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 153 rows. Rows without a quote are marked unavailable.
| 1 | RDSA | ROYAL DUTCH SHELL PLC ADR | 3.09% | Reduce -10.8% | 8,941,688 | $493.76M | No quote | No quote |
| 2 | XOM | EXXON MOBIL CORP | 2.80% | Reduce -4.2% | 4,772,418 | $447.37M | $93.74 | No quote |
| 3 | DOV | DOVER CORP | 2.69% | Add +1.0% | 6,194,201 | $429.38M | $69.32 | No quote |
| 4 | PH | PARKER HANNIFIN CORPORATION | 2.59% | Reduce -2.4% | 3,835,028 | $414.38M | $108.05 | No quote |
| 5 | C | CITIGROUP INC | 2.56% | Reduce -2.2% | 9,647,065 | $408.94M | $42.39 | No quote |
| 6 | BAC | BANK OF AMERICA CORP | 2.49% | Reduce -1.1% | 29,946,738 | $397.39M | $13.27 | No quote |
| 7 | ORCL | ORACLE CORP | 2.46% | Reduce -7.9% | 9,587,982 | $392.44M | $40.93 | No quote |
| 8 | WMT | WAL-MART STORES | 2.45% | Reduce -6.0% | 5,368,914 | $392.04M | $73.02 | No quote |
| 9 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.37% | Reduce -0.3% | 20,764,556 | $379.37M | $18.27 | No quote |
| 10 | STX | SEAGATE TECHNOLOGY | 2.36% | Add +58.1% | 15,500,305 | $377.59M | $24.36 | No quote |
| 11 | OMC | OMNICOM GROUP | 2.36% | Reduce -0.8% | 4,624,761 | $376.87M | $81.49 | No quote |
| 12 | VOYA | VOYA FINANCIAL INC. | 2.35% | Add +31.2% | 15,175,429 | $375.74M | $24.76 | No quote |
| 13 | BEN | FRANKLIN RESOURCES INC. | 2.23% | Add +0.7% | 10,670,335 | $356.07M | $33.37 | No quote |
| 14 | AIG | AMERICAN INTERNATIONAL GROUP | 2.15% | Reduce -1.7% | 6,495,886 | $343.57M | $52.89 | No quote |
| 15 | MS | MORGAN STANLEY | 2.10% | Add +1.9% | 12,892,657 | $334.95M | $25.98 | No quote |
| 16 | JPM | JP MORGAN CHASE & CO | 2.08% | Reduce -0.3% | 5,363,320 | $333.28M | $62.14 | No quote |
| 17 | BP | BP PLC - SPONS ADR | 1.97% | Reduce -1.2% | 8,878,224 | $315.27M | $35.51 | No quote |
| 18 | INTC | INTEL CORPORATION | 1.91% | Reduce -0.9% | 9,324,290 | $305.84M | $32.80 | No quote |
| 19 | NWSA | NEWS CORP - CLASS A | 1.91% | Reduce -8.2% | 26,908,102 | $305.41M | $11.35 | No quote |
| 20 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.83% | Add +0.2% | 5,315,007 | $292.33M | $55.00 | No quote |
| 21 | SPLS | STAPLES INC | 1.83% | Reduce -1.3% | 33,904,301 | $292.26M | No quote | No quote |
| 22 | MUR | MURPHY OIL CORP | 1.82% | Reduce -15.0% | 9,186,692 | $291.68M | $31.75 | No quote |
| 23 | GS | GOLDMAN SACHS GROUP INC | 1.72% | Add +0.6% | 1,854,044 | $275.47M | $148.58 | No quote |
| 24 | IPG | INTERPUBLIC GROUP OF COS INC | 1.64% | Reduce -6.9% | 11,372,595 | $262.71M | No quote | No quote |
| 25 | HPQ | HP INC | 1.64% | Reduce -1.3% | 20,913,999 | $262.47M | $12.55 | No quote |
| 26 | RF | REGIONS FINL CORP | 1.62% | Reduce -1.8% | 30,403,525 | $258.73M | $8.51 | No quote |
| 27 | SWK | STANLEY BLACK & DECKER INC | 1.61% | Reduce -2.9% | 2,319,041 | $257.92M | $111.22 | No quote |
| 28 | MET | METLIFE INC | 1.53% | Reduce -1.5% | 6,140,192 | $244.56M | $39.83 | No quote |
| 29 | F | FORD MOTOR COMPANY | 1.45% | Add +0.1% | 18,453,743 | $231.96M | $12.57 | No quote |
