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 85 of 150 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 3.91% | Reduce -12.5% | 18,226,607 | $731.43M | $40.13 | No quote |
| 2 | BAC | BANK OF AMERICA CORP | 2.98% | Reduce -1.4% | 31,223,345 | $558.59M | $17.89 | No quote |
| 3 | ORCL | ORACLE CORP | 2.94% | Add +0.4% | 12,248,441 | $550.81M | $44.97 | No quote |
| 4 | C | CITIGROUP INC | 2.86% | Reduce -2.4% | 9,906,230 | $536.03M | $54.11 | No quote |
| 5 | CI | CIGNA CORP | 2.84% | Reduce -7.6% | 5,158,791 | $530.89M | $102.91 | No quote |
| 6 | AIG | AMERICAN INTERNATIONAL GROUP | 2.82% | Reduce -3.3% | 9,416,582 | $527.42M | $56.01 | No quote |
| 7 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.59% | Add +4.1% | 7,252,999 | $485.59M | No quote | No quote |
| 8 | OMC | OMNICOM GROUP | 2.53% | Reduce -3.6% | 6,104,146 | $472.89M | $77.47 | No quote |
| 9 | PH | PARKER HANNIFIN CORPORATION | 2.49% | Reduce -4.6% | 3,614,628 | $466.11M | $128.95 | No quote |
| 10 | BP | BP PLC - SPONS ADR | 2.48% | Add +7.3% | 12,170,845 | $463.95M | $38.12 | No quote |
| 11 | SPLS | STAPLES INC | 2.46% | Reduce -23.6% | 25,452,479 | $461.2M | No quote | No quote |
| 12 | INTC | INTEL CORPORATION | 2.42% | Reduce -4.0% | 12,489,655 | $453.25M | $36.29 | No quote |
| 13 | MS | MORGAN STANLEY | 2.40% | Reduce -7.8% | 11,568,574 | $448.86M | $38.80 | No quote |
| 14 | NWSA | NEWS CORP - CLASS A | 2.22% | Add +8.6% | 26,499,842 | $415.78M | $15.69 | No quote |
| 15 | STT | STATE STREET CORP | 2.12% | Reduce -13.0% | 5,044,580 | $396M | $78.50 | No quote |
| 16 | XOM | EXXON MOBIL CORP | 2.11% | Reduce -0.7% | 4,274,944 | $395.22M | $92.45 | No quote |
| 17 | MSFT | MICROSOFT CORP | 2.10% | Reduce -16.6% | 8,451,927 | $392.59M | $46.45 | No quote |
| 18 | JPM | JP MORGAN CHASE & CO | 1.98% | Reduce -6.8% | 5,915,463 | $370.19M | $62.58 | No quote |
| 19 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.93% | Add +11.6% | 7,078,975 | $361.67M | $51.09 | No quote |
| 20 | VOYA | VOYA FINANCIAL INC. | 1.90% | Reduce -6.6% | 8,369,969 | $354.72M | $42.38 | No quote |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.84% | Reduce -6.8% | 1,773,174 | $343.69M | $193.83 | No quote |
| 22 | MET | METLIFE INC | 1.75% | Reduce -2.0% | 6,055,902 | $327.56M | $54.09 | No quote |
| 23 | IPG | INTERPUBLIC GROUP OF COS INC | 1.65% | Add +0.2% | 14,870,805 | $308.87M | No quote | No quote |
| 24 | ABT | ABBOTT LABORATORIES | 1.65% | Reduce -5.9% | 6,860,439 | $308.86M | $45.02 | No quote |
| 25 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | 1.61% | Reduce -12.8% | 2,932,176 | $301.57M | No quote | No quote |
| 26 | BAX | BAXTER INTERNATIONAL INC | 1.54% | New | 3,944,140 | $289.07M | $73.29 | No quote |
| 27 | BHI | BAKER HUGHES INC | 1.54% | Add +4.3% | 5,155,311 | $289.06M | No quote | No quote |
| 28 | PNC | PNC FINANCIAL SERVICES | 1.44% | Reduce -4.9% | 2,953,199 | $269.42M | $91.23 | No quote |
