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 97 of 162 rows. Rows without a quote are marked unavailable.
| 1 | MYL | MYLAN NV | 3.77% | Add +84.1% | 22,721,384 | $712.77M | No quote | No quote |
| 2 | C | CITIGROUP INC | 3.20% | Reduce -0.5% | 8,321,384 | $605.3M | $72.74 | No quote |
| 3 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 2.92% | Add +69.7% | 37,560,840 | $552.52M | $14.71 | No quote |
| 4 | DOV | DOVER CORP | 2.71% | Add +0.3% | 5,613,811 | $513.05M | $91.39 | No quote |
| 5 | VOYA | VOYA FINANCIAL INC. | 2.70% | Reduce -0.1% | 12,812,884 | $511.11M | $39.89 | No quote |
| 6 | CTSH | COGNIZANT TECH SOLUTIONS - A | 2.66% | Reduce -1.2% | 6,925,051 | $502.34M | $72.54 | No quote |
| 7 | BAC | BANK OF AMERICA CORP | 2.63% | Reduce -4.2% | 19,628,386 | $497.38M | $25.34 | No quote |
| 8 | ORCL | ORACLE CORP | 2.54% | Reduce -1.3% | 9,937,040 | $480.46M | $48.35 | No quote |
| 9 | OMC | OMNICOM GROUP | 2.48% | Add +6.1% | 6,343,295 | $469.85M | $74.07 | No quote |
| 10 | BEN | FRANKLIN RESOURCES INC. | 2.43% | Reduce -0.1% | 10,343,161 | $460.37M | $44.51 | No quote |
| 11 | RDSA | ROYAL DUTCH SHELL PLC ADR | 2.41% | Reduce -0.3% | 7,521,061 | $455.63M | No quote | No quote |
| 12 | MS | MORGAN STANLEY | 2.30% | Reduce -0.8% | 9,028,020 | $434.88M | $48.17 | No quote |
| 13 | WMT | WAL-MART STORES | 2.15% | Add +1.3% | 5,201,567 | $406.45M | $78.14 | No quote |
| 14 | AIG | AMERICAN INTERNATIONAL GROUP | 2.11% | Add +0.7% | 6,507,357 | $399.49M | $61.39 | No quote |
| 15 | JPM | JP MORGAN CHASE & CO | 2.08% | Reduce -1.0% | 4,111,732 | $392.71M | $95.51 | No quote |
| 16 | COF | CAPITAL ONE FINL CORP | 2.05% | Add +13.5% | 4,588,908 | $388.5M | $84.66 | No quote |
| 17 | MCK | MCKESSON CORPORATION | 2.00% | Add +17.2% | 2,458,531 | $377.66M | $153.61 | No quote |
| 18 | XOM | EXXON MOBIL CORP | 1.80% | Reduce -20.2% | 4,164,184 | $341.38M | $81.98 | No quote |
| 19 | GS | GOLDMAN SACHS GROUP INC | 1.76% | Reduce -0.8% | 1,403,492 | $332.89M | $237.19 | No quote |
| 20 | AVT | AVNET INC | 1.69% | Add +7.5% | 8,154,011 | $320.45M | $39.30 | No quote |
| 21 | NWSA | NEWS CORP - CLASS A | 1.64% | Add +0.8% | 23,381,277 | $310.04M | $13.26 | No quote |
| 22 | WFC | WELLS FARGO CO | 1.61% | Add +267.1% | 5,517,855 | $304.31M | $55.15 | No quote |
| 23 | F | FORD MOTOR COMPANY | 1.61% | Add +6.7% | 25,409,816 | $304.16M | $11.97 | No quote |
| 24 | MET | METLIFE INC | 1.54% | Add +2.1% | 5,596,775 | $290.75M | $51.95 | No quote |
| 25 | HLT | HILTON WORLDWIDE HOLDINGS INC | 1.53% | Add +0.4% | 4,171,275 | $289.7M | $69.45 | No quote |
