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 88 of 150 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 5.01% | Reduce -11.7% | 27,025,248 | $874.54M | $32.36 | No quote |
| 2 | ORCL | ORACLE CORP | 3.46% | Reduce -13.8% | 14,734,795 | $602.8M | $40.91 | No quote |
| 3 | BHI | BAKER HUGHES INC | 3.32% | Reduce -8.2% | 8,907,656 | $579.18M | No quote | No quote |
| 4 | BP | BP PLC - SPONS ADR | 3.00% | Add +0.2% | 10,891,504 | $523.88M | $48.10 | No quote |
| 5 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.89% | Reduce -1.2% | 6,911,709 | $504.97M | No quote | No quote |
| 6 | AIG | AMERICAN INTERNATIONAL GROUP | 2.88% | Reduce -2.6% | 10,030,795 | $501.64M | $50.01 | No quote |
| 7 | OMC | OMNICOM GROUP | 2.72% | Reduce -5.4% | 6,544,833 | $475.16M | $72.60 | No quote |
| 8 | C | CITIGROUP INC | 2.72% | Add +24.2% | 9,974,473 | $474.79M | $47.60 | No quote |
| 9 | MSFT | MICROSOFT CORP | 2.53% | Reduce -1.7% | 10,758,726 | $441M | $40.99 | No quote |
| 10 | BAC | BANK OF AMERICA CORP | 2.49% | Reduce -3.6% | 25,296,661 | $435.1M | $17.20 | No quote |
| 11 | CI | CIGNA CORP | 2.31% | Add +16.4% | 4,823,204 | $403.85M | $83.73 | No quote |
| 12 | MS | MORGAN STANLEY | 2.19% | Reduce -1.6% | 12,280,237 | $382.78M | $31.17 | No quote |
| 13 | NWSA | NEWS CORP - CLASS A | 2.13% | Add +35.2% | 21,618,548 | $372.27M | $17.22 | No quote |
| 14 | XOM | EXXON MOBIL CORP | 2.08% | Add +6.1% | 3,715,591 | $362.94M | $97.68 | No quote |
| 15 | SPLS | STAPLES INC | 2.07% | Add +7.2% | 31,883,452 | $361.56M | No quote | No quote |
| 16 | JPM | JP MORGAN CHASE & CO | 2.04% | Reduce -2.4% | 5,863,895 | $356M | $60.71 | No quote |
| 17 | PH | PARKER HANNIFIN CORPORATION | 2.02% | Reduce -4.0% | 2,944,096 | $352.44M | $119.71 | No quote |
| 18 | INTC | INTEL CORPORATION | 1.95% | Add +39.9% | 13,169,524 | $339.91M | $25.81 | No quote |
| 19 | MET | METLIFE INC | 1.87% | Reduce -1.1% | 6,165,962 | $325.56M | $52.80 | No quote |
| 20 | STT | STATE STREET CORP | 1.84% | Add +42.1% | 4,618,131 | $321.19M | $69.55 | No quote |
| 21 | PNC | PNC FINANCIAL SERVICES | 1.73% | Reduce -2.9% | 3,477,644 | $302.56M | $87.00 | No quote |
| 22 | VOYA | ING US INC | 1.71% | Add +13.2% | 8,238,533 | $298.81M | $36.27 | No quote |
| 23 | BDX | BECTON DICKINSON & CO | 1.70% | Reduce -3.7% | 2,537,209 | $297.06M | $117.08 | No quote |
| 24 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.70% | Add +18.8% | 3,624,742 | $295.85M | No quote | No quote |
| 25 | UBS | UBS AG | 1.68% | Reduce -2.8% | 14,169,028 | $293.58M | $20.72 | No quote |
| 26 | GS | GOLDMAN SACHS GROUP INC | 1.63% | Reduce -2.6% | 1,734,213 | $284.15M | $163.85 | No quote |
| 27 | ABT | ABBOTT LABORATORIES | 1.53% | Add +7.9% | 6,934,282 | $267.04M | $38.51 | No quote |
| 28 | GM | GENERAL MOTORS CO | 1.48% | Add +6.2% | 7,506,631 | $258.38M | $34.42 | No quote |
| 29 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.47% | Add +0.6% | 5,577,515 | $255.73M | $45.85 | No quote |
