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 84 of 153 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 4.55% | Reduce -10.0% | 24,317,414 | $819.01M | $33.68 | No quote |
| 2 | RDSA | ROYAL DUTCH SHELL PLC ADR | 3.18% | Add +0.5% | 6,945,699 | $572.12M | No quote | No quote |
| 3 | BP | BP PLC - SPONS ADR | 3.13% | Reduce -1.9% | 10,679,954 | $563.37M | $52.75 | No quote |
| 4 | AIG | AMERICAN INTERNATIONAL GROUP | 2.98% | Reduce -2.0% | 9,825,424 | $536.27M | $54.58 | No quote |
| 5 | INTC | INTEL CORPORATION | 2.80% | Add +24.0% | 16,333,339 | $504.7M | $30.90 | No quote |
| 6 | ORCL | ORACLE CORP | 2.76% | Reduce -16.7% | 12,273,978 | $497.46M | $40.53 | No quote |
| 7 | CI | CIGNA CORP | 2.70% | Add +9.5% | 5,281,715 | $485.76M | $91.97 | No quote |
| 8 | BAC | BANK OF AMERICA CORP | 2.68% | Add +24.3% | 31,436,311 | $483.18M | $15.37 | No quote |
| 9 | C | CITIGROUP INC | 2.63% | Add +0.9% | 10,068,251 | $474.22M | $47.10 | No quote |
| 10 | OMC | OMNICOM GROUP | 2.59% | Add +0.2% | 6,558,083 | $467.07M | $71.22 | No quote |
| 11 | MSFT | MICROSOFT CORP | 2.37% | Reduce -4.8% | 10,241,463 | $427.07M | $41.70 | No quote |
| 12 | XOM | EXXON MOBIL CORP | 2.35% | Add +13.3% | 4,211,548 | $424.02M | $100.68 | No quote |
| 13 | NWSA | NEWS CORP - CLASS A | 2.35% | Add +9.3% | 23,617,742 | $423.7M | $17.94 | No quote |
| 14 | MS | MORGAN STANLEY | 2.33% | Add +5.5% | 12,957,017 | $418.9M | $32.33 | No quote |
| 15 | STT | STATE STREET CORP | 2.17% | Add +25.9% | 5,814,240 | $391.07M | $67.26 | No quote |
| 16 | BHI | BAKER HUGHES INC | 2.12% | Reduce -42.4% | 5,133,571 | $382.19M | No quote | No quote |
| 17 | JPM | JP MORGAN CHASE & CO | 2.01% | Add +7.0% | 6,272,406 | $361.42M | $57.62 | No quote |
| 18 | PH | PARKER HANNIFIN CORPORATION | 2.00% | Reduce -2.5% | 2,870,465 | $360.9M | $125.73 | No quote |
| 19 | SPLS | STAPLES INC | 1.97% | Add +2.8% | 32,759,270 | $355.11M | No quote | No quote |
| 20 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.96% | Add +8.8% | 3,944,455 | $353.11M | No quote | No quote |
| 21 | MET | METLIFE INC | 1.88% | Reduce -0.9% | 6,109,317 | $339.43M | $55.56 | No quote |
| 22 | GS | GOLDMAN SACHS GROUP INC | 1.77% | Add +9.5% | 1,898,978 | $317.97M | $167.44 | No quote |
| 23 | VOYA | VOYA FINANCIAL INC. | 1.76% | New | 8,746,768 | $317.86M | $36.34 | No quote |
| 24 | BDX | BECTON DICKINSON & CO | 1.71% | Add +2.5% | 2,600,468 | $307.64M | $118.30 | No quote |
| 25 | IPG | INTERPUBLIC GROUP OF COS INC | 1.70% | Add +20.2% | 15,735,405 | $307M | No quote | No quote |
| 26 | ABT | ABBOTT LABORATORIES | 1.63% | Add +3.8% | 7,197,691 | $294.39M | $40.90 | No quote |
| 27 | PNC | PNC FINANCIAL SERVICES | 1.52% | Reduce -11.8% | 3,068,684 | $273.27M | $89.05 | No quote |
| 28 | GM | GENERAL MOTORS CO | 1.51% | Reduce -0.4% | 7,475,961 | $271.38M | $36.30 | No quote |
| 29 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.50% | Add +9.7% | 6,116,467 | $270.84M | $44.28 | No quote |
