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 91 of 154 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 3.12% | Add +6.4% | 19,143,841 | $490.27M | $25.61 | No quote |
| 2 | BAC | BANK OF AMERICA CORP | 2.96% | Reduce -1.8% | 29,871,875 | $465.4M | $15.58 | No quote |
| 3 | AIG | AMERICAN INTERNATIONAL GROUP | 2.96% | Reduce -3.8% | 8,187,787 | $465.23M | $56.82 | No quote |
| 4 | C | CITIGROUP INC | 2.94% | Reduce -2.6% | 9,310,992 | $461.92M | $49.61 | No quote |
| 5 | XOM | EXXON MOBIL CORP | 2.89% | Add +45.6% | 6,109,850 | $454.27M | $74.35 | No quote |
| 6 | MSFT | MICROSOFT CORP | 2.86% | Reduce -4.3% | 10,161,006 | $449.73M | $44.26 | No quote |
| 7 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.80% | Add +23.8% | 9,267,589 | $439.19M | No quote | No quote |
| 8 | WMT | WAL-MART STORES | 2.61% | Add +22.1% | 6,323,926 | $410.04M | $64.84 | No quote |
| 9 | ORCL | ORACLE CORP | 2.55% | Reduce -2.7% | 11,089,893 | $400.57M | $36.12 | No quote |
| 10 | OMC | OMNICOM GROUP | 2.49% | Add +0.7% | 5,933,010 | $390.99M | $65.90 | No quote |
| 11 | NWSA | NEWS CORP - CLASS A | 2.41% | Reduce -1.5% | 29,988,382 | $378.45M | $12.62 | No quote |
| 12 | PH | PARKER HANNIFIN CORPORATION | 2.18% | Reduce -1.0% | 3,515,269 | $342.04M | $97.30 | No quote |
| 13 | INTC | INTEL CORPORATION | 2.16% | Add +0.2% | 11,264,851 | $339.52M | $30.14 | No quote |
| 14 | JPM | JP MORGAN CHASE & CO | 2.11% | Reduce -0.7% | 5,442,892 | $331.85M | $60.97 | No quote |
| 15 | AXS | AXIS CAPITAL HOLDINGS LTD | 2.01% | Reduce -10.8% | 5,872,056 | $315.45M | $53.72 | No quote |
| 16 | MS | MORGAN STANLEY | 1.94% | Reduce -1.9% | 9,678,165 | $304.86M | $31.50 | No quote |
| 17 | SWK | STANLEY BLACK & DECKER INC | 1.92% | Reduce -3.4% | 3,113,709 | $301.97M | $96.98 | No quote |
| 18 | SPLS | STAPLES INC | 1.90% | Add +14.9% | 25,499,485 | $299.11M | No quote | No quote |
| 19 | BP | BP PLC - SPONS ADR | 1.89% | Reduce -14.4% | 9,735,771 | $297.53M | $30.56 | No quote |
| 20 | BEN | FRANKLIN RESOURCES INC. | 1.83% | Add +45.6% | 7,728,411 | $287.96M | $37.26 | No quote |
| 21 | VOYA | VOYA FINANCIAL INC. | 1.82% | Reduce -3.7% | 7,391,943 | $286.59M | $38.77 | No quote |
| 22 | MET | METLIFE INC | 1.79% | Reduce -0.3% | 5,974,707 | $281.71M | $47.15 | No quote |
| 23 | GS | GOLDMAN SACHS GROUP INC | 1.70% | Reduce -0.5% | 1,536,725 | $267.02M | $173.76 | No quote |
| 24 | IPG | INTERPUBLIC GROUP OF COS INC | 1.67% | Reduce -1.6% | 13,685,979 | $261.81M | No quote | No quote |
| 25 | CI | CIGNA CORP | 1.62% | Reduce -30.4% | 1,882,912 | $254.23M | $135.02 | No quote |
| 26 | PNC | PNC FINANCIAL SERVICES | 1.61% | Reduce -4.8% | 2,843,098 | $253.6M | $89.20 | No quote |
| 27 | F | FORD MOTOR COMPANY | 1.58% | Add +3.5% | 18,338,281 | $248.85M | $13.57 | No quote |
| 28 | AVT | AVNET INC | 1.54% | Reduce -6.2% | 5,662,927 | $241.69M | $42.68 | No quote |
| 29 | UBS | UBS GROUP AG | 1.49% | Reduce -1.0% | 12,635,636 | $234.01M | $18.52 | No quote |
