Follow-The-Filings

Featured 13F manager

Ariel Investments, LLC John Rogers

Chicago, IL 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $10B
  • 106 Positions
  • 2026 Q2
  • +12.3% QoQ
  • Top 5 18.6%

AUM over time

2026 Q2 $10B +12.3% QoQ
2021 Q3 · $10.9B 2021 Q3 · $10.9B
Q3 2021
2021 Q4 · $11.9B · +8.5% QoQ 2021 Q4 · $11.9B · +8.5% QoQ
Q4
2022 Q1 · $11.3B · −5.0% QoQ 2022 Q1 · $11.3B · −5.0% QoQ
Q1 2022
2022 Q2 · $10B · −11.1% QoQ 2022 Q2 · $10B · −11.1% QoQ
Q2
2022 Q3 · $9.1B · −9.1% QoQ 2022 Q3 · $9.1B · −9.1% QoQ
Q3
2022 Q4 · $9.8B · +8.1% QoQ 2022 Q4 · $9.8B · +8.1% QoQ
Q4
2023 Q1 · $10.4B · +5.7% QoQ 2023 Q1 · $10.4B · +5.7% QoQ
Q1 2023
2023 Q2 · $10.6B · +1.5% QoQ 2023 Q2 · $10.6B · +1.5% QoQ
Q2
2023 Q3 · $9.4B · −10.5% QoQ 2023 Q3 · $9.4B · −10.5% QoQ
Q3
2023 Q4 · $10B · +6.3% QoQ 2023 Q4 · $10B · +6.3% QoQ
Q4
2024 Q1 · $10.2B · +1.2% QoQ 2024 Q1 · $10.2B · +1.2% QoQ
Q1 2024
2024 Q2 · $9.2B · −9.1% QoQ 2024 Q2 · $9.2B · −9.1% QoQ
Q2
2024 Q3 · $9.8B · +6.0% QoQ 2024 Q3 · $9.8B · +6.0% QoQ
Q3
2024 Q4 · $9.4B · −4.3% QoQ 2024 Q4 · $9.4B · −4.3% QoQ
Q4
2025 Q1 · $8.5B · −9.2% QoQ 2025 Q1 · $8.5B · −9.2% QoQ
Q1 2025
2025 Q2 · $8.8B · +3.7% QoQ 2025 Q2 · $8.8B · +3.7% QoQ
Q2
2025 Q3 · $9.4B · +6.0% QoQ 2025 Q3 · $9.4B · +6.0% QoQ
Q3
2025 Q4 · $9.3B · −1.0% QoQ 2025 Q4 · $9.3B · −1.0% QoQ
Q4
2026 Q1 · $8.9B · −3.5% QoQ 2026 Q1 · $8.9B · −3.5% QoQ
Q1 2026
2026 Q2 · $10B · +12.3% QoQ 2026 Q2 · $10B · +12.3% QoQ
Q2

