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 2026-09-12 from SEC 13F data.
Live quotes available for 88 of 144 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 4.04% | - | 20,836,112 | $739.06M | $35.47 | No quote |
| 2 | BAC | BANK OF AMERICA CORP | 2.95% | - | 31,650,403 | $539.64M | $17.05 | No quote |
| 3 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.90% | - | 6,964,781 | $530.23M | No quote | No quote |
| 4 | C | CITIGROUP INC | 2.88% | - | 10,152,529 | $526.1M | $51.82 | No quote |
| 5 | AIG | AMERICAN INTERNATIONAL GROUP | 2.88% | - | 9,737,296 | $526.01M | $54.02 | No quote |
| 6 | CI | CIGNA CORP | 2.77% | - | 5,584,763 | $506.48M | $90.69 | No quote |
| 7 | BP | BP PLC - SPONS ADR | 2.73% | - | 11,343,006 | $498.53M | $43.95 | No quote |
| 8 | MSFT | MICROSOFT CORP | 2.57% | - | 10,131,902 | $469.72M | $46.36 | No quote |
| 9 | ORCL | ORACLE CORP | 2.55% | - | 12,199,933 | $467.01M | $38.28 | No quote |
| 10 | INTC | INTEL CORPORATION | 2.48% | - | 13,014,868 | $453.18M | $34.82 | No quote |
| 11 | OMC | OMNICOM GROUP | 2.38% | - | 6,334,510 | $436.19M | $68.86 | No quote |
| 12 | MS | MORGAN STANLEY | 2.37% | - | 12,550,716 | $433.88M | $34.57 | No quote |
| 13 | PH | PARKER HANNIFIN CORPORATION | 2.37% | - | 3,790,663 | $432.7M | $114.15 | No quote |
| 14 | STT | STATE STREET CORP | 2.33% | - | 5,798,406 | $426.82M | $73.61 | No quote |
| 15 | XOM | EXXON MOBIL CORP | 2.21% | - | 4,306,551 | $405.03M | $94.05 | No quote |
| 16 | SPLS | STAPLES INC | 2.20% | - | 33,308,825 | $403.04M | No quote | No quote |
| 17 | NWSA | NEWS CORP - CLASS A | 2.18% | - | 24,399,642 | $398.93M | $16.35 | No quote |
| 18 | JPM | JP MORGAN CHASE & CO | 2.09% | - | 6,346,529 | $382.32M | $60.24 | No quote |
| 19 | VOYA | VOYA FINANCIAL INC. | 1.92% | - | 8,959,814 | $350.33M | $39.10 | No quote |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.91% | - | 1,903,198 | $349.37M | $183.57 | No quote |
| 21 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.86% | - | 3,361,631 | $340.37M | No quote | No quote |
| 22 | MET | METLIFE INC | 1.81% | - | 6,177,965 | $331.88M | $53.72 | No quote |
| 23 | BHI | BAKER HUGHES INC | 1.76% | - | 4,942,070 | $321.53M | No quote | No quote |
| 24 | BDX | BECTON DICKINSON & CO | 1.70% | - | 2,731,408 | $310.86M | $113.81 | No quote |
| 25 | ABT | ABBOTT LABORATORIES | 1.66% | - | 7,287,523 | $303.09M | $41.59 | No quote |
| 26 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.64% | - | 6,345,849 | $300.35M | $47.33 | No quote |
| 27 | IPG | INTERPUBLIC GROUP OF COS INC | 1.49% | - | 14,846,993 | $272M | No quote | No quote |
| 28 | PNC | PNC FINANCIAL SERVICES | 1.45% | - | 3,106,074 | $265.82M | $85.58 | No quote |
| 29 | MAS | MASCO CORP | 1.44% | - | 11,025,399 | $263.73M | $23.92 | No quote |
| 30 | UBS | UBS AG | 1.44% | - | 15,133,540 | $262.87M | $17.37 | No quote |
| 31 | GM | GENERAL MOTORS CO | 1.31% | - | 7,502,229 | $239.62M | $31.94 | No quote |
| 32 | MUR | MURPHY OIL CORP | 1.27% | - | 4,084,131 | $232.43M | $56.91 | No quote |
| 33 | AVT | AVNET INC | 1.20% | - | 5,299,000 | $219.91M | $41.50 | No quote |
| 34 | GLW | CORNING INC | 1.10% | - | 10,440,873 | $201.93M | $19.34 | No quote |
| 35 | WSH | WILLIS GROUP HOLDINGS LTD | 1.07% | - | 4,745,620 | $196.47M | No quote | No quote |
