OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. John Rogers (Ariel Investments)
  • Overview
  • Portfolio108
  • Performance40Q
  • Options
  • Activity5.5k
  • News
Asset Manager · CIK 0000936753

John Rogers

Ariel Investments
Share
  • Mid-Size Fund

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%Since filing+119.4%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 2023Q3 - net new, added, trimmed, exited.
New positions5 names
  • PHINPHINIA INC
    +137,955
    $3.7M
  • CVXCHEVRON CORP NEW
    +9,812
    $1.7M
  • KVUEKENVUE INC
    +54,688
    $1.1M
  • VXUSVANGUARD STAR FDS
    +19,705
    $1.1M
  • FTREFORTREA HLDGS INC
    +19,254
    $550K
Added to44 names
  • PBHPRESTIGE CONSMR HEALTHCARE I
    +1,609,044
    $92.0M
  • M22465CHECK POINT SOFTWARE TECH LT
    +593,623
    $79.1M
  • 527064LESLIES INC
    +8,398,488
    $47.5M
  • GNRCGENERAC HLDGS INC
    +261,050
    $28.4M
  • CGCARLYLE GROUP INC
    +918,114
    $27.7M
  • VICIPARAMOUNT GLOBAL
    +1,731,714
    $22.3M
  • AMGAFFILIATED MANAGERS GROUP IN
    +120,977
    $15.8M
  • NTAPNETAPP INC
    +179,684
    $13.6M
  • SRCLEURSTERICYCLE INC
    +233,612
    $10.4M
  • DNBDUN & BRADSTREET HLDGS INC
    +908,481
    $9.1M
  • JLLJONES LANG LASALLE INC
    +53,883
    $7.6M
  • LINDLINDBLAD EXPEDITIONS HLDGS I
    +995,293
    $7.2M
  • + 32 more…
Trimmed61 names
  • BIDUBAIDU INC
    −609,902
    $81.9M
  • GNTXGENTEX CORP
    −1,536,371
    $50.0M
  • PMPHILIP MORRIS INTL INC
    −520,227
    $48.2M
  • MSFTMICROSOFT CORP
    −137,934
    $43.6M
  • G2519YCREDICORP LTD
    −339,194
    $43.4M
  • V7780TROYAL CARIBBEAN GROUP
    −441,021
    $40.6M
  • SPHRMADISON SQUARE GRDN ENTERTNM
    −779,963
    $29.0M
  • VZVERIZON COMMUNICATIONS INC
    −837,819
    $27.2M
  • HP5AEQUITY COMWLTH
    −1,468,766
    $27.0M
  • G6700GNVENT ELECTRIC PLC
    −507,335
    $26.9M
  • BSACBANCO SANTANDER CHILE NEW
    −1,069,578
    $19.6M
  • JNJJOHNSON & JOHNSON
    −115,905
    $18.1M
  • + 49 more…
Exited6 names
  • EDUNEW ORIENTAL ED & TECHNOLOGY
    −216,727
    $8.6M
  • MEIMETHODE ELECTRS INC
    −202,087
    $6.8M
  • TCOMTRIP COM GROUP LTD
    −144,458
    $5.1M
  • BKBANK NEW YORK MELLON CORP
    −78,663
    $3.5M
  • SNYSANOFI
    −5,926
    $319K
  • IWSISHARES TR
    −1,880
    $206K

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