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

CompanyValueActionChangePriceLast Price
The Carlyle group Inc. (Cg)CG$30.9MAddQ2 2025 13F$31M--$45.66
Fiserv IncFISV$30.5MAddQ2 2025 13F$30M--$52.72
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$267M1.4M sharesAddQ2 2025 13F$30M$196.77--
CenterPoint Energy IncCNP$-27.5MTrimQ2 2025 13F$27M--$45.04
First American Financial CorporationFAF$-27.1MTrimQ2 2025 13F$27M--$67.25
CNH Industrial N.V. Common SharesCNHI$-26.9MExitQ2 2025 13F$27M--$11.45
nVent Electric PLCNVT$26.7MAddQ2 2025 13F$27M--$167.80
Resideo Technologies, Inc.REZI$26.5MAddQ2 2025 13F$27M--$30.06
ADT Inc.ADT$-23.4MTrimQ2 2025 13F$23M--$6.83
The Walt Disney CoDIS$21.4MOtherQ2 2025 13F$21M$103.82$98.87
Bio-Rad Laboratories IncBIO$21.1MAddQ2 2025 13F$21M--$305.29
Goldman Sachs Group, Inc. (The) Common StockGS$20.9MAddQ2 2025 13F$21M$507.89$1,045.00
Mohawk Industries, Inc.MHK$-19.1MTrimQ2 2025 13F$19M--$105.98
Axalta Coating Systems LtdAXTA$-18.6MTrimQ2 2025 13F$19M--$30.33
Northern Trust Corporation - Common StockNTRS$-18.6MTrimQ2 2025 13F$19M--$167.94
Western Alliance Bancorporation Common StockWAL$-18.5MTrimQ2 2025 13F$18M--$78.42
Boyd Gaming CorporationBYD$17.8MAddQ2 2025 13F$18M--$82.22
AbbVie IncABBV$-17.7MExitQ2 2025 13F$18M$186.22$261.07
BorgWarner IncBWA$-17.5MTrimQ2 2025 13F$17M--$70.83
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$26M60.9M sharesTrimQ2 2025 13F$17M$0.4199--
Philip Morris International IncPM$-17.2MExitQ2 2025 13F$17M--$176.06
The Middleby CorpMIDD$-16.0MTrimQ2 2025 13F$16M--$154.44
Verizon Communications IncVZ$-14.0MTrimQ2 2025 13F$14M--$45.37
BOK Financial CorporationBOKF$-13.6MTrimQ2 2025 13F$14M--$130.21
The Allstate CorporationALL$-12.8MTrimQ2 2025 13F$13M--$215.02
Bank of America CorpBAC$-12.4MTrimQ2 2025 13F$12M$42.07$58.73
Capital One Financial Corporation Common StockCOF$-12.1MTrimQ2 2025 13F$12M--$205.17
Covista Inc.CVSA$-11.8MTrimQ2 2025 13F$12M--$122.54
NetApp IncNTAP$11.7MAddQ2 2025 13F$12M--$142.74
CVS Health CorpCVS$11.2MAddQ2 2025 13F$11M$65.61$97.08
Mattel, Inc. (MAT)MAT$11.2MAddQ2 2025 13F$11M--$14.90
Knowles CorporationKN$11.0MAddQ2 2025 13F$11M--$37.62
Zimmer Biomet Holdings, Inc.ZBH$-10.9MTrimQ2 2025 13F$11M--$87.27
ViacomCBS Inc. - Class BVIAC$-10.5MTrimQ2 2025 13F$11M--$29.58
Labcorp Holdings Inc.LH$10.2MAddQ2 2025 13F$10M$243.33$268.63
Intel CorpINTC$9.9MAddQ2 2025 13F$9.9M$20.75$131.65
KKR & Co IncKKR$8.4MAddQ2 2025 13F$8.4M--$90.13
Lindblad Expeditions Holdings, Inc.LIND$8.3MAddQ2 2025 13F$8.3M--$22.57
Molson Coors Beverage Company Class BTAP$-7.8MTrimQ2 2025 13F$7.8M--$41.87
Gilead Sciences IncGILD$-7.3MTrimQ2 2025 13F$7.3M$104.88$124.87
Vanguard FTSE Developed Markets ETFVEA$7.2MAddQ2 2025 13F$7.2M--$71.41
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$51M4.5M sharesTrimQ2 2025 13F$7.1M$11.56--
Schwab (Charles) CorpSCHW$-6.6MTrimQ2 2025 13F$6.6M$83.65$88.08
Littelfuse IncLFUS$6.6MAddQ2 2025 13F$6.6M--$475.66
CarMax IncKMX$-6.4MTrimQ2 2025 13F$6.4M--$47.50
WEX Inc. common stockWEX$-5.8MTrimQ2 2025 13F$5.8M--$142.90
Schlumberger N.V. Common StockSLB$-5.8MTrimQ2 2025 13F$5.8M--$56.55
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$149M13M sharesTrimQ2 2025 13F$5.5M$11.52--
Barrick Mining CorporationB$5.1MOtherQ2 2025 13F$5.1M--$39.46
The Hackett Group, Inc.HCKT$-5.1MTrimQ2 2025 13F$5.1M--$11.19
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