Asset Manager · CIK 0000936753
John Rogers
Ariel Investments
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.
Portfolio
$9.26B
Positions
108
Quarter
2025Q4
Filings tracked
40
1-YearTWR
+21.43%
since 2024Q4
3-YearTWR
+63.39%
since 2022Q4
5-YearTWR
+76.41%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark John Rogers (Ariel Investments)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). John's portfolio is 21.4% over the last 12 months · 133.1% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
John Rogers
+227.6%
SPY
—
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$363M
Lifetime buys
$9.31B
Lifetime sells
$13.22B
Portfolio over time
AUMPositions
QoQ AUM
-1.0%
16Q lifetime AUM
-17.9%
QoQ positions
+1
16Q lifetime positions
+2
Position concentration
106 positions