Ariel Investments (CLB) discloses 30.5% Core Laboratories stake in Schedule 13G/A
Rhea-AI Filing Summary
Ariel Investments, LLC reports significant ownership in Core Laboratories Inc common stock. Ariel beneficially owns 14,074,945 shares, representing 30.5% of the outstanding common stock as of June 30, 2026. Ariel has sole voting power over 13,141,081 shares and sole dispositive power over 14,074,945 shares, with no shared voting or dispositive power.
Ariel’s advisory clients are entitled to receive dividends and sale proceeds for all securities reported. Ariel Fund, a series of Ariel Investment Trust, owns 6,474,663 shares of Core Laboratories, which represents an economic interest in more than 5% of the class.
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Key Figures
Beneficially owned shares: 14,074,945 shares
Ownership percentage: 30.5 %
Sole voting power: 13,141,081 shares
+2 more
5 metrics
Beneficially owned shares
14,074,945 shares
Common stock of Core Laboratories beneficially owned by Ariel Investments
Ownership percentage
30.5 %
Percent of Core Laboratories common stock class held by Ariel Investments
Sole voting power
13,141,081 shares
Shares over which Ariel Investments has sole power to vote or direct the vote
Sole dispositive power
14,074,945 shares
Shares over which Ariel Investments has sole power to dispose or direct disposition
Ariel Fund holdings
6,474,663 shares
Core Laboratories shares held by Ariel Fund, over 5% economic interest
Key Terms
beneficially owned, sole voting power, sole dispositive power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 14,074,945"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"(i) Sole power to vote or to direct the vote: 13,141,081"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 14,074,945"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"all securities reported upon this Schedule. Ariel Fund...subject securities reported upon this Schedule."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
economic interest financial
"owns 6,474,663 shares of the Issuer which represents an economic interest in more than 5%"
An economic interest is a right to receive money or other financial benefits from an asset, contract, or business activity without necessarily owning or controlling it; examples include a share of profits, royalties, dividend rights, or scheduled payments. Investors care because it determines who gets cash flow and bears risk — like collecting rent on a house you don’t legally own — and it affects valuation, expected returns, and how exposure to an investment is structured.
FAQ
What percentage of Core Laboratories (CLB) does Ariel Investments currently own?
Ariel Investments beneficially owns 30.5% of Core Laboratories’ common stock, totaling 14,074,945 shares. This ownership includes sole voting power over 13,141,081 shares and sole dispositive power over all 14,074,945 shares.
What is Ariel Fund’s stake in Core Laboratories (CLB)?
Ariel Fund owns 6,474,663 shares of Core Laboratories common stock. This position represents an economic interest in more than 5% of the company’s outstanding common stock and is part of the shares reported by Ariel Investments on this Schedule 13G/A.
Who is entitled to dividends and sale proceeds from Ariel’s Core Laboratories (CLB) holdings?
Ariel’s adviser clients have the right to receive or direct the receipt of dividends and sale proceeds from all Core Laboratories securities reported. This includes institutional clients such as Ariel Fund, which holds more than 5% of the company’s common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.