What John Rogers bought and sold in Q4 2025
In Q4 2025, John Rogers (Ariel Investments) opened 9 new positions — including OMC (0.9%), XRAY (0.7%), BMY (0.4%), added to 6, trimmed 9, exited 9 (APTV, IPG, VZ). The book stood at $9.26B across 108 positions, filed Feb 13, 2026.
9New6Added9Trimmed9Exited
New positions (9)
- OMCOmnicom Group0.9% · $88M
- XRAYDentsply Sirona Inc0.7% · $60M
- BMYBristol-myers Squibb CO0.4% · $40M
- WBSWebster Financial Corp0.4% · $36M
- FDSFactset Research Systems Inc0.4% · $36M
- HPEHewlett Packard Enterprise0.3% · $32M
- TAt&t Inc0.3% · $30M
- RLIRli Corp0.3% · $24M
- IWDIshares Russell 1000 Value E<0.1% · $141K
Added to (6)
Trimmed (9)
- SPHRSphere Entertainment CO-47% shares · 3.3% · $301M
- KMTKennametal Inc-37% shares · 0.7% · $68M
- FSLRFirst Solar Inc-23% shares · 0.7% · $66M
- NVTNvent Electric Plc-29% shares · 0.7% · $63M
- JHGJanus Henderson Group Plc-43% shares · 0.6% · $56M
- COFCapital One Financial Corp-21% shares · 0.4% · $39M
- IWNIshares Russell 2000 Value E-26% shares · 0.1% · $6M
- VEAVanguard Ftse Developed Etf-57% shares · <0.1% · $2M
- ZBHZimmer Biomet Holdings Inc-99% shares · <0.1% · $290K
Exited (9)
- APTVAptiv Plcwas 1.1% of book
- IPGInterpublic Group OF Cos Incwas 1.0% of book
- VZVerizon Communications Incwas 0.5% of book
- WALWestern Alliance Bancorpwas 0.2% of book
- DHIDR Horton Incwas 0.2% of book
- ALLAllstate Corpwas 0.2% of book
- VXUSVanguard Total Intl Stockwas 0.1% of book
- VTVanguard Tot World Stk Etfwas <0.1% of book
- INFYInfosys Ltd-sp Adrwas <0.1% of book
John Rogers's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.