Richard Pzena - Pzena Investment Management
As of Q2 2026, Richard Pzena reported 161 long-equity positions worth $34.07B in aggregate.
Copy-investor backtest
- Latest quarter
- +12.78%
- 1-year
- +19.09%
- 3-year
- +35.44%
- 5-year
- +47.55%
- 3-year vs S&P 500
- -37.61%
- 5-year vs S&P 500
- -27.19%
- 5-year top 5
- +61.08%
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 2026-09-12 from SEC 13F data.
Live quotes available for 90 of 153 rows. Rows without a quote are marked unavailable.
| 1 | CI | CIGNA CORP | 3.39% | Reduce -8.5% | 4,718,281 | $610.73M | $129.44 | No quote |
| 2 | HPQ | HEWLETT-PACKARD CO | 3.06% | Reduce -3.0% | 17,683,338 | $551.01M | $31.16 | No quote |
| 3 | ORCL | ORACLE CORP | 2.83% | Reduce -3.7% | 11,797,564 | $509.07M | $43.15 | No quote |
| 4 | AIG | AMERICAN INTERNATIONAL GROUP | 2.81% | Reduce -2.1% | 9,219,859 | $505.16M | $54.79 | No quote |
| 5 | C | CITIGROUP INC | 2.80% | Reduce -1.4% | 9,762,477 | $502.96M | $51.52 | No quote |
| 6 | BAC | BANK OF AMERICA CORP | 2.64% | Reduce -1.0% | 30,912,335 | $475.74M | $15.39 | No quote |
| 7 | BP | BP PLC - SPONS ADR | 2.59% | Reduce -2.0% | 11,932,772 | $466.69M | $39.11 | No quote |
| 8 | PH | PARKER HANNIFIN CORPORATION | 2.42% | Add +1.3% | 3,661,776 | $434.95M | $118.78 | No quote |
| 9 | OMC | OMNICOM GROUP | 2.39% | Reduce -9.6% | 5,516,790 | $430.2M | $77.98 | No quote |
| 10 | NWSA | NEWS CORP - CLASS A | 2.38% | Add +0.8% | 26,725,106 | $427.87M | $16.01 | No quote |
| 11 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.36% | Reduce -1.7% | 7,126,558 | $425.1M | No quote | No quote |
| 12 | MS | MORGAN STANLEY | 2.19% | Reduce -4.5% | 11,053,886 | $394.51M | $35.69 | No quote |
| 13 | MSFT | MICROSOFT CORP | 2.08% | Add +9.1% | 9,216,540 | $374.7M | $40.66 | No quote |
| 14 | SPLS | STAPLES INC | 2.07% | Reduce -10.2% | 22,864,122 | $372.34M | No quote | No quote |
| 15 | INTC | INTEL CORPORATION | 2.04% | Reduce -6.2% | 11,713,076 | $366.27M | $31.27 | No quote |
| 16 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.98% | Reduce -2.6% | 6,896,456 | $355.72M | $51.58 | No quote |
| 17 | XOM | EXXON MOBIL CORP | 1.97% | Reduce -2.5% | 4,168,772 | $354.35M | $85.00 | No quote |
| 18 | VOYA | VOYA FINANCIAL INC. | 1.95% | Reduce -2.8% | 8,137,084 | $350.79M | $43.11 | No quote |
| 19 | JPM | JP MORGAN CHASE & CO | 1.94% | Reduce -2.6% | 5,762,434 | $349.09M | $60.58 | No quote |
| 20 | BAX | BAXTER INTERNATIONAL INC | 1.91% | Add +27.5% | 5,028,418 | $344.45M | $68.50 | No quote |
| 21 | SWK | STANLEY BLACK & DECKER INC | 1.78% | Add +52.1% | 3,360,265 | $320.44M | $95.36 | No quote |
| 22 | BHI | BAKER HUGHES INC | 1.77% | Reduce -2.6% | 5,019,909 | $319.17M | No quote | No quote |
| 23 | PNC | PNC FINANCIAL SERVICES | 1.76% | Add +15.0% | 3,397,023 | $316.74M | $93.24 | No quote |
| 24 | MET | METLIFE INC | 1.73% | Add +1.6% | 6,154,256 | $311.1M | $50.55 | No quote |
| 25 | IPG | INTERPUBLIC GROUP OF COS INC | 1.72% | Reduce -5.9% | 13,995,213 | $309.57M | No quote | No quote |
| 26 | GS | GOLDMAN SACHS GROUP INC | 1.71% | Reduce -7.9% | 1,633,832 | $307.11M | $187.97 | No quote |
