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 101 of 158 rows. Rows without a quote are marked unavailable.
| 1 | VOYA | VOYA FINANCIAL INC. | 3.01% | Add +12.5% | 17,077,755 | $492.18M | $28.82 | No quote |
| 2 | PH | PARKER HANNIFIN CORPORATION | 2.69% | Reduce -8.5% | 3,508,922 | $440.48M | $125.53 | No quote |
| 3 | BAC | BANK OF AMERICA CORP | 2.69% | Reduce -6.1% | 28,110,981 | $439.94M | $15.65 | No quote |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.63% | Reduce -9.1% | 18,885,018 | $429.63M | $22.75 | No quote |
| 5 | C | CITIGROUP INC | 2.62% | Reduce -5.9% | 9,074,918 | $428.61M | $47.23 | No quote |
| 6 | DOV | DOVER CORP | 2.61% | Reduce -6.5% | 5,794,644 | $426.72M | $73.64 | No quote |
| 7 | STX | SEAGATE TECHNOLOGY | 2.61% | Reduce -28.6% | 11,068,116 | $426.68M | $38.55 | No quote |
| 8 | OMC | OMNICOM GROUP | 2.34% | Reduce -2.6% | 4,503,223 | $382.77M | $85.00 | No quote |
| 9 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.31% | Reduce -15.7% | 7,537,249 | $377.39M | No quote | No quote |
| 10 | WMT | WAL-MART STORES | 2.30% | Reduce -2.8% | 5,216,832 | $376.24M | $72.12 | No quote |
| 11 | BEN | FRANKLIN RESOURCES INC. | 2.29% | Reduce -1.3% | 10,535,639 | $374.75M | $35.57 | No quote |
| 12 | MS | MORGAN STANLEY | 2.22% | Reduce -12.0% | 11,342,485 | $363.64M | $32.06 | No quote |
| 13 | AIG | AMERICAN INTERNATIONAL GROUP | 2.22% | Reduce -5.8% | 6,117,797 | $363.03M | $59.34 | No quote |
| 14 | ORCL | ORACLE CORP | 2.21% | Reduce -3.9% | 9,218,507 | $362.1M | $39.28 | No quote |
| 15 | NWSA | NEWS CORP - CLASS A | 2.15% | Reduce -6.6% | 25,123,524 | $351.23M | $13.98 | No quote |
| 16 | XOM | EXXON MOBIL CORP | 2.05% | Reduce -19.3% | 3,851,170 | $336.13M | $87.28 | No quote |
| 17 | JPM | JP MORGAN CHASE & CO | 2.01% | Reduce -7.7% | 4,948,740 | $329.54M | $66.59 | No quote |
| 18 | INTC | INTEL CORPORATION | 1.98% | Reduce -8.2% | 8,562,439 | $323.23M | $37.75 | No quote |
| 19 | SPLS | STAPLES INC | 1.79% | Add +0.8% | 34,174,464 | $292.19M | No quote | No quote |
| 20 | MUR | MURPHY OIL CORP | 1.78% | Add +4.0% | 9,557,669 | $290.55M | $30.40 | No quote |
| 21 | RF | REGIONS FINL CORP | 1.66% | Reduce -9.7% | 27,450,466 | $270.94M | $9.87 | No quote |
| 22 | GS | GOLDMAN SACHS GROUP INC | 1.65% | Reduce -9.7% | 1,674,601 | $270.06M | $161.27 | No quote |
| 23 | HPQ | HP INC | 1.64% | Reduce -17.2% | 17,311,624 | $268.85M | $15.53 | No quote |
| 24 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.62% | Reduce -8.2% | 4,876,934 | $264.96M | $54.33 | No quote |
| 25 | MET | METLIFE INC | 1.61% | Reduce -3.3% | 5,935,485 | $263.71M | $44.43 | No quote |
| 26 | BP | BP PLC - SPONS ADR | 1.60% | Reduce -16.1% | 7,446,839 | $261.83M | $35.16 | No quote |
| 27 | IPG | INTERPUBLIC GROUP OF COS INC | 1.51% | Reduce -2.5% | 11,088,543 | $247.83M | No quote | No quote |
| 28 | COF | CAPITAL ONE FINL CORP | 1.40% | New | 3,190,520 | $229.18M | $71.83 | No quote |
| 29 | HLT | HILTON WORLDWIDE HOLDINGS IN | 1.37% | New | 9,804,419 | $224.82M | $22.93 | No quote |
