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 102 of 164 rows. Rows without a quote are marked unavailable.
| 1 | VOYA | VOYA FINANCIAL INC. | 3.11% | Reduce -18.5% | 13,917,354 | $545.84M | $39.22 | No quote |
| 2 | BAC | BANK OF AMERICA CORP | 2.96% | Reduce -16.5% | 23,479,533 | $518.9M | $22.10 | No quote |
| 3 | C | CITIGROUP INC | 2.88% | Reduce -6.2% | 8,509,400 | $505.71M | $59.43 | No quote |
| 4 | DOV | DOVER CORP | 2.40% | Reduce -2.9% | 5,628,493 | $421.74M | $74.93 | No quote |
| 5 | MS | MORGAN STANLEY | 2.40% | Reduce -12.1% | 9,972,762 | $421.35M | $42.25 | No quote |
| 6 | BEN | FRANKLIN RESOURCES INC. | 2.33% | Reduce -1.9% | 10,337,674 | $409.17M | $39.58 | No quote |
| 7 | OMC | OMNICOM GROUP | 2.33% | Add +6.5% | 4,793,791 | $408M | $85.11 | No quote |
| 8 | PH | PARKER HANNIFIN CORPORATION | 2.31% | Reduce -17.6% | 2,892,713 | $404.98M | $140.00 | No quote |
| 9 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.27% | Reduce -8.8% | 17,218,172 | $398.43M | $23.14 | No quote |
| 10 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.27% | Reduce -2.8% | 7,323,279 | $398.24M | No quote | No quote |
| 11 | ORCL | ORACLE CORP | 2.23% | Add +10.3% | 10,167,717 | $390.95M | $38.45 | No quote |
| 12 | AIG | AMERICAN INTERNATIONAL GROUP | 2.22% | Reduce -2.4% | 5,972,998 | $390.1M | $65.31 | No quote |
| 13 | JPM | JP MORGAN CHASE & CO | 2.14% | Reduce -11.9% | 4,358,837 | $376.12M | $86.29 | No quote |
| 14 | GS | GOLDMAN SACHS GROUP INC | 2.03% | Reduce -11.2% | 1,486,725 | $356M | $239.45 | No quote |
| 15 | XOM | EXXON MOBIL CORP | 1.97% | Reduce -0.5% | 3,832,620 | $345.93M | $90.26 | No quote |
| 16 | WMT | WAL-MART STORES | 1.95% | Reduce -5.0% | 4,955,044 | $342.49M | $69.12 | No quote |
| 17 | HLT | HILTON WORLDWIDE HOLDINGS IN | 1.91% | Add +25.9% | 12,342,393 | $335.71M | $27.20 | No quote |
| 18 | STX | SEAGATE TECHNOLOGY | 1.81% | Reduce -25.0% | 8,305,676 | $317.03M | $38.17 | No quote |
| 19 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.79% | Reduce -1.1% | 4,820,702 | $314.65M | $65.27 | No quote |
| 20 | CI | CIGNA CORP | 1.76% | Add +155.8% | 2,317,548 | $309.14M | $133.39 | No quote |
| 21 | RF | REGIONS FINL CORP | 1.75% | Reduce -22.0% | 21,420,718 | $307.6M | $14.36 | No quote |
| 22 | MET | METLIFE INC | 1.72% | Reduce -5.9% | 5,582,905 | $300.86M | $53.89 | No quote |
| 23 | INTC | INTEL CORPORATION | 1.71% | Reduce -3.6% | 8,250,579 | $299.25M | $36.27 | No quote |
| 24 | SPLS | STAPLES INC | 1.66% | Reduce -6.0% | 32,126,425 | $290.74M | No quote | No quote |
| 25 | NWSA | NEWS CORP - CLASS A | 1.64% | Reduce -0.1% | 25,095,941 | $287.6M | $11.46 | No quote |
