John Rogers's KMT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 2.38 M shares of Kennametal Inc. (KMT) worth $67.55 M, representing 0.73% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 47 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.4 M | Reduce 37.06% | 2.38 M | $28.41 |
| Q3 2025 | -1.19 M | Reduce 24.01% | 3.78 M | $20.93 |
| Q2 2025 | -2.76 M | Reduce 35.73% | 4.97 M | $22.96 |
| Q1 2025 | -5,313 | Reduce 0.07% | 7.74 M | $21.30 |
| Q4 2024 | -573,125 | Reduce 6.89% | 7.74 M | $24.02 |
| Q3 2024 | -347,292 | Reduce 4.01% | 8.31 M | $25.93 |
| Q2 2024 | -535,468 | Reduce 5.82% | 8.66 M | $23.54 |
| Q1 2024 | -217,448 | Reduce 2.31% | 9.2 M | $24.94 |
| Q4 2023 | -323,063 | Reduce 3.32% | 9.41 M | $25.79 |
| Q3 2023 | -140,807 | Reduce 1.43% | 9.74 M | $24.88 |
| Q2 2023 | -310,079 | Reduce 3.04% | 9.88 M | $28.39 |
| Q1 2023 | -174,414 | Reduce 1.68% | 10.19 M | $27.58 |
| Q4 2022 | -259,532 | Reduce 2.44% | 10.36 M | $24.06 |
| Q3 2022 | +21,303 | Add 0.20% | 10.62 M | $20.58 |
| Q2 2022 | +892,747 | Add 9.20% | 10.6 M | $23.23 |
| Q1 2022 | +790,456 | Add 8.86% | 9.71 M | $28.61 |
| Q4 2021 | +174,596 | Add 2.00% | 8.92 M | $35.91 |
| Q3 2021 | +1.12 M | Add 14.63% | 8.74 M | $34.23 |
| Q2 2021 | +559,935 | Add 7.92% | 7.63 M | $35.92 |
| Q1 2021 | +953,213 | Add 15.59% | 7.07 M | $39.97 |
| Q4 2020 | +174,721 | Add 2.94% | 6.11 M | $36.24 |
| Q3 2020 | +124,051 | Add 2.13% | 5.94 M | $28.94 |
| Q2 2020 | -709,655 | Reduce 10.88% | 5.81 M | $28.71 |
| Q1 2020 | +777,990 | Add 13.54% | 6.52 M | $18.62 |
| Q4 2019 | +168,981 | Add 3.03% | 5.75 M | $36.89 |
| Q3 2019 | +312,756 | Add 5.94% | 5.58 M | $30.74 |
| Q2 2019 | -70,385 | Reduce 1.32% | 5.26 M | $36.99 |
| Q1 2019 | -116,953 | Reduce 2.15% | 5.33 M | $36.75 |
| Q4 2018 | -47,973 | Reduce 0.87% | 5.45 M | $33.28 |
| Q3 2018 | +40,486 | Add 0.74% | 5.5 M | $43.56 |
| Q2 2018 | +272,428 | Add 5.25% | 5.46 M | $35.90 |
| Q1 2018 | -2,675 | Reduce 0.05% | 5.19 M | $40.16 |
| Q4 2017 | -299,957 | Reduce 5.46% | 5.19 M | $48.41 |
| Q3 2017 | +5,510 | Add 0.10% | 5.49 M | $40.34 |
| Q2 2017 | -294,908 | Reduce 5.10% | 5.48 M | $37.42 |
| Q1 2017 | -1.5 M | Reduce 20.66% | 5.78 M | $39.23 |
| Q4 2016 | -2.06 M | Reduce 22.01% | 7.28 M | $31.26 |
| Q3 2016 | -1.05 M | Reduce 10.11% | 9.34 M | $29.02 |
| Q2 2016 | -500,143 | Reduce 4.59% | 10.39 M | $22.11 |
| Q1 2016 | +288,380 | Add 2.72% | 10.89 M | $22.49 |
| Q4 2015 | +989,995 | Add 10.30% | 10.6 M | $19.20 |
| Q3 2015 | +1.4 M | Add 17.06% | 9.61 M | $24.89 |
| Q2 2015 | +17,720 | Add 0.22% | 8.21 M | $34.12 |
| Q1 2015 | +2.96 M | Add 56.54% | 8.19 M | $33.69 |
| Q4 2014 | +1.3 M | Add 32.90% | 5.23 M | $35.79 |
| Q3 2014 | +2.52 M | Add 177.78% | 3.94 M | $41.31 |
| Q2 2014 | +1.42 M | New Buy | 1.42 M | $46.28 |
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 47 quarters since Q2 2014.
John Rogers's largest addition to Kennametal Inc. (KMT) was in Q1 2015, adding 8,193,593 shares worth $276.04 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 2,377,626 shares of Kennametal Inc. (KMT), valued at approximately $67.55 M.
As of the Q4 2025 filing, Kennametal Inc. (KMT) represents approximately 0.73% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Kennametal Inc. (KMT) was 10,890,898 shares, as reported at the end of Q1 2016.