| 30 | IVZ | INVESCO LTD | 1.38% | Reduce -9.0% | 6,508,696 | $240.82M | $37.00 | No quote |
| 31 | ETR | ENTERGY CORP | 1.37% | Reduce -4.4% | 3,579,922 | $239.32M | No quote | No quote |
| 32 | GLW | CORNING INC | 1.33% | Add +274.0% | 11,113,952 | $231.39M | $20.82 | No quote |
| 33 | AVT | AVNET INC | 1.30% | Add +3.2% | 4,874,652 | $226.82M | $46.53 | No quote |
| 34 | IPG | INTERPUBLIC GROUP OF COS INC | 1.29% | Add +14.9% | 13,095,449 | $224.46M | No quote | No quote |
| 35 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.27% | Reduce -6.2% | 2,256,910 | $221.65M | $98.21 | No quote |
| 36 | WSH | WILLIS GROUP HOLDINGS LTD | 1.24% | Add +5.1% | 4,911,399 | $216.74M | No quote | No quote |
| 37 | MAS | MASCO CORP | 1.13% | Reduce -1.0% | 8,857,969 | $196.74M | $22.21 | No quote |
| 38 | CMA | COMERICA INC | 1.11% | Reduce -3.4% | 3,730,059 | $193.22M | No quote | No quote |
| 39 | WFC | WELLS FARGO CO | 1.01% | Reduce -10.7% | 3,554,823 | $176.82M | $49.74 | No quote |
| 40 | TEL | TE CONNECTIVITY LTD. | 0.99% | Reduce -35.9% | 2,880,432 | $173.43M | $60.21 | No quote |
| 41 | BEN | FRANKLIN RESOURCES INC. | 0.97% | Reduce -2.8% | 3,138,724 | $170.06M | $54.18 | No quote |
| 42 | PRE | PARTNERRE LTD | 0.92% | Add +2.1% | 1,546,777 | $160.09M | No quote | No quote |
| 43 | NWS | NEWS CORP - CLASS B | 0.60% | Reduce -2.4% | 6,291,920 | $105.08M | $16.70 | No quote |
| 44 | WMT | WAL-MART STORES | 0.56% | Add +25.8% | 1,288,713 | $98.5M | $76.43 | No quote |
| 45 | SPN | SUPERIOR ENERGY SERVICES INC | 0.56% | Add +7.7% | 3,161,577 | $97.25M | No quote | No quote |
| 46 | APA | APACHE CORP | 0.53% | Add +17.7% | 1,113,734 | $92.38M | $82.95 | No quote |
| 47 | ON | ON SEMICONDUCTOR CORP | 0.51% | Add +353.1% | 9,392,052 | $88.29M | $9.40 | No quote |
| 48 | CSCO | CISCO SYSTEMS INC | 0.49% | Reduce -0.1% | 3,825,300 | $85.73M | $22.41 | No quote |
| 49 | JNJ | JOHNSON & JOHNSON | 0.49% | Add +0.2% | 868,139 | $85.28M | $98.23 | No quote |
| 50 | KSS | KOHLS CORP | 0.45% | Add +3.2% | 1,391,675 | $79.05M | No quote | No quote |
| 51 | LM | LEGG MASON INC | 0.43% | Reduce -9.3% | 1,535,849 | $75.32M | No quote | No quote |
| 52 | AIZ | ASSURANT INC | 0.42% | Add +2.8% | 1,121,234 | $72.84M | No quote | No quote |
| 53 | KEY | KEY CORP | 0.37% | Reduce -33.5% | 4,536,975 | $64.61M | $14.24 | No quote |
| 54 | RF | REGIONS FINL CORP | 0.37% | Add +3.2% | 5,770,361 | $64.11M | $11.11 | No quote |
| 55 | ALL | ALLSTATE CORP | 0.35% | Add +4.3% | 1,071,697 | $60.64M | $56.58 | No quote |
| 56 | URS | URS CORP | 0.34% | Add +13.4% | 1,245,093 | $58.59M | No quote | No quote |
| 57 | AET | AETNA INC | 0.33% | Add +5.8% | 776,431 | $58.21M | No quote | No quote |
| 58 | FITB | FIFTH THIRD BANCORP | 0.32% | Add +4.3% | 2,469,250 | $56.67M | $22.95 | No quote |
| 59 | DGX | QUEST DIAGNOSTICS | 0.32% | Reduce -20.0% | 972,200 | $56.31M | $57.92 | No quote |