| 26 | MUR | MURPHY OIL CORP | 1.53% | Reduce -9.9% | 8,610,715 | $268.05M | $31.13 | No quote |
| 27 | COF | CAPITAL ONE FINL CORP | 1.52% | Reduce -4.1% | 3,060,147 | $266.97M | $87.24 | No quote |
| 28 | CTSH | COGNIZANT TECH SOLUTIONS - A | 1.51% | Add +403.2% | 4,732,694 | $265.17M | $56.03 | No quote |
| 29 | IPG | INTERPUBLIC GROUP OF COS INC | 1.42% | Reduce -4.0% | 10,650,781 | $249.34M | No quote | No quote |
| 30 | AVT | AVNET INC | 1.39% | Add +11.4% | 5,108,761 | $243.23M | $47.61 | No quote |
| 31 | BP | BP PLC - SPONS ADR | 1.37% | Reduce -13.9% | 6,407,714 | $239.52M | $37.38 | No quote |
| 32 | STT | STATE STREET CORP | 1.26% | Reduce -3.9% | 2,846,759 | $221.25M | $77.72 | No quote |
| 33 | F | FORD MOTOR COMPANY | 1.22% | Add +1.2% | 17,628,162 | $213.83M | $12.13 | No quote |
| 34 | CVE | CENOVUS ENERGY INC. | 1.17% | Add +1.2% | 13,537,767 | $204.83M | $15.13 | No quote |
| 35 | SWK | STANLEY BLACK & DECKER INC | 1.16% | Reduce -1.7% | 1,780,877 | $204.25M | $114.69 | No quote |
| 36 | XL | XL GROUP LTD | 1.11% | Add +2.8% | 5,211,287 | $194.17M | No quote | No quote |
| 37 | ABT | ABBOTT LABORATORIES | 1.11% | Add +0.6% | 5,049,688 | $193.96M | $38.41 | No quote |
| 38 | TEX | TEREX CORP | 1.06% | Reduce -19.1% | 5,897,288 | $185.94M | $31.53 | No quote |
| 39 | HPQ | HP INC | 1.04% | Reduce -28.9% | 12,302,586 | $182.57M | $14.84 | No quote |
| 40 | UBS | UBS GROUP AG | 1.03% | Reduce -0.6% | 11,502,855 | $180.25M | $15.67 | No quote |
| 41 | ON | ON SEMICONDUCTOR CORP | 0.89% | Reduce -1.5% | 12,299,418 | $156.94M | $12.76 | No quote |
| 42 | WTW | WILLIS TOWERS WATSON PLC | 0.85% | Add +15.0% | 1,215,238 | $148.6M | $122.28 | No quote |
| 43 | CMA | COMERICA INC | 0.76% | Reduce -19.7% | 1,968,216 | $134.06M | No quote | No quote |
| 44 | HAL | HALLIBURTON CO | 0.75% | Reduce -21.8% | 2,443,645 | $132.18M | $54.09 | No quote |
| 45 | KEY | KEY CORP | 0.73% | Reduce -6.1% | 7,030,618 | $128.45M | $18.27 | No quote |
| 46 | EIX | EDISON INTERNATIONAL | 0.73% | Add +12.8% | 1,780,123 | $128.15M | No quote | No quote |
| 47 | COP | CONOCOPHILLIPS | 0.72% | Reduce -6.0% | 2,518,846 | $126.3M | $50.14 | No quote |
| 48 | LAMR | LAMAR ADVERTISING CO -A | 0.68% | Reduce -0.7% | 1,766,343 | $118.77M | $67.24 | No quote |
| 49 | JNJ | JOHNSON & JOHNSON | 0.66% | Reduce -0.3% | 998,964 | $115.09M | $115.21 | No quote |
| 50 | ALL | ALLSTATE CORP | 0.62% | Add +24.8% | 1,468,059 | $108.81M | $74.12 | No quote |
| 51 | WBS | WEBSTER FINANCIAL CORP. | 0.59% | Reduce -2.0% | 1,894,371 | $102.83M | $54.28 | No quote |
| 52 | MSFT | MICROSOFT CORP | 0.58% | Reduce -42.2% | 1,623,878 | $100.91M | $62.14 | No quote |