| 30 | ABT | ABBOTT LABORATORIES | 1.31% | Add +14.8% | 5,327,448 | $209.42M | $39.31 | No quote |
| 31 | CVE | CENOVUS ENERGY INC. | 1.26% | Add +8.5% | 14,530,992 | $200.82M | $13.82 | No quote |
| 32 | STT | STATE STREET CORP | 1.12% | Add +1.6% | 3,330,276 | $179.57M | $53.92 | No quote |
| 33 | AVT | AVNET INC | 1.10% | Add +0.8% | 4,335,912 | $175.65M | $40.51 | No quote |
| 34 | MSFT | MICROSOFT CORP | 1.10% | Reduce -16.6% | 3,423,007 | $175.16M | $51.17 | No quote |
| 35 | PNC | PNC FINANCIAL SERVICES | 1.09% | Reduce -2.8% | 2,141,005 | $174.26M | $81.39 | No quote |
| 36 | XL | XL GROUP PLC | 1.08% | Add +0.8% | 5,161,867 | $171.94M | No quote | No quote |
| 37 | HAL | HALLIBURTON CO | 1.03% | Add +2.9% | 3,636,273 | $164.69M | $45.29 | No quote |
| 38 | UBS | UBS GROUP AG | 1.00% | Add +2.0% | 12,387,311 | $160.54M | $12.96 | No quote |
| 39 | WTW | WILLIS TOWERS WATSON PLC | 0.94% | Reduce -3.2% | 1,211,101 | $150.55M | $124.31 | No quote |
| 40 | TEX | TEREX CORP | 0.91% | Add +49.1% | 7,164,504 | $145.51M | $20.31 | No quote |
| 41 | BAX | BAXTER INTERNATIONAL INC | 0.88% | Reduce -23.7% | 3,115,865 | $140.9M | $45.22 | No quote |
| 42 | JNJ | JOHNSON & JOHNSON | 0.84% | Reduce -6.9% | 1,103,032 | $133.8M | $121.30 | No quote |
| 43 | EIX | EDISON INTERNATIONAL | 0.79% | Add +1.9% | 1,616,335 | $125.54M | No quote | No quote |
| 44 | LAMR | LAMAR ADVERTISING CO -A | 0.78% | Reduce -16.3% | 1,885,825 | $125.03M | $66.30 | No quote |
| 45 | ON | ON SEMICONDUCTOR CORP | 0.73% | Add +1.1% | 13,177,864 | $116.23M | $8.82 | No quote |
| 46 | ACM | AECOM | 0.70% | Add +7.4% | 3,497,198 | $111.11M | $31.77 | No quote |
| 47 | CMA | COMERICA INC | 0.63% | Add +9.4% | 2,455,354 | $100.99M | No quote | No quote |
| 48 | CI | CIGNA CORP | 0.62% | Add +1.3% | 771,405 | $98.73M | $127.99 | No quote |
| 49 | ALL | ALLSTATE CORP | 0.56% | Add +2.5% | 1,288,423 | $90.13M | $69.95 | No quote |
| 50 | COP | CONOCOPHILLIPS | 0.55% | Add +3.8% | 2,015,064 | $87.86M | $43.60 | No quote |
| 51 | MRK | MERCK & CO INC | 0.51% | Add +53.6% | 1,415,390 | $81.54M | $57.61 | No quote |
| 52 | K | KELLOGG COMPANY | 0.50% | Reduce -12.6% | 973,180 | $79.46M | No quote | No quote |
| 53 | KEY | KEY CORP | 0.50% | Add +1.6% | 7,181,553 | $79.36M | $11.05 | No quote |
| 54 | SPN | SUPERIOR ENERGY SERVICES INC | 0.49% | Reduce -16.6% | 4,264,415 | $78.51M | No quote | No quote |
| 55 | PFE | PFIZER INC | 0.48% | Reduce -0.0% | 2,186,404 | $76.98M | $35.21 | No quote |
| 56 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.47% | Add +0.0% | 6,372,403 | $75.19M | $11.80 | No quote |
| 57 | CSCO | CISCO SYSTEMS INC | 0.47% | Reduce -5.6% | 2,602,784 | $74.67M | $28.69 | No quote |
| 58 | IVZ | INVESCO LTD | 0.46% | Add +39.4% | 2,891,452 | $73.85M | $25.54 | No quote |
| 59 | GLW | CORNING INC | 0.46% | Reduce -22.2% | 3,568,545 | $73.08M | $20.48 | No quote |
| 60 | WBS | WEBSTER FINANCIAL CORP. | 0.41% | Add +11.1% | 1,934,946 | $65.69M | $33.95 | No quote |