| 27 | STT | STATE STREET CORP | 1.69% | Reduce -17.9% | 4,141,716 | $304.54M | $73.53 | No quote |
| 28 | ABT | ABBOTT LABORATORIES | 1.64% | Reduce -7.1% | 6,373,745 | $295.3M | $46.33 | No quote |
| 29 | UBS | UBS GROUP AG | 1.62% | Reduce -1.4% | 15,506,768 | $291.06M | $18.77 | No quote |
| 30 | F | FORD MOTOR COMPANY | 1.58% | Add +17.2% | 17,636,933 | $284.66M | $16.14 | No quote |
| 31 | AVT | AVNET INC | 1.48% | Add +3.0% | 5,979,096 | $266.07M | $44.50 | No quote |
| 32 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.44% | Reduce -15.8% | 2,469,544 | $258.93M | No quote | No quote |
| 33 | BEN | FRANKLIN RESOURCES INC. | 1.38% | Add +58.4% | 4,841,999 | $248.49M | $51.32 | No quote |
| 34 | XL | ***XL GROUP PLC | 1.27% | Add +0.8% | 6,218,968 | $228.86M | No quote | No quote |
| 35 | MUR | MURPHY OIL CORP | 1.21% | Reduce -2.1% | 4,687,046 | $218.42M | $46.60 | No quote |
| 36 | WSH | WILLIS GROUP HOLDINGS LTD | 1.20% | Reduce -5.6% | 4,490,045 | $216.33M | No quote | No quote |
| 37 | GLW | CORNING INC | 0.97% | Reduce -32.0% | 7,724,858 | $175.2M | $22.68 | No quote |
| 38 | LAMR | LAMAR ADVERTISING CO -A | 0.89% | Reduce -20.5% | 2,715,488 | $160.95M | $59.27 | No quote |
| 39 | MAS | MASCO CORP | 0.87% | Reduce -42.1% | 5,859,013 | $156.44M | $26.70 | No quote |
| 40 | ON | ON SEMICONDUCTOR CORP | 0.79% | Reduce -32.3% | 11,679,520 | $141.44M | $12.11 | No quote |
| 41 | CMA | COMERICA INC | 0.78% | Reduce -11.9% | 3,128,023 | $141.17M | No quote | No quote |
| 42 | WFC | WELLS FARGO CO | 0.70% | Reduce -8.2% | 2,302,295 | $125.25M | $54.40 | No quote |
| 43 | PGR | PROGRESSIVE CORP | 0.69% | Add +0.7% | 4,565,394 | $124.18M | $27.20 | No quote |
| 44 | JNJ | JOHNSON & JOHNSON | 0.66% | Reduce -0.8% | 1,174,016 | $118.11M | $100.60 | No quote |
| 45 | RF | REGIONS FINL CORP | 0.64% | Add +7.0% | 12,204,991 | $115.34M | $9.45 | No quote |
| 46 | K | KELLOGG COMPANY | 0.61% | Add +5.4% | 1,677,730 | $110.65M | No quote | No quote |
| 47 | WMT | WAL-MART STORES | 0.61% | Reduce -2.1% | 1,334,049 | $109.73M | $82.25 | No quote |
| 48 | SPN | SUPERIOR ENERGY SERVICES INC | 0.55% | Reduce -0.9% | 4,456,841 | $99.57M | No quote | No quote |
| 49 | TEX | TEREX CORP | 0.55% | Add +0.3% | 3,690,586 | $98.13M | $26.59 | No quote |
| 50 | ETR | ENTERGY CORP | 0.53% | Reduce -8.5% | 1,232,622 | $95.52M | No quote | No quote |
| 51 | AET | AETNA INC | 0.51% | Reduce -1.7% | 867,609 | $92.43M | No quote | No quote |
| 52 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.51% | Reduce -12.3% | 728,078 | $91.8M | $126.09 | No quote |
| 53 | NWS | NEWS CORP - CLASS B | 0.49% | Reduce -3.5% | 5,499,230 | $87.27M | $15.87 | No quote |
| 54 | ACM | AECOM | 0.48% | Add +37.1% | 2,819,465 | $86.9M | $30.82 | No quote |
| 55 | CSCO | CISCO SYSTEMS INC | 0.46% | Add +0.4% | 3,016,965 | $83.04M | $27.52 | No quote |
| 56 | KEY | KEY CORP | 0.42% | Reduce -1.3% | 5,372,825 | $76.08M | $14.16 | No quote |
| 57 | PFE | PFIZER INC | 0.42% | Reduce -0.5% | 2,159,618 | $75.13M | $34.79 | No quote |
| 58 | DAN | DANA HOLDING CORP | 0.41% | Add +3.2% | 3,519,504 | $74.47M | No quote | No quote |
