EARNEST PARTNERS LLC

ATLANTA, GA · CIK 1102578 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1999 · limited liability company

Assets managed$42.6bn
Staff47 · 16 in investment roles
Main clients (by assets)State and local governments 35%, Private funds 27%, Mutual funds and ETFs 10%
Private funds6 · $1.9bn gross assets
Form ADV · 2026-07-13SEC adviser record

Legal entityEARNEST PARTNERS, LLC (US)

$27.7bn reported value +14.3% vs Q1 2026

304positions

17.4%in top 10

16 new 73 added 189 reduced 7 sold out vs Q1 2026

Also in the report of:

Integrated Investment Consultants, LLC – $21.4m of shares are in both reports
PERSONAL CFO SOLUTIONS, LLC – $8.3m of shares are in both reports
Waverly Advisors, LLC – $1.0m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MOOG INC CL A MOG.A	MOG.A	1,752,132	$742.6m2.68%	2.68%	Reduced -103.2k	-103,185 -5.6%
2	FORMFACTOR INC COM FORM	FORM	3,763,214	$601.9m2.17%	2.17%	Reduced -1.1m	-1,111,951 -22.8%
3	WOODWARD INC COM WWD	WWD	1,131,156	$481.2m1.74%	1.74%	Reduced -160.1k	-160,092 -12.4%
4	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	2,219,193	$471.9m1.70%	1.70%	Reduced -47.5k	-47,468 -2.1%
5	HEXCEL CORP NEW COM HXL	HXL	4,584,594	$458.7m1.65%	1.65%	Reduced -120.2k	-120,150 -2.5%
6	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	2,106,406	$455.7m1.64%	1.64%	Reduced -55.5k	-55,527 -2.6%
7	GATX CORP COM GATX	GATX	2,556,697	$453.0m1.63%	1.63%	Reduced -58.5k	-58,534 -2.2%
8	RYDER SYS INC COM R	R	1,479,457	$390.2m1.41%	1.41%	Reduced -40.0k	-39,982 -2.6%
9	ARCHROCK INC COM AROC	AROC	9,541,483	$388.4m1.40%	1.40%	Reduced -224.8k	-224,796 -2.3%
10	CBRE GROUP INC CL A CBRE	CBRE	2,876,492	$387.4m1.40%	1.40%	Reduced -45.1k	-45,061 -1.5%
11	SNAP ON INC COM SNA	SNA	908,103	$365.4m1.32%	1.32%	Reduced -14.3k	-14,288 -1.6%
12	ADVANCED ENERGY INDS COM AEIS	AEIS	954,262	$355.8m1.28%	1.28%	Reduced -272.2k	-272,225 -22.2%
13	RAYMOND JAMES FINL INC COM RJF	RJF	2,203,294	$335.0m1.21%	1.21%	Reduced -19.3k	-19,305 -0.9%
14	ENTEGRIS INC COM ENTG	ENTG	1,858,657	$334.3m1.21%	1.21%	Reduced -32.0k	-31,991 -1.7%
15	CABOT CORP COM CBT	CBT	3,345,689	$303.9m1.10%	1.10%	Added +187.1k	+187,072 5.9%
16	ARROW ELECTRS INC COM ARW	ARW	1,380,012	$294.5m1.06%	1.06%	Reduced -27.5k	-27,491 -1.9%
17	HOULIHAN LOKEY INC CL A HLI	HLI	2,172,720	$291.4m1.05%	1.05%	Reduced -56.3k	-56,264 -2.5%
18	DARDEN RESTAURANTS INC COM DRI	DRI	1,364,023	$281.0m1.01%	1.01%	Reduced -23.4k	-23,378 -1.7%
19	D R HORTON INC COM DHI	DHI	1,644,845	$267.9m0.97%	0.97%	Reduced -28.4k	-28,354 -1.7%
20	FLEX LTD ORD FLEX	FLEX	1,631,294	$264.4m0.95%	0.95%	Reduced -997.8k	-997,802 -38.0%
21	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	382,444	$255.1m0.92%	0.92%	Reduced -6.9k	-6,891 -1.8%
22	CHARLES RIV LABS INTL INC COM CRL	CRL	1,120,011	$254.0m0.92%	0.92%	Added +148.6k	+148,645 15.3%
23	STIFEL FINL CORP COM SF	SF	3,608,530	$251.8m0.91%	0.91%	Reduced -81.6k	-81,584 -2.2%
