13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000936753
Total reported value
$10.0B
$10.0B
107 檔
16.1%
At the close of Q3 2025, Ariel Investments, LLC disclosed equity holdings valued at approximately $10.0B, spread across 107 reported holdings.
In Q3 2025, Ariel Investments, LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPHR, MSGE, AMG) accounted for 16.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 3.98% | -0.37% | -15.58% | |
| 2 | MSGE | Madison Square Garden Entert | Stock-Other | 3.74% | +0.25% | -2.01% | |
| 3 | AMG | Affiliated Managers Group | Stock-Financials | 3.22% | +0.07% | -6.73% | |
| 4 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 3.18% | +0.18% | -2.30% | |
| 5 | REZI | Resideo Technologies Inc | Stock-Industrials | 3.09% | -0.39% | -25.22% | |
| 6 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 3.03% | -0.21% | -5.30% | |
| 7 | ✓ | Stock-Other | 2.98% | +0.23% | -0.18% | ||
| 8 | LAZ | Lazard Inc | Stock-Financials | 2.96% | -0.36% | -8.83% | |
| 9 | CG | Carlyle Group Inc/the | Stock-Financials | 2.84% | -0.25% | -10.03% | |
| 10 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.63% | +0.08% | -18.69% | |
| 11 | NVST | Envista Holdings CORP | Stock-Healthcare | 2.62% | -0.50% | -2.84% | |
| 12 | FAF | First American Financial | Stock-Financials | 2.56% | -0.38% | +6.31% | |
| 13 | CRL | Charles River Laboratories | Stock-Healthcare | 2.49% | +0.62% | +5.28% | |
| 14 | MAT | Mattel Inc | Stock-Consumer Disc | 2.48% | -0.08% | -3.24% | |
| 15 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 2.43% | -0.06% | -1.12% | |
| 16 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 2.41% | -0.17% | -8.19% | |
| 17 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 2.40% | -0.55% | +63.23% | |
| 18 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 2.34% | +0.21% | -1.13% | |
| 19 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.18% | +0.05% | -1.92% | |
| 20 | CVSA | Covista Inc | Stock-Consumer Staples | 2.14% | -0.29% | -5.87% | |
| 21 | ADT | Adt Inc | Stock-Industrials | 2.06% | -0.27% | -5.06% | |
| 22 | BOKF | Bok Financial Corporation | Stock-Other | 2.05% | -0.11% | -3.93% | |
| 23 | NTRS | Northern Trust CORP | Stock-Financials | 1.85% | -0.09% | -6.67% | |
| 24 | CLB | Core Laboratories Inc | Stock-Other | 1.82% | -0.84% | +6.14% | |
| 25 | MIDD | Middleby CORP | Stock-Industrials | 1.81% | +0.48% | +36.22% | |
| 26 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.79% | +0.01% | +0.95% | |
| 27 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.77% | +0.06% | -4.06% | |
| 28 | BCO | Brink's Co/the | Stock-Industrials | 1.53% | -0.21% | -11.40% | |
| 29 | MANU | Manchester United plc | Stock-Other | 1.45% | +0.42% | -1.06% | |
| 30 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.28% | +0.11% | +5.20% | |
| 31 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.11% | -0.09% | -0.69% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.08% | — | -1.47% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.26% | EXIT | |
| 34 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.06% | — | -17.04% | |
| 35 | KN | Knowles CORP | Stock-Other | 1.02% | -0.16% | -11.53% | |
| 36 | JHG | Janus Henderson Group plc | Stock-Financials | 0.97% | — | +0.38% | |
| 37 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 0.95% | — | +0.31% | |
| 38 | AQN | Algonquin Power & Utilities | Stock-Other | 0.94% | -0.96% | +24.65% | |
| 39 | NVT | nVent Electric plc | Stock-Industrials | 0.91% | -0.28% | -7.92% | |
| 40 | KMT | Kennametal Inc | Stock-Other | 0.85% | -0.35% | -24.01% | |
| 41 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.81% | +0.60% | -24.61% | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.80% | +0.19% | -15.02% | |
| 43 | FSLR | First Solar Inc | Stock-Tech | 0.77% | -0.03% | +5.93% | |
| 44 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.76% | +0.11% | -19.84% | |