| 30 | UBS | UBS AG | 1.41% | Reduce -2.0% | 13,879,543 | $254.27M | $18.32 | No quote |
| 31 | WSH | WILLIS GROUP HOLDINGS LTD | 1.34% | Add +13.6% | 5,577,087 | $241.49M | No quote | No quote |
| 32 | MAS | MASCO CORP | 1.33% | Add +22.1% | 10,814,171 | $240.08M | $22.20 | No quote |
| 33 | GLW | CORNING INC | 1.24% | Reduce -8.7% | 10,149,295 | $222.78M | $21.95 | No quote |
| 34 | AVT | AVNET INC | 1.19% | Reduce -0.5% | 4,849,354 | $214.88M | $44.31 | No quote |
| 35 | BEN | FRANKLIN RESOURCES INC. | 1.01% | Add +0.4% | 3,150,471 | $182.22M | $57.84 | No quote |
| 36 | CMA | COMERICA INC | 0.98% | Reduce -5.7% | 3,518,311 | $176.48M | No quote | No quote |
| 37 | WFC | WELLS FARGO CO | 0.95% | Reduce -8.1% | 3,267,447 | $171.74M | $52.56 | No quote |
| 38 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.94% | Reduce -26.7% | 1,654,529 | $169.42M | $102.40 | No quote |
| 39 | PRE | PARTNERRE LTD | 0.93% | Reduce -0.8% | 1,533,562 | $167.48M | No quote | No quote |
| 40 | ETR | ENTERGY CORP | 0.75% | Reduce -54.1% | 1,644,594 | $135.01M | No quote | No quote |
| 41 | TEL | TE CONNECTIVITY LTD. | 0.74% | Reduce -24.9% | 2,164,740 | $133.87M | $61.84 | No quote |
| 42 | JNJ | JOHNSON & JOHNSON | 0.67% | Add +33.1% | 1,155,666 | $120.91M | $104.62 | No quote |
| 43 | SPN | SUPERIOR ENERGY SERVICES INC | 0.60% | Reduce -6.1% | 2,969,760 | $107.33M | No quote | No quote |
| 44 | ON | ON SEMICONDUCTOR CORP | 0.59% | Add +24.1% | 11,653,082 | $106.51M | $9.14 | No quote |
| 45 | MUR | MURPHY OIL CORP | 0.58% | Add +1495.8% | 1,571,830 | $104.5M | $66.48 | No quote |
| 46 | WMT | WAL-MART STORES | 0.57% | Add +6.0% | 1,365,763 | $102.53M | $75.07 | No quote |
| 47 | NWS | NEWS CORP - CLASS B | 0.57% | Reduce -6.7% | 5,870,845 | $102.45M | $17.45 | No quote |
| 48 | APA | APACHE CORP | 0.56% | Reduce -10.2% | 1,000,631 | $100.68M | $100.62 | No quote |
| 49 | K | KELLOGG COMPANY | 0.50% | Add +3231.2% | 1,383,828 | $90.92M | No quote | No quote |
| 50 | XL | XL GROUP PLC | 0.47% | New | 2,584,925 | $84.61M | No quote | No quote |
| 51 | KSS | KOHLS CORP | 0.44% | Add +7.4% | 1,494,500 | $78.73M | No quote | No quote |
| 52 | PGR | PROGRESSIVE CORP | 0.41% | Add +2050.2% | 2,928,498 | $74.27M | $25.36 | No quote |
| 53 | KEY | KEY CORP | 0.39% | Add +8.8% | 4,938,275 | $70.77M | $14.33 | No quote |
| 54 | LAMR | LAMAR ADVERTISING CO -A | 0.38% | New | 1,290,161 | $68.38M | $53.00 | No quote |
| 55 | LM | LEGG MASON INC | 0.37% | Reduce -15.1% | 1,304,475 | $66.93M | No quote | No quote |
| 56 | AET | AETNA INC | 0.37% | Add +6.3% | 824,931 | $66.89M | No quote | No quote |
| 57 | RF | REGIONS FINL CORP | 0.37% | Add +8.6% | 6,266,836 | $66.55M | $10.62 | No quote |
| 58 | URS | URS CORP | 0.35% | Add +11.9% | 1,392,973 | $63.87M | No quote | No quote |
| 59 | CSCO | CISCO SYSTEMS INC | 0.35% | Reduce -33.5% | 2,543,609 | $63.21M | $24.85 | No quote |
| 60 | CNW | CON-WAY INC | 0.33% | Add +0.2% | 1,191,924 | $60.09M | No quote | No quote |
