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John Rogers — 13F History

Ariel Investments, LLCCIK 0000936753Form 13F-HR on EDGAR
Portfolio value$10.0B
Positions106
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what John Rogers bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$10.0B · 106 stocks · filed Aug 14, 2026
8 bought33 added63 reduced8 sold
bought HAEreduced −32% SPHRreduced −62% INTCadded +189% RLIadded +212% MASreduced −23% GNRC
Q1 2026$8.9B · 106 stocks · filed May 14, 2026
8 bought45 added51 reduced10 sold
sold CHKPreduced −22% SPHRadded +63% ZBRAbought SMGsold JHGreduced −63% KMT
Q4 2025$9.3B · 108 stocks · filed Feb 13, 2026
10 bought25 added70 reduced9 sold
reduced −47% SPHRsold APTVsold IPGbought OMCadded +47% CVSAbought XRAY
Q3 2025$9.4B · 107 stocks · filed Nov 14, 2025
8 bought29 added66 reduced5 sold
sold 0VVBreduced −25% REZIadded +63% PBHreduced −16% SPHRbought PSKYreduced −19% GNRC
Q2 2025$8.8B · 104 stocks · filed Aug 14, 2025
3 bought37 added61 reduced5 sold
reduced −30% NTRSadded +36% NCLHreduced −36% KMTreduced −26% CVSAreduced −40% IPGadded +23% OSW
Q1 2025$8.5B · 106 stocks · filed May 15, 2025
5 bought48 added49 reduced9 sold
sold RCLreduced −40% CHKPadded +127% NCLHreduced −92% GSadded +38% OSWadded +5097% SLB
Q4 2024$9.4B · 110 stocks · filed Feb 14, 2025
6 bought31 added69 reduced6 sold
Q3 2024$9.8B · 110 stocks · filed Nov 13, 2024
4 bought25 added79 reduced9 sold
added +263% BIOsold SRCLEURadded +121% MIDDreduced −66% BIDUreduced −23% CVSAreduced −12% JLL
Q2 2024$9.2B · 115 stocks · filed Aug 14, 2024
6 bought40 added69 reduced6 sold
reduced −64% SRCLEURsold Laboratory Corp of America Holdingsbought LHadded +56% SJMadded +47% Leslie's Increduced −20% REZI
Q1 2024$10.2B · 115 stocks · filed May 14, 2024
7 bought31 added68 reduced6 sold
bought LAZsold Lazard Ltdbought Aptiv PLCreduced −67% PMreduced −24% CGbought CVS
Q4 2023$10.0B · 114 stocks · filed Feb 14, 2024
8 bought48 added53 reduced9 sold
reduced −47% PMreduced −78% HP5Areduced −36% MSFTreduced −29% BIDUreduced −45% BAPreduced −95% JNJ
Q3 2023$9.4B · 115 stocks · filed Nov 14, 2023
5 bought44 added61 reduced6 sold
added +174% PBHreduced −22% BIDUadded +121% CHKPreduced −18% GNTXreduced −17% PMadded +51% Leslie's Inc

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.