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 93 of 160 rows. Rows without a quote are marked unavailable.
| 1 | HPQ | HEWLETT-PACKARD CO | 3.05% | Add +1.7% | 17,984,993 | $539.73M | $30.01 | No quote |
| 2 | C | CITIGROUP INC | 2.98% | Reduce -2.0% | 9,562,226 | $528.22M | $55.24 | No quote |
| 3 | AIG | AMERICAN INTERNATIONAL GROUP | 2.97% | Reduce -7.7% | 8,509,917 | $526.08M | $61.82 | No quote |
| 4 | BAC | BANK OF AMERICA CORP | 2.92% | Reduce -1.6% | 30,419,181 | $517.73M | $17.02 | No quote |
| 5 | MSFT | MICROSOFT CORP | 2.65% | Add +15.3% | 10,623,172 | $469.01M | $44.15 | No quote |
| 6 | ORCL | ORACLE CORP | 2.59% | Reduce -3.4% | 11,398,384 | $459.36M | $40.30 | No quote |
| 7 | BP | BP PLC - SPONS ADR | 2.56% | Reduce -4.7% | 11,369,511 | $454.33M | $39.96 | No quote |
| 8 | NWSA | NEWS CORP - CLASS A | 2.51% | Add +13.9% | 30,442,522 | $444.16M | $14.59 | No quote |
| 9 | CI | CIGNA CORP | 2.47% | Reduce -42.7% | 2,705,286 | $438.26M | $162.00 | No quote |
| 10 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.41% | Add +5.1% | 7,487,007 | $426.83M | No quote | No quote |
| 11 | PH | PARKER HANNIFIN CORPORATION | 2.33% | Reduce -3.0% | 3,550,288 | $413.01M | $116.33 | No quote |
| 12 | OMC | OMNICOM GROUP | 2.31% | Add +6.8% | 5,894,861 | $409.63M | $69.49 | No quote |
| 13 | MS | MORGAN STANLEY | 2.16% | Reduce -10.8% | 9,865,367 | $382.68M | $38.79 | No quote |
| 14 | JPM | JP MORGAN CHASE & CO | 2.10% | Reduce -4.9% | 5,479,983 | $371.32M | $67.76 | No quote |
| 15 | WMT | WAL-MART STORES | 2.07% | Add +288.4% | 5,180,794 | $367.47M | $70.93 | No quote |
| 16 | VOYA | VOYA FINANCIAL INC. | 2.01% | Reduce -5.7% | 7,673,842 | $356.6M | $46.47 | No quote |
| 17 | BAX | BAXTER INTERNATIONAL INC | 1.99% | Add +0.0% | 5,030,632 | $351.79M | $69.93 | No quote |
| 18 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.98% | Reduce -4.5% | 6,585,359 | $351.46M | $53.37 | No quote |
| 19 | XOM | EXXON MOBIL CORP | 1.97% | Add +0.6% | 4,195,152 | $349.04M | $83.20 | No quote |
| 20 | INTC | INTEL CORPORATION | 1.93% | Reduce -4.0% | 11,244,703 | $342.01M | $30.41 | No quote |
| 21 | SPLS | STAPLES INC | 1.92% | Reduce -3.0% | 22,188,292 | $339.7M | No quote | No quote |
| 22 | SWK | STANLEY BLACK & DECKER INC | 1.92% | Reduce -4.0% | 3,224,699 | $339.37M | $105.24 | No quote |
| 23 | MET | METLIFE INC | 1.89% | Reduce -2.6% | 5,995,550 | $335.69M | $55.99 | No quote |
| 24 | GS | GOLDMAN SACHS GROUP INC | 1.82% | Reduce -5.4% | 1,545,017 | $322.58M | $208.79 | No quote |
| 25 | ABT | ABBOTT LABORATORIES | 1.76% | Reduce -0.5% | 6,340,115 | $311.17M | $49.08 | No quote |
| 26 | PNC | PNC FINANCIAL SERVICES | 1.61% | Reduce -12.1% | 2,984,856 | $285.5M | $95.65 | No quote |
| 27 | UBS | UBS GROUP AG | 1.53% | Reduce -17.7% | 12,760,935 | $270.53M | $21.20 | No quote |
| 28 | IPG | INTERPUBLIC GROUP OF COS INC | 1.51% | Reduce -0.7% | 13,901,251 | $267.88M | No quote | No quote |
| 29 | F | FORD MOTOR COMPANY | 1.50% | Add +0.5% | 17,719,859 | $265.98M | $15.01 | No quote |
| 30 | BHI | BAKER HUGHES INC | 1.47% | Reduce -15.7% | 4,232,667 | $261.16M | No quote | No quote |