| 61 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.33% | Add +9.5% | 1,640,026 | $58.73M | $35.81 | No quote |
| 62 | TEX | TEREX CORP | 0.32% | Add +15.0% | 1,415,040 | $58.16M | $41.10 | No quote |
| 63 | FITB | FIFTH THIRD BANCORP | 0.32% | Add +9.9% | 2,713,900 | $57.94M | $21.35 | No quote |
| 64 | HPT | HOSPITALITY PROPERTIES TRUST | 0.31% | Add +8.7% | 1,855,220 | $56.4M | No quote | No quote |
| 65 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.30% | Add +27.4% | 4,892,800 | $54.16M | $11.07 | No quote |
| 66 | IVZ | NVESCO LTD | 0.30% | Reduce -78.2% | 1,419,341 | $53.58M | $37.75 | No quote |
| 67 | DOOR | MASONITE INTERNATIONAL CORP | 0.30% | Reduce -2.8% | 946,782 | $53.27M | No quote | No quote |
| 68 | OC | OWENS CORNING | 0.29% | Add +12.5% | 1,351,852 | $52.29M | $38.68 | No quote |
| 69 | DAN | DANA HOLDING CORP | 0.29% | Reduce -6.5% | 2,103,116 | $51.36M | No quote | No quote |
| 70 | GNW | GENWORTH FINANCIAL INC CL A | 0.28% | New | 2,933,175 | $51.04M | No quote | No quote |
| 71 | AIZ | ASSURANT INC | 0.27% | Reduce -33.9% | 741,256 | $48.59M | No quote | No quote |
| 72 | TECD | TECH DATA CORP | 0.26% | Add +1969.0% | 752,605 | $47.05M | No quote | No quote |
| 73 | PRI | PRIMERICA INC | 0.25% | Add +9.6% | 926,192 | $44.32M | $47.85 | No quote |
| 74 | PIPR | PIPER JAFFRAY COS | 0.23% | Reduce -14.3% | 805,479 | $41.7M | $51.77 | No quote |
| 75 | USTR | UNITED STATIONERS INC | 0.22% | Add +136.1% | 959,091 | $39.77M | No quote | No quote |
| 76 | TTEK | TETRA TECH INC | 0.22% | Add +10.2% | 1,442,326 | $39.66M | $27.50 | No quote |
| 77 | ATU | ACTUANT CORP- A | 0.21% | Add +2.1% | 1,113,707 | $38.5M | No quote | No quote |
| 78 | ASB | ASSOCIATED BANC CORP | 0.21% | Add +25.5% | 2,117,748 | $38.29M | $18.08 | No quote |
| 79 | UPBD | RENT A CENTER INC | 0.21% | Reduce -13.9% | 1,319,702 | $37.85M | $28.68 | No quote |
| 80 | WBS | WEBSTER FINANCIAL CORP. | 0.21% | Add +9.8% | 1,199,998 | $37.85M | $31.54 | No quote |
| 81 | SNV | SYNOVUS FINANCIAL CORP | 0.21% | Reduce -84.7% | 1,540,945 | $37.57M | No quote | No quote |
| 82 | MUSA | MURPHY USA INC | 0.20% | Reduce -29.9% | 755,157 | $36.92M | $48.89 | No quote |
| 83 | NSIT | INSIGHT ENTERPRISES INC | 0.20% | Reduce -3.0% | 1,163,002 | $35.75M | $30.74 | No quote |
| 84 | FMBI | FIRST MIDWEST BANCORP INC | 0.18% | Add +84.6% | 1,932,666 | $32.91M | No quote | No quote |
| 85 | ARW | ARROW ELECTRONICS INC | 0.18% | Add +58.7% | 534,375 | $32.28M | $60.41 | No quote |
| 86 | NPBC | NATIONAL PENN BANCSHARES INC | 0.17% | Reduce -2.9% | 2,972,929 | $31.45M | No quote | No quote |
| 87 | TCF | TCF FINANCIAL CORP | 0.17% | Reduce -2.9% | 1,862,582 | $30.49M | No quote | No quote |
| 88 | WCG | WELLCARE HEALTH PLANS INC | 0.17% | Reduce -29.4% | 405,464 | $30.27M | No quote | No quote |
| 89 | BBCN | BBCN BANCORP INC | 0.17% | Reduce -4.8% | 1,896,716 | $30.25M | No quote | No quote |
| 90 | CMCO | COLUMBUS MCKINNON CORP | 0.17% | Add +8.6% | 1,117,917 | $30.24M | $27.05 | No quote |
