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 97 of 160 rows. Rows without a quote are marked unavailable.
| 1 | MYL | MYLAN NV | 4.56% | Reduce -3.3% | 21,978,042 | $929.89M | No quote | No quote |
| 2 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 3.14% | Add +18.6% | 44,553,009 | $639.78M | $14.36 | No quote |
| 3 | C | CITIGROUP INC | 3.05% | Add +0.5% | 8,363,979 | $622.36M | $74.41 | No quote |
| 4 | VOYA | VOYA FINANCIAL INC. | 3.01% | Reduce -3.3% | 12,390,640 | $612.97M | $49.47 | No quote |
| 5 | DOV | DOVER CORP | 2.94% | Add +5.9% | 5,942,675 | $600.15M | $100.99 | No quote |
| 6 | BAC | BANK OF AMERICA CORP | 2.84% | Reduce -0.2% | 19,595,313 | $578.45M | $29.52 | No quote |
| 7 | OMC | OMNICOM GROUP | 2.73% | Add +20.7% | 7,653,555 | $557.41M | $72.83 | No quote |
| 8 | ORCL | ORACLE CORP | 2.60% | Add +13.0% | 11,229,017 | $530.91M | $47.28 | No quote |
| 9 | CTSH | COGNIZANT TECH SOLUTIONS - A | 2.48% | Add +2.8% | 7,119,634 | $505.64M | $71.02 | No quote |
| 10 | WMT | WAL-MART STORES | 2.45% | Reduce -2.9% | 5,051,710 | $498.86M | $98.75 | No quote |
| 11 | COF | CAPITAL ONE FINL CORP | 2.28% | Add +1.6% | 4,660,524 | $464.1M | $99.58 | No quote |
| 12 | MS | MORGAN STANLEY | 2.24% | Reduce -3.6% | 8,703,173 | $456.66M | $52.47 | No quote |
| 13 | BEN | FRANKLIN RESOURCES INC. | 2.21% | Add +0.5% | 10,390,099 | $450.2M | $43.33 | No quote |
| 14 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.20% | Reduce -10.8% | 6,712,510 | $447.79M | No quote | No quote |
| 15 | JPM | JP MORGAN CHASE & CO | 2.04% | Reduce -5.5% | 3,883,833 | $415.34M | $106.94 | No quote |
| 16 | WFC | WELLS FARGO CO | 2.03% | Add +23.8% | 6,828,830 | $414.31M | $60.67 | No quote |
| 17 | AIG | AMERICAN INTERNATIONAL GROUP | 2.03% | Add +6.8% | 6,950,107 | $414.09M | $59.58 | No quote |
| 18 | MCK | MCKESSON CORPORATION | 1.99% | Add +5.8% | 2,600,401 | $405.53M | $155.95 | No quote |
| 19 | NWSA | NEWS CORP - CLASS A | 1.79% | Reduce -3.6% | 22,548,294 | $365.51M | $16.21 | No quote |
| 20 | IPG | INTERPUBLIC GROUP OF COS INC | 1.77% | Add +99.2% | 17,855,163 | $359.96M | No quote | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.76% | Add +0.3% | 1,408,263 | $358.77M | $254.76 | No quote |
| 22 | AVT | AVNET INC | 1.76% | Add +10.8% | 9,031,623 | $357.83M | $39.62 | No quote |
| 23 | XOM | EXXON MOBIL CORP | 1.75% | Add +2.5% | 4,266,158 | $356.82M | $83.64 | No quote |
| 24 | F | FORD MOTOR COMPANY | 1.58% | Add +1.8% | 25,856,377 | $322.95M | $12.49 | No quote |
| 25 | MUR | MURPHY OIL CORP | 1.48% | Add +1.0% | 9,703,852 | $301.31M | $31.05 | No quote |
| 26 | MET | METLIFE INC | 1.44% | Add +3.4% | 5,789,379 | $292.71M | $50.56 | No quote |
| 27 | ESRX | EXPRESS SCRIPTS HOLDING CO | 1.32% | Add +2.6% | 3,602,780 | $268.91M | No quote | No quote |
| 28 | STT | STATE STREET CORP | 1.32% | Reduce -1.2% | 2,749,738 | $268.4M | $97.61 | No quote |
| 29 | BP | BP PLC - SPONS ADR | 1.16% | Reduce -9.4% | 5,608,977 | $235.75M | $42.03 | No quote |
| 30 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.14% | Add +1.1% | 4,628,962 | $232.65M | $50.26 | No quote |
