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 2026-06-06 from SEC 13F data.
Live quotes available for 95 of 155 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BANK OF AMERICA CORP | 2.98% | Reduce -4.0% | 28,668,804 | $482.5M | $16.83 | No quote |
| 2 | XOM | EXXON MOBIL CORP | 2.92% | Reduce -0.6% | 6,072,604 | $473.36M | $77.95 | No quote |
| 3 | C | CITIGROUP INC | 2.90% | Reduce -2.5% | 9,076,626 | $469.72M | $51.75 | No quote |
| 4 | AIG | AMERICAN INTERNATIONAL GROUP | 2.90% | Reduce -7.5% | 7,578,036 | $469.61M | $61.97 | No quote |
| 5 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.82% | Add +7.6% | 9,969,381 | $456.5M | No quote | No quote |
| 6 | OMC | OMNICOM GROUP | 2.62% | Reduce -5.6% | 5,600,639 | $423.74M | $75.66 | No quote |
| 7 | MSFT | MICROSOFT CORP | 2.52% | Reduce -27.7% | 7,348,676 | $407.71M | $55.48 | No quote |
| 8 | NWSA | NEWS CORP - CLASS A | 2.43% | Reduce -1.9% | 29,402,189 | $392.81M | $13.36 | No quote |
| 9 | ORCL | ORACLE CORP | 2.43% | Reduce -3.1% | 10,747,914 | $392.62M | $36.53 | No quote |
| 10 | WMT | WAL-MART STORES | 2.33% | Reduce -2.8% | 6,145,803 | $376.74M | $61.30 | No quote |
| 11 | PH | PARKER HANNIFIN CORPORATION | 2.30% | Add +9.2% | 3,839,731 | $372.38M | $96.98 | No quote |
| 12 | JPM | JP MORGAN CHASE & CO | 2.21% | Reduce -0.3% | 5,423,977 | $358.15M | $66.03 | No quote |
| 13 | INTC | INTEL CORPORATION | 2.17% | Reduce -9.4% | 10,200,462 | $351.41M | $34.45 | No quote |
| 14 | BEN | FRANKLIN RESOURCES INC. | 2.15% | Add +22.4% | 9,462,920 | $348.43M | $36.82 | No quote |
| 15 | DOV | DOVER CORP | 2.15% | Add +151.1% | 5,671,522 | $347.72M | $61.31 | No quote |
| 16 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.96% | Reduce -4.0% | 5,637,010 | $316.91M | $56.22 | No quote |
| 17 | SPLS | STAPLES INC | 1.95% | Add +30.6% | 33,304,711 | $315.4M | No quote | No quote |
| 18 | SWK | STANLEY BLACK & DECKER INC | 1.94% | Reduce -5.4% | 2,944,212 | $314.24M | $106.73 | No quote |
| 19 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 1.91% | New | 20,321,861 | $308.89M | $15.20 | No quote |
| 20 | BP | BP PLC - SPONS ADR | 1.87% | Reduce -0.7% | 9,664,508 | $302.11M | $31.26 | No quote |
| 21 | MS | MORGAN STANLEY | 1.86% | Reduce -2.0% | 9,483,618 | $301.67M | $31.81 | No quote |
| 22 | IPG | INTERPUBLIC GROUP OF COS INC | 1.84% | Reduce -6.6% | 12,784,823 | $297.63M | No quote | No quote |
| 23 | MET | METLIFE INC | 1.78% | Add +0.3% | 5,992,271 | $288.89M | $48.21 | No quote |
| 24 | GS | GOLDMAN SACHS GROUP INC | 1.71% | Add +0.1% | 1,538,730 | $277.33M | $180.23 | No quote |
| 25 | VOYA | VOYA FINANCIAL INC. | 1.69% | Add +0.0% | 7,395,161 | $272.96M | $36.91 | No quote |
| 26 | WSH | WILLIS GROUP HOLDINGS LTD | 1.65% | Reduce -1.5% | 5,493,939 | $266.84M | No quote | No quote |
| 27 | PNC | PNC FINANCIAL SERVICES | 1.60% | Reduce -4.4% | 2,717,749 | $259.03M | $95.31 | No quote |
| 28 | F | FORD MOTOR COMPANY | 1.59% | Reduce -0.3% | 18,287,179 | $257.67M | $14.09 | No quote |
| 29 | RF | REGIONS FINL CORP | 1.53% | Add +13.6% | 25,863,310 | $248.29M | $9.60 | No quote |