| 53 | FITB | FIFTH THIRD BANCORP | 0.55% | Reduce -7.2% | 3,597,025 | $97.01M | $26.97 | No quote |
| 54 | FLEX | FLEX LTD | 0.51% | Reduce -3.7% | 6,164,462 | $88.58M | $14.37 | No quote |
| 55 | DAN | DANA INC | 0.48% | Reduce -3.7% | 4,401,756 | $83.55M | No quote | No quote |
| 56 | CSCO | CISCO SYSTEMS INC | 0.47% | Reduce -3.0% | 2,749,349 | $83.09M | $30.22 | No quote |
| 57 | ACM | AECOM | 0.46% | Reduce -20.2% | 2,228,974 | $81.05M | $36.36 | No quote |
| 58 | KBR | KBR INC | 0.46% | Add +1.2% | 4,830,357 | $80.62M | $16.69 | No quote |
| 59 | ATU | ACTUANT CORP- A | 0.45% | Add +2.2% | 3,011,869 | $78.16M | No quote | No quote |
| 60 | IVZ | INVESCO LTD | 0.44% | Add +0.1% | 2,524,961 | $76.61M | $30.34 | No quote |
| 61 | MRK | MERCK & CO INC | 0.42% | Reduce -10.5% | 1,260,853 | $74.23M | $58.87 | No quote |
| 62 | PFE | PFIZER INC | 0.41% | Reduce -4.8% | 2,217,509 | $72.03M | $32.48 | No quote |
| 63 | K | KELLOGG COMPANY | 0.41% | Add +0.0% | 970,980 | $71.57M | No quote | No quote |
| 64 | SPN | SUPERIOR ENERGY SERVICES INC | 0.38% | Reduce -0.7% | 3,988,801 | $67.33M | No quote | No quote |
| 65 | SNV | SYNOVUS FINANCIAL CORP | 0.37% | Add +2.8% | 1,600,658 | $65.76M | No quote | No quote |
| 66 | DOOR | MASONITE INTERNATIONAL CORP | 0.37% | Add +37.5% | 992,198 | $65.29M | No quote | No quote |
| 67 | ENH | ENDURANCE SPECIALTY HOLDINGS | 0.36% | Reduce -16.4% | 682,748 | $63.09M | No quote | No quote |
| 68 | CFG | CITIZENS FINANCIAL GROUP | 0.36% | Reduce -15.6% | 1,766,071 | $62.93M | $35.63 | No quote |
| 69 | ASB | ASSOCIATED BANC CORP | 0.34% | Reduce -0.2% | 2,424,324 | $59.88M | $24.70 | No quote |
| 70 | G | GENPACT LTD | 0.34% | Reduce -0.4% | 2,423,628 | $58.99M | $24.34 | No quote |
| 71 | ETR | ENTERGY CORP | 0.33% | Add +0.0% | 797,942 | $58.63M | No quote | No quote |
| 72 | TEL | TE CONNECTIVITY LTD. | 0.33% | Reduce -4.0% | 840,873 | $58.26M | $69.28 | No quote |
| 73 | SCSC | SCANSOURCE INC | 0.32% | Add +29.8% | 1,397,801 | $56.4M | $40.35 | No quote |
| 74 | BHI | BAKER HUGHES INC | 0.32% | Reduce -37.6% | 864,510 | $56.17M | No quote | No quote |
| 75 | WFC | WELLS FARGO CO | 0.32% | - | 1,017,204 | $56.06M | $55.11 | No quote |
| 76 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.32% | Add +47.5% | 1,015,230 | $55.84M | No quote | No quote |
| 77 | AEL | AMERICAN EQUITY INVT LIFE | 0.32% | Reduce -3.3% | 2,455,566 | $55.35M | No quote | No quote |
| 78 | GTLS | CHART INDUSTRIES INC | 0.30% | Reduce -4.3% | 1,478,059 | $53.24M | No quote | No quote |
| 79 | HOPE | HOPE BANCORP INC | 0.29% | Add +0.7% | 2,327,221 | $50.94M | No quote | No quote |
| 80 | NSIT | INSIGHT ENTERPRISES INC | 0.28% | Add +0.9% | 1,233,588 | $49.89M | $40.44 | No quote |