| 30 | WSH | WILLIS GROUP HOLDINGS LTD | 1.46% | Add +36.0% | 5,578,508 | $228.55M | No quote | No quote |
| 31 | XL | XL GROUP PLC | 1.40% | Reduce -0.8% | 6,055,984 | $219.95M | No quote | No quote |
| 32 | STT | STATE STREET CORP | 1.39% | Reduce -0.5% | 3,254,783 | $218.75M | $67.21 | No quote |
| 33 | ABT | ABBOTT LABORATORIES | 1.33% | Reduce -18.2% | 5,188,346 | $208.68M | $40.22 | No quote |
| 34 | RF | REGIONS FINL CORP | 1.31% | Add +33.5% | 22,772,622 | $205.18M | $9.01 | No quote |
| 35 | BAX | BAXTER INTERNATIONAL INC | 1.02% | Reduce -3.3% | 4,863,446 | $159.76M | $32.85 | No quote |
| 36 | BHI | BAKER HUGHES INC | 0.90% | Reduce -36.0% | 2,707,702 | $140.91M | No quote | No quote |
| 37 | LAMR | LAMAR ADVERTISING CO -A | 0.85% | Reduce -4.0% | 2,545,715 | $132.84M | $52.18 | No quote |
| 38 | DOV | DOVER CORP | 0.82% | Add +170.7% | 2,258,272 | $129.13M | $57.18 | No quote |
| 39 | BXLT | BAXALTA INC | 0.82% | New | 4,094,765 | $129.03M | No quote | No quote |
| 40 | MUR | MURPHY OIL CORP | 0.73% | Add +1.4% | 4,738,285 | $114.67M | $24.20 | No quote |
| 41 | JNJ | JOHNSON & JOHNSON | 0.70% | - | 1,174,169 | $109.61M | $93.35 | No quote |
| 42 | WFC | WELLS FARGO CO | 0.67% | Reduce -7.8% | 2,047,963 | $105.16M | $51.35 | No quote |
| 43 | ON | ON SEMICONDUCTOR CORP | 0.66% | Add +7.3% | 10,988,475 | $103.29M | $9.40 | No quote |
| 44 | EIX | EDISON INTERNATIONAL | 0.64% | Reduce -0.2% | 1,594,925 | $100.59M | No quote | No quote |
| 45 | MAS | MASCO CORP | 0.56% | Reduce -26.2% | 3,485,282 | $87.76M | $25.18 | No quote |
| 46 | PGR | PROGRESSIVE CORP | 0.55% | Reduce -37.8% | 2,821,040 | $86.44M | $30.64 | No quote |
| 47 | K | KELLOGG COMPANY | 0.55% | - | 1,296,130 | $86.26M | No quote | No quote |
| 48 | GLW | CORNING INC | 0.52% | Reduce -37.6% | 4,794,326 | $82.08M | $17.12 | No quote |
| 49 | CSCO | CISCO SYSTEMS INC | 0.51% | - | 3,031,377 | $79.57M | $26.25 | No quote |
| 50 | TEX | TEREX CORP | 0.50% | Add +8.5% | 4,336,634 | $77.8M | $17.94 | No quote |
| 51 | ACM | AECOM | 0.49% | Reduce -0.1% | 2,793,606 | $76.85M | $27.51 | No quote |
| 52 | CMA | COMERICA INC | 0.48% | Reduce -38.5% | 1,818,056 | $74.72M | No quote | No quote |
| 53 | APA | APACHE CORP | 0.47% | Add +243.3% | 1,878,425 | $73.56M | $39.16 | No quote |
| 54 | KEY | KEY CORP | 0.43% | Reduce -1.7% | 5,237,925 | $68.15M | $13.01 | No quote |
| 55 | PFE | PFIZER INC | 0.43% | - | 2,159,818 | $67.84M | $31.41 | No quote |
| 56 | FITB | FIFTH THIRD BANCORP | 0.42% | - | 3,493,200 | $66.06M | $18.91 | No quote |
| 57 | DAN | DANA HOLDING CORP | 0.42% | Add +16.8% | 4,122,754 | $65.47M | No quote | No quote |
| 58 | AET | AETNA INC | 0.41% | Reduce -28.7% | 588,309 | $64.37M | No quote | No quote |
| 59 | NWS | NEWS CORP - CLASS B | 0.40% | Reduce -9.5% | 4,960,905 | $63.6M | $12.82 | No quote |
| 60 | SPN | SUPERIOR ENERGY SERVICES INC | 0.40% | Add +5.1% | 4,975,635 | $62.84M | No quote | No quote |
| 61 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.39% | Add +2.1% | 5,843,782 | $61.59M | $10.54 | No quote |
