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 98 of 162 rows. Rows without a quote are marked unavailable.
| 1 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.98% | Add +0.5% | 10,019,575 | $485.45M | No quote | No quote |
| 2 | PH | PARKER HANNIFIN CORPORATION | 2.68% | Add +2.3% | 3,927,461 | $436.26M | $111.08 | No quote |
| 3 | ORCL | ORACLE CORP | 2.62% | Reduce -3.1% | 10,412,043 | $425.96M | $40.91 | No quote |
| 4 | XOM | EXXON MOBIL CORP | 2.56% | Reduce -18.0% | 4,980,581 | $416.33M | $83.59 | No quote |
| 5 | BEN | FRANKLIN RESOURCES INC. | 2.54% | Add +12.0% | 10,597,669 | $413.84M | $39.05 | No quote |
| 6 | C | CITIGROUP INC | 2.53% | Add +8.7% | 9,863,370 | $411.8M | $41.75 | No quote |
| 7 | BAC | BANK OF AMERICA CORP | 2.51% | Add +5.6% | 30,276,786 | $409.34M | $13.52 | No quote |
| 8 | DOV | DOVER CORP | 2.42% | Add +8.2% | 6,134,956 | $394.66M | $64.33 | No quote |
| 9 | WMT | WAL-MART STORES | 2.40% | Reduce -7.0% | 5,714,764 | $391.4M | $68.49 | No quote |
| 10 | OMC | OMNICOM GROUP | 2.38% | Reduce -16.8% | 4,660,163 | $387.87M | $83.23 | No quote |
| 11 | SPLS | STAPLES INC | 2.33% | Add +3.2% | 34,361,523 | $379.01M | No quote | No quote |
| 12 | NWSA | NEWS CORP - CLASS A | 2.30% | Reduce -0.3% | 29,310,269 | $374.29M | $12.77 | No quote |
| 13 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.27% | Add +2.5% | 20,837,525 | $369.45M | $17.73 | No quote |
| 14 | AIG | AMERICAN INTERNATIONAL GROUP | 2.19% | Reduce -12.8% | 6,607,420 | $357.13M | $54.05 | No quote |
| 15 | VOYA | VOYA FINANCIAL INC. | 2.11% | Add +56.4% | 11,563,391 | $344.24M | $29.77 | No quote |
| 16 | STX | SEAGATE TECHNOLOGY | 2.07% | Add +1086.3% | 9,804,268 | $337.76M | $34.45 | No quote |
| 17 | JPM | JP MORGAN CHASE & CO | 1.96% | Reduce -0.8% | 5,378,062 | $318.49M | $59.22 | No quote |
| 18 | MS | MORGAN STANLEY | 1.94% | Add +33.4% | 12,649,083 | $316.35M | $25.01 | No quote |
| 19 | INTC | INTEL CORPORATION | 1.87% | Reduce -7.8% | 9,405,645 | $304.27M | $32.35 | No quote |
| 20 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.81% | Reduce -5.9% | 5,303,536 | $294.13M | $55.46 | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.78% | Add +19.8% | 1,843,793 | $289.44M | $156.98 | No quote |
| 22 | IPG | INTERPUBLIC GROUP OF COS INC | 1.72% | Reduce -4.4% | 12,221,112 | $280.48M | No quote | No quote |
| 23 | MET | METLIFE INC | 1.68% | Add +4.0% | 6,232,310 | $273.85M | $43.94 | No quote |
| 24 | MUR | MURPHY OIL CORP | 1.67% | Add +129.5% | 10,812,354 | $272.36M | $25.19 | No quote |
| 25 | BP | BP PLC - SPONS ADR | 1.67% | Reduce -7.0% | 8,987,246 | $271.24M | $30.18 | No quote |
| 26 | HPQ | HP INC | 1.60% | Add +4.2% | 21,188,101 | $261.04M | $12.32 | No quote |
| 27 | SWK | STANLEY BLACK & DECKER INC | 1.54% | Reduce -18.9% | 2,388,244 | $251.27M | $105.21 | No quote |
| 28 | F | FORD MOTOR COMPANY | 1.53% | Add +0.8% | 18,433,504 | $248.85M | $13.50 | No quote |
| 29 | RF | REGIONS FINL CORP | 1.49% | Add +19.7% | 30,951,769 | $242.97M | $7.85 | No quote |
| 30 | MSFT | MICROSOFT CORP | 1.39% | Reduce -44.1% | 4,104,570 | $226.7M | $55.23 | No quote |