| 81 | QCOM | QUALCOMM INC | 0.28% | Reduce -15.8% | 743,731 | $48.49M | $65.20 | No quote |
| 82 | ESND | ESSENDANT INC | 0.28% | Add +92.4% | 2,315,633 | $48.4M | No quote | No quote |
| 83 | AXE | ANIXTER INTERNATIONAL INC | 0.28% | Reduce -8.8% | 596,079 | $48.31M | No quote | No quote |
| 84 | PNC | PNC FINANCIAL SERVICES | 0.27% | Reduce -17.3% | 405,338 | $47.41M | $116.96 | No quote |
| 85 | TRS | TRIMAS CORP | 0.27% | Add +45.9% | 2,007,891 | $47.19M | $23.50 | No quote |
| 86 | OMI | OWENS & MINOR INC | 0.27% | Add +41.1% | 1,329,333 | $46.91M | No quote | No quote |
| 87 | VIV | TELEFONICA BRASIL - ADR | 0.26% | Reduce -16.5% | 3,428,241 | $45.87M | No quote | No quote |
| 88 | CUB | CUBIC CORP | 0.26% | Add +8.3% | 941,085 | $45.13M | No quote | No quote |
| 89 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.25% | Add +6.3% | 2,096,324 | $43.39M | No quote | No quote |
| 90 | CVS | CVS HEALTH CORPORATION | 0.24% | Add +0.7% | 533,748 | $42.12M | $78.91 | No quote |
| 91 | UVV | UNIVERSAL CORP | 0.22% | Add +26.8% | 615,774 | $39.26M | $63.75 | No quote |
| 92 | GLW | CORNING INC | 0.22% | Reduce -8.7% | 1,604,146 | $38.93M | $24.27 | No quote |
| 93 | VR | VALIDUS HOLDINGS LTD | 0.22% | Reduce -0.8% | 695,893 | $38.28M | No quote | No quote |
| 94 | ARGO | ARGO GROUP INTERNATIONAL | 0.22% | Add +9.7% | 576,502 | $37.99M | No quote | No quote |
| 95 | TMK | TORCHMARK CORP | 0.22% | Reduce -1.0% | 513,733 | $37.89M | No quote | No quote |
| 96 | T | AT&T INC | 0.20% | Add +0.0% | 824,065 | $35.05M | $42.53 | No quote |
| 97 | CMCO | COLUMBUS MCKINNON CORP | 0.19% | Reduce -21.0% | 1,219,655 | $32.98M | $27.04 | No quote |
| 98 | FMBI | FIRST MIDWEST BANCORP INC | 0.19% | Reduce -22.2% | 1,301,748 | $32.84M | No quote | No quote |
| 99 | DIOD | DIODES INC. | 0.18% | Reduce -20.4% | 1,260,067 | $32.35M | $25.67 | No quote |
| 100 | FTI | FMC TECHNOLOGIES INC | 0.18% | Reduce -0.2% | 908,825 | $32.29M | $35.53 | No quote |
| 101 | BGC | GENERAL CABLE CORP DEL NE | 0.18% | Reduce -1.0% | 1,692,150 | $32.24M | $19.05 | No quote |
| 102 | TCF | TCF FINANCIAL CORP | 0.18% | Add +3.0% | 1,625,904 | $31.85M | No quote | No quote |
| 103 | SRI | STONERIDGE INC | 0.16% | Add +5.8% | 1,545,651 | $27.34M | No quote | No quote |
| 104 | WSFS | WSFS FINANCIAL CORP | 0.15% | Reduce -0.6% | 586,487 | $27.18M | $46.35 | No quote |
| 105 | GNW | GENWORTH FINANCIAL INC CL A | 0.15% | Add +0.8% | 6,976,943 | $26.58M | No quote | No quote |
| 106 | MCK | MCKESSON CORPORATION | 0.15% | New | 186,289 | $26.16M | $140.45 | No quote |
| 107 | LLL | L-3 COMMUNICATIONS | 0.15% | - | 168,400 | $25.62M | No quote | No quote |
