John Rogers's ADT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 22.07 M shares of ADT Inc. (ADT) worth $192.22 M, representing 2.06% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2021 | +15.31 M | New Buy | 15.31 M | $10.79 |
| Q3 2021 | +8.97 M | Add 58.60% | 24.29 M | $8.09 |
| Q4 2021 | +225,370 | Add 0.93% | 24.51 M | $8.41 |
| Q1 2022 | -4.16 M | Reduce 16.99% | 20.35 M | $7.59 |
| Q2 2022 | -1.26 M | Reduce 6.19% | 19.09 M | $6.15 |
| Q3 2022 | -898,987 | Reduce 4.71% | 18.19 M | $7.49 |
| Q4 2022 | -1.37 M | Reduce 7.50% | 16.82 M | $9.07 |
| Q1 2023 | +1.93 M | Add 11.49% | 18.76 M | $7.23 |
| Q2 2023 | +2.54 M | Add 13.56% | 21.3 M | $6.03 |
| Q3 2023 | +1.13 M | Add 5.29% | 22.43 M | $6.00 |
| Q4 2023 | +18,440 | Add 0.08% | 22.45 M | $6.82 |
| Q1 2024 | +7.13 M | Add 31.77% | 29.58 M | $6.72 |
| Q2 2024 | +780,762 | Add 2.64% | 30.36 M | $7.60 |
| Q3 2024 | -1.24 M | Reduce 4.10% | 29.12 M | $7.23 |
| Q4 2024 | -536,112 | Reduce 1.84% | 28.58 M | $6.91 |
| Q1 2025 | -1.52 M | Reduce 5.33% | 27.06 M | $8.14 |
| Q2 2025 | -3.81 M | Reduce 14.09% | 23.24 M | $8.47 |
| Q3 2025 | -1.18 M | Reduce 5.06% | 22.07 M | $8.71 |
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 18 quarters since Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to ADT Inc. (ADT) was in Q2 2021, adding 15,313,819 shares worth $165.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 22,068,942 shares of ADT Inc. (ADT), valued at approximately $192.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ADT Inc. (ADT) represents approximately 2.06% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in ADT Inc. (ADT) was 30,360,559 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.