| 60 | DLPH | DELPHI AUTOMOTIVE PLC | 0.32% | Reduce -66.3% | 829,678 | $56.3M | No quote | No quote |
| 61 | DOOR | MASONITE INTERNATIONAL CORP | 0.32% | Reduce -2.5% | 973,695 | $55.03M | No quote | No quote |
| 62 | TEX | TEREX CORP | 0.31% | Add +874.4% | 1,230,566 | $54.51M | $44.30 | No quote |
| 63 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.30% | Add +4.8% | 1,497,369 | $52.81M | $35.27 | No quote |
| 64 | DAN | DANA HOLDING CORP | 0.30% | Reduce -6.8% | 2,249,595 | $52.35M | No quote | No quote |
| 65 | OC | OWENS CORNING | 0.30% | Reduce -11.1% | 1,202,105 | $51.9M | $43.17 | No quote |
| 66 | HPT | HOSPITALITY PROPERTIES TRUST | 0.28% | Add +13.4% | 1,706,653 | $49.02M | No quote | No quote |
| 67 | CNW | CON-WAY INC | 0.28% | Add +21.5% | 1,189,444 | $48.86M | No quote | No quote |
| 68 | TAP | MOLSON COORS BREWING CO. -B | 0.27% | Reduce -0.1% | 789,850 | $46.49M | $58.86 | No quote |
| 69 | LLL | L-3 COMMUNICATIONS | 0.26% | Reduce -78.2% | 383,648 | $45.33M | No quote | No quote |
| 70 | MUSA | MURPHY USA INC | 0.25% | Add +17.7% | 1,077,569 | $43.74M | $40.59 | No quote |
| 71 | PIPR | PIPER JAFFRAY COS | 0.25% | Add +24.9% | 939,963 | $43.05M | $45.80 | No quote |
| 72 | DIOD | DIODES INC. | 0.25% | Add +15.1% | 1,645,500 | $42.98M | $26.12 | No quote |
| 73 | BRC | BRADY CORP CL A | 0.24% | Add +32.4% | 1,515,363 | $41.14M | $27.15 | No quote |
| 74 | UPBD | RENT A CENTER INC | 0.23% | Add +60.6% | 1,533,547 | $40.79M | $26.60 | No quote |
| 75 | GD | GENERAL DYNAMICS CORP | 0.23% | Reduce -35.3% | 367,625 | $40.04M | $108.92 | No quote |
| 76 | PRI | PRIMERICA INC | 0.23% | Add +16.7% | 844,745 | $39.8M | $47.11 | No quote |
| 77 | TTEK | TETRA TECH INC | 0.22% | Reduce -10.8% | 1,308,457 | $38.72M | $29.59 | No quote |
| 78 | ARGO | ARGO GROUP INTERNATIONAL | 0.21% | Reduce -2.8% | 816,406 | $37.47M | No quote | No quote |
| 79 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.21% | Reduce -2.9% | 943,737 | $37.47M | No quote | No quote |
| 80 | ATU | ACTUANT CORP- A | 0.21% | Add +37.3% | 1,090,284 | $37.23M | No quote | No quote |
| 81 | WCG | WELLCARE HEALTH PLANS INC | 0.21% | Add +8.4% | 574,333 | $36.48M | No quote | No quote |
| 82 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.20% | Add +32.0% | 3,840,050 | $35.48M | $9.24 | No quote |
| 83 | TPC | TUTOR PERINI CORP | 0.20% | Reduce -3.9% | 1,201,649 | $34.45M | $28.67 | No quote |
| 84 | BBCN | BBCN BANCORP INC | 0.20% | Reduce -4.1% | 1,993,124 | $34.16M | No quote | No quote |
| 85 | SNV | SYNOVUS FINANCIAL CORP | 0.20% | Add +93.1% | 10,064,075 | $34.12M | No quote | No quote |
| 86 | IM | INGRAM MICRO INC CL-A | 0.20% | Reduce -45.1% | 1,151,280 | $34.03M | No quote | No quote |
| 87 | WBS | WEBSTER FINANCIAL CORP. | 0.19% | Add +8.0% | 1,093,314 | $33.96M | $31.06 | No quote |
| 88 | NPBC | NATIONAL PENN BANCSHARES INC | 0.18% | Add +23.4% | 3,061,223 | $31.99M | No quote | No quote |