| 108 | ARW | ARROW ELECTRONICS INC | 0.12% | - | 304,670 | $21.72M | $71.30 | No quote |
| 109 | EG | EVEREST RE GROUP LTD | 0.11% | Add +1.0% | 92,660 | $20.05M | $216.40 | No quote |
| 110 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.11% | Reduce -1.2% | 3,935,427 | $19.99M | No quote | No quote |
| 111 | UPBD | RENT A CENTER INC | 0.11% | Reduce -4.8% | 1,738,738 | $19.56M | $11.25 | No quote |
| 112 | AET | AETNA INC | 0.11% | - | 155,248 | $19.25M | No quote | No quote |
| 113 | LM | LEGG MASON INC | 0.11% | - | 639,775 | $19.14M | No quote | No quote |
| 114 | PCG | PG&E CORP | 0.11% | Reduce -0.0% | 312,690 | $19M | $60.77 | No quote |
| 115 | RDC | ROWAN COMPANIES PLC - A | 0.11% | - | 996,725 | $18.83M | No quote | No quote |
| 116 | HPT | HOSPITALITY PROPERTIES TRUST | 0.11% | Reduce -0.4% | 585,290 | $18.58M | No quote | No quote |
| 117 | PGR | PROGRESSIVE CORP | 0.10% | - | 496,260 | $17.62M | $35.50 | No quote |
| 118 | KSS | KOHLS CORP | 0.10% | - | 351,299 | $17.35M | No quote | No quote |
| 119 | EXC | EXELON CORP | 0.10% | Reduce -0.7% | 483,693 | $17.17M | No quote | No quote |
| 120 | JBL | JABIL CIRCUIT INC | 0.10% | - | 712,955 | $16.88M | $23.67 | No quote |
| 121 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.09% | Add +7.0% | 549,525 | $15.8M | $28.75 | No quote |
| 122 | PG | PROCTER & GAMBLE COMPANY | 0.09% | Add +0.6% | 180,184 | $15.15M | $84.08 | No quote |
| 123 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | - | 314,390 | $14.98M | $47.65 | No quote |
| 124 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 0.09% | Add +163.9% | 1,000,737 | $14.96M | No quote | No quote |
| 125 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.07% | Add +21.8% | 1,031,212 | $11.89M | $11.53 | No quote |
| 126 | CB | CHUBB LTD | 0.06% | Reduce -1.9% | 81,854 | $10.82M | $132.13 | No quote |
| 127 | OC | OWENS CORNING | 0.06% | - | 203,330 | $10.48M | $51.56 | No quote |
| 128 | VRTU | VIRTUSA CORP | 0.06% | New | 407,831 | $10.25M | No quote | No quote |
| 129 | BAX | BAXTER INTERNATIONAL INC | 0.06% | Reduce -78.7% | 225,790 | $10.01M | $44.34 | No quote |
| 130 | NWS | NEWS CORP - CLASS B | 0.06% | Reduce -7.1% | 825,807 | $9.75M | $11.80 | No quote |
| 131 | KKR | KKR & CO LP | 0.05% | Reduce -3.3% | 592,343 | $9.12M | $15.39 | No quote |
| 132 | CDW | CDW CORP | 0.05% | Add +9.9% | 160,561 | $8.36M | $52.09 | No quote |
| 133 | AIZ | ASSURANT INC | 0.04% | - | 80,124 | $7.44M | No quote | No quote |
| 134 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.04% | Reduce -4.1% | 333,800 | $6.46M | $19.36 | No quote |
