Arkolith/Funds/Aristotle Capital Management, LLC

Aristotle Capital Management, LLC

CIK 860644Asset manager
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Aristotle Capital Management, LLC holds a diversified book of 191 stocks worth $47.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Motorola Solutions Inc and trimmed Parker Hannifin Corp. Their largest long position is Williams-Sonoma Inc at 4% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
15
existing
Trimmed
133
reduced
Sold out
14
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
29%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

91% mapped to company sectors

Financials
17%
Information Technology
14%
Materials
13%
Industrials
10%
Health Care
9%
ETF / fund or unclassified
9%
Consumer Discretionary
7%
Communication Services
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

191 positions
#SecurityValueShares% PortLast moveHistory
1Williams Sonoma Inc
COM
$2.0B11.14M
4.3%
+22%
Added · +2.0M sh
2Parker-Hannifin Corp
COM
$1.9B2.12M
4.0%
−22%
Reduced · −593K sh
3Corteva Inc
COM
$1.6B18.83M
3.3%
−6.5%
Reduced · −1.3M sh
4Alphabet Inc
CAP STK CL C
$1.5B5.13M
3.1%
−4.3%
Reduced · −233K sh
5Microsoft Corp
COM
$1.3B3.38M
2.6%
−4.1%
Reduced · −145K sh
6Capital One Finl Corp
COM
$1.2B6.75M
2.6%
−3.7%
Reduced · −260K sh
7Martin Marietta Matls Inc
COM
$1.2B1.96M
2.4%
−4.6%
Reduced · −95K sh
8Amgen Inc
COM
$1.1B3.08M
2.3%
−6.5%
Reduced · −213K sh
9Totalenergies SE
ACT
$1.0B11.24M
2.2%
−13%
Reduced · −1.6M sh
10Ecolab Inc
COM
$986.5M3.71M
2.1%
−4.6%
Reduced · −180K sh
11Motorola Solutions Inc
COM NEW
$983.4M2.27M
2.1%
New
New position
12Ameriprise Finl Inc
COM
$982.9M2.21M
2.1%
−4.3%
Reduced · −100K sh
13US Bancorp
COM NEW
$975.0M18.75M
2.0%
−4.7%
Reduced · −917K sh
14Teledyne Technologies Inc
COM
$966.8M1.60M
2.0%
−6.4%
Reduced · −109K sh
15Verizon Communications Inc
COM
$953.4M18.99M
2.0%
−3.3%
Reduced · −640K sh
16Chevron Corporation
COM
$936.5M4.53M
2.0%
+653%
Added · +3.9M sh
17Coca Cola Co
COM
$933.2M12.27M
2.0%
−5.6%
Reduced · −730K sh
18Sony Group Corp
SPONSORED ADR
$909.5M43.94M
1.9%
−2.5%
Reduced · −1.2M sh
19Atmos Energy Corp
COM
$899.0M4.87M
1.9%
−24%
Reduced · −1.5M sh
20Xcel Energy Inc
COM
$882.3M11.11M
1.8%
−4.1%
Reduced · −473K sh
21Mitsubishi Ufj Financial Gro
SPONSORED ADS
$873.2M51.46M
1.8%
−4.5%
Reduced · −2.4M sh
22PNC Finl Svcs Group Inc
COM
$855.5M4.11M
1.8%
−4.5%
Reduced · −195K sh
23General Dynamics Corp
COM
$839.8M2.45M
1.8%
−3.3%
Reduced · −85K sh
24Merck & Co Inc
COM
$829.3M6.89M
1.7%
−5.3%
Reduced · −386K sh
25Wells Fargo & Co
COM
$813.4M10.22M
1.7%
−5.4%
Reduced · −588K sh
26American Intl Group Inc
COM NEW
$792.4M10.53M
1.7%
−4.2%
Reduced · −458K sh
27American WTR WKS Co Inc New
COM
$791.2M5.81M
1.7%
−3.3%
Reduced · −196K sh
28Air Products And Chemicals I
COM
$779.7M2.68M
1.6%
+0.5%
Added · +14K sh
29Qualcomm Inc
COM
$775.2M6.02M
1.6%
−3.8%
Reduced · −237K sh
30Lowes Cos Inc
COM
$766.2M3.24M
1.6%
−5.3%
Reduced · −183K sh
31Microchip Technology Inc.
COM
$752.2M11.64M
1.6%
−6.4%
Reduced · −793K sh
32Oshkosh Corp
COM
$736.3M5.00M
1.5%
−7.1%
Reduced · −384K sh
33Synopsys Inc
COM
$733.3M1.85M
1.5%
−2.3%
Reduced · −44K sh
34Alcon AG
ORD SHS
$732.5M9.72M
1.5%
−4.2%
Reduced · −427K sh
35Uber Technologies Inc
COM
$732.4M10.18M
1.5%
−6.5%
Reduced · −712K sh
36RPM Intl Inc
COM
$732.0M7.36M
1.5%
−5.1%
Reduced · −399K sh
37Lennar Corp
CL A
$724.8M8.35M
1.5%
−4.3%
Reduced · −380K sh
38Procter & Gamble Co
COM
$670.9M4.64M
1.4%
−5.2%
Reduced · −253K sh
39Danaher Corp Del
COM
$661.7M3.49M
1.4%
−5.8%
Reduced · −215K sh
40Cullen Frost Bankers Inc
COM
$653.2M4.77M
1.4%
−4.9%
Reduced · −245K sh
41McCormick & Co Inc
COM NON VTG
$638.8M12.66M
1.3%
+232%
Added · +8.8M sh
42Blackstone Inc
COM
$599.9M5.22M
1.3%
−4.4%
Reduced · −239K sh
43Medtronic PLC
SHS
$576.2M6.65M
1.2%
−4.0%
Reduced · −280K sh
44Equity Lifestyle Properties
COM
$538.0M8.62M
1.1%
−2.5%
Reduced · −225K sh
45Adobe Inc
COM
$527.4M2.17M
1.1%
−5.1%
Reduced · −117K sh
46Cameco Corp
COM
$292.2M2.69M
0.6%
+79%
Added · +1.2M sh
47Credicorp Ltd
COM
$253.5M747.3K
0.5%
−1.6%
Reduced · −12K sh
48Coca-Cola Europacific Partne
SHS
$166.4M1.83M
0.3%
−1.4%
Reduced · −27K sh
49Erste Group Bank AG Spons ADR
FOREIGN
$134.2M2.52M
0.3%
−2.3%
Reduced · −60K sh
50ING Groep N.V.
SPONSORED ADR
$131.7M5.06M
0.3%
−2.2%
Reduced · −114K sh
Showing 50 of 191 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026191$47.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026192$50.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025193$51.8B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025184$51.9B13F-HR
Q1 2025Mar 31, 2025May 15, 2025183$50.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025185$51.9B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024185$54.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024181$51.7B13F-HR
Q1 2024Mar 31, 2024May 15, 2024176$53.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024175$51.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023172$46.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023174$49.3B13F-HR
Q1 2023Mar 31, 2023May 15, 2023174$47.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023179$47.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022176$45.2B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022175$47.5B13F-HR
Q1 2022Mar 31, 2022May 16, 2022180$54.9B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022178$59.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021176$52.9B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021179$52.3B13F-HR
Q1 2021Mar 31, 2021May 17, 2021181$48.9B13F-HR
Q4 2020Dec 31, 2020Feb 22, 2021176$40.3B13F-HR/A
Q3 2020Sep 30, 2020Nov 16, 2020171$33.1B13F-HR
Amended / restated
  • Q4 2020 · filed Feb 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.