John Rogers's MAT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 12.53 M shares of Mattel, Inc. (MAT) worth $248.64 M, representing 2.69% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in MAT, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 2.65 M shares. Largest reduction occurred in Q2 2022, reducing 1.72 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Mattel (MAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mattel (MAT) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.23 M | Reduce 8.93% | 12.53 M | $19.84 |
| Q3 2025 | -460,316 | Reduce 3.24% | 13.76 M | $16.83 |
| Q2 2025 | +362,671 | Add 2.62% | 14.22 M | $19.72 |
| Q1 2025 | -962,630 | Reduce 6.50% | 13.86 M | $19.43 |
| Q4 2024 | +12,583 | Add 0.08% | 14.82 M | $17.73 |
| Q3 2024 | -9,848 | Reduce 0.07% | 14.81 M | $19.05 |
| Q2 2024 | -765,283 | Reduce 4.91% | 14.82 M | $16.26 |
| Q1 2024 | +112,786 | Add 0.73% | 15.58 M | $19.81 |
| Q4 2023 | -184,688 | Reduce 1.18% | 15.47 M | $18.88 |
| Q3 2023 | -810,819 | Reduce 4.92% | 15.66 M | $22.03 |
| Q2 2023 | +187,157 | Add 1.15% | 16.47 M | $19.54 |
| Q1 2023 | +375,245 | Add 2.36% | 16.28 M | $18.41 |
| Q4 2022 | +141,329 | Add 0.90% | 15.9 M | $17.84 |
| Q3 2022 | -235,989 | Reduce 1.48% | 15.76 M | $18.94 |
| Q2 2022 | -1.72 M | Reduce 9.71% | 16 M | $22.33 |
| Q1 2022 | -557,672 | Reduce 3.05% | 17.72 M | $22.21 |
| Q4 2021 | +1.64 M | Add 9.88% | 18.28 M | $21.56 |
| Q3 2021 | +1.01 M | Add 6.49% | 16.63 M | $18.56 |
| Q2 2021 | +310,333 | Add 2.03% | 15.62 M | $20.10 |
| Q1 2021 | -616,907 | Reduce 3.87% | 15.31 M | $19.92 |
| Q4 2020 | -1.29 M | Reduce 7.48% | 15.93 M | $17.45 |
| Q3 2020 | -473,367 | Reduce 2.68% | 17.21 M | $11.70 |
| Q2 2020 | +88,498 | Add 0.50% | 17.69 M | $9.67 |
| Q1 2020 | +2.29 M | Add 14.97% | 17.6 M | $8.81 |
| Q4 2019 | -63,721 | Reduce 0.41% | 15.31 M | $13.55 |
| Q3 2019 | +1.67 M | Add 12.23% | 15.37 M | $11.39 |
| Q2 2019 | +2.31 M | Add 20.28% | 13.7 M | $11.21 |
| Q1 2019 | -909,671 | Reduce 7.40% | 11.39 M | $13.00 |
| Q4 2018 | +935,585 | Add 8.24% | 12.3 M | $9.99 |
| Q3 2018 | +176,928 | Add 1.58% | 11.36 M | $15.70 |
| Q2 2018 | +1.31 M | Add 13.32% | 11.18 M | $16.42 |
| Q1 2018 | +718,423 | Add 7.85% | 9.87 M | $13.15 |
| Q4 2017 | +837,481 | Add 10.07% | 9.15 M | $15.38 |
| Q3 2017 | +2.36 M | Add 39.66% | 8.31 M | $15.48 |
| Q2 2017 | +879,434 | Add 17.33% | 5.95 M | $21.53 |
| Q1 2017 | +612,807 | Add 13.74% | 5.07 M | $25.61 |
| Q4 2016 | +685,178 | Add 18.15% | 4.46 M | $27.55 |
| Q3 2016 | -235,830 | Reduce 5.88% | 3.78 M | $30.28 |
| Q2 2016 | -408,279 | Reduce 9.24% | 4.01 M | $31.29 |
| Q1 2016 | -1.44 M | Reduce 24.63% | 4.42 M | $33.62 |
| Q4 2015 | +31,080 | Add 0.53% | 5.86 M | $27.17 |
| Q3 2015 | +2.65 M | Add 83.08% | 5.83 M | $21.06 |
| Q2 2015 | +3.19 M | New Buy | 3.19 M | $25.69 |
John Rogers's Mattel Investment FAQs
John Rogers first purchased Mattel, Inc. (MAT) in Q2 2015, acquiring 3,185,615 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 Mattel, Inc. (MAT) for 43 quarters since Q2 2015.
John Rogers's largest addition to Mattel, Inc. (MAT) was in Q2 2015, adding 3,185,615 shares worth $81.84 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 12,532,133 shares of Mattel, Inc. (MAT), valued at approximately $248.64 M.
As of the Q4 2025 filing, Mattel, Inc. (MAT) represents approximately 2.69% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Mattel, Inc. (MAT) was 18,276,684 shares, as reported at the end of Q4 2021.