13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0000936753
申报总市值
US$100.3亿
US$100.3亿
110 檔
13.5%
Q4 2024 季度申报显示，Ariel Investments, LLC 披露的美股组合总市值为 US$100.3亿，涵盖 110 个不同之权益投资仓位。
在 Q4 2024 期间，Ariel Investments, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Ariel Investments, LLC 的前 5 大核心持股（包含 LAZ, MSGE, JLL 等）合计占整体申报市值的 13.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LAZ | Lazard Inc | 股票-金融 | 3.08% | -0.36% | -8.98% | |
| 2 | MSGE | Madison Square Garden Entert | 股票-其他 | 2.89% | +0.25% | +14.53% | |
| 3 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 2.86% | -0.21% | -9.30% | |
| 4 | AMG | Affiliated Managers Group | 股票-金融 | 2.81% | +0.07% | -1.94% | |
| 5 | MAT | Mattel Inc | 股票-周期性消费 | 2.80% | -0.08% | +0.09% | |
| 6 | FAF | First American Financial | 股票-金融 | 2.66% | -0.38% | +9.90% | |
| 7 | CG | Carlyle Group Inc/the | 股票-金融 | 2.65% | -0.25% | -3.49% | |
| 8 | NVST | Envista Holdings CORP | 股票-医疗保健 | 2.48% | -0.50% | +6.16% | |
| 9 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 2.47% | -0.37% | +7.37% | |
| 10 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 2.47% | -0.17% | +0.04% | |
| 11 | NTRS | Northern Trust CORP | 股票-金融 | 2.44% | -0.09% | -11.82% | |
| 12 | GNRC | Generac Holdings Inc | 股票-工业 | 2.43% | +0.08% | -18.69% | |
| 13 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 2.30% | -0.55% | -0.75% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.26% | — | -5.28% | |
| 15 | REZI | Resideo Technologies Inc | 股票-工业 | 2.26% | -0.39% | -1.52% | |
| 16 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 2.15% | +0.01% | +12.36% | |
| 17 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 2.15% | +0.06% | -2.88% | |
| 18 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 2.14% | +0.21% | -1.07% | |
| 19 | ADT | Adt Inc | 股票-工业 | 2.11% | -0.27% | -1.84% | |
| 20 | CRL | Charles River Laboratories | 股票-医疗保健 | 2.10% | +0.62% | +18.90% | |
| 21 | BOKF | Bok Financial Corporation | 股票-其他 | 2.05% | -0.11% | -3.07% | |
| 22 | CVSA | Covista Inc | 股票-非周期性消费 | 2.03% | -0.29% | -7.07% | |
| 23 | KMT | Kennametal Inc | 股票-其他 | 1.98% | -0.35% | -6.89% | |
| 24 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 1.96% | -0.06% | +48.01% | |
| 25 | GNTX | Gentex CORP | 股票-周期性消费 | 1.96% | +0.05% | -0.44% | |
| 26 | CLB | Core Laboratories Inc | 股票-其他 | 1.78% | -0.84% | -4.11% | |
| 27 | MIDD | Middleby CORP | 股票-工业 | 1.73% | +0.48% | +6.40% | |
| 28 | ✓ | 股票-其他 | 1.65% | +0.23% | -17.80% | ||
| 29 | 0VVB | Paramount Global-class B | 股票-其他 | 1.64% | — | +3.24% | |
| 30 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.58% | — | -7.64% | |
| 31 | MANU | Manchester United plc | 股票-其他 | 1.55% | +0.42% | +0.78% | |
| 32 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 1.54% | +0.11% | -2.79% | |
| 33 | BCO | Brink's Co/the | 股票-工业 | 1.27% | -0.21% | +12.35% | |
| 34 | LESL | Leslie's, Inc. | 股票-其他 | 1.20% | — | +8.54% | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.13% | +0.20% | -56.05% | |
| 36 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 1.10% | +0.18% | -24.74% | |
| 37 | JHG | Janus Henderson Group plc | 股票-金融 | 0.99% | — | -0.34% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.97% | +0.60% | -20.83% | |
| 39 | KN | Knowles CORP | 股票-其他 | 0.95% | -0.16% | -3.25% | |
| 40 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.95% | -0.09% | -5.25% | |
| 41 | LIND | Lindblad Expeditions Holding | 股票-其他 | 0.93% | +0.11% | -8.90% | |
| 42 | MAS | Masco CORP | 股票-工业 | 0.80% | +0.98% | -0.37% | |
| 43 | LFUS | Littelfuse Inc | 股票-科技 | 0.75% | -0.08% | -6.05% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | — | -22.96% | |
| 45 | WEX | Wex Inc | 股票-科技 | 0.60% | -0.11% | +112.98% | |
| 46 | GCMG | Gcm Grosvenor Inc - Class A | 股票-其他 | 0.59% | +0.06% | -1.05% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.58% | — | -3.96% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.26% | EXIT | |
| 49 | NVT | nVent Electric plc | 股票-工业 | 0.57% | -0.28% | -16.59% | |
| 50 | APTV | Aptiv PLC | 股票-周期性消费 | 0.57% | — | — |
根据 SEC 官方 Form 13F 申报备案，Ariel Investments, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$100.3亿，共申报了 110 个公开持股仓位。
在 Q4 2024 季度，Ariel Investments, LLC 按市值排列的前三大核心持股分别为：LAZ (3.1%)、MSGE (2.9%)、JLL (2.9%)。其中最大持股仓位 LAZ 占据整体投资组合约 3.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q4 2024 季度中，Ariel Investments, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。