| 30 | HPQ | HP INC | 1.49% | New | 20,339,606 | $240.82M | $11.84 | No quote |
| 31 | UBS | UBS GROUP AG | 1.48% | Reduce -2.4% | 12,336,997 | $238.97M | $19.37 | No quote |
| 32 | XL | XL GROUP PLC | 1.38% | Reduce -6.0% | 5,695,677 | $223.16M | No quote | No quote |
| 33 | ABT | ABBOTT LABORATORIES | 1.35% | Reduce -6.3% | 4,861,129 | $218.31M | $44.91 | No quote |
| 34 | STT | STATE STREET CORP | 1.33% | Reduce -0.6% | 3,233,807 | $214.6M | $66.36 | No quote |
| 35 | CI | CIGNA CORP | 1.16% | Reduce -32.1% | 1,278,327 | $187.06M | $146.33 | No quote |
| 36 | BAX | BAXTER INTERNATIONAL INC | 1.12% | Reduce -2.6% | 4,736,982 | $180.72M | $38.15 | No quote |
| 37 | AVT | AVNET INC | 1.10% | Reduce -26.8% | 4,144,718 | $177.56M | $42.84 | No quote |
| 38 | LAMR | LAMAR ADVERTISING CO -A | 0.87% | Reduce -7.9% | 2,343,982 | $140.59M | $59.98 | No quote |
| 39 | BXLT | BAXALTA INC | 0.87% | Reduce -12.3% | 3,593,273 | $140.25M | No quote | No quote |
| 40 | JNJ | JOHNSON & JOHNSON | 0.75% | Add +0.0% | 1,174,524 | $120.65M | $102.72 | No quote |
| 41 | ON | ON SEMICONDUCTOR CORP | 0.68% | Add +1.5% | 11,151,916 | $109.29M | $9.80 | No quote |
| 42 | MUR | MURPHY OIL CORP | 0.65% | Reduce -0.6% | 4,712,018 | $105.79M | $22.45 | No quote |
| 43 | K | KELLOGG COMPANY | 0.58% | Add +0.1% | 1,298,005 | $93.81M | No quote | No quote |
| 44 | EIX | EDISON INTERNATIONAL | 0.57% | Reduce -2.6% | 1,553,114 | $91.96M | No quote | No quote |
| 45 | WFC | WELLS FARGO CO | 0.56% | Reduce -18.2% | 1,675,568 | $91.08M | $54.36 | No quote |
| 46 | GLW | CORNING INC | 0.54% | Add +0.3% | 4,806,511 | $87.86M | $18.28 | No quote |
| 47 | PGR | PROGRESSIVE CORP | 0.53% | Reduce -5.1% | 2,678,066 | $85.16M | $31.80 | No quote |
| 48 | TEX | TEREX CORP | 0.52% | Add +4.7% | 4,538,358 | $83.87M | $18.48 | No quote |
| 49 | KEY | KEY CORP | 0.51% | Add +20.5% | 6,309,728 | $83.23M | $13.19 | No quote |
| 50 | CSCO | CISCO SYSTEMS INC | 0.51% | Add +0.2% | 3,038,190 | $82.5M | $27.16 | No quote |
| 51 | APA | APACHE CORP | 0.50% | Reduce -4.0% | 1,803,214 | $80.19M | $44.47 | No quote |
| 52 | ACM | AECOM | 0.49% | Reduce -5.7% | 2,633,890 | $79.1M | $30.03 | No quote |
| 53 | ALL | ALLSTATE CORP | 0.47% | Add +19.3% | 1,224,908 | $76.06M | $62.09 | No quote |
| 54 | MAS | MASCO CORP | 0.46% | Reduce -24.6% | 2,627,217 | $74.35M | $28.30 | No quote |
| 55 | CMA | COMERICA INC | 0.45% | Reduce -3.5% | 1,755,338 | $73.43M | No quote | No quote |
| 56 | BHI | BAKER HUGHES INC | 0.45% | Reduce -41.8% | 1,574,808 | $72.68M | No quote | No quote |
| 57 | FITB | FIFTH THIRD BANCORP | 0.44% | Add +2.4% | 3,575,428 | $71.87M | $20.10 | No quote |
| 58 | PFE | PFIZER INC | 0.43% | Add +0.1% | 2,161,593 | $69.78M | $32.28 | No quote |
| 59 | SPN | SUPERIOR ENERGY SERVICES INC | 0.43% | Add +3.2% | 5,133,425 | $69.15M | No quote | No quote |
| 60 | NWS | NEWS CORP - CLASS B | 0.41% | Reduce -4.3% | 4,749,059 | $66.3M | $13.96 | No quote |
| 61 | ATU | ACTUANT CORP- A | 0.40% | Reduce -1.0% | 2,705,683 | $64.83M | No quote | No quote |
