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 127 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 5.43% | Reduce -4.1% | 32,922,187 | $816.47M | $24.80 | No quote |
| 2 | SPLS | STAPLES INC | 3.69% | Reduce -10.2% | 34,969,289 | $554.61M | No quote | No quote |
| 3 | OMC | OMNICOM GROUP | 3.21% | Add +1.3% | 7,662,119 | $481.72M | $62.87 | No quote |
| 4 | AIG | AMERICAN INTERNATIONAL GROUP | 3.14% | Reduce -1.7% | 10,562,975 | $472.17M | $44.70 | No quote |
| 5 | BHI | BAKER HUGHES INC | 2.89% | Add +5.0% | 9,425,678 | $434.81M | No quote | No quote |
| 6 | ORCL | ORACLE CORP | 2.88% | Add +13.4% | 14,109,021 | $433.43M | $30.72 | No quote |
| 7 | MSFT | MICROSOFT CORP | 2.86% | Reduce -6.8% | 12,425,297 | $429.05M | $34.53 | No quote |
| 8 | BP | BP PLC - SPONS ADR | 2.80% | Add +0.4% | 10,087,451 | $421.05M | $41.74 | No quote |
| 9 | TEL | TE CONNECTIVITY LTD. | 2.73% | Reduce -17.4% | 8,991,623 | $409.48M | $45.54 | No quote |
| 10 | C | CITIGROUP INC | 2.69% | Reduce -6.3% | 8,422,933 | $404.05M | $47.97 | No quote |
| 11 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.60% | Add +8.0% | 6,113,781 | $390.06M | No quote | No quote |
| 12 | DLPH | DELPHI AUTOMOTIVE PLC | 2.45% | Reduce -10.5% | 7,261,352 | $368.08M | No quote | No quote |
| 13 | MET | METLIFE INC | 2.27% | Reduce -8.9% | 7,450,433 | $340.93M | $45.76 | No quote |
| 14 | MS | MORGAN STANLEY | 2.16% | Add +15.2% | 13,271,340 | $324.22M | $24.43 | No quote |
| 15 | BAC | BANK OF AMERICA CORP | 2.13% | Reduce -1.0% | 24,906,945 | $320.3M | $12.86 | No quote |
| 16 | NOC | NORTHROP GRUMMAN CORP | 2.13% | Reduce -6.2% | 3,863,605 | $319.91M | $82.80 | No quote |
| 17 | GOOGL | GOOGLE INC. | 2.09% | Reduce -7.6% | 356,851 | $314.16M | $880.37 | No quote |
| 18 | JPM | JP MORGAN CHASE & CO | 2.08% | Reduce -0.3% | 5,917,734 | $312.4M | $52.79 | No quote |
| 19 | ETR | ENTERGY CORP | 1.87% | Reduce -3.9% | 4,027,053 | $280.61M | No quote | No quote |
| 20 | STT | STATE STREET CORP | 1.85% | Reduce -21.5% | 4,266,679 | $278.23M | $65.21 | No quote |
| 21 | BDX | BECTON DICKINSON & CO | 1.82% | Reduce -20.2% | 2,773,109 | $274.07M | $98.83 | No quote |
| 22 | GS | GOLDMAN SACHS GROUP INC | 1.82% | Add +6.6% | 1,803,875 | $272.84M | $151.25 | No quote |
| 23 | LLL | L-3 COMMUNICATIONS | 1.78% | Reduce -4.8% | 3,125,479 | $267.98M | No quote | No quote |
| 24 | XOM | EXXON MOBIL CORP | 1.75% | Add +6.0% | 2,916,996 | $263.55M | $90.35 | No quote |
| 25 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.75% | Reduce -6.4% | 5,729,802 | $262.31M | $45.78 | No quote |
| 26 | PNC | PNC FINANCIAL SERVICES | 1.73% | Add +3.0% | 3,568,028 | $260.18M | $72.92 | No quote |
| 27 | UBS | UBS AG | 1.68% | Add +1.5% | 14,917,171 | $252.85M | $16.95 | No quote |
| 28 | IVZ | INVESCO LTD | 1.61% | Reduce -16.8% | 7,612,102 | $242.07M | $31.80 | No quote |
| 29 | PH | PARKER HANNIFIN CORPORATION | 1.52% | New | 2,395,634 | $228.54M | $95.40 | No quote |
| 30 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.51% | Reduce -1.7% | 2,268,529 | $227.08M | $100.10 | No quote |
| 31 | MAS | MASCO CORP | 1.34% | Reduce -11.3% | 10,350,879 | $201.74M | $19.49 | No quote |