| 30 | SWK | STANLEY BLACK & DECKER INC | 1.36% | Reduce -21.9% | 1,811,837 | $222.82M | $122.98 | No quote |
| 31 | ABT | ABBOTT LABORATORIES | 1.30% | Reduce -5.8% | 5,017,660 | $212.2M | $42.29 | No quote |
| 32 | F | FORD MOTOR COMPANY | 1.28% | Reduce -5.6% | 17,419,992 | $210.26M | $12.07 | No quote |
| 33 | STT | STATE STREET CORP | 1.26% | Reduce -11.0% | 2,963,003 | $206.31M | $69.63 | No quote |
| 34 | CVE | CENOVUS ENERGY INC. | 1.17% | Reduce -8.0% | 13,375,530 | $192.21M | $14.37 | No quote |
| 35 | AVT | AVNET INC | 1.15% | Add +5.8% | 4,586,045 | $188.3M | $41.06 | No quote |
| 36 | TEX | TEREX CORP | 1.13% | Add +1.8% | 7,293,443 | $185.33M | $25.41 | No quote |
| 37 | XL | XL GROUP LTD | 1.04% | New | 5,072,010 | $170.57M | No quote | No quote |
| 38 | MSFT | MICROSOFT CORP | 0.99% | Reduce -17.9% | 2,811,349 | $161.93M | $57.60 | No quote |
| 39 | UBS | UBS GROUP AG | 0.96% | Reduce -6.6% | 11,569,209 | $157.57M | $13.62 | No quote |
| 40 | ON | ON SEMICONDUCTOR CORP | 0.94% | Reduce -5.3% | 12,481,544 | $153.77M | $12.32 | No quote |
| 41 | WTW | WILLIS TOWERS WATSON PLC | 0.86% | Reduce -12.7% | 1,056,829 | $140.32M | $132.77 | No quote |
| 42 | HAL | HALLIBURTON CO | 0.86% | Reduce -14.1% | 3,125,142 | $140.26M | $44.88 | No quote |
| 43 | JNJ | JOHNSON & JOHNSON | 0.72% | Reduce -9.1% | 1,002,314 | $118.4M | $118.13 | No quote |
| 44 | CI | CIGNA CORP | 0.72% | Add +17.5% | 906,125 | $118.09M | $130.32 | No quote |
| 45 | COP | CONOCOPHILLIPS | 0.71% | Add +33.0% | 2,679,121 | $116.46M | $43.47 | No quote |
| 46 | LAMR | LAMAR ADVERTISING CO -A | 0.71% | Reduce -5.7% | 1,777,927 | $116.12M | $65.31 | No quote |
| 47 | CMA | COMERICA INC | 0.71% | Reduce -0.2% | 2,449,727 | $115.92M | No quote | No quote |
| 48 | EIX | EDISON INTERNATIONAL | 0.70% | Reduce -2.3% | 1,578,886 | $114.08M | No quote | No quote |
| 49 | KEY | KEY CORP | 0.56% | Add +4.3% | 7,486,993 | $91.12M | $12.17 | No quote |
| 50 | CSCO | CISCO SYSTEMS INC | 0.55% | Add +8.8% | 2,832,899 | $89.86M | $31.72 | No quote |
| 51 | MRK | MERCK & CO INC | 0.54% | Reduce -0.5% | 1,408,678 | $87.92M | $62.41 | No quote |
| 52 | FLEX | FLEX LTD | 0.53% | Add +0.4% | 6,400,643 | $87.18M | $13.62 | No quote |
| 53 | ACM | AECOM | 0.51% | Reduce -20.1% | 2,793,775 | $83.06M | $29.73 | No quote |
| 54 | ALL | ALLSTATE CORP | 0.50% | Reduce -8.7% | 1,176,727 | $81.41M | $69.18 | No quote |
| 55 | FITB | FIFTH THIRD BANCORP | 0.48% | Add +4.2% | 3,877,875 | $79.34M | $20.46 | No quote |
| 56 | PFE | PFIZER INC | 0.48% | Add +6.5% | 2,329,636 | $78.91M | $33.87 | No quote |
| 57 | IVZ | INVESCO LTD | 0.48% | Reduce -12.7% | 2,523,211 | $78.9M | $31.27 | No quote |
| 58 | K | KELLOGG COMPANY | 0.46% | Reduce -0.2% | 970,849 | $75.21M | No quote | No quote |
| 59 | WBS | WEBSTER FINANCIAL CORP. | 0.45% | Reduce -0.1% | 1,933,810 | $73.5M | $38.01 | No quote |
| 60 | KBR | KBR INC | 0.44% | Reduce -2.3% | 4,774,681 | $72.24M | $15.13 | No quote |
| 61 | SPN | SUPERIOR ENERGY SERVICES INC | 0.44% | Reduce -5.8% | 4,016,036 | $71.89M | No quote | No quote |
| 62 | DAN | DANA INC | 0.44% | Reduce -13.7% | 4,572,452 | $71.29M | No quote | No quote |
