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
M&T Bank CorporationMTB$-18.2KTrimQ1 2025 13F$18k$189.66$254.04
Motorola Solutions, Inc.MSI$-17.3KTrimQ1 2025 13F$17k$446.17$410.77
Brady CorpBRC$-10.9KTrimQ1 2025 13F$11k$72.65$93.55
Royal Caribbean Cruises Ltd. Common StockRCL$-79.1MTrimQ4 2024 13F$79M$221.44$286.21
Mohawk Industries, Inc.MHK$-73.0MTrimQ4 2024 13F$73M--$111.51
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-69.1MExitQ4 2024 13F$69M----
Generac Holdings Inc.GNRC$-59.2MTrimQ4 2024 13F$59M--$226.58
Bio-Rad Laboratories IncBIO$57.4MAddQ4 2024 13F$57M--$300.98
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$53M879.2k sharesOtherQ4 2024 13F$53M$60.48--
Jones Lang LaSalle IncJLL$-47.0MTrimQ4 2024 13F$47M$266.50$327.91
CenterPoint Energy IncCNP$46.3MOtherQ4 2024 13F$46M$30.80$42.72
Microsoft CorpMSFT$-39.9MTrimQ4 2024 13F$40M$425.95$390.34
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$113M50.5M sharesTrimQ4 2024 13F$34M$2.23--
The Interpublic Group of Cos IncIPG$-32.8MTrimQ4 2024 13F$33M$29.86$24.57
Kennametal Inc.KMT$-29.6MTrimQ4 2024 13F$30M--$34.76
The Carlyle group Inc. (Cg)CG$28.8MAddQ4 2024 13F$29M$50.69$46.11
AbbVie IncABBV$27.0MOtherQ4 2024 13F$27M$183.86$253.30
Boyd Gaming CorporationBYD$25.2MAddQ4 2024 13F$25M$70.18$87.64
WEX Inc. common stockWEX$24.5MAddQ4 2024 13F$24M--$157.88
Resideo Technologies, Inc.REZI$23.9MAddQ4 2024 13F$24M$23.45$35.30
Stanley Black & Decker IncSWK$-22.8MTrimQ4 2024 13F$23M$92.74$87.96
Lazard LtdLAZ$-21.7MTrimQ4 2024 13F$22M--$45.03
Charles River Laboratories International, Inc.CRL$20.2MAddQ4 2024 13F$20M$192.63$228.22
Covista Inc.CVSA$20.2MAddQ4 2024 13F$20M$83.62$115.82
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$167M9.6M sharesTrimQ4 2024 13F$19M$17.31--
Mattel, Inc. (MAT)MAT$-19.3MTrimQ4 2024 13F$19M$18.90$13.86
Check Point Software Technologies LtdCHKP$-19.2MTrimQ4 2024 13F$19M$188.34$135.73
Zebra Technologies CorpZBRA$-19.1MTrimQ4 2024 13F$19M$387.42$255.17
MGP Ingredients, Inc. - Common StockMGPI$-18.8MTrimQ4 2024 13F$19M--$18.37
Comerica IncorporatedCMA$-18.2MExitQ4 2024 13F$18M$65.00$88.67
Bristol-Myers Squibb CompanyBMY$-17.7MExitQ4 2024 13F$18M$55.87$60.85
JD.com, Inc.JD$-17.7MExitQ4 2024 13F$18M$38.71$29.28
Gilead Sciences, Inc.GILD$17.1MAddQ4 2024 13F$17M$90.04$130.28
Prestige Consumer Healthcare Inc.PBH$15.0MAddQ4 2024 13F$15M--$48.36
Bio-Rad Laboratories IncBIO$98.2MAddQ3 2024 13F$98M--$300.98
The Middleby CorpMIDD$94.1MAddQ3 2024 13F$94M$134.32$133.94
Stericycle, Inc.SRCL$-88.7MExitQ3 2024 13F$89M--$61.98
Lazard LtdLAZ$79.2MAddQ3 2024 13F$79M--$45.03
Mohawk Industries, Inc.MHK$67.5MAddQ3 2024 13F$68M--$111.51
Envista Holdings Corporation Common StockNVST$60.3MAddQ3 2024 13F$60M--$26.71
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$58.2MAddQ3 2024 13F$58M----
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU$-55.0MTrimQ3 2024 13F$55M$88.32$112.82
The J M Smucker CompanySJM$49.8MAddQ3 2024 13F$50M$117.81$112.50
First American Financial CorporationFAF$45.1MAddQ3 2024 13F$45M$61.05$71.65
Jones Lang LaSalle IncJLL$43.1MAddQ3 2024 13F$43M$242.49$327.91
Madison Square Garden Entertainment CorpMSGE$282M6.6M sharesAddQ3 2024 13F$42M$42.53$74.09
Mattel, Inc. (MAT)MAT$41.2MAddQ3 2024 13F$41M$18.43$13.86
Boyd Gaming CorporationBYD$38.9MAddQ3 2024 13F$39M$59.03$87.64
Truist Financial CorpTFC$-38.7MExitQ3 2024 13F$39M$42.23$51.19
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$258M1.5M sharesAddQ3 2024 13F$33M$177.80--
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