| 32 | WSH | WILLIS GROUP HOLDINGS LTD | 1.32% | Add +11.8% | 4,881,373 | $199.06M | No quote | No quote |
| 33 | VOYA | ING US INC | 1.24% | New | 6,886,227 | $186.34M | $27.06 | No quote |
| 34 | DELL | DELL INC | 1.22% | Add +6.8% | 13,767,123 | $183.79M | $13.35 | No quote |
| 35 | IPG | INTERPUBLIC GROUP OF COS INC | 1.06% | Add +0.2% | 10,919,784 | $158.88M | No quote | No quote |
| 36 | BEN | FRANKLIN RESOURCES INC. | 1.01% | Reduce -20.7% | 1,117,818 | $152.05M | $136.02 | No quote |
| 37 | ABT | ABBOTT LABORATORIES | 1.00% | Reduce -2.5% | 4,322,041 | $150.75M | $34.88 | No quote |
| 38 | AVT | AVNET INC | 0.89% | Add +94.0% | 3,967,050 | $133.29M | $33.60 | No quote |
| 39 | ALL | ALLSTATE CORP | 0.87% | Reduce -42.9% | 2,715,340 | $130.66M | $48.12 | No quote |
| 40 | AET | AETNA INC | 0.86% | Add +4.3% | 2,037,266 | $129.45M | No quote | No quote |
| 41 | WFC | WELLS FARGO CO | 0.84% | Reduce -0.1% | 3,065,076 | $126.5M | $41.27 | No quote |
| 42 | PRE | PARTNERRE LTD | 0.82% | Reduce -0.6% | 1,358,885 | $123.06M | No quote | No quote |
| 43 | TAP | MOLSON COORS BREWING CO. -B | 0.62% | Reduce -24.3% | 1,938,575 | $92.78M | $47.86 | No quote |
| 44 | CMA | COMERICA INC | 0.51% | Add +1.1% | 1,941,726 | $77.34M | No quote | No quote |
| 45 | KEY | KEY CORP | 0.51% | Add +1.1% | 6,874,350 | $75.89M | $11.04 | No quote |
| 46 | GM | GENERAL MOTORS CO | 0.50% | Add +1.1% | 2,266,125 | $75.49M | $33.31 | No quote |
| 47 | CSCO | CISCO SYSTEMS INC | 0.48% | Add +1.2% | 2,981,950 | $72.49M | $24.31 | No quote |
| 48 | APA | APACHE CORP | 0.46% | Add +31.1% | 825,770 | $69.22M | $83.83 | No quote |
| 49 | AIZ | ASSURANT INC | 0.43% | Reduce -3.7% | 1,279,272 | $65.13M | No quote | No quote |
| 50 | IM | INGRAM MICRO INC CL-A | 0.39% | Add +13.5% | 3,063,929 | $58.18M | No quote | No quote |
| 51 | CI | CIGNA CORP | 0.36% | New | 743,388 | $53.89M | $72.49 | No quote |
| 52 | RF | REGIONS FINL CORP | 0.36% | Add +1.3% | 5,603,243 | $53.4M | $9.53 | No quote |
| 53 | CNW | CON-WAY INC | 0.33% | Reduce -3.0% | 1,258,028 | $49.01M | No quote | No quote |
| 54 | URS | URS CORP | 0.32% | Add +18.2% | 1,033,565 | $48.81M | No quote | No quote |
| 55 | DAN | DANA HOLDING CORP | 0.32% | Reduce -2.1% | 2,496,509 | $48.08M | No quote | No quote |
| 56 | OC | OWENS CORNING | 0.32% | Add +24.2% | 1,217,935 | $47.6M | $39.08 | No quote |
| 57 | AXE | ANIXTER INTERNATIONAL INC | 0.31% | Reduce -1.8% | 617,891 | $46.84M | No quote | No quote |
| 58 | HPT | HOSPITALITY PROPERTIES TRUST | 0.31% | Reduce -3.6% | 1,747,731 | $45.93M | No quote | No quote |
| 59 | BRC | BRADY CORP CL A | 0.30% | Reduce -1.0% | 1,447,090 | $44.47M | $30.73 | No quote |
| 60 | GD | GENERAL DYNAMICS CORP | 0.30% | Add +1.3% | 567,200 | $44.43M | $78.33 | No quote |
| 61 | WCG | WELLCARE HEALTH PLANS INC | 0.29% | New | 785,100 | $43.61M | No quote | No quote |
| 62 | FITB | FIFTH THIRD BANCORP | 0.28% | Add +1.3% | 2,361,350 | $42.62M | $18.05 | No quote |
| 63 | KSS | KOHLS CORP | 0.27% | Add +24.8% | 814,225 | $41.13M | No quote | No quote |