| 36 | CMA | COMERICA INC | 0.99% | - | 3,630,268 | $181.01M | No quote | No quote |
| 37 | LAMR | LAMAR ADVERTISING CO -A | 0.95% | - | 3,513,960 | $173.06M | $49.25 | No quote |
| 38 | PRE | PARTNERRE LTD | 0.91% | - | 1,522,062 | $167.26M | No quote | No quote |
| 39 | WFC | WELLS FARGO CO | 0.89% | - | 3,128,858 | $162.29M | $51.87 | No quote |
| 40 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.87% | - | 1,558,296 | $158.56M | $101.75 | No quote |
| 41 | BEN | FRANKLIN RESOURCES INC. | 0.79% | - | 2,657,604 | $145.13M | $54.61 | No quote |
| 42 | JNJ | JOHNSON & JOHNSON | 0.69% | - | 1,184,416 | $126.25M | $106.59 | No quote |
| 43 | PGR | PROGRESSIVE CORP | 0.62% | - | 4,498,243 | $113.72M | $25.28 | No quote |
| 44 | ON | ON SEMICONDUCTOR CORP | 0.61% | - | 12,410,896 | $110.95M | $8.94 | No quote |
| 45 | ETR | ENTERGY CORP | 0.59% | - | 1,400,601 | $108.31M | No quote | No quote |
| 46 | TEX | TEREX CORP | 0.59% | - | 3,384,526 | $107.53M | $31.77 | No quote |
| 47 | SPN | SUPERIOR ENERGY SERVICES INC | 0.58% | - | 3,214,210 | $105.65M | No quote | No quote |
| 48 | WMT | WAL-MART STORES | 0.57% | - | 1,362,638 | $104.2M | $76.47 | No quote |
| 49 | NWS | NEWS CORP - CLASS B | 0.54% | - | 6,098,582 | $98.37M | $16.13 | No quote |
| 50 | K | KELLOGG COMPANY | 0.53% | - | 1,576,503 | $97.11M | No quote | No quote |
| 51 | TEL | TE CONNECTIVITY LTD. | 0.53% | - | 1,738,229 | $96.11M | $55.29 | No quote |
| 52 | KSS | KOHLS CORP | 0.51% | - | 1,537,750 | $93.85M | No quote | No quote |
| 53 | XL | XL GROUP PLC | 0.50% | - | 2,781,550 | $92.26M | No quote | No quote |
| 54 | KEY | KEY CORP | 0.39% | - | 5,373,500 | $71.63M | $13.33 | No quote |
| 55 | RF | REGIONS FINL CORP | 0.38% | - | 7,006,620 | $70.35M | $10.04 | No quote |
| 56 | AET | AETNA INC | 0.38% | - | 864,356 | $70.01M | No quote | No quote |
| 57 | CSCO | CISCO SYSTEMS INC | 0.37% | - | 2,669,084 | $67.18M | $25.17 | No quote |
| 58 | LM | LEGG MASON INC | 0.36% | - | 1,294,100 | $66.21M | No quote | No quote |
| 59 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.35% | - | 1,739,776 | $64.81M | $37.25 | No quote |
| 60 | IVZ | INVESCO LTD | 0.35% | - | 1,614,821 | $63.75M | $39.48 | No quote |
| 61 | URS | URS CORP | 0.33% | - | 1,058,876 | $61M | No quote | No quote |
| 62 | APA | APACHE CORP | 0.32% | - | 631,633 | $59.29M | $93.87 | No quote |
| 63 | CFG | CITIZENS FINANCIAL GROUP | 0.32% | - | 2,500,000 | $58.55M | $23.42 | No quote |
| 64 | FITB | FIFTH THIRD BANCORP | 0.32% | - | 2,924,275 | $58.54M | $20.02 | No quote |
| 65 | OC | OWENS CORNING | 0.32% | - | 1,834,986 | $58.26M | $31.75 | No quote |
| 66 | WCG | WELLCARE HEALTH PLANS INC | 0.32% | - | 955,450 | $57.65M | No quote | No quote |
| 67 | DOOR | MASONITE INTERNATIONAL CORP | 0.31% | - | 1,026,983 | $56.87M | No quote | No quote |
| 68 | HPT | HOSPITALITY PROPERTIES TRUST | 0.29% | - | 1,989,531 | $53.42M | No quote | No quote |
| 69 | AIZ | ASSURANT INC | 0.29% | - | 815,719 | $52.45M | No quote | No quote |
| 70 | PRI | PRIMERICA INC | 0.27% | - | 1,020,292 | $49.2M | $48.22 | No quote |
| 71 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.26% | - | 4,566,125 | $47.12M | $10.32 | No quote |
| 72 | TECD | TECH DATA CORP | 0.26% | - | 793,983 | $46.73M | No quote | No quote |
