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
ZimVie Inc.ZIMV$-1.9MExitQ3 2025 13F$2M$18.91$18.99
PHINIA Inc.PHIN$1.8MAddQ3 2025 13F$2M--$81.03
APA CorporationAPA$1.8MAddQ3 2025 13F$2M$21.11$34.28
Molson Coors Beverage CompanyTAP$-1.7MTrimQ3 2025 13F$2M$49.37$41.78
Axalta Coating Systems LtdAXTA$1.7MAddQ3 2025 13F$2M$30.10$32.88
Northern Trust CorporationNTRS$-1.6MTrimQ3 2025 13F$2M$128.68$177.70
Vail Resorts IncMTN$-1.5MTrimQ3 2025 13F$2M$155.21$143.44
Simpson Manufacturing Co. IncSSD$-1.3MTrimQ3 2025 13F$1M$178.96$189.26
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$24M215.3k sharesAddQ3 2025 13F$1M$111.70--
Snap-on IncorporatedSNA$1.1MAddQ3 2025 13F$1M$327.36$395.41
Fiserv, Inc.FISV$1.1MAddQ3 2025 13F$1M$143.31$51.48
Chevron Corporation Common StockCVX$1.0MAddQ3 2025 13F$1M$154.87$192.98
Lockheed Martin CorpLMT$901.2KAddQ3 2025 13F$901k$453.72$514.99
Lazard LtdLAZ$801.2KAddQ3 2025 13F$801k$53.93$43.05
Intel CorpINTC$794.4KAddQ3 2025 13F$794k$24.23$105.45
BorgWarner IncBWA$681.1KAddQ3 2025 13F$681k$39.96$62.77
Verizon Communications IncVZ$600.9KAddQ3 2025 13F$601k$43.29$43.50
Vanguard Total World Stock ETFVT$-487.3KTrimQ3 2025 13F$487k$137.80$156.13
H D F C Bank LtdHDB$315.6KOtherQ3 2025 13F$316k$34.77$24.07
Mosaic CompanyMOS$-267.0KTrimQ3 2025 13F$267k$34.45$22.54
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$1M32.2k sharesAddQ3 2025 13F$202k$40.34--
Infosys Limited American Depositary SharesINFY$189.3KOtherQ3 2025 13F$189k$17.22$11.44
The Dun & Bradstreet CorpDNB$-176.3KExitQ3 2025 13F$176k$9.11$9.15
Fair Isaac CorporationFICO$-75.7KTrimQ3 2025 13F$76k$1,503.82$1,241.22
Joint Stock Company Kaspi.kzKSPI$67.1KAddQ3 2025 13F$67k$87.58$89.08
The Progressive CorporationPGR$62.2KAddQ3 2025 13F$62k$246.52$205.90
KB Financial Group IncKB$-50.2KTrimQ3 2025 13F$50k--$120.25
Brady CorpBRC$35.3KAddQ3 2025 13F$35k$73.94$93.55
Motorola Solutions, Inc.MSI$26.3KAddQ3 2025 13F$26k$450.64$410.77
Madison Square Garden Entertainment CorpMSGE$316M7.9M sharesAddQ2 2025 13F$91M$35.29$76.91
OneSpaWorld Holdings LimitedOSW$89.5MAddQ2 2025 13F$90M$18.30$26.44
Norwegian Cruise Line Holdings Ltd (2)NCLH$78.7MAddQ2 2025 13F$79M$17.91$18.71
The J M Smucker CompanySJM$-72.7MTrimQ2 2025 13F$73M$110.08$112.50
The Interpublic Group of Cos IncIPG$-65.5MTrimQ2 2025 13F$65M$24.36$24.57
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$61.0MAddQ2 2025 13F$61M----
Microsoft CorpMSFT$59.5MAddQ2 2025 13F$60M$433.34$390.34
Generac Holdings Inc.GNRC$53.8MAddQ2 2025 13F$54M$122.08$210.50
First Solar, Inc.FSLR$50.9MOtherQ2 2025 13F$51M$147.30$207.57
Kennametal Inc.KMT$-50.6MTrimQ2 2025 13F$51M$20.83$34.86
Charles River Laboratories International, Inc.CRL$49.1MAddQ2 2025 13F$49M$133.62$229.29
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$95M1.4M sharesAddQ2 2025 13F$49M$68.22--
Manchester United plcMANU$48.5MAddQ2 2025 13F$48M$14.79$22.19
Check Point Software Technologies LtdCHKP$-45.2MTrimQ2 2025 13F$45M$220.15$135.73
Prestige Consumer Healthcare Inc.PBH$-40.7MTrimQ2 2025 13F$41M$83.68$48.94
Zebra Technologies CorpZBRA$40.7MAddQ2 2025 13F$41M$271.68$256.95
Masco CorporationMAS$-39.6MTrimQ2 2025 13F$40M$63.09$80.14
Algonquin Power and Utilities CorpAQN$39.4MAddQ2 2025 13F$39M$5.48$5.87
The Dun & Bradstreet CorpDNB$-35.6MTrimQ2 2025 13F$36M$8.95$9.15
Lazard LtdLAZ$32.8MAddQ2 2025 13F$33M$41.84$43.05
Envista Holdings Corporation Common StockNVST$31.8MAddQ2 2025 13F$32M$17.39$26.17
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