| 31 | CVE | CENOVUS ENERGY INC. | 1.03% | Reduce -1.4% | 23,107,613 | $210.97M | $9.13 | No quote |
| 32 | CI | CIGNA CORP | 1.01% | Reduce -25.3% | 1,008,999 | $204.92M | $203.09 | No quote |
| 33 | RF | REGIONS FINL CORP | 1.00% | Reduce -0.1% | 11,811,834 | $204.11M | $17.28 | No quote |
| 34 | UBS | UBS GROUP AG | 1.00% | Reduce -0.0% | 11,068,827 | $203.56M | $18.39 | No quote |
| 35 | HLT | HILTON WORLDWIDE HOLDINGS INC | 1.00% | Reduce -39.0% | 2,544,692 | $203.22M | $79.86 | No quote |
| 36 | HAL | HALLIBURTON CO | 0.97% | Reduce -0.2% | 4,045,333 | $197.7M | $48.87 | No quote |
| 37 | JELD | JELD-WEN HOLDING INC | 0.92% | Add +21.1% | 4,755,987 | $187.24M | $39.37 | No quote |
| 38 | WTW | WILLIS TOWERS WATSON PLC | 0.91% | Reduce -2.1% | 1,236,137 | $186.27M | $150.69 | No quote |
| 39 | XL | XL GROUP LTD | 0.88% | Reduce -0.5% | 5,112,567 | $179.76M | No quote | No quote |
| 40 | PFE | PFIZER INC | 0.77% | Add +8.8% | 4,361,143 | $157.96M | $36.22 | No quote |
| 41 | TEX | TEREX CORP | 0.77% | Reduce -28.1% | 3,250,900 | $156.76M | $48.22 | No quote |
| 42 | PH | PARKER HANNIFIN CORPORATION | 0.73% | Reduce -16.3% | 745,343 | $148.76M | $199.58 | No quote |
| 43 | MFGP | MICRO FOCUS INTL-SPN ADR | 0.72% | Add +0.2% | 4,394,396 | $147.61M | No quote | No quote |
| 44 | KEY | KEY CORP | 0.68% | Add +0.9% | 6,906,772 | $139.31M | $20.17 | No quote |
| 45 | ALL | ALLSTATE CORP | 0.66% | Reduce -0.3% | 1,280,343 | $134.07M | $104.71 | No quote |
| 46 | CAH | CARDINAL HEALTH INC | 0.59% | Add +8.0% | 1,950,460 | $119.51M | $61.27 | No quote |
| 47 | LAMR | LAMAR ADVERTISING CO -A | 0.58% | Reduce -0.5% | 1,581,874 | $117.44M | $74.24 | No quote |
| 48 | STX | SEAGATE TECHNOLOGY | 0.57% | Reduce -11.1% | 2,791,030 | $116.78M | $41.84 | No quote |
| 49 | R | RYDER SYSTEM INC. | 0.57% | Add +145.2% | 1,380,890 | $116.23M | No quote | No quote |
| 50 | EIX | EDISON INTERNATIONAL | 0.55% | Add +0.3% | 1,787,588 | $113.05M | No quote | No quote |
| 51 | CSCO | CISCO SYSTEMS INC | 0.54% | Add +14.0% | 2,868,976 | $109.88M | $38.30 | No quote |
| 52 | ATU | ACTUANT CORP- A | 0.53% | Add +9.1% | 4,274,245 | $108.14M | No quote | No quote |
| 53 | SWK | STANLEY BLACK & DECKER INC | 0.49% | Reduce -32.6% | 584,934 | $99.26M | $169.69 | No quote |
| 54 | HPQ | HP INC | 0.47% | Reduce -16.8% | 4,581,722 | $96.26M | $21.01 | No quote |
| 55 | FITB | FIFTH THIRD BANCORP | 0.47% | - | 3,165,147 | $96.03M | $30.34 | No quote |
| 56 | BIDU | BAIDU INC - SPON ADR | 0.47% | Reduce -2.2% | 409,468 | $95.9M | $234.21 | No quote |
| 57 | MRK | MERCK & CO INC | 0.45% | Add +7.9% | 1,640,524 | $92.31M | $56.27 | No quote |
| 58 | IVZ | INVESCO LTD | 0.45% | Add +0.3% | 2,518,196 | $92.02M | $36.54 | No quote |
| 59 | MSFT | MICROSOFT CORP | 0.45% | Reduce -16.1% | 1,069,794 | $91.51M | $85.54 | No quote |
| 60 | G | GENPACT LTD | 0.44% | Add +7.7% | 2,843,211 | $90.24M | $31.74 | No quote |
| 61 | AGR | AVANGRID INC | 0.43% | - | 1,721,190 | $87.06M | No quote | No quote |
| 62 | WBS | WEBSTER FINANCIAL CORP. | 0.41% | Reduce -3.2% | 1,493,462 | $83.87M | $56.16 | No quote |
| 63 | FLEX | FLEX LTD | 0.41% | Add +5.0% | 4,648,765 | $83.63M | $17.99 | No quote |