| 31 | BEN | FRANKLIN RESOURCES INC. | 1.47% | Add +9.6% | 5,306,059 | $260.16M | $49.03 | No quote |
| 32 | STT | STATE STREET CORP | 1.42% | Reduce -21.0% | 3,270,591 | $251.84M | $77.00 | No quote |
| 33 | AVT | AVNET INC | 1.40% | Add +0.9% | 6,035,442 | $248.12M | $41.11 | No quote |
| 34 | XL | XL GROUP PLC | 1.28% | Reduce -1.9% | 6,102,592 | $227.02M | No quote | No quote |
| 35 | MUR | MURPHY OIL CORP | 1.10% | Reduce -0.3% | 4,674,915 | $194.34M | $41.57 | No quote |
| 36 | WSH | WILLIS GROUP HOLDINGS LTD | 1.09% | Reduce -8.7% | 4,101,348 | $192.35M | No quote | No quote |
| 37 | RF | REGIONS FINL CORP | 1.00% | Add +39.8% | 17,063,917 | $176.78M | $10.36 | No quote |
| 38 | LAMR | LAMAR ADVERTISING CO -A | 0.86% | Reduce -2.3% | 2,652,136 | $152.45M | $57.48 | No quote |
| 39 | CMA | COMERICA INC | 0.86% | Reduce -5.4% | 2,957,942 | $151.8M | No quote | No quote |
| 40 | GLW | CORNING INC | 0.86% | Reduce -0.5% | 7,683,393 | $151.59M | $19.73 | No quote |
| 41 | PGR | PROGRESSIVE CORP | 0.71% | Reduce -0.7% | 4,533,665 | $126.17M | $27.83 | No quote |
| 42 | MAS | MASCO CORP | 0.71% | Reduce -19.4% | 4,721,623 | $125.93M | $26.67 | No quote |
| 43 | WFC | WELLS FARGO CO | 0.71% | Reduce -3.5% | 2,222,313 | $124.98M | $56.24 | No quote |
| 44 | ON | ON SEMICONDUCTOR CORP | 0.68% | Reduce -12.3% | 10,237,702 | $119.68M | $11.69 | No quote |
| 45 | JNJ | JOHNSON & JOHNSON | 0.65% | Add +0.0% | 1,174,169 | $114.44M | $97.46 | No quote |
| 46 | AET | AETNA INC | 0.59% | Reduce -4.9% | 824,734 | $105.12M | No quote | No quote |
| 47 | SPN | SUPERIOR ENERGY SERVICES INC | 0.56% | Add +6.2% | 4,733,009 | $99.58M | No quote | No quote |
| 48 | TEX | TEREX CORP | 0.52% | Add +8.3% | 3,996,888 | $92.93M | $23.25 | No quote |
| 49 | ACM | AECOM | 0.52% | Reduce -0.8% | 2,797,271 | $92.53M | $33.08 | No quote |
| 50 | EIX | EDISON INTERNATIONAL | 0.50% | Add +864.6% | 1,597,509 | $88.79M | No quote | No quote |
| 51 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.49% | Reduce -1.2% | 719,376 | $87.2M | $121.22 | No quote |
| 52 | CSCO | CISCO SYSTEMS INC | 0.47% | Add +0.5% | 3,031,377 | $83.24M | $27.46 | No quote |
| 53 | K | KELLOGG COMPANY | 0.46% | Reduce -22.8% | 1,296,130 | $81.27M | No quote | No quote |
| 54 | KEY | KEY CORP | 0.45% | Reduce -0.8% | 5,329,700 | $80.05M | $15.02 | No quote |
| 55 | NWS | NEWS CORP - CLASS B | 0.44% | Reduce -0.3% | 5,483,700 | $78.09M | $14.24 | No quote |
| 56 | FITB | FIFTH THIRD BANCORP | 0.41% | - | 3,493,200 | $72.73M | $20.82 | No quote |
| 57 | DAN | DANA HOLDING CORP | 0.41% | Add +0.3% | 3,529,729 | $72.64M | No quote | No quote |
| 58 | PFE | PFIZER INC | 0.41% | Add +0.0% | 2,159,818 | $72.42M | $33.53 | No quote |
| 59 | WBS | WEBSTER FINANCIAL CORP. | 0.39% | Add +6.0% | 1,754,838 | $69.4M | $39.55 | No quote |
| 60 | CFG | CITIZENS FINANCIAL GROUP | 0.39% | Add +0.1% | 2,501,841 | $68.33M | $27.31 | No quote |
| 61 | SNV | SYNOVUS FINANCIAL CORP | 0.38% | Add +1.6% | 2,200,121 | $67.81M | No quote | No quote |
| 62 | FLEX | FLEXTRONICS INTERNATIONAL LTD | 0.37% | Add +3.3% | 5,722,407 | $64.72M | $11.31 | No quote |
