Richard Pzena - Pzena Investment Management
As of Q2 2026, Richard Pzena reported 161 long-equity positions worth $34.07B in aggregate.
Copy-investor backtest
- Latest quarter
- +12.78%
- 1-year
- +19.09%
- 3-year
- +35.44%
- 5-year
- +47.55%
- 3-year vs S&P 500
- -37.61%
- 5-year vs S&P 500
- -27.19%
- 5-year top 5
- +61.08%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Richard Pzena files a new 13F — sign in or create a free account.
Updated 2026-08-08 from SEC 13F data.
Live quotes available for 161 of 170 rows. Rows without a quote are marked unavailable.
| 1 | MGA | MAGNA INTL INC | 6.54% | Reduce -5.7% | 23,882,824 | $2.23B | $93.26 | |
| 2 | HUM | HUMANA INC | 5.13% | Reduce -19.5% | 4,403,136 | $1.75B | $397.22 | |
| 3 | BAX | BAXTER INTL INC | 4.09% | Add +1.2% | 65,295,393 | $1.39B | $21.32 | |
| 4 | CVS | CVS HEALTH CORP | 3.57% | Reduce -14.6% | 11,769,536 | $1.22B | $103.45 | |
| 5 | DG | DOLLAR GEN CORP | 3.45% | Add +48.2% | 10,222,060 | $1.18B | $115.11 | |
| 6 | SWKS | SKYWORKS SOLUTIONS INC | 3.18% | Reduce -0.8% | 15,973,040 | $1.08B | $67.80 | |
| 7 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 3.02% | Add +30.9% | 26,529,172 | $1.03B | $38.73 | |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | 2.88% | Reduce -0.5% | 17,007,044 | $979.95M | $57.62 | |
| 9 | TSN | TYSON FOODS INC | 2.86% | Reduce -0.8% | 17,016,651 | $974.2M | $57.25 | |
| 10 | CRBG | COREBRIDGE FINL INC | 2.84% | Add +24.9% | 33,789,727 | $967.4M | $28.63 | |
| 11 | PPG | PPG INDS INC | 2.78% | Add +4.4% | 7,807,438 | $946.96M | $121.29 | |
| 12 | MET | METLIFE INC | 2.76% | Reduce -1.5% | 11,130,983 | $941.79M | $84.61 | |
| 13 | COF | CAPITAL ONE FINL CORP | 2.71% | Add +0.3% | 4,593,920 | $921.63M | $200.62 | |
| 14 | UBS | UBS GROUP AG | 2.66% | Reduce -14.8% | 22,604,129 | $905.52M | $40.06 | |
| 15 | LEA | LEAR CORP | 2.61% | Reduce -1.8% | 6,638,413 | $889.95M | $134.06 | |
| 16 | GPN | GLOBAL PMTS INC | 2.49% | Add +0.7% | 11,691,625 | $848.34M | $72.56 | |
| 17 | C | CITIGROUP INC | 2.28% | Reduce -32.1% | 5,548,789 | $776.61M | $139.96 | |
| 18 | WFC | WELLS FARGO & CO | 2.14% | Add +0.6% | 8,827,468 | $729.5M | $82.64 | |
| 19 | DOX | AMDOCS LTD | 2.07% | Add +10.3% | 13,985,330 | $706.82M | $50.54 | |
| 20 | SSNC | SS&C TECH HLDGS | 2.01% | Add +13.8% | 11,036,568 | $684.82M | $62.05 | |
| 21 | NOV | NOV INC | 1.98% | Reduce -3.1% | 36,376,087 | $674.78M | $18.55 | |
| 22 | ACN | ACCENTURE PLC IRELAND | 1.88% | Add +113.8% | 5,142,176 | $639.89M | $124.44 | |
