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
Generac Holdings Inc.GNRC$31.8MAddQ3 2024 13F$32M--$226.58
Western Alliance Bancorporation Common StockWAL$31.4MOtherQ3 2024 13F$31M--$83.97
WEX Inc. common stockWEX$31.3MOtherQ3 2024 13F$31M--$157.88
Covista Inc.CVSA$-30.6MTrimQ3 2024 13F$31M$73.75$115.82
Evercore Inc.EVR$-25.3MExitQ3 2024 13F$25M$238.02$349.71
Microsoft CorpMSFT$-24.8MTrimQ3 2024 13F$25M$427.47$395.63
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$186M10M sharesTrimQ3 2024 13F$23M$18.53--
The Carlyle group Inc. (Cg)CG$20.9MAddQ3 2024 13F$21M$41.96$46.11
ADT Inc.ADT$-20.2MTrimQ3 2024 13F$20M--$6.77
Stericycle, Inc.SRCL$-134.6MTrimQ2 2024 13F$135M--$61.98
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-119.0MExitQ2 2024 13F$119M----
Labcorp Holdings Inc.LH$90.4MOtherQ2 2024 13F$90M$203.42$279.61
Resideo Technologies, Inc.REZI$-82.0MTrimQ2 2024 13F$82M$20.69$35.30
Mattel, Inc. (MAT)MAT$-67.8MTrimQ2 2024 13F$68M$18.12$13.86
Charles River Laboratories International, Inc.CRL$-65.6MTrimQ2 2024 13F$66M$226.59$228.22
Madison Square Garden Entertainment CorpMSGE$224M6.6M sharesTrimQ2 2024 13F$57M$34.23$74.09
Manchester United plcMANU$55.2MAddQ2 2024 13F$55M--$22.19
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$-49.9MTrimQ2 2024 13F$50M----
Simpson Manufacturing Co. IncSSD$-43.1MTrimQ2 2024 13F$43M$175.08$189.61
Covista Inc.CVSA$42.4MAddQ2 2024 13F$42M--$115.82
Mohawk Industries, Inc.MHK$-38.5MTrimQ2 2024 13F$39M--$111.51
The J M Smucker CompanySJM$38.4MAddQ2 2024 13F$38M$113.15$112.50
The Allstate CorporationALL$38.3MOtherQ2 2024 13F$38M$166.81$253.58
Microsoft CorpMSFT$-35.3MTrimQ2 2024 13F$35M$422.32$395.63
DaVita Inc. Common StockDVA$-35.2MTrimQ2 2024 13F$35M--$231.61
Lazard LtdLAZ$-33.9MTrimQ2 2024 13F$34M--$45.03
ADT Inc.ADT$32.0MAddQ2 2024 13F$32M--$6.77
The Carlyle group Inc. (Cg)CG$-30.8MTrimQ2 2024 13F$31M$43.18$46.11
nVent Electric PLCNVT$-29.6MTrimQ2 2024 13F$30M$77.62$159.46
Gilead Sciences, Inc.GILD$-29.1MTrimQ2 2024 13F$29M$66.73$130.28
Brinks CompanyBCO$-28.1MTrimQ2 2024 13F$28M--$117.77
Credicorp Ltd. (BAP)BAP$-27.3MTrimQ2 2024 13F$27M$165.46$398.20
Envista Holdings Corporation Common StockNVST$-26.0MTrimQ2 2024 13F$26M--$26.71
Gentex CorporationGNTX$-25.6MTrimQ2 2024 13F$26M$34.53$24.15
Lazard LtdLAZ$264.6MOtherQ1 2024 13F$265M--$45.03
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-235.6MExitQ1 2024 13F$236M----
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$86M1.1M sharesOtherQ1 2024 13F$86M$79.65--
Philip Morris International IncPM$-83.0MTrimQ1 2024 13F$83M$92.21$192.12
Madison Square Garden Entertainment CorpMSGE$274M7M sharesAddQ1 2024 13F$82M$39.21$74.09
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU$-62.0MTrimQ1 2024 13F$62M$106.48$112.82
CVS Health CorpCVS$48.4MOtherQ1 2024 13F$48M$76.39$107.43
ADT Inc.ADT$45.7MAddQ1 2024 13F$46M--$6.77
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$44.9MAddQ1 2024 13F$45M----
Manchester United plcMANU$-40.6MTrimQ1 2024 13F$41M--$22.19
The J M Smucker CompanySJM$40.1MAddQ1 2024 13F$40M$126.61$112.50
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$162M25M sharesTrimQ1 2024 13F$40M$6.50--
Capital One Financial CorporationCOF$39.3MOtherQ1 2024 13F$39M$135.42$208.89
Snap-on IncorporatedSNA$-38.9MTrimQ1 2024 13F$39M$283.85$403.70
Amdocs Limited - Ordinary SharesDOX$-36.1MExitQ1 2024 13F$36M--$51.56
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$222M1.3M sharesAddQ1 2024 13F$34M$167.47--
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