| 62 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.40% | Reduce -2.0% | 5,725,816 | $64.19M | $11.21 | No quote |
| 63 | DAN | DANA HOLDING CORP | 0.39% | Add +12.3% | 4,630,966 | $63.91M | No quote | No quote |
| 64 | AET | AETNA INC | 0.39% | Reduce -0.3% | 586,750 | $63.44M | No quote | No quote |
| 65 | WBS | WEBSTER FINANCIAL CORP. | 0.38% | Reduce -3.6% | 1,645,546 | $61.2M | $37.19 | No quote |
| 66 | TEL | TE CONNECTIVITY LTD. | 0.35% | Reduce -0.0% | 872,388 | $56.37M | $64.61 | No quote |
| 67 | ETR | ENTERGY CORP | 0.34% | Add +0.0% | 796,759 | $54.47M | No quote | No quote |
| 68 | CFG | CITIZENS FINANCIAL GROUP | 0.34% | Reduce -17.1% | 2,074,421 | $54.33M | $26.19 | No quote |
| 69 | CVE | CENOVUS ENERGY INC. | 0.32% | Add +4.1% | 4,097,423 | $51.71M | $12.62 | No quote |
| 70 | CVS | CVS HEALTH CORPORATION | 0.32% | Add +0.0% | 527,389 | $51.56M | $97.77 | No quote |
| 71 | G | GENPACT LTD | 0.31% | Add +10.8% | 2,014,631 | $50.33M | $24.98 | No quote |
| 72 | SNV | SYNOVUS FINANCIAL CORP | 0.30% | Reduce -15.7% | 1,522,475 | $49.3M | No quote | No quote |
| 73 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.30% | Add +3.4% | 758,856 | $48.56M | No quote | No quote |
| 74 | TMK | TORCHMARK CORP | 0.29% | Reduce -8.7% | 828,929 | $47.38M | No quote | No quote |
| 75 | IVZ | INVESCO LTD | 0.28% | Add +5.6% | 1,339,937 | $44.86M | $33.48 | No quote |
| 76 | QCOM | QUALCOMM INC | 0.27% | Add +0.3% | 881,855 | $44.08M | $49.99 | No quote |
| 77 | VIV | TELEFONICA BRASIL - ADR | 0.25% | Add +14.4% | 4,484,102 | $40.49M | No quote | No quote |
| 78 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.24% | Reduce -0.1% | 1,607,929 | $38.45M | No quote | No quote |
| 79 | DIOD | DIODES INC. | 0.23% | Reduce -1.1% | 1,627,663 | $37.4M | $22.98 | No quote |
| 80 | ROCK | GIBRALTAR INDUSTRIES INC | 0.23% | Reduce -30.3% | 1,467,986 | $37.35M | No quote | No quote |
| 81 | OMI | OWENS & MINOR INC | 0.23% | Reduce -0.8% | 1,029,003 | $37.02M | No quote | No quote |
| 82 | KBR | KBR INC | 0.23% | Reduce -9.4% | 2,169,517 | $36.71M | $16.92 | No quote |
| 83 | DOOR | MASONITE INTERNATIONAL CORP | 0.22% | Add +2.9% | 572,441 | $35.05M | No quote | No quote |
| 84 | ESND | ESSENDANT INC | 0.22% | Add +52.0% | 1,075,262 | $34.96M | No quote | No quote |
| 85 | BBCN | BBCN BANCORP INC | 0.22% | Reduce -11.9% | 2,022,814 | $34.83M | No quote | No quote |
| 86 | ASB | ASSOCIATED BANC CORP | 0.21% | Add +0.1% | 1,832,700 | $34.36M | $18.75 | No quote |
| 87 | TECD | TECH DATA CORP | 0.20% | Reduce -1.3% | 495,497 | $32.89M | No quote | No quote |
| 88 | SRI | STONERIDGE INC | 0.20% | Reduce -0.5% | 2,172,941 | $32.16M | No quote | No quote |
| 89 | NPBC | NATIONAL PENN BANCSHARES INC | 0.19% | Reduce -1.4% | 2,549,492 | $31.44M | No quote | No quote |
| 90 | NSIT | INSIGHT ENTERPRISES INC | 0.19% | Reduce -1.4% | 1,223,407 | $30.73M | $25.12 | No quote |
| 91 | VR | VALIDUS HOLDINGS LTD | 0.19% | Reduce -10.8% | 662,702 | $30.68M | No quote | No quote |
