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 Trades

CompanyValueActionChangePriceLast Price
Manchester United plcMANU$152M9.1M sharesAddQ1 2026 13F$9M$17.04$22.19
First American Financial CorporationFAF$231M3.8M sharesTrimQ1 2026 13F$9M$64.00$71.65
nVent Electric PLCNVT$71M596.4k sharesAddQ1 2026 13F$8M$113.54$159.46
Intel CorpINTC$64M1.5M sharesAddQ1 2026 13F$8M$45.84$105.45
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$43M4.4M sharesTrimQ1 2026 13F$8M$9.80--
Hewlett Packard Enterprise CompanyHPE$40M1.7M sharesAddQ1 2026 13F$8M$22.16$45.90
KKR & Co IncKKR$41M439.4k sharesAddQ1 2026 13F$7M$105.41$102.75
iShares Russell 2000 Value ETFIWN$12M65.5k sharesAddQ1 2026 13F$6M$193.57$224.18
Masco CorporationMAS$32M523.4k sharesAddQ1 2026 13F$6M$67.62$80.14
Keysight Technologies IncKEYS$58M204.3k sharesAddQ1 2026 13F$5M$250.52$319.00
Omnicom Group Inc.OMC$83M1.1M sharesTrimQ1 2026 13F$5M$78.31$80.93
Bristol-Myers Squibb CompanyBMY$44M721.7k sharesAddQ1 2026 13F$4M$58.30$60.85
Labcorp Holdings Inc.LH$94M354k sharesAddQ1 2026 13F$4M$270.78$279.61
MGP Ingredients, Inc. - Common StockMGPI$12M628.9k sharesTrimQ1 2026 13F$4M$18.39$18.37
Schwab (Charles) CorpSCHW$38M402.9k sharesAddQ1 2026 13F$4M$98.07$101.95
Bank of America CorpBAC$25M512.1k sharesTrimQ1 2026 13F$3M$51.60$61.59
Stanley Black & Decker IncSWK$28M397k sharesTrimQ1 2026 13F$3M$80.33$87.96
Gilead Sciences, Inc.GILD$28M202.3k sharesAddQ1 2026 13F$3M$145.58$130.28
The Hackett Group, Inc.HCKT$6M425.6k sharesTrimQ1 2026 13F$3M$15.99$10.38
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$2.9MAddQ1 2026 13F$3M----
The Goldman Sachs Group IncGS$-2.8MExitQ1 2026 13F$3M$892.11$1,072.80
Fiserv, Inc.FISV$24M432.6k sharesAddQ1 2026 13F$3M$61.88$51.48
Taiwan Semiconductor Manufacturing Co LtdTSM$5M16.1k sharesAddQ1 2026 13F$2M$344.13$424.61
Chevron Corporation Common StockCVX$9M41.5k sharesAddQ1 2026 13F$2M$182.35$181.67
APA CorporationAPA$9M222.1k sharesAddQ1 2026 13F$2M$30.23$34.28
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$221M13.2M sharesAddQ1 2026 13F$2M$16.79--
CBRE Group IncCBRE$36M263.1k sharesAddQ1 2026 13F$2M$141.12$138.39
KORN FERRYKFY$29M463.4k sharesTrimQ1 2026 13F$2M$64.55$78.87
CarMax IncKMX$23M561.9k sharesAddQ1 2026 13F$2M$43.78$58.47
Vanguard FTSE Developed Markets ETFVEA$1M20.2k sharesExitQ1 2026 13F$2M$66.00$70.82
WEX Inc. common stockWEX$52M337.7k sharesAddQ1 2026 13F$2M$156.31$157.88
Leslie's, Inc. (LESL)LESL$3M2.9M sharesTrimQ1 2026 13F$1M$1.12$2.76
Lockheed Martin CorpLMT$8M13.1k sharesAddQ1 2026 13F$1M$616.01$514.99
Vanguard Total World Stock ETFVT$1M10k sharesOtherQ1 2026 13F$1M$138.32$156.13
Gentex CorporationGNTX$182M8.3M sharesTrimQ1 2026 13F$1M$23.18$24.15
Vanguard FTSE Emerging Markets ETFVWO$1.1MOtherQ1 2026 13F$1M$56.02$59.48
Copa Holdings, S.A.CPA$-1.1MExitQ1 2026 13F$1M$131.26$147.46
Simpson Manufacturing Co. IncSSD$16M91.8k sharesAddQ1 2026 13F$990k$184.36$189.61
Johnson & JohnsonJNJ$10M40.6k sharesAddQ1 2026 13F$960k$232.93$247.02
Barrick Mining CorporationB$8M207.3k sharesTrimQ1 2026 13F$957k$46.19$35.13
Credicorp Ltd. (BAP)BAP$3M7.6k sharesAddQ1 2026 13F$926k$335.22$398.20
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$2M46.5k sharesAddQ1 2026 13F$864k$50.20--
Oracle CorporationORCL$2M16.4k sharesTrimQ1 2026 13F$786k$151.95$132.54
Joint Stock Company Kaspi.kzKSPI$2M22.7k sharesAddQ1 2026 13F$654k$75.45$89.08
BorgWarner IncBWA$4M65k sharesAddQ1 2026 13F$598k$52.71$62.77
Snap-on IncorporatedSNA$12M32.6k sharesAddQ1 2026 13F$578k$363.22$403.70
KB Financial Group IncKB$5M50k sharesAddQ1 2026 13F$567k$99.73$120.25
Vail Resorts IncMTN$14M112.3k sharesTrimQ1 2026 13F$490k$136.39$148.03
Royal Caribbean Cruises Ltd. Common StockRCL$479k1.7k sharesOtherQ1 2026 13F$479k$297.79$286.21
Molson Coors Beverage CompanyTAP$24M548.7k sharesTrimQ1 2026 13F$457k$47.50$41.78
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