| 29 | UBS | UBS GROUP AG | 1.43% | New | 15,718,432 | $268M | $17.05 | No quote |
| 30 | GLW | CORNING INC | 1.39% | Add +8.8% | 11,357,075 | $260.42M | $22.93 | No quote |
| 31 | MAS | MASCO CORP | 1.36% | Reduce -8.2% | 10,120,875 | $255.05M | $25.20 | No quote |
| 32 | AVT | AVNET INC | 1.33% | Add +9.6% | 5,808,009 | $249.86M | $43.02 | No quote |
| 33 | MUR | MURPHY OIL CORP | 1.29% | Add +17.2% | 4,787,751 | $241.88M | $50.52 | No quote |
| 34 | F | FORD MOTOR COMPANY | 1.25% | New | 15,053,523 | $233.33M | $15.50 | No quote |
| 35 | WSH | WILLIS GROUP HOLDINGS LTD | 1.14% | Add +0.3% | 4,757,456 | $213.18M | No quote | No quote |
| 36 | SWK | STANLEY BLACK & DECKER INC | 1.13% | New | 2,209,389 | $212.28M | $96.08 | No quote |
| 37 | XL | ***XL GROUP PLC | 1.13% | Add +121.7% | 6,166,478 | $211.94M | No quote | No quote |
| 38 | LAMR | LAMAR ADVERTISING CO -A | 0.98% | Reduce -2.8% | 3,415,838 | $183.23M | $53.64 | No quote |
| 39 | ON | ON SEMICONDUCTOR CORP | 0.93% | Add +38.9% | 17,240,221 | $174.64M | $10.13 | No quote |
| 40 | BEN | FRANKLIN RESOURCES INC. | 0.90% | Add +15.1% | 3,057,445 | $169.29M | $55.37 | No quote |
| 41 | CMA | COMERICA INC | 0.89% | Reduce -2.1% | 3,552,661 | $166.41M | No quote | No quote |
| 42 | WFC | WELLS FARGO CO | 0.73% | Reduce -19.9% | 2,507,783 | $137.48M | $54.82 | No quote |
| 43 | JNJ | JOHNSON & JOHNSON | 0.66% | Reduce -0.0% | 1,183,966 | $123.81M | $104.57 | No quote |
| 44 | PGR | PROGRESSIVE CORP | 0.65% | Add +0.8% | 4,532,718 | $122.34M | $26.99 | No quote |
| 45 | RF | REGIONS FINL CORP | 0.64% | Add +62.8% | 11,406,580 | $120.45M | $10.56 | No quote |
| 46 | ETR | ENTERGY CORP | 0.63% | Reduce -3.8% | 1,346,826 | $117.82M | No quote | No quote |
| 47 | WMT | WAL-MART STORES | 0.63% | Reduce -0.0% | 1,362,063 | $116.97M | $85.88 | No quote |
| 48 | K | KELLOGG COMPANY | 0.56% | Add +1.0% | 1,592,353 | $104.2M | No quote | No quote |
| 49 | TEX | TEREX CORP | 0.55% | Add +8.7% | 3,678,906 | $102.57M | $27.88 | No quote |
| 50 | TEL | TE CONNECTIVITY LTD. | 0.55% | Reduce -6.8% | 1,620,040 | $102.47M | $63.25 | No quote |
| 51 | SPN | SUPERIOR ENERGY SERVICES INC | 0.48% | Add +39.9% | 4,497,396 | $90.62M | No quote | No quote |
| 52 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.48% | Reduce -46.7% | 830,648 | $89.63M | $107.90 | No quote |
| 53 | NWS | NEWS CORP - CLASS B | 0.46% | Reduce -6.6% | 5,697,438 | $85.92M | $15.08 | No quote |
| 54 | CSCO | CISCO SYSTEMS INC | 0.45% | Add +12.5% | 3,003,808 | $83.55M | $27.82 | No quote |
| 55 | AET | AETNA INC | 0.42% | Add +2.1% | 882,256 | $78.37M | No quote | No quote |
| 56 | KEY | KEY CORP | 0.40% | Add +1.4% | 5,445,875 | $75.7M | $13.90 | No quote |
| 57 | DAN | DANA HOLDING CORP | 0.40% | Add +41.9% | 3,411,341 | $74.16M | No quote | No quote |
| 58 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.39% | Reduce -0.0% | 1,739,251 | $72.51M | $41.69 | No quote |
