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
Credicorp Ltd. (BAP)BAP$250.7KAddQ4 2025 13F$251k$264.77$398.20
Infosys Limited American Depositary SharesINFY$-189.3KExitQ4 2025 13F$189k$17.30$11.44
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$1M34.7k sharesAddQ4 2025 13F$170k$42.36--
H D F C Bank LtdHDB$164.9KAddQ4 2025 13F$165k$35.98$24.07
KB Financial Group IncKB$160.6KAddQ4 2025 13F$161k--$120.25
iShares Russell 1000 Value ETFIWD$140.5KOtherQ4 2025 13F$141k--$249.46
The Hackett Group, Inc.HCKT$122.9KAddQ4 2025 13F$123k$18.97$10.38
Chevron Corporation Common StockCVX$-119.5KTrimQ4 2025 13F$120k$152.30$192.98
Snap-on IncorporatedSNA$-114.7KTrimQ4 2025 13F$115k$341.92$403.70
BorgWarner IncBWA$71.5KAddQ4 2025 13F$71k$43.80$62.77
Motorola Solutions, Inc.MSI$-58.1KTrimQ4 2025 13F$58k$401.89$410.77
Taiwan Semiconductor Manufacturing Co LtdTSM$-55.6KTrimQ4 2025 13F$56k$293.42$424.61
Brady CorpBRC$-49.2KTrimQ4 2025 13F$49k$77.40$93.55
Fair Isaac CorporationFICO$39.9KAddQ4 2025 13F$40k$1,721.38$1,241.22
Joint Stock Company Kaspi.kzKSPI$27.5KAddQ4 2025 13F$27k$75.58$89.08
The Progressive CorporationPGR$-22.5KTrimQ4 2025 13F$23k$225.83$205.90
APA CorporationAPA$1.2KAddQ4 2025 13F$1.2k$24.19$34.28
ViacomCBS Inc. - Class BVIAC$-159.5MExitQ3 2025 13F$159M--$29.58
Resideo Technologies, Inc.REZI$91.6MAddQ3 2025 13F$92M$31.24$35.30
Madison Square Garden Entertainment CorpMSGE$350M7.7M sharesAddQ3 2025 13F$76M$40.52$74.09
Paramount Skydance Corporation Class B Common StockPSKY$56.8MOtherQ3 2025 13F$57M$18.60$9.14
Mattel, Inc. (MAT)MAT$-48.8MTrimQ3 2025 13F$49M$18.23$13.86
Prestige Consumer Healthcare Inc.PBH$48.5MAddQ3 2025 13F$48M$69.61$48.36
Norwegian Cruise Line Holdings Ltd (2)NCLH$46.8MAddQ3 2025 13F$47M$24.29$19.73
Gentex CorporationGNTX$42.4MAddQ3 2025 13F$42M$26.57$24.15
Mohawk Industries, Inc.MHK$38.8MAddQ3 2025 13F$39M$128.92$111.51
M&T Bank CorporationMTB$37.0MAddQ3 2025 13F$37M$196.22$254.04
The Walt Disney CompanyDIS$57M500k sharesAddQ3 2025 13F$36M$117.78$96.22
Kennametal Inc.KMT$-35.1MTrimQ3 2025 13F$35M$20.93$34.76
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$301M1.3M sharesAddQ3 2025 13F$35M$238.43--
The Middleby CorpMIDD$34.7MAddQ3 2025 13F$35M$138.84$133.94
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$34.4MAddQ3 2025 13F$34M----
Credicorp Ltd. (BAP)BAP$-31.5MTrimQ3 2025 13F$32M$247.38$398.20
Bio-Rad Laboratories IncBIO$29.4MAddQ3 2025 13F$29M$272.13$300.98
Zebra Technologies CorpZBRA$-28.6MTrimQ3 2025 13F$29M$319.44$255.17
Jones Lang LaSalle IncJLL$26.8MAddQ3 2025 13F$27M$285.67$327.91
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-25.6MExitQ3 2025 13F$26M----
Manchester United plcMANU$-25.5MTrimQ3 2025 13F$26M$16.97$22.19
Covista Inc.CVSA$25.0MAddQ3 2025 13F$25M$128.05$115.82
First American Financial CorporationFAF$24.2MAddQ3 2025 13F$24M$63.07$71.65
The Carlyle group Inc. (Cg)CG$23.6MAddQ3 2025 13F$24M$62.47$46.11
The Goldman Sachs Group IncGS$-23.3MTrimQ3 2025 13F$23M$741.01$1,072.80
Humana Inc.HUM$22.9MOtherQ3 2025 13F$23M$262.97$398.42
First Solar, Inc.FSLR$20.9MAddQ3 2025 13F$21M$191.94$207.57
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$170M13.8M sharesAddQ3 2025 13F$21M$12.36--
Brinks CompanyBCO$19.7MAddQ3 2025 13F$20M$104.62$117.77
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-19.3MExitQ3 2025 13F$19M----
Charles River Laboratories International, Inc.CRL$18.4MAddQ3 2025 13F$18M$158.82$228.22
FedEx CorporationFDX$17.9MOtherQ3 2025 13F$18M$185.65$315.19
The J M Smucker CompanySJM$17.5MAddQ3 2025 13F$17M$108.60$112.50
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