| 135 | BPOP | POPULAR INC. | 0.03% | Reduce -7.0% | 106,425 | $4.66M | No quote | No quote |
| 136 | TTEK | TETRA TECH INC | 0.02% | Reduce -85.4% | 86,524 | $3.73M | $43.16 | No quote |
| 137 | PKX | POSCO - ADR | 0.02% | Add +234.3% | 63,175 | $3.32M | No quote | No quote |
| 138 | PGEM | PLY GEM HOLDINGS INC | 0.02% | New | 179,737 | $2.92M | No quote | No quote |
| 139 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.01% | Add +79.4% | 60,275 | $2.27M | $37.64 | No quote |
| 140 | RDUS | SCHNITZER STEEL INDS INC - A | 0.01% | Reduce -93.1% | 71,355 | $1.83M | No quote | No quote |
| 141 | INFY | INFOSYS LTD - SP ADR | 0.01% | - | 114,700 | $1.7M | $14.83 | No quote |
| 142 | AAN | AARONS INC | 0.01% | New | 50,025 | $1.6M | No quote | No quote |
| 143 | BBT | BB&T CORP | 0.01% | Reduce -93.4% | 31,428 | $1.48M | No quote | No quote |
| 144 | LUKOY | LUKOIL PJSC - SPON ADR | 0.01% | New | 16,350 | $918K | No quote | No quote |
| 145 | ROCK | GIBRALTAR INDUSTRIES INC | 0.00% | Reduce -98.2% | 10,240 | $426K | No quote | No quote |
| 146 | RNR | RENAISSANCE RE HLDGS LTD | 0.00% | - | 2,530 | $345K | $136.36 | No quote |
| 147 | DOX | AMDOCS LTD | 0.00% | New | 5,651 | $329K | $58.22 | No quote |
| 148 | PINC | PREMIER INC CLASS A | 0.00% | New | 10,483 | $318K | No quote | No quote |
| 149 | DG | DOLLAR GENERAL CORP | 0.00% | Add +4.5% | 4,261 | $316K | $74.16 | No quote |
| 150 | MDT | MEDTRONIC PLC | 0.00% | New | 4,287 | $305K | $71.15 | No quote |
| 151 | LH | LABORATORY CORP OF AMERICA HOLDINGS | 0.00% | Add +6.5% | 2,327 | $299K | $128.49 | No quote |
| 152 | VAR | VARIAN MEDICAL SYSTEMS INC | 0.00% | Reduce -4.6% | 2,860 | $257K | No quote | No quote |
| 153 | COR | AMERISOURCEBERGEN CORP | 0.00% | New | 2,852 | $223K | No quote | No quote |
| 154 | ABBV | ABBVIE INC | 0.00% | New | 3,476 | $218K | $62.72 | No quote |
| 155 | DVA | DAVITA HEALTHCARE PARTNERS INC | 0.00% | New | 3,327 | $214K | $64.32 | No quote |
| 156 | PDCO | PATTERSON COS INC | 0.00% | New | 5,082 | $209K | No quote | No quote |
| 157 | AMGN | AMGEN INC | 0.00% | Add +14.7% | 1,372 | $201K | $146.50 | No quote |
| 164 | PBR | PETROLEO BRASILEIRO S.A. - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 163 | MSM | MSC INDUSTRIAL DIRECT CO-A | - | Sold | 0 | $0 | No quote | No quote |
| 162 | ESRX | EXPRESS SCRIPTS HOLDING CO | - | Sold | 0 | $0 | No quote | No quote |
| 161 | CFFN | CAPITOL FEDERAL FINANCIAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 160 | BIIB | BIOGEN INC | - | Sold | 0 | $0 | No quote | No quote |
| 159 | APA | APACHE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 158 | NLY | ANNALY CAPITAL MANAGMENT INC | - | Sold | 0 | $0 | No quote | No quote |