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 78 of 138 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 5.00% | Reduce -1.2% | 30,611,328 | $856.51M | $27.98 | No quote |
| 2 | ORCL | ORACLE CORP | 3.82% | Reduce -0.8% | 17,097,751 | $654.16M | $38.26 | No quote |
| 3 | BHI | BAKER HUGHES INC | 3.13% | Reduce -8.6% | 9,699,551 | $536M | No quote | No quote |
| 4 | BP | BP PLC - SPONS ADR | 3.08% | Reduce -1.9% | 10,866,679 | $528.23M | $48.61 | No quote |
| 5 | AIG | AMERICAN INTERNATIONAL GROUP | 3.07% | Reduce -1.8% | 10,302,937 | $525.97M | $51.05 | No quote |
| 6 | OMC | OMNICOM GROUP | 3.00% | Reduce -5.9% | 6,920,672 | $514.69M | $74.37 | No quote |
| 7 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.91% | Add +0.5% | 6,998,451 | $498.78M | No quote | No quote |
| 8 | SPLS | STAPLES INC | 2.76% | Reduce -8.3% | 29,738,968 | $472.55M | No quote | No quote |
| 9 | C | CITIGROUP INC | 2.44% | Reduce -0.5% | 8,029,964 | $418.44M | $52.11 | No quote |
| 10 | MSFT | MICROSOFT CORP | 2.39% | Reduce -24.8% | 10,942,967 | $409.6M | $37.43 | No quote |
| 11 | BAC | BANK OF AMERICA CORP | 2.38% | Add +4.1% | 26,235,806 | $408.49M | $15.57 | No quote |
| 12 | PH | PARKER HANNIFIN CORPORATION | 2.30% | Reduce -2.1% | 3,065,485 | $394.34M | $128.64 | No quote |
| 13 | MS | MORGAN STANLEY | 2.28% | Reduce -1.9% | 12,484,310 | $391.51M | $31.36 | No quote |
| 14 | CI | CIGNA CORP | 2.12% | Add +26.5% | 4,145,441 | $362.64M | $87.48 | No quote |
| 15 | XOM | EXXON MOBIL CORP | 2.07% | Add +2.4% | 3,502,728 | $354.48M | $101.20 | No quote |
| 16 | JPM | JP MORGAN CHASE & CO | 2.05% | Reduce -1.0% | 6,010,456 | $351.49M | $58.48 | No quote |
| 17 | MET | METLIFE INC | 1.96% | Reduce -8.7% | 6,236,260 | $336.26M | $53.92 | No quote |
| 18 | GS | GOLDMAN SACHS GROUP INC | 1.84% | Reduce -1.6% | 1,780,879 | $315.68M | $177.26 | No quote |
| 19 | BDX | BECTON DICKINSON & CO | 1.70% | Reduce -2.2% | 2,634,751 | $291.11M | $110.49 | No quote |
| 20 | GM | GENERAL MOTORS CO | 1.69% | Add +260.5% | 7,068,976 | $288.91M | $40.87 | No quote |
| 21 | NWSA | NEWS CORP - CLASS A | 1.68% | New | 15,993,890 | $288.21M | $18.02 | No quote |
| 22 | UBS | UBS AG | 1.64% | Add +8.2% | 14,571,957 | $280.51M | $19.25 | No quote |
| 23 | PNC | PNC FINANCIAL SERVICES | 1.62% | Add +0.4% | 3,580,168 | $277.75M | $77.58 | No quote |
| 24 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.54% | Reduce -2.1% | 5,546,522 | $263.85M | $47.57 | No quote |
| 25 | IVZ | NVESCO LTD | 1.52% | Reduce -4.9% | 7,150,439 | $260.28M | $36.40 | No quote |
| 26 | VOYA | ING US INC | 1.49% | Add +8.1% | 7,277,925 | $255.82M | $35.15 | No quote |
| 27 | TEL | TE CONNECTIVITY LTD. | 1.45% | Reduce -24.6% | 4,495,996 | $247.77M | $55.11 | No quote |