| 59 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.39% | Add +11.3% | 5,537,807 | $70.19M | $12.68 | No quote |
| 60 | OC | OWENS CORNING | 0.39% | Reduce -11.9% | 1,616,621 | $70.16M | $43.40 | No quote |
| 61 | TEL | TE CONNECTIVITY LTD. | 0.38% | Reduce -40.7% | 960,228 | $68.77M | $71.62 | No quote |
| 62 | FITB | FIFTH THIRD BANCORP | 0.37% | Add +17.7% | 3,493,200 | $65.85M | $18.85 | No quote |
| 63 | IVZ | NVESCO LTD | 0.36% | Reduce -0.9% | 1,633,150 | $64.82M | $39.69 | No quote |
| 64 | WBS | WEBSTER FINANCIAL CORP. | 0.34% | Add +16.3% | 1,655,063 | $61.32M | $37.05 | No quote |
| 65 | SNV | SYNOVUS FINANCIAL CORP | 0.34% | Add +9.5% | 2,164,646 | $60.63M | No quote | No quote |
| 66 | CFG | CITIZENS FINANCIAL GROUP | 0.34% | - | 2,500,000 | $60.33M | $24.13 | No quote |
| 67 | CVS | CVS HEALTH CORPORATION | 0.30% | New | 527,165 | $54.41M | $103.21 | No quote |
| 68 | BDX | BECTON DICKINSON & CO | 0.30% | Reduce -7.2% | 373,824 | $53.68M | $143.59 | No quote |
| 69 | ATU | ACTUANT CORP- A | 0.27% | Add +39.4% | 2,015,332 | $47.84M | No quote | No quote |
| 70 | GNW | GENWORTH FINANCIAL INC CL A | 0.26% | Add +92.7% | 6,512,725 | $47.61M | No quote | No quote |
| 71 | TECD | TECH DATA CORP | 0.26% | Add +2.4% | 816,169 | $47.15M | No quote | No quote |
| 72 | BRC | BRADY CORP CL A | 0.25% | Reduce -1.9% | 1,591,229 | $45.02M | $28.29 | No quote |
| 73 | ARW | ARROW ELECTRONICS INC | 0.23% | Add +1.4% | 691,263 | $42.27M | $61.15 | No quote |
| 74 | PRE | PARTNERRE LTD | 0.23% | Reduce -35.2% | 360,861 | $41.26M | No quote | No quote |
| 75 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.23% | Reduce -1.2% | 671,903 | $41.08M | No quote | No quote |
| 76 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.23% | Reduce -43.8% | 977,801 | $40.89M | $41.82 | No quote |
| 77 | DOOR | MASONITE INTERNATIONAL CORP | 0.22% | Reduce -38.1% | 593,500 | $39.92M | No quote | No quote |
| 78 | BGC | GENERAL CABLE CORP DEL NE | 0.22% | Reduce -13.7% | 2,298,792 | $39.61M | $17.23 | No quote |
| 79 | WCG | WELLCARE HEALTH PLANS INC | 0.22% | Reduce -44.5% | 426,966 | $39.05M | No quote | No quote |
| 80 | TMK | TORCHMARK CORP | 0.21% | Add +267.0% | 699,436 | $38.41M | No quote | No quote |
| 81 | APA | APACHE CORP | 0.21% | Reduce -0.3% | 629,308 | $37.97M | $60.33 | No quote |
| 82 | KSS | KOHLS CORP | 0.21% | Reduce -29.3% | 483,850 | $37.86M | No quote | No quote |
| 83 | NSIT | INSIGHT ENTERPRISES INC | 0.21% | Add +7.4% | 1,320,174 | $37.65M | $28.52 | No quote |
| 85 | PRI | PRIMERICA INC | 0.20% | Reduce -0.1% | 716,313 | $36.46M | $50.90 | No quote |
| 84 | OMI | OWENS & MINOR INC | 0.20% | Add +20.5% | 1,077,426 | $36.46M | No quote | No quote |
| 86 | ASB | ASSOCIATED BANC CORP | 0.20% | Reduce -3.2% | 1,898,825 | $35.32M | $18.60 | No quote |
| 87 | KBR | KBR INC | 0.19% | Add +1.9% | 2,394,550 | $34.67M | $14.48 | No quote |
| 88 | USTR | UNITED STATIONERS INC | 0.18% | Reduce -6.9% | 806,874 | $33.07M | No quote | No quote |
| 89 | DIOD | DIODES INC. | 0.18% | Reduce -5.2% | 1,130,482 | $32.29M | $28.56 | No quote |
