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 74 of 135 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 4.20% | Reduce -5.9% | 30,983,162 | $650.03M | $20.98 | No quote |
| 2 | ORCL | ORACLE CORP | 3.69% | Add +22.2% | 17,238,143 | $571.79M | $33.17 | No quote |
| 3 | BHI | BAKER HUGHES INC | 3.36% | Add +12.5% | 10,606,614 | $520.79M | No quote | No quote |
| 4 | AIG | AMERICAN INTERNATIONAL GROUP | 3.30% | Reduce -0.7% | 10,491,924 | $510.22M | $48.63 | No quote |
| 5 | MSFT | MICROSOFT CORP | 3.13% | Add +17.1% | 14,552,334 | $484.74M | $33.31 | No quote |
| 6 | SPLS | STAPLES INC | 3.07% | Reduce -7.3% | 32,431,464 | $475.12M | No quote | No quote |
| 7 | OMC | OMNICOM GROUP | 3.01% | Reduce -4.0% | 7,355,064 | $466.61M | $63.44 | No quote |
| 8 | BP | BP PLC - SPONS ADR | 3.01% | Add +9.8% | 11,078,125 | $465.61M | $42.03 | No quote |
| 9 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.96% | Add +13.9% | 6,965,119 | $457.47M | No quote | No quote |
| 10 | C | CITIGROUP INC | 2.53% | Reduce -4.2% | 8,073,711 | $391.66M | $48.51 | No quote |
| 11 | BAC | BANK OF AMERICA CORP | 2.25% | Add +1.2% | 25,204,706 | $347.83M | $13.80 | No quote |
| 12 | MS | MORGAN STANLEY | 2.22% | Reduce -4.1% | 12,730,045 | $343.08M | $26.95 | No quote |
| 13 | PH | PARKER HANNIFIN CORPORATION | 2.20% | Add +30.7% | 3,131,648 | $340.47M | $108.72 | No quote |
| 14 | MET | METLIFE INC | 2.07% | Reduce -8.3% | 6,832,193 | $320.77M | $46.95 | No quote |
| 15 | GOOGL | GOOGLE INC. | 2.04% | Add +1.2% | 361,283 | $316.45M | $875.91 | No quote |
| 16 | JPM | JP MORGAN CHASE & CO | 2.03% | Add +2.6% | 6,071,408 | $313.83M | $51.69 | No quote |
| 17 | TEL | TE CONNECTIVITY LTD. | 1.99% | Reduce -33.7% | 5,961,910 | $308.71M | $51.78 | No quote |
| 18 | XOM | EXXON MOBIL CORP | 1.90% | Add +17.2% | 3,419,336 | $294.2M | $86.04 | No quote |
| 19 | GS | GOLDMAN SACHS GROUP INC | 1.85% | Add +0.3% | 1,809,681 | $286.31M | $158.21 | No quote |
| 20 | UBS | UBS AG | 1.79% | Reduce -9.7% | 13,474,131 | $276.49M | $20.52 | No quote |
| 21 | BDX | BECTON DICKINSON & CO | 1.74% | Reduce -2.9% | 2,693,392 | $269.39M | $100.02 | No quote |
| 22 | PNC | PNC FINANCIAL SERVICES | 1.67% | Reduce -0.1% | 3,565,214 | $258.3M | $72.45 | No quote |
| 23 | LLL | L-3 COMMUNICATIONS | 1.63% | Reduce -14.3% | 2,677,339 | $253.01M | No quote | No quote |
| 24 | CI | CIGNA CORP | 1.63% | Add +341.0% | 3,278,145 | $251.96M | $76.86 | No quote |
| 25 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.59% | Reduce -1.1% | 5,668,100 | $245.49M | $43.31 | No quote |
| 26 | IVZ | INVESCO LTD | 1.55% | Reduce -1.3% | 7,517,159 | $239.8M | $31.90 | No quote |