| 62 | WBS | WEBSTER FINANCIAL CORP. | 0.39% | Reduce -2.7% | 1,707,613 | $60.84M | $35.63 | No quote |
| 63 | ALL | ALLSTATE CORP | 0.38% | Add +906.8% | 1,027,087 | $59.82M | $58.24 | No quote |
| 64 | CFG | CITIZENS FINANCIAL GROUP | 0.38% | - | 2,501,841 | $59.69M | $23.86 | No quote |
| 65 | CVE | CENOVUS ENERGY INC. | 0.38% | New | 3,937,345 | $59.69M | $15.16 | No quote |
| 66 | SNV | SYNOVUS FINANCIAL CORP | 0.34% | Reduce -17.9% | 1,805,094 | $53.43M | No quote | No quote |
| 67 | TEL | TE CONNECTIVITY LTD. | 0.33% | - | 872,578 | $52.26M | $59.89 | No quote |
| 68 | ETR | ENTERGY CORP | 0.33% | - | 796,411 | $51.85M | No quote | No quote |
| 69 | TMK | TORCHMARK CORP | 0.33% | Reduce -0.4% | 908,218 | $51.22M | No quote | No quote |
| 70 | CVS | CVS HEALTH CORPORATION | 0.32% | - | 527,265 | $50.87M | $96.48 | No quote |
| 71 | ATU | ACTUANT CORP- A | 0.32% | Add +15.0% | 2,734,071 | $50.28M | No quote | No quote |
| 72 | BDX | BECTON DICKINSON & CO | 0.32% | - | 373,824 | $49.59M | $132.66 | No quote |
| 73 | QCOM | QUALCOMM INC | 0.30% | New | 879,185 | $47.24M | $53.73 | No quote |
| 74 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.29% | Add +8.5% | 733,721 | $44.78M | No quote | No quote |
| 75 | G | GENPACT LTD | 0.27% | Add +548.8% | 1,817,984 | $42.92M | $23.61 | No quote |
| 76 | KBR | KBR INC | 0.25% | - | 2,394,550 | $39.89M | $16.66 | No quote |
| 77 | CNW | CON-WAY INC | 0.25% | Add +23.0% | 835,417 | $39.64M | No quote | No quote |
| 78 | IVZ | INVESCO LTD | 0.25% | Reduce -22.2% | 1,269,047 | $39.63M | $31.23 | No quote |
| 79 | ROCK | GIBRALTAR INDUSTRIES INC | 0.25% | Reduce -3.9% | 2,105,009 | $38.63M | No quote | No quote |
| 80 | VIV | TELEFONICA BRASIL - ADR | 0.23% | Add +37.3% | 3,918,272 | $35.77M | No quote | No quote |
| 81 | GNW | GENWORTH FINANCIAL INC CL A | 0.22% | Reduce -1.0% | 7,641,693 | $35.31M | No quote | No quote |
| 82 | DIOD | DIODES INC. | 0.22% | Add +44.4% | 1,645,938 | $35.17M | $21.37 | No quote |
| 83 | BBCN | BBCN BANCORP INC | 0.22% | Add +4.9% | 2,296,659 | $34.5M | No quote | No quote |
| 84 | TECD | TECH DATA CORP | 0.22% | Reduce -42.6% | 502,223 | $34.4M | No quote | No quote |
| 85 | DOOR | MASONITE INTERNATIONAL CORP | 0.21% | Reduce -6.4% | 556,206 | $33.7M | No quote | No quote |
| 86 | VR | VALIDUS HOLDINGS LTD | 0.21% | Reduce -1.9% | 742,948 | $33.49M | No quote | No quote |
| 87 | OMI | OWENS & MINOR INC | 0.21% | Reduce -4.6% | 1,037,426 | $33.14M | No quote | No quote |
| 88 | ASB | ASSOCIATED BANC CORP | 0.21% | Reduce -4.3% | 1,830,525 | $32.9M | $17.97 | No quote |
| 89 | NSIT | INSIGHT ENTERPRISES INC | 0.20% | Add +0.3% | 1,240,457 | $32.07M | $25.85 | No quote |
| 90 | TTEK | TETRA TECH INC | 0.20% | Reduce -5.6% | 1,268,429 | $30.84M | $24.31 | No quote |
| 91 | NPBC | NATIONAL PENN BANCSHARES INC | 0.19% | Reduce -5.5% | 2,584,286 | $30.37M | No quote | No quote |
| 92 | OC | OWENS CORNING | 0.19% | Reduce -38.7% | 717,291 | $30.06M | $41.91 | No quote |
