John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Janus Henderson Group Ltd. (JHG)
← All JHG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.60 $47.56–53.76 · VW $50.29i SEC
2025   Q4 1,169,327 0.60 Reduce 42.81% 0.42 $40.65–49.42 · VW $45.00i $55,624,885 SEC
2025   Q3 2,044,802 0.97 Add 0.38% <0.01 $39.68–46.22 · VW $43.40i $91,014,137 SEC
2025   Q2 2,036,989 0.90 Reduce 5.20% 0.05 $28.26–40.57 · VW $35.05i $79,116,653 SEC
2025   Q1 2,148,665 0.92 Reduce 1.24% 0.01 $29.63–46.68 · VW $39.75i $77,674,240 SEC
2024   Q4 2,175,620 1.00 Reduce 0.34% <0.01 $38.40–45.74 · VW $42.92i $92,529,119 SEC
2024   Q3 2,183,054 0.86 Reduce 3.25% 0.03 $33.36–39.11 · VW $36.29i $83,108,866 SEC
2024   Q2 2,256,434 0.84 Add 0.74% <0.01 $30.35–34.96 · VW $32.82i $76,064,390 SEC
2024   Q1 2,239,781 0.74 Reduce 21.30% 0.19 $28.19–33.22 · VW $30.82i $73,666,397 SEC
2023   Q4 2,845,855 0.87 Reduce 5.70% 0.05 $22.17–30.63 · VW $25.71i $85,802,529 SEC
2023   Q3 3,017,932 0.84 Reduce 15.10% 0.14 $25.08–29.85 · VW $27.27i $77,923,004 SEC
2023   Q2 3,554,718 0.93 Reduce 1.78% 0.02 $25.07–28.92 · VW $26.68i $96,866,066 SEC
2023   Q1 3,619,098 0.94 Add 0.21% <0.01 $23.61–31.30 · VW $26.74i $96,412,770 SEC
2022   Q4 3,611,582 0.86 Add 0.52% <0.01 $19.09–27.31 · VW $23.32i $84,944,409 SEC
2022   Q3 3,592,991 0.80 Add 1.69% 0.01 $20.26–26.94 · VW $24.03i $72,973,000 SEC
2022   Q2 3,533,307 0.83 Add 3.57% 0.03 $22.68–36.00 · VW $27.50i $83,068,000 SEC
2022   Q1 3,411,489 1.06 Add 1.61% 0.02 $29.27–44.11 · VW $35.05i $119,470,000 SEC
2021   Q4 3,357,323 1.19 Add 4.35% 0.05 $38.69–48.55 · VW $44.07i $140,806,000 SEC
2021   Q3 3,217,362 1.22 Reduce 15.58% 0.22 $36.84–44.14 · VW $41.31i $132,974,000 SEC
2021   Q2 3,811,044 1.39 Add 3.39% 0.05 $31.88–40.39 · VW $36.92i $147,907,000 SEC
2021   Q1 3,686,224 1.13 Add 65.46% 0.45 $27.96–35.23 · VW $31.03i $114,826,000 SEC
2020   Q4 2,227,867 0.82 Add 8.66% 0.07 $23.95–34.47 · VW $28.61i $72,428,000 SEC
2020   Q3 2,050,329 0.65 Add 0.01% $18.80–25.94 · VW $21.32i $44,533,000 SEC
2020   Q2 2,050,225 0.66 Add 0.71% <0.01 $14.39–26.05 · VW $20.00i $43,383,000 SEC
2020   Q1 2,035,755 0.55 Add 2.52% 0.01 $11.81–27.50 · VW $20.38i $31,188,000 SEC
2019   Q4 1,985,800 0.61 Reduce 1.25% <0.01 $19.99–25.80 · VW $23.95i $48,553,000 SEC
2019   Q3 2,010,991 0.61 Add 2.67% 0.02 $17.68–23.23 · VW $20.86i $45,167,000 SEC
2019   Q2 1,958,684 0.53 Reduce 2.98% 0.02 $20.10–25.83 · VW $22.57i $41,916,000 SEC
2019   Q1 2,018,876 0.63 Reduce 14.53% 0.10 $20.60–25.62 · VW $23.49i $50,432,000 SEC
2018   Q4 2,362,025 0.69 Reduce 0.41% <0.01 $19.00–27.02 · VW $22.67i $48,941,000 SEC
2018   Q3 2,371,639 0.71 Add 0.17% <0.01 $26.86–33.04 · VW $28.81i $63,939,000 SEC
2018   Q2 2,367,518 0.84 Reduce 3.11% 0.03 $30.28–34.62 · VW $32.10i $72,754,000 SEC
2018   Q1 2,443,502 0.95 Reduce 3.44% 0.04 $32.03–41.64 · VW $36.33i $80,855,000 SEC
2017   Q4 2,530,520 1.12 Reduce 2.33% 0.03 $33.56–38.81 · VW $36.32i $96,818,000 SEC
2017   Q3 2,590,958 1.08 Reduce 16.67% 0.21 $31.60–36.25 · VW $33.96i $90,269,000 SEC
2017   Q2 3,109,161 1.25 Buy 1.25 $30.24–34.85 · VW $32.73i
IPO/listing quarter
$102,944,000 SEC
Price snapshot:
Current price$51.95
52-week low$39.36
52-week high$53.76