24	FLOWSERVE CORP COM FLS	FLS	3,394,740	$251.8m0.91%	0.91%	Added +667.3k	+667,269 24.5%
25	SCOTTS MIRACLE-GRO CO CL A SMG	SMG	3,630,876	$247.3m0.89%	0.89%	Added +231.2k	+231,228 6.8%
26	AMKOR TECHNOLOGY INC COM AMKR	AMKR	2,852,492	$246.0m0.89%	0.89%	Reduced -579.4k	-579,351 -16.9%
27	BORGWARNER INC COM BWA	BWA	3,702,143	$245.8m0.89%	0.89%	Reduced -76.5k	-76,526 -2.0%
28	SYNOPSYS INC COM SNPS	SNPS	544,093	$242.7m0.88%	0.88%	Reduced -4.6k	-4,647 -0.8%
29	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	2,043,878	$241.6m0.87%	0.87%	Reduced -36.4k	-36,428 -1.8%
30	EMCOR GROUP INC COM EME	EME	274,102	$227.5m0.82%	0.82%	Reduced -4.6k	-4,649 -1.7%
31	CENTENE CORP DEL COM CNC	CNC	3,536,856	$227.0m0.82%	0.82%	Reduced -50.6k	-50,612 -1.4%
32	HUNTINGTON INGALLS INDS INC COM HII	HII	802,680	$224.7m0.81%	0.81%	Reduced -11.7k	-11,661 -1.4%
33	DARLING INGREDIENTS INC COM DAR	DAR	4,076,107	$222.6m0.80%	0.80%	Reduced -120.0k	-119,972 -2.9%
34	REPUBLIC SVCS INC COM RSG	RSG	1,043,834	$222.4m0.80%	0.80%	Reduced -18.9k	-18,941 -1.8%
35	WINTRUST FINL CORP COM WTFC	WTFC	1,374,559	$220.9m0.80%	0.80%	Reduced -26.1k	-26,075 -1.9%
36	VALMONT INDS INC COM VMI	VMI	381,692	$220.5m0.80%	0.80%	Reduced -7.0k	-6,997 -1.8%
37	MIDDLEBY CORP COM MIDD	MIDD	1,272,385	$218.9m0.79%	0.79%	Reduced -19.8k	-19,847 -1.5%
38	ON SEMICONDUCTOR CORP COM ON	ON	2,312,969	$218.7m0.79%	0.79%	Reduced -49.2k	-49,187 -2.1%
39	ICON PLC SHS ICLR	ICLR	1,242,639	$215.9m0.78%	0.78%	Added +356.8k	+356,849 40.3%
40	EAST WEST BANCORP INC COM EWBC	EWBC	1,626,223	$209.9m0.76%	0.76%	Reduced -29.9k	-29,934 -1.8%
41	ENERSYS COM ENS	ENS	896,981	$209.7m0.76%	0.76%	Reduced -48.6k	-48,584 -5.1%
42	GRUPO CIBEST SA SPON ADS CIB	CIB	2,623,309	$208.4m0.75%	0.75%	Added +10.1k	+10,103 0.4%
43	MDU RES GROUP INC COM MDU	MDU	9,726,856	$206.3m0.74%	0.74%	Reduced -155.0k	-155,024 -1.6%
44	MONOLITHIC PWR SYS INC COM MPWR	MPWR	148,707	$205.6m0.74%	0.74%	Reduced -3.1k	-3,064 -2.0%
45	WEC ENERGY GROUP INC COM WEC	WEC	1,701,405	$198.7m0.72%	0.72%	Reduced -31.9k	-31,907 -1.8%
46	ALBEMARLE CORP COM ALB	ALB	1,431,928	$193.4m0.70%	0.70%	Reduced -169.1k	-169,104 -10.6%
47	APPLIED MATLS INC COM AMAT	AMAT	266,853	$192.9m0.70%	0.70%	Reduced -12.7k	-12,718 -4.5%
48	BOX INC CL A BOX	BOX	7,119,498	$189.0m0.68%	0.68%	Reduced -185.8k	-185,760 -2.5%
49	PLEXUS CORP COM PLXS	PLXS	628,196	$188.9m0.68%	0.68%	Reduced -24.2k	-24,242 -3.7%
50	CIRRUS LOGIC INC COM CRUS	CRUS	1,267,316	$188.2m0.68%	0.68%	Reduced -32.5k	-32,472 -2.5%
51	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	3,970,649	$182.0m0.66%	0.66%	Reduced -163.9k	-163,854 -4.0%
52	ALBANY INTL CORP CL A AIN	AIN	2,424,440	$180.6m0.65%	0.65%	Reduced -82.7k	-82,696 -3.3%
53	AAR CORP COM AIR	AIR	1,252,035	$179.0m0.65%	0.65%	Reduced -53.0k	-53,035 -4.1%
54	QIAGEN NV ORD SHARES QGEN	QGEN	4,573,455	$178.8m0.64%	0.64%	Added +705.0k	+704,966 18.2%