| 63 | IVZ | INVESCO LTD | 0.35% | Reduce -0.1% | 1,631,500 | $61.17M | $37.49 | No quote |
| 64 | DOV | DOVER CORP | 0.33% | New | 834,269 | $58.55M | $70.18 | No quote |
| 65 | GNW | GENWORTH FINANCIAL INC CL A | 0.33% | Add +18.5% | 7,717,118 | $58.42M | No quote | No quote |
| 66 | ETR | ENTERGY CORP | 0.32% | Reduce -35.4% | 796,411 | $56.15M | No quote | No quote |
| 67 | TEL | TE CONNECTIVITY LTD. | 0.32% | Reduce -9.1% | 872,578 | $56.11M | $64.30 | No quote |
| 68 | CVS | CVS HEALTH CORPORATION | 0.31% | Add +0.0% | 527,265 | $55.3M | $104.88 | No quote |
| 69 | ATU | ACTUANT CORP- A | 0.31% | Add +17.9% | 2,377,118 | $54.89M | No quote | No quote |
| 70 | TMK | TORCHMARK CORP | 0.30% | Add +30.4% | 912,243 | $53.11M | No quote | No quote |
| 71 | BDX | BECTON DICKINSON & CO | 0.30% | - | 373,824 | $52.95M | $141.65 | No quote |
| 72 | TECD | TECH DATA CORP | 0.28% | Add +7.1% | 874,442 | $50.33M | No quote | No quote |
| 73 | OC | OWENS CORNING | 0.27% | Reduce -27.6% | 1,169,813 | $48.26M | $41.25 | No quote |
| 74 | KBR | KBR INC | 0.26% | - | 2,394,550 | $46.65M | $19.48 | No quote |
| 75 | ROCK | GIBRALTAR INDUSTRIES INC | 0.25% | Add +18.5% | 2,189,654 | $44.6M | No quote | No quote |
| 76 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.25% | Add +0.6% | 676,228 | $44.43M | No quote | No quote |
| 77 | DOOR | MASONITE INTERNATIONAL CORP | 0.24% | Add +0.1% | 594,193 | $41.66M | No quote | No quote |
| 78 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.23% | - | 977,801 | $40.65M | $41.57 | No quote |
| 79 | VIV | TELEFONICA BRASIL - ADR | 0.22% | Add +49.9% | 2,853,465 | $39.75M | No quote | No quote |
| 80 | ARW | ARROW ELECTRONICS INC | 0.22% | Add +1.0% | 698,095 | $38.95M | $55.80 | No quote |
| 81 | ASB | ASSOCIATED BANC CORP | 0.22% | Add +0.7% | 1,912,475 | $38.77M | $20.27 | No quote |
| 82 | NSIT | INSIGHT ENTERPRISES INC | 0.21% | Reduce -6.3% | 1,237,026 | $37M | $29.91 | No quote |
| 83 | AIZ | ASSURANT INC | 0.21% | Add +9.0% | 552,001 | $36.98M | No quote | No quote |
| 84 | OMI | OWENS & MINOR INC | 0.21% | Add +0.9% | 1,087,551 | $36.98M | No quote | No quote |
| 85 | BRC | BRADY CORP CL A | 0.21% | Reduce -6.3% | 1,491,492 | $36.9M | $24.74 | No quote |
| 86 | BGC | GENERAL CABLE CORP DEL NE | 0.20% | Reduce -23.1% | 1,768,979 | $34.9M | $19.73 | No quote |
| 87 | TTEK | TETRA TECH INC | 0.19% | Add +0.8% | 1,344,254 | $34.47M | $25.64 | No quote |
| 88 | SFG | STANCORP FINANCIAL GROUP | 0.19% | Add +210.2% | 452,205 | $34.19M | No quote | No quote |
| 89 | VR | VALIDUS HOLDINGS LTD | 0.19% | Add +2.4% | 757,398 | $33.32M | No quote | No quote |
| 90 | FMBI | FIRST MIDWEST BANCORP INC | 0.19% | Add +0.7% | 1,733,198 | $32.88M | No quote | No quote |
| 91 | PRI | PRIMERICA INC | 0.19% | Add +0.4% | 718,963 | $32.85M | $45.69 | No quote |
| 92 | BBCN | BBCN BANCORP INC | 0.18% | Add +0.8% | 2,188,443 | $32.37M | No quote | No quote |
| 93 | APA | APACHE CORP | 0.18% | Reduce -13.1% | 547,150 | $31.53M | $57.63 | No quote |
| 94 | NPBC | NATIONAL PENN BANCSHARES INC | 0.17% | Add +0.9% | 2,733,386 | $30.83M | No quote | No quote |
