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
Resideo Technologies, Inc.REZI$31.1MAddQ1 2024 13F$31M$19.75$35.30
Teradata CorporationTDC$31.0MOtherQ1 2024 13F$31M--$31.31
The Carlyle group Inc. (Cg)CG$-30.8MTrimQ1 2024 13F$31M$43.22$46.11
Prestige Consumer Healthcare Inc.PBH$29.4MAddQ1 2024 13F$29M--$48.36
OneSpaWorld Holdings LimitedOSW$-29.1MTrimQ1 2024 13F$29M--$26.44
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$185M10.8M sharesAddQ1 2024 13F$26M$17.08--
MGP Ingredients, Inc. - Common StockMGPI$23.1MOtherQ1 2024 13F$23M--$18.37
Equity CommonwealthEQC$-22.9MExitQ1 2024 13F$23M--$1.58
Mohawk Industries, Inc.MHK$22.5MAddQ1 2024 13F$22M--$111.51
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$182M1.5M sharesTrimQ4 2023 13F$106M$119.09--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$122M1.3M sharesTrimQ4 2023 13F$106M$94.08--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$229M1.5M sharesAddQ4 2023 13F$85M$152.79--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$23M1.2M sharesTrimQ4 2023 13F$78M$19.20--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$298M1.6M sharesAddQ4 2023 13F$75M$188.87--
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$69M658.8k sharesOtherQ4 2023 13F$69M$104.76--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$4M24.3k sharesTrimQ4 2023 13F$69M$156.74--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$260M6.4M sharesAddQ4 2023 13F$68M$40.69--
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$67M1.3M sharesOtherQ4 2023 13F$67M$50.25--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$202M29.2M sharesAddQ4 2023 13F$61M$6.91--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$280M2.2M sharesAddQ4 2023 13F$60M$129.24--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$159M9M sharesTrimQ4 2023 13F$59M$17.66--
John W. Rogers Jr. (Ariel Investments) exit Unmapped 13F securityPORTFOLIO$-54.6MExitQ4 2023 13F$55M----
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$292M15.5M sharesTrimQ4 2023 13F$53M$18.88--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$90M597.3k sharesTrimQ4 2023 13F$50M$149.93--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$222M2.1M sharesAddQ4 2023 13F$46M$103.50--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$224M2.7M sharesAddQ4 2023 13F$45M$84.38--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$138M367.7k sharesTrimQ4 2023 13F$44M$376.04--
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$39M1.1M sharesOtherQ4 2023 13F$39M$36.92--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$248M1.1M sharesAddQ4 2023 13F$39M$236.40--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$97M8.6M sharesAddQ4 2023 13F$36M$11.27--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$189M13.4M sharesAddQ4 2023 13F$34M$14.10--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$188M1.2M sharesAddQ4 2023 13F$33M$151.42--
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$177M1.4M sharesAddQ4 2023 13F$31M$129.49--
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$80M2.1M sharesTrimQ4 2023 13F$31M$37.70--
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