| 27 | ETR | ENTERGY CORP | 1.51% | Reduce -8.2% | 3,698,145 | $233.69M | No quote | No quote |
| 28 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.48% | Add +1.8% | 2,309,603 | $228.97M | $99.14 | No quote |
| 29 | STT | STATE STREET CORP | 1.41% | Reduce -22.2% | 3,318,282 | $218.18M | $65.75 | No quote |
| 30 | MAS | MASCO CORP | 1.39% | Reduce -2.3% | 10,118,379 | $215.32M | $21.28 | No quote |
| 31 | ABT | ABBOTT LABORATORIES | 1.38% | Add +49.2% | 6,449,283 | $214.05M | $33.19 | No quote |
| 32 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.38% | New | 2,985,869 | $212.92M | No quote | No quote |
| 33 | WSH | WILLIS GROUP HOLDINGS LTD | 1.33% | Reduce -2.5% | 4,758,913 | $206.2M | No quote | No quote |
| 34 | AVT | AVNET INC | 1.29% | Add +20.6% | 4,786,186 | $199.63M | $41.71 | No quote |
| 35 | VOYA | ING US INC | 1.27% | Reduce -2.2% | 6,735,793 | $196.75M | $29.21 | No quote |
| 36 | IPG | INTERPUBLIC GROUP OF COS INC | 1.26% | Add +4.0% | 11,355,616 | $195.09M | No quote | No quote |
| 37 | DLPH | DELPHI AUTOMOTIVE PLC | 1.12% | Reduce -59.1% | 2,971,364 | $173.59M | No quote | No quote |
| 38 | DELL | DELL INC | 1.11% | Reduce -9.5% | 12,458,816 | $171.56M | $13.77 | No quote |
| 39 | BEN | FRANKLIN RESOURCES INC. | 1.10% | Add +201.7% | 3,372,322 | $170.47M | $50.55 | No quote |
| 40 | WFC | WELLS FARGO CO | 1.04% | Add +27.5% | 3,907,126 | $161.44M | $41.32 | No quote |
| 41 | PRE | PARTNERRE LTD | 0.92% | Add +14.4% | 1,554,912 | $142.34M | No quote | No quote |
| 42 | NOC | NORTHROP GRUMMAN CORP | 0.55% | Reduce -77.0% | 890,221 | $84.8M | $95.26 | No quote |
| 43 | ALL | ALLSTATE CORP | 0.52% | Reduce -40.8% | 1,607,196 | $81.24M | $50.55 | No quote |
| 44 | APA | APACHE CORP | 0.51% | Add +11.5% | 920,495 | $78.37M | $85.14 | No quote |
| 45 | KEY | KEY CORP | 0.50% | Reduce -0.6% | 6,832,375 | $77.89M | $11.40 | No quote |
| 46 | CMA | COMERICA INC | 0.49% | Add +0.3% | 1,947,376 | $76.55M | No quote | No quote |
| 47 | CSCO | CISCO SYSTEMS INC | 0.49% | Add +8.1% | 3,221,900 | $75.46M | $23.42 | No quote |
| 48 | NWS | NEWS CORP - CLASS B | 0.48% | New | 4,568,753 | $75.07M | $16.43 | No quote |
| 49 | JNJ | JOHNSON & JOHNSON | 0.47% | Add +8050.7% | 847,758 | $73.49M | $86.69 | No quote |
| 50 | GM | GENERAL MOTORS CO | 0.46% | Reduce -13.5% | 1,960,975 | $70.54M | $35.97 | No quote |
| 51 | AIZ | ASSURANT INC | 0.43% | Reduce -3.4% | 1,236,297 | $66.88M | No quote | No quote |
| 52 | LM | LEGG MASON INC | 0.39% | Add +171.9% | 1,801,370 | $60.24M | No quote | No quote |
| 53 | SPN | SUPERIOR ENERGY SERVICES INC | 0.37% | New | 2,310,224 | $57.85M | No quote | No quote |
| 54 | URS | URS CORP | 0.37% | Add +2.7% | 1,061,289 | $57.04M | No quote | No quote |
