What John Rogers bought and sold in Q1 2026
In Q1 2026, John Rogers (Ariel Investments) opened 7 new positions — including SMG (0.7%), FITB (0.3%), VT (<0.1%), added to 16, trimmed 8, exited 8 (JHG, COF, WBS). The book stood at $8.93B across 106 positions, filed May 14, 2026.
7New16Added8Trimmed8Exited
New positions (7)
Added to (16)
- ZBRAZebra Technologies Corp-cl A+63% shares · 1.8% · $163M
- AQNAlgonquin Power & Utilities+23% shares · 1.4% · $121M
- XRAYDentsply Sirona Inc+21% shares · 0.8% · $74M
- RLIRli Corp+134% shares · 0.6% · $50M
- FDSFactset Research Systems Inc+79% shares · 0.5% · $49M
- TAt&t Inc+24% shares · 0.5% · $43M
- KKRKkr & CO Inc+66% shares · 0.5% · $41M
- HPEHewlett Packard Enterprise+26% shares · 0.4% · $40M
- CBRECbre Group Inc - A+25% shares · 0.4% · $36M
- FDXFedex Corp+39% shares · 0.4% · $35M
- MASMasco Corp+29% shares · 0.4% · $32M
- FISVFiserv Inc+35% shares · 0.3% · $24M
- IWNIshares Russell 2000 Value E+96% shares · 0.1% · $12M
- TSMTaiwan Semiconductor-sp Adr+58% shares · 0.1% · $5M
- AJGArthur J Gallagher & CO+29% shares · <0.1% · $4M
- KSPIJsc Kaspi.kz Adr+73% shares · <0.1% · $2M
Trimmed (8)
- SPHRSphere Entertainment CO-22% shares · 3.2% · $289M
- AXTAAxalta Coating Sys Ltd-29% shares · 1.1% · $96M
- LINDLindblad Expeditions Holding-33% shares · 0.7% · $59M
- KEYSKeysight Technologies IN-21% shares · 0.6% · $58M
- KMTKennametal Inc-63% shares · 0.4% · $31M
- MSFTMicrosoft Corp-64% shares · 0.3% · $23M
- CNPCenterpoint Energy Inc-52% shares · 0.2% · $21M
- APAApa Corp-25% shares · 0.1% · $9M
Exited (8)
- JHGJanus Henderson Group Plcwas 0.6% of book
- COFCapital One Financial Corpwas 0.4% of book
- WBSWebster Financial Corpwas 0.4% of book
- NTAPNetapp Incwas 0.4% of book
- HUMHumana Incwas 0.2% of book
- GSGoldman Sachs Group Incwas <0.1% of book
- VEAVanguard Ftse Developed Etfwas <0.1% of book
- IWDIshares Russell 1000 Value Ewas <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.