| 73 | DAN | DANA HOLDING CORP | 0.25% | - | 2,404,591 | $46.1M | No quote | No quote |
| 74 | ATU | ACTUANT CORP- A | 0.25% | - | 1,484,612 | $45.31M | No quote | No quote |
| 75 | GNW | GENWORTH FINANCIAL INC CL A | 0.24% | - | 3,376,250 | $44.23M | No quote | No quote |
| 76 | WBS | WEBSTER FINANCIAL CORP. | 0.24% | - | 1,475,682 | $43M | $29.14 | No quote |
| 77 | SNV | SYNOVUS FINANCIAL CORP | 0.23% | - | 1,802,069 | $42.6M | No quote | No quote |
| 78 | UPBD | RENT A CENTER INC | 0.22% | - | 1,331,683 | $40.42M | $30.35 | No quote |
| 79 | BRC | BRADY CORP CL A | 0.22% | - | 1,770,349 | $39.73M | $22.44 | No quote |
| 80 | TTEK | TETRA TECH INC | 0.22% | - | 1,585,540 | $39.61M | $24.98 | No quote |
| 81 | ARW | ARROW ELECTRONICS INC | 0.21% | - | 681,555 | $37.72M | $55.35 | No quote |
| 82 | ASB | ASSOCIATED BANC CORP | 0.20% | - | 2,109,923 | $36.76M | $17.42 | No quote |
| 83 | USTR | UNITED STATIONERS INC | 0.19% | - | 944,022 | $35.47M | No quote | No quote |
| 84 | CNW | CON-WAY INC | 0.19% | - | 723,757 | $34.38M | No quote | No quote |
| 85 | KBR | KBR INC | 0.18% | - | 1,736,600 | $32.7M | $18.83 | No quote |
| 86 | MLKN | HERMAN MILLER INC | 0.17% | - | 1,066,328 | $31.83M | $29.85 | No quote |
| 87 | SYA | SYMETRA FINANCIAL CORP | 0.17% | - | 1,349,225 | $31.48M | No quote | No quote |
| 88 | FMBI | FIRST MIDWEST BANCORP INC | 0.17% | - | 1,920,691 | $30.9M | No quote | No quote |
| 89 | DIOD | DIODES INC. | 0.17% | - | 1,277,711 | $30.56M | $23.92 | No quote |
| 90 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.16% | - | 536,224 | $29.59M | No quote | No quote |
| 91 | NPBC | NATIONAL PENN BANCSHARES INC | 0.16% | - | 2,970,779 | $28.85M | No quote | No quote |
| 92 | TCF | TCF FINANCIAL CORP | 0.16% | - | 1,850,357 | $28.74M | No quote | No quote |
| 93 | VR | VALIDUS HOLDINGS LTD | 0.16% | - | 728,176 | $28.5M | No quote | No quote |
| 94 | GD | GENERAL DYNAMICS CORP | 0.15% | - | 222,875 | $28.33M | $127.09 | No quote |
| 95 | CMCO | COLUMBUS MCKINNON CORP | 0.15% | - | 1,277,536 | $28.09M | $21.99 | No quote |
| 96 | LLY | LILLY ELI | 0.15% | - | 430,175 | $27.9M | $64.85 | No quote |
| 97 | BBCN | BBCN BANCORP INC | 0.15% | - | 1,889,366 | $27.57M | No quote | No quote |
| 98 | AEL | AMERICAN EQUITY INVT LIFE | 0.15% | - | 1,203,123 | $27.53M | No quote | No quote |
| 99 | SRI | STONERIDGE INC | 0.15% | - | 2,414,484 | $27.21M | No quote | No quote |
| 100 | NSIT | INSIGHT ENTERPRISES INC | 0.14% | - | 1,156,327 | $26.17M | $22.63 | No quote |
| 101 | DGX | QUEST DIAGNOSTICS | 0.14% | - | 429,700 | $26.07M | $60.68 | No quote |
| 102 | LLL | L-3 COMMUNICATIONS | 0.14% | - | 217,663 | $25.88M | No quote | No quote |
| 103 | ACM | AECOM TECHNOLOGY CORP | 0.14% | - | 765,025 | $25.82M | $33.75 | No quote |
| 104 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.14% | - | 1,996,101 | $25.31M | $12.68 | No quote |
| 105 | ARGO | ARGO GROUP INTERNATIONAL | 0.14% | - | 499,361 | $25.12M | No quote | No quote |
| 106 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.14% | - | 3,061,348 | $24.8M | No quote | No quote |
| 107 | MATW | MATTHEWS INTL CORP - CL A | 0.13% | - | 560,613 | $24.61M | $43.89 | No quote |
| 108 | ROCK | GIBRALTAR INDUSTRIES INC | 0.13% | - | 1,675,631 | $22.94M | No quote | No quote |