| 61 | VIV | ***TELEFONICA BRASIL - ADR | 0.41% | Reduce -2.0% | 4,824,877 | $65.62M | No quote | No quote |
| 62 | FITB | FIFTH THIRD BANCORP | 0.41% | Add +0.1% | 3,722,350 | $65.48M | $17.59 | No quote |
| 63 | ETR | ENTERGY CORP | 0.41% | Add +0.4% | 799,844 | $65.07M | No quote | No quote |
| 64 | KBR | KBR INC | 0.40% | Add +5.3% | 4,888,123 | $64.72M | $13.24 | No quote |
| 65 | ATU | ACTUANT CORP- A | 0.39% | Reduce -4.4% | 2,769,506 | $62.62M | No quote | No quote |
| 66 | BHI | BAKER HUGHES INC | 0.39% | Reduce -4.2% | 1,384,985 | $62.5M | No quote | No quote |
| 67 | G | GENPACT LTD | 0.37% | Reduce -0.4% | 2,223,016 | $59.67M | $26.84 | No quote |
| 68 | DAN | DANA HOLDING CORP | 0.35% | Reduce -0.1% | 5,299,270 | $55.96M | No quote | No quote |
| 69 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.34% | Reduce -0.5% | 803,625 | $53.97M | No quote | No quote |
| 70 | TMK | TORCHMARK CORP | 0.33% | Reduce -10.2% | 849,491 | $52.52M | No quote | No quote |
| 71 | APA | APACHE CORP | 0.32% | Reduce -48.8% | 932,140 | $51.89M | $55.67 | No quote |
| 72 | CVS | CVS HEALTH CORPORATION | 0.32% | Add +0.2% | 529,884 | $50.73M | $95.74 | No quote |
| 73 | TEL | TE CONNECTIVITY LTD. | 0.31% | Add +0.4% | 878,715 | $50.18M | $57.11 | No quote |
| 74 | WFC | WELLS FARGO CO | 0.30% | Reduce -36.0% | 1,019,329 | $48.25M | $47.33 | No quote |
| 75 | QCOM | QUALCOMM INC | 0.30% | Add +0.1% | 888,541 | $47.6M | $53.57 | No quote |
| 76 | SNV | SYNOVUS FINANCIAL CORP | 0.28% | Reduce -0.1% | 1,531,317 | $44.39M | No quote | No quote |
| 77 | CFG | CITIZENS FINANCIAL GROUP | 0.26% | Add +0.2% | 2,095,671 | $41.87M | $19.98 | No quote |
| 78 | DOOR | MASONITE INTERNATIONAL CORP | 0.26% | Reduce -11.6% | 629,640 | $41.64M | No quote | No quote |
| 79 | GTLS | CHART INDUSTRIES INC | 0.25% | Reduce -1.3% | 1,675,388 | $40.43M | No quote | No quote |
| 80 | ASB | ASSOCIATED BANC CORP | 0.25% | Add +6.2% | 2,314,511 | $39.69M | $17.15 | No quote |
| 81 | AEL | AMERICAN EQUITY INVT LIFE | 0.24% | Add +353.4% | 2,675,697 | $38.13M | No quote | No quote |
| 82 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.24% | Add +10.0% | 1,559,649 | $38.1M | No quote | No quote |
| 83 | ESND | ESSENDANT INC | 0.22% | Add +7.9% | 1,173,329 | $35.86M | No quote | No quote |
| 84 | T | AT&T INC | 0.22% | Add +0.4% | 826,158 | $35.7M | $43.21 | No quote |
| 85 | ROCK | GIBRALTAR INDUSTRIES INC | 0.22% | Reduce -20.1% | 1,125,789 | $35.54M | No quote | No quote |
| 86 | VR | VALIDUS HOLDINGS LTD | 0.22% | Add +4.3% | 730,472 | $35.49M | No quote | No quote |
| 87 | SCSC | SCANSOURCE INC | 0.21% | Add +111.4% | 925,541 | $34.35M | $37.11 | No quote |
| 88 | NSIT | INSIGHT ENTERPRISES INC | 0.21% | Add +7.6% | 1,317,814 | $34.26M | $26.00 | No quote |
| 89 | CUB | CUBIC CORP | 0.21% | Add +6.1% | 850,674 | $34.16M | No quote | No quote |
| 90 | BBCN | BBCN BANCORP INC | 0.21% | Add +10.4% | 2,260,405 | $33.73M | No quote | No quote |