| 89 | TCF | TCF FINANCIAL CORP | 0.18% | Reduce -3.6% | 1,918,296 | $31.96M | No quote | No quote |
| 90 | CHE | CHEMED CORP | 0.18% | Reduce -4.2% | 347,051 | $31.04M | No quote | No quote |
| 91 | ASB | ASSOCIATED BANC CORP | 0.17% | New | 1,687,823 | $30.48M | $18.06 | No quote |
| 92 | NSIT | INSIGHT ENTERPRISES INC | 0.17% | Reduce -3.1% | 1,198,988 | $30.11M | $25.11 | No quote |
| 93 | AEL | AMERICAN EQUITY INVT LIFE | 0.17% | Reduce -5.8% | 1,252,453 | $29.58M | No quote | No quote |
| 94 | CMCO | COLUMBUS MCKINNON CORP | 0.16% | Add +46.7% | 1,029,573 | $27.58M | $26.79 | No quote |
| 95 | PHH | PHH CORP | 0.15% | Reduce -4.5% | 1,035,567 | $26.76M | No quote | No quote |
| 96 | LLY | LILLY ELI | 0.15% | Reduce -0.1% | 431,625 | $25.41M | $58.86 | No quote |
| 97 | WOOF | VCA ANTECH INC | 0.14% | Reduce -28.3% | 764,519 | $24.64M | No quote | No quote |
| 98 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.14% | Reduce -2.9% | 2,081,578 | $24.46M | $11.75 | No quote |
| 99 | RDUS | SCHNITZER STEEL INDS INC - A | 0.14% | Reduce -1.1% | 828,741 | $23.91M | No quote | No quote |
| 100 | MWW | MONSTER WORLDWIDE INC | 0.14% | Reduce -2.4% | 3,159,782 | $23.64M | No quote | No quote |
| 101 | SRI | STONERIDGE INC | 0.13% | Add +499.3% | 2,067,707 | $23.22M | No quote | No quote |
| 102 | MATW | MATTHEWS INTL CORP - CL A | 0.13% | Reduce -3.6% | 567,120 | $23.14M | $40.81 | No quote |
| 103 | GFF | GRIFFON CORPORATION | 0.13% | Reduce -1.5% | 1,929,351 | $23.04M | $11.94 | No quote |
| 104 | MWA | MUELLER WATER PRODUCTS INC | 0.12% | Reduce -6.6% | 2,154,405 | $20.47M | No quote | No quote |
| 105 | MLKN | HERMAN MILLER INC | 0.12% | Reduce -2.4% | 625,294 | $20.09M | $32.13 | No quote |
| 106 | ARW | ARROW ELECTRONICS INC | 0.11% | New | 336,650 | $19.98M | $59.36 | No quote |
| 107 | RNR | RENAISSANCE RE HLDGS LTD | 0.11% | Add +40.5% | 200,949 | $19.61M | $97.60 | No quote |
| 108 | FMBI | FIRST MIDWEST BANCORP INC | 0.10% | Reduce -1.1% | 1,047,099 | $17.88M | No quote | No quote |
| 109 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.10% | Reduce -6.2% | 2,395,685 | $17.82M | No quote | No quote |
| 110 | ACM | AECOM TECHNOLOGY CORP | 0.10% | Add +37.4% | 528,256 | $16.99M | $32.17 | No quote |
| 111 | USTR | UNITED STATIONERS INC | 0.10% | Add +191.0% | 406,203 | $16.68M | No quote | No quote |
| 112 | WSFS | WSFS FINANCIAL CORP | 0.08% | Reduce -5.1% | 190,301 | $13.59M | $71.43 | No quote |
| 113 | EGL | ENGILITY HOLDINGS INC | 0.06% | Reduce -67.4% | 251,366 | $11.32M | No quote | No quote |
| 114 | VR | VALIDUS HOLDINGS LTD | 0.06% | Add +94.0% | 287,595 | $10.85M | No quote | No quote |
| 115 | PG | PROCTER & GAMBLE COMPANY | 0.05% | Add +3.8% | 114,251 | $9.21M | $80.60 | No quote |
| 116 | TMK | TORCHMARK CORP | 0.05% | Add +0.3% | 106,124 | $8.35M | No quote | No quote |
| 117 | KBR | KBR INC | 0.05% | New | 311,475 | $8.31M | $26.68 | No quote |