55	UMB FINL CORP COM UMBF	UMBF	1,242,430	$177.4m0.64%	0.64%	Reduced -35.5k	-35,459 -2.8%
56	SANMINA CORPORATION COM SANM	SANM	699,656	$177.1m0.64%	0.64%	Reduced -156.0k	-155,966 -18.2%
57	CF INDS HLDGS INC COM CF	CF	1,620,100	$175.4m0.63%	0.63%	Reduced -565.4k	-565,360 -25.9%
58	CUMMINS INC COM CMI	CMI	245,690	$175.2m0.63%	0.63%	Reduced -14.8k	-14,840 -5.7%
59	MASCO CORP COM MAS	MAS	2,149,015	$174.9m0.63%	0.63%	Reduced -30.4k	-30,424 -1.4%
60	BIO RAD LABS INC CL A BIO	BIO	580,752	$170.5m0.61%	0.61%	Reduced -8.0k	-7,979 -1.4%
61	BXP INC COM BXP	BXP	2,530,668	$167.8m0.61%	0.61%	Reduced -22.2k	-22,165 -0.9%
62	WEBSTER FINL CORP COM WBS	WBS	2,190,607	$167.4m0.60%	0.60%	Reduced -42.0k	-41,954 -1.9%
63	RENAISSANCERE HLDGS LTD COM RNR	RNR	521,980	$165.4m0.60%	0.60%	Reduced -7.9k	-7,924 -1.5%
64	TIMKEN CO COM TKR	TKR	1,135,223	$165.0m0.59%	0.59%	Reduced -33.4k	-33,361 -2.9%
65	BENCHMARK ELECTRS INC COM BHE	BHE	1,640,669	$161.9m0.58%	0.58%	Reduced -62.9k	-62,889 -3.7%
66	EASTMAN CHEM CO COM EMN	EMN	2,402,860	$160.9m0.58%	0.58%	Reduced -43.4k	-43,374 -1.8%
67	COPT DEFENSE PROPERTIES SHS BEN INT CDP	CDP	4,420,946	$160.9m0.58%	0.58%	Reduced -102.8k	-102,795 -2.3%
68	CHEESECAKE FACTORY INC COM CAKE	CAKE	2,012,694	$160.1m0.58%	0.58%	Reduced -75.9k	-75,924 -3.6%
69	LITTELFUSE INC COM LFUS	LFUS	351,359	$160.0m0.58%	0.58%	Reduced -17.1k	-17,104 -4.6%
70	SONOCO PRODS CO COM SON	SON	2,829,098	$159.4m0.57%	0.57%	Added +242.7k	+242,710 9.4%
71	SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SQM	SQM	2,104,577	$155.8m0.56%	0.56%	Added +14.6k	+14,600 0.7%
72	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	5,427,972	$155.1m0.56%	0.56%	New
73	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	442,602	$154.9m0.56%	0.56%	Reduced -8.8k	-8,815 -1.9%
74	STANDARDAERO INC COM SARO	SARO	5,058,565	$151.3m0.55%	0.55%	New
75	SPX TECHNOLOGIES INC COM SPXC	SPXC	607,048	$148.8m0.54%	0.54%	Reduced -25.3k	-25,314 -4.0%
76	FRANKLIN ELEC INC COM FELE	FELE	1,342,185	$143.9m0.52%	0.52%	Added +218.6k	+218,629 19.5%
77	OCEANEERING INTL INC COM OII	OII	3,547,295	$143.7m0.52%	0.52%	Reduced -137.0k	-137,018 -3.7%
78	NOVARTIS AG SPONSORED ADR NVS	NVS	886,634	$139.0m0.50%	0.50%	Added +1.3k	+1,344 0.1%
79	RIO TINTO PLC SPONSORED ADR RIO	RIO	1,445,246	$137.2m0.49%	0.49%	Added +2.3k	+2,260 0.2%
80	EQUINOR ASA SPONSORED ADR EQNR	EQNR	4,324,481	$135.8m0.49%	0.49%	Added +54.7k	+54,738 1.3%
81	CASELLA WASTE SYS INC CL A CWST	CWST	1,399,698	$135.7m0.49%	0.49%	Added +266.6k	+266,621 23.5%
82	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	767,973	$135.5m0.49%	0.49%	Reduced -16.1k	-16,129 -2.1%
83	CACI INTL INC CL A CACI	CACI	288,978	$133.9m0.48%	0.48%	Added +65.0k	+65,025 29.0%
84	LABCORP HOLDINGS INC COM SHS LH	LH	476,506	$133.4m0.48%	0.48%	Added +163.4k	+163,433 52.2%
85	DIGI INTL INC COM DGII	DGII	1,763,379	$132.2m0.48%	0.48%	Reduced -37.3k	-37,330 -2.1%
