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John Rogers

Ariel Investment, LLC

John Rogers founded Ariel Investment, LLC in 1983. Rogers manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."

Shares Held
Asset Size
% Top 10
220
$9.97B
29.71%
Latest2025Q3
Top BuysAQN (CA)
Top SellsPSKY (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
9.97B
10.40B
-4.12%
Shares Held
220
252
-12.70%
Buys
38
40
-5.00%
Sells
82
84
-2.38%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
3.74%
-1.11M
$372.36M
$372.36M
5.99M
2025-09-30
3.51%
-158.44K
$350.05M
$350.05M
7.74M
2025-09-30
3.02%
-91.25K
$301.33M
$301.33M
1.26M
2025-09-30
2.99%
-285.08K
$297.64M
$297.64M
12.08M
2025-09-30
2.90%
-2.26M
$289.21M
$289.21M
6.70M
2025-09-30
2.85%
-53.24K
$283.62M
$283.62M
950.85K
2025-09-30
2.80%
-23.56K
$278.83M
$278.83M
13.19M
2025-09-30
2.78%
-508.11K
$276.88M
$276.88M
5.25M
2025-09-30
2.66%
-472.16K
$265.43M
$265.43M
4.23M
2025-09-30
2.46%
-337.36K
$245.61M
$245.61M
1.47M
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Paramount Skydance Ord Shs Class B (US)
PSKY
Sell
-9.36M
-75.70%
3.00M
$56.77M
2025-09-30
Algonquin Power Utilities Ord Shs (CA)
AQN
Buy
+3.23M
+16.50%
16.35M
$87.83M
2025-09-30
BT Group Ord Shs (GB)
BT
New
+3.10M
+50.00%
3.10M
$7.95M
2025-09-30
Sell
-2.26M
-25.20%
6.70M
$289.21M
2025-09-30
Buy
+1.39M
+27.90%
3.59M
$224.33M
2025-09-30
Sell
-1.37M
-19.80%
5.52M
$70.72M
2025-09-30
Sell
-1.19M
-24.00%
3.78M
$79.07M
2025-09-30
Sell
-1.18M
-5.00%
22.07M
$192.22M
2025-09-30
Sell
-1.11M
-15.50%
5.99M
$372.36M
2025-09-30
10
Informa Ord Shs (GB)
INF
New
+922.63K
+50.00%
922.63K
$11.37M
2025-09-30

Holding Performance

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