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
CBRE Group IncCBRE$-5.0MTrimQ2 2025 13F$5M$126.52$138.39
Madison Square Garden Sports Corp.MSGS$-5.0MTrimQ2 2025 13F$5M$192.64$390.02
Vanguard Total World Stock ETFVT$-4.4MTrimQ2 2025 13F$4M--$156.13
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-4.2MExitQ2 2025 13F$4M----
Stanley Black & Decker IncSWK$-4.2MTrimQ2 2025 13F$4M$64.74$87.41
Vanguard Total International Stock ETFVXUS$-3.9MExitQ2 2025 13F$4M--$84.06
Brinks CompanyBCO$3.4MAddQ2 2025 13F$3M$87.02$117.77
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$19M140.4k sharesAddQ2 2025 13F$3M$137.52--
Gentex CorporationGNTX$-3.2MTrimQ2 2025 13F$3M$21.88$24.15
MGP Ingredients, Inc. - Common StockMGPI$3.2MAddQ2 2025 13F$3M--$18.37
iShares Russell 2000 Value ETFIWN$-2.7MTrimQ2 2025 13F$3M$148.94$224.18
KORN FERRYKFY$2.0MAddQ2 2025 13F$2M$66.62$78.87
Taiwan Semiconductor Manufacturing Co LtdTSM$1.8MAddQ2 2025 13F$2M$184.95$424.61
Oracle CorporationORCL$1.7MAddQ2 2025 13F$2M$161.13$125.86
Mosaic CompanyMOS$1.6MAddQ2 2025 13F$2M$31.96$22.54
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$23M216.6k sharesTrimQ2 2025 13F$2M$105.46--
Snap-on IncorporatedSNA$-1.5MTrimQ2 2025 13F$2M$318.44$395.41
Janus Henderson Group plcJHG$1.4MAddQ2 2025 13F$1M$35.25$51.95
KB Financial Group IncKB$-1.3MTrimQ2 2025 13F$1M--$120.25
D.R. Horton IncDHI$1.2MAddQ2 2025 13F$1M$128.03$142.52
Vail Resorts IncMTN$-1.1MTrimQ2 2025 13F$1M$148.75$143.44
Keysight Technologies IncKEYS$917.6KAddQ2 2025 13F$918k$152.38$319.00
Chevron Corporation Common StockCVX$-910.1KTrimQ2 2025 13F$910k$141.39$192.98
Credicorp Ltd. (BAP)BAP$-718.6KTrimQ2 2025 13F$719k$202.43$388.59
Simpson Manufacturing Co. IncSSD$-645.1KTrimQ2 2025 13F$645k$154.92$189.26
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$1M28.7k sharesAddQ2 2025 13F$482k$38.13--
M&T Bank CorporationMTB$438.7KAddQ2 2025 13F$439k$176.48$254.04
Johnson & JohnsonJNJ$-407.9KTrimQ2 2025 13F$408k$153.90$255.63
APA CorporationAPA$302.1KAddQ2 2025 13F$302k$17.40$34.28
PHINIA Inc.PHIN$285.3KAddQ2 2025 13F$285k--$81.03
Joint Stock Company Kaspi.kzKSPI$272.5KAddQ2 2025 13F$273k$85.41$89.08
Lockheed Martin CorpLMT$208.8KAddQ2 2025 13F$209k$467.75$514.99
ZimVie Inc.ZIMV$118.5KAddQ2 2025 13F$119k--$18.99
Jones Lang LaSalle IncJLL$-102.8KTrimQ2 2025 13F$103k$229.51$317.22
Motorola Solutions, Inc.MSI$-31.2KTrimQ2 2025 13F$31k$418.63$410.77
Fair Isaac CorporationFICO$-27.6KTrimQ2 2025 13F$28k$1,877.21$1,241.22
The Progressive CorporationPGR$-24.8KTrimQ2 2025 13F$25k$274.25$205.90
Brady CorpBRC$-23.9KTrimQ2 2025 13F$24k$69.62$93.55
Royal Caribbean Cruises Ltd. Common StockRCL$-105.6MExitQ1 2025 13F$106M$236.05$286.21
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$43M58.2M sharesTrimQ1 2025 13F$70M$0.7355--
Norwegian Cruise Line Holdings Ltd (2)NCLH$69.2MAddQ1 2025 13F$69M$20.60$18.71
The Goldman Sachs Group IncGS$-62.4MTrimQ1 2025 13F$62M$601.74$1,072.80
Check Point Software Technologies LtdCHKP$-57.8MTrimQ1 2025 13F$58M$211.90$135.73
Lazard LtdLAZ$-44.9MTrimQ1 2025 13F$45M$45.23$43.05
Resideo Technologies, Inc.REZI$-41.0MTrimQ1 2025 13F$41M$20.53$35.30
Schlumberger N.V. Common StockSLB$40.8MAddQ1 2025 13F$41M$40.98$46.79
Madison Square Garden Sports Corp.MSGS$-37.9MTrimQ1 2025 13F$38M$206.57$390.02
The Carlyle group Inc. (Cg)CG$-37.0MTrimQ1 2025 13F$37M$49.59$44.41
Algonquin Power and Utilities CorpAQN$35.7MOtherQ1 2025 13F$36M$5.15$5.87
Northern Trust CorporationNTRS$-35.4MTrimQ1 2025 13F$35M$106.14$177.70
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