| 55 | IM | INGRAM MICRO INC CL-A | 0.34% | Reduce -26.0% | 2,267,219 | $52.26M | No quote | No quote |
| 56 | RF | REGIONS FINL CORP | 0.33% | Reduce -0.2% | 5,590,618 | $51.77M | $9.26 | No quote |
| 57 | WMT | WAL-MART STORES | 0.33% | Add +8264.7% | 685,318 | $50.69M | $73.96 | No quote |
| 58 | GD | GENERAL DYNAMICS CORP | 0.32% | Add +0.5% | 570,125 | $49.9M | $87.52 | No quote |
| 59 | HPT | HOSPITALITY PROPERTIES TRUST | 0.32% | Reduce -0.7% | 1,736,364 | $49.14M | No quote | No quote |
| 60 | OC | OWENS CORNING | 0.31% | Add +5.0% | 1,278,421 | $48.55M | $37.98 | No quote |
| 61 | AET | AETNA INC | 0.31% | Reduce -62.9% | 754,946 | $48.33M | No quote | No quote |
| 62 | CNW | CON-WAY INC | 0.31% | Reduce -12.7% | 1,098,526 | $47.34M | No quote | No quote |
| 63 | INTC | INTEL CORPORATION | 0.30% | New | 2,004,454 | $45.94M | $22.92 | No quote |
| 64 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.29% | Add +67.9% | 1,437,110 | $44.72M | $31.12 | No quote |
| 65 | FITB | FIFTH THIRD BANCORP | 0.28% | Add +0.7% | 2,377,550 | $42.89M | $18.04 | No quote |
| 66 | VCI | VALASSIS COMMUNICATIONS INC | 0.28% | Reduce -11.4% | 1,480,861 | $42.77M | No quote | No quote |
| 67 | BRC | BRADY CORP CL A | 0.28% | Reduce -3.2% | 1,401,050 | $42.73M | $30.50 | No quote |
| 68 | KSS | KOHLS CORP | 0.27% | Add +0.8% | 820,888 | $42.48M | No quote | No quote |
| 69 | DGX | QUEST DIAGNOSTICS | 0.27% | Add +0.8% | 670,650 | $41.44M | $61.79 | No quote |
| 70 | WCG | WELLCARE HEALTH PLANS INC | 0.27% | Reduce -24.8% | 590,445 | $41.18M | No quote | No quote |
| 71 | AXE | ANIXTER INTERNATIONAL INC | 0.27% | Reduce -24.1% | 468,994 | $41.11M | No quote | No quote |
| 72 | DAN | DANA HOLDING CORP | 0.26% | Reduce -30.0% | 1,747,557 | $39.91M | No quote | No quote |
| 73 | TAP | MOLSON COORS BREWING CO. -B | 0.26% | Reduce -59.0% | 795,525 | $39.88M | $50.13 | No quote |
| 74 | DOOR | MASONITE INTERNATIONAL CORP | 0.24% | New | 759,360 | $37.16M | No quote | No quote |
| 75 | ARGO | ARGO GROUP INTERNATIONAL | 0.23% | Reduce -9.4% | 845,573 | $36.26M | No quote | No quote |
| 76 | UPBD | RENT A CENTER INC | 0.23% | Add +10.8% | 947,078 | $36.08M | $38.10 | No quote |
| 77 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.23% | Add +14.2% | 966,874 | $35.09M | No quote | No quote |
| 78 | AEL | AMERICAN EQUITY INVT LIFE | 0.22% | Reduce -19.7% | 1,573,857 | $33.4M | No quote | No quote |
| 79 | ATU | ACTUANT CORP- A | 0.22% | Reduce -24.7% | 859,336 | $33.38M | No quote | No quote |
| 80 | PRI | PRIMERICA INC | 0.21% | Reduce -12.9% | 808,044 | $32.6M | $40.34 | No quote |