| 63 | BHI | BAKER HUGHES INC | 0.43% | - | 1,384,985 | $69.9M | No quote | No quote |
| 64 | ATU | ACTUANT CORP- A | 0.42% | Add +6.4% | 2,947,227 | $68.49M | No quote | No quote |
| 65 | ETR | ENTERGY CORP | 0.37% | Reduce -0.3% | 797,778 | $61.21M | No quote | No quote |
| 66 | QCOM | QUALCOMM INC | 0.37% | Reduce -0.6% | 883,045 | $60.49M | $68.50 | No quote |
| 67 | VIV | TELEFONICA BRASIL - ADR | 0.36% | Reduce -14.9% | 4,105,806 | $59.41M | No quote | No quote |
| 68 | G | GENPACT LTD | 0.36% | Add +9.5% | 2,433,316 | $58.28M | $23.95 | No quote |
| 69 | TEL | TE CONNECTIVITY LTD. | 0.34% | Reduce -0.3% | 876,215 | $56.41M | $64.38 | No quote |
| 70 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.33% | Add +1.6% | 816,510 | $53.44M | No quote | No quote |
| 71 | CFG | CITIZENS FINANCIAL GROUP | 0.32% | Reduce -0.2% | 2,092,046 | $51.69M | $24.71 | No quote |
| 72 | GTLS | CHART INDUSTRIES INC | 0.31% | Reduce -7.8% | 1,545,118 | $50.73M | No quote | No quote |
| 73 | SNV | SYNOVUS FINANCIAL CORP | 0.31% | Add +1.7% | 1,556,737 | $50.64M | No quote | No quote |
| 74 | BAX | BAXTER INTERNATIONAL INC | 0.31% | Reduce -65.9% | 1,061,577 | $50.53M | $47.60 | No quote |
| 75 | ASB | ASSOCIATED BANC CORP | 0.29% | Add +4.9% | 2,428,717 | $47.58M | $19.59 | No quote |
| 76 | CVS | CVS HEALTH CORPORATION | 0.29% | Reduce 0.0% | 529,858 | $47.15M | $88.99 | No quote |
| 77 | WFC | WELLS FARGO CO | 0.28% | Reduce -0.2% | 1,017,204 | $45.04M | $44.28 | No quote |
| 78 | AEL | AMERICAN EQUITY INVT LIFE | 0.28% | Reduce -5.1% | 2,538,067 | $45M | No quote | No quote |
| 79 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.27% | Add +70.2% | 940,451 | $44.87M | $47.71 | No quote |
| 80 | DOOR | MASONITE INTERNATIONAL CORP | 0.27% | Add +14.6% | 721,605 | $44.86M | No quote | No quote |
| 81 | PNC | PNC FINANCIAL SERVICES | 0.27% | Reduce -77.1% | 489,885 | $44.13M | $90.09 | No quote |
| 82 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.26% | Add +26.4% | 1,971,750 | $43.24M | No quote | No quote |
| 83 | AXE | ANIXTER INTERNATIONAL INC | 0.26% | Add +5.6% | 653,454 | $42.15M | No quote | No quote |
| 84 | GLW | CORNING INC | 0.25% | Reduce -50.8% | 1,756,052 | $41.53M | $23.65 | No quote |
| 85 | CUB | CUBIC CORP | 0.25% | Add +2.2% | 869,384 | $40.7M | No quote | No quote |
| 86 | HOPE | HOPE BANCORP INC | 0.25% | New | 2,310,964 | $40.14M | No quote | No quote |
| 87 | NSIT | INSIGHT ENTERPRISES INC | 0.24% | Reduce -7.3% | 1,222,338 | $39.79M | $32.55 | No quote |
| 88 | SCSC | SCANSOURCE INC | 0.24% | Add +16.3% | 1,076,702 | $39.3M | $36.50 | No quote |
| 89 | VR | VALIDUS HOLDINGS LTD | 0.21% | Reduce -3.9% | 701,669 | $34.96M | No quote | No quote |
| 90 | GNW | GENWORTH FINANCIAL INC CL A | 0.21% | Add +1.0% | 6,919,984 | $34.32M | No quote | No quote |
| 91 | DIOD | DIODES INC. | 0.21% | Reduce -3.1% | 1,583,658 | $33.8M | $21.34 | No quote |
| 92 | T | AT&T INC | 0.20% | Reduce -0.3% | 823,993 | $33.46M | $40.61 | No quote |
| 93 | TMK | TORCHMARK CORP | 0.20% | Reduce -38.9% | 518,808 | $33.15M | No quote | No quote |