| 26 | STT | STATE STREET CORP | 1.41% | Reduce -1.1% | 2,782,766 | $265.87M | $95.54 | No quote |
| 27 | AXS | AXIS CAPITAL HOLDINGS LTD | 1.39% | Reduce -0.1% | 4,576,149 | $262.26M | $57.31 | No quote |
| 28 | MUR | MURPHY OIL CORP | 1.35% | Add +1.0% | 9,609,282 | $255.22M | $26.56 | No quote |
| 29 | CI | CIGNA CORP | 1.33% | Reduce -24.3% | 1,350,411 | $252.45M | $186.94 | No quote |
| 30 | BP | BP PLC - SPONS ADR | 1.26% | Add +0.1% | 6,193,921 | $238.03M | $38.43 | No quote |
| 31 | CVE | CENOVUS ENERGY INC. | 1.24% | Add +6.2% | 23,437,925 | $234.85M | $10.02 | No quote |
| 32 | ESRX | EXPRESS SCRIPTS HOLDING CO | 1.17% | Add +23.6% | 3,509,800 | $222.24M | No quote | No quote |
| 33 | TEX | TEREX CORP | 1.08% | Reduce -12.7% | 4,522,248 | $203.59M | $45.02 | No quote |
| 34 | XL | XL GROUP LTD | 1.07% | Reduce -1.2% | 5,135,631 | $202.6M | No quote | No quote |
| 35 | WTW | WILLIS TOWERS WATSON PLC | 1.03% | Reduce -5.0% | 1,263,039 | $194.8M | $154.23 | No quote |
| 36 | UBS | UBS GROUP AG | 1.00% | Reduce -0.4% | 11,073,595 | $189.91M | $17.15 | No quote |
| 37 | HAL | HALLIBURTON CO | 0.99% | Add +438.2% | 4,052,148 | $186.52M | $46.03 | No quote |
| 38 | IPG | INTERPUBLIC GROUP OF COS INC | 0.99% | Add +0.3% | 8,964,724 | $186.38M | No quote | No quote |
| 39 | RF | REGIONS FINL CORP | 0.95% | Reduce -40.7% | 11,817,778 | $179.99M | $15.23 | No quote |
| 40 | PH | PARKER HANNIFIN CORPORATION | 0.82% | Reduce -30.6% | 890,562 | $155.87M | $175.02 | No quote |
| 41 | PFE | PFIZER INC | 0.76% | Add +71.9% | 4,008,274 | $143.1M | $35.70 | No quote |
| 42 | MFGP | MICRO FOCUS INTL-SPN ADR | 0.74% | New | 4,387,043 | $139.95M | No quote | No quote |
| 43 | JELD | JELD-WEN HOLDING INC | 0.74% | Add +24.1% | 3,926,448 | $139.47M | $35.52 | No quote |
| 44 | EIX | EDISON INTERNATIONAL | 0.73% | Reduce -0.1% | 1,782,467 | $137.55M | No quote | No quote |
| 45 | SWK | STANLEY BLACK & DECKER INC | 0.69% | Reduce -29.7% | 868,306 | $131.09M | $150.97 | No quote |
| 46 | KEY | KEY CORP | 0.68% | Reduce -0.3% | 6,846,555 | $128.85M | $18.82 | No quote |
| 47 | CAH | CARDINAL HEALTH INC | 0.64% | Add +70.6% | 1,806,522 | $120.89M | $66.92 | No quote |
| 48 | ALL | ALLSTATE CORP | 0.62% | Reduce -11.5% | 1,283,852 | $118M | $91.91 | No quote |
| 49 | HPQ | HP INC | 0.58% | Reduce -10.0% | 5,503,587 | $109.85M | $19.96 | No quote |
| 50 | LAMR | LAMAR ADVERTISING CO -A | 0.58% | Reduce -0.1% | 1,590,436 | $108.99M | $68.53 | No quote |
| 51 | ON | ON SEMICONDUCTOR CORP | 0.56% | Reduce -35.1% | 5,786,917 | $106.88M | $18.47 | No quote |
