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.

History Trades

CompanyValueActionChangePriceLast Price
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-99.2MExitQ4 2025 13F$99M----
The Interpublic Group of Cos IncIPG$-89.0MExitQ4 2025 13F$89M$25.97$24.57
Omnicom Group Inc.OMC$87.9MOtherQ4 2025 13F$88M$76.41$80.93
Resideo Technologies, Inc.REZI$-74.2MTrimQ4 2025 13F$74M$37.00$35.30
Madison Square Garden Entertainment CorpMSGE$371M6.9M sharesTrimQ4 2025 13F$71M$48.11$74.09
The Middleby CorpMIDD$62.5MAddQ4 2025 13F$62M$131.27$133.94
DENTSPLY SIRONA Inc.XRAY$60.3MOtherQ4 2025 13F$60M$11.74$13.40
Charles River Laboratories International, Inc.CRL$51.7MAddQ4 2025 13F$52M$181.39$228.22
Generac Holdings Inc.GNRC$-51.4MTrimQ4 2025 13F$51M$161.36$226.58
Verizon Communications IncVZ$-51.3MExitQ4 2025 13F$51M$40.56$43.50
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$219M13.7M sharesAddQ4 2025 13F$49M$16.03--
Zebra Technologies CorpZBRA$39.6MAddQ4 2025 13F$40M$267.42$255.17
Bristol-Myers Squibb CompanyBMY$39.5MOtherQ4 2025 13F$40M$48.11$60.85
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$341M1.2M sharesAddQ4 2025 13F$39M$288.28--
Zimmer Biomet Holdings, Inc.ZBH$-38.6MTrimQ4 2025 13F$39M$94.82$89.68
Axalta Coating Systems LtdAXTA$37.3MAddQ4 2025 13F$37M$29.34$32.88
Webster Financial CorpWBS$36.4MOtherQ4 2025 13F$36M$59.37$75.63
FactSet Research Systems IncFDS$36.4MOtherQ4 2025 13F$36M$280.73$258.17
Janus Henderson Group plcJHG$-35.4MTrimQ4 2025 13F$35M$44.24$51.95
The Carlyle group Inc. (Cg)CG$-31.9MTrimQ4 2025 13F$32M$56.81$46.11
Hewlett Packard Enterprise CompanyHPE$31.7MOtherQ4 2025 13F$32M$23.56$45.90
Mohawk Industries, Inc.MHK$-31.2MTrimQ4 2025 13F$31M$114.84$111.51
AT&T IncT$29.9MOtherQ4 2025 13F$30M$25.32$21.43
Prestige Consumer Healthcare Inc.PBH$28.8MAddQ4 2025 13F$29M$61.21$48.36
Boyd Gaming CorporationBYD$-25.5MTrimQ4 2025 13F$26M$82.41$87.64
RLI Corp. Common Stock (RLI)RLI$23.9MOtherQ4 2025 13F$24M$62.81$58.05
Intel CorpINTC$23.8MAddQ4 2025 13F$24M$37.76$99.98
Brinks CompanyBCO$-23.3MTrimQ4 2025 13F$23M$114.38$117.77
Norwegian Cruise Line Holdings Ltd (2)NCLH$22.7MAddQ4 2025 13F$23M$21.12$19.73
Western Alliance Bancorporation Common StockWAL$-22.4MExitQ4 2025 13F$22M$79.32$83.97
nVent Electric PLCNVT$-22.3MTrimQ4 2025 13F$22M$103.85$159.46
Paramount Skydance Corporation Class B Common StockPSKY$-22.1MTrimQ4 2025 13F$22M$15.61$9.14
Madison Square Garden Sports Corp.MSGS$21.8MAddQ4 2025 13F$22M$227.62$390.02
D.R. Horton IncDHI$-21.8MExitQ4 2025 13F$22M$152.24$151.55
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$20.8MAddQ4 2025 13F$21M----
Gentex CorporationGNTX$-20.7MTrimQ4 2025 13F$21M$24.11$24.15
Lazard LtdLAZ$-19.7MTrimQ4 2025 13F$20M$49.90$45.03
ADT Inc.ADT$-18.2MTrimQ4 2025 13F$18M$8.31$6.77
Microsoft CorpMSFT$-17.1MTrimQ4 2025 13F$17M$501.12$395.63
Mattel, Inc. (MAT)MAT$17.0MAddQ4 2025 13F$17M$19.32$13.86
Jones Lang LaSalle IncJLL$16.9MAddQ4 2025 13F$17M$313.44$327.91
Envista Holdings Corporation Common StockNVST$15.4MAddQ4 2025 13F$15M$20.52$26.71
The Allstate CorporationALL$-15.0MExitQ4 2025 13F$15M$204.71$253.58
Check Point Software Technologies LtdCHKP$-14.5MTrimQ4 2025 13F$14M$193.34$135.73
Labcorp Holdings Inc.LH$-13.8MTrimQ4 2025 13F$14M$265.59$279.61
OneSpaWorld Holdings LimitedOSW$11.8MAddQ4 2025 13F$12M$20.94$26.55
Kennametal Inc.KMT$-11.5MTrimQ4 2025 13F$12M$25.54$34.76
Leslie's, Inc. (LESL)LESL$-11.5MTrimQ4 2025 13F$12M--$2.76
Fiserv, Inc.FISV$-11.0MTrimQ4 2025 13F$11M$83.71$51.48
The J M Smucker CompanySJM$-10.3MTrimQ4 2025 13F$10M$103.38$112.50
Showing 1-50 of 584