| 95 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.17% | New | 1,156,963 | $29.69M | No quote | No quote |
| 96 | ESND | ESSENDANT INC | 0.17% | New | 745,104 | $29.25M | No quote | No quote |
| 97 | T | AT&T INC | 0.17% | New | 823,058 | $29.24M | $35.52 | No quote |
| 98 | TRS | TRIMAS CORP | 0.16% | Add +21.5% | 958,435 | $28.37M | $29.60 | No quote |
| 99 | DIOD | DIODES INC. | 0.16% | Add +0.8% | 1,140,007 | $27.49M | $24.11 | No quote |
| 100 | CMCO | COLUMBUS MCKINNON CORP | 0.15% | Add +0.6% | 1,072,577 | $26.81M | $25.00 | No quote |
| 101 | MATW | MATTHEWS INTL CORP - CL A | 0.15% | Add +0.8% | 503,945 | $26.78M | $53.14 | No quote |
| 102 | TCF | TCF FINANCIAL CORP | 0.15% | Reduce -13.9% | 1,591,518 | $26.44M | No quote | No quote |
| 103 | ARGO | ARGO GROUP INTERNATIONAL | 0.15% | Add +0.8% | 474,584 | $26.43M | No quote | No quote |
| 104 | SRI | STONERIDGE INC | 0.15% | Add +0.7% | 2,256,190 | $26.42M | No quote | No quote |
| 105 | CNW | CON-WAY INC | 0.15% | Add +0.7% | 679,364 | $26.07M | No quote | No quote |
| 106 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.14% | Add +29.9% | 532,742 | $25.52M | No quote | No quote |
| 107 | UPBD | RENT A CENTER INC | 0.14% | Add +1.2% | 889,444 | $25.22M | $28.35 | No quote |
| 108 | CUB | CUBIC CORP | 0.14% | Add +66.9% | 516,167 | $24.56M | No quote | No quote |
| 109 | PHH | PHH CORP | 0.14% | Add +0.8% | 929,448 | $24.19M | No quote | No quote |
| 110 | LLL | L-3 COMMUNICATIONS | 0.14% | Add +0.0% | 213,223 | $24.18M | No quote | No quote |
| 111 | LM | LEGG MASON INC | 0.13% | Add +0.1% | 459,054 | $23.66M | No quote | No quote |
| 112 | KSS | KOHLS CORP | 0.12% | Reduce -28.3% | 346,875 | $21.72M | No quote | No quote |
| 113 | JBL | JABIL CIRCUIT INC | 0.11% | Add +0.1% | 918,233 | $19.55M | $21.29 | No quote |
| 114 | SYA | SYMETRA FINANCIAL CORP | 0.10% | Reduce -12.9% | 755,300 | $18.26M | No quote | No quote |
| 115 | RDUS | SCHNITZER STEEL INDS INC - A | 0.10% | Reduce -0.1% | 1,044,251 | $18.24M | No quote | No quote |
| 116 | HPT | HOSPITALITY PROPERTIES TRUST | 0.10% | Add +0.1% | 587,397 | $16.93M | No quote | No quote |
| 117 | GTLS | CHART INDUSTRIES INC | 0.09% | New | 461,954 | $16.52M | No quote | No quote |
| 118 | COP | CONOCOPHILLIPS | 0.09% | Add +33.7% | 265,937 | $16.33M | $61.41 | No quote |
| 119 | TPC | TUTOR PERINI CORP | 0.09% | Add +1.1% | 755,354 | $16.3M | $21.58 | No quote |
| 120 | IM | INGRAM MICRO INC CL-A | 0.09% | Add +46.4% | 647,315 | $16.2M | No quote | No quote |
| 121 | RDC | ROWAN COMPANIES PLC - A | 0.09% | - | 730,525 | $15.42M | No quote | No quote |
| 122 | PG | PROCTER & GAMBLE COMPANY | 0.08% | Reduce -1.4% | 184,904 | $14.47M | $78.24 | No quote |
| 123 | MWW | MONSTER WORLDWIDE INC | 0.08% | - | 2,063,818 | $13.5M | No quote | No quote |
| 124 | RRX | REGAL BELOIT CORP | 0.08% | - | 185,400 | $13.46M | $72.59 | No quote |
| 125 | WSFS | WSFS FINANCIAL CORP | 0.08% | Add +202.7% | 490,826 | $13.42M | $27.35 | No quote |
| 126 | EPR | EPR PROPERTIES | 0.07% | - | 239,975 | $13.15M | No quote | No quote |