| 59 | PFE | PFIZER INC | 0.36% | New | 2,170,568 | $67.61M | $31.15 | No quote |
| 60 | OC | OWENS CORNING | 0.35% | Add +0.0% | 1,835,756 | $65.74M | $35.81 | No quote |
| 61 | IVZ | INVESCO LTD | 0.35% | Add +2.1% | 1,648,866 | $65.16M | $39.52 | No quote |
| 62 | PRE | PARTNERRE LTD | 0.34% | Reduce -63.4% | 556,563 | $63.52M | No quote | No quote |
| 63 | WCG | WELLCARE HEALTH PLANS INC | 0.34% | Reduce -19.5% | 769,004 | $63.1M | No quote | No quote |
| 64 | ACM | AECOM TECHNOLOGY CORP | 0.33% | Add +168.7% | 2,055,826 | $62.44M | $30.37 | No quote |
| 65 | CFG | CITIZENS FINANCIAL GROUP | 0.33% | - | 2,500,000 | $62.15M | $24.86 | No quote |
| 66 | FITB | FIFTH THIRD BANCORP | 0.32% | Add +1.5% | 2,968,250 | $60.48M | $20.38 | No quote |
| 67 | DOOR | MASONITE INTERNATIONAL CORP | 0.31% | Reduce -6.6% | 959,033 | $58.94M | No quote | No quote |
| 68 | BDX | BECTON DICKINSON & CO | 0.30% | Reduce -85.3% | 402,735 | $56.05M | $139.16 | No quote |
| 69 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.30% | Add +9.0% | 4,977,532 | $55.65M | $11.18 | No quote |
| 70 | SNV | SYNOVUS FINANCIAL CORP | 0.29% | Add +9.7% | 1,977,103 | $53.56M | No quote | No quote |
| 71 | TECD | TECH DATA CORP | 0.27% | Add +0.4% | 797,058 | $50.4M | No quote | No quote |
| 72 | WBS | WEBSTER FINANCIAL CORP. | 0.25% | Reduce -3.6% | 1,422,907 | $46.29M | $32.53 | No quote |
| 73 | BRC | BRADY CORP CL A | 0.24% | Reduce -8.3% | 1,622,484 | $44.36M | $27.34 | No quote |
| 74 | KSS | KOHLS CORP | 0.22% | Reduce -55.5% | 684,550 | $41.79M | No quote | No quote |
| 75 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.22% | Add +26.8% | 680,150 | $40.7M | No quote | No quote |
| 76 | KBR | KBR INC | 0.21% | Add +35.4% | 2,350,825 | $39.85M | $16.95 | No quote |
| 77 | BGC | GENERAL CABLE CORP DEL NE | 0.21% | Add +259.1% | 2,662,468 | $39.67M | $14.90 | No quote |
| 78 | APA | APACHE CORP | 0.21% | Reduce -0.1% | 631,133 | $39.55M | $62.67 | No quote |
| 79 | ARW | ARROW ELECTRONICS INC | 0.21% | - | 681,555 | $39.46M | $57.89 | No quote |
| 80 | ATU | ACTUANT CORP- A | 0.21% | Reduce -2.6% | 1,446,212 | $39.4M | No quote | No quote |
| 81 | PRI | PRIMERICA INC | 0.21% | Reduce -29.7% | 717,390 | $38.93M | $54.26 | No quote |
| 82 | TTEK | TETRA TECH INC | 0.21% | Reduce -8.2% | 1,455,167 | $38.85M | $26.70 | No quote |
| 83 | USTR | UNITED STATIONERS INC | 0.20% | Reduce -8.2% | 866,972 | $36.55M | No quote | No quote |
| 84 | ASB | ASSOCIATED BANC CORP | 0.20% | Reduce -7.0% | 1,961,723 | $36.55M | $18.63 | No quote |
| 85 | HPT | HOSPITALITY PROPERTIES TRUST | 0.19% | Reduce -41.0% | 1,174,495 | $36.41M | No quote | No quote |
| 86 | CNW | CON-WAY INC | 0.18% | Reduce -3.4% | 699,082 | $34.38M | No quote | No quote |
| 87 | UPBD | RENT A CENTER INC | 0.18% | Reduce -30.8% | 921,503 | $33.47M | $36.32 | No quote |
| 88 | DIOD | DIODES INC. | 0.18% | Reduce -6.7% | 1,192,336 | $32.87M | $27.57 | No quote |
