John Rogers's KMT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 3.78 M shares of Kennametal Inc. (KMT) worth $79.07 M, representing 0.85% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in KMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 2.96 M shares. Largest reduction occurred in Q2 2025, reducing 2.76 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Kennametal (KMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kennametal (KMT) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +1.42 M | New Buy | 1.42 M | $46.28 |
| Q3 2014 | +2.52 M | Add 177.78% | 3.94 M | $41.31 |
| Q4 2014 | +1.3 M | Add 32.90% | 5.23 M | $35.79 |
| Q1 2015 | +2.96 M | Add 56.54% | 8.19 M | $33.69 |
| Q2 2015 | +17,720 | Add 0.22% | 8.21 M | $34.12 |
| Q3 2015 | +1.4 M | Add 17.06% | 9.61 M | $24.89 |
| Q4 2015 | +989,995 | Add 10.30% | 10.6 M | $19.20 |
| Q1 2016 | +288,380 | Add 2.72% | 10.89 M | $22.49 |
| Q2 2016 | -500,143 | Reduce 4.59% | 10.39 M | $22.11 |
| Q3 2016 | -1.05 M | Reduce 10.11% | 9.34 M | $29.02 |
| Q4 2016 | -2.06 M | Reduce 22.01% | 7.28 M | $31.26 |
| Q1 2017 | -1.5 M | Reduce 20.66% | 5.78 M | $39.23 |
| Q2 2017 | -294,908 | Reduce 5.10% | 5.48 M | $37.42 |
| Q3 2017 | +5,510 | Add 0.10% | 5.49 M | $40.34 |
| Q4 2017 | -299,957 | Reduce 5.46% | 5.19 M | $48.41 |
| Q1 2018 | -2,675 | Reduce 0.05% | 5.19 M | $40.16 |
| Q2 2018 | +272,428 | Add 5.25% | 5.46 M | $35.90 |
| Q3 2018 | +40,486 | Add 0.74% | 5.5 M | $43.56 |
| Q4 2018 | -47,973 | Reduce 0.87% | 5.45 M | $33.28 |
| Q1 2019 | -116,953 | Reduce 2.15% | 5.33 M | $36.75 |
| Q2 2019 | -70,385 | Reduce 1.32% | 5.26 M | $36.99 |
| Q3 2019 | +312,756 | Add 5.94% | 5.58 M | $30.74 |
| Q4 2019 | +168,981 | Add 3.03% | 5.75 M | $36.89 |
| Q1 2020 | +777,990 | Add 13.54% | 6.52 M | $18.62 |
| Q2 2020 | -709,655 | Reduce 10.88% | 5.81 M | $28.71 |
| Q3 2020 | +124,051 | Add 2.13% | 5.94 M | $28.94 |
| Q4 2020 | +174,721 | Add 2.94% | 6.11 M | $36.24 |
| Q1 2021 | +953,213 | Add 15.59% | 7.07 M | $39.97 |
| Q2 2021 | +559,935 | Add 7.92% | 7.63 M | $35.92 |
| Q3 2021 | +1.12 M | Add 14.63% | 8.74 M | $34.23 |
| Q4 2021 | +174,596 | Add 2.00% | 8.92 M | $35.91 |
| Q1 2022 | +790,456 | Add 8.86% | 9.71 M | $28.61 |
| Q2 2022 | +892,747 | Add 9.20% | 10.6 M | $23.23 |
| Q3 2022 | +21,303 | Add 0.20% | 10.62 M | $20.58 |
| Q4 2022 | -259,532 | Reduce 2.44% | 10.36 M | $24.06 |
| Q1 2023 | -174,414 | Reduce 1.68% | 10.19 M | $27.58 |
| Q2 2023 | -310,079 | Reduce 3.04% | 9.88 M | $28.39 |
| Q3 2023 | -140,807 | Reduce 1.43% | 9.74 M | $24.88 |
| Q4 2023 | -323,063 | Reduce 3.32% | 9.41 M | $25.79 |
| Q1 2024 | -217,448 | Reduce 2.31% | 9.2 M | $24.94 |
| Q2 2024 | -535,468 | Reduce 5.82% | 8.66 M | $23.54 |
| Q3 2024 | -347,292 | Reduce 4.01% | 8.31 M | $25.93 |
| Q4 2024 | -573,125 | Reduce 6.89% | 7.74 M | $24.02 |
| Q1 2025 | -5,313 | Reduce 0.07% | 7.74 M | $21.30 |
| Q2 2025 | -2.76 M | Reduce 35.73% | 4.97 M | $22.96 |
| Q3 2025 | -1.19 M | Reduce 24.01% | 3.78 M | $20.93 |
John Rogers's Kennametal Investment FAQs
John Rogers first purchased Kennametal Inc. (KMT) in Q2 2014, acquiring 1,417,909 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 Kennametal Inc. (KMT) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to Kennametal Inc. (KMT) was in Q1 2015, adding 8,193,593 shares worth $276.04 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 3,777,813 shares of Kennametal Inc. (KMT), valued at approximately $79.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Kennametal Inc. (KMT) represents approximately 0.85% 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 Kennametal Inc. (KMT) was 10,890,898 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.