Richard Pzena - Pzena Investment Management
As of Q3 2026, Richard Pzena reported 159 long-equity positions worth $34.1B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.34%
- 1-year
- +19.53%
- 3-year
- +36.82%
- 5-year
- +49.86%
- 3-year vs S&P 500
- -32.32%
- 5-year vs S&P 500
- -20.93%
- 5-year top 5
- +49.98%
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 2026-10-30 from SEC 13F data.
Live quotes available for 159 of 171 rows. Rows without a quote are marked unavailable.
| 1 | MGA | MAGNA INTL INC | 5.65% | Reduce -11.1% | 21,234,280 | $1.93B | $90.66 | |
| 2 | BAX | BAXTER INTL INC | 4.39% | Reduce -4.4% | 62,425,636 | $1.5B | $24.00 | |
| 3 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 4.18% | Reduce -6.5% | 24,815,635 | $1.43B | $57.44 | |
| 4 | HUM | HUMANA INC | 4.08% | Reduce -17.1% | 3,649,346 | $1.39B | $381.57 | |
| 5 | SWKS | SKYWORKS SOLUTIONS INC | 3.45% | Reduce -13.8% | 13,770,090 | $1.18B | $85.48 | |
| 6 | DG | DOLLAR GEN CORP | 3.40% | Reduce -5.2% | 9,695,783 | $1.16B | $119.58 | |
| 7 | CRBG | COREBRIDGE FINL INC | 3.29% | Add +0.2% | 33,871,521 | $1.12B | $33.12 | |
| 8 | ACN | ACCENTURE PLC IRELAND | 3.26% | Add +17.8% | 6,054,682 | $1.11B | $183.37 | |
| 9 | SSNC | SS&C TECH HLDGS | 2.96% | Add +18.6% | 13,093,819 | $1.01B | $77.07 | |
| 10 | MET | METLIFE INC | 2.92% | Reduce -5.0% | 10,571,702 | $995.43M | $94.16 | |
| 11 | GPN | GLOBAL PMTS INC | 2.73% | Reduce -2.7% | 11,377,172 | $929.17M | $81.67 | |
| 12 | TSN | TYSON FOODS INC | 2.63% | Add +4.4% | 17,768,718 | $897.85M | $50.53 | |
| 13 | BMY | BRISTOL-MYERS SQUIBB CO | 2.61% | Reduce -16.2% | 14,244,839 | $888.88M | $62.40 | |
| 14 | CVS | CVS HEALTH CORP | 2.59% | Reduce -12.5% | 10,296,903 | $882.34M | $85.69 | |
| 15 | COF | CAPITAL ONE FINL CORP | 2.54% | Reduce -2.3% | 4,487,376 | $866.38M | $193.07 | |
| 16 | DOX | AMDOCS LTD | 2.42% | Add +3.4% | 14,454,911 | $826.53M | $57.18 | |
| 17 | PPG | PPG INDS INC | 2.38% | Reduce -0.4% | 7,773,638 | $811.02M | $104.33 | |
| 18 | LEA | LEAR CORP | 2.26% | Reduce -1.5% | 6,540,816 | $772.01M | $118.03 | |
| 19 | WFC | WELLS FARGO & CO | 2.08% | Add +0.3% | 8,853,784 | $708.75M | $80.05 | |
| 20 | NOV | NOV INC | 1.98% | Reduce -0.9% | 36,041,785 | $675.06M | $18.73 | |
| 21 | C | CITIGROUP INC | 1.96% | Reduce -7.0% | 5,162,294 | $668.41M | $129.48 | |
| 22 | UBS | UBS GROUP AG | 1.81% | Reduce -32.2% | 15,322,845 | $617.36M | $40.29 | |
| 23 | GL | GLOBE LIFE INC | 1.69% | Add +156.6% | 3,479,093 | $576.31M | $165.65 | |