| 91 | AXE | ANIXTER INTERNATIONAL INC | 0.21% | Add +81.1% | 618,924 | $32.98M | No quote | No quote |
| 92 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.20% | Add +32.0% | 552,498 | $31.63M | $57.24 | No quote |
| 93 | LLL | L-3 COMMUNICATIONS | 0.20% | Add +0.3% | 214,175 | $31.42M | No quote | No quote |
| 94 | DIOD | DIODES INC. | 0.19% | Reduce -0.6% | 1,633,795 | $30.7M | $18.79 | No quote |
| 95 | TTEK | TETRA TECH INC | 0.19% | Reduce -11.0% | 972,107 | $29.89M | $30.74 | No quote |
| 96 | UVV | UNIVERSAL CORP | 0.18% | Reduce -0.5% | 500,604 | $28.91M | $57.74 | No quote |
| 97 | FMBI | FIRST MIDWEST BANCORP INC | 0.18% | Reduce -0.5% | 1,636,052 | $28.73M | No quote | No quote |
| 98 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.18% | Reduce -0.2% | 606,995 | $28.15M | No quote | No quote |
| 99 | SRI | STONERIDGE INC | 0.18% | Reduce -12.4% | 1,872,997 | $27.98M | No quote | No quote |
| 100 | ARGO | ARGO GROUP INTERNATIONAL | 0.17% | Add +9.9% | 512,641 | $26.61M | No quote | No quote |
| 101 | NWS | NEWS CORP - CLASS B | 0.16% | Reduce -51.1% | 2,253,975 | $26.3M | $11.67 | No quote |
| 102 | MAS | MASCO CORP | 0.16% | Reduce -0.1% | 846,154 | $26.18M | $30.94 | No quote |
| 103 | FTI | FMC TECHNOLOGIES INC | 0.16% | Add +49.6% | 953,866 | $25.44M | $26.67 | No quote |
| 104 | EPR | EPR PROPERTIES | 0.15% | - | 288,275 | $23.26M | No quote | No quote |
| 105 | EXC | EXELON CORP | 0.14% | Reduce -0.0% | 610,976 | $22.22M | No quote | No quote |
| 106 | UPBD | RENT A CENTER INC | 0.14% | Reduce -0.3% | 1,777,408 | $21.83M | $12.28 | No quote |
| 107 | CMCO | COLUMBUS MCKINNON CORP | 0.13% | Reduce -0.5% | 1,523,044 | $21.55M | $14.15 | No quote |
| 108 | BGC | GENERAL CABLE CORP DEL NE | 0.13% | Reduce -0.1% | 1,674,245 | $21.28M | $12.71 | No quote |
| 109 | PCG | PG&E CORP | 0.13% | Add +0.0% | 312,569 | $19.98M | $63.92 | No quote |
| 110 | TCF | TCF FINANCIAL CORP | 0.12% | Add +0.1% | 1,542,538 | $19.51M | No quote | No quote |
| 111 | AET | AETNA INC | 0.12% | Reduce -0.1% | 155,102 | $18.94M | No quote | No quote |
| 112 | LM | LEGG MASON INC | 0.12% | Reduce -9.5% | 639,775 | $18.87M | No quote | No quote |
| 113 | ARW | ARROW ELECTRONICS INC | 0.12% | - | 304,670 | $18.86M | $61.90 | No quote |
| 114 | WSFS | WSFS FINANCIAL CORP | 0.12% | Reduce -1.5% | 578,654 | $18.63M | $32.19 | No quote |
| 115 | TRS | TRIMAS CORP | 0.11% | Add +83.7% | 996,886 | $17.94M | $18.00 | No quote |
| 116 | RDUS | SCHNITZER STEEL INDS INC - A | 0.11% | Reduce -0.5% | 1,016,166 | $17.89M | No quote | No quote |
| 117 | CB | CHUBB LTD | 0.11% | Reduce -4.1% | 135,979 | $17.77M | $130.71 | No quote |
| 118 | GNW | GENWORTH FINANCIAL INC CL A | 0.11% | Reduce -0.3% | 6,851,300 | $17.68M | No quote | No quote |
| 119 | RDC | ROWAN COMPANIES PLC - A | 0.11% | - | 996,725 | $17.6M | No quote | No quote |
| 120 | BBT | BB&T CORP | 0.11% | New | 481,014 | $17.13M | No quote | No quote |
