John Rogers's Avatar

John Rogers
Portfolio: Top Holdings & Stock Picks

Ariel Investments, LLC

Value Investing

John Rogers (Ariel Investments, LLC) disclosed 107 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $9.35 B billion and a turnover rate of 5.0%.

Portfolio Value
$9.35 B
Total Holdings
107
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
4.95%

John Rogers Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
5.99 M $372.36 M 3.98% 5.3 Years -15.58%
7.74 M $350.05 M 3.74% 2.3 Years -2.01%
AMG
1.26 M $301.33 M 3.22% 7 Years -6.73%
12.08 M $297.64 M 3.18% 5.5 Years -2.30%
6.7 M $289.21 M 3.09% 4 Years -25.22%
JLL
950,845 $283.62 M 3.03% >10 Years -5.30%
OSW
13.19 M $278.83 M 2.98% 5.5 Years -0.18%
LAZ
5.25 M $276.88 M 2.96% 1.5 Years -8.83%
CG
4.23 M $265.43 M 2.84% 2.7 Years -10.03%
1.47 M $245.61 M 2.63% 3.3 Years -18.69%

Recent Moves

Significant New Position
+3 M Shares | +$56.77 M Value
Continues to build a major stake in the Communication Services sector
Q3 2025
Added to Core Holding
+1.39 M Shares | +$86.9 M Value
Largest position increase in Healthcare sector
Q3 2025
Reduced Exposure to Position
-2.26 M Shares | -$97.52 M Value
Significant reduction in holdings of Industrials
Q3 2025
Complete Exit
-12.36 M Shares | -$159.48 M Value
Cleared PARA, sector remains in portfolio
Q3 2025

John Rogers's Historical Top Holdings Breakdown

Portfolio Date:

John Rogers Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
09/30/2025 Sold Out 12.36 M -12.36 M $159.48 M
09/30/2025 Reduce -25.2% 6.7 M -2.26 M $97.52 M
PBH
09/30/2025 Add 63.2% 3.59 M 1.39 M $86.9 M
09/30/2025 Reduce -15.6% 5.99 M -1.11 M $68.7 M
09/30/2025 New Buy 3 M 3 M $56.77 M
09/30/2025 Reduce -18.7% 1.47 M -337,364 $56.47 M
09/30/2025 Add 36.2% 1.27 M 338,511 $45 M
BAP
09/30/2025 Reduce -96.4% 5,242 -141,966 $37.8 M
DIS
09/30/2025 Add 190.4% 499,969 327,799 $37.53 M
MTB
09/30/2025 Add 4358.2% 191,434 187,140 $36.98 M

John Rogers's Sector Breakdowns

Portfolio Date:

About John Rogers

John W. Rogers, Jr. is an American investor and the founder, chairman, and co-CEO of Ariel Investments. He is a prominent figure in the investment community, known for his patient, value-oriented approach. Rogers founded Ariel in 1983, making it one of the first and largest minority-owned mutual fund firms in the United States. He is also known for his advocacy for financial literacy.

Frequently Asked Questions

As of 2025-09-30, John Rogers holds 107 stocks. Top positions include SPHR, MSGE, AMG, NCLH, REZI. For full portfolio details, please visit John Rogers’s portfolio.

In Q3 2025, John Rogers’s largest purchase by dollar amount was PSKY. For complete transaction details, please visit John Rogers’s portfolio.

According to the 13F filing for Q3 2025, John Rogers increased their stake in PBH.

John Rogers’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.