| 31 | UBS | UBS GROUP AG | 1.19% | Reduce -1.6% | 12,141,704 | $194.51M | $16.02 | No quote |
| 32 | ABT | ABBOTT LABORATORIES | 1.19% | Reduce -4.5% | 4,642,170 | $194.18M | $41.83 | No quote |
| 33 | STT | STATE STREET CORP | 1.18% | Add +1.4% | 3,279,296 | $191.9M | $58.52 | No quote |
| 34 | AVT | AVNET INC | 1.17% | Add +3.8% | 4,300,793 | $190.53M | $44.30 | No quote |
| 35 | XL | XL GROUP PLC | 1.16% | Reduce -10.1% | 5,122,904 | $188.52M | No quote | No quote |
| 36 | PNC | PNC FINANCIAL SERVICES | 1.14% | Reduce -18.9% | 2,203,011 | $186.31M | $84.57 | No quote |
| 37 | CVE | CENOVUS ENERGY INC. | 1.07% | Add +226.8% | 13,390,425 | $174.08M | $13.00 | No quote |
| 38 | BAX | BAXTER INTERNATIONAL INC | 1.03% | Reduce -13.8% | 4,084,406 | $167.79M | $41.08 | No quote |
| 39 | WTW | WILLIS TOWERS WATSON PLC | 0.91% | New | 1,251,011 | $148.45M | $118.66 | No quote |
| 40 | LAMR | LAMAR ADVERTISING CO -A | 0.85% | Reduce -3.8% | 2,254,188 | $138.63M | $61.50 | No quote |
| 41 | JNJ | JOHNSON & JOHNSON | 0.79% | Add +0.9% | 1,185,329 | $128.25M | $108.20 | No quote |
| 42 | HAL | HALLIBURTON CO | 0.78% | New | 3,534,585 | $126.26M | $35.72 | No quote |
| 43 | ON | ON SEMICONDUCTOR CORP | 0.77% | Add +16.8% | 13,030,043 | $124.96M | $9.59 | No quote |
| 44 | TEX | TEREX CORP | 0.73% | Add +5.9% | 4,804,769 | $119.54M | $24.88 | No quote |
| 45 | EIX | EDISON INTERNATIONAL | 0.70% | Add +2.2% | 1,586,887 | $114.08M | No quote | No quote |
| 46 | CI | CIGNA CORP | 0.64% | Reduce -40.4% | 761,695 | $104.54M | $137.24 | No quote |
| 47 | ACM | AECOM | 0.62% | Add +23.7% | 3,257,294 | $100.29M | $30.79 | No quote |
| 48 | GLW | CORNING INC | 0.59% | Reduce -4.5% | 4,588,670 | $95.86M | $20.89 | No quote |
| 49 | APA | APACHE CORP | 0.55% | Add +0.9% | 1,818,639 | $88.77M | $48.81 | No quote |
| 50 | K | KELLOGG COMPANY | 0.52% | Reduce -14.2% | 1,113,983 | $85.28M | No quote | No quote |
| 51 | CMA | COMERICA INC | 0.52% | Add +27.9% | 2,244,512 | $85M | No quote | No quote |
| 52 | ALL | ALLSTATE CORP | 0.52% | Add +2.6% | 1,257,340 | $84.71M | $67.37 | No quote |
| 53 | CSCO | CISCO SYSTEMS INC | 0.48% | Reduce -9.2% | 2,757,432 | $78.5M | $28.47 | No quote |
| 54 | COP | CONOCOPHILLIPS | 0.48% | Add +632.4% | 1,940,954 | $78.16M | $40.27 | No quote |
| 55 | KEY | KEY CORP | 0.48% | Add +12.0% | 7,065,553 | $78M | $11.04 | No quote |
| 56 | WFC | WELLS FARGO CO | 0.47% | Reduce -4.9% | 1,592,870 | $77.03M | $48.36 | No quote |
| 57 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.47% | Add +11.3% | 6,372,016 | $76.85M | $12.06 | No quote |
| 58 | DAN | DANA HOLDING CORP | 0.46% | Add +14.5% | 5,303,153 | $74.72M | No quote | No quote |
| 59 | KBR | KBR INC | 0.44% | Add +114.0% | 4,642,323 | $71.86M | $15.48 | No quote |
| 60 | ATU | ACTUANT CORP- A | 0.44% | Add +7.1% | 2,896,871 | $71.58M | No quote | No quote |
| 61 | SPN | SUPERIOR ENERGY SERVICES INC | 0.42% | Reduce -0.3% | 5,116,467 | $68.51M | No quote | No quote |
| 62 | PFE | PFIZER INC | 0.40% | Add +1.2% | 2,187,104 | $64.83M | $29.64 | No quote |
| 63 | IVZ | INVESCO LTD | 0.39% | Add +54.8% | 2,074,213 | $63.82M | $30.77 | No quote |
