Aristotle Capital Management, LLC

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q4 2025
Holdings value ($000)
49,959,217
Description
Los Angeles California based advisory led wealth manager with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, cross border allocation discipline, and planning integrated mandate design for fiduciary household mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through allocation integrity standards and mandate calibration.
Founded
2010
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 192 49,959,217 13F-HR Aristotle Capital Management, LLC
Q3 2025 11/14/2025 193 51,754,159 13F-HR Aristotle Capital Management, LLC
Q2 2025 8/14/2025 184 51,920,364 13F-HR Aristotle Capital Management, LLC
Q1 2025 5/15/2025 183 50,202,077 13F-HR Aristotle Capital Management, LLC
Q4 2024 2/14/2025 185 51,906,342 13F-HR Aristotle Capital Management, LLC
Q3 2024 11/14/2024 185 54,928,640 13F-HR Aristotle Capital Management, LLC
Q2 2024 8/14/2024 181 51,703,013 13F-HR Aristotle Capital Management, LLC
Q1 2024 5/15/2024 176 53,885,177 13F-HR Aristotle Capital Management, LLC
Q4 2023 2/14/2024 175 51,081,168 13F-HR Aristotle Capital Management, LLC
Q3 2023 11/14/2023 172 46,529,668 13F-HR Aristotle Capital Management, LLC
Q2 2023 8/14/2023 174 49,272,513 13F-HR Aristotle Capital Management, LLC
Q1 2023 5/15/2023 174 47,751,187 13F-HR Aristotle Capital Management, LLC
Q4 2022 2/14/2023 179 47,122,633 13F-HR Aristotle Capital Management, LLC
Q3 2022 11/14/2022 176 45,189,048 13F-HR Aristotle Capital Management, LLC
Q2 2022 8/15/2022 175 47,484,087 13F-HR Aristotle Capital Management, LLC
Q1 2022 5/16/2022 180 54,929,619 13F-HR Aristotle Capital Management, LLC
Q4 2021 2/14/2022 178 59,045,692 13F-HR Aristotle Capital Management, LLC
Q3 2021 11/15/2021 176 52,873,314 13F-HR Aristotle Capital Management, LLC
Q2 2021 8/16/2021 179 52,305,286 13F-HR Aristotle Capital Management, LLC
Q1 2021 5/17/2021 181 48,940,804 13F-HR Aristotle Capital Management, LLC
Q4 2020 2/22/2021 176 40,264,311 13F-HR/A - RESTATEMENT Aristotle Capital Management, LLC
Q4 2020 2/16/2021 175 33,982,325 13F-HR Aristotle Capital Management, LLC
Q3 2020 11/16/2020 171 33,107,349 13F-HR Aristotle Capital Management, LLC
Q2 2020 8/14/2020 171 29,751,706 13F-HR Aristotle Capital Management, LLC
Q1 2020 8/20/2020 174 23,701,025 13F-HR/A - RESTATEMENT Aristotle Capital Management, LLC
Q1 2020 5/15/2020 174 23,701,027 13F-HR Aristotle Capital Management, LLC
Q4 2019 8/20/2020 174 30,426,233 13F-HR/A - RESTATEMENT Aristotle Capital Management, LLC
Q4 2019 2/14/2020 173 30,426,233 13F-HR Aristotle Capital Management, LLC
Q1 2014 5/15/2014 136 6,899,082 13F-HR Aristotle Capital Management, LLC
Q4 2013 2/13/2014 135 6,288,547 13F-HR Aristotle Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 49.83 M 99.7% 0 1.849 M -1.849 M
ETFs 100.8 K 0.2% 48.01 K 0 48.01 K
Other 27 K 0.1% 6.17 K 0 6.17 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
49,959,217
Holdings
192
QoQ value change ($000)
-1,794,942 (-3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.