Book

2025 Q2 2025 Q1 · filed 14 Aug · long equity

MSGE - MSG Entertainment · CL A 3.58% Add +1.6% 7,896,008 $39.97 $316M +120,635 +$61M
SPHR - Sphere Entertainment · CL A 3.36% Add +12.7% 7,100,237 $41.80 $297M +802,098 +$91M
MAT - Mattel 3.18% Add +2.6% 14,220,786 $19.72 $280M +362,671 +$11M
LAZ - Lazard 3.13% Add +2.4% 5,753,997 $47.98 $276M +134,717 +$33M
OSW - Onespaworld 3.05% Add +23.3% 13,213,156 $20.39 $269M +2,499,851 +$90M
AMG — 3.02% Reduce −3.7% 1,355,075 $196.77 $267M −52,076 +$30M
GNRC - Generac 2.93% Add +11.7% 1,804,595 $143.21 $258M +188,717 +$54M
JLL - Jones Lang Lasalle 2.91% Reduce −3.1% 1,004,090 $255.78 $257M −32,290 −$103K
NCLH - Norwegian Cruise 2.84% Add +36.2% 12,369,377 $20.28 $251M +3,288,207 +$79M
CG - Carlyle Group 2.74% Reduce −2.8% 4,705,544 $51.40 $242M −133,669 +$31M
NVST - Envista 2.74% Add +1.7% 12,355,666 $19.54 $241M +210,921 +$32M
BYD - Boyd Gaming 2.51% Reduce −8.5% 2,834,739 $78.23 $222M −263,072 +$18M
FAF - First Amern Finl 2.44% Reduce −5.1% 3,504,069 $61.39 $215M −186,809 −$27M
CRL - Charles Riv Labs Intl 2.43% Add +28.6% 1,415,348 $151.73 $215M +314,572 +$49M
REZI - Resideo Technologies 2.24% Reduce −7.3% 8,956,209 $22.06 $198M −708,462 +$27M
BIO - Bio Rad Labs · CL A 2.24% Add +13.0% 818,624 $241.32 $198M +93,964 +$21M
ADT - ADT Del 2.23% Reduce −14.1% 23,244,598 $8.47 $197M −3,812,697 −$23M
MHK - Mohawk Inds 2.04% Reduce −1.5% 1,716,569 $104.84 $180M −27,005 −$19M
PBH — 1.99% Reduce −12.6% 2,202,327 $79.85 $176M −316,614 −$41M
CVSA - Adtalem Global Ed 1.98% Reduce −25.9% 1,375,687 $127.23 $175M −481,191 −$12M
BOKF - Bok Finl 1.98% Reduce −1.0% 1,789,772 $97.63 $175M −18,523 −$14M
NTRS - Northern Tr 1.98% Reduce −29.7% 1,376,364 $126.79 $175M −580,895 −$19M
GNTX - Gentex 1.83% Add +3.9% 7,359,272 $21.99 $162M +277,217 −$3M
MANU - Manchester Utd · CL A 1.82% Add +5.2% 9,024,434 $17.81 $161M +449,105 +$48M
PARA - Paramount Global · CLASS B 1.81% Reduce −13.0% 12,363,100 $12.90 $159M −1,852,154 −$11M
MSGS - MSG Sports · CL A 1.79% Reduce −9.7% 757,837 $208.95 $158M −81,106 −$5M
SJM - Smucker J M 1.70% Reduce −18.7% 1,528,938 $98.20 $150M −352,646 −$73M
CLB - Core Laboratories 1.69% Add +25.5% 12,976,463 $11.52 $149M +2,634,438 −$6M
MIDD - Middleby 1.53% Reduce −5.6% 934,607 $144.00 $135M −55,916 −$16M
BCO - Brinks 1.40% Reduce −0.8% 1,383,454 $89.29 $124M −10,830 +$3M
AXTA - Axalta Coating Sys 1.34% Reduce −3.5% 3,981,974 $29.69 $118M −143,587 −$19M
KMT - Kennametal 1.29% Reduce −35.7% 4,971,198 $22.96 $114M −2,764,046 −$51M
CHKP - Check Point 1.24% Reduce −27.1% 493,547 $221.25 $109M −183,674 −$45M
MSFT - Microsoft 1.20% Add +72.0% 213,138 $497.41 $106M +89,244 +$60M
ZBRA - Zebra Technologies · CL A 1.19% Add +50.0% 339,069 $308.36 $105M +113,017 +$41M
LH - Labcorp 1.09% Reduce −0.8% 365,398 $262.51 $96M −2,865 +$10M
APTV - Aptiv 1.07% Add +80.2% 1,386,513 $68.22 $95M +617,115 +$49M
KN - Knowles 0.93% Reduce −0.3% 4,643,564 $17.62 $82M −14,183 +$11M
LIND — 0.91% Reduce −11.4% 6,892,053 $11.67 $80M −885,715 +$8M
CVS - Cvs Health 0.91% Add +14.2% 1,164,574 $68.98 $80M +144,541 +$11M
JHG - Janus Henderson Group 0.90% Reduce −5.2% 2,036,989 $38.84 $79M −111,676 +$1M
Interpublic Group Cos 0.88% Reduce −39.7% 3,180,658 $24.48 $78M −2,096,499 −$65M
AQN - Algonquin Pwr Utils 0.85% Add +88.6% 13,112,831 $5.73 $75M +6,160,490 +$39M
NVT - Nvent Electric 0.78% Add +17.2% 934,041 $73.25 $68M +137,376 +$27M
LFUS - Littelfuse 0.76% Reduce −3.7% 294,001 $226.73 $67M −11,391 +$7M
WEX — 0.67% Reduce −2.7% 401,086 $146.89 $59M −11,161 −$6M
GCMG - Gcm Grosvenor · CL A 0.58% Add +0.5% 4,452,562 $11.56 $51M +23,307 −$7M
FSLR - First Solar 0.58% New 307,292 $165.54 $51M +307,292 +$51M
VZ - Verizon Communications 0.57% Reduce −17.8% 1,171,161 $43.27 $51M −254,046 −$14M
KEYS - Keysight Technologies 0.49% Reduce −6.6% 262,761 $163.86 $43M −18,593 +$918K

Showing top 50 of 104 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CNH - Cnh Indl 0.32% Exit 0 $12.28 $27M −2,187,205 −$27M
ABBV - Abbvie 0.21% Exit 0 $209.52 $18M −84,394 −$18M
PM - Philip Morris Intl 0.20% Exit 0 $158.73 $17M −108,328 −$17M
GOLD - Barrick Gold 0.05% Exit 0 $19.44 $4M −217,272 −$4M
VXUS - Vanguard Star Fds 0.05% Exit 0 $62.10 $4M −63,386 −$4M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 106 $10B +12.3% 13F-HR 8/14/2026 000093675326000050
2026 Q1 106 $8.9B −3.5% 13F-HR 5/14/2026 000093675326000025
2025 Q4 108 $9.3B −1.0% 13F-HR 2/13/2026 000093675326000017
2025 Q3 107 $9.4B +6.0% 13F-HR 11/14/2025 000093675325000089
2025 Q2 104 $8.8B +3.7% 13F-HR 8/14/2025 000093675325000065
2025 Q1 106 $8.5B −9.2% 13F-HR 5/15/2025 000093675325000029
2024 Q4 110 $9.4B −4.3% 13F-HR 2/14/2025 000093675325000018
2024 Q3 110 $9.8B +6.0% 13F-HR 11/13/2024 000093675324000085
2024 Q2 115 $9.2B −9.1% 13F-HR 8/14/2024 000093675324000049
2024 Q1 115 $10.2B +1.2% 13F-HR 5/14/2024 000093675324000041
2023 Q4 114 $10B +6.3% 13F-HR 2/14/2024 000093675324000020
2023 Q3 115 $9.4B −10.5% 13F-HR 11/14/2023 000093675323000061
2023 Q2 116 $10.6B +1.5% 13F-HR 8/14/2023 000093675323000056
2023 Q1 114 $10.4B +5.7% 13F-HR 5/12/2023 000093675323000040
2022 Q4 116 $9.8B +8.1% 13F-HR 2/14/2023 000093675323000023
2022 Q3 114 $9.1B −9.1% 13F-HR 11/14/2022 000093675322000041
2022 Q2 112 $10B −11.1% 13F-HR 8/12/2022 000093675322000036
2022 Q1 106 $11.3B −5.0% 13F-HR 5/13/2022 000093675322000031
2021 Q4 104 $11.9B +8.5% 13F-HR 2/14/2022 000093675322000018
2021 Q3 109 $10.9B 13F-HR 11/12/2021 000093675321000089

About

ARIEL INVESTMENTS, LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
John Rogers
SEC filing name
ARIEL INVESTMENTS, LLC
Location
Chicago, IL
All SEC filings
View on sec.gov