| 64 | ACM | AECOM | 0.41% | Reduce -0.1% | 2,226,022 | $82.7M | $37.15 | No quote |
| 65 | THG | HANOVER INSURANCE GROUP | 0.40% | Add +0.8% | 752,763 | $81.36M | $108.08 | No quote |
| 66 | COP | CONOCOPHILLIPS | 0.39% | Add +1.5% | 1,465,160 | $80.42M | $54.89 | No quote |
| 67 | CAR | AVIS BUDGET GROUP INC | 0.36% | Add +67.6% | 1,660,313 | $72.86M | No quote | No quote |
| 68 | DOOR | MASONITE INTERNATIONAL CORP | 0.35% | Add +10.9% | 952,166 | $70.6M | No quote | No quote |
| 69 | KBR | KBR INC | 0.34% | Reduce -11.5% | 3,528,822 | $69.98M | $19.83 | No quote |
| 70 | TEL | TE CONNECTIVITY LTD. | 0.34% | - | 729,627 | $69.34M | $95.04 | No quote |
| 71 | K | KELLOGG COMPANY | 0.32% | Add +0.2% | 973,315 | $66.17M | No quote | No quote |
| 72 | VIV | TELEFONICA BRASIL - ADR | 0.32% | Add +15.7% | 4,439,830 | $65.84M | No quote | No quote |
| 73 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.32% | Reduce -4.2% | 1,616,063 | $65.61M | No quote | No quote |
| 74 | AXE | ANIXTER INTERNATIONAL INC | 0.32% | Add +77.8% | 860,348 | $65.39M | No quote | No quote |
| 75 | PCG | PG&E CORP | 0.32% | Add +360.9% | 1,442,561 | $64.67M | $44.83 | No quote |
| 76 | FTI | TECHNIPFMC PLC | 0.31% | Add +59.3% | 2,026,224 | $63.44M | $31.31 | No quote |
| 77 | TRS | TRIMAS CORP | 0.31% | Reduce -4.6% | 2,356,457 | $63.04M | $26.75 | No quote |
| 78 | CMA | COMERICA INC | 0.31% | Reduce -3.8% | 716,953 | $62.24M | No quote | No quote |
| 79 | VR | VALIDUS HOLDINGS LTD | 0.30% | Add +87.3% | 1,290,251 | $60.54M | No quote | No quote |
| 80 | GTLS | CHART INDUSTRIES INC | 0.29% | Reduce -5.2% | 1,283,149 | $60.13M | No quote | No quote |
| 81 | ASB | ASSOCIATED BANC CORP | 0.29% | Reduce -3.5% | 2,347,623 | $59.63M | $25.40 | No quote |
| 82 | ROCK | GIBRALTAR INDUSTRIES INC | 0.29% | Reduce -4.8% | 1,764,060 | $58.21M | No quote | No quote |
| 83 | HOPE | HOPE BANCORP INC | 0.27% | Add +24.6% | 3,026,113 | $55.23M | No quote | No quote |
| 84 | AEL | AMERICAN EQUITY INVT LIFE | 0.26% | Reduce -5.5% | 1,746,560 | $53.67M | No quote | No quote |
| 85 | PAY | VERIFONE SYSTEMS INC | 0.26% | Add +19.2% | 2,942,690 | $52.12M | No quote | No quote |
| 86 | MD | MEDNAX INC | 0.25% | New | 962,030 | $51.41M | No quote | No quote |
| 87 | CVS | CVS HEALTH CORPORATION | 0.25% | Add +0.2% | 701,082 | $50.83M | $72.50 | No quote |
| 88 | SCSC | SCANSOURCE INC | 0.23% | Add +1.3% | 1,335,617 | $47.82M | $35.80 | No quote |
| 89 | QCOM | QUALCOMM INC | 0.23% | Add +0.0% | 744,080 | $47.64M | $64.02 | No quote |
| 90 | ESND | ESSENDANT INC | 0.23% | Add +17.0% | 5,061,547 | $46.92M | No quote | No quote |
| 91 | CUB | CUBIC CORP | 0.22% | Reduce -19.6% | 760,371 | $44.82M | No quote | No quote |
| 92 | SNV | SYNOVUS FINANCIAL CORP | 0.21% | Reduce -21.8% | 913,804 | $43.81M | No quote | No quote |
| 93 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.21% | Reduce -12.4% | 1,701,200 | $42.28M | No quote | No quote |
| 94 | DBD | DIEBOLD NIXDORF INC | 0.20% | Add +32.0% | 2,440,289 | $39.9M | No quote | No quote |
| 95 | SPN | SUPERIOR ENERGY SERVICES INC | 0.20% | Reduce -2.1% | 4,142,393 | $39.89M | No quote | No quote |