| 94 | OMI | OWENS & MINOR INC | 0.20% | Add +109.6% | 942,143 | $32.72M | No quote | No quote |
| 95 | FMBI | FIRST MIDWEST BANCORP INC | 0.20% | Add +2.3% | 1,673,166 | $32.39M | No quote | No quote |
| 96 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.20% | Add +13.4% | 688,448 | $32.08M | No quote | No quote |
| 97 | ARGO | ARGO GROUP INTERNATIONAL | 0.18% | Add +2.5% | 525,702 | $29.66M | No quote | No quote |
| 98 | UVV | UNIVERSAL CORP | 0.17% | Reduce -3.0% | 485,490 | $28.27M | $58.22 | No quote |
| 99 | CMCO | COLUMBUS MCKINNON CORP | 0.17% | Add +1.4% | 1,543,733 | $27.54M | $17.84 | No quote |
| 100 | FTI | FMC TECHNOLOGIES INC | 0.17% | Reduce -4.6% | 910,350 | $27.01M | $29.67 | No quote |
| 101 | SRI | STONERIDGE INC | 0.16% | Reduce -22.0% | 1,460,399 | $26.87M | No quote | No quote |
| 102 | TRS | TRIMAS CORP | 0.16% | Add +38.0% | 1,376,062 | $25.61M | $18.61 | No quote |
| 103 | BGC | GENERAL CABLE CORP DEL NE | 0.16% | Add +2.1% | 1,708,742 | $25.6M | $14.98 | No quote |
| 104 | LLL | L-3 COMMUNICATIONS | 0.16% | Reduce -21.4% | 168,400 | $25.38M | No quote | No quote |
| 105 | ESND | ESSENDANT INC | 0.15% | Add +2.6% | 1,203,461 | $24.7M | No quote | No quote |
| 106 | UPBD | RENT A CENTER INC | 0.14% | Add +2.7% | 1,825,479 | $23.07M | $12.64 | No quote |
| 107 | TCF | TCF FINANCIAL CORP | 0.14% | Add +2.3% | 1,578,394 | $22.9M | No quote | No quote |
| 108 | RDUS | SCHNITZER STEEL INDS INC - A | 0.13% | Add +2.1% | 1,037,754 | $21.69M | No quote | No quote |
| 109 | WSFS | WSFS FINANCIAL CORP | 0.13% | Add +2.0% | 590,212 | $21.54M | $36.49 | No quote |
| 110 | LM | LEGG MASON INC | 0.13% | - | 639,775 | $21.42M | No quote | No quote |
| 111 | ROCK | GIBRALTAR INDUSTRIES INC | 0.13% | Reduce -49.6% | 567,077 | $21.07M | No quote | No quote |
| 112 | TTEK | TETRA TECH INC | 0.13% | Reduce -38.9% | 593,806 | $21.06M | $35.47 | No quote |
| 113 | ARW | ARROW ELECTRONICS INC | 0.12% | - | 304,670 | $19.49M | $63.97 | No quote |
| 114 | PCG | PG&E CORP | 0.12% | Add +0.1% | 312,782 | $19.13M | $61.17 | No quote |
| 115 | BBT | BB&T CORP | 0.11% | Reduce -0.7% | 477,752 | $18.02M | No quote | No quote |
| 116 | AET | AETNA INC | 0.11% | Add +0.1% | 155,248 | $17.92M | No quote | No quote |
| 117 | HPT | HOSPITALITY PROPERTIES TRUST | 0.11% | Reduce -0.1% | 587,608 | $17.46M | No quote | No quote |
| 118 | EG | EVEREST RE GROUP LTD | 0.11% | Add +0.0% | 91,703 | $17.42M | $189.97 | No quote |
| 119 | EXC | EXELON CORP | 0.10% | Reduce -20.3% | 487,151 | $16.22M | No quote | No quote |
| 120 | PG | PROCTER & GAMBLE COMPANY | 0.10% | Add +32.5% | 179,170 | $16.08M | $89.75 | No quote |
| 121 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.10% | Reduce -6.6% | 513,528 | $15.71M | $30.59 | No quote |
| 122 | PGR | PROGRESSIVE CORP | 0.10% | - | 496,260 | $15.63M | $31.50 | No quote |
| 123 | JBL | JABIL CIRCUIT INC | 0.10% | Reduce -0.1% | 712,955 | $15.56M | $21.82 | No quote |
| 124 | KSS | KOHLS CORP | 0.09% | Reduce -0.5% | 351,299 | $15.37M | No quote | No quote |