| 127 | PCG | PG&E CORP | 0.07% | New | 265,783 | $13.05M | $49.10 | No quote |
| 128 | EG | EVEREST RE GROUP LTD | 0.07% | Reduce -0.1% | 71,600 | $13.03M | $182.01 | No quote |
| 129 | CDW | CDW CORP | 0.06% | New | 322,409 | $11.05M | $34.28 | No quote |
| 130 | GFF | GRIFFON CORPORATION | 0.06% | Reduce -40.8% | 692,110 | $11.02M | $15.92 | No quote |
| 131 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.06% | - | 839,292 | $10.75M | $12.81 | No quote |
| 132 | EXC | EXELON CORP | 0.06% | - | 333,668 | $10.48M | No quote | No quote |
| 133 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.05% | - | 386,375 | $8.78M | $22.71 | No quote |
| 134 | WCG | WELLCARE HEALTH PLANS INC | 0.05% | Reduce -76.7% | 99,706 | $8.46M | No quote | No quote |
| 135 | ACE | ACE LTD | 0.04% | Add +61.6% | 76,171 | $7.75M | No quote | No quote |
| 136 | BPOP | POPULAR INC. | 0.04% | Add +122.6% | 246,480 | $7.11M | No quote | No quote |
| 137 | CTSH | COGNIZANT TECH SOLUTIONS - A | 0.04% | Add +30.8% | 111,341 | $6.8M | $61.09 | No quote |
| 138 | ALL | ALLSTATE CORP | 0.04% | Reduce -46.2% | 102,015 | $6.62M | $64.87 | No quote |
| 139 | IBN | ICICI BANK LTD - SPON ADR | 0.03% | - | 592,750 | $6.18M | $10.42 | No quote |
| 140 | G | GENPACT LTD | 0.03% | Add +3.7% | 280,200 | $5.98M | $21.33 | No quote |
| 141 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.03% | Reduce -5.8% | 762,459 | $5.8M | No quote | No quote |
| 142 | INFY | NFOSYS LTD - SP ADR | 0.02% | Add +100.0% | 243,756 | $3.86M | $15.85 | No quote |
| 143 | WIT | WIPRO LTD - ADR | 0.02% | - | 254,675 | $3.05M | $11.97 | No quote |
| 144 | KEG | KEY ENERGY SERVICES INC | 0.01% | Add +10.3% | 1,414,936 | $2.55M | No quote | No quote |
| 145 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | - | 46,325 | $1.72M | $37.06 | No quote |
| 146 | UVV | UNIVERSAL CORP | 0.01% | New | 29,036 | $1.66M | $57.31 | No quote |
| 147 | SXCLD | STEEL EXCEL INC | 0.01% | - | 67,212 | $1.4M | No quote | No quote |
| 148 | IWN | ISHARES RUSSELL 2000 VALUE | 0.01% | New | 13,210 | $1.35M | $101.97 | No quote |
| 149 | PBR | PETROLEO BRASILEIRO S.A. - ADR | 0.00% | - | 76,100 | $689K | $9.05 | No quote |
| 150 | MWA | MUELLER WATER PRODUCTS INC | 0.00% | Reduce -97.7% | 41,158 | $375K | No quote | No quote |
| 151 | USNZY | USINAS SIDERURG MINAS SP ADR | 0.00% | - | 37,407 | $51K | No quote | No quote |
| 160 | USTR | UNITED STATIONERS INC | - | Sold | 0 | $0 | No quote | No quote |
| 159 | TRW | TRW AUTOMOTIVE HOLDINGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 158 | PRE | PARTNERRE LTD | - | Sold | 0 | $0 | No quote | No quote |
| 157 | IGT | INTERNATIONAL GAME TECHNOLOGY | - | Sold | 0 | $0 | No quote | No quote |
| 156 | MLKN | HERMAN MILLER INC | - | Sold | 0 | $0 | No quote | No quote |
| 155 | OGZPY | GAZPROM OAO - SPON ADR | - | Sold | 0 | $0 | No quote | No quote |
| 154 | ASH | ASHLAND INC | - | Sold | 0 | $0 | No quote | No quote |
| 153 | AEL | AMERICAN EQUITY INVT LIFE | - | Sold | 0 | $0 | No quote | No quote |
| 152 | ASX | ADVANCED SEMICONDUCTOR E-ADR | - | Sold | 0 | $0 | No quote | No quote |