| 28 | ABT | ABBOTT LABORATORIES | 1.44% | Reduce -0.3% | 6,426,564 | $246.33M | $38.33 | No quote |
| 29 | INTC | INTEL CORPORATION | 1.43% | Add +369.7% | 9,414,423 | $244.4M | $25.96 | No quote |
| 30 | STT | STATE STREET CORP | 1.39% | Reduce -2.1% | 3,249,689 | $238.5M | $73.39 | No quote |
| 31 | ETR | ENTERGY CORP | 1.38% | Add +1.2% | 3,743,077 | $236.82M | No quote | No quote |
| 32 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.32% | Add +2.1% | 3,050,149 | $226.9M | No quote | No quote |
| 33 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.28% | Add +4.1% | 2,405,081 | $219.75M | $91.37 | No quote |
| 34 | WSH | WILLIS GROUP HOLDINGS LTD | 1.22% | Reduce -1.8% | 4,671,514 | $209.33M | No quote | No quote |
| 35 | AVT | AVNET INC | 1.22% | Reduce -1.3% | 4,723,594 | $208.36M | $44.11 | No quote |
| 36 | MAS | MASCO CORP | 1.19% | Reduce -11.6% | 8,948,423 | $203.76M | $22.77 | No quote |
| 37 | IPG | INTERPUBLIC GROUP OF COS INC | 1.18% | Add +0.3% | 11,392,166 | $201.64M | No quote | No quote |
| 38 | LLL | L-3 COMMUNICATIONS | 1.10% | Reduce -34.2% | 1,761,862 | $188.27M | No quote | No quote |
| 39 | BEN | FRANKLIN RESOURCES INC. | 1.09% | Reduce -4.2% | 3,229,729 | $186.45M | $57.73 | No quote |
| 40 | CMA | COMERICA INC | 1.07% | Add +98.3% | 3,861,810 | $183.59M | No quote | No quote |
| 41 | WFC | WELLS FARGO CO | 1.05% | Add +1.9% | 3,981,017 | $180.74M | $45.40 | No quote |
| 42 | PRE | PARTNERRE LTD | 0.93% | Reduce -2.5% | 1,515,602 | $159.79M | No quote | No quote |
| 43 | DLPH | DELPHI AUTOMOTIVE PLC | 0.86% | Reduce -17.2% | 2,461,140 | $147.99M | No quote | No quote |
| 44 | NWS | NEWS CORP - CLASS B | 0.67% | Add +41.1% | 6,444,698 | $114.91M | $17.83 | No quote |
| 45 | KEY | KEY CORP | 0.53% | Reduce -0.2% | 6,819,825 | $91.52M | $13.42 | No quote |
| 46 | GOOGL | GOOGLE INC. | 0.51% | Reduce -78.4% | 77,999 | $87.41M | $1120.71 | No quote |
| 47 | CSCO | CISCO SYSTEMS INC | 0.50% | Add +18.9% | 3,829,275 | $85.97M | $22.45 | No quote |
| 48 | APA | APACHE CORP | 0.47% | Add +2.8% | 946,593 | $81.35M | $85.94 | No quote |
| 49 | WMT | WAL-MART STORES | 0.47% | Add +49.5% | 1,024,768 | $80.64M | $78.69 | No quote |
| 50 | JNJ | JOHNSON & JOHNSON | 0.46% | Add +2.2% | 866,458 | $79.36M | $91.59 | No quote |
| 51 | SPN | SUPERIOR ENERGY SERVICES INC | 0.46% | Add +27.1% | 2,935,169 | $78.11M | No quote | No quote |
| 52 | KSS | KOHLS CORP | 0.45% | Add +64.3% | 1,348,315 | $76.52M | No quote | No quote |
| 53 | LM | LEGG MASON INC | 0.43% | Reduce -6.0% | 1,692,830 | $73.6M | No quote | No quote |
| 54 | AIZ | ASSURANT INC | 0.42% | Reduce -11.8% | 1,090,868 | $72.4M | No quote | No quote |