| 24 | LKQ | LKQ CORP | 1.51% | Add +49.0% | 22,556,858 | $514.97M | $22.83 | |
| 25 | UHS | UNIVERSAL HLTH SVCS INC | 1.33% | Add +32.4% | 2,607,221 | $454.33M | $174.26 | |
| 26 | PVH | PVH CORPORATION | 1.27% | Reduce -2.6% | 5,829,334 | $431.66M | $74.05 | |
| 27 | CDW | CDW CORP | 1.26% | Add +27.1% | 3,353,465 | $429.78M | $128.16 | |
| 28 | FMS | FRESENIUS MEDICAL CARE AG | 1.09% | Add +10.8% | 16,617,575 | $371.9M | $22.38 | |
| 29 | WDAY | WORKDAY INC | 0.97% | Reduce -12.1% | 1,733,006 | $330.07M | $190.46 | |
| 30 | DOW | DOW HLDGS INC | 0.96% | Reduce -4.8% | 11,904,775 | $327.86M | $27.54 | |
| 31 | VOYA | VOYA FINANCIAL INC | 0.95% | Reduce -2.9% | 3,428,602 | $323.93M | $94.48 | |
| 32 | EQH | EQUITABLE HLDGS INC | 0.84% | Add +1.0% | 5,618,993 | $288.09M | $51.27 | |
| 33 | BAC | BANK OF AMER CORP | 0.81% | Reduce -19.9% | 5,057,710 | $275.29M | $54.43 | |
| 34 | MDT | MEDTRONIC PLC | 0.78% | Reduce -2.2% | 3,078,785 | $265.67M | $86.29 | |
| 35 | KSPI | KASPI KZ JSC | 0.77% | Reduce -9.2% | 2,788,694 | $262.3M | $94.06 | |
| 36 | BAP | CREDICORP LTD | 0.74% | Reduce -20.4% | 665,785 | $252.91M | $379.87 | |
| 37 | NWL | NEWELL BRANDS INC | 0.72% | Reduce -2.6% | 46,720,744 | $246.69M | $5.28 | |
| 38 | SHEL | SHELL PLC | 0.70% | Reduce -2.6% | 2,513,507 | $238.91M | $95.05 | |
| 39 | MICC | MAGNUM ICE CREAM CO NV | 0.65% | Add +6.2% | 14,014,899 | $220.15M | $15.71 | |
| 40 | RHI | ROBERT HALF INC. | 0.58% | Reduce -13.1% | 5,405,276 | $198.64M | $36.75 | |
| 41 | AAP | ADVANCE AUTO PARTS INC | 0.57% | Add +13.6% | 4,986,453 | $194.02M | $38.91 | |
| 42 | DAL | DELTA AIR LINES INC | 0.55% | Reduce -14.2% | 2,248,190 | $187.63M | $83.46 | |
| 43 | SPB | SPECTRUM BRANDS HOLDINGS INC | 0.52% | Reduce -7.3% | 2,244,718 | $178.48M | $79.51 | |
| 44 | BEKE | KE HLDGS INC | 0.51% | Add +17.1% | 10,395,865 | $175.17M | $16.85 | |
| 45 | PFE | PFIZER INC | 0.51% | Add +1.5% | 6,050,227 | $172.55M | $28.52 | |
| 46 | AVT | AVNET INC | 0.50% | Reduce -44.8% | 1,721,142 | $172.03M | $99.95 | |
| 47 | GLOB | GLOBANT S A | 0.50% | Add +27.7% | 4,929,099 | $171.04M | $34.70 | |
| 48 | KT | KT CORP | 0.42% | Add +4.4% | 7,605,620 | $144.13M | $18.95 | |
| 49 | CI | THE CIGNA GROUP | 0.42% | Reduce -6.2% | 527,459 | $143.38M | $271.83 | |
| 50 | MHK | MOHAWK INDS INC | 0.40% | Reduce -3.3% | 1,105,087 | $137.83M | $124.72 | |
| 51 | HAL | HALLIBURTON CO | 0.37% | Reduce -0.1% | 3,921,006 | $124.69M | $31.80 | |
| 52 | MSFT | MICROSOFT CORP | 0.36% | Add +31819.6% | 240,993 | $123.61M | $512.90 | |
| 53 | G | GENPACT LIMITED | 0.35% | Add +10.9% | 3,682,880 | $119.8M | $32.53 | |