| 89 | NSIT | INSIGHT ENTERPRISES INC | 0.17% | Add +6.3% | 1,228,843 | $31.82M | $25.89 | No quote |
| 90 | CMCO | COLUMBUS MCKINNON CORP | 0.17% | Reduce -12.0% | 1,124,311 | $31.53M | $28.04 | No quote |
| 91 | OMI | OWENS & MINOR INC | 0.17% | Add +70.2% | 893,816 | $31.38M | No quote | No quote |
| 92 | LM | LEGG MASON INC | 0.16% | Reduce -55.8% | 572,607 | $30.56M | No quote | No quote |
| 93 | FMBI | FIRST MIDWEST BANCORP INC | 0.16% | Reduce -7.1% | 1,783,841 | $30.52M | No quote | No quote |
| 94 | VR | VALIDUS HOLDINGS LTD | 0.16% | Add +0.2% | 729,413 | $30.31M | No quote | No quote |
| 95 | ROCK | GIBRALTAR INDUSTRIES INC | 0.16% | Add +10.9% | 1,857,795 | $30.21M | No quote | No quote |
| 96 | SRI | STONERIDGE INC | 0.16% | Reduce -4.2% | 2,313,934 | $29.76M | No quote | No quote |
| 97 | NPBC | NATIONAL PENN BANCSHARES INC | 0.16% | Reduce -6.1% | 2,789,079 | $29.36M | No quote | No quote |
| 98 | GNW | GENWORTH FINANCIAL INC CL A | 0.15% | Add +0.1% | 3,379,775 | $28.73M | No quote | No quote |
| 99 | TCF | TCF FINANCIAL CORP | 0.15% | Reduce -4.3% | 1,771,757 | $28.15M | No quote | No quote |
| 100 | LLL | L-3 COMMUNICATIONS | 0.15% | Reduce -0.1% | 217,523 | $27.45M | No quote | No quote |
| 101 | BBCN | BBCN BANCORP INC | 0.14% | Reduce -0.9% | 1,871,819 | $26.92M | No quote | No quote |
| 102 | AEL | AMERICAN EQUITY INVT LIFE | 0.14% | Reduce -26.1% | 888,485 | $25.94M | No quote | No quote |
| 103 | GFF | GRIFFON CORPORATION | 0.14% | Reduce -4.3% | 1,912,533 | $25.44M | $13.30 | No quote |
| 104 | MATW | MATTHEWS INTL CORP - CL A | 0.14% | Reduce -6.8% | 522,438 | $25.43M | $48.67 | No quote |
| 105 | TRS | TRIMAS CORP | 0.14% | Add +98.0% | 812,107 | $25.41M | $31.29 | No quote |
| 106 | ARGO | ARGO GROUP INTERNATIONAL | 0.13% | Reduce -9.1% | 453,861 | $25.18M | No quote | No quote |
| 107 | AIZ | ASSURANT INC | 0.13% | Reduce -57.4% | 347,892 | $23.81M | No quote | No quote |
| 108 | PHH | PHH CORP | 0.12% | Reduce -5.1% | 953,648 | $22.85M | No quote | No quote |
| 109 | JBL | JABIL CIRCUIT INC | 0.11% | Add +12.7% | 918,146 | $20.04M | $21.83 | No quote |
| 110 | MWA | MUELLER WATER PRODUCTS INC | 0.11% | Reduce -6.0% | 1,955,158 | $20.02M | No quote | No quote |
| 111 | SYA | SYMETRA FINANCIAL CORP | 0.11% | Reduce -35.6% | 868,260 | $20.01M | No quote | No quote |
| 112 | TPC | TUTOR PERINI CORP | 0.10% | Reduce -5.2% | 768,299 | $18.49M | $24.07 | No quote |
| 113 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.10% | Reduce -2.7% | 408,386 | $17.88M | No quote | No quote |
| 114 | RDC | ROWAN COMPANIES PLC - A | 0.09% | Add +16.2% | 730,525 | $17.04M | No quote | No quote |
| 115 | RDUS | SCHNITZER STEEL INDS INC - A | 0.09% | Reduce -6.0% | 755,117 | $17.04M | No quote | No quote |
| 116 | CUB | CUBIC CORP | 0.09% | New | 312,615 | $16.46M | No quote | No quote |
| 117 | PG | PROCTER & GAMBLE COMPANY | 0.09% | Reduce -0.1% | 174,629 | $15.91M | $91.09 | No quote |
