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 98 of 160 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 3.06% | Reduce -0.3% | 8,366,402 | $559.55M | $66.88 | No quote |
| 2 | ORCL | ORACLE CORP | 2.76% | Add +0.2% | 10,065,272 | $504.67M | $50.14 | No quote |
| 3 | BAC | BANK OF AMERICA CORP | 2.72% | Reduce -4.2% | 20,490,554 | $497.1M | $24.26 | No quote |
| 4 | OMC | OMNICOM GROUP | 2.71% | Add +21.3% | 5,978,986 | $495.66M | $82.90 | No quote |
| 5 | MYL | MYLAN NV | 2.62% | Add +69.9% | 12,339,687 | $479.03M | No quote | No quote |
| 6 | VOYA | VOYA FINANCIAL INC. | 2.59% | Add +0.2% | 12,825,081 | $473.12M | $36.89 | No quote |
| 7 | CTSH | COGNIZANT TECH SOLUTIONS - A | 2.55% | Add +4.4% | 7,010,880 | $465.52M | $66.40 | No quote |
| 8 | BEN | FRANKLIN RESOURCES INC. | 2.54% | Add +2.4% | 10,348,419 | $463.51M | $44.79 | No quote |
| 9 | DOV | DOVER CORP | 2.46% | Add +0.3% | 5,599,307 | $449.18M | $80.22 | No quote |
| 10 | XOM | EXXON MOBIL CORP | 2.31% | Add +0.6% | 5,216,886 | $421.16M | $80.73 | No quote |
| 11 | MS | MORGAN STANLEY | 2.22% | Reduce -1.2% | 9,104,754 | $405.71M | $44.56 | No quote |
| 12 | AIG | AMERICAN INTERNATIONAL GROUP | 2.21% | Add +1.1% | 6,460,619 | $403.92M | $62.52 | No quote |
| 13 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.20% | Add +1.1% | 7,543,786 | $401.25M | No quote | No quote |
| 14 | WMT | WAL-MART STORES | 2.13% | Add +0.4% | 5,134,336 | $388.57M | $75.68 | No quote |
| 15 | JPM | JP MORGAN CHASE & CO | 2.08% | Reduce -0.4% | 4,154,377 | $379.71M | $91.40 | No quote |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.01% | Add +27.7% | 22,129,234 | $367.12M | $16.59 | No quote |
| 17 | MCK | MCKESSON CORPORATION | 1.89% | Add +1.0% | 2,097,855 | $345.18M | $164.54 | No quote |
| 18 | COF | CAPITAL ONE FINL CORP | 1.83% | Add +28.1% | 4,041,646 | $333.92M | $82.62 | No quote |
| 19 | NWSA | NEWS CORP - CLASS A | 1.74% | Reduce -4.8% | 23,190,514 | $317.71M | $13.70 | No quote |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.72% | Reduce -0.3% | 1,414,300 | $313.83M | $221.90 | No quote |
| 21 | MET | METLIFE INC | 1.65% | Add +0.1% | 5,482,597 | $301.21M | $54.94 | No quote |
| 22 | CI | CIGNA CORP | 1.63% | Reduce -21.0% | 1,783,177 | $298.49M | $167.39 | No quote |
| 23 | SPLS | STAPLES INC | 1.63% | Reduce -5.1% | 29,636,356 | $298.44M | No quote | No quote |
| 24 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.62% | Reduce -3.3% | 4,582,706 | $296.32M | $64.66 | No quote |
| 25 | AVT | AVNET INC | 1.61% | Add +39.1% | 7,583,434 | $294.84M | $38.88 | No quote |
| 26 | RF | REGIONS FINL CORP | 1.60% | Reduce -0.2% | 19,918,612 | $291.61M | $14.64 | No quote |
| 27 | INTC | INTEL CORPORATION | 1.57% | Add +1.1% | 8,490,243 | $286.46M | $33.74 | No quote |
| 28 | F | FORD MOTOR COMPANY | 1.46% | Add +38.4% | 23,812,718 | $266.46M | $11.19 | No quote |
| 29 | HLT | HILTON WORLDWIDE HOLDINGS INC | 1.41% | Reduce -2.4% | 4,152,880 | $256.86M | $61.85 | No quote |
| 30 | STT | STATE STREET CORP | 1.38% | Reduce -0.7% | 2,813,464 | $252.45M | $89.73 | No quote |