| 55 | DGX | QUEST DIAGNOSTICS | 0.38% | Add +81.2% | 1,215,050 | $65.05M | $53.54 | No quote |
| 56 | DOOR | MASONITE INTERNATIONAL CORP | 0.35% | Add +31.5% | 998,326 | $59.9M | No quote | No quote |
| 57 | URS | URS CORP | 0.34% | Add +3.4% | 1,097,526 | $58.16M | No quote | No quote |
| 58 | ALL | ALLSTATE CORP | 0.33% | Reduce -36.1% | 1,027,165 | $56.02M | $54.54 | No quote |
| 59 | RF | REGIONS FINL CORP | 0.32% | Add +0.0% | 5,592,411 | $55.31M | $9.89 | No quote |
| 60 | OC | OWENS CORNING | 0.32% | Add +5.8% | 1,352,272 | $55.07M | $40.72 | No quote |
| 61 | GD | GENERAL DYNAMICS CORP | 0.32% | Reduce -0.4% | 567,825 | $54.26M | $95.55 | No quote |
| 62 | GLW | CORNING INC | 0.31% | New | 2,971,813 | $52.96M | $17.82 | No quote |
| 63 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.30% | Reduce -0.6% | 1,428,894 | $51.77M | $36.23 | No quote |
| 64 | AET | AETNA INC | 0.29% | Reduce -2.8% | 733,946 | $50.34M | No quote | No quote |
| 65 | FITB | FIFTH THIRD BANCORP | 0.29% | Reduce -0.4% | 2,368,300 | $49.81M | $21.03 | No quote |
| 66 | IM | INGRAM MICRO INC CL-A | 0.29% | Reduce -7.5% | 2,096,169 | $49.18M | No quote | No quote |
| 67 | DAN | DANA HOLDING CORP | 0.28% | Add +38.2% | 2,414,609 | $47.38M | No quote | No quote |
| 68 | TAP | MOLSON COORS BREWING CO. -B | 0.26% | Reduce -0.6% | 790,600 | $44.39M | $56.15 | No quote |
| 69 | TTEK | TETRA TECH INC | 0.24% | Add +148.5% | 1,467,594 | $41.06M | $27.98 | No quote |
| 70 | HPT | HOSPITALITY PROPERTIES TRUST | 0.24% | Reduce -13.3% | 1,504,933 | $40.68M | No quote | No quote |
| 71 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.23% | Add +0.5% | 971,374 | $40.13M | No quote | No quote |
| 72 | ARGO | ARGO GROUP INTERNATIONAL | 0.23% | Reduce -0.6% | 840,198 | $39.06M | No quote | No quote |
| 73 | CNW | CON-WAY INC | 0.23% | Reduce -10.8% | 979,301 | $38.89M | No quote | No quote |
| 74 | MUSA | MURPHY USA INC | 0.22% | New | 915,399 | $38.04M | $41.56 | No quote |
| 75 | WCG | WELLCARE HEALTH PLANS INC | 0.22% | Reduce -10.3% | 529,860 | $37.31M | No quote | No quote |
| 76 | AXE | ANIXTER INTERNATIONAL INC | 0.21% | Reduce -15.1% | 398,159 | $35.77M | No quote | No quote |
| 77 | BRC | BRADY CORP CL A | 0.21% | Reduce -18.3% | 1,144,940 | $35.41M | $30.93 | No quote |
| 78 | TMUS | T MOBILE US INC | 0.21% | Reduce -0.7% | 1,050,850 | $35.35M | $33.64 | No quote |
| 79 | BXS | BANCORPSOUTH INC | 0.21% | Reduce -15.1% | 1,383,593 | $35.17M | No quote | No quote |
| 80 | AEL | AMERICAN EQUITY INVT LIFE | 0.20% | Reduce -15.5% | 1,330,127 | $35.09M | No quote | No quote |
| 81 | BBCN | BBCN BANCORP INC | 0.20% | Add +0.0% | 2,078,726 | $34.49M | No quote | No quote |
