Richard Pzena - Pzena Investment Management
As of Q3 2026, Richard Pzena reported 159 long-equity positions worth $34.1B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.34%
- 1-year
- +19.53%
- 3-year
- +36.82%
- 5-year
- +49.86%
- 3-year vs S&P 500
- -32.32%
- 5-year vs S&P 500
- -20.93%
- 5-year top 5
- +49.98%
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.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 68 of 120 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO Com | 5.73% | - | 34,325,885 | $818.33M | $23.84 | No quote |
| 2 | SPLS | STAPLES INC Com | 3.66% | - | 38,948,335 | $523.08M | No quote | No quote |
| 3 | TEL | TE CONNECTIVITY LTD. Com | 3.20% | - | 10,890,447 | $456.64M | $41.93 | No quote |
| 4 | OMC | OMNICOM GROUP Com | 3.12% | - | 7,564,181 | $445.53M | $58.90 | No quote |
| 5 | BP | BP PLC - SPONS ADR Com | 2.98% | - | 10,046,272 | $425.46M | $42.35 | No quote |
| 6 | AIG | AMERICAN INTERNATIONAL GROUP Com | 2.92% | - | 10,746,318 | $417.17M | $38.82 | No quote |
| 7 | BHI | BAKER HUGHES INC Com | 2.92% | - | 8,978,261 | $416.68M | No quote | No quote |
| 8 | ORCL | ORACLE CORP Com | 2.82% | - | 12,439,798 | $402.3M | $32.34 | No quote |
| 9 | C | CITIGROUP INC Com | 2.78% | - | 8,987,494 | $397.61M | $44.24 | No quote |
| 10 | MSFT | MICROSOFT CORP Com | 2.67% | - | 13,329,880 | $381.37M | $28.61 | No quote |
| 11 | RDSA | ROYAL DUTCH SHELL PLC ADR Com | 2.58% | - | 5,658,822 | $368.73M | No quote | No quote |
| 12 | DLPH | DELPHI AUTOMOTIVE PLC Com | 2.52% | - | 8,110,862 | $360.12M | No quote | No quote |
| 13 | BDX | BECTON DICKINSON & CO Com | 2.33% | - | 3,474,918 | $332.24M | $95.61 | No quote |
| 14 | STT | STATE STREET CORP Com | 2.25% | - | 5,434,781 | $321.14M | $59.09 | No quote |
| 15 | MET | METLIFE INC Com | 2.18% | - | 8,180,453 | $311.02M | $38.02 | No quote |
| 16 | GOOGL | GOOGLE INC. Com | 2.15% | - | 386,066 | $306.55M | $794.03 | No quote |
| 17 | BAC | BANK OF AMERICA CORP Com | 2.15% | - | 25,155,584 | $306.4M | $12.18 | No quote |
| 18 | NOC | NORTHROP GRUMMAN CORP Com | 2.02% | - | 4,116,900 | $288.8M | $70.15 | No quote |
| 19 | JPM | JP MORGAN CHASE & CO Com | 1.97% | - | 5,937,534 | $281.8M | $47.46 | No quote |
| 20 | LLL | L-3 COMMUNICATIONS Com | 1.86% | - | 3,282,807 | $265.65M | No quote | No quote |
| 21 | IVZ | INVESCO LTD Com | 1.86% | - | 9,152,813 | $265.07M | $28.96 | No quote |
| 22 | ETR | ENTERGY CORP Com | 1.85% | - | 4,188,269 | $264.87M | No quote | No quote |
| 23 | AXS | AXIS CAPITAL HOLDINGS LTD Com | 1.78% | - | 6,122,818 | $254.83M | $41.62 | No quote |
| 24 | MS | MORGAN STANLEY Com | 1.77% | - | 11,517,553 | $253.16M | $21.98 | No quote |
| 25 | GS | GOLDMAN SACHS GROUP INC Com | 1.74% | - | 1,692,658 | $249.08M | $147.15 | No quote |
| 26 | XOM | EXXON MOBIL CORP Com | 1.74% | - | 2,752,731 | $248.05M | $90.11 | No quote |