| 23 | PVH | PVH CORPORATION | 1.30% | Add +3.8% | 5,986,677 | $444.57M | $74.26 | |
| 24 | LKQ | LKQ CORP | 1.17% | Add +142.9% | 15,142,285 | $398.7M | $26.33 | |
| 25 | CDW | CDW CORP | 1.09% | Add +136.6% | 2,638,900 | $371.13M | $140.64 | |
| 26 | BAC | BANK OF AMER CORP | 1.06% | Reduce -1.8% | 6,310,363 | $359.56M | $56.98 | |
| 27 | DOW | DOW HLDGS INC | 1.00% | Reduce -34.0% | 12,507,011 | $342.19M | $27.36 | |
| 28 | FMS | FRESENIUS MEDICAL CARE AG | 0.99% | Reduce -0.4% | 14,992,081 | $338.97M | $22.61 | |
| 29 | BAP | CREDICORP LTD | 0.96% | Reduce -8.3% | 836,569 | $325.91M | $389.58 | |
| 30 | VOYA | VOYA FINANCIAL INC | 0.94% | Reduce -3.9% | 3,529,646 | $319.54M | $90.53 | |
| 31 | NWL | NEWELL BRANDS INC | 0.86% | Add +0.4% | 47,990,664 | $294.66M | $6.14 | |
| 32 | UHS | UNIVERSAL HLTH SVCS INC | 0.86% | Add +3.0% | 1,969,327 | $292.82M | $148.69 | |
| 33 | AVT | AVNET INC | 0.81% | Reduce -45.2% | 3,120,395 | $277.15M | $88.82 | |
| 34 | AAP | ADVANCE AUTO PARTS INC | 0.80% | Add +2.1% | 4,389,501 | $273.11M | $62.22 | |
| 35 | KSPI | KASPI KZ JSC | 0.78% | Add +14.9% | 3,071,888 | $266.15M | $86.64 | |
| 36 | MDT | MEDTRONIC PLC | 0.72% | Reduce -0.3% | 3,147,999 | $246.27M | $78.23 | |
| 37 | DAL | DELTA AIR LINES INC | 0.72% | Reduce -6.7% | 2,618,707 | $245.27M | $93.66 | |
| 38 | EQH | EQUITABLE HLDGS INC | 0.72% | Add +24.6% | 5,561,804 | $244.05M | $43.88 | |
| 39 | GL | GLOBE LIFE INC | 0.71% | Add +32.1% | 1,355,811 | $242.26M | $178.68 | |
| 40 | WDAY | WORKDAY INC | 0.71% | New | 1,971,270 | $241.32M | $122.42 | |
| 41 | SPB | SPECTRUM BRANDS HOLDINGS INC | 0.61% | Add +3.5% | 2,420,808 | $207.58M | $85.75 | |
| 42 | MICC | MAGNUM ICE CREAM CO NV | 0.59% | Add +87.6% | 13,199,616 | $201.11M | $15.24 | |
| 43 | SHEL | SHELL PLC | 0.59% | Reduce -19.3% | 2,581,244 | $200.15M | $77.54 | |
| 44 | RHI | ROBERT HALF INC. | 0.56% | Add +4.3% | 6,222,305 | $191.02M | $30.70 | |
| 45 | ZTO | ZTO EXPRESS CAYMAN INC | 0.48% | Reduce -1.9% | 7,322,331 | $163.87M | $22.38 | |
| 46 | MBC | MASTERBRAND INC | 0.46% | Add +301.9% | 15,329,483 | $157.74M | $10.29 | |
| 47 | CI | THE CIGNA GROUP | 0.45% | Reduce -2.8% | 562,036 | $154.94M | $275.68 | |
| 48 | CSCO | CISCO SYS INC | 0.44% | Reduce -2.1% | 1,281,329 | $150.5M | $117.46 | |
| 49 | PFE | PFIZER INC | 0.42% | Add +0.6% | 5,958,922 | $143.49M | $24.08 | |
| 50 | MHK | MOHAWK INDS INC | 0.41% | Reduce -0.9% | 1,142,841 | $138.66M | $121.33 | |
| 51 | HAL | HALLIBURTON CO | 0.39% | Reduce -3.5% | 3,925,702 | $133.28M | $33.95 | |