| 125 | RDC | ROWAN COMPANIES PLC - A | 0.09% | - | 996,725 | $15.11M | No quote | No quote |
| 126 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.09% | Add +1.7% | 3,983,936 | $14.9M | No quote | No quote |
| 127 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.08% | - | 314,390 | $13.46M | $42.82 | No quote |
| 128 | NWS | NEWS CORP - CLASS B | 0.08% | Reduce -60.6% | 888,815 | $12.64M | $14.22 | No quote |
| 129 | OC | OWENS CORNING | 0.07% | - | 203,330 | $10.86M | $53.39 | No quote |
| 130 | CB | CHUBB LTD | 0.06% | Reduce -38.6% | 83,429 | $10.48M | $125.65 | No quote |
| 131 | KKR | KKR & CO LP | 0.05% | Reduce -11.9% | 612,618 | $8.74M | $14.26 | No quote |
| 132 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.05% | Add +3.7% | 846,653 | $7.71M | $9.10 | No quote |
| 133 | AIZ | ASSURANT INC | 0.05% | Reduce -0.2% | 80,124 | $7.39M | No quote | No quote |
| 134 | CDW | CDW CORP | 0.04% | - | 146,082 | $6.68M | $45.73 | No quote |
| 135 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.04% | Reduce -8.8% | 348,100 | $6.25M | $17.96 | No quote |
| 136 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 0.03% | New | 379,177 | $5.09M | No quote | No quote |
| 137 | BPOP | POPULAR INC. | 0.03% | Reduce -39.4% | 114,425 | $4.37M | No quote | No quote |
| 138 | INFY | INFOSYS LTD - SP ADR | 0.01% | - | 114,700 | $1.81M | $15.78 | No quote |
| 139 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | - | 33,600 | $1.22M | $36.43 | No quote |
| 140 | APA | APACHE CORP | 0.01% | Reduce -98.1% | 17,450 | $1.12M | $63.90 | No quote |
| 141 | PKX | POSCO - ADR | 0.01% | - | 18,900 | $965K | No quote | No quote |
| 142 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $710K | $9.33 | No quote |
| 143 | RNR | RENAISSANCE RE HLDGS LTD | 0.00% | New | 2,530 | $304K | $120.16 | No quote |
| 144 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.00% | New | 2,185 | $300K | $137.30 | No quote |
| 145 | VAR | VARIAN MEDICAL SYSTEMS INC | 0.00% | New | 2,998 | $298K | No quote | No quote |
| 146 | DG | DOLLAR GENERAL CORP | 0.00% | New | 4,077 | $285K | $69.90 | No quote |
| 147 | ESRX | EXPRESS SCRIPTS HOLDING CO | 0.00% | New | 3,507 | $247K | No quote | No quote |
| 148 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | Add +64.1% | 20,355 | $214K | No quote | No quote |
| 149 | BIIB | BIOGEN INC | 0.00% | New | 642 | $201K | $313.08 | No quote |
| 151 | MSM | MSC INDUSTRIAL DIRECT CO-A | 0.00% | New | 2,730 | $200K | $73.26 | No quote |
| 150 | AMGN | AMGEN INC | 0.00% | New | 1,196 | $200K | $167.22 | No quote |
| 152 | CFFN | CAPITOL FEDERAL FINANCIAL INC | 0.00% | New | 11,400 | $160K | No quote | No quote |
| 158 | XL | XL GROUP PLC | - | Sold | 0 | $0 | No quote | No quote |
| 157 | PRI | PRIMERICA INC | - | Sold | 0 | $0 | No quote | No quote |
| 156 | MAS | MASCO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 155 | KEG | KEY ENERGY SERVICES INC | - | Sold | 0 | $0 | No quote | No quote |
| 154 | EPR | EPR PROPERTIES | - | Sold | 0 | $0 | No quote | No quote |
| 153 | BBCN | BBCN BANCORP INC | - | Sold | 0 | $0 | No quote | No quote |