| 82 | DIOD | DIODES INC. | 0.20% | Add +15.4% | 1,429,730 | $33.68M | $23.56 | No quote |
| 83 | WOOF | VCA ANTECH INC | 0.20% | Add +0.4% | 1,065,569 | $33.42M | No quote | No quote |
| 84 | TPC | TUTOR PERINI CORP | 0.19% | Add +0.1% | 1,250,819 | $32.9M | $26.30 | No quote |
| 85 | TCF | TCF FINANCIAL CORP | 0.19% | Add +0.3% | 1,990,640 | $32.35M | No quote | No quote |
| 86 | UPBD | RENT A CENTER INC | 0.19% | Add +0.8% | 954,853 | $31.84M | $33.34 | No quote |
| 87 | WBS | WEBSTER FINANCIAL CORP. | 0.18% | Add +0.6% | 1,012,589 | $31.57M | $31.18 | No quote |
| 88 | PRI | PRIMERICA INC | 0.18% | Reduce -10.4% | 724,055 | $31.07M | $42.91 | No quote |
| 89 | PIPR | PIPER JAFFRAY COS | 0.17% | Add +73.3% | 752,901 | $29.78M | $39.55 | No quote |
| 90 | ATU | ACTUANT CORP- A | 0.17% | Reduce -7.6% | 793,849 | $29.09M | No quote | No quote |
| 91 | NSIT | INSIGHT ENTERPRISES INC | 0.16% | Reduce -3.8% | 1,237,693 | $28.11M | $22.71 | No quote |
| 92 | NPBC | NATIONAL PENN BANCSHARES INC | 0.16% | Add +1.4% | 2,480,323 | $28.1M | No quote | No quote |
| 93 | CHE | CHEMED CORP | 0.16% | Add +0.4% | 362,343 | $27.76M | No quote | No quote |
| 94 | JNY | JONES GROUP INC | 0.16% | Reduce -0.2% | 1,837,433 | $27.49M | No quote | No quote |
| 95 | RDUS | SCHNITZER STEEL INDS INC - A | 0.16% | Add +112.9% | 838,207 | $27.38M | No quote | No quote |
| 96 | PHH | PHH CORP | 0.15% | Reduce -0.1% | 1,083,788 | $26.39M | No quote | No quote |
| 97 | GFF | GRIFFON CORPORATION | 0.15% | Add +0.6% | 1,958,937 | $25.88M | $13.21 | No quote |
| 98 | EGL | ENGILITY HOLDINGS INC | 0.15% | Add +0.6% | 771,731 | $25.78M | No quote | No quote |
| 99 | MATW | MATTHEWS INTL CORP - CL A | 0.15% | Add +0.4% | 588,536 | $25.08M | $42.61 | No quote |
| 100 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.14% | Add +0.7% | 2,144,094 | $24.76M | $11.55 | No quote |
| 101 | MWW | MONSTER WORLDWIDE INC | 0.13% | Reduce -5.7% | 3,238,671 | $23.09M | No quote | No quote |
| 102 | HHS | HARTE-HANKS INC. | 0.13% | Reduce -9.9% | 2,914,559 | $22.79M | No quote | No quote |
| 103 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.13% | Add +354.2% | 2,908,950 | $22.6M | $7.77 | No quote |
| 104 | LLY | LILLY ELI | 0.13% | Reduce -0.3% | 432,150 | $22.04M | $51.00 | No quote |
| 105 | MWA | MUELLER WATER PRODUCTS INC | 0.13% | Reduce -0.1% | 2,306,217 | $21.61M | No quote | No quote |
| 106 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.12% | Add +3.9% | 2,554,462 | $21M | No quote | No quote |
| 107 | ARO | AEROPOSTALE INC. | 0.11% | Add +0.9% | 2,143,973 | $19.49M | No quote | No quote |
| 108 | CMCO | COLUMBUS MCKINNON CORP | 0.11% | New | 701,904 | $19.05M | $27.14 | No quote |
| 109 | MLKN | HERMAN MILLER INC | 0.11% | Reduce -12.2% | 640,720 | $18.91M | $29.52 | No quote |