| 54 | MBC | MASTERBRAND INC | 0.35% | Add +11.1% | 17,027,986 | $119.2M | $7.00 | |
| 55 | JPM | JPMORGAN CHASE & CO | 0.33% | Add +2.1% | 341,131 | $112.86M | $330.83 | |
| 56 | CNO | CNO FINL GROUP INC | 0.32% | Reduce -15.5% | 2,064,300 | $109.22M | $52.91 | |
| 57 | ZTO | ZTO EXPRESS CAYMAN INC | 0.32% | Reduce -23.9% | 5,571,479 | $108.2M | $19.42 | |
| 58 | DIS | DISNEY WALT CO | 0.32% | Add +16.4% | 1,028,728 | $107.91M | $104.90 | |
| 59 | TEL | TE CONNECTIVITY PLC | 0.30% | Reduce -12.7% | 485,368 | $102.45M | $211.08 | |
| 60 | ST | SENSATA TECHNOLOGIES HLDG PL | 0.27% | Reduce -2.5% | 2,194,533 | $91.2M | $41.56 | |
| 61 | XOM | EXXONMOBIL HOLDINGS CORP | 0.27% | New | 557,484 | $90.73M | $162.75 | |
| 62 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.27% | Add +3.8% | 233,128 | $90.64M | $388.82 | |
| 63 | ABM | ABM INDS INC | 0.27% | Add +4.0% | 1,880,964 | $90.47M | $48.10 | |
| 64 | CNXC | CONCENTRIX CORP | 0.25% | Reduce -0.2% | 3,408,338 | $85.04M | $24.95 | |
| 65 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.24% | New | 1,255,691 | $82.08M | $65.37 | |
| 66 | FITB | FIFTH THIRD BANCORP | 0.23% | Reduce -0.6% | 1,576,035 | $79.72M | $50.58 | |
| 67 | GPC | GENUINE PARTS CO | 0.22% | Reduce -0.1% | 591,160 | $74.33M | $125.74 | |
| 68 | TFX | TELEFLEX INCORPORATED | 0.21% | Reduce -3.9% | 579,741 | $72.49M | $125.04 | |
| 69 | ARCO | ARCOS DORADOS HLDGS INC | 0.21% | Reduce -6.4% | 10,112,751 | $72.31M | $7.15 | |
| 70 | HSIC | SCHEIN HENRY INC | 0.21% | Reduce -1.6% | 846,580 | $71.09M | $83.97 | |
| 71 | STZ | CONSTELLATION BRANDS INC | 0.21% | Add +4.2% | 624,443 | $70.6M | $113.06 | |
| 72 | ONB | OLD NATL BANCORP IND | 0.20% | Reduce -3.5% | 2,743,919 | $67.61M | $24.64 | |
| 73 | REZI | RESIDEO TECHNOLOGIES INC | 0.20% | Add +119.3% | 3,699,890 | $67.15M | $18.15 | |
| 74 | WSFS | WSFS FINL CORP | 0.19% | Reduce -2.7% | 864,585 | $65.34M | $75.57 | |
| 75 | ADNT | ADIENT PLC | 0.18% | Reduce -0.9% | 3,736,939 | $62.93M | $16.84 | |
| 76 | OLN | OLIN CORP | 0.18% | Add +2.0% | 3,966,952 | $61.49M | $15.50 | |
| 77 | MMI | MARCUS & MILLICHAP INC | 0.18% | Reduce -1.8% | 2,101,884 | $59.8M | $28.45 | |
| 78 | KFY | KORN FERRY | 0.18% | Reduce -3.8% | 834,540 | $59.74M | $71.59 | |
| 79 | COLB | COLUMBIA BKG SYS INC | 0.17% | Reduce -2.1% | 2,084,555 | $59.62M | $28.60 | |
| 80 | MLKN | MILLERKNOLL INC | 0.17% | Reduce -4.3% | 2,901,715 | $57.05M | $19.66 | |
| 81 | ASB | ASSOCIATED BANC-CORP | 0.16% | Reduce -2.1% | 1,949,305 | $55.85M | $28.65 | |