| 52 | BEKE | KE HLDGS INC | 0.38% | New | 8,877,643 | $128.99M | $14.53 | |
| 53 | KT | KT CORP | 0.37% | Add +1.6% | 7,286,500 | $125.91M | $17.28 | |
| 54 | CNO | CNO FINL GROUP INC | 0.37% | Reduce -1.2% | 2,441,665 | $124.48M | $50.98 | |
| 55 | TEL | TE CONNECTIVITY PLC | 0.33% | Reduce -8.0% | 555,637 | $112.02M | $201.61 | |
| 56 | GLOB | GLOBANT S A | 0.33% | Add +30.0% | 3,859,718 | $111.7M | $28.94 | |
| 57 | JPM | JPMORGAN CHASE & CO | 0.32% | Reduce -0.9% | 334,094 | $109.36M | $327.33 | |
| 58 | ST | SENSATA TECHNOLOGIES HLDG PL | 0.32% | Reduce -35.3% | 2,251,907 | $107.51M | $47.74 | |
| 59 | MS | MORGAN STANLEY | 0.28% | Reduce -4.6% | 454,492 | $95.01M | $209.04 | |
| 60 | G | GENPACT LIMITED | 0.27% | Add +353.5% | 3,319,546 | $91.29M | $27.50 | |
| 61 | FITB | FIFTH THIRD BANCORP | 0.26% | Reduce -3.1% | 1,584,757 | $89.33M | $56.37 | |
| 62 | ARCO | ARCOS DORADOS HLDGS INC | 0.26% | Add +0.6% | 10,804,358 | $87.08M | $8.06 | |
| 63 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.25% | Add +2.0% | 224,575 | $86.85M | $386.73 | |
| 64 | DIS | DISNEY WALT CO | 0.25% | Add +879.3% | 883,495 | $85.04M | $96.25 | |
| 65 | STZ | CONSTELLATION BRANDS INC | 0.24% | Add +0.6% | 599,314 | $83.36M | $139.09 | |
| 66 | XOM | EXXON MOBIL CORP | 0.24% | Reduce -4.5% | 589,449 | $80.59M | $136.72 | |
| 67 | ABM | ABM INDS INC | 0.23% | Add +18.7% | 1,808,203 | $79.99M | $44.24 | |
| 68 | OLN | OLIN CORP | 0.23% | Reduce -12.2% | 3,890,204 | $77.1M | $19.82 | |
| 69 | CNXC | CONCENTRIX CORP | 0.22% | Add +16.0% | 3,413,879 | $76.49M | $22.41 | |
| 70 | TFX | TELEFLEX INCORPORATED | 0.22% | Reduce -13.7% | 603,206 | $76.46M | $126.76 | |
| 71 | PLOW | DOUGLAS DYNAMICS INC | 0.22% | Reduce -13.1% | 1,384,680 | $74.7M | $53.95 | |
| 72 | ONB | OLD NATL BANCORP IND | 0.22% | Add +5.6% | 2,843,497 | $73.65M | $25.90 | |
| 73 | HSIC | SCHEIN HENRY INC | 0.21% | Reduce -3.0% | 860,733 | $71.89M | $83.52 | |
| 74 | GPC | GENUINE PARTS CO | 0.20% | Add +3.1% | 591,970 | $69.84M | $117.98 | |
| 75 | ADNT | ADIENT PLC | 0.20% | Add +3.7% | 3,771,026 | $69.31M | $18.38 | |
| 76 | COLB | COLUMBIA BKG SYS INC | 0.20% | Add +4.7% | 2,129,322 | $68.24M | $32.05 | |
| 77 | WSFS | WSFS FINL CORP | 0.20% | Add +1.1% | 888,496 | $68.17M | $76.73 | |
| 78 | MMI | MARCUS & MILLICHAP INC | 0.20% | Add +6.4% | 2,141,001 | $66.74M | $31.17 | |
| 79 | NOK | NOKIA CORP | 0.20% | Reduce -92.1% | 5,010,906 | $66.54M | $13.28 | |
| 80 | OSK | OSHKOSH CORP | 0.19% | Reduce -5.3% | 415,766 | $63.81M | $153.48 | |