| 93 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.19% | Reduce -61.9% | 273,766 | $29.7M | $108.47 | No quote |
| 94 | FMBI | FIRST MIDWEST BANCORP INC | 0.18% | Reduce -4.8% | 1,649,923 | $28.94M | No quote | No quote |
| 95 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.18% | Add +39.1% | 1,609,269 | $28.66M | No quote | No quote |
| 96 | BRC | BRADY CORP CL A | 0.18% | Reduce -4.3% | 1,428,017 | $28.08M | $19.66 | No quote |
| 97 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.18% | Add +11.5% | 594,183 | $27.61M | No quote | No quote |
| 98 | AIZ | ASSURANT INC | 0.17% | Reduce -37.2% | 346,520 | $27.38M | No quote | No quote |
| 99 | SRI | STONERIDGE INC | 0.17% | Reduce -3.2% | 2,183,711 | $26.95M | No quote | No quote |
| 100 | T | AT&T INC | 0.17% | - | 823,058 | $26.82M | $32.58 | No quote |
| 101 | ARGO | ARGO GROUP INTERNATIONAL | 0.17% | Reduce -3.3% | 458,984 | $25.97M | No quote | No quote |
| 102 | UVV | UNIVERSAL CORP | 0.16% | Add +1619.9% | 499,385 | $24.76M | $49.57 | No quote |
| 103 | MATW | MATTHEWS INTL CORP - CL A | 0.15% | Reduce -5.8% | 474,974 | $23.26M | $48.97 | No quote |
| 104 | TCF | TCF FINANCIAL CORP | 0.15% | Reduce -4.9% | 1,513,318 | $22.94M | No quote | No quote |
| 105 | ESND | ESSENDANT INC | 0.15% | Reduce -5.1% | 707,229 | $22.94M | No quote | No quote |
| 106 | LLL | L-3 COMMUNICATIONS | 0.14% | - | 213,223 | $22.29M | No quote | No quote |
| 107 | LM | LEGG MASON INC | 0.14% | Add +13.7% | 522,029 | $21.72M | No quote | No quote |
| 108 | UPBD | RENT A CENTER INC | 0.13% | Reduce -2.0% | 871,989 | $21.15M | $24.25 | No quote |
| 109 | CUB | CUBIC CORP | 0.13% | Reduce -3.0% | 500,868 | $21.01M | No quote | No quote |
| 110 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.13% | Add +199.2% | 333,132 | $20.86M | $62.61 | No quote |
| 111 | BGC | GENERAL CABLE CORP DEL NE | 0.13% | Reduce -3.4% | 1,709,779 | $20.35M | $11.90 | No quote |
| 112 | SFG | STANCORP FINANCIAL GROUP | 0.13% | Reduce -61.0% | 176,601 | $20.17M | No quote | No quote |
| 113 | CMCO | COLUMBUS MCKINNON CORP | 0.13% | Add +3.5% | 1,110,370 | $20.16M | $18.16 | No quote |
| 114 | WSFS | WSFS FINANCIAL CORP | 0.11% | Add +21.1% | 594,208 | $17.12M | $28.81 | No quote |
| 115 | SYA | SYMETRA FINANCIAL CORP | 0.11% | Reduce -30.0% | 528,372 | $16.72M | No quote | No quote |
| 116 | PRI | PRIMERICA INC | 0.10% | Reduce -49.3% | 364,514 | $16.43M | $45.07 | No quote |
| 117 | KSS | KOHLS CORP | 0.10% | - | 346,875 | $16.06M | No quote | No quote |
| 118 | IM | INGRAM MICRO INC CL-A | 0.10% | Reduce -13.7% | 558,725 | $15.22M | No quote | No quote |
| 119 | ACE | ACE LTD | 0.10% | Add +93.2% | 147,188 | $15.22M | No quote | No quote |
| 120 | HPT | HOSPITALITY PROPERTIES TRUST | 0.10% | Add +0.1% | 587,696 | $15.03M | No quote | No quote |
| 121 | ARW | ARROW ELECTRONICS INC | 0.09% | Reduce -62.5% | 261,889 | $14.48M | $55.28 | No quote |
| 122 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | Reduce -67.9% | 313,800 | $14.37M | $45.78 | No quote |
