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 Q3 2025 Q2 · filed 14 Nov · long equity

SPHR - Sphere Entertainment · CL A 3.98% Reduce −15.6% 5,994,239 $62.12 $372M −1,105,998 +$76M
MSGE - MSG Entertainment · CL A 3.74% Reduce −2.0% 7,737,570 $45.24 $350M −158,438 +$34M
AMG — 3.22% Reduce −6.7% 1,263,824 $238.43 $301M −91,251 +$35M
NCLH - Norwegian Cruise 3.18% Reduce −2.3% 12,084,292 $24.63 $298M −285,085 +$47M
REZI - Resideo Technologies 3.09% Reduce −25.2% 6,697,864 $43.18 $289M −2,258,345 +$92M
JLL - Jones Lang Lasalle 3.03% Reduce −5.3% 950,845 $298.28 $284M −53,245 +$27M
OSW - Onespaworld 2.98% Reduce −0.2% 13,189,600 $21.14 $279M −23,556 +$9M
LAZ - Lazard 2.96% Reduce −8.8% 5,245,889 $52.78 $277M −508,108 +$801K
CG - Carlyle Group 2.84% Reduce −10.0% 4,233,386 $62.70 $265M −472,158 +$24M
GNRC - Generac 2.63% Reduce −18.7% 1,467,231 $167.40 $246M −337,364 −$13M
NVST - Envista 2.62% Reduce −2.8% 12,004,205 $20.37 $245M −351,461 +$3M
FAF - First Amern Finl 2.56% Add +6.3% 3,725,184 $64.24 $239M +221,115 +$24M
CRL - Charles Riv Labs Intl 2.49% Add +5.3% 1,490,098 $156.46 $233M +74,750 +$18M
MAT - Mattel 2.48% Reduce −3.2% 13,760,470 $16.83 $232M −460,316 −$49M
BIO - Bio Rad Labs · CL A 2.43% Reduce −1.1% 809,480 $280.39 $227M −9,144 +$29M
BYD - Boyd Gaming 2.41% Reduce −8.2% 2,602,460 $86.45 $225M −232,279 +$3M
PBH — 2.40% Add +63.2% 3,594,959 $62.40 $224M +1,392,632 +$48M
MHK - Mohawk Inds 2.34% Reduce −1.1% 1,697,103 $128.92 $219M −19,466 +$39M
GNTX - Gentex 2.18% Reduce −1.9% 7,218,080 $28.30 $204M −141,192 +$42M
CVSA - Adtalem Global Ed 2.14% Reduce −5.9% 1,294,876 $154.45 $200M −80,811 +$25M
ADT - ADT Del 2.06% Reduce −5.1% 22,068,942 $8.71 $192M −1,175,656 −$5M
BOKF - Bok Finl 2.05% Reduce −3.9% 1,719,460 $111.44 $192M −70,312 +$17M
NTRS - Northern Tr 1.85% Reduce −6.7% 1,284,587 $134.60 $173M −91,777 −$2M
CLB - Core Laboratories 1.82% Add +6.1% 13,773,568 $12.36 $170M +797,105 +$21M
MIDD - Middleby 1.81% Add +36.2% 1,273,118 $132.93 $169M +338,511 +$35M
SJM - Smucker J M 1.79% Add +1.0% 1,543,523 $108.60 $168M +14,585 +$17M
MSGS - MSG Sports · CL A 1.77% Reduce −4.1% 727,035 $227.00 $165M −30,802 +$7M
BCO - Brinks 1.53% Reduce −11.4% 1,225,787 $116.86 $143M −157,667 +$20M
MANU - Manchester Utd · CL A 1.45% Reduce −1.1% 8,929,082 $15.14 $135M −95,352 −$26M
AXTA - Axalta Coating Sys 1.28% Add +5.2% 4,188,961 $28.62 $120M +206,987 +$2M
LH - Labcorp 1.11% Reduce −0.7% 362,869 $287.06 $104M −2,529 +$8M
CHKP - Check Point 1.08% Reduce −1.5% 486,268 $206.91 $101M −7,279 −$9M
MSFT - Microsoft 1.08% Reduce −8.9% 194,134 $517.95 $101M −19,004 −$5M
APTV - Aptiv 1.06% Reduce −17.0% 1,150,265 $86.22 $99M −236,248 +$5M
KN - Knowles 1.02% Reduce −11.5% 4,108,160 $23.31 $96M −535,404 +$14M
JHG - Janus Henderson Group 0.97% Add +0.4% 2,044,802 $44.51 $91M +7,813 +$12M
Interpublic Group Cos 0.95% Add +0.3% 3,190,462 $27.91 $89M +9,804 +$11M
AQN - Algonquin Pwr Utils 0.94% Add +24.7% 16,345,606 $5.37 $88M +3,232,775 +$13M
NVT - Nvent Electric 0.91% Reduce −7.9% 860,078 $98.64 $85M −73,963 +$16M
KMT - Kennametal 0.85% Reduce −24.0% 3,777,813 $20.93 $79M −1,193,385 −$35M
ZBRA - Zebra Technologies · CL A 0.81% Reduce −24.6% 255,619 $297.16 $76M −83,450 −$29M
CVS - Cvs Health 0.80% Reduce −15.0% 989,646 $75.39 $75M −174,928 −$6M
FSLR - First Solar 0.77% Add +5.9% 325,516 $220.53 $72M +18,224 +$21M
LIND — 0.76% Reduce −19.8% 5,524,660 $12.80 $71M −1,367,393 −$10M
LFUS - Littelfuse 0.62% Reduce −23.3% 225,373 $259.01 $58M −68,628 −$8M
DIS - Disney Walt 0.61% Add +190.4% 499,969 $114.50 $57M +327,799 +$36M
PARA - Paramount Skydance · CL B 0.61% New 3,000,464 $18.92 $57M +3,000,464 +$57M
GCMG - Gcm Grosvenor · CL A 0.58% Add +0.7% 4,484,588 $12.07 $54M +32,026 +$3M
WEX — 0.57% Reduce −15.0% 340,936 $157.53 $54M −60,150 −$5M
VZ - Verizon Communications 0.55% Reduce −0.4% 1,166,712 $43.95 $51M −4,449 +$601K

Showing top 50 of 105 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PARA - Paramount Global · CLASS B 1.81% Exit 0 $12.90 $159M −12,363,100 −$159M
Leslies 0.29% Exit 0 $0.4199 $26M −60,903,406 −$26M
GLW - Owens Corning 0.22% Exit 0 $137.52 $19M −140,449 −$19M
Zimvie 0.02% Exit 0 $9.35 $2M −206,401 −$2M
Dun & Bradstreet Exit 0 $9.08 $176K −19,393 −$176K

* 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 Q2. 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