| 92 | GNW | GENWORTH FINANCIAL INC CL A | 0.19% | Add +6.9% | 8,170,865 | $30.48M | No quote | No quote |
| 93 | STX | SEAGATE TECHNOLOGY | 0.19% | New | 826,469 | $30.3M | $36.66 | No quote |
| 94 | FMBI | FIRST MIDWEST BANCORP INC | 0.19% | Reduce -0.6% | 1,640,523 | $30.24M | No quote | No quote |
| 95 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.18% | Add +1.8% | 604,616 | $29.2M | No quote | No quote |
| 96 | LM | LEGG MASON INC | 0.18% | Add +41.5% | 738,912 | $28.99M | No quote | No quote |
| 97 | GTLS | CHART INDUSTRIES INC | 0.18% | Add +199.3% | 1,608,879 | $28.9M | No quote | No quote |
| 98 | CMCO | COLUMBUS MCKINNON CORP | 0.18% | Add +36.9% | 1,519,816 | $28.73M | $18.90 | No quote |
| 99 | TTEK | TETRA TECH INC | 0.18% | Reduce -14.1% | 1,089,986 | $28.36M | $26.02 | No quote |
| 100 | T | AT&T INC | 0.17% | - | 823,058 | $28.32M | $34.41 | No quote |
| 101 | UVV | UNIVERSAL CORP | 0.17% | Reduce -0.0% | 499,285 | $28M | $56.08 | No quote |
| 102 | ARGO | ARGO GROUP INTERNATIONAL | 0.17% | Reduce -1.4% | 452,537 | $27.08M | No quote | No quote |
| 103 | UPBD | RENT A CENTER INC | 0.17% | Add +105.7% | 1,793,691 | $26.85M | $14.97 | No quote |
| 104 | OC | OWENS CORNING | 0.16% | Reduce -20.9% | 567,195 | $26.68M | $47.03 | No quote |
| 105 | LLL | L-3 COMMUNICATIONS | 0.16% | Reduce -0.1% | 213,075 | $25.47M | No quote | No quote |
| 106 | BRC | BRADY CORP CL A | 0.15% | Reduce -25.7% | 1,061,087 | $24.38M | $22.98 | No quote |
| 107 | CUB | CUBIC CORP | 0.15% | Add +0.1% | 501,384 | $23.69M | No quote | No quote |
| 108 | BGC | GENERAL CABLE CORP DEL NE | 0.14% | Add +0.8% | 1,723,104 | $23.14M | $13.43 | No quote |
| 109 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.14% | Add +11.3% | 370,923 | $22.26M | $60.02 | No quote |
| 110 | TCF | TCF FINANCIAL CORP | 0.13% | Reduce -0.1% | 1,512,268 | $21.35M | No quote | No quote |
| 111 | SFG | STANCORP FINANCIAL GROUP | 0.12% | Reduce -1.8% | 173,476 | $19.76M | No quote | No quote |
| 112 | WSFS | WSFS FINANCIAL CORP | 0.12% | Reduce -0.6% | 590,483 | $19.11M | $32.36 | No quote |
| 113 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.10% | Add +431.1% | 3,821,153 | $16.89M | No quote | No quote |
| 114 | KSS | KOHLS CORP | 0.10% | Add +0.1% | 347,249 | $16.54M | No quote | No quote |
| 115 | ACE | ACE LTD | 0.10% | Reduce -5.6% | 139,011 | $16.24M | No quote | No quote |
| 116 | MATW | MATTHEWS INTL CORP - CL A | 0.10% | Reduce -36.6% | 300,893 | $16.08M | $53.45 | No quote |
| 117 | HPT | HOSPITALITY PROPERTIES TRUST | 0.09% | Reduce -0.2% | 586,621 | $15.34M | No quote | No quote |
| 118 | PHH | PHH CORP | 0.09% | Add +1.3% | 922,863 | $14.95M | No quote | No quote |
| 119 | RDUS | SCHNITZER STEEL INDS INC - A | 0.09% | Add +0.9% | 1,024,051 | $14.72M | No quote | No quote |
| 120 | PG | PROCTER & GAMBLE COMPANY | 0.09% | Add +0.2% | 185,224 | $14.71M | $79.41 | No quote |
| 121 | EXC | EXELON CORP | 0.09% | Add +58.3% | 528,251 | $14.67M | No quote | No quote |
| 122 | IM | INGRAM MICRO INC CL-A | 0.09% | Reduce -15.1% | 474,607 | $14.42M | No quote | No quote |