86	ICICI BANK LIMITED ADR IBN	IBN	4,504,348	$130.8m0.47%	0.47%	Added +34.5k	+34,487 0.8%
87	INSPERITY INC COM NSP	NSP	3,099,996	$128.1m0.46%	0.46%	Added +1.0m	+1,033,524 50.0%
88	STAG INDL INC COM STAG	STAG	3,309,674	$126.0m0.45%	0.45%	Reduced -99.0k	-98,999 -2.9%
89	EVERUS CONSTR GROUP COM ECG	ECG	753,089	$125.0m0.45%	0.45%	Reduced -208.1k	-208,094 -21.6%
90	AVNET INC COM AVT	AVT	1,399,020	$124.3m0.45%	0.45%	Reduced -30.9k	-30,929 -2.2%
91	SMITH A O CORP COM AOS	AOS	1,971,613	$123.7m0.45%	0.45%	Reduced -55.7k	-55,707 -2.8%
92	NEXTRACKER INC CLASS A COM NXT	NXT	1,026,538	$122.3m0.44%	0.44%	Reduced -31.5k	-31,528 -3.0%
93	WEX INC COM WEX	WEX	857,373	$121.0m0.44%	0.44%	Reduced -25.6k	-25,632 -2.9%
94	PARSONS CORP DEL COM PSN	PSN	2,294,501	$120.2m0.43%	0.43%	Added +514.2k	+514,151 28.9%
95	SOUTHSTATE BK CORP COM SSB	SSB	1,192,129	$119.1m0.43%	0.43%	Reduced -43.9k	-43,854 -3.5%
96	PENN ENTERTAINMENT INC COM PENN	PENN	5,551,025	$118.6m0.43%	0.43%	Added +2.7m	+2,723,817 96.3%
97	TWILIO INC CL A TWLO	TWLO	565,451	$116.7m0.42%	0.42%	Reduced -11.1k	-11,118 -1.9%
98	UNITED CMNTY BKS BLAIRSVLE G COM UCB	UCB	3,232,896	$113.4m0.41%	0.41%	Reduced -124.2k	-124,179 -3.7%
99	TRUSTMARK CORP COM TRMK	TRMK	2,439,025	$112.2m0.40%	0.40%	Reduced -93.6k	-93,577 -3.7%
100	MERITAGE HOMES CORP COM MTH	MTH	1,296,501	$108.7m0.39%	0.39%	Reduced -50.7k	-50,712 -3.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOLOGIC INC HOLX	HOLX	1,842,926	$139.3m1.8m shares
CARNIVAL CORP		5,363,683	$138.8m5.4m shares
COTERRA ENERGY INC CTRA	CTRA	1,776,682	$62.4m1.8m shares
AIR LEASE CORP AL	AL	3,355	$217.9k3.4k shares
NETFLIX INC NFLX	NFLX	2,240	$215.4k2.2k shares
ISHARES TR MCHI	MCHI	3,754	$210.9k3.8k shares
COMCAST CORP NEW CMCSA	CMCSA	7,003	$201.1k7.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
PAPA JOHNS INTL INC PZZA · 13G · filed 2026-08-14	PZZA	8.8%≈ $106.3m	+2.9 pts	13G	2026-08-14
INSPERITY INC NSP · 13G · filed 2026-08-14	NSP	8.1%≈ $128.1m	+2.7 pts	13G	2026-08-14
GATX CORP GATX · 13G · filed 2026-05-15	GATX	7.3%≈ $461.8m		13G	2026-05-15
CORE LABORATORIES INC CLB · 13G · filed 2026-02-12	CLB	6.9%≈ $37.5m		13G	2026-02-12
CTS CORP CTS · 13G · filed 2025-08-14	CTS	6.7%≈ $128.8m		13G	2025-08-14
DAKTRONICS INC DAKT · 13G · filed 2026-05-15	DAKT	6.6%≈ $62.4m	new	13G	2026-05-15
MOOG INC MOG.A · 13G · filed 2026-02-12	MOG.A	6.6%≈ $806.0m		13G	2026-02-12
WOLVERINE WORLD WIDE INC WWW · 13G · filed 2026-08-14	WWW	6.5%≈ $88.0m	+1.5 pts	13G	2026-08-14
HEXCEL CORP NEW HXL · 13G · filed 2025-08-14	HXL	6.5%≈ $514.4m		13G	2025-08-14
SCOTTS MIRACLE-GRO CO SMG · 13G · filed 2025-08-14	SMG	6.5%≈ $255.9m		13G	2025-08-14
EXPRO GROUP HOLDINGS NV 96779EUR · 13G · filed 2025-05-15	96779EUR	6.2%≈ $105.5m	new	13G	2025-05-15
SABRE CORP SABR · 13G · filed 2026-08-14	SABR	6.0%≈ $49.5m	-1.0 pts	13G	2026-08-14
ARCHROCK INC AROC · 13G · filed 2026-02-12	AROC	5.7%≈ $408.5m		13G	2026-02-12