| 31 | MUR | MURPHY OIL CORP | 1.33% | Add +4.3% | 9,510,782 | $243.76M | $25.63 | No quote |
| 32 | XL | XL GROUP LTD | 1.25% | Add +1.7% | 5,197,849 | $227.67M | No quote | No quote |
| 33 | IPG | INTERPUBLIC GROUP OF COS INC | 1.20% | Reduce -2.4% | 8,940,925 | $219.95M | No quote | No quote |
| 34 | BP | BP PLC - SPONS ADR | 1.17% | Reduce -0.5% | 6,190,476 | $214.5M | $34.65 | No quote |
| 35 | PH | PARKER HANNIFIN CORPORATION | 1.12% | Reduce -24.6% | 1,283,268 | $205.09M | $159.82 | No quote |
| 36 | TEX | TEREX CORP | 1.06% | Reduce -9.8% | 5,181,944 | $194.32M | $37.50 | No quote |
| 37 | WTW | WILLIS TOWERS WATSON PLC | 1.06% | Add +7.3% | 1,329,037 | $193.32M | $145.46 | No quote |
| 38 | UBS | UBS GROUP AG | 1.03% | Reduce -0.5% | 11,120,923 | $188.83M | $16.98 | No quote |
| 39 | ESRX | EXPRESS SCRIPTS HOLDING CO | 0.99% | New | 2,838,878 | $181.23M | No quote | No quote |
| 40 | SWK | STANLEY BLACK & DECKER INC | 0.95% | Reduce -27.9% | 1,235,586 | $173.88M | $140.73 | No quote |
| 41 | CVE | CENOVUS ENERGY INC. | 0.89% | Add +16.0% | 22,078,963 | $162.72M | $7.37 | No quote |
| 42 | EIX | EDISON INTERNATIONAL | 0.76% | Reduce -0.3% | 1,784,386 | $139.52M | No quote | No quote |
| 43 | KEY | KEY CORP | 0.70% | Reduce -0.6% | 6,869,516 | $128.74M | $18.74 | No quote |
| 44 | ALL | ALLSTATE CORP | 0.70% | Reduce -0.9% | 1,450,578 | $128.29M | $88.44 | No quote |
| 45 | ON | ON SEMICONDUCTOR CORP | 0.69% | Reduce -19.6% | 8,920,698 | $125.25M | $14.04 | No quote |
| 46 | STX | SEAGATE TECHNOLOGY | 0.67% | Reduce -8.6% | 3,146,522 | $121.93M | $38.75 | No quote |
| 47 | LAMR | LAMAR ADVERTISING CO -A | 0.64% | Reduce -9.2% | 1,592,425 | $117.16M | $73.57 | No quote |
| 48 | ABT | ABBOTT LABORATORIES | 0.61% | Reduce -21.3% | 2,298,718 | $111.74M | $48.61 | No quote |
| 49 | COP | CONOCOPHILLIPS | 0.60% | Reduce -0.1% | 2,501,175 | $109.95M | $43.96 | No quote |
| 50 | HPQ | HP INC | 0.59% | Reduce -2.4% | 6,112,050 | $106.84M | $17.48 | No quote |
| 51 | JELD | JELD-WEN HOLDING INC | 0.56% | Add +26.2% | 3,163,282 | $102.68M | $32.46 | No quote |
| 52 | JNJ | JOHNSON & JOHNSON | 0.53% | Reduce -19.3% | 737,844 | $97.61M | $132.29 | No quote |
| 53 | MSFT | MICROSOFT CORP | 0.51% | Reduce -2.3% | 1,346,933 | $92.84M | $68.93 | No quote |
| 54 | IVZ | INVESCO LTD | 0.48% | Add +0.0% | 2,512,726 | $88.42M | $35.19 | No quote |
| 55 | WFC | WELLS FARGO CO | 0.46% | Add +47.8% | 1,503,167 | $83.29M | $55.41 | No quote |
| 56 | CAH | CARDINAL HEALTH INC | 0.45% | Reduce -0.1% | 1,058,804 | $82.5M | $77.92 | No quote |
| 57 | FITB | FIFTH THIRD BANCORP | 0.45% | Reduce -11.8% | 3,168,331 | $82.25M | $25.96 | No quote |
| 58 | ATU | ACTUANT CORP- A | 0.45% | Add +0.3% | 3,311,551 | $81.46M | No quote | No quote |
| 59 | WBS | WEBSTER FINANCIAL CORP. | 0.43% | Reduce -9.0% | 1,513,122 | $79.02M | $52.22 | No quote |
| 60 | CSCO | CISCO SYSTEMS INC | 0.43% | Reduce -0.0% | 2,506,781 | $78.46M | $31.30 | No quote |
| 61 | PFE | PFIZER INC | 0.43% | Add +5.2% | 2,332,274 | $78.34M | $33.59 | No quote |
| 62 | BIDU | BAIDU INC - SPON ADR | 0.42% | Add +1.6% | 431,862 | $77.24M | $178.86 | No quote |