| 52 | STX | SEAGATE TECHNOLOGY | 0.55% | Reduce -0.3% | 3,138,486 | $104.1M | $33.17 | No quote |
| 53 | BIDU | BAIDU INC - SPON ADR | 0.55% | Reduce -3.0% | 418,814 | $103.74M | $247.69 | No quote |
| 54 | ATU | ACTUANT CORP- A | 0.53% | Add +18.3% | 3,917,524 | $100.29M | No quote | No quote |
| 55 | MRK | MERCK & CO INC | 0.51% | Add +84.3% | 1,519,959 | $97.32M | $64.03 | No quote |
| 56 | MSFT | MICROSOFT CORP | 0.50% | Reduce -5.3% | 1,274,898 | $94.97M | $74.49 | No quote |
| 57 | FITB | FIFTH THIRD BANCORP | 0.47% | Reduce -0.1% | 3,165,147 | $88.56M | $27.98 | No quote |
| 58 | IVZ | NVESCO LTD | 0.47% | Reduce -0.1% | 2,511,163 | $87.99M | $35.04 | No quote |
| 59 | CSCO | CISCO SYSTEMS INC | 0.45% | Add +0.4% | 2,517,046 | $84.65M | $33.63 | No quote |
| 60 | ACM | AECOM | 0.43% | Add +0.0% | 2,227,773 | $82M | $36.81 | No quote |
| 61 | AGR | AVANGRID INC | 0.43% | Add +0.0% | 1,721,190 | $81.62M | No quote | No quote |
| 62 | WBS | WEBSTER FINANCIAL CORP. | 0.43% | Add +2.0% | 1,543,338 | $81.1M | $52.55 | No quote |
| 63 | G | GENPACT LTD | 0.40% | Reduce -1.2% | 2,639,134 | $75.88M | $28.75 | No quote |
| 64 | FLEX | FLEX LTD | 0.39% | Reduce -2.7% | 4,427,995 | $73.37M | $16.57 | No quote |
| 65 | THG | HANOVER INSURANCE GROUP | 0.38% | New | 746,426 | $72.35M | $96.93 | No quote |
| 66 | COP | CONOCOPHILLIPS | 0.38% | Reduce -42.3% | 1,442,900 | $72.22M | $50.05 | No quote |
| 67 | KBR | KBR INC | 0.38% | Reduce -16.4% | 3,988,595 | $71.32M | $17.88 | No quote |
| 68 | AHL | ASPEN INSURANCE HOLDINGS LTD | 0.36% | Add +54.2% | 1,687,551 | $68.18M | No quote | No quote |
| 69 | TRS | TRIMAS CORP | 0.35% | Reduce -8.2% | 2,469,675 | $66.68M | $27.00 | No quote |
| 70 | VIV | TELEFONICA BRASIL - ADR | 0.32% | Reduce -0.2% | 3,837,652 | $60.79M | No quote | No quote |
| 71 | TEL | TE CONNECTIVITY LTD. | 0.32% | Add +0.0% | 729,627 | $60.6M | $83.06 | No quote |
| 72 | K | KELLOGG COMPANY | 0.32% | Add +0.0% | 971,006 | $60.56M | No quote | No quote |
| 73 | DOOR | MASONITE INTERNATIONAL CORP | 0.31% | Add +9.1% | 858,682 | $59.42M | No quote | No quote |
| 74 | CFG | CITIZENS FINANCIAL GROUP | 0.31% | - | 1,560,442 | $59.09M | $37.87 | No quote |
| 75 | ASB | ASSOCIATED BANC CORP | 0.31% | Add +2.9% | 2,433,590 | $59.02M | $24.25 | No quote |
| 76 | ROCK | GIBRALTAR INDUSTRIES INC | 0.30% | Add +133.4% | 1,852,838 | $57.72M | No quote | No quote |
| 77 | SCSC | SCANSOURCE INC | 0.30% | Add +3.3% | 1,317,928 | $57.53M | $43.65 | No quote |
| 78 | ESND | ESSENDANT INC | 0.30% | Add +23.9% | 4,325,038 | $56.96M | No quote | No quote |
| 79 | CVS | CVS HEALTH CORPORATION | 0.30% | Reduce -0.0% | 699,872 | $56.91M | $81.32 | No quote |