| 64 | VCI | VALASSIS COMMUNICATIONS INC | 0.27% | Reduce -0.9% | 1,671,086 | $41.09M | No quote | No quote |
| 65 | HSP | HOSPIRA INC | 0.27% | Add +1.5% | 1,059,750 | $40.6M | No quote | No quote |
| 66 | DGX | QUEST DIAGNOSTICS | 0.27% | Add +1.4% | 665,375 | $40.34M | $60.63 | No quote |
| 67 | ARGO | ARGO GROUP INTERNATIONAL | 0.26% | Add +6.0% | 932,998 | $39.55M | No quote | No quote |
| 68 | DIOD | DIODES INC. | 0.26% | Reduce -14.2% | 1,506,495 | $39.12M | $25.97 | No quote |
| 69 | FRX | FOREST LABORATORIES INC | 0.25% | Add +1.9% | 925,100 | $37.93M | No quote | No quote |
| 70 | CW | CURTISS-WRIGHT CORP | 0.25% | Reduce -0.3% | 1,015,649 | $37.64M | $37.06 | No quote |
| 71 | ATU | ACTUANT CORP- A | 0.25% | Reduce -2.8% | 1,140,989 | $37.62M | No quote | No quote |
| 72 | JNY | JONES GROUP INC | 0.23% | Reduce -16.3% | 2,530,682 | $34.8M | No quote | No quote |
| 73 | PRI | PRIMERICA INC | 0.23% | Reduce -2.1% | 927,301 | $34.72M | $37.44 | No quote |
| 74 | BBCN | BBCN BANCORP INC | 0.23% | Reduce -2.6% | 2,397,838 | $34.1M | No quote | No quote |
| 75 | HHS | HARTE-HANKS INC. | 0.23% | Reduce -2.5% | 3,936,002 | $33.85M | No quote | No quote |
| 76 | BXS | BANCORPSOUTH INC | 0.21% | Add +93.6% | 1,820,955 | $32.23M | No quote | No quote |
| 77 | UPBD | RENT A CENTER INC | 0.21% | Add +67.2% | 854,754 | $32.1M | $37.55 | No quote |
| 78 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.21% | Reduce -1.8% | 846,833 | $31.41M | No quote | No quote |
| 79 | TCF | TCF FINANCIAL CORP | 0.21% | Reduce -3.5% | 2,197,265 | $31.16M | No quote | No quote |
| 80 | WOOF | VCA ANTECH INC | 0.21% | Reduce -26.0% | 1,190,040 | $31.05M | No quote | No quote |
| 81 | AEL | AMERICAN EQUITY INVT LIFE | 0.20% | Reduce -3.4% | 1,960,247 | $30.78M | No quote | No quote |
| 82 | ARO | AEROPOSTALE INC. | 0.20% | Reduce -2.6% | 2,182,958 | $30.13M | No quote | No quote |
| 83 | TMK | TORCHMARK CORP | 0.20% | Add +0.8% | 461,074 | $30.03M | No quote | No quote |
| 84 | WBS | WEBSTER FINANCIAL CORP. | 0.20% | Reduce -1.1% | 1,156,614 | $29.7M | $25.68 | No quote |
| 85 | EGL | ENGILITY HOLDINGS INC | 0.19% | Add +38.7% | 982,260 | $27.92M | No quote | No quote |
| 86 | NSIT | INSIGHT ENTERPRISES INC | 0.19% | Reduce -0.8% | 1,570,248 | $27.86M | $17.74 | No quote |
| 87 | NPBC | NATIONAL PENN BANCSHARES INC | 0.18% | Add +0.4% | 2,704,323 | $27.48M | No quote | No quote |
| 88 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.18% | Reduce -4.8% | 856,142 | $26.47M | $30.92 | No quote |
| 89 | TMUS | T MOBILE US INC | 0.17% | New | 1,033,250 | $25.64M | $24.81 | No quote |
| 90 | PHH | PHH CORP | 0.17% | Reduce -2.7% | 1,220,813 | $24.88M | No quote | No quote |
| 91 | TPC | TUTOR PERINI CORP | 0.16% | Reduce -1.0% | 1,368,450 | $24.76M | $18.09 | No quote |
| 92 | MATW | MATTHEWS INTL CORP - CL A | 0.16% | Reduce -11.6% | 645,666 | $24.34M | $37.70 | No quote |
| 93 | GFF | GRIFFON CORPORATION | 0.16% | Reduce -14.9% | 2,147,087 | $24.16M | $11.25 | No quote |
| 94 | MLKN | HERMAN MILLER INC | 0.16% | Reduce -7.8% | 870,797 | $23.57M | $27.07 | No quote |
| 95 | MWA | MUELLER WATER PRODUCTS INC | 0.15% | Reduce -4.0% | 3,288,446 | $22.72M | No quote | No quote |