| 63 | AGR | AVANGRID INC | 0.42% | Reduce -0.0% | 1,720,464 | $75.96M | No quote | No quote |
| 64 | G | GENPACT LTD | 0.41% | Add +1.5% | 2,670,064 | $74.31M | $27.83 | No quote |
| 65 | FLEX | FLEX LTD | 0.41% | Reduce -20.4% | 4,552,258 | $74.25M | $16.31 | No quote |
| 66 | KBR | KBR INC | 0.40% | Reduce -3.5% | 4,769,262 | $72.59M | $15.22 | No quote |
| 67 | ACM | AECOM | 0.39% | Add +0.1% | 2,227,578 | $72.02M | $32.33 | No quote |
| 68 | K | KELLOGG COMPANY | 0.37% | - | 970,849 | $67.44M | No quote | No quote |
| 69 | DAN | DANA INC | 0.37% | Reduce -4.6% | 3,017,256 | $67.38M | No quote | No quote |
| 70 | AEL | AMERICAN EQUITY INVT LIFE | 0.35% | Add +0.4% | 2,437,159 | $64.05M | No quote | No quote |
| 71 | ASB | ASSOCIATED BANC CORP | 0.33% | Reduce -0.6% | 2,365,210 | $59.6M | $25.20 | No quote |
| 72 | DOOR | MASONITE INTERNATIONAL CORP | 0.33% | Reduce -13.5% | 786,818 | $59.41M | No quote | No quote |
| 73 | TEL | TE CONNECTIVITY LTD. | 0.31% | Reduce -0.2% | 729,498 | $57.4M | $78.68 | No quote |
| 74 | CMA | COMERICA INC | 0.31% | Reduce -33.4% | 774,101 | $56.7M | No quote | No quote |
| 75 | CVS | CVS HEALTH CORPORATION | 0.31% | Add +31.1% | 700,074 | $56.33M | $80.46 | No quote |
| 76 | TRS | TRIMAS CORP | 0.31% | Reduce -0.7% | 2,689,007 | $56.07M | $20.85 | No quote |
| 77 | CFG | CITIZENS FINANCIAL GROUP | 0.30% | Reduce -11.6% | 1,560,442 | $55.68M | $35.68 | No quote |
| 78 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.30% | Add +4.8% | 1,094,283 | $54.55M | No quote | No quote |
| 79 | MRK | MERCK & CO INC | 0.29% | Reduce -0.2% | 824,940 | $52.87M | $64.09 | No quote |
| 80 | SNV | SYNOVUS FINANCIAL CORP | 0.29% | Reduce -12.9% | 1,178,496 | $52.14M | No quote | No quote |
| 81 | VIV | TELEFONICA BRASIL - ADR | 0.28% | Add +7.0% | 3,844,520 | $51.86M | No quote | No quote |
| 82 | ESND | ESSENDANT INC | 0.28% | Add +1.7% | 3,492,271 | $51.79M | No quote | No quote |
| 83 | SCSC | SCANSOURCE INC | 0.28% | Reduce -0.5% | 1,275,903 | $51.42M | $40.30 | No quote |
| 84 | OMI | OWENS & MINOR INC | 0.28% | Reduce -0.8% | 1,567,412 | $50.46M | No quote | No quote |
| 85 | GTLS | CHART INDUSTRIES INC | 0.25% | Reduce -0.9% | 1,315,403 | $45.68M | No quote | No quote |
| 86 | GLW | CORNING INC | 0.24% | Reduce -1.7% | 1,456,133 | $43.76M | $30.05 | No quote |
| 87 | PAY | VERIFONE SYSTEMS INC | 0.24% | Reduce -0.7% | 2,408,238 | $43.59M | No quote | No quote |
| 88 | HOPE | HOPE BANCORP INC | 0.23% | Reduce -0.4% | 2,285,505 | $42.63M | No quote | No quote |
| 89 | CUB | CUBIC CORP | 0.23% | Reduce -0.5% | 914,129 | $42.32M | No quote | No quote |
| 90 | SPN | SUPERIOR ENERGY SERVICES INC | 0.23% | Add +1.2% | 3,998,348 | $41.7M | No quote | No quote |
| 91 | QCOM | QUALCOMM INC | 0.22% | - | 743,776 | $41.07M | $55.22 | No quote |
| 92 | AXE | ANIXTER INTERNATIONAL INC | 0.20% | Reduce -0.5% | 468,465 | $36.63M | No quote | No quote |
| 93 | TMK | TORCHMARK CORP | 0.20% | Reduce -0.5% | 477,661 | $36.54M | No quote | No quote |
| 94 | VR | VALIDUS HOLDINGS LTD | 0.20% | Reduce -0.9% | 689,124 | $35.81M | No quote | No quote |