| 118 | MLKN | HERMAN MILLER INC | 0.08% | Reduce -50.7% | 525,608 | $15.47M | $29.43 | No quote |
| 119 | ASH | ASHLAND INC | 0.08% | Add +9.9% | 119,075 | $14.26M | $119.76 | No quote |
| 120 | RRX | REGAL BELOIT CORP | 0.07% | Add +10.6% | 185,400 | $13.94M | $75.20 | No quote |
| 121 | EPR | EPR PROPERTIES | 0.07% | Add +12.4% | 239,975 | $13.83M | No quote | No quote |
| 122 | MWW | MONSTER WORLDWIDE INC | 0.07% | Reduce -6.7% | 2,980,853 | $13.77M | No quote | No quote |
| 123 | ALL | ALLSTATE CORP | 0.07% | - | 189,640 | $13.32M | $70.25 | No quote |
| 124 | WSFS | WSFS FINANCIAL CORP | 0.07% | Reduce -7.6% | 170,643 | $13.12M | $76.89 | No quote |
| 125 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.07% | Reduce -57.7% | 844,178 | $12.55M | $14.87 | No quote |
| 126 | EXC | EXELON CORP | 0.07% | - | 336,366 | $12.47M | No quote | No quote |
| 127 | EG | EVEREST RE GROUP LTD | 0.07% | - | 71,600 | $12.19M | $170.29 | No quote |
| 128 | TMK | TORCHMARK CORP | 0.06% | - | 190,597 | $10.33M | No quote | No quote |
| 129 | IM | INGRAM MICRO INC CL-A | 0.05% | - | 331,700 | $9.17M | No quote | No quote |
| 130 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.05% | Reduce -71.4% | 874,849 | $8.94M | No quote | No quote |
| 131 | IGT | INTERNATIONAL GAME TECHNOLOGY | 0.05% | - | 506,350 | $8.74M | No quote | No quote |
| 132 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.05% | - | 386,375 | $8.65M | $22.38 | No quote |
| 133 | ACE | ACE LTD | 0.03% | Reduce -4.4% | 43,684 | $5.02M | No quote | No quote |
| 134 | BPOP | POPULAR INC. | 0.02% | - | 110,730 | $3.77M | No quote | No quote |
| 135 | ASX | ADVANCED SEMICONDUCTOR E-ADR | 0.02% | - | 553,800 | $3.4M | $6.13 | No quote |
| 136 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | Add +3.3% | 69,800 | $2.82M | $40.39 | No quote |
| 137 | SXCLD | STEEL EXCEL INC | 0.01% | Reduce -2.1% | 67,212 | $1.71M | No quote | No quote |
| 138 | MUSA | MURPHY USA INC | 0.01% | Reduce -92.7% | 22,011 | $1.52M | $68.87 | No quote |
| 139 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | Reduce -1.3% | 76,100 | $556K | $7.31 | No quote |
| 140 | PIPR | PIPER JAFFRAY COS | 0.00% | Reduce -98.3% | 4,688 | $272K | $58.02 | No quote |
| 141 | USNZY | USINAS SIDERURG MINAS SP ADR | 0.00% | - | 13,782 | $26K | No quote | No quote |
| 150 | WDC | WESTERN DIGITAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 149 | URS | URS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 148 | UBS | UBS AG | - | Sold | 0 | $0 | No quote | No quote |
| 147 | RNR | RENAISSANCE RE HLDGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 146 | DGX | QUEST DIAGNOSTICS | - | Sold | 0 | $0 | No quote | No quote |
| 145 | LLY | LILLY ELI | - | Sold | 0 | $0 | No quote | No quote |
| 144 | GM | GENERAL MOTORS CO | - | Sold | 0 | $0 | No quote | No quote |
| 143 | GD | GENERAL DYNAMICS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 142 | FE | FIRSTENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |