John Rogers's ADT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 21.56 M shares of ADT Inc. (ADT) worth $173.98 M, representing 1.88% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in ADT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 8.97 M shares. Largest reduction occurred in Q1 2022, reducing 4.16 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's ADT (ADT) Holding Value Over Time
Track share changes against reported price movement
Quarterly ADT (ADT) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -510,642 | Reduce 2.31% | 21.56 M | $8.07 |
| Q3 2025 | -1.18 M | Reduce 5.06% | 22.07 M | $8.71 |
| Q2 2025 | -3.81 M | Reduce 14.09% | 23.24 M | $8.47 |
| Q1 2025 | -1.52 M | Reduce 5.33% | 27.06 M | $8.14 |
| Q4 2024 | -536,112 | Reduce 1.84% | 28.58 M | $6.91 |
| Q3 2024 | -1.24 M | Reduce 4.10% | 29.12 M | $7.23 |
| Q2 2024 | +780,762 | Add 2.64% | 30.36 M | $7.60 |
| Q1 2024 | +7.13 M | Add 31.77% | 29.58 M | $6.72 |
| Q4 2023 | +18,440 | Add 0.08% | 22.45 M | $6.82 |
| Q3 2023 | +1.13 M | Add 5.29% | 22.43 M | $6.00 |
| Q2 2023 | +2.54 M | Add 13.56% | 21.3 M | $6.03 |
| Q1 2023 | +1.93 M | Add 11.49% | 18.76 M | $7.23 |
| Q4 2022 | -1.37 M | Reduce 7.50% | 16.82 M | $9.07 |
| Q3 2022 | -898,987 | Reduce 4.71% | 18.19 M | $7.49 |
| Q2 2022 | -1.26 M | Reduce 6.19% | 19.09 M | $6.15 |
| Q1 2022 | -4.16 M | Reduce 16.99% | 20.35 M | $7.59 |
| Q4 2021 | +225,370 | Add 0.93% | 24.51 M | $8.41 |
| Q3 2021 | +8.97 M | Add 58.60% | 24.29 M | $8.09 |
| Q2 2021 | +15.31 M | New Buy | 15.31 M | $10.79 |
John Rogers's ADT Investment FAQs
John Rogers first purchased ADT Inc. (ADT) in Q2 2021, acquiring 15,313,819 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held ADT Inc. (ADT) for 19 quarters since Q2 2021.
John Rogers's largest addition to ADT Inc. (ADT) was in Q2 2021, adding 15,313,819 shares worth $165.24 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 21,558,300 shares of ADT Inc. (ADT), valued at approximately $173.98 M.
As of the Q4 2025 filing, ADT Inc. (ADT) represents approximately 1.88% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in ADT Inc. (ADT) was 30,360,559 shares, as reported at the end of Q2 2024.