| 90 | TTEK | TETRA TECH INC | 0.18% | Reduce -8.4% | 1,333,104 | $32.02M | $24.02 | No quote |
| 91 | BBCN | BBCN BANCORP INC | 0.17% | Add +16.0% | 2,172,043 | $31.43M | No quote | No quote |
| 92 | VR | VALIDUS HOLDINGS LTD | 0.17% | Add +1.4% | 739,978 | $31.15M | No quote | No quote |
| 93 | AIZ | ASSURANT INC | 0.17% | Add +45.6% | 506,398 | $31.1M | No quote | No quote |
| 94 | ROCK | GIBRALTAR INDUSTRIES INC | 0.17% | Reduce -0.6% | 1,847,573 | $30.32M | No quote | No quote |
| 95 | FMBI | FIRST MIDWEST BANCORP INC | 0.17% | Reduce -3.5% | 1,720,823 | $29.89M | No quote | No quote |
| 96 | CNW | CON-WAY INC | 0.17% | Reduce -3.5% | 674,614 | $29.77M | No quote | No quote |
| 97 | NPBC | NATIONAL PENN BANCSHARES INC | 0.16% | Reduce -2.9% | 2,709,611 | $29.18M | No quote | No quote |
| 98 | VIV | TELEFONICA BRASIL - ADR | 0.16% | New | 1,903,275 | $29.1M | No quote | No quote |
| 99 | TCF | TCF FINANCIAL CORP | 0.16% | Add +4.3% | 1,848,459 | $29.06M | No quote | No quote |
| 100 | CMCO | COLUMBUS MCKINNON CORP | 0.16% | Reduce -5.2% | 1,066,128 | $28.72M | $26.94 | No quote |
| 101 | LLL | L-3 COMMUNICATIONS | 0.15% | Reduce -2.0% | 213,173 | $26.82M | No quote | No quote |
| 102 | MATW | MATTHEWS INTL CORP - CL A | 0.14% | Reduce -4.3% | 500,095 | $25.76M | $51.51 | No quote |
| 103 | LM | LEGG MASON INC | 0.14% | Reduce -19.9% | 458,656 | $25.32M | No quote | No quote |
| 104 | SRI | STONERIDGE INC | 0.14% | Reduce -3.1% | 2,241,636 | $25.31M | No quote | No quote |
| 105 | TRS | TRIMAS CORP | 0.14% | Reduce -2.9% | 788,937 | $24.29M | $30.79 | No quote |
| 106 | UPBD | RENT A CENTER INC | 0.13% | Reduce -4.6% | 879,219 | $24.13M | $27.44 | No quote |
| 107 | ARGO | ARGO GROUP INTERNATIONAL | 0.13% | Add +3.7% | 470,585 | $23.6M | No quote | No quote |
| 108 | PHH | PHH CORP | 0.12% | Reduce -3.3% | 921,948 | $22.28M | No quote | No quote |
| 109 | JBL | JABIL CIRCUIT INC | 0.12% | Reduce -0.1% | 917,604 | $21.45M | $23.38 | No quote |
| 110 | GFF | GRIFFON CORPORATION | 0.11% | Reduce -38.9% | 1,168,562 | $20.37M | $17.43 | No quote |
| 111 | SYA | SYMETRA FINANCIAL CORP | 0.11% | Reduce -0.1% | 867,135 | $20.34M | No quote | No quote |
| 112 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.11% | Add +0.5% | 410,262 | $19.38M | No quote | No quote |
| 113 | HPT | HOSPITALITY PROPERTIES TRUST | 0.11% | Reduce -50.1% | 586,524 | $19.35M | No quote | No quote |
| 114 | AEL | AMERICAN EQUITY INVT LIFE | 0.10% | Reduce -28.0% | 639,809 | $18.64M | No quote | No quote |
| 115 | MWA | MUELLER WATER PRODUCTS INC | 0.10% | Reduce -9.1% | 1,777,821 | $17.51M | No quote | No quote |
| 116 | TPC | TUTOR PERINI CORP | 0.10% | Reduce -2.8% | 747,154 | $17.45M | $23.35 | No quote |
| 117 | RDUS | SCHNITZER STEEL INDS INC - A | 0.09% | Add +38.4% | 1,045,126 | $16.58M | No quote | No quote |
| 118 | CUB | CUBIC CORP | 0.09% | Reduce -1.1% | 309,232 | $16.01M | No quote | No quote |
| 119 | PG | PROCTER & GAMBLE COMPANY | 0.09% | Add +7.4% | 187,604 | $15.37M | $81.94 | No quote |
| 120 | ASH | ASHLAND INC | 0.08% | - | 119,075 | $15.16M | $127.31 | No quote |
