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
DaVita Inc. Common StockDVA$-35.2MExitQ1 2025 13F$35M$157.11$232.08
NOV Inc.NOV$-33.5MExitQ1 2025 13F$34M$15.25$19.39
Manchester United plcMANU$-33.0MTrimQ1 2025 13F$33M$13.55$22.19
Charles River Laboratories International, Inc.CRL$-31.3MTrimQ1 2025 13F$31M$167.66$228.22
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU$-29.9MExitQ1 2025 13F$30M$89.77$112.82
Vail Resorts IncMTN$-29.9MTrimQ1 2025 13F$30M$166.20$148.03
Bank of America CorpBAC$35M839.9k sharesAddQ1 2025 13F$28M$44.56$61.62
CVS Health CorpCVS$27.4MAddQ1 2025 13F$27M$59.84$107.43
Boyd Gaming CorporationBYD$-27.2MTrimQ1 2025 13F$27M$73.35$87.64
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$236M1.4M sharesTrimQ1 2025 13F$27M$168.03--
Zebra Technologies CorpZBRA$-26.6MTrimQ1 2025 13F$27M$341.70$255.17
Madison Square Garden Entertainment CorpMSGE$255M7.8M sharesTrimQ1 2025 13F$26M$33.55$74.09
OneSpaWorld Holdings LimitedOSW$25.0MAddQ1 2025 13F$25M$17.57$26.44
Envista Holdings Corporation Common StockNVST$-23.0MTrimQ1 2025 13F$23M$17.26$26.71
Generac Holdings Inc.GNRC$-22.9MTrimQ1 2025 13F$23M$126.65$226.58
ADT Inc.ADT$22.8MAddQ1 2025 13F$23M$8.16$6.90
Kennametal Inc.KMT$-21.2MTrimQ1 2025 13F$21M$21.30$34.76
The J M Smucker CompanySJM$21.0MAddQ1 2025 13F$21M$107.99$112.50
NetApp, Inc.NTAP$-20.5MTrimQ1 2025 13F$20M--$162.10
Teradata CorporationTDC$-19.8MExitQ1 2025 13F$20M$23.49$31.31
Gentex CorporationGNTX$-18.7MTrimQ1 2025 13F$19M$25.57$24.15
Knowles CorporationKN$-18.6MTrimQ1 2025 13F$19M$15.83$35.49
Lennar CorporationLEN$-16.9MExitQ1 2025 13F$17M$125.69$82.15
ViacomCBS Inc. - Class BVIAC$16.6MAddQ1 2025 13F$17M--$29.58
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$-16.2MTrimQ1 2025 13F$16M----
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$16M112.6k sharesOtherQ1 2025 13F$16M$142.82--
Lindblad Expeditions Holdings, Inc.LIND$-14.9MTrimQ1 2025 13F$15M$11.41$27.51
Janus Henderson Group plcJHG$-14.9MTrimQ1 2025 13F$15M$37.08$51.95
CenterPoint Energy IncCNP$13.7MAddQ1 2025 13F$14M$33.51$42.72
BorgWarner IncBWA$-12.2MTrimQ1 2025 13F$12M$30.33$62.77
The Dun & Bradstreet CorpDNB$-12.2MTrimQ1 2025 13F$12M$8.95$9.15
The Middleby CorpMIDD$-11.8MTrimQ1 2025 13F$12M$156.88$133.94
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$155M10.3M sharesTrimQ1 2025 13F$12M$14.99--
nVent Electric PLCNVT$-11.6MTrimQ1 2025 13F$12M$63.22$159.46
Jones Lang LaSalle IncJLL$-11.4MTrimQ1 2025 13F$11M$263.11$327.91
Gilead Sciences, Inc.GILD$11.3MAddQ1 2025 13F$11M$103.18$130.28
Credicorp Ltd. (BAP)BAP$-11.1MTrimQ1 2025 13F$11M$185.61$398.20
Taiwan Semiconductor Manufacturing Co LtdTSM$-10.7MTrimQ1 2025 13F$11M$194.34$424.61
Verizon Communications IncVZ$10.6MAddQ1 2025 13F$11M$41.63$43.50
Littelfuse IncLFUS$-10.2MTrimQ1 2025 13F$10M$228.88$402.01
CBRE Group IncCBRE$-9.7MTrimQ1 2025 13F$10M$130.78$138.39
AbbVie IncABBV$-9.3MTrimQ1 2025 13F$9M$194.40$253.30
KB Financial Group IncKB$-9.2MTrimQ1 2025 13F$9M$55.64$120.25
Masco CorporationMAS$-9.1MTrimQ1 2025 13F$9M$74.84$80.14
WEX Inc. common stockWEX$8.9MAddQ1 2025 13F$9M--$157.88
Vanguard Total World Stock ETFVT$8.7MOtherQ1 2025 13F$9M--$156.13
Walgreens Boots Alliance, Inc. (WBA)WBA$-8.5MExitQ1 2025 13F$8M$10.86$11.98
Bio-Rad Laboratories IncBIO$-7.6MTrimQ1 2025 13F$8M$247.17$300.98
Microsoft CorpMSFT$-7.4MTrimQ1 2025 13F$7M$407.71$390.34
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$46M769.4k sharesTrimQ1 2025 13F$7M$59.50--
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