| 81 | BXS | BANCORPSOUTH INC | 0.21% | Reduce -10.5% | 1,629,393 | $32.49M | No quote | No quote |
| 82 | DIOD | DIODES INC. | 0.20% | Reduce -17.7% | 1,239,191 | $30.36M | $24.50 | No quote |
| 83 | WOOF | VCA ANTECH INC | 0.19% | Reduce -10.8% | 1,061,169 | $29.14M | No quote | No quote |
| 84 | BBCN | BBCN BANCORP INC | 0.18% | Reduce -13.3% | 2,077,851 | $28.59M | No quote | No quote |
| 85 | HHS | HARTE-HANKS INC. | 0.18% | Reduce -17.8% | 3,233,748 | $28.55M | No quote | No quote |
| 86 | TCF | TCF FINANCIAL CORP | 0.18% | Reduce -9.7% | 1,984,540 | $28.34M | No quote | No quote |
| 87 | JNY | JONES GROUP INC | 0.18% | Reduce -27.3% | 1,840,933 | $27.63M | No quote | No quote |
| 88 | TMUS | T MOBILE US INC | 0.18% | Add +2.4% | 1,058,200 | $27.48M | $25.97 | No quote |
| 89 | TPC | TUTOR PERINI CORP | 0.17% | Reduce -8.7% | 1,249,744 | $26.65M | $21.32 | No quote |
| 90 | CHE | CHEMED CORP | 0.17% | New | 360,943 | $25.81M | No quote | No quote |
| 91 | PHH | PHH CORP | 0.17% | Reduce -11.1% | 1,085,413 | $25.77M | No quote | No quote |
| 92 | WBS | WEBSTER FINANCIAL CORP. | 0.17% | Reduce -13.0% | 1,006,739 | $25.7M | $25.53 | No quote |
| 93 | NPBC | NATIONAL PENN BANCSHARES INC | 0.16% | Reduce -9.6% | 2,445,173 | $24.57M | No quote | No quote |
| 94 | GFF | GRIFFON CORPORATION | 0.16% | Reduce -9.3% | 1,947,137 | $24.42M | $12.54 | No quote |
| 95 | EGL | ENGILITY HOLDINGS INC | 0.16% | Reduce -21.9% | 767,056 | $24.34M | No quote | No quote |
| 96 | NSIT | INSIGHT ENTERPRISES INC | 0.16% | Reduce -18.1% | 1,286,037 | $24.33M | $18.92 | No quote |
| 97 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.15% | Reduce -8.8% | 2,129,994 | $22.73M | $10.67 | No quote |
| 98 | APOL | APOLLO GROUP INC - CL A | 0.15% | Add +0.7% | 1,089,335 | $22.67M | No quote | No quote |
| 99 | MATW | MATTHEWS INTL CORP - CL A | 0.14% | Reduce -9.2% | 586,065 | $22.32M | $38.08 | No quote |
| 100 | LLY | LILLY ELI | 0.14% | New | 433,250 | $21.81M | $50.33 | No quote |
| 101 | MLKN | HERMAN MILLER INC | 0.14% | Reduce -16.2% | 729,595 | $21.29M | $29.18 | No quote |
| 102 | USTR | UNITED STATIONERS INC | 0.14% | Reduce -17.2% | 487,107 | $21.19M | No quote | No quote |
| 103 | NVRI | HARSCO CORP | 0.13% | Reduce -7.8% | 826,799 | $20.59M | No quote | No quote |
| 104 | ARO | AEROPOSTALE INC. | 0.13% | Reduce -2.6% | 2,125,083 | $19.98M | No quote | No quote |
| 105 | MWA | MUELLER WATER PRODUCTS INC | 0.12% | Reduce -29.8% | 2,307,442 | $18.44M | No quote | No quote |
| 106 | PL | PROTECTIVE LIFE CORP | 0.12% | Reduce -10.7% | 431,414 | $18.36M | $42.55 | No quote |
| 107 | SNV | SYNOVUS FINANCIAL CORP | 0.11% | Reduce -26.6% | 5,172,816 | $17.07M | No quote | No quote |