| 109 | GFF | GRIFFON CORPORATION | 0.12% | - | 1,998,583 | $22.76M | $11.39 | No quote |
| 110 | PHH | PHH CORP | 0.12% | - | 1,004,898 | $22.47M | No quote | No quote |
| 111 | TPC | TUTOR PERINI CORP | 0.12% | - | 810,599 | $21.4M | $26.40 | No quote |
| 112 | RDUS | SCHNITZER STEEL INDS INC - A | 0.11% | - | 803,642 | $19.33M | No quote | No quote |
| 113 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.10% | - | 419,861 | $17.96M | No quote | No quote |
| 114 | MWW | MONSTER WORLDWIDE INC | 0.10% | - | 3,194,903 | $17.57M | No quote | No quote |
| 115 | FE | FIRSTENERGY CORP | 0.10% | - | 522,529 | $17.54M | $33.57 | No quote |
| 116 | MWA | MUELLER WATER PRODUCTS INC | 0.09% | - | 2,080,258 | $17.23M | No quote | No quote |
| 117 | OMI | OWENS & MINOR INC | 0.09% | - | 525,138 | $17.19M | No quote | No quote |
| 118 | JBL | JABIL CIRCUIT INC | 0.09% | - | 814,863 | $16.44M | $20.17 | No quote |
| 119 | MUSA | MURPHY USA INC | 0.09% | - | 301,887 | $16.02M | $53.06 | No quote |
| 120 | RDC | ROWAN COMPANIES PLC - A | 0.09% | - | 628,825 | $15.92M | No quote | No quote |
| 121 | PG | PROCTER & GAMBLE COMPANY | 0.08% | - | 174,779 | $14.64M | $83.74 | No quote |
| 122 | PIPR | PIPER JAFFRAY COS | 0.08% | - | 270,654 | $14.14M | $52.24 | No quote |
| 123 | RNR | RENAISSANCE RE HLDGS LTD | 0.08% | - | 139,894 | $13.99M | $99.99 | No quote |
| 124 | WSFS | WSFS FINANCIAL CORP | 0.07% | - | 184,593 | $13.22M | $71.61 | No quote |
| 125 | ALL | ALLSTATE CORP | 0.06% | - | 189,640 | $11.64M | $61.37 | No quote |
| 126 | EG | EVEREST RE GROUP LTD | 0.06% | - | 71,600 | $11.6M | $162.01 | No quote |
| 127 | EXC | EXELON CORP | 0.06% | - | 336,366 | $11.47M | No quote | No quote |
| 128 | ASH | ASHLAND INC | 0.06% | - | 108,375 | $11.28M | $104.10 | No quote |
| 129 | BGC | GENERAL CABLE CORP DEL NE | 0.06% | - | 741,319 | $11.18M | $15.08 | No quote |
| 130 | EPR | EPR PROPERTIES | 0.06% | - | 213,400 | $10.82M | No quote | No quote |
| 131 | RRX | REGAL BELOIT CORP | 0.06% | - | 167,700 | $10.78M | $64.25 | No quote |
| 132 | WDC | WESTERN DIGITAL CORP | 0.06% | - | 105,750 | $10.29M | $97.32 | No quote |
| 133 | TMK | TORCHMARK CORP | 0.05% | - | 190,597 | $9.98M | No quote | No quote |
| 134 | TRS | TRIMAS CORP | 0.05% | - | 410,202 | $9.98M | $24.33 | No quote |
| 135 | IM | INGRAM MICRO INC CL-A | 0.05% | - | 331,700 | $8.56M | No quote | No quote |
| 136 | IGT | INTERNATIONAL GAME TECHNOLOGY | 0.05% | - | 506,350 | $8.54M | No quote | No quote |
| 137 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.04% | - | 386,375 | $7.8M | $20.18 | No quote |
| 138 | ACE | ACE LTD | 0.03% | - | 45,684 | $4.79M | No quote | No quote |
| 139 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.02% | - | 553,800 | $3.27M | $5.91 | No quote |
| 140 | BPOP | POPULAR INC. | 0.02% | - | 110,730 | $3.26M | No quote | No quote |
| 141 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | - | 67,600 | $3.07M | $45.46 | No quote |
| 142 | SXCLD | STEEL EXCEL INC | 0.01% | - | 68,662 | $2.23M | No quote | No quote |
| 143 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.01% | - | 77,100 | $1.09M | $14.19 | No quote |
| 144 | USNZY | USINAS SIDERURG MINAS - SP ADR | 0.00% | - | 13,782 | $36K | No quote | No quote |