| 95 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.19% | Reduce -0.5% | 2,069,718 | $35M | No quote | No quote |
| 96 | ARGO | ARGO GROUP INTERNATIONAL | 0.19% | Reduce -0.4% | 572,635 | $34.7M | No quote | No quote |
| 97 | FTI | TECHNIPFMC PLC | 0.19% | Reduce -1.3% | 1,271,841 | $34.59M | $27.20 | No quote |
| 98 | NSIT | INSIGHT ENTERPRISES INC | 0.18% | Reduce -5.9% | 832,926 | $33.31M | $39.99 | No quote |
| 99 | HAL | HALLIBURTON CO | 0.18% | Reduce -1.3% | 752,886 | $32.16M | $42.71 | No quote |
| 100 | BHI | BAKER HUGHES INC | 0.17% | - | 580,451 | $31.64M | No quote | No quote |
| 101 | T | AT&T INC | 0.17% | Add +0.0% | 824,085 | $31.09M | $37.73 | No quote |
| 102 | FMBI | FIRST MIDWEST BANCORP INC | 0.16% | Reduce -0.4% | 1,278,104 | $29.79M | No quote | No quote |
| 103 | ETR | ENTERGY CORP | 0.16% | Reduce -0.5% | 370,134 | $28.42M | No quote | No quote |
| 104 | ROCK | GIBRALTAR INDUSTRIES INC | 0.15% | New | 793,663 | $28.29M | No quote | No quote |
| 105 | LLL | L3 TECHNOLOGIES, INC. | 0.15% | Reduce -0.3% | 168,036 | $28.08M | No quote | No quote |
| 106 | BGC | GENERAL CABLE CORP DEL NE | 0.15% | Reduce -0.9% | 1,710,959 | $27.97M | $16.35 | No quote |
| 107 | TCF | TCF FINANCIAL CORP | 0.15% | Add +1.9% | 1,670,379 | $26.63M | No quote | No quote |
| 108 | LM | LEGG MASON INC | 0.13% | - | 639,775 | $24.41M | No quote | No quote |
| 109 | ARW | ARROW ELECTRONICS INC | 0.13% | - | 304,670 | $23.89M | $78.42 | No quote |
| 110 | UVV | UNIVERSAL CORP | 0.13% | Reduce -0.7% | 367,692 | $23.79M | $64.70 | No quote |
| 111 | AET | AETNA INC | 0.13% | - | 154,946 | $23.53M | No quote | No quote |
| 112 | EG | EVEREST RE GROUP LTD | 0.13% | Reduce -1.4% | 91,194 | $23.22M | $254.59 | No quote |
| 113 | DIOD | DIODES INC. | 0.12% | Reduce -23.9% | 939,163 | $22.57M | $24.03 | No quote |
| 114 | PGR | PROGRESSIVE CORP | 0.12% | Reduce -0.2% | 496,033 | $21.87M | $44.09 | No quote |
| 115 | JBL | JABIL CIRCUIT INC | 0.11% | - | 712,955 | $20.81M | $29.19 | No quote |
| 116 | PCG | PG&E CORP | 0.11% | - | 313,010 | $20.77M | $66.37 | No quote |
| 117 | SRI | STONERIDGE INC | 0.11% | Reduce -11.7% | 1,248,090 | $19.23M | No quote | No quote |
| 118 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.11% | Reduce -0.1% | 548,866 | $19.19M | $34.96 | No quote |
| 119 | HPT | HOSPITALITY PROPERTIES TRUST | 0.09% | Add +0.0% | 586,728 | $17.1M | No quote | No quote |
| 120 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 0.09% | Reduce -0.3% | 1,552,004 | $16.84M | No quote | No quote |
| 121 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | - | 314,390 | $16.53M | $52.57 | No quote |
| 122 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.09% | Reduce -0.7% | 3,826,438 | $15.92M | No quote | No quote |
| 123 | VRTU | VIRTUSA CORP | 0.09% | Reduce -0.9% | 536,604 | $15.78M | No quote | No quote |
| 124 | PGEM | PLY GEM HOLDINGS INC | 0.08% | Reduce -9.3% | 859,716 | $15.43M | No quote | No quote |
| 125 | WSFS | WSFS FINANCIAL CORP | 0.08% | Reduce -1.3% | 338,149 | $15.34M | $45.35 | No quote |
| 126 | GNW | GENWORTH FINANCIAL INC CL A | 0.08% | Reduce -42.7% | 4,003,626 | $15.09M | No quote | No quote |
| 127 | OC | OWENS CORNING | 0.07% | - | 203,330 | $13.61M | $66.92 | No quote |
| 128 | KSS | KOHLS CORP | 0.07% | - | 351,174 | $13.58M | No quote | No quote |
| 129 | DXC | DXC TECHNOLOGY COMPANY | 0.07% | New | 169,514 | $13.01M | No quote | No quote |
| 130 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.06% | Reduce -0.0% | 1,045,949 | $11.45M | $10.95 | No quote |
| 131 | KKR | KKR & CO LP | 0.06% | Reduce -5.9% | 575,974 | $10.71M | $18.60 | No quote |
| 132 | RDC | ROWAN COMPANIES PLC - A | 0.06% | - | 996,725 | $10.21M | No quote | No quote |
| 133 | NWS | NEWS CORP - CLASS B | 0.04% | Reduce -14.6% | 560,534 | $7.93M | $14.15 | No quote |
| 134 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.04% | Reduce -10.9% | 298,175 | $7.89M | $26.45 | No quote |
| 135 | CB | CHUBB LTD | 0.04% | Reduce -36.9% | 51,626 | $7.51M | $145.37 | No quote |
| 136 | CMCO | COLUMBUS MCKINNON CORP | 0.04% | Reduce -27.4% | 293,625 | $7.46M | $25.42 | No quote |
| 137 | PKX | POSCO - ADR | 0.03% | Add +55.0% | 93,495 | $5.85M | No quote | No quote |
| 138 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | Add +29.1% | 77,844 | $3.39M | $43.48 | No quote |
| 139 | LUKOY | LUKOIL PJSC - SPON ADR | 0.00% | - | 16,350 | $798K | No quote | No quote |
| 141 | DOX | AMDOCS LTD | 0.00% | Add +2.3% | 5,778 | $372K | $64.38 | No quote |
| 140 | ABBV | ABBVIE INC | 0.00% | Add +23.2% | 5,137 | $372K | $72.42 | No quote |
| 142 | PINC | PREMIER INC CLASS A | 0.00% | Reduce -4.3% | 10,029 | $361K | No quote | No quote |
| 143 | Y | ALLEGHANY CORP | 0.00% | Add +42.3% | 602 | $358K | No quote | No quote |
| 144 | SO | SOUTHERN CO | 0.00% | Add +7.8% | 7,454 | $357K | $47.89 | No quote |
| 145 | OHI | OMEGA HEALTHCARE INVESTORS | 0.00% | New | 10,286 | $340K | No quote | No quote |
| 146 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00% | New | 2,023 | $260K | $128.52 | No quote |
| 147 | COR | AMERISOURCEBERGEN CORP | 0.00% | Add +4.0% | 2,602 | $246K | No quote | No quote |
| 148 | AMGN | AMGEN INC | 0.00% | Add +3.2% | 1,339 | $231K | $172.52 | No quote |
| 149 | DVA | DAVITA HEALTHCARE PARTNERS INC | 0.00% | Add +2.1% | 3,398 | $220K | $64.74 | No quote |
| 150 | BRO | BROWN & BROWN INC | 0.00% | Add +2.8% | 5,087 | $219K | $43.05 | No quote |
| 151 | TDG | TRANSDIGM GROUP INC. | 0.00% | Reduce -30.2% | 758 | $204K | $269.13 | No quote |
| 152 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | - | 12,906 | $156K | No quote | No quote |
| 160 | BPOP | POPULAR INC. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | ORI | OLD REPUBLIC INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 158 | MDT | MEDTRONIC PLC | - | Sold | 0 | $0 | No quote | No quote |
| 157 | LH | LABORATORY CORP OF AMERICA HOLDINGS | - | Sold | 0 | $0 | No quote | No quote |
| 156 | EEM | ISHARES MSCI EMERGING MKT IN | - | Sold | 0 | $0 | No quote | No quote |
| 155 | INFY | INFOSYS LTD - SP ADR | - | Sold | 0 | $0 | No quote | No quote |
| 154 | CDW | CDW CORP | - | Sold | 0 | $0 | No quote | No quote |
| 153 | BIIB | BIOGEN INC | - | Sold | 0 | $0 | No quote | No quote |