| 110 | SNV | SYNOVUS FINANCIAL CORP | 0.11% | Add +0.8% | 5,211,566 | $18.76M | No quote | No quote |
| 111 | FMBI | FIRST MIDWEST BANCORP INC | 0.11% | Add +17.0% | 1,058,209 | $18.55M | No quote | No quote |
| 112 | ON | ON SEMICONDUCTOR CORP | 0.10% | New | 2,072,956 | $17.08M | $8.24 | No quote |
| 113 | WSFS | WSFS FINANCIAL CORP | 0.09% | Reduce -0.5% | 200,545 | $15.55M | $77.53 | No quote |
| 114 | RNR | RENAISSANCE RE HLDGS LTD | 0.08% | Reduce -10.6% | 143,036 | $13.92M | $97.34 | No quote |
| 115 | ACM | AECOM TECHNOLOGY CORP | 0.07% | Add +5.3% | 384,425 | $11.31M | $29.43 | No quote |
| 116 | PG | PROCTER & GAMBLE COMPANY | 0.05% | Add +32.0% | 110,062 | $8.96M | $81.41 | No quote |
| 117 | TMK | TORCHMARK CORP | 0.05% | - | 105,824 | $8.27M | No quote | No quote |
| 118 | PL | PROTECTIVE LIFE CORP | 0.05% | Reduce -64.3% | 153,948 | $7.8M | $50.66 | No quote |
| 119 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.04% | Add +193.7% | 385,844 | $6.73M | $17.44 | No quote |
| 120 | USTR | UNITED STATIONERS INC | 0.04% | Reduce -71.3% | 139,595 | $6.41M | No quote | No quote |
| 121 | VR | VALIDUS HOLDINGS LTD | 0.03% | Add +2.6% | 148,216 | $5.97M | No quote | No quote |
| 122 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.03% | Add +272.9% | 1,188,100 | $5.7M | $4.80 | No quote |
| 123 | TEX | TEREX CORP | 0.03% | New | 126,294 | $5.3M | $41.99 | No quote |
| 124 | SRI | STONERIDGE INC | 0.03% | New | 345,018 | $4.4M | No quote | No quote |
| 125 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | New | 83,025 | $3.79M | $45.70 | No quote |
| 126 | BPOP | POPULAR INC. | 0.02% | Add +32.9% | 111,303 | $3.2M | No quote | No quote |
| 127 | SXCL | STEEL EXCEL INC | 0.01% | - | 81,567 | $2.41M | No quote | No quote |
| 128 | NOC | NORTHROP GRUMMAN CORP | 0.01% | Reduce -97.8% | 19,216 | $2.2M | $114.59 | No quote |
| 129 | E | ENI SPA -SPONSORED ADR | 0.01% | Add +11.4% | 27,500 | $1.33M | No quote | No quote |
| 130 | HAL | HALLIBURTON CO | 0.00% | - | 5,050 | $256K | $50.69 | No quote |
| 138 | VCI | VALASSIS COMMUNICATIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | SKX | SKECHERS USA INC.- CL A | - | Sold | 0 | $0 | No quote | No quote |
| 136 | HII | HUNTINGTON INGALLS INDUSTRIES | - | Sold | 0 | $0 | No quote | No quote |
| 135 | NVRI | HARSCO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 134 | FRX | FOREST LABORATORIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 133 | DELL | DELL INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | CW | CURTISS-WRIGHT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 131 | APOL | APOLLO GROUP INC - CL A | - | Sold | 0 | $0 | No quote | No quote |