| 96 | NSIT | INSIGHT ENTERPRISES INC | 0.18% | Add +13.5% | 973,385 | $37.27M | $38.29 | No quote |
| 97 | PGEM | PLY GEM HOLDINGS INC | 0.17% | Reduce -1.7% | 1,918,393 | $35.49M | No quote | No quote |
| 98 | ARGO | ARGO GROUP INTERNATIONAL | 0.17% | Reduce -4.1% | 570,252 | $35.16M | No quote | No quote |
| 99 | UVV | UNIVERSAL CORP | 0.17% | Add +51.3% | 655,409 | $34.41M | $52.50 | No quote |
| 100 | LLL | L3 TECHNOLOGIES, INC. | 0.16% | - | 168,036 | $33.25M | No quote | No quote |
| 101 | T | AT&T INC | 0.16% | - | 824,665 | $32.06M | $38.88 | No quote |
| 102 | CFG | CITIZENS FINANCIAL GROUP | 0.15% | Reduce -52.8% | 736,038 | $30.9M | $41.98 | No quote |
| 103 | OMI | OWENS & MINOR INC | 0.15% | Reduce -1.0% | 1,601,913 | $30.24M | No quote | No quote |
| 104 | FMBI | FIRST MIDWEST BANCORP INC | 0.15% | Reduce -5.3% | 1,255,466 | $30.14M | No quote | No quote |
| 105 | ETR | ENTERGY CORP | 0.15% | Reduce -0.2% | 369,635 | $30.09M | No quote | No quote |
| 106 | TMK | TORCHMARK CORP | 0.15% | Add +0.1% | 330,135 | $29.95M | No quote | No quote |
| 107 | TCF | TCF FINANCIAL CORP | 0.14% | Reduce -6.7% | 1,440,506 | $29.53M | No quote | No quote |
| 108 | LM | LEGG MASON INC | 0.13% | - | 639,775 | $26.86M | No quote | No quote |
| 109 | ARW | ARROW ELECTRONICS INC | 0.12% | Add +0.1% | 305,140 | $24.54M | $80.41 | No quote |
| 110 | BHF | BRIGHTHOUSE FINANCIAL INC | 0.12% | Reduce -17.0% | 413,648 | $24.26M | $58.64 | No quote |
| 111 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.12% | Add +12.0% | 600,277 | $23.8M | $39.65 | No quote |
| 112 | EG | EVEREST RE GROUP LTD | 0.10% | Reduce -0.0% | 91,068 | $20.15M | $221.26 | No quote |
| 113 | KSS | KOHLS CORP | 0.09% | Reduce -0.3% | 346,192 | $18.77M | No quote | No quote |
| 114 | JBL | JABIL CIRCUIT INC | 0.09% | - | 712,955 | $18.72M | $26.25 | No quote |
| 115 | BKR | BAKER HUGHES A GE CO | 0.09% | Reduce -0.9% | 575,126 | $18.2M | $31.64 | No quote |
| 116 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | Add +0.7% | 316,546 | $17.82M | $56.28 | No quote |
| 117 | HPT | HOSPITALITY PROPERTIES TRUST | 0.09% | Add +0.2% | 587,765 | $17.55M | No quote | No quote |
| 118 | RDC | ROWAN COMPANIES PLC - A | 0.08% | - | 996,725 | $15.61M | No quote | No quote |
| 119 | DXC | DXC TECHNOLOGY COMPANY | 0.07% | Add +0.0% | 142,652 | $13.54M | No quote | No quote |
| 120 | BGC | GENERAL CABLE CORP DEL NE | 0.06% | Reduce -74.8% | 440,960 | $13.05M | $29.60 | No quote |
| 121 | KKR | KKR & CO LP | 0.06% | Add +1.6% | 577,720 | $12.17M | $21.06 | No quote |
| 122 | GNW | GENWORTH FINANCIAL INC CL A | 0.06% | Reduce -4.0% | 3,808,323 | $11.84M | No quote | No quote |
| 123 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 0.06% | Add +1.8% | 1,588,064 | $11.75M | No quote | No quote |
| 124 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.06% | Reduce -5.6% | 1,038,016 | $11.72M | $11.29 | No quote |
| 125 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.05% | Add +1.0% | 292,861 | $9.8M | $33.47 | No quote |
| 126 | PKX | POSCO - ADR | 0.05% | Add +26.1% | 117,930 | $9.21M | No quote | No quote |