| 45 | LFUS | Littelfuse Inc | Stock-Tech | 0.62% | -0.08% | -23.34% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.10% | +190.39% | |
| 47 | PSKY | Paramount Skydance Cl B | Stock-Comm Services | 0.61% | -0.26% | EXIT | |
| 48 | GCMG | Gcm Grosvenor Inc - Class A | Stock-Other | 0.58% | +0.06% | +0.72% | |
| 49 | WEX | Wex Inc | Stock-Tech | 0.57% | -0.11% | -15.00% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | — | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHR | Sphere Entertainment Co | +1.6% | -15.58% | Trim |
| 2 | NCLH | Norwegian Cruise Line Holdings Ltd. | +1.2% | -2.30% | Add |
| 3 | REZI | Resideo Technologies Inc | +1.1% | -25.22% | Trim |
| 4 | ✓ | +0.9% | -0.18% | Add | |
| 5 | MSGE | Madison Square Garden Entert | +0.8% | -2.01% | Trim |
| 6 | CRL | Charles River Laboratories | +0.5% | +5.28% | Add |
| 7 | MSFT | Microsoft CORP | +0.5% | -8.92% | Add |
| 8 | APTV | Aptiv PLC | +0.5% | -17.04% | Add |
| 9 | AQN | Algonquin Power & Utilities | +0.5% | +24.65% | Add |
| 10 | AMG | Affiliated Managers Group | +0.4% | -6.73% | Trim |
| 11 | NVT | nVent Electric plc | +0.4% | -7.92% | Add |
| 12 | MTB | M & T Bank CORP | +0.4% | +4358.17% | Add |
| 13 | CG | Carlyle Group Inc/the | +0.4% | -10.03% | Trim |
| 14 | BIO | Bio-rad Laboratories-a | +0.4% | -1.12% | Add |
| 15 | FISV | Fiserv Inc | +0.3% | +38.37% | Add |
| 16 | GNTX | Gentex CORP | +0.2% | -1.92% | Add |
| 17 | GNRC | Generac Holdings Inc | +0.2% | -18.69% | Trim |
| 18 | KN | Knowles CORP | +0.2% | -11.53% | Trim |
| 19 | NVST | Envista Holdings CORP | +0.2% | -2.84% | Trim |
| 20 | NTAP | Netapp Inc | +0.2% | -0.38% | Add |
| 21 | MANU | Manchester United plc | +0.1% | -1.06% | Add |
| 22 | BCO | Brink's Co/the | +0.1% | -11.40% | Trim |
| 23 | LAZ | Lazard Inc | +0.1% | -8.83% | Trim |
| 24 | LH | Labcorp Holdings Inc | +0.1% | -0.69% | Trim |
| 25 | INTC | Intel CORP | +0.1% | -31.56% | Add |
| 26 | JHG | Janus Henderson Group plc | +0.1% | +0.38% | Trim |
| 27 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -24.61% | Add |
| 28 | MIDD | Middleby CORP | 0% | +36.22% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +66.40% | Add |
| 30 | ZBH | Zimmer Biomet Holdings Inc | 0% | +55.90% | Add |
| 31 | DHI | Dr Horton Inc | 0% | -11.04% | Trim |
| 32 | PHIN | Phinia Inc | 0% | -0.01% | Trim |
| 33 | APA | Apa CORP | 0% | — | Add |
| 34 | MOS | Mosaic Co/the | 0% | — | Add |
| 35 | JLL | Jones Lang Lasalle Inc | 0% | -5.30% | Trim |
| 36 | BYD | Boyd Gaming CORP | 0% | -8.19% | Trim |
| 37 | IWN | Ishares Russell 2000 Value E | 0% | +109.46% | Add |
| 38 | VXUS | Vanguard Total Intl Stock | 0% | — | Add |
| 39 | MHK | Mohawk Industries Inc | — | -1.13% | Trim |
| 40 | CLB | Core Laboratories Inc | — | +6.14% | Add |
| 41 | LMT | Lockheed Martin CORP | — | +6.98% | Add |
| 42 | IFS | Intercorp Financial Services Inc. | — | +11.99% | Add |
| 43 | KSPI | Jsc Kaspi.kz Adr | — | +11.39% | Add |
| 44 | CVX | Chevron CORP | — | +9.89% | Add |
| 45 | PGR | Progressive CORP | — | +40.13% | Add |
| 46 | BRC | Brady Corporation - Cl A | — | -0.55% | Trim |
| 47 | MSI | Motorola Solutions Inc | — | -0.52% | Trim |
| 48 | CVS | Cvs Health CORP | 0% | -15.02% | Trim |
| 49 | KEYS | Keysight Technologies In | 0% | -0.19% | Trim |
| 50 | SLB | Slb LTD | 0% | +22.78% | Add |
According to official SEC Form 13F filings, Ariel Investments, LLC reported a total U.S. public equity portfolio value of $10.0B across 107 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FSLR
市值: $71.8M
Top Position Liquidated / Trimmed
0VVB
前期市值: $170.0M
During Q3 2025, Ariel Investments, LLC's top holdings by market value included SPHR (4.0%)、MSGE (3.7%)、AMG (3.2%). The largest single position, SPHR, represented 4.0% of total portfolio value.
In Q3 2025, Ariel Investments, LLC made 116 total portfolio adjustments, initiating 10 new buys, adding to 35 positions, trimming 62 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.