| 121 | HPT | HOSPITALITY PROPERTIES TRUST | 0.11% | - | 587,962 | $16.93M | No quote | No quote |
| 122 | OMI | OWENS & MINOR INC | 0.11% | Add +0.0% | 449,443 | $16.8M | No quote | No quote |
| 123 | EG | EVEREST RE GROUP LTD | 0.10% | Add +0.1% | 91,689 | $16.75M | $182.67 | No quote |
| 124 | PGR | PROGRESSIVE CORP | 0.10% | - | 496,260 | $16.63M | $33.50 | No quote |
| 125 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.10% | Add +0.3% | 3,916,110 | $15.23M | No quote | No quote |
| 126 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.09% | Add +17.2% | 549,878 | $14.42M | $26.23 | No quote |
| 127 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | - | 314,390 | $13.95M | $44.38 | No quote |
| 128 | KSS | KOHLS CORP | 0.08% | Add +0.9% | 352,924 | $13.38M | No quote | No quote |
| 129 | JBL | JABIL CIRCUIT INC | 0.08% | Reduce -0.1% | 713,963 | $13.19M | $18.47 | No quote |
| 130 | PG | PROCTER & GAMBLE COMPANY | 0.07% | Add +1.4% | 135,169 | $11.45M | $84.67 | No quote |
| 131 | OC | OWENS CORNING | 0.07% | Reduce -51.0% | 203,330 | $10.48M | $51.52 | No quote |
| 132 | KKR | KKR & CO LP | 0.05% | - | 695,268 | $8.58M | $12.34 | No quote |
| 133 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.05% | Add +0.1% | 816,616 | $7.37M | $9.03 | No quote |
| 134 | PRI | PRIMERICA INC | 0.04% | Reduce -45.2% | 125,265 | $7.17M | $57.24 | No quote |
| 135 | AIZ | ASSURANT INC | 0.04% | Reduce -0.3% | 80,260 | $6.93M | No quote | No quote |
| 136 | CDW | CDW CORP | 0.04% | - | 146,082 | $5.86M | $40.08 | No quote |
| 137 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.04% | Add +69.4% | 381,650 | $5.78M | $15.15 | No quote |
| 138 | BPOP | POPULAR INC. | 0.03% | - | 188,830 | $5.53M | No quote | No quote |
| 139 | INFY | INFOSYS LTD - SP ADR | 0.01% | - | 114,700 | $2.05M | $17.85 | No quote |
| 140 | KEG | KEY ENERGY SERVICES INC | 0.01% | Add +0.3% | 5,842,346 | $1.36M | No quote | No quote |
| 141 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | Add +4.3% | 33,600 | $1.1M | $32.74 | No quote |
| 142 | PKX | POSCO - ADR | 0.01% | Add +9.3% | 18,900 | $841K | No quote | No quote |
| 143 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $545K | $7.16 | No quote |
| 144 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | - | 12,402 | $137K | No quote | No quote |
| 153 | TPC | TUTOR PERINI CORP | - | Sold | 0 | $0 | No quote | No quote |
| 152 | TECD | TECH DATA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 151 | PHH | PHH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 150 | NPBC | NATIONAL PENN BANCSHARES INC | - | Sold | 0 | $0 | No quote | No quote |
| 149 | MWW | MONSTER WORLDWIDE INC | - | Sold | 0 | $0 | No quote | No quote |
| 148 | MATW | MATTHEWS INTL CORP - CL A | - | Sold | 0 | $0 | No quote | No quote |
| 147 | MRO | MARATHON OIL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 146 | IBN | ICICI BANK LTD | - | Sold | 0 | $0 | No quote | No quote |
| 145 | BXLT | BAXALTA INC | - | Sold | 0 | $0 | No quote | No quote |