John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. is an influential American investor and the founder of Ariel Capital Management, established in 1983. As chairman and co-CEO, he has led Ariel Investments to become the largest minority-run mutual fund firm in the United States. Rogers is known for his contributions to Forbes magazine and his active role in various philanthropic and political initiatives, including his support for the 2008 Barack Obama presidential campaign. Ariel Investments, based in Chicago, focuses on small and mid-cap stocks, employing a value-oriented investment strategy. The firm emphasizes long-term growth and has developed a reputation for its disciplined approach to investment, which is reflected in its diverse portfolio across various sectors, including financial services, technology, and consumer cyclical. The disclosed trading record for John W. Rogers Jr. shows a total of 600 disclosures, with significant activity observed from February 13, 2025, to May 14, 2026. This period includes 251 position increases, 270 reductions, and 42 exits, with the largest move being an exit from ViacomCBS (VIAC) valued at approximately $159.5 million. The firm has notably engaged with companies such as Check Point Software Technologies Ltd (CHKP) and Microsoft Corp (MSFT), indicating a strategic focus on technology and financial sectors.

Latest Trades

CompanyValueActionChangePriceLast Price
Check Point Software Technologies LtdCHKP$-86.1MExitQ1 2026 13F$86M$167.43$135.73
OneSpaWorld Holdings LimitedOSW$354M15.4M sharesAddQ1 2026 13F$64M$21.27$26.55
Axalta Coating Systems LtdAXTA$96M3.5M sharesTrimQ1 2026 13F$61M$31.72$32.88
Microsoft CorpMSFT$23M62.2k sharesTrimQ1 2026 13F$60M$418.44$395.63
Generac Holdings Inc.GNRC$253M1.3M sharesAddQ1 2026 13F$59M$192.02$226.58
The Scotts Miracle-Gro CompanySMG$59M962.6k sharesOtherQ1 2026 13F$59M$64.67$73.47
Janus Henderson Group plcJHG$-55.6MExitQ1 2026 13F$56M$49.51$51.95
Mattel, Inc. (MAT)MAT$197M13.6M sharesTrimQ1 2026 13F$52M$18.22$13.86
Zebra Technologies CorpZBRA$163M777.4k sharesAddQ1 2026 13F$47M$234.87$255.17
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$-46.4MTrimQ1 2026 13F$46M----
Norwegian Cruise Line Holdings Ltd (2)NCLH$274M14.7M sharesTrimQ1 2026 13F$46M$21.85$19.73
ADT Inc.ADT$128M19.5M sharesTrimQ1 2026 13F$46M$7.51$6.77
Madison Square Garden Sports Corp.MSGS$231M717.3k sharesAddQ1 2026 13F$44M$298.04$390.02
The Carlyle group Inc. (Cg)CG$193M4M sharesTrimQ1 2026 13F$41M$55.15$46.11
Capital One Financial CorporationCOF$-39.3MExitQ1 2026 13F$39M$209.18$208.89
Webster Financial CorpWBS$-36.4MExitQ1 2026 13F$36M$68.46$75.63
Kennametal Inc.KMT$31M869k sharesTrimQ1 2026 13F$36M$36.45$34.76
Charles River Laboratories International, Inc.CRL$249M1.4M sharesTrimQ1 2026 13F$36M$185.41$228.22
NetApp, Inc.NTAP$-34.6MExitQ1 2026 13F$35M$99.03$162.10
Fifth Third BancorpFITB$26M567.4k sharesOtherQ1 2026 13F$26M$48.48$57.53
Covista Inc.CVSA$223M1.9M sharesAddQ1 2026 13F$26M$106.78$115.82
RLI Corp. Common Stock (RLI)RLI$50M872k sharesAddQ1 2026 13F$26M$60.05$58.05
Brinks CompanyBCO$96M923k sharesTrimQ1 2026 13F$24M$119.93$117.77
The Middleby CorpMIDD$209M1.6M sharesTrimQ1 2026 13F$23M$151.62$133.94
Algonquin Power and Utilities CorpAQN$121M19.6M sharesAddQ1 2026 13F$23M$6.48$5.87
The J M Smucker CompanySJM$179M1.9M sharesAddQ1 2026 13F$22M$104.71$112.50
Humana Inc.HUM$-21.2MExitQ1 2026 13F$21M$204.96$398.42
CenterPoint Energy IncCNP$21M476.9k sharesTrimQ1 2026 13F$18M$41.28$43.35
Littelfuse IncLFUS$73M215.4k sharesAddQ1 2026 13F$17M$324.56$402.01
Mohawk Industries, Inc.MHK$172M1.7M sharesTrimQ1 2026 13F$16M$116.52$111.51
Envista Holdings Corporation Common StockNVST$276M10.9M sharesAddQ1 2026 13F$16M$25.93$26.71
CVS Health CorpCVS$50M702.2k sharesTrimQ1 2026 13F$15M$77.03$107.43
FedEx CorporationFDX$35M98.9k sharesAddQ1 2026 13F$15M$279.53$318.37
Lindblad Expeditions Holdings, Inc.LIND$59M3.4M sharesTrimQ1 2026 13F$14M$17.76$27.51
Schlumberger N.V. Common StockSLB$64M1.2M sharesAddQ1 2026 13F$14M$49.47$46.79
DENTSPLY SIRONA Inc.XRAY$74M6.4M sharesAddQ1 2026 13F$14M$12.47$13.40
AT&T IncT$43M1.5M sharesAddQ1 2026 13F$13M$26.71$21.43
Bio-Rad Laboratories IncBIO$219M786k sharesTrimQ1 2026 13F$13M$287.99$300.98
Boyd Gaming CorporationBYD$187M2.3M sharesTrimQ1 2026 13F$13M$83.95$87.64
FactSet Research Systems IncFDS$49M225k sharesAddQ1 2026 13F$12M$233.37$258.17
Knowles CorporationKN$98M3.8M sharesAddQ1 2026 13F$12M$25.31$35.49
Madison Square Garden Entertainment CorpMSGE$649M8.6M sharesTrimQ1 2026 13F$12M$59.14$74.09
First Solar, Inc.FSLR$54M271.5k sharesTrimQ1 2026 13F$12M$207.59$207.57
Paramount Skydance Corporation Class B Common StockPSKY$23M2.5M sharesTrimQ1 2026 13F$12M$10.94$9.14
Northern Trust CorporationNTRS$159M1.1M sharesTrimQ1 2026 13F$11M$143.87$191.13
BOK Financial CorporationBOKF$211M1.6M sharesAddQ1 2026 13F$11M$128.49$139.33
Jones Lang LaSalle IncJLL$312M1M sharesAddQ1 2026 13F$11M$322.98$327.91
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$-11.2MTrimQ1 2026 13F$11M----
Resideo Technologies, Inc.REZI$205M6.1M sharesTrimQ1 2026 13F$10M$35.71$35.30
Lazard LtdLAZ$248M5.8M sharesTrimQ1 2026 13F$10M$48.92$45.03
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John W. Rogers Jr. - Ariel Investments | TradingNote