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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
247
$10.27B
29.01%
Latest2025Q3
Top BuysMKS (GB)
Top SellsBARC (GB)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.27B
10.40B
-1.22%
Shares Held
247
252
-1.98%
Buys
33
40
-17.50%
Sells
97
84
+15.48%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
3.61%
-856.25K
$370.83M
$311.31M
6.88M
2025-12-31
3.32%
-81.60K
$340.81M
$281.88M
1.18M
2025-12-31
3.12%
+2.27M
$320.32M
$353.47M
14.35M
2025-12-31
2.93%
-930.82K
$301.26M
$196.83M
3.17M
2025-12-31
2.93%
-57.62K
$300.55M
$266.43M
893.23K
2025-12-31
2.83%
+821.71K
$290.59M
$296.20M
14.01M
2025-12-31
2.77%
-62.33K
$284.81M
$223.39M
1.43M
2025-12-31
2.53%
-33.66K
$259.88M
$243.84M
11.97M
2025-12-31
2.50%
+50.93K
$257.21M
$279.57M
5.30M
2025-12-31
2.46%
+507.54K
$253.08M
$256.00M
4.10M
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Marks and Spencer Group Ord Shs (GB)
MKS
New
+16.33M
+50.00%
16.33M
$87.33M
2026-02-12
Barclays Ord Shs (GB)
BARC
Exit
-5.00M
-100.00%
0.00
$0.00
2026-01-31
New
+5.27M
+50.00%
5.27M
$60.29M
2025-12-31
Exit
-3.19M
-100.00%
0.00
$0.00
2025-12-31
Buy
+2.27M
+13.60%
14.35M
$320.32M
2025-12-31
Sell
-1.40M
-37.00%
2.38M
$67.55M
2025-12-31
New
+1.32M
+50.00%
1.32M
$31.74M
2025-12-31
Sell
-1.23M
-8.90%
12.53M
$248.64M
2025-12-31
New
+1.20M
+50.00%
1.20M
$29.87M
2025-12-31
Exit
-1.17M
-100.00%
0.00
$0.00
2025-12-31

Holding Performance

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