Asset Manager · CIK 0000936753

John Rogers

Ariel Investments
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John Rogers runs Ariel Investments, an asset manager overseeing $9.26B in disclosed equity holdings (SEC CIK 0000936753). The latest portfolio (2025Q4) discloses 108 positions across 11 sectors, with the largest positions in MSGE, AMG and NORWEGIAN CRUISE LINE HLDG L. On a mark-to-market basis the tracked portfolio has returned 21.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track John's filingsView holdings
Portfolio
$9.26B
Positions
108
Quarter
2025Q4
Filings tracked
40
1Y+21.4%3Y+63.4%5Y+76.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$1.13B+$565M$0-$565M-$1.13B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$363M
Lifetime buys
$9.31B
Lifetime sells
$13.22B

Quarter activity

What changed in 2025Q3 — net new, added, trimmed, exited.
New positions8 names
  • PSKYPARAMOUNT SKYDANCE CORP
    +3,000,464
    $56.8M
  • HUMHUMANA INC
    +87,989
    $22.9M
  • FDXFEDEX CORP
    +75,869
    $17.9M
  • LESLLESLIES INC
    +2,943,963
    $16.2M
  • VXUSVANGUARD STAR FDS
    +70,469
    $5.2M
  • AJGGALLAGHER ARTHUR J & CO
    +13,645
    $4.2M
  • HDBHDFC BANK LTD
    +9,240
    $316K
  • INFYINFOSYS LTD
    +11,637
    $189K
Added to29 names
  • PBHPRESTIGE CONSMR HEALTHCARE I
    +1,392,632
    $86.9M
  • MIDDMIDDLEBY CORP
    +338,511
    $45.0M
  • DISDISNEY WALT CO
    +327,799
    $37.5M
  • MTBM & T BK CORP
    +187,140
    $37.0M
  • AQNALGONQUIN PWR UTILS CORP
    +3,232,775
    $17.4M
  • FAFFIRST AMERN FINL CORP
    +221,115
    $14.2M
  • ZBHZIMMER BIOMET HOLDINGS INC
    +141,525
    $13.9M
  • CRLCHARLES RIV LABS INTL INC
    +74,750
    $11.7M
  • CLBCORE LABORATORIES INC
    +797,105
    $9.9M
  • FISVFISERV INC
    +70,139
    $9.0M
  • SCHWSCHLUMBERGER LTD
    +241,324
    $8.3M
  • G0750CAXALTA COATING SYS LTD
    +206,987
    $5.9M
  • + 17 more…
Trimmed66 names
  • REZIRESIDEO TECHNOLOGIES INC
    −2,258,345
    $97.5M
  • SPHRMADISON SQUARE GRDN ENTERTNM
    −1,105,998
    $68.7M
  • GNRCGENERAC HLDGS INC
    −337,364
    $56.5M
  • G2519YCREDICORP LTD
    −141,966
    $37.8M
  • CGCARLYLE GROUP INC
    −472,158
    $29.6M
  • LAZLAZARD INC
    −508,108
    $26.8M
  • GSGOLDMAN SACHS GROUP INC
    −33,375
    $26.6M
  • KMTKENNAMETAL INC
    −1,193,385
    $25.0M
  • ZBRAZEBRA TECHNOLOGIES CORPORATI
    −83,450
    $24.8M
  • AMGAFFILIATED MANAGERS GROUP IN
    −91,251
    $21.8M
  • G3265RAPTIV PLC
    −236,248
    $20.4M
  • BYDBOYD GAMING CORP
    −232,279
    $20.1M
  • + 54 more…
Exited5 names
  • VICIPARAMOUNT GLOBAL
    −12,363,100
    $159.5M
  • 527064LESLIES INC
    −60,903,406
    $25.6M
  • OCOWENS CORNING NEW
    −140,449
    $19.3M
  • ZIMVZIMVIE INC
    −206,401
    $1.9M
  • DNBDUN & BRADSTREET HLDGS INC
    −19,393
    $176K

Recent transactions

Last 20 moves
ADD
John Rogers (Ariel Investments) added to G0750C108
AXALTA COATING SYS LTD
+675,585
~$32.31 · 2025Q4
2026-02-13
NEW
John Rogers (Ariel Investments) opened a new position in BMY
BRISTOL-MYERS SQUIBB CO
+732,677
~$53.94 · 2025Q4
2026-02-13
SOLD
John Rogers (Ariel Investments) exited VZ
VERIZON COMMUNICATIONS INC
−1,166,712
~$43.95 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed SPHR
MADISON SQUARE GRDN ENTERTNM
−2,825,705
~$95.08 · 2025Q4
2026-02-13
ADD
John Rogers (Ariel Investments) added to MIDD
MIDDLEBY CORP
+285,527
~$148.67 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed JLL
JONES LANG LASALLE INC
−57,615
~$336.47 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed FICO
FAIR ISAAC CORP
−2
~$1690.62 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed AMG
AFFILIATED MANAGERS GROUP IN
−81,601
~$288.28 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed ADT
ADT INC DEL
−510,642
~$8.07 · 2025Q4
2026-02-13
ADD
John Rogers (Ariel Investments) added to CVSA
ADTALEM GLOBAL ED INC
+602,752
~$103.47 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed AQN
ALGONQUIN PWR UTILS CORP
−424,952
~$6.15 · 2025Q4
2026-02-13
SOLD
John Rogers (Ariel Investments) exited ALL
ALLSTATE CORP
−69,734
~$214.65 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed APA
APA CORPORATION
−2,153
~$24.46 · 2025Q4
2026-02-13
SOLD
John Rogers (Ariel Investments) exited G3265R107
APTIV PLC
−1,150,265
~$86.22 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed BAC
BK OF AMERICA CORP
−22,217
~$55.00 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed B
BARRICK MNG CORP
−28,471
~$43.55 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed BIO
BIO RAD LABS INC
−44,808
~$302.99 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed BOKF
BOK FINL CORP
−30,153
~$118.46 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed BYD
BOYD GAMING CORP
−262,288
~$85.24 · 2025Q4
2026-02-13
TRIM
John Rogers (Ariel Investments) trimmed BRC
BRADY CORP
−644
~$78.37 · 2025Q4
2026-02-13