| 123 | EG | EVEREST RE GROUP LTD | 0.09% | Add +9.0% | 78,041 | $14.29M | $183.10 | No quote |
| 124 | EPR | EPR PROPERTIES | 0.09% | - | 239,975 | $14.03M | No quote | No quote |
| 125 | PCG | PG&E CORP | 0.09% | - | 262,800 | $13.98M | $53.19 | No quote |
| 126 | ARW | ARROW ELECTRONICS INC | 0.09% | Reduce -3.0% | 253,945 | $13.76M | $54.18 | No quote |
| 127 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.08% | Add +0.2% | 314,390 | $13.66M | $43.46 | No quote |
| 128 | JBL | JABIL CIRCUIT INC | 0.08% | Add +0.1% | 557,730 | $12.99M | $23.29 | No quote |
| 129 | TPC | TUTOR PERINI CORP | 0.08% | Add +1.3% | 749,454 | $12.55M | $16.74 | No quote |
| 130 | RDC | ROWAN COMPANIES PLC - A | 0.08% | - | 730,525 | $12.38M | No quote | No quote |
| 131 | COP | CONOCOPHILLIPS | 0.08% | Reduce -0.3% | 264,999 | $12.37M | $46.69 | No quote |
| 132 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.08% | Reduce -6.7% | 539,578 | $12.28M | $22.75 | No quote |
| 133 | PRI | PRIMERICA INC | 0.07% | Reduce -37.5% | 227,759 | $10.76M | $47.23 | No quote |
| 134 | TRS | TRIMAS CORP | 0.06% | Add +0.9% | 525,784 | $9.81M | $18.65 | No quote |
| 135 | MWW | MONSTER WORLDWIDE INC | 0.06% | Reduce -19.4% | 1,581,709 | $9.06M | No quote | No quote |
| 136 | AIZ | ASSURANT INC | 0.05% | Reduce -70.7% | 101,422 | $8.17M | No quote | No quote |
| 137 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.05% | - | 805,935 | $7.78M | $9.65 | No quote |
| 138 | CDW | CDW CORP | 0.04% | Reduce -54.3% | 146,082 | $6.14M | $42.04 | No quote |
| 139 | BPOP | POPULAR INC. | 0.04% | Reduce -13.0% | 214,380 | $6.08M | No quote | No quote |
| 140 | KKR | KKR & CO LP | 0.03% | New | 288,472 | $4.5M | $15.59 | No quote |
| 141 | KEG | KEY ENERGY SERVICES INC | 0.02% | Add +297.6% | 5,495,425 | $2.65M | No quote | No quote |
| 142 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.01% | Reduce -93.6% | 17,560 | $2.17M | $123.63 | No quote |
| 143 | IBN | ICICI BANK LTD - SPON ADR | 0.01% | - | 277,050 | $2.17M | $7.83 | No quote |
| 144 | INFY | INFOSYS LTD - SP ADR | 0.01% | - | 114,700 | $1.92M | $16.75 | No quote |
| 145 | EEM | ISHARES MSCI EMERGING MKT IN | 0.01% | New | 45,925 | $1.48M | $32.18 | No quote |
| 146 | SXCLD | STEEL EXCEL INC | 0.01% | - | 63,567 | $935K | No quote | No quote |
| 147 | CVX | CHEVRON CORPORATION | 0.00% | New | 7,862 | $707K | $89.93 | No quote |
| 148 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.00% | - | 17,025 | $572K | $33.60 | No quote |
| 149 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $327K | $4.30 | No quote |
| 150 | WFT | WEATHERFORD INTL PLC | 0.00% | New | 13,296 | $112K | No quote | No quote |
| 155 | WCG | WELLCARE HEALTH PLANS INC | - | Sold | 0 | $0 | No quote | No quote |
| 154 | SYA | SYMETRA FINANCIAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 153 | HPQ | HEWLETT-PACKARD CO | - | Sold | 0 | $0 | No quote | No quote |
| 152 | CNW | CON-WAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 151 | BDX | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |