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
Axalta Coating Systems LtdAXTA$-7.3MTrimQ1 2025 13F$7M$35.53$32.88
CarMax IncKMX$-7.2MTrimQ1 2025 13F$7M$80.17$58.47
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$24M219.4k sharesTrimQ1 2025 13F$7M$111.19--
First American Financial CorporationFAF$-7.1MTrimQ1 2025 13F$7M$63.31$71.65
Mattel, Inc. (MAT)MAT$6.5MAddQ1 2025 13F$6M$19.84$13.86
MGP Ingredients, Inc. - Common StockMGPI$-5.2MTrimQ1 2025 13F$5M--$18.37
Vanguard FTSE Developed Markets ETFVEA$-5.2MTrimQ1 2025 13F$5M$51.70$70.82
Western Alliance Bancorporation Common StockWAL$-4.8MTrimQ1 2025 13F$5M$84.00$83.97
The Interpublic Group of Cos IncIPG$-4.3MTrimQ1 2025 13F$4M$27.43$24.57
Keysight Technologies IncKEYS$-4.0MTrimQ1 2025 13F$4M$165.11$319.00
Vanguard Total International Stock ETFVXUS$3.9MOtherQ1 2025 13F$4M--$84.06
Philip Morris International IncPM$-3.6MTrimQ1 2025 13F$4M$141.65$192.12
BOK Financial CorporationBOKF$-3.6MTrimQ1 2025 13F$4M$104.69$139.33
Labcorp Holdings Inc.LH$-3.5MTrimQ1 2025 13F$4M$242.67$279.61
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$59M4.4M sharesAddQ1 2025 13F$3M$13.23--
Covista Inc.CVSA$-3.3MTrimQ1 2025 13F$3M$99.73$115.82
Capital One Financial CorporationCOF$3.0MAddQ1 2025 13F$3M$188.90$201.36
KKR & Co IncKKR$-3.0MTrimQ1 2025 13F$3M$137.58$102.75
Zimmer Biomet Holdings, Inc.ZBH$2.5MAddQ1 2025 13F$2M$106.98$89.68
Stanley Black & Decker IncSWK$-2.3MTrimQ1 2025 13F$2M$84.29$87.96
Intel CorpINTC$1.9MAddQ1 2025 13F$2M$21.88$105.45
Snap-on IncorporatedSNA$-1.9MTrimQ1 2025 13F$2M$339.82$403.70
Mohawk Industries, Inc.MHK$-1.8MTrimQ1 2025 13F$2M$114.18$111.51
Molson Coors Beverage CompanyTAP$1.8MAddQ1 2025 13F$2M$57.59$41.78
KORN FERRYKFY$1.7MAddQ1 2025 13F$2M$68.23$78.87
Oracle CorporationORCL$-1.6MTrimQ1 2025 13F$2M$162.81$125.86
iShares Russell 2000 Value ETFIWN$-1.5MTrimQ1 2025 13F$1M$161.54$224.18
The Allstate CorporationALL$1.4MAddQ1 2025 13F$1M$207.07$253.58
D.R. Horton IncDHI$-1.4MTrimQ1 2025 13F$1M$134.11$142.52
CNH Industrial N.V. Common SharesCNHI$1.3MAddQ1 2025 13F$1M--$11.45
Brinks CompanyBCO$1.2MAddQ1 2025 13F$1M$87.28$117.77
ZimVie Inc.ZIMV$958.6KAddQ1 2025 13F$959k--$18.99
Prestige Consumer Healthcare Inc.PBH$867.0KAddQ1 2025 13F$867k$85.41$48.36
PHINIA Inc.PHIN$-804.6KTrimQ1 2025 13F$805k--$81.03
Schwab (Charles) CorpSCHW$708.3KAddQ1 2025 13F$708k$78.48$101.95
Chevron Corporation Common StockCVX$693.7KAddQ1 2025 13F$694k$156.54$192.98
Johnson & JohnsonJNJ$661.3KAddQ1 2025 13F$661k$156.47$255.63
APA CorporationAPA$-509.7KTrimQ1 2025 13F$510k$21.97$34.28
Lockheed Martin CorpLMT$-498.6KTrimQ1 2025 13F$499k$460.32$514.99
Simpson Manufacturing Co. IncSSD$-367.3KTrimQ1 2025 13F$367k$164.22$189.61
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$614k18.5k sharesAddQ1 2025 13F$347k$33.13--
Mosaic CompanyMOS$342.7KAddQ1 2025 13F$343k$26.45$22.54
Joint Stock Company Kaspi.kzKSPI$333.1KAddQ1 2025 13F$333k$98.03$89.08
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$4M217.3k sharesAddQ1 2025 13F$314k$19.44--
The Progressive CorporationPGR$234.3KOtherQ1 2025 13F$234k$261.55$205.90
Sensata Technologies Holding PLCST$-216.2KExitQ1 2025 13F$216k$26.37$44.65
Reynolds Consumer Products Inc.REYN$-201.0KExitQ1 2025 13F$201k--$26.50
The Hackett Group, Inc.HCKT$-187.1KTrimQ1 2025 13F$187k$29.06$10.38
Fiserv, Inc.FISV$77.7KAddQ1 2025 13F$78k$218.93$51.48
Fair Isaac CorporationFICO$-32.8KTrimQ1 2025 13F$33k$1,851.88$1,241.22
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