Tracking John Rogers' Ariel Investments Portfolio - Q4 2025 Update

2026-02-28 22:33:33 ET

This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments’ 13F stock portfolio on a quarterly basis. It is based on Ariel Investments’ regulatory 13F Form filed on 02/13/2026. John Rogers’ 13F portfolio value decreased from $9.35B to $9.26B this quarter. The portfolio is diversified, with recent 13F reports showing around 150 positions. There are 32 securities that are significantly large (more than ~1% of the portfolio each), and they are the focus of this article. The largest five stakes are at ~18% of the portfolio. Please visit our Tracking John Rogers’ Ariel Investments Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q3 2025....

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