| 64 | BHI | BAKER HUGHES INC | 0.39% | Reduce -8.2% | 1,445,923 | $63.38M | No quote | No quote |
| 65 | ETR | ENTERGY CORP | 0.39% | Add +0.0% | 796,919 | $63.18M | No quote | No quote |
| 66 | WBS | WEBSTER FINANCIAL CORP. | 0.38% | Add +5.9% | 1,742,097 | $62.54M | $35.90 | No quote |
| 67 | FITB | FIFTH THIRD BANCORP | 0.38% | Add +4.0% | 3,718,600 | $62.06M | $16.69 | No quote |
| 68 | VIV | TELEFONICA BRASIL - ADR | 0.38% | Add +9.8% | 4,922,277 | $61.48M | No quote | No quote |
| 69 | NWS | NEWS CORP - CLASS B | 0.38% | Reduce -2.9% | 4,610,218 | $61.09M | $13.25 | No quote |
| 70 | G | GENPACT LTD | 0.37% | Add +10.8% | 2,232,720 | $60.71M | $27.19 | No quote |
| 71 | CVS | CVS HEALTH CORPORATION | 0.34% | Add +0.2% | 528,659 | $54.84M | $103.73 | No quote |
| 72 | TEL | TE CONNECTIVITY LTD. | 0.33% | Add +0.4% | 875,559 | $54.22M | $61.92 | No quote |
| 73 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.32% | Add +6.4% | 807,616 | $52.77M | No quote | No quote |
| 74 | BXLT | BAXALTA INC | 0.32% | Reduce -64.5% | 1,277,007 | $51.59M | No quote | No quote |
| 75 | TMK | TORCHMARK CORP | 0.31% | Add +14.2% | 946,406 | $51.26M | No quote | No quote |
| 76 | MRK | MERCK & CO INC | 0.30% | New | 921,365 | $48.75M | $52.91 | No quote |
| 77 | DOOR | MASONITE INTERNATIONAL CORP | 0.29% | Add +24.5% | 712,522 | $46.67M | No quote | No quote |
| 78 | QCOM | QUALCOMM INC | 0.28% | Add +0.6% | 887,191 | $45.37M | $51.14 | No quote |
| 79 | SNV | SYNOVUS FINANCIAL CORP | 0.27% | Add +0.7% | 1,532,901 | $44.32M | No quote | No quote |
| 80 | CFG | CITIZENS FINANCIAL GROUP | 0.27% | Add +0.8% | 2,091,046 | $43.81M | $20.95 | No quote |
| 81 | ROCK | GIBRALTAR INDUSTRIES INC | 0.25% | Reduce -4.0% | 1,408,780 | $40.29M | No quote | No quote |
| 82 | ASB | ASSOCIATED BANC CORP | 0.24% | Add +18.9% | 2,180,070 | $39.11M | $17.94 | No quote |
| 83 | GTLS | CHART INDUSTRIES INC | 0.23% | Add +5.5% | 1,698,111 | $36.88M | No quote | No quote |
| 84 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.22% | Reduce -11.8% | 1,417,632 | $35.24M | No quote | No quote |
| 85 | NSIT | INSIGHT ENTERPRISES INC | 0.22% | Add +0.1% | 1,224,273 | $35.06M | $28.64 | No quote |
| 86 | ESND | ESSENDANT INC | 0.21% | Add +1.1% | 1,086,985 | $34.71M | No quote | No quote |
| 87 | DIOD | DIODES INC. | 0.20% | Add +1.0% | 1,644,271 | $33.05M | $20.10 | No quote |
| 88 | VR | VALIDUS HOLDINGS LTD | 0.20% | Add +5.7% | 700,180 | $33.04M | No quote | No quote |
| 89 | TTEK | TETRA TECH INC | 0.20% | Add +0.3% | 1,092,735 | $32.59M | $29.82 | No quote |
| 90 | T | AT&T INC | 0.20% | - | 823,058 | $32.24M | $39.17 | No quote |
| 91 | CUB | CUBIC CORP | 0.20% | Add +59.9% | 801,665 | $32.04M | No quote | No quote |
| 92 | SRI | STONERIDGE INC | 0.19% | Reduce -1.6% | 2,138,971 | $31.14M | No quote | No quote |
| 93 | BBCN | BBCN BANCORP INC | 0.19% | Add +1.3% | 2,048,261 | $31.11M | No quote | No quote |
| 94 | FMBI | FIRST MIDWEST BANCORP INC | 0.18% | Add +0.2% | 1,643,896 | $29.62M | No quote | No quote |
| 95 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.18% | Add +0.6% | 607,948 | $29M | No quote | No quote |