| 118 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.04% | Add +0.7% | 388,650 | $7.78M | $20.02 | No quote |
| 119 | BXS | BANCORPSOUTH INC | 0.04% | Reduce -80.5% | 269,735 | $6.73M | No quote | No quote |
| 120 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.04% | Add +0.8% | 1,197,375 | $6.65M | $5.55 | No quote |
| 121 | MUR | MURPHY OIL CORP | 0.04% | New | 98,495 | $6.19M | $62.86 | No quote |
| 122 | EXC | EXELON CORP | 0.03% | New | 149,382 | $5.01M | No quote | No quote |
| 123 | FE | FIRSTENERGY CORP | 0.03% | New | 144,650 | $4.92M | $34.03 | No quote |
| 124 | JBL | JABIL CIRCUIT INC | 0.03% | New | 271,400 | $4.89M | $18.00 | No quote |
| 125 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.03% | Add +21.0% | 100,475 | $4.42M | $43.95 | No quote |
| 126 | RDC | ROWAN COMPANIES PLC - A | 0.02% | New | 128,496 | $4.33M | No quote | No quote |
| 127 | BPOP | POPULAR INC. | 0.02% | - | 111,303 | $3.45M | No quote | No quote |
| 128 | SYA | SYMETRA FINANCIAL CORP | 0.02% | New | 167,550 | $3.32M | No quote | No quote |
| 129 | PGR | PROGRESSIVE CORP | 0.02% | New | 136,200 | $3.3M | $24.22 | No quote |
| 130 | EG | EVEREST RE GROUP LTD | 0.02% | New | 17,800 | $2.72M | $153.03 | No quote |
| 131 | WDC | WESTERN DIGITAL CORP | 0.01% | New | 28,400 | $2.61M | $91.83 | No quote |
| 132 | K | KELLOGG COMPANY | 0.01% | New | 41,541 | $2.61M | No quote | No quote |
| 133 | SXCL | STEEL EXCEL INC | 0.01% | Reduce -0.5% | 81,192 | $2.6M | No quote | No quote |
| 134 | ASH | ASHLAND INC | 0.01% | New | 25,600 | $2.55M | $99.49 | No quote |
| 135 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.01% | New | 47,200 | $2.54M | No quote | No quote |
| 136 | EPR | EPR PROPERTIES | 0.01% | New | 47,200 | $2.52M | No quote | No quote |
| 137 | RRX | REGAL BELOIT CORP | 0.01% | New | 34,400 | $2.5M | $72.70 | No quote |
| 138 | IGT | INTERNATIONAL GAME TECHNOLOGY | 0.01% | New | 168,800 | $2.37M | No quote | No quote |
| 139 | NOC | NORTHROP GRUMMAN CORP | 0.01% | Reduce -0.2% | 19,184 | $2.37M | $123.38 | No quote |
| 140 | TECD | TECH DATA CORP | 0.01% | New | 36,375 | $2.22M | No quote | No quote |
| 141 | E | ENI SPA -SPONSORED ADR | 0.01% | - | 27,500 | $1.38M | No quote | No quote |
| 142 | TMUS | T MOBILE US INC | 0.00% | Reduce -98.3% | 17,600 | $581K | $33.01 | No quote |
| 143 | PL | PROTECTIVE LIFE CORP | 0.00% | Reduce -94.0% | 9,275 | $488K | $52.61 | No quote |
| 144 | ACE | ACE LTD | 0.00% | New | 3,342 | $331K | No quote | No quote |
| 145 | HHS | HARTE-HANKS INC. | 0.00% | Reduce -98.8% | 36,124 | $319K | No quote | No quote |
| 146 | HAL | HALLIBURTON CO | 0.00% | - | 5,050 | $297K | $58.81 | No quote |
| 150 | JNY | JONES GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 149 | GOOGL | GOOGLE INC. | - | Sold | 0 | $0 | No quote | No quote |
| 148 | AXE | ANIXTER INTERNATIONAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 147 | ARO | AEROPOSTALE INC. | - | Sold | 0 | $0 | No quote | No quote |