| 27 | MAS | MASCO CORP Com | 1.65% | - | 11,669,016 | $236.3M | $20.25 | No quote |
| 28 | ALL | ALLSTATE CORP Com | 1.63% | - | 4,753,119 | $233.24M | $49.07 | No quote |
| 29 | PNC | PNC FINANCIAL SERVICES Com | 1.61% | - | 3,465,810 | $230.48M | $66.50 | No quote |
| 30 | UBS | UBS AG Com | 1.58% | - | 14,693,903 | $226.14M | $15.39 | No quote |
| 31 | BEN | FRANKLIN RESOURCES INC. Com | 1.49% | - | 1,409,266 | $212.53M | $150.81 | No quote |
| 32 | LH | LABORATORY CORPORATION OF Com | 1.46% | - | 2,306,707 | $208.07M | $90.20 | No quote |
| 33 | DELL | DELL INC Com | 1.29% | - | 12,896,525 | $184.81M | $14.33 | No quote |
| 34 | WSH | WILLIS GROUP HOLDINGS LTD Com | 1.21% | - | 4,364,266 | $172.35M | No quote | No quote |
| 35 | ABT | ABBOTT LABORATORIES Com | 1.10% | - | 4,434,735 | $156.64M | $35.32 | No quote |
| 36 | IPG | INTERPUBLIC GROUP OF COS INC Com | 0.99% | - | 10,896,259 | $141.98M | No quote | No quote |
| 37 | PRE | PARTNERRE LTD Com | 0.89% | - | 1,367,270 | $127.31M | No quote | No quote |
| 38 | TAP | MOLSON COORS BREWING CO. -B Com | 0.88% | - | 2,560,031 | $125.26M | $48.93 | No quote |
| 39 | PPG | PPG INDUSTRIES INC Com | 0.81% | - | 859,610 | $115.14M | $133.94 | No quote |
| 40 | WFC | WELLS FARGO CO Com | 0.79% | - | 3,066,551 | $113.43M | $36.99 | No quote |
| 41 | AET | AETNA INC Com | 0.70% | - | 1,953,905 | $99.88M | No quote | No quote |
| 42 | APOL | APOLLO GROUP INC - CL A Com | 0.66% | - | 5,424,905 | $94.34M | No quote | No quote |
| 43 | AVT | AVNET INC Com | 0.52% | - | 2,045,158 | $74.04M | $36.20 | No quote |
| 44 | CMA | COMERICA INC Com | 0.48% | - | 1,920,576 | $69.05M | No quote | No quote |
| 45 | KEY | KEY CORP Com | 0.47% | - | 6,798,025 | $67.71M | $9.96 | No quote |
| 46 | GM | GENERAL MOTORS CO Com | 0.44% | - | 2,240,525 | $62.33M | $27.82 | No quote |
| 47 | CSCO | CISCO SYSTEMS INC Com | 0.43% | - | 2,945,450 | $61.59M | $20.91 | No quote |
| 48 | AIZ | ASSURANT INC Com | 0.42% | - | 1,328,179 | $59.78M | No quote | No quote |
| 49 | IM | INGRAM MICRO INC CL-A Com | 0.37% | - | 2,699,413 | $53.12M | No quote | No quote |
| 50 | VCI | VALASSIS COMMUNICATIONS INC Com | 0.35% | - | 1,685,651 | $50.35M | No quote | No quote |
| 51 | HPT | HOSPITALITY PROPERTIES TRUST Com | 0.35% | - | 1,813,186 | $49.75M | No quote | No quote |
| 52 | BRC | BRADY CORP CL A Com | 0.34% | - | 1,461,767 | $49.01M | $33.53 | No quote |
| 53 | APA | APACHE CORP Com | 0.34% | - | 629,887 | $48.6M | $77.16 | No quote |
| 54 | CNW | CON-WAY INC Com | 0.32% | - | 1,296,763 | $45.66M | No quote | No quote |
| 55 | DAN | DANA HOLDING CORP Com | 0.32% | - | 2,549,499 | $45.46M | No quote | No quote |
| 56 | RF | REGIONS FINL CORP Com | 0.32% | - | 5,534,118 | $45.32M | $8.19 | No quote |
| 57 | AXE | ANIXTER INTERNATIONAL INC Com | 0.31% | - | 628,996 | $43.98M | No quote | No quote |
| 58 | URS | URS CORP Com | 0.29% | - | 874,550 | $41.46M | No quote | No quote |
