ARIEL INVESTMENTS, LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$9,258,581
Net value change ($000)
-91,780 (-1.0%)
New positions
10
Sold out positions
9
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OMC 87,883 NEW
MIDD 62,488 36.9%
XRAY 60,290 NEW
CRL 51,671 22.2%
CLB 48,745 28.6%
ZBRA 39,557 52.1%
BMY 39,521 NEW
AMG 39,477 13.1%
AXTA 37,285 31.1%
WBS 36,442 NEW
Top Reduces (Value $000, Stocks/ETFs)
APTV -99,176 -100.0%
IPG -89,046 -100.0%
REZI -74,237 -25.7%
SPHR -71,098 -19.1%
GNRC -51,430 -20.9%
VZ -51,277 -100.0%
ZBH -38,589 -99.3%
JANUS HENDERSON GROUP PLC -35,389 -38.9%
CG -31,929 -12.0%
MHK -31,229 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type