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
Algonquin Power and Utilities CorpAQN$10.1MAddQ4 2025 13F$10M$5.94$5.87
Knowles CorporationKN$-10.1MTrimQ4 2025 13F$10M$22.79$35.49
CVS Health CorpCVS$-9.1MTrimQ4 2025 13F$9M$78.84$107.43
BOK Financial CorporationBOKF$8.5MAddQ4 2025 13F$8M$112.12$139.33
Manchester United plcMANU$7.8MAddQ4 2025 13F$8M$16.15$22.19
Keysight Technologies IncKEYS$6.6MAddQ4 2025 13F$7M$185.56$319.00
The Walt Disney CompanyDIS$63M557.6k sharesAddQ4 2025 13F$6M$110.13$96.22
NetApp, Inc.NTAP$-6.1MTrimQ4 2025 13F$6M--$162.10
First Solar, Inc.FSLR$-6.1MTrimQ4 2025 13F$6M$252.20$207.57
Vanguard Total International Stock ETFVXUS$-5.2MExitQ4 2025 13F$5M--$84.06
Bio-Rad Laboratories IncBIO$4.7MAddQ4 2025 13F$5M$312.04$300.98
Schlumberger N.V. Common StockSLB$4.6MAddQ4 2025 13F$5M$36.25$46.79
Capital One Financial CorporationCOF$-4.5MTrimQ4 2025 13F$4M$222.62$208.89
CarMax IncKMX$-3.9MTrimQ4 2025 13F$4M$39.99$58.47
Vanguard Total World Stock ETFVT$-3.8MExitQ4 2025 13F$4M$139.78$156.13
Covista Inc.CVSA$-3.6MTrimQ4 2025 13F$4M$114.51$115.82
WEX Inc. common stockWEX$-3.5MTrimQ4 2025 13F$4M$148.98$157.88
Molson Coors Beverage CompanyTAP$3.3MAddQ4 2025 13F$3M$46.57$41.78
Lindblad Expeditions Holdings, Inc.LIND$3.1MAddQ4 2025 13F$3M$12.61$27.51
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$51M4.5M sharesTrimQ4 2025 13F$3M$11.32--
FedEx CorporationFDX$2.7MAddQ4 2025 13F$3M$211.48$315.19
KORN FERRYKFY$-2.5MTrimQ4 2025 13F$2M$67.27$78.87
Littelfuse IncLFUS$-2.4MTrimQ4 2025 13F$2M$254.62$402.01
Masco CorporationMAS$-2.3MTrimQ4 2025 13F$2M$64.89$80.14
Vail Resorts IncMTN$-2.3MTrimQ4 2025 13F$2M$147.17$148.03
Northern Trust CorporationNTRS$-2.3MTrimQ4 2025 13F$2M$131.30$191.13
CBRE Group IncCBRE$-2.1MTrimQ4 2025 13F$2M$157.23$138.39
Vanguard FTSE Developed Markets ETFVEA$-1.9MTrimQ4 2025 13F$2M$61.26$70.82
iShares Russell 2000 Value ETFIWN$-1.9MTrimQ4 2025 13F$2M$179.63$224.18
Humana Inc.HUM$-1.7MTrimQ4 2025 13F$2M$262.16$398.42
CenterPoint Energy IncCNP$-1.6MTrimQ4 2025 13F$2M$38.98$42.72
Mosaic CompanyMOS$-1.6MTrimQ4 2025 13F$2M$26.93$22.54
M&T Bank CorporationMTB$-1.5MTrimQ4 2025 13F$1M$191.05$254.04
Oracle CorporationORCL$-1.4MTrimQ4 2025 13F$1M$237.10$132.54
Barrick Mining CorporationB$1.4MAddQ4 2025 13F$1M$37.52$35.13
First American Financial CorporationFAF$1.4MAddQ4 2025 13F$1M$62.71$71.65
Copa Holdings, S.A.CPA$1.1MOtherQ4 2025 13F$1M$122.34$147.46
Schwab (Charles) CorpSCHW$1.0MAddQ4 2025 13F$1M$94.87$101.95
Gilead Sciences, Inc.GILD$883.7KAddQ4 2025 13F$884k$121.53$130.28
Simpson Manufacturing Co. IncSSD$-792.1KTrimQ4 2025 13F$792k$169.05$189.61
PHINIA Inc.PHIN$729.7KAddQ4 2025 13F$730k--$81.03
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$23M212.1k sharesTrimQ4 2025 13F$669k$110.27--
Johnson & JohnsonJNJ$-662.1KTrimQ4 2025 13F$662k$197.75$247.02
Bank of America CorpBAC$28M517.4k sharesAddQ4 2025 13F$618k$52.86$61.59
KKR & Co IncKKR$573.3KAddQ4 2025 13F$573k$124.38$102.75
Stanley Black & Decker IncSWK$-469.2KTrimQ4 2025 13F$469k$70.42$87.96
MGP Ingredients, Inc. - Common StockMGPI$-339.9KTrimQ4 2025 13F$340k--$18.37
Lockheed Martin CorpLMT$-284.3KTrimQ4 2025 13F$284k$478.57$514.99
The Goldman Sachs Group IncGS$257.0KAddQ4 2025 13F$257k$815.95$1,072.80
Arthur J. Gallagher & CoAJG$-252.2KTrimQ4 2025 13F$252k$264.74$254.22
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