ARIEL INVESTMENTS, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,258,581
- Description
- Chicago Illinois based fiduciary portfolio advisory practice with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through valuation anchored sizing and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 2/13/2026 | 108 | 9,258,581 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2025 | 11/14/2025 | 107 | 9,350,361 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2025 | 8/14/2025 | 104 | 8,822,290 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2025 | 5/15/2025 | 106 | 8,509,613 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2024 | 2/14/2025 | 110 | 9,371,515 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2024 | 11/13/2024 | 110 | 9,793,777 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2024 | 8/14/2024 | 115 | 9,238,408 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2024 | 5/14/2024 | 115 | 10,166,618 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2023 | 2/14/2024 | 114 | 10,042,561 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2023 | 11/14/2023 | 115 | 9,449,480 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2023 | 8/14/2023 | 116 | 10,562,389 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2023 | 5/12/2023 | 114 | 10,407,611 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2022 | 2/14/2023 | 116 | 9,849,233 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2022 | 11/14/2022 | 114 | 9,109,389 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2022 | 8/12/2022 | 112 | 10,018,497 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2022 | 5/13/2022 | 106 | 11,273,314 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2021 | 2/14/2022 | 104 | 11,862,543 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2021 | 11/12/2021 | 109 | 10,935,115 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2021 | 8/13/2021 | 110 | 10,635,387 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2021 | 5/14/2021 | 136 | 10,151,758 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2020 | 2/12/2021 | 140 | 8,876,438 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q3 2020 | 11/13/2020 | 142 | 6,886,238 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q2 2020 | 8/14/2020 | 147 | 6,565,828 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2020 | 5/14/2020 | 148 | 5,700,745 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2019 | 2/14/2020 | 146 | 7,969,771 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q1 2014 | 5/14/2014 | 182 | 8,197,347 | 13F-HR | ARIEL INVESTMENTS, LLC |
| Q4 2013 | 2/14/2014 | 179 | 8,139,543 | 13F-HR | ARIEL INVESTMENTS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.252 M | 99.9% | 0 | 77.57 K | -77.57 K |
| ETFs | 6.179 K | 0.1% | 0 | 14.21 K | -14.21 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
9,258,581
Holdings
108
QoQ value change ($000)
-91,780
(-1.0%)
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.