| 91 | DIOD | DIODES INC. | 0.17% | Reduce -36.8% | 1,040,773 | $30.14M | $28.96 | No quote |
| 92 | AEL | AMERICAN EQUITY INVT LIFE | 0.17% | Reduce -3.3% | 1,211,573 | $29.81M | No quote | No quote |
| 93 | SYA | SYMETRA FINANCIAL CORP | 0.15% | Add +608.3% | 1,186,675 | $26.99M | No quote | No quote |
| 94 | LLY | LILLY ELI | 0.15% | Reduce -0.1% | 431,350 | $26.82M | $62.17 | No quote |
| 95 | CHE | CHEMED CORP | 0.15% | Reduce -19.0% | 281,109 | $26.35M | No quote | No quote |
| 96 | LLL | L-3 COMMUNICATIONS | 0.15% | Reduce -43.2% | 218,038 | $26.33M | No quote | No quote |
| 97 | GD | GENERAL DYNAMICS CORP | 0.14% | Reduce -39.2% | 223,500 | $26.05M | $116.55 | No quote |
| 98 | TPC | TUTOR PERINI CORP | 0.14% | Reduce -32.2% | 814,399 | $25.85M | $31.74 | No quote |
| 99 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.14% | Reduce -3.1% | 2,016,076 | $25.85M | $12.82 | No quote |
| 100 | ARGO | ARGO GROUP INTERNATIONAL | 0.14% | Reduce -38.4% | 502,711 | $25.69M | No quote | No quote |
| 101 | MATW | MATTHEWS INTL CORP - CL A | 0.14% | Add +8.4% | 614,676 | $25.55M | $41.57 | No quote |
| 102 | DGX | QUEST DIAGNOSTICS | 0.14% | Reduce -55.7% | 431,100 | $25.3M | $58.69 | No quote |
| 103 | ACM | AECOM TECHNOLOGY CORP | 0.14% | Add +43.7% | 759,150 | $24.45M | $32.20 | No quote |
| 104 | SRI | STONERIDGE INC | 0.13% | Add +7.3% | 2,218,384 | $23.78M | No quote | No quote |
| 105 | PHH | PHH CORP | 0.13% | Reduce -2.4% | 1,010,448 | $23.22M | No quote | No quote |
| 106 | GFF | GRIFFON CORPORATION | 0.13% | Reduce -3.0% | 1,871,089 | $23.2M | $12.40 | No quote |
| 107 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.12% | Add +795.2% | 422,544 | $21.8M | No quote | No quote |
| 108 | MWW | MONSTER WORLDWIDE INC | 0.12% | Add +2.0% | 3,222,853 | $21.08M | No quote | No quote |
| 109 | RDUS | SCHNITZER STEEL INDS INC - A | 0.12% | Reduce -2.8% | 805,242 | $20.99M | No quote | No quote |
| 110 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.11% | Reduce -55.2% | 422,536 | $19.19M | No quote | No quote |
| 111 | VR | VALIDUS HOLDINGS LTD | 0.10% | Add +69.1% | 486,308 | $18.6M | No quote | No quote |
| 112 | ALL | ALLSTATE CORP | 0.10% | Reduce -70.6% | 315,151 | $18.51M | $58.72 | No quote |
| 113 | KBR | KBR INC | 0.10% | Add +147.3% | 770,200 | $18.37M | $23.85 | No quote |
| 114 | MLKN | HERMAN MILLER INC | 0.10% | Reduce -3.8% | 601,632 | $18.19M | $30.24 | No quote |
| 116 | MWA | MUELLER WATER PRODUCTS INC | 0.10% | Reduce -3.0% | 2,088,783 | $18.05M | No quote | No quote |
| 115 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.10% | Add +28.6% | 3,079,648 | $18.05M | No quote | No quote |
| 117 | RNR | RENAISSANCE RE HLDGS LTD | 0.09% | Reduce -25.9% | 148,928 | $15.94M | $107.00 | No quote |
| 118 | FE | FIRSTENERGY CORP | 0.08% | Add +191.2% | 421,249 | $14.63M | $34.72 | No quote |
| 119 | ROCK | GIBRALTAR INDUSTRIES INC | 0.08% | New | 892,994 | $13.85M | No quote | No quote |
| 120 | WSFS | WSFS FINANCIAL CORP | 0.08% | Reduce -2.5% | 185,618 | $13.67M | $73.67 | No quote |