| 108 | TTEK | TETRA TECH INC | 0.10% | New | 590,664 | $15.29M | $25.89 | No quote |
| 109 | MWW | MONSTER WORLDWIDE INC | 0.10% | Reduce -8.7% | 3,433,146 | $15.18M | No quote | No quote |
| 110 | PIPR | PIPER JAFFRAY COS | 0.10% | New | 434,400 | $14.9M | $34.29 | No quote |
| 111 | RNR | RENAISSANCE RE HLDGS LTD | 0.09% | Add +31.1% | 159,911 | $14.48M | $90.53 | No quote |
| 112 | FMBI | FIRST MIDWEST BANCORP INC | 0.09% | Add +603.9% | 904,521 | $13.67M | No quote | No quote |
| 113 | WSFS | WSFS FINANCIAL CORP | 0.08% | Reduce -42.5% | 201,595 | $12.15M | $60.25 | No quote |
| 114 | ACM | AECOM TECHNOLOGY CORP | 0.07% | Add +47.5% | 365,075 | $11.42M | $31.27 | No quote |
| 115 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.07% | Reduce -5.5% | 2,459,388 | $11.29M | No quote | No quote |
| 116 | RDUS | SCHNITZER STEEL INDS INC - A | 0.07% | New | 393,751 | $10.84M | No quote | No quote |
| 117 | CW | CURTISS-WRIGHT CORP | 0.07% | Reduce -78.0% | 223,731 | $10.51M | $46.96 | No quote |
| 118 | TMK | TORCHMARK CORP | 0.05% | Reduce -77.0% | 105,824 | $7.66M | No quote | No quote |
| 119 | HII | HUNTINGTON INGALLS INDUSTRIES | 0.04% | Reduce -57.8% | 95,855 | $6.46M | $67.40 | No quote |
| 120 | PG | PROCTER & GAMBLE COMPANY | 0.04% | Add +689.3% | 83,361 | $6.3M | $75.59 | No quote |
| 121 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.04% | New | 640,441 | $5.82M | $9.09 | No quote |
| 122 | VR | VALIDUS HOLDINGS LTD | 0.03% | Reduce -6.2% | 144,491 | $5.34M | No quote | No quote |
| 123 | SKX | SKECHERS USA INC.- CL A | 0.02% | Reduce -90.1% | 86,081 | $2.68M | No quote | No quote |
| 124 | SXCL | STEEL EXCEL INC | 0.02% | Reduce -4.5% | 81,567 | $2.4M | No quote | No quote |
| 125 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.01% | New | 131,379 | $2.23M | $16.96 | No quote |
| 126 | BPOP | POPULAR INC. | 0.01% | - | 83,778 | $2.2M | No quote | No quote |
| 127 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.01% | Add +265.4% | 318,586 | $1.52M | $4.78 | No quote |
| 128 | E | ENI SPA -SPONSORED ADR | 0.01% | Add +45.1% | 24,675 | $1.14M | No quote | No quote |
| 129 | FRX | FOREST LABORATORIES INC | 0.00% | Reduce -98.6% | 13,075 | $559K | No quote | No quote |
| 130 | HAL | HALLIBURTON CO | 0.00% | New | 5,050 | $243K | $48.12 | No quote |
| 135 | JAKK | JAKKS PACIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 134 | HSP | HOSPIRA INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | FBIN | FORTUNE BRANDS HOME & SECURITY INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | DV | DEVRY INC. | - | Sold | 0 | $0 | No quote | No quote |
| 131 | CIR | CIRCOR INTERNATIONAL INC | - | Sold | 0 | $0 | No quote | No quote |