| 121 | RRX | REGAL BELOIT CORP | 0.08% | - | 185,400 | $14.82M | $79.92 | No quote |
| 122 | EPR | EPR PROPERTIES | 0.08% | - | 239,975 | $14.41M | No quote | No quote |
| 123 | ALL | ALLSTATE CORP | 0.07% | - | 189,640 | $13.5M | $71.17 | No quote |
| 124 | MWW | MONSTER WORLDWIDE INC | 0.07% | Reduce -30.8% | 2,063,818 | $13.09M | No quote | No quote |
| 125 | RDC | ROWAN COMPANIES PLC - A | 0.07% | - | 730,525 | $12.94M | No quote | No quote |
| 126 | EG | EVEREST RE GROUP LTD | 0.07% | Add +0.1% | 71,660 | $12.47M | $174.00 | No quote |
| 127 | COP | CONOCOPHILLIPS | 0.07% | New | 198,910 | $12.38M | $62.26 | No quote |
| 128 | WSFS | WSFS FINANCIAL CORP | 0.07% | Reduce -5.0% | 162,142 | $12.26M | $75.63 | No quote |
| 129 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.07% | Reduce -0.6% | 839,292 | $11.86M | $14.13 | No quote |
| 130 | EXC | EXELON CORP | 0.06% | Reduce -0.8% | 333,668 | $11.22M | No quote | No quote |
| 131 | IM | INGRAM MICRO INC CL-A | 0.06% | Add +33.3% | 442,050 | $11.1M | No quote | No quote |
| 132 | MLKN | HERMAN MILLER INC | 0.06% | Reduce -25.6% | 391,110 | $10.86M | $27.76 | No quote |
| 133 | EIX | EDISON INTERNATIONAL | 0.06% | New | 165,609 | $10.35M | No quote | No quote |
| 134 | SFG | STANCORP FINANCIAL GROUP | 0.06% | New | 145,766 | $10M | No quote | No quote |
| 135 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.05% | - | 386,375 | $9.07M | $23.48 | No quote |
| 136 | IGT | INTERNATIONAL GAME TECHNOLOGY | 0.05% | Add +0.4% | 508,254 | $8.85M | No quote | No quote |
| 137 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.04% | Reduce -7.5% | 809,658 | $7.47M | No quote | No quote |
| 138 | G | GENPACT LTD | 0.03% | New | 270,225 | $6.28M | $23.25 | No quote |
| 139 | IBN | CICI BANK LTD - SPON ADR | 0.03% | New | 592,750 | $6.14M | $10.36 | No quote |
| 140 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.03% | New | 85,125 | $5.31M | $62.39 | No quote |
| 141 | ACE | ACE LTD | 0.03% | Add +7.9% | 47,147 | $5.26M | No quote | No quote |
| 142 | OGZPY | GAZPROM OAO - SPON ADR | 0.02% | New | 937,500 | $4.42M | No quote | No quote |
| 143 | INFY | NFOSYS LTD - SP ADR | 0.02% | New | 121,878 | $4.28M | $35.08 | No quote |
| 144 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.02% | - | 553,800 | $3.99M | $7.20 | No quote |
| 145 | BPOP | POPULAR INC. | 0.02% | - | 110,730 | $3.81M | No quote | No quote |
| 146 | WIT | WIPRO LTD - ADR | 0.02% | New | 254,675 | $3.39M | $13.32 | No quote |
| 147 | KEG | KEY ENERGY SERVICES INC | 0.01% | New | 1,283,343 | $2.34M | No quote | No quote |
| 148 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | Reduce -33.6% | 46,325 | $1.73M | $37.30 | No quote |
| 149 | SXCLD | STEEL EXCEL INC | 0.01% | - | 67,212 | $1.45M | No quote | No quote |
| 150 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $457K | $6.01 | No quote |
| 151 | USNZY | USINAS SIDERURG MINAS SP ADR | 0.00% | Add +171.4% | 37,407 | $59K | No quote | No quote |
| 153 | PIPR | PIPER JAFFRAY COS | - | Sold | 0 | $0 | No quote | No quote |
| 152 | MUSA | MURPHY USA INC | - | Sold | 0 | $0 | No quote | No quote |