| 59 | GD | GENERAL DYNAMICS CORP Com | 0.28% | - | 559,900 | $39.48M | $70.51 | No quote |
| 60 | OC | OWENS CORNING Com | 0.27% | - | 980,480 | $38.66M | $39.43 | No quote |
| 61 | JNY | JONES GROUP INC Com | 0.27% | - | 3,023,146 | $38.45M | No quote | No quote |
| 62 | FITB | FIFTH THIRD BANCORP Com | 0.27% | - | 2,330,325 | $38.01M | $16.31 | No quote |
| 63 | WOOF | VCA ANTECH INC Com | 0.26% | - | 1,608,638 | $37.79M | No quote | No quote |
| 64 | DGX | QUEST DIAGNOSTICS Com | 0.26% | - | 656,375 | $37.05M | $56.45 | No quote |
| 65 | DIOD | DIODES INC. Com | 0.26% | - | 1,756,016 | $36.84M | $20.98 | No quote |
| 66 | ARGO | ARGO GROUP INTERNATIONAL Com | 0.26% | - | 880,267 | $36.43M | No quote | No quote |
| 67 | ATU | ACTUANT CORP- A Com | 0.25% | - | 1,174,023 | $35.95M | No quote | No quote |
| 68 | CW | CURTISS-WRIGHT CORP Com | 0.25% | - | 1,018,204 | $35.33M | $34.70 | No quote |
| 69 | FRX | FOREST LABORATORIES INC Com | 0.24% | - | 907,850 | $34.54M | No quote | No quote |
| 70 | HSP | HOSPIRA INC Com | 0.24% | - | 1,044,175 | $34.28M | No quote | No quote |
| 71 | TCF | TCF FINANCIAL CORP Com | 0.24% | - | 2,277,662 | $34.07M | No quote | No quote |
| 72 | AHL | ASPEN INSURANCE HOLDINGS LTD Com | 0.23% | - | 862,459 | $33.27M | No quote | No quote |
| 73 | NSIT | INSIGHT ENTERPRISES INC Com | 0.23% | - | 1,583,561 | $32.65M | $20.62 | No quote |
| 74 | BBCN | BBCN BANCORP INC Com | 0.23% | - | 2,461,538 | $32.15M | No quote | No quote |
| 75 | USTR | UNITED STATIONERS INC Com | 0.22% | - | 813,918 | $31.46M | No quote | No quote |
| 76 | HHS | HARTE-HANKS INC. Com | 0.22% | - | 4,035,642 | $31.44M | No quote | No quote |
| 77 | PRI | PRIMERICA INC Com | 0.22% | - | 946,925 | $31.04M | $32.78 | No quote |
| 78 | ARO | AEROPOSTALE INC. Com | 0.21% | - | 2,241,158 | $30.48M | No quote | No quote |
| 79 | PL | PROTECTIVE LIFE CORP Com | 0.21% | - | 849,183 | $30.4M | $35.80 | No quote |
| 80 | AEL | AMERICAN EQUITY INVT LIFE Com | 0.21% | - | 2,030,037 | $30.23M | No quote | No quote |
| 81 | KSS | KOHLS CORP Com | 0.21% | - | 652,375 | $30.09M | No quote | No quote |
| 82 | GFF | GRIFFON CORPORATION Com | 0.21% | - | 2,523,125 | $30.08M | $11.92 | No quote |
| 83 | NPBC | NATIONAL PENN BANCSHARES INC Com | 0.20% | - | 2,694,613 | $28.81M | No quote | No quote |
| 84 | WBS | WEBSTER FINANCIAL CORP. Com | 0.20% | - | 1,169,008 | $28.36M | $24.26 | No quote |
| 85 | PHH | PHH CORP Com | 0.19% | - | 1,255,163 | $27.56M | No quote | No quote |
| 86 | TMK | TORCHMARK CORP Com | 0.19% | - | 457,649 | $27.37M | No quote | No quote |
| 87 | HII | HUNTINGTON INGALLS INDUSTRIES Com | 0.19% | - | 503,457 | $26.85M | $53.33 | No quote |
| 88 | TPC | TUTOR PERINI CORP Com | 0.19% | - | 1,382,331 | $26.68M | $19.30 | No quote |
| 89 | MLKN | HERMAN MILLER INC Com | 0.18% | - | 944,793 | $26.14M | $27.67 | No quote |