| 127 | SCS | STEELCASE INC - CL A | 0.04% | New | 491,144 | $7.47M | No quote | No quote |
| 128 | WSFS | WSFS FINANCIAL CORP | 0.04% | Reduce -7.6% | 149,043 | $7.13M | $47.85 | No quote |
| 129 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.03% | Reduce -39.8% | 2,031,488 | $5.18M | No quote | No quote |
| 130 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | Add +20.2% | 93,568 | $4.34M | $46.40 | No quote |
| 131 | NWS | NEWS CORP - CLASS B | 0.02% | Reduce -64.4% | 194,536 | $3.23M | $16.60 | No quote |
| 132 | ON | ON SEMICONDUCTOR CORP | 0.01% | Reduce -98.0% | 114,610 | $2.4M | $20.94 | No quote |
| 133 | VRTU | VIRTUSA CORP | 0.01% | Reduce -80.3% | 50,636 | $2.23M | No quote | No quote |
| 134 | CHL | CHINA MOBILE LTD-SPON ADR | 0.01% | New | 20,500 | $1.04M | No quote | No quote |
| 135 | GM | GENERAL MOTORS CO | 0.00% | New | 23,148 | $949K | $41.00 | No quote |
| 136 | LUKOY | LUKOIL PJSC - SPON ADR | 0.00% | - | 16,350 | $943K | No quote | No quote |
| 137 | SRI | STONERIDGE INC | 0.00% | Reduce -95.8% | 36,516 | $835K | No quote | No quote |
| 138 | IWN | ISHARES RUSSELL 2000 VALUE | 0.00% | New | 5,788 | $728K | $125.78 | No quote |
| 139 | INGR | INGREDION INC | 0.00% | Add +15.2% | 3,495 | $489K | $139.91 | No quote |
| 140 | SO | SOUTHERN CO | 0.00% | Add +24.4% | 9,701 | $467K | $48.14 | No quote |
| 141 | CB | CHUBB LTD | 0.00% | Add +23.9% | 3,161 | $462K | $146.16 | No quote |
| 142 | BRO | BROWN & BROWN INC | 0.00% | Add +21.4% | 8,859 | $456K | $51.47 | No quote |
| 143 | DOX | AMDOCS LTD | 0.00% | Add +18.1% | 6,773 | $443K | $65.41 | No quote |
| 144 | VST | VISTRA ENERGY CORP | 0.00% | Add +15.6% | 22,686 | $416K | $18.34 | No quote |
| 145 | ORI | OLD REPUBLIC INTL CORP | 0.00% | New | 17,909 | $383K | $21.39 | No quote |
| 146 | Y | ALLEGHANY CORP | 0.00% | Add +32.2% | 554 | $330K | No quote | No quote |
| 147 | PCLN | PRICELINE GROUP INC. | 0.00% | New | 188 | $327K | No quote | No quote |
| 148 | INTC | INTEL CORPORATION | 0.00% | Add +14.1% | 7,019 | $324K | $46.16 | No quote |
| 149 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00% | Add +30.6% | 2,641 | $319K | $120.79 | No quote |
| 150 | COR | AMERISOURCEBERGEN CORP | 0.00% | Add +34.7% | 3,278 | $301K | No quote | No quote |
| 151 | BIIB | BIOGEN INC | 0.00% | New | 931 | $297K | $319.01 | No quote |
| 152 | AMGN | AMGEN INC | 0.00% | Add +34.5% | 1,688 | $294K | $174.17 | No quote |
| 153 | OHI | OMEGA HEALTHCARE INVESTORS | 0.00% | Add +51.5% | 10,590 | $292K | No quote | No quote |
| 154 | PINC | PREMIER INC CLASS A | 0.00% | Reduce -12.3% | 9,219 | $269K | No quote | No quote |
| 155 | CELG | CELGENE CORP | 0.00% | New | 2,371 | $247K | No quote | No quote |
| 156 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | - | 11,795 | $140K | No quote | No quote |
| 160 | PGR | PROGRESSIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 159 | GILD | GILEAD SCIENCES INC | - | Sold | 0 | $0 | No quote | No quote |
| 158 | DIOD | DIODES INC. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | GLW | CORNING INC | - | Sold | 0 | $0 | No quote | No quote |