| 82 | SCSC | SCANSOURCE INC | 0.16% | Reduce -15.2% | 941,150 | $55.27M | $58.73 | |
| 83 | TGT | TARGET CORP | 0.16% | Reduce -7.0% | 347,376 | $54.43M | $156.69 | |
| 84 | PLOW | DOUGLAS DYNAMICS INC | 0.16% | Reduce -1.3% | 1,366,141 | $53.62M | $39.25 | |
| 85 | OSK | OSHKOSH CORP | 0.16% | Reduce -1.1% | 411,044 | $52.95M | $128.82 | |
| 86 | RF | REGIONS FINANCIAL CORP NEW | 0.14% | Add +0.0% | 1,839,837 | $49.45M | $26.88 | |
| 87 | AEBI | AEBI SCHMIDT HLDG AG | 0.13% | Reduce -0.7% | 4,287,385 | $45.36M | $10.58 | |
| 88 | WGO | WINNEBAGO INDS INC | 0.13% | Reduce -1.4% | 1,685,995 | $44.46M | $26.37 | |
| 89 | DNOW | DNOW INC | 0.13% | Reduce -4.0% | 2,777,216 | $43.05M | $15.50 | |
| 90 | HCA | HCA HEALTHCARE INC | 0.12% | Add +3.2% | 99,648 | $42.52M | $426.74 | |
| 91 | HUN | HUNTSMAN CORP | 0.12% | Reduce -2.4% | 5,040,624 | $42.34M | $8.40 | |
| 92 | KOP | KOPPERS HOLDINGS INC | 0.12% | Reduce -12.7% | 926,505 | $42.24M | $45.59 | |
| 93 | HVT | HAVERTY FURNITURE COS INC | 0.12% | Reduce -2.8% | 1,520,237 | $42.06M | $27.67 | |
| 94 | MBUU | MALIBU BOATS INC | 0.12% | Reduce -0.7% | 1,781,732 | $40.84M | $22.92 | |
| 95 | CBRE | CBRE GROUP INC | 0.12% | Add +1.8% | 311,119 | $39.97M | $128.47 | |
| 96 | HR | HEALTHCARE RLTY TR | 0.12% | - | 2,225,430 | $39.48M | $17.74 | |
| 97 | MS | MORGAN STANLEY | 0.12% | Reduce -54.0% | 208,893 | $39.29M | $188.08 | |
| 98 | HDB | HDFC BANK LTD | 0.11% | Add +8.7% | 1,754,255 | $39.19M | $22.34 | |
| 99 | GD | GENERAL DYNAMICS CORP | 0.11% | Add +2.0% | 110,729 | $36.74M | $331.83 | |
| 100 | GCO | GENESCO INC | 0.11% | Reduce -3.2% | 1,063,773 | $36.32M | $34.14 | |
| 101 | SOLV | SOLVENTUM CORP | 0.11% | Reduce -2.5% | 407,249 | $35.9M | $88.15 | |
| 102 | AIG | AMERICAN INTL GROUP INC | 0.10% | Add +2.8% | 469,375 | $34.93M | $74.42 | |
| 103 | DRH | DIAMONDROCK HOSPITALITY CO | 0.10% | Reduce -1.2% | 2,795,847 | $34.56M | $12.36 | |
| 104 | VREX | VAREX IMAGING CORP | 0.10% | Reduce -58.9% | 1,785,166 | $32.94M | $18.45 | |
| 105 | LDOS | LEIDOS HOLDINGS INC | 0.09% | Add +5.8% | 262,188 | $31.94M | $121.83 | |
| 106 | KEY | KEYCORP | 0.09% | Reduce -0.6% | 1,587,711 | $31.87M | $20.07 | |
| 107 | MSM | MSC INDL DIRECT INC | 0.09% | Reduce -37.1% | 235,135 | $29.09M | $123.72 | |
| 108 | GOOGL | ALPHABET INC | 0.08% | Reduce -54.1% | 78,539 | $27.02M | $344.08 | |
| 109 | SHG | SHINHAN FINANCIAL GROUP CO L | 0.08% | Reduce -48.5% | 344,589 | $26.76M | $77.67 | |
| 110 | NVST | ENVISTA HOLDINGS CORPORATION | 0.08% | Reduce -1.8% | 1,136,001 | $26.66M | $23.47 | |