| 96 | UVV | UNIVERSAL CORP | 0.18% | Add +0.8% | 503,326 | $28.59M | $56.81 | No quote |
| 97 | UPBD | RENT A CENTER INC | 0.17% | Reduce -0.6% | 1,783,256 | $28.27M | $15.85 | No quote |
| 98 | NPBC | NATIONAL PENN BANCSHARES INC | 0.17% | Reduce -0.4% | 2,540,359 | $27.03M | No quote | No quote |
| 99 | ARGO | ARGO GROUP INTERNATIONAL | 0.16% | Add +3.1% | 466,563 | $26.78M | No quote | No quote |
| 100 | MAS | MASCO CORP | 0.16% | Reduce -67.8% | 846,671 | $26.63M | $31.45 | No quote |
| 101 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.16% | Add +12.9% | 418,612 | $26.25M | $62.70 | No quote |
| 102 | LLL | L-3 COMMUNICATIONS | 0.16% | Add +0.2% | 213,500 | $25.3M | No quote | No quote |
| 103 | MRO | MARATHON OIL CORP COM | 0.15% | New | 2,261,047 | $25.19M | No quote | No quote |
| 104 | LM | LEGG MASON INC | 0.15% | Reduce -4.4% | 706,600 | $24.51M | No quote | No quote |
| 105 | CMCO | COLUMBUS MCKINNON CORP | 0.15% | Add +0.7% | 1,530,895 | $24.13M | $15.76 | No quote |
| 106 | EXC | EXELON CORP | 0.13% | Add +15.7% | 611,055 | $21.91M | No quote | No quote |
| 107 | BGC | GENERAL CABLE CORP DEL NE | 0.13% | Reduce -2.8% | 1,675,043 | $20.45M | $12.21 | No quote |
| 108 | ARW | ARROW ELECTRONICS INC | 0.12% | Add +20.0% | 304,670 | $19.62M | $64.41 | No quote |
| 109 | OC | OWENS CORNING | 0.12% | Reduce -26.9% | 414,675 | $19.61M | $47.28 | No quote |
| 110 | EPR | EPR PROPERTIES | 0.12% | Add +20.1% | 288,275 | $19.21M | No quote | No quote |
| 111 | WSFS | WSFS FINANCIAL CORP | 0.12% | Reduce -0.5% | 587,338 | $19.1M | $32.52 | No quote |
| 112 | TCF | TCF FINANCIAL CORP | 0.12% | Add +1.9% | 1,540,587 | $18.89M | No quote | No quote |
| 113 | RDUS | SCHNITZER STEEL INDS INC - A | 0.12% | Reduce -0.2% | 1,021,731 | $18.84M | No quote | No quote |
| 114 | GNW | GENWORTH FINANCIAL INC CL A | 0.12% | Reduce -15.9% | 6,873,293 | $18.76M | No quote | No quote |
| 115 | PCG | PG&E CORP | 0.11% | Add +18.9% | 312,561 | $18.67M | $59.72 | No quote |
| 116 | TECD | TECH DATA CORP | 0.11% | Reduce -51.9% | 238,205 | $18.29M | No quote | No quote |
| 117 | OMI | OWENS & MINOR INC | 0.11% | Reduce -56.3% | 449,414 | $18.17M | No quote | No quote |
| 118 | EG | EVEREST RE GROUP LTD | 0.11% | Add +17.4% | 91,636 | $18.09M | $197.43 | No quote |
| 119 | AXE | ANIXTER INTERNATIONAL INC | 0.11% | New | 341,684 | $17.81M | No quote | No quote |
| 120 | SCSC | SCANSOURCE INC | 0.11% | New | 437,819 | $17.68M | $40.38 | No quote |
| 121 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.11% | Add +2.2% | 3,905,326 | $17.57M | No quote | No quote |
| 122 | FTI | FMC TECHNOLOGIES INC | 0.11% | New | 637,749 | $17.45M | $27.36 | No quote |
| 123 | PGR | PROGRESSIVE CORP | 0.11% | Reduce -81.5% | 496,260 | $17.44M | $35.14 | No quote |
| 124 | AET | AETNA INC | 0.11% | Reduce -73.5% | 155,193 | $17.44M | No quote | No quote |
| 125 | CB | CHUBB LTD | 0.10% | New | 141,813 | $16.9M | $119.15 | No quote |
| 126 | KSS | KOHLS CORP | 0.10% | Add +0.7% | 349,774 | $16.3M | No quote | No quote |
| 127 | RDC | ROWAN COMPANIES PLC - A | 0.10% | Add +36.4% | 996,725 | $16.05M | No quote | No quote |
| 128 | HPT | HOSPITALITY PROPERTIES TRUST | 0.10% | Add +0.2% | 587,962 | $15.62M | No quote | No quote |