| 90 | MATW | MATTHEWS INTL CORP - CL A Com | 0.18% | - | 730,298 | $25.48M | $34.89 | No quote |
| 91 | CIR | CIRCOR INTERNATIONAL INC Com | 0.17% | - | 554,770 | $23.58M | No quote | No quote |
| 92 | HIG | THE HARTFORD FINANCIAL Com | 0.16% | - | 899,648 | $23.21M | $25.80 | No quote |
| 93 | NVRI | HARSCO CORP Com | 0.16% | - | 902,485 | $22.36M | No quote | No quote |
| 94 | DRH | DIAMONDROCK HOSPITALITY CO. Com | 0.15% | - | 2,367,467 | $22.04M | $9.31 | No quote |
| 95 | MWA | MUELLER WATER PRODUCTS INC Com | 0.14% | - | 3,425,451 | $20.31M | No quote | No quote |
| 96 | FBIN | FORTUNE BRANDS HOME & Com | 0.14% | - | 535,610 | $20.05M | $37.43 | No quote |
| 97 | SNV | SYNOVUS FINANCIAL CORP Com | 0.14% | - | 7,197,239 | $19.94M | No quote | No quote |
| 98 | UPBD | RENT A CENTER INC Com | 0.13% | - | 511,322 | $18.89M | $36.94 | No quote |
| 99 | SKX | SKECHERS USA INC.- CL A Com | 0.13% | - | 889,386 | $18.81M | No quote | No quote |
| 100 | MWW | MONSTER WORLDWIDE INC Com | 0.13% | - | 3,597,561 | $18.24M | No quote | No quote |
| 101 | EGL | ENGILITY HOLDINGS INC Com | 0.12% | - | 708,391 | $16.99M | No quote | No quote |
| 102 | WSFS | WSFS FINANCIAL CORP Com | 0.12% | - | 347,862 | $16.92M | $48.64 | No quote |
| 103 | JAKK | JAKKS PACIFIC INC Com | 0.11% | - | 1,548,749 | $16.25M | No quote | No quote |
| 104 | BXS | BANCORPSOUTH INC Com | 0.11% | - | 940,398 | $15.33M | No quote | No quote |
| 105 | RNR | RENAISSANCE RE HLDGS LTD Com | 0.08% | - | 121,730 | $11.2M | $91.99 | No quote |
| 106 | ARC | ARC DOCUMENT SOLUTIONS INC Com | 0.06% | - | 2,785,150 | $8.3M | No quote | No quote |
| 107 | ACM | AECOM TECHNOLOGY CORP Com | 0.06% | - | 247,525 | $8.12M | $32.80 | No quote |
| 108 | DV | DEVRY INC. Com | 0.05% | - | 226,518 | $7.19M | $31.75 | No quote |
| 109 | MAN | MANPOWER INC Com | 0.05% | - | 124,600 | $7.07M | $56.72 | No quote |
| 110 | THO | THOR INDUSTRIES INC. Com | 0.04% | - | 168,243 | $6.19M | $36.79 | No quote |
| 111 | VR | VALIDUS HOLDINGS LTD Com | 0.04% | - | 154,586 | $5.78M | No quote | No quote |
| 112 | SXCL | STEEL EXCEL INC Com | 0.02% | - | 88,999 | $2.42M | No quote | No quote |
| 113 | BPOP | POPULAR INC. Com | 0.02% | - | 83,828 | $2.31M | No quote | No quote |
| 114 | JNJ | JOHNSON & JOHNSON Com | 0.01% | - | 10,075 | $821K | $81.49 | No quote |
| 115 | PG | PROCTER & GAMBLE COMPANY Com | 0.01% | - | 10,290 | $793K | $77.07 | No quote |
| 116 | E | ENI SPA -SPONSORED ADR Com | 0.01% | - | 17,000 | $763K | No quote | No quote |
| 117 | TSM | TAIWAN SEMICONDUCTOR - SP ADR Com | 0.01% | - | 42,629 | $733K | $17.19 | No quote |
| 118 | WMT | WAL-MART STORES Com | 0.00% | - | 8,193 | $613K | $74.82 | No quote |
| 119 | ASX | ADVANCED SEMICONDUCTOR E-ADR Com | 0.00% | - | 87,200 | $358K | $4.11 | No quote |
| 120 | SKM | SK TELECOM ADR Com | 0.00% | - | 18,107 | $324K | No quote | No quote |