| 111 | OEC | ORION S.A. | 0.08% | Reduce -1.6% | 4,695,354 | $26.39M | $5.62 | |
| 112 | TBI | TRUEBLUE INC | 0.08% | Reduce -7.9% | 2,846,983 | $26.19M | $9.20 | |
| 113 | BFH | BREAD FINANCIAL HOLDINGS INC | 0.08% | Reduce -18.5% | 266,929 | $26.09M | $97.75 | |
| 114 | UVSP | UNIVEST FINANCIAL CORPORATIO | 0.06% | Reduce -39.1% | 508,266 | $20.83M | $40.98 | |
| 115 | ARW | ARROW ELECTRS INC | 0.06% | Reduce -29.1% | 88,762 | $20.15M | $227.00 | |
| 116 | HOFT | HOOKER FURNISHINGS CORPORATI | 0.06% | Reduce -2.4% | 1,505,752 | $19.54M | $12.98 | |
| 117 | MAN | MANPOWERGROUP INC WIS | 0.06% | - | 351,121 | $19.52M | $55.58 | |
| 118 | HELE | HELEN OF TROY LTD | 0.05% | Reduce -4.5% | 646,418 | $17.72M | $27.41 | |
| 119 | USNA | USANA HEALTH SCIENCES INC | 0.05% | Reduce -7.6% | 1,113,983 | $16.12M | $14.47 | |
| 120 | UVV | UNIVERSAL CORP VA MTNS BK EN | 0.04% | Add +0.5% | 365,142 | $15.26M | $41.79 | |
| 121 | ADIG | ADI GLOBAL DISTR INC | 0.04% | New | 810,268 | $14.52M | $17.92 | |
| 122 | WCC | WESCO INTL INC | 0.04% | Reduce -46.1% | 38,551 | $13.86M | $359.59 | |
| 123 | ABEV | AMBEV SA | 0.03% | Add +2.2% | 3,822,026 | $11.16M | $2.92 | |
| 124 | SNY | SANOFI SA | 0.01% | Add +348.2% | 113,396 | $4.68M | $41.23 | |
| 125 | ING | ING GROEP N.V. | 0.01% | Add +10.9% | 105,216 | $3.74M | $35.50 | |
| 126 | SAP | SAP SE | 0.01% | Add +128.6% | 14,985 | $3.12M | $208.49 | |
| 127 | BIDU | BAIDU INC | 0.01% | Reduce -19.2% | 33,514 | $2.91M | $86.87 | |
| 128 | BABA | ALIBABA GROUP HLDG LTD | 0.01% | Reduce -7.4% | 24,770 | $2.66M | $107.54 | |
| 129 | HSBC | HSBC HLDGS PLC | 0.01% | Add +8.7% | 25,603 | $2.54M | $99.31 | |
| 130 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.01% | Reduce -0.7% | 4,025 | $1.84M | $456.19 | |
| 131 | GSK | GSK PLC | 0.00% | Add +18.2% | 28,964 | $1.4M | $48.17 | |
| 132 | MYE | MYERS INDS INC | 0.00% | Reduce -94.2% | 45,178 | $1.39M | $30.77 | |
| 133 | PHG | KONINKLIJKE PHILIPS N V | 0.00% | Add +12.6% | 54,313 | $1.33M | $24.43 | |
| 134 | TTE | TOTALENERGIES SE | 0.00% | Reduce -27.3% | 16,082 | $1.22M | $75.70 | |
| 135 | EQNR | EQUINOR ASA | 0.00% | Reduce -24.2% | 28,952 | $1.2M | $41.60 | |
| 136 | SMFG | SUMITOMO MITSUI FIN GRP INC | 0.00% | Add +8.0% | 40,297 | $1.04M | $25.91 | |
| 137 | PBR-A | PETROLEO BRASILEIRO S A | 0.00% | - | 53,138 | $1.01M | $18.99 | |
| 138 | CIG | CIA ENERGETICA DE MINAS GERA | 0.00% | - | 453,957 | $953.31K | $2.10 | |
| 139 | KB | KB FINL GROUP INC | 0.00% | - | 7,640 | $940.48K | $123.10 | |
