John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. (Ariel Investments) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This John W. Rogers Jr. (Ariel Investments) portfolio page tracks Ariel Investments holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Ariel Investments owns and how disclosed positions change over time. John W. Rogers Jr. (Ariel Investments)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Check Point Software Technologies Ltd (CHKP), OneSpaWorld Holdings Limited (OSW), Axalta Coating Systems Ltd (AXTA), Microsoft Corp (MSFT), and Generac Holdings Inc (GNRC). Investors use Ariel Investments 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-99.2MExitQ4 2025 13F$99M----
The Interpublic Group of Cos IncIPG$-89.0MExitQ4 2025 13F$89M--$24.57
Omnicom Group IncOMC$87.9MOtherQ4 2025 13F$88M$75.02$74.85
Resideo Technologies, Inc.REZI$-74.2MTrimQ4 2025 13F$74M--$30.06
Madison Square Garden Entertainment Corp.MSGE$-71.1MTrimQ4 2025 13F$71M--$69.99
The Middleby CorpMIDD$62.5MAddQ4 2025 13F$62M$132.83$154.44
DENTSPLY SIRONA Inc.XRAY$60.3MOtherQ4 2025 13F$60M--$10.00
Charles River Laboratories International, Inc.CRL$51.7MAddQ4 2025 13F$52M--$164.49
Generac Holdings IncGNRC$-51.4MTrimQ4 2025 13F$51M--$280.53
Verizon Communications IncVZ$-51.3MExitQ4 2025 13F$51M$40.52$45.37
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$219M13.7M sharesAddQ4 2025 13F$49M$16.03--
Zebra Technologies CorpZBRA$39.6MAddQ4 2025 13F$40M--$252.51
Bristol-Myers Squibb CoBMY$39.5MOtherQ4 2025 13F$40M$51.31$55.57
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$341M1.2M sharesAddQ4 2025 13F$39M$288.28--
Zimmer Biomet Holdings, Inc.ZBH$-38.6MTrimQ4 2025 13F$39M--$87.27
Axalta Coating Systems LtdAXTA$37.3MAddQ4 2025 13F$37M$29.59$30.33
Webster Financial CorpWBS$36.4MOtherQ4 2025 13F$36M--$72.35
FactSet Research Systems IncFDS$36.4MOtherQ4 2025 13F$36M$281.32$246.38
Janus Henderson Group plcJHG$-35.4MTrimQ4 2025 13F$35M--$51.78
The Carlyle group Inc. (Cg)CG$-31.9MTrimQ4 2025 13F$32M--$45.66
Hewlett Packard Enterprise Company Common StockHPE$31.7MOtherQ4 2025 13F$32M--$49.87
Mohawk Industries, Inc.MHK$-31.2MTrimQ4 2025 13F$31M--$105.98
AT&T IncT$29.9MOtherQ4 2025 13F$30M$25.32$22.38
Prestige Consumer Healthcare Inc.PBH$28.8MAddQ4 2025 13F$29M--$48.27
Boyd Gaming CorporationBYD$-25.5MTrimQ4 2025 13F$26M--$82.22
RLI Corp. Common Stock (RLI)RLI$23.9MOtherQ4 2025 13F$24M--$52.05
Intel CorpINTC$23.8MAddQ4 2025 13F$24M$37.76$131.65
Brinks CompanyBCO$-23.3MTrimQ4 2025 13F$23M--$106.18
Norwegian Cruise Line Holdings Ltd (2)NCLH$22.7MAddQ4 2025 13F$23M--$18.15
Western Alliance Bancorporation Common StockWAL$-22.4MExitQ4 2025 13F$22M$79.32$78.42
nVent Electric PLCNVT$-22.3MTrimQ4 2025 13F$22M$102.20$167.80
Paramount Global IncPSKY$-22.1MTrimQ4 2025 13F$22M--$10.62
Madison Square Garden Sports Corp.MSGS$21.8MAddQ4 2025 13F$22M--$366.33
D.R. Horton IncDHI$-21.8MExitQ4 2025 13F$22M--$144.28
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$371M6.9M sharesAddQ4 2025 13F$21M$53.89--
Gentex CorporationGNTX$-20.7MTrimQ4 2025 13F$21M--$24.71
Lazard LtdLAZ$-19.7MTrimQ4 2025 13F$20M--$48.14
ADT Inc.ADT$-18.2MTrimQ4 2025 13F$18M--$6.83
Microsoft CorpMSFT$-17.1MTrimQ4 2025 13F$17M$501.12$372.97
Mattel, Inc. (MAT)MAT$17.0MAddQ4 2025 13F$17M--$14.90
Jones Lang LaSalle IncJLL$16.9MAddQ4 2025 13F$17M--$289.98
Envista Holdings Corporation Common StockNVST$15.4MAddQ4 2025 13F$15M--$23.31
The Allstate CorporationALL$-15.0MExitQ4 2025 13F$15M--$215.02
Check Point Software Technologies LtdCHKP$-14.5MTrimQ4 2025 13F$14M--$122.33
Labcorp Holdings Inc.LH$-13.8MTrimQ4 2025 13F$14M$265.59$268.63
OneSpaWorld Holdings LimitedOSW$11.8MAddQ4 2025 13F$12M--$27.62
Kennametal Inc.KMT$-11.5MTrimQ4 2025 13F$12M--$34.76
Leslie's, Inc. (LESL)LESL$-11.5MTrimQ4 2025 13F$12M--$3.57
Fiserv IncFISV$-11.0MTrimQ4 2025 13F$11M$64.21$52.72
The J M Smucker CompanySJM$-10.3MTrimQ4 2025 13F$10M--$110.86
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