| 123 | PCG | PG&E CORP | 0.09% | Reduce -1.1% | 262,800 | $13.88M | $52.80 | No quote |
| 124 | RDUS | SCHNITZER STEEL INDS INC - A | 0.09% | Reduce -2.8% | 1,014,551 | $13.74M | No quote | No quote |
| 125 | PG | PROCTER & GAMBLE COMPANY | 0.08% | - | 184,904 | $13.3M | $71.94 | No quote |
| 126 | CDW | CDW CORP | 0.08% | Reduce -0.8% | 319,785 | $13.07M | $40.86 | No quote |
| 127 | PHH | PHH CORP | 0.08% | Reduce -2.0% | 910,998 | $12.86M | No quote | No quote |
| 128 | COP | CONOCOPHILLIPS | 0.08% | - | 265,937 | $12.75M | $47.96 | No quote |
| 129 | MWW | MONSTER WORLDWIDE INC | 0.08% | Reduce -4.9% | 1,961,943 | $12.6M | No quote | No quote |
| 130 | JBL | JABIL CIRCUIT INC | 0.08% | Reduce -39.3% | 557,173 | $12.46M | $22.37 | No quote |
| 131 | EG | EVEREST RE GROUP LTD | 0.08% | - | 71,600 | $12.41M | $173.34 | No quote |
| 132 | EPR | EPR PROPERTIES | 0.08% | - | 239,975 | $12.38M | No quote | No quote |
| 133 | TPC | TUTOR PERINI CORP | 0.08% | Reduce -2.0% | 739,929 | $12.18M | $16.46 | No quote |
| 134 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.08% | Add +49.7% | 578,550 | $12.01M | $20.75 | No quote |
| 135 | RDC | ROWAN COMPANIES PLC - A | 0.08% | - | 730,525 | $11.8M | No quote | No quote |
| 136 | GTLS | CHART INDUSTRIES INC | 0.07% | Add +16.4% | 537,545 | $10.33M | No quote | No quote |
| 137 | EXC | EXELON CORP | 0.06% | - | 333,668 | $9.91M | No quote | No quote |
| 138 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.06% | Reduce -4.0% | 805,935 | $8.91M | $11.05 | No quote |
| 139 | TRS | TRIMAS CORP | 0.05% | Reduce -45.6% | 520,885 | $8.52M | $16.35 | No quote |
| 140 | BPOP | POPULAR INC. | 0.05% | - | 246,480 | $7.45M | No quote | No quote |
| 141 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.03% | Reduce -5.7% | 719,410 | $4.28M | No quote | No quote |
| 142 | IBN | ICICI BANK LTD - SPON ADR | 0.01% | Reduce -53.3% | 277,050 | $2.32M | $8.38 | No quote |
| 143 | INFY | INFOSYS LTD - SP ADR | 0.01% | Reduce -52.9% | 114,700 | $2.19M | $19.09 | No quote |
| 144 | SXCLD | STEEL EXCEL INC | 0.01% | Reduce -5.4% | 63,567 | $1.27M | No quote | No quote |
| 145 | WCG | WELLCARE HEALTH PLANS INC | 0.01% | Reduce -85.7% | 14,300 | $1.23M | No quote | No quote |
| 146 | KEG | KEY ENERGY SERVICES INC | 0.00% | Reduce -2.3% | 1,382,154 | $650K | No quote | No quote |
| 147 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.00% | Reduce -63.3% | 17,025 | $592K | $34.77 | No quote |
| 148 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $331K | $4.35 | No quote |
| 154 | WIT | WIPRO LTD - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 153 | USNZY | USINAS SIDERURG MINAS SP ADR | - | Sold | 0 | $0 | No quote | No quote |
| 152 | RRX | REGAL BELOIT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 151 | MWA | MUELLER WATER PRODUCTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 150 | IWN | ISHARES RUSSELL 2000 VALUE | - | Sold | 0 | $0 | No quote | No quote |
| 149 | GFF | GRIFFON CORPORATION | - | Sold | 0 | $0 | No quote | No quote |