| 140 | VALE | VALE S A | 0.00% | Add +7.3% | 63,382 | $849.95K | $13.41 | |
| 141 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 0.00% | Add +19.8% | 45,310 | $824.19K | $18.19 | |
| 142 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.00% | Reduce -80.7% | 11,478 | $729.89K | $63.59 | |
| 143 | ITUB | ITAU UNIBANCO HLDG S A | 0.00% | - | 80,241 | $684.46K | $8.53 | |
| 144 | BCS | BARCLAYS PLC | 0.00% | Add +10.0% | 22,582 | $548.07K | $24.27 | |
| 145 | NOK | NOKIA CORP | 0.00% | Reduce -99.0% | 48,205 | $488.8K | $10.14 | |
| 146 | QRVO | QORVO INC | 0.00% | Reduce -0.5% | 3,031 | $346.99K | $114.48 | |
| 147 | NVDA | NVIDIA CORPORATION | 0.00% | Add +3.5% | 1,495 | $341.43K | $228.38 | |
| 148 | BLK | BLACKROCK INC | 0.00% | New | 320 | $338.65K | $1058.29 | |
| 149 | SANM | SANMINA CORP | 0.00% | New | 1,516 | $325.8K | $214.91 | |
| 150 | DOCU | DOCUSIGN INC | 0.00% | Add +4.7% | 4,720 | $316.95K | $67.15 | |
| 151 | JBL | JABIL INC | 0.00% | New | 1,086 | $311.53K | $286.86 | |
| 152 | REGN | REGENERON PHARMACEUTICALS | 0.00% | New | 409 | $310.13K | $758.27 | |
| 153 | STT | STATE STR CORP | 0.00% | Add +43.7% | 1,769 | $308.85K | $174.59 | |
| 154 | ORCL | ORACLE CORP | 0.00% | - | 2,076 | $285.04K | $137.30 | |
| 155 | ADBE | ADOBE INC | 0.00% | Add +4.0% | 1,138 | $273.05K | $239.94 | |
| 156 | LHX | L3HARRIS TECHNOLOGIES INC | 0.00% | New | 1,120 | $265.19K | $236.78 | |
| 157 | SWX | SOUTHWEST GAS HLDGS INC | 0.00% | New | 2,828 | $230.6K | $81.54 | |
| 158 | GE | GE AEROSPACE | 0.00% | - | 736 | $229.85K | $312.29 | |
| 159 | CRUS | CIRRUS LOGIC INC | 0.00% | New | 1,901 | $228.06K | $119.97 | |
| 171 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | - | Sold | 0 | $0 | No quote | No quote |
| 170 | WBS | WEBSTER FINL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 169 | TOST | TOAST INC | - | Sold | 0 | $0 | No quote | No quote |
| 168 | CRM | SALESFORCE INC | - | Sold | 0 | $0 | No quote | No quote |
| 167 | MRK | MERCK & CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 166 | HALO | HALOZYME THERAPEUTICS INC | - | Sold | 0 | $0 | No quote | No quote |
| 165 | GEV | GE VERNOVA INC | - | Sold | 0 | $0 | No quote | No quote |
| 164 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 163 | EXPE | EXPEDIA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 162 | CSCO | CISCO SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 161 | ADSK | AUTODESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 160 | MT | ARCELORMITTAL SA LUXEMBOURG | - | Sold | 0 | $0 | No quote | No quote |