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
The Carlyle group Inc. (Cg)CG$30.9MAddQ2 2025 13F$31M$43.08$44.41
Fiserv, Inc.FISV$30.5MAddQ2 2025 13F$30M$181.98$51.48
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$267M1.4M sharesAddQ2 2025 13F$30M$196.77--
CenterPoint Energy IncCNP$-27.5MTrimQ2 2025 13F$27M$37.05$42.72
First American Financial CorporationFAF$-27.1MTrimQ2 2025 13F$27M$59.46$71.65
CNH Industrial N.V. Common SharesCNHI$-26.9MExitQ2 2025 13F$27M--$11.45
nVent Electric PLCNVT$26.7MAddQ2 2025 13F$27M$61.28$158.87
Resideo Technologies, Inc.REZI$26.5MAddQ2 2025 13F$27M$19.06$35.30
ADT Inc.ADT$-23.4MTrimQ2 2025 13F$23M$8.19$6.90
The Walt Disney CompanyDIS$21M172.2k sharesOtherQ2 2025 13F$21M$103.82$96.22
Bio-Rad Laboratories IncBIO$21.1MAddQ2 2025 13F$21M$236.51$300.98
The Goldman Sachs Group IncGS$20.9MAddQ2 2025 13F$21M$578.93$1,072.80
Mohawk Industries, Inc.MHK$-19.1MTrimQ2 2025 13F$19M$104.42$110.01
Axalta Coating Systems LtdAXTA$-18.6MTrimQ2 2025 13F$19M$31.17$31.68
Northern Trust CorporationNTRS$-18.6MTrimQ2 2025 13F$19M$102.19$177.70
Western Alliance Bancorporation Common StockWAL$-18.5MTrimQ2 2025 13F$18M$77.41$82.97
Boyd Gaming CorporationBYD$17.8MAddQ2 2025 13F$18M$71.32$86.64
AbbVie IncABBV$-17.7MExitQ2 2025 13F$18M$186.22$253.30
BorgWarner IncBWA$-17.5MTrimQ2 2025 13F$17M$30.63$62.77
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$26M60.9M sharesTrimQ2 2025 13F$17M$0.4199--
Philip Morris International IncPM$-17.2MExitQ2 2025 13F$17M$171.52$192.12
The Middleby CorpMIDD$-16.0MTrimQ2 2025 13F$16M$141.07$131.14
Verizon Communications IncVZ$-14.0MTrimQ2 2025 13F$14M$43.34$43.50
BOK Financial CorporationBOKF$-13.6MTrimQ2 2025 13F$14M$94.23$141.22
The Allstate CorporationALL$-12.8MTrimQ2 2025 13F$13M$199.63$253.58
Bank of America CorpBAC$23M477.9k sharesTrimQ2 2025 13F$12M$42.07$61.62
Capital One Financial CorporationCOF$-12.1MTrimQ2 2025 13F$12M$186.48$201.36
Covista Inc.CVSA$-11.8MTrimQ2 2025 13F$12M$117.96$115.13
NetApp, Inc.NTAP$11.7MAddQ2 2025 13F$12M--$167.07
CVS Health CorpCVS$11.2MAddQ2 2025 13F$11M$65.61$107.43
Mattel, Inc. (MAT)MAT$11.2MAddQ2 2025 13F$11M$17.82$14.20
Knowles CorporationKN$11.0MAddQ2 2025 13F$11M$16.13$35.49
Zimmer Biomet Holdings, Inc.ZBH$-10.9MTrimQ2 2025 13F$11M$96.96$89.68
ViacomCBS Inc. - Class BVIAC$-10.5MTrimQ2 2025 13F$11M--$29.58
Labcorp Holdings Inc.LH$10.2MAddQ2 2025 13F$10M$243.33$279.61
Intel CorpINTC$9.9MAddQ2 2025 13F$10M$20.75$105.45
KKR & Co IncKKR$8.4MAddQ2 2025 13F$8M$117.03$102.75
Lindblad Expeditions Holdings, Inc.LIND$8.3MAddQ2 2025 13F$8M$9.90$27.51
Molson Coors Beverage CompanyTAP$-7.8MTrimQ2 2025 13F$8M$55.17$40.04
Gilead Sciences, Inc.GILD$-7.3MTrimQ2 2025 13F$7M$106.51$130.28
Vanguard FTSE Developed Markets ETFVEA$7.2MAddQ2 2025 13F$7M$53.52$69.72
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$51M4.5M sharesTrimQ2 2025 13F$7M$11.56--
Schwab (Charles) CorpSCHW$-6.6MTrimQ2 2025 13F$7M$83.65$101.95
Littelfuse IncLFUS$6.6MAddQ2 2025 13F$7M$197.21$402.01
CarMax IncKMX$-6.4MTrimQ2 2025 13F$6M$67.42$58.47
WEX Inc. common stockWEX$-5.8MTrimQ2 2025 13F$6M--$171.47
Schlumberger N.V. Common StockSLB$-5.8MTrimQ2 2025 13F$6M$34.80$46.79
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$149M13M sharesTrimQ2 2025 13F$6M$11.52--
Barrick Mining CorporationB$5.1MOtherQ2 2025 13F$5M$19.54$35.13
The Hackett Group, Inc.HCKT$-5.1MTrimQ2 2025 13F$5M$25.52$10.38
Showing 251-300 of 584