| 81 | MLKN | MILLERKNOLL INC | 0.18% | Add +52.0% | 3,032,700 | $62.05M | $20.46 | |
| 82 | ASB | ASSOCIATED BANC-CORP | 0.18% | Add +3.5% | 1,990,243 | $61.24M | $30.77 | |
| 83 | GOOGL | ALPHABET INC | 0.18% | - | 171,157 | $61.17M | $357.37 | |
| 84 | SCSC | SCANSOURCE INC | 0.17% | Add +21.5% | 1,109,743 | $57.81M | $52.09 | |
| 85 | KFY | KORN FERRY | 0.17% | Add +8.8% | 867,680 | $57.77M | $66.58 | |
| 86 | RF | REGIONS FINANCIAL CORP NEW | 0.16% | - | 1,839,825 | $55.56M | $30.20 | |
| 87 | HUN | HUNTSMAN CORP | 0.16% | Reduce -11.3% | 5,161,672 | $54.82M | $10.62 | |
| 88 | AEBI | AEBI SCHMIDT HLDG AG | 0.16% | Add +5.1% | 4,319,337 | $54.21M | $12.55 | |
| 89 | WGO | WINNEBAGO INDS INC | 0.16% | Add +72.1% | 1,709,531 | $53.41M | $31.24 | |
| 90 | REZI | RESIDEO TECHNOLOGIES INC | 0.15% | Add +22.5% | 1,686,765 | $52.46M | $31.10 | |
| 91 | MBUU | MALIBU BOATS INC | 0.14% | Add +5.7% | 1,794,261 | $49.22M | $27.43 | |
| 92 | TGT | TARGET CORP | 0.14% | Add +0.0% | 373,503 | $48.78M | $130.61 | |
| 93 | KOP | KOPPERS HOLDINGS INC | 0.14% | Reduce -12.3% | 1,061,285 | $47.65M | $44.90 | |
| 94 | VREX | VAREX IMAGING CORP | 0.13% | Add +8.8% | 4,344,381 | $45.31M | $10.43 | |
| 95 | HR | HEALTHCARE RLTY TR | 0.13% | - | 2,225,430 | $44.89M | $20.17 | |
| 96 | MSM | MSC INDL DIRECT INC | 0.13% | Reduce -16.0% | 373,664 | $44.45M | $118.95 | |
| 97 | SHG | SHINHAN FINANCIAL GROUP CO L | 0.12% | Reduce -3.1% | 669,474 | $42.34M | $63.25 | |
| 98 | HDB | HDFC BANK LTD | 0.12% | Add +6.2% | 1,613,476 | $41.68M | $25.83 | |
| 99 | CBRE | CBRE GROUP INC | 0.12% | Add +1.3% | 305,781 | $41.19M | $134.69 | |
| 100 | HVT | HAVERTY FURNITURE COS INC | 0.12% | Add +7.1% | 1,563,451 | $39.91M | $25.53 | |
| 101 | GD | GENERAL DYNAMICS CORP | 0.11% | Add +1.0% | 108,574 | $38.46M | $354.24 | |
| 102 | HCA | HCA HEALTHCARE INC | 0.11% | Add +2.5% | 96,598 | $37.66M | $389.89 | |
| 103 | DNOW | DNOW INC | 0.11% | Reduce -6.5% | 2,893,482 | $37.53M | $12.97 | |
| 104 | GCO | GENESCO INC | 0.11% | Add +1.7% | 1,098,722 | $37.1M | $33.77 | |
| 105 | KEY | KEYCORP | 0.11% | Reduce -3.7% | 1,597,019 | $36.81M | $23.05 | |
| 106 | UVSP | UNIVEST FINANCIAL CORPORATIO | 0.11% | Reduce -0.9% | 834,628 | $36.51M | $43.75 | |
| 107 | BFH | BREAD FINANCIAL HOLDINGS INC | 0.10% | Reduce -46.6% | 327,448 | $35.48M | $108.35 | |
| 108 | DRH | DIAMONDROCK HOSPITALITY CO | 0.10% | Reduce -0.2% | 2,829,560 | $34.46M | $12.18 | |
| 109 | AIG | AMERICAN INTL GROUP INC | 0.10% | Add +1.5% | 456,619 | $34.03M | $74.53 | |
| 110 | SOLV | SOLVENTUM CORP | 0.09% | Reduce -5.0% | 417,770 | $32.23M | $77.15 | |
| 111 | OEC | ORION S.A. | 0.09% | Add +3.7% | 4,771,969 | $31.64M | $6.63 | |
| 112 | NVST | ENVISTA HOLDINGS CORPORATION | 0.09% | Reduce -27.9% | 1,157,273 | $30.49M | $26.35 | |
| 113 | MYE | MYERS INDS INC | 0.08% | Reduce -39.2% | 781,014 | $27.58M | $35.31 | |
| 114 | HOFT | HOOKER FURNISHINGS CORPORATI | 0.08% | Add +11.9% | 1,542,623 | $27.5M | $17.83 | |
| 115 | ARW | ARROW ELECTRS INC | 0.08% | Reduce -40.7% | 125,168 | $26.71M | $213.41 | |
| 116 | USNA | USANA HEALTH SCIENCES INC | 0.08% | Add +8.7% | 1,205,587 | $25.74M | $21.35 | |
| 117 | LDOS | LEIDOS HOLDINGS INC | 0.07% | Reduce -0.0% | 247,849 | $25.52M | $102.97 | |
| 118 | WCC | WESCO INTL INC | 0.07% | Reduce -37.0% | 71,494 | $24.7M | $345.43 | |
| 119 | TBI | TRUEBLUE INC | 0.06% | Add +7.6% | 3,090,808 | $21.54M | $6.97 | |
| 120 | HELE | HELEN OF TROY LTD | 0.06% | Reduce -11.1% | 676,577 | $19.67M | $29.07 | |
| 121 | UVV | UNIVERSAL CORP VA MTNS BK EN | 0.06% | Add +10.3% | 363,477 | $18.96M | $52.17 | |
| 122 | MAN | MANPOWERGROUP INC WIS | 0.03% | - | 351,121 | $11.86M | $33.77 | |
| 123 | ABEV | AMBEV SA | 0.03% | Reduce -20.7% | 3,739,889 | $11.74M | $3.14 | |
| 124 | BIDU | BAIDU INC | 0.01% | Reduce -14.9% | 41,474 | $4.74M | $114.29 | |
| 125 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.01% | Reduce -95.3% | 59,406 | $4.63M | $77.87 | |
| 126 | ING | ING GROEP N.V. | 0.01% | Add +17.6% | 94,897 | $2.98M | $31.38 | |
| 127 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Reduce -5.9% | 26,761 | $2.57M | $95.98 | |
| 128 | HSBC | HSBC HLDGS PLC | 0.01% | Reduce -1.6% | 23,555 | $2.24M | $95.09 | |
| 129 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.01% | Reduce -78.7% | 4,054 | $1.94M | $477.57 | |
| 130 | TTE | TOTALENERGIES SE | 0.00% | Reduce -0.0% | 22,131 | $1.51M | $68.03 | |
| 131 | PHG | KONINKLIJKE PHILIPS N V | 0.00% | Add +15.8% | 48,243 | $1.31M | $27.19 | |
| 132 | GSK | GSK PLC | 0.00% | Add +30.2% | 24,507 | $1.28M | $52.42 | |
| 133 | EQNR | EQUINOR ASA | 0.00% | Reduce -5.8% | 38,188 | $1.2M | $31.40 | |
| 134 | SNY | SANOFI SA | 0.00% | Add +32.5% | 25,302 | $1.08M | $42.66 | |
| 135 | SAP | SAP SE | 0.00% | New | 6,554 | $1.01M | $154.11 | |
| 136 | CIG | CIA ENERGETICA DE MINAS GERA | 0.00% | Reduce -58.0% | 453,957 | $953.31K | $2.10 | |
| 137 | VALE | VALE S A | 0.00% | Reduce -68.7% | 59,077 | $888.52K | $15.04 | |
| 138 | SMFG | SUMITOMO MITSUI FIN GRP INC | 0.00% | Add +14.7% | 37,322 | $880.06K | $23.58 | |
| 139 | KB | KB FINL GROUP INC | 0.00% | Reduce -59.8% | 7,640 | $801.89K | $104.96 | |
| 140 | PBR-A | PETROLEO BRASILEIRO S A | 0.00% | Reduce -73.0% | 53,138 | $777.94K | $14.64 | |
| 141 | ITUB | ITAU UNIBANCO HLDG S A | 0.00% | Reduce -64.4% | 80,241 | $655.57K | $8.17 | |
| 142 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.00% | Add +33.4% | 37,820 | $606.25K | $16.03 | |
| 143 | BCS | BARCLAYS PLC | 0.00% | Add +14.7% | 20,525 | $551.3K | $26.86 | |
| 144 | MT | ARCELORMITTAL SA LUXEMBOURG | 0.00% | Reduce -55.6% | 8,180 | $492.6K | $60.22 | |
| 145 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 0.00% | New | 1,359 | $357.77K | $263.26 | |
| 146 | MRK | MERCK & CO INC | 0.00% | - | 2,511 | $322.66K | $128.50 | |
| 147 | HALO | HALOZYME THERAPEUTICS INC | 0.00% | - | 4,049 | $316.92K | $78.27 | |
| 148 | TOST | TOAST INC | 0.00% | New | 10,945 | $304.49K | $27.82 | |
| 149 | ORCL | ORACLE CORP | 0.00% | New | 2,076 | $304.24K | $146.55 | |
| 150 | ADSK | AUTODESK INC | 0.00% | Add +47.9% | 1,506 | $292.8K | $194.42 | |
| 151 | NVDA | NVIDIA CORPORATION | 0.00% | New | 1,445 | $289.13K | $200.09 | |
| 152 | QRVO | QORVO INC | 0.00% | New | 3,045 | $284.01K | $93.27 | |
| 153 | MSFT | MICROSOFT CORP | 0.00% | Reduce -0.9% | 755 | $281.63K | $373.02 | |
| 154 | GE | GE AEROSPACE | 0.00% | - | 736 | $275.07K | $373.73 | |
| 155 | EXPE | EXPEDIA GROUP INC | 0.00% | New | 1,060 | $271.23K | $255.88 | |
| 156 | WBS | WEBSTER FINL CORP | 0.00% | Reduce -99.2% | 3,189 | $243.7K | $76.42 | |
| 157 | CRM | SALESFORCE INC | 0.00% | New | 1,502 | $235.3K | $156.66 | |
| 158 | ADBE | ADOBE INC | 0.00% | Add +8.3% | 1,094 | $224.29K | $205.02 | |
| 159 | GEV | GE VERNOVA INC | 0.00% | New | 184 | $216.17K | $1174.86 | |
| 160 | STT | STATE STR CORP | 0.00% | New | 1,231 | $208.78K | $169.60 | |
| 161 | DOCU | DOCUSIGN INC | 0.00% | - | 4,510 | $200.33K | $44.42 | |
| 170 | WAB | WABTEC | - | Sold | 0 | $0 | No quote | No quote |
| 169 | TRS | TRIMAS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 168 | TMUS | T-MOBILE US INC | - | Sold | 0 | $0 | No quote | No quote |
| 167 | JNJ | JOHNSON & JOHNSON | - | Sold | 0 | $0 | No quote | No quote |
| 166 | INTU | INTUIT | - | Sold | 0 | $0 | No quote | No quote |
| 165 | HOLX | HOLOGIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 164 | HIG | HARTFORD INSURANCE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 163 | CRUS | CIRRUS LOGIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 162 | AMWD | AMERICAN WOODMARK CORP | - | Sold | 0 | $0 | No quote | No quote |