| 121 | JBL | JABIL CIRCUIT INC | 0.07% | Add +110.8% | 572,050 | $11.96M | $20.90 | No quote |
| 122 | RDC | ROWAN COMPANIES PLC - A | 0.06% | Add +176.8% | 355,650 | $11.36M | No quote | No quote |
| 123 | WOOF | VCA INC | 0.06% | Reduce -59.2% | 312,197 | $10.96M | No quote | No quote |
| 124 | PG | PROCTER & GAMBLE COMPANY | 0.06% | Add +17.6% | 134,354 | $10.56M | $78.59 | No quote |
| 125 | IM | INGRAM MICRO INC CL-A | 0.06% | Reduce -70.3% | 341,625 | $9.98M | No quote | No quote |
| 126 | TMK | TORCHMARK CORP | 0.05% | Add +5.7% | 112,149 | $9.19M | No quote | No quote |
| 127 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.05% | Reduce -0.6% | 386,375 | $8.27M | $21.39 | No quote |
| 128 | IGT | INTERNATIONAL GAME TECHNOLOGY | 0.04% | Add +200.0% | 506,350 | $8.06M | No quote | No quote |
| 130 | EXC | EXELON CORP | 0.04% | Add +43.0% | 213,642 | $7.79M | No quote | No quote |
| 129 | ASH | ASHLAND INC | 0.04% | Add +180.0% | 71,675 | $7.79M | $108.74 | No quote |
| 131 | EPR | EPR PROPERTIES | 0.04% | Add +193.1% | 138,325 | $7.73M | No quote | No quote |
| 132 | WDC | WESTERN DIGITAL CORP | 0.04% | Add +192.7% | 83,125 | $7.67M | $92.29 | No quote |
| 133 | RRX | REGAL BELOIT CORP | 0.04% | Add +179.4% | 96,125 | $7.55M | $78.56 | No quote |
| 134 | EG | EVEREST RE GROUP LTD | 0.04% | Add +163.6% | 46,925 | $7.53M | $160.49 | No quote |
| 135 | ACE | ACE LTD | 0.03% | Add +1578.9% | 56,109 | $5.82M | No quote | No quote |
| 136 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.03% | Add +2.6% | 103,075 | $4.73M | $45.86 | No quote |
| 137 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.03% | Reduce -41.0% | 706,068 | $4.59M | $6.50 | No quote |
| 138 | BPOP | POPULAR INC. | 0.02% | Reduce -0.5% | 110,730 | $3.79M | No quote | No quote |
| 139 | SXCLD | STEEL EXCEL INC | 0.01% | New | 68,762 | $2.43M | No quote | No quote |
| 140 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.01% | New | 77,100 | $1.13M | $14.63 | No quote |
| 153 | TMUS | T MOBILE US INC | - | Sold | 0 | $0 | No quote | No quote |
| 152 | SXCL | STEEL EXCEL INC | - | Sold | 0 | $0 | No quote | No quote |
| 151 | PL | PROTECTIVE LIFE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 150 | NOC | NORTHROP GRUMMAN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 149 | TAP | MOLSON COORS BREWING CO. -B | - | Sold | 0 | $0 | No quote | No quote |
| 148 | VOYA | ING US INC | - | Sold | 0 | $0 | No quote | No quote |
| 147 | HHS | HARTE-HANKS INC. | - | Sold | 0 | $0 | No quote | No quote |
| 146 | HAL | HALLIBURTON CO | - | Sold | 0 | $0 | No quote | No quote |
| 145 | E | ENI SPA -SPONSORED ADR | - | Sold | 0 | $0 | No quote | No quote |
| 144 | EGL | ENGILITY HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 143 | DLPH | DELPHI AUTOMOTIVE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | BRC | BRADY CORP CL A | - | Sold | 0 | $0 | No quote | No quote |
| 141 | BXS | BANCORPSOUTH INC | - | Sold | 0 | $0 | No quote | No quote |