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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
3.6831E+1123.6831E+112 · Q1 2026$43M0.5%4.4M------
KKR & Co IncKKR · Q1 2026$41M0.5%439.4k$102.75$45M+11.1%
Hewlett Packard Enterprise CompanyHPE · Q1 2026$40M0.4%1.7M$45.90$76M+92.8%
Schwab (Charles) CorpSCHW · Q1 2026$38M0.4%402.9k$101.95$41M+8.48%
M&T Bank CorporationMTB · Q1 2026$37M0.4%177.6k$254.04$45M+22.9%
CBRE Group IncCBRE · Q1 2026$36M0.4%263.1k$138.39$36M+2.16%
FedEx CorporationFDX · Q1 2026$35M0.4%98.9k$315.19$31M-11.5%
Masco CorporationMAS · Q1 2026$32M0.4%523.4k$80.14$42M+32.7%
Kennametal Inc.KMT · Q1 2026$31M0.4%869k$34.76$30M-3.79%
KORN FERRYKFY · Q1 2026$29M0.3%463.4k$78.87$37M+25.3%
Stanley Black & Decker IncSWK · Q1 2026$28M0.3%397k$87.96$35M+23.8%
Gilead Sciences, Inc.GILD · Q1 2026$28M0.3%202.3k$130.28$26M-6.52%
Fifth Third BancorpFITB · Q1 2026$26M0.3%567.4k$57.53$33M+23.8%
Aflac IncorporatedAFL · Q1 2026$26M0.3%239.3k$123.59$30M+12.7%
Bank of America CorpBAC · Q1 2026$25M0.3%512.1k$61.62$32M+26.4%
Fiserv, Inc.FISV · Q1 2026$24M0.3%432.6k$51.48$22M-7.74%
Molson Coors Beverage CompanyTAP · Q1 2026$24M0.3%548.7k$41.78$23M-2.97%
CarMax IncKMX · Q1 2026$23M0.3%561.9k$58.47$33M+40.6%
Microsoft CorpMSFT · Q1 2026$23M0.3%62.2k$390.34$24M+5.45%
Paramount Skydance Corporation Class B Common StockPSKY · Q1 2026$23M0.3%2.5M$9.14$23M+1.33%
CenterPoint Energy IncCNP · Q1 2026$21M0.2%476.9k$42.72$20M-1.02%
Simpson Manufacturing Co. IncSSD · Q1 2026$16M0.2%91.8k$189.61$17M+10.5%
Vail Resorts IncMTN · Q1 2026$14M0.2%112.3k$148.03$17M+15.4%
iShares Russell 2000 Value ETFIWN · Q1 2026$12M0.1%65.5k$224.18$15M+18.2%
Snap-on IncorporatedSNA · Q1 2026$12M0.1%32.6k$403.70$13M+11.1%
MGP Ingredients, Inc. - Common StockMGPI · Q1 2026$12M0.1%628.9k$18.37$12M-0.11%
Johnson & JohnsonJNJ · Q1 2026$10M0.1%40.6k$255.63$10M+4.58%
APA CorporationAPA · Q1 2026$9M0.1%222.1k$34.28$8M-19.2%
PHINIA Inc.PHIN · Q1 2026$9M0.1%132.6k$81.03$11M+18.4%
Chevron Corporation Common StockCVX · Q1 2026$9M0.1%41.5k$192.98$8M-6.73%
Barrick Mining CorporationB · Q1 2026$8M0.1%207.3k$35.13$7M-13.9%
Lockheed Martin CorpLMT · Q1 2026$8M0.1%13.1k$514.99$7M-14.8%
The Hackett Group, Inc.HCKT · Q1 2026$6M0.1%425.6k$10.38$4M-20.2%
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$5M0.1%16.1k$424.61$7M+25.6%
KB Financial Group IncKB · Q1 2026$5M0.1%50k$120.25$6M+20.6%
Arthur J. Gallagher & CoAJG · Q1 2026$4M0%19.8k$254.22$5M+17.4%
Mosaic CompanyMOS · Q1 2026$4M0%148.3k$22.54$3M-11.6%
BorgWarner IncBWA · Q1 2026$4M0%65k$62.77$4M+15.7%
Leslie's, Inc. (LESL)LESL · Q1 2026$3M0%2.9M$2.76$8M+146.4%
Credicorp Ltd. (BAP)BAP · Q1 2026$3M0%7.6k$398.20$3M+17.4%
Oracle CorporationORCL · Q1 2026$2M0%16.4k$125.86$2M-14.4%
P5626F128P5626F128 · Q1 2026$2M0%46.5k------
Joint Stock Company Kaspi.kzKSPI · Q1 2026$2M0%22.7k$89.08$2M+20.3%
Vanguard Total World Stock ETFVT · Q1 2026$1M0%10k$156.13$2M+12.9%
Vanguard FTSE Developed Markets ETFVEA · Q1 2026$1M0%20.2k$70.82$1M+31%
Royal Caribbean Cruises Ltd. Common StockRCL · Q1 2026$479k0%1.7k$286.21$498k+4.01%
Vanguard Total International Stock ETFVXUS · Q1 2026$361k0%4.7k$84.06$394k+9.01%
H D F C Bank LtdHDB · Q1 2026$350k0%14.1k$24.07$339k-3.26%
Columbia EM Core Ex-China ETFXCEM · Q1 2026$345k0%8.5k$47.89$405k+17.3%
Motorola Solutions, Inc.MSI · Q1 2026$302k0%696$410.77$286k-5.35%
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