| 96 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.14% | Reduce -1.4% | 2,334,442 | $21.76M | $9.32 | No quote |
| 97 | SKX | SKECHERS USA INC.- CL A | 0.14% | Reduce -2.4% | 868,209 | $20.85M | No quote | No quote |
| 98 | NVRI | HARSCO CORP | 0.14% | Reduce -0.6% | 896,674 | $20.79M | No quote | No quote |
| 99 | SNV | SYNOVUS FINANCIAL CORP | 0.14% | Reduce -2.1% | 7,045,491 | $20.57M | No quote | No quote |
| 100 | LM | LEGG MASON INC | 0.14% | New | 662,510 | $20.54M | No quote | No quote |
| 101 | USTR | UNITED STATIONERS INC | 0.13% | Reduce -27.7% | 588,238 | $19.74M | No quote | No quote |
| 102 | APOL | APOLLO GROUP INC - CL A | 0.13% | Reduce -80.0% | 1,082,185 | $19.18M | No quote | No quote |
| 103 | PL | PROTECTIVE LIFE CORP | 0.12% | Reduce -43.1% | 483,264 | $18.56M | $38.41 | No quote |
| 104 | MWW | MONSTER WORLDWIDE INC | 0.12% | Add +4.5% | 3,760,288 | $18.46M | No quote | No quote |
| 105 | WSFS | WSFS FINANCIAL CORP | 0.12% | Add +0.7% | 350,311 | $18.35M | $52.39 | No quote |
| 106 | JAKK | JAKKS PACIFIC INC | 0.10% | Reduce -11.4% | 1,371,624 | $15.43M | No quote | No quote |
| 107 | HII | HUNTINGTON INGALLS INDUSTRIES | 0.09% | Reduce -54.9% | 227,160 | $12.83M | $56.48 | No quote |
| 108 | CIR | CIRCOR INTERNATIONAL INC | 0.08% | Reduce -59.1% | 226,862 | $11.54M | No quote | No quote |
| 109 | RNR | RENAISSANCE RE HLDGS LTD | 0.07% | Add +0.2% | 122,011 | $10.59M | $86.79 | No quote |
| 110 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.07% | Reduce -6.5% | 2,602,865 | $10.41M | No quote | No quote |
| 111 | ACM | AECOM TECHNOLOGY CORP | 0.05% | - | 247,525 | $7.87M | $31.79 | No quote |
| 112 | VR | VALIDUS HOLDINGS LTD | 0.04% | Reduce -0.4% | 154,037 | $5.56M | No quote | No quote |
| 113 | FBIN | FORTUNE BRANDS HOME & SECURITY INC | 0.02% | Reduce -87.5% | 66,875 | $2.59M | $38.74 | No quote |
| 114 | BPOP | POPULAR INC. | 0.02% | Reduce -0.1% | 83,778 | $2.54M | No quote | No quote |
| 115 | SXCL | STEEL EXCEL INC | 0.02% | Reduce -4.0% | 85,439 | $2.48M | No quote | No quote |
| 116 | DV | DEVRY INC. | 0.01% | Reduce -68.5% | 71,375 | $2.21M | $31.02 | No quote |
| 117 | FMBI | FIRST MIDWEST BANCORP INC | 0.01% | New | 128,500 | $1.76M | No quote | No quote |
| 118 | JNJ | JOHNSON & JOHNSON | 0.01% | Add +3.2% | 10,401 | $893K | $85.86 | No quote |
| 119 | PG | PROCTER & GAMBLE COMPANY | 0.01% | Add +2.6% | 10,561 | $813K | $76.98 | No quote |
| 120 | E | ENI SPA -SPONSORED ADR | 0.00% | - | 17,000 | $698K | No quote | No quote |
| 121 | WMT | WAL-MART STORES | 0.00% | - | 8,193 | $610K | $74.45 | No quote |
| 122 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.00% | - | 87,200 | $354K | $4.06 | No quote |
| 127 | THO | THOR INDUSTRIES INC. Com | - | Sold | 0 | $0 | No quote | No quote |
| 126 | TSM | TAIWAN SEMICONDUCTOR - SP ADR Com | - | Sold | 0 | $0 | No quote | No quote |
| 125 | SKM | SK TELECOM ADR Com | - | Sold | 0 | $0 | No quote | No quote |
| 124 | PPG | PPG INDUSTRIES INC Com | - | Sold | 0 | $0 | No quote | No quote |
| 123 | MAN | MANPOWER INC Com | - | Sold | 0 | $0 | No quote | No quote |