| 129 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | - | 314,390 | $14.49M | $46.08 | No quote |
| 130 | JBL | JABIL CIRCUIT INC | 0.08% | Add +28.2% | 714,997 | $13.78M | $19.27 | No quote |
| 131 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.08% | Reduce -13.0% | 469,278 | $12.3M | $26.20 | No quote |
| 132 | PHH | PHH CORP | 0.07% | Add +0.6% | 928,249 | $11.64M | No quote | No quote |
| 133 | PG | PROCTER & GAMBLE COMPANY | 0.07% | Reduce -28.1% | 133,274 | $10.97M | $82.31 | No quote |
| 134 | KKR | KKR & CO LP | 0.06% | Add +141.0% | 695,268 | $10.21M | $14.69 | No quote |
| 135 | PRI | PRIMERICA INC | 0.06% | Add +0.3% | 228,490 | $10.18M | $44.53 | No quote |
| 136 | AEL | AMERICAN EQUITY INVT LIFE | 0.06% | New | 590,141 | $9.91M | No quote | No quote |
| 137 | TRS | TRIMAS CORP | 0.06% | Add +3.2% | 542,568 | $9.51M | $17.52 | No quote |
| 138 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.05% | Add +1.2% | 815,735 | $8.26M | $10.12 | No quote |
| 139 | MATW | MATTHEWS INTL CORP - CL A | 0.04% | Reduce -57.4% | 128,197 | $6.6M | $51.47 | No quote |
| 140 | AIZ | ASSURANT INC | 0.04% | Reduce -20.6% | 80,508 | $6.21M | No quote | No quote |
| 141 | CDW | CDW CORP | 0.04% | - | 146,082 | $6.06M | $41.50 | No quote |
| 142 | BPOP | POPULAR INC. | 0.03% | Reduce -11.9% | 188,830 | $5.4M | No quote | No quote |
| 143 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.02% | New | 225,350 | $3.86M | $17.12 | No quote |
| 144 | INFY | INFOSYS LTD | 0.01% | - | 114,700 | $2.18M | $19.02 | No quote |
| 145 | KEG | KEY ENERGY SERVICES INC | 0.01% | Add +6.0% | 5,825,628 | $2.15M | No quote | No quote |
| 146 | IBN | ICICI BANK LTD | 0.01% | - | 277,050 | $1.98M | $7.16 | No quote |
| 147 | MWW | MONSTER WORLDWIDE INC | 0.01% | Reduce -75.7% | 384,426 | $1.25M | No quote | No quote |
| 148 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | Add +89.3% | 32,225 | $1.14M | $35.22 | No quote |
| 149 | TPC | TUTOR PERINI CORP | 0.01% | Reduce -92.0% | 60,200 | $936K | $15.55 | No quote |
| 150 | PKX | POSCO | 0.01% | New | 17,300 | $819K | No quote | No quote |
| 151 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $444K | $5.83 | No quote |
| 152 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | New | 12,402 | $127K | No quote | No quote |
| 162 | WSH | WILLIS GROUP HOLDINGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 161 | WFT | WEATHERFORD INTL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 160 | SXCLD | STEEL EXCEL INC | - | Sold | 0 | $0 | No quote | No quote |
| 159 | SFG | STANCORP FINANCIAL GROUP | - | Sold | 0 | $0 | No quote | No quote |
| 158 | LH | LABORATORY CORP OF AMERICA HOLDINGS | - | Sold | 0 | $0 | No quote | No quote |
| 157 | EEM | ISHARES MSCI EMERGING MKT IN | - | Sold | 0 | $0 | No quote | No quote |
| 156 | IM | INGRAM MICRO INC CL-A | - | Sold | 0 | $0 | No quote | No quote |
| 155 | CVX | CHEVRON CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 154 | BRC | BRADY CORP CL A | - | Sold | 0 | $0 | No quote | No quote |
| 153 | ACE | ACE LTD | - | Sold | 0 | $0 | No quote | No quote |