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John W. Rogers Jr. 13F portfolio summary

John W. Rogers Jr. of ARIEL INVESTMENTS, LLC has 105 current stock holdings with a reported portfolio value of $8.93B. The portfolio 1 year return is +21.59%. Top holdings include MSGE (4.03%), OSW (3.96%), JLL (3.49%), AMG (3.30%), SPHR (3.24%).

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John W. Rogers Jr.

ARIEL INVESTMENTS, LLC
Latest filing: 2026-03-31

John W. Rogers Jr. runs ARIEL INVESTMENTS, LLC and currently holds 105 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $8.93B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. John W. Rogers Jr. ranks #66 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is APA (APA CORPORATION) with returns of +73.51% from their average buy price, held for approximately 21.0 quarters. Over the past year, John W. Rogers Jr.'s portfolio at ARIEL INVESTMENTS, LLC has delivered returns of +21.59%. Their 3-year annualized return is +30.06%. Looking at the 5-year horizon, John W. Rogers Jr. has achieved +23.10% annualized returns at ARIEL INVESTMENTS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.59%
#38/75
3 Year
+30.06%
#70/75
5 Year
+23.10%
#64/75

Portfolio Value

$8.93B

Alpha Score

22.5

#66 of 75

Holdings

105

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change