| 80 | CMA | COMERICA INC | 0.30% | Reduce -3.7% | 745,540 | $56.86M | No quote | No quote |
| 81 | SNV | SYNOVUS FINANCIAL CORP | 0.28% | Reduce -0.8% | 1,168,695 | $53.83M | No quote | No quote |
| 82 | AEL | AMERICAN EQUITY INVT LIFE | 0.28% | Reduce -24.1% | 1,848,605 | $53.76M | No quote | No quote |
| 83 | GTLS | CHART INDUSTRIES INC | 0.28% | Add +2.9% | 1,353,367 | $53.09M | No quote | No quote |
| 84 | PAY | VERIFONE SYSTEMS INC | 0.26% | Add +2.5% | 2,469,466 | $50.08M | No quote | No quote |
| 85 | CUB | CUBIC CORP | 0.26% | Add +3.5% | 946,046 | $48.25M | No quote | No quote |
| 86 | R | RYDER SYSTEM INC. | 0.25% | New | 563,280 | $47.63M | No quote | No quote |
| 87 | OMI | OWENS & MINOR INC | 0.25% | Add +3.2% | 1,617,568 | $47.23M | No quote | No quote |
| 88 | GTS | TRIPLE-S MANAGEMENT CORP-B | 0.24% | Reduce -6.1% | 1,943,218 | $46.02M | No quote | No quote |
| 89 | SPN | SUPERIOR ENERGY SERVICES INC | 0.24% | Add +5.9% | 4,232,913 | $45.21M | No quote | No quote |
| 90 | HOPE | HOPE BANCORP INC | 0.23% | Add +6.3% | 2,429,412 | $43.03M | No quote | No quote |
| 91 | DBD | DIEBOLD NIXDORF INC | 0.22% | New | 1,849,198 | $42.25M | No quote | No quote |
| 92 | AXE | ANIXTER INTERNATIONAL INC | 0.22% | Add +3.3% | 484,032 | $41.14M | No quote | No quote |
| 93 | NSIT | INSIGHT ENTERPRISES INC | 0.21% | Add +3.0% | 857,501 | $39.38M | $45.92 | No quote |
| 94 | QCOM | QUALCOMM INC | 0.20% | - | 743,776 | $38.56M | $51.84 | No quote |
| 95 | CAR | AVIS BUDGET GROUP INC | 0.20% | New | 990,635 | $37.7M | No quote | No quote |
| 96 | ARGO | ARGO GROUP INTERNATIONAL | 0.19% | Add +3.9% | 594,713 | $36.58M | No quote | No quote |
| 97 | FTI | TECHNIPFMC PLC | 0.19% | - | 1,271,841 | $35.51M | $27.92 | No quote |
| 98 | VR | VALIDUS HOLDINGS LTD | 0.18% | Reduce -0.0% | 689,064 | $33.91M | No quote | No quote |
| 99 | PGEM | PLY GEM HOLDINGS INC | 0.18% | Add +127.1% | 1,952,430 | $33.29M | No quote | No quote |
| 100 | BGC | GENERAL CABLE CORP DEL NE | 0.17% | Add +2.4% | 1,751,815 | $33.02M | $18.85 | No quote |
| 101 | T | AT&T INC | 0.17% | Add +0.1% | 824,665 | $32.3M | $39.17 | No quote |
| 102 | LLL | L3 TECHNOLOGIES, INC. | 0.17% | - | 168,036 | $31.66M | No quote | No quote |
| 103 | FMBI | FIRST MIDWEST BANCORP INC | 0.16% | Add +3.7% | 1,325,864 | $31.05M | No quote | No quote |
| 104 | BHF | BRIGHTHOUSE FINANCIAL INC | 0.16% | New | 498,285 | $30.3M | $60.80 | No quote |
| 105 | ETR | ENTERGY CORP | 0.15% | Add +0.0% | 370,263 | $28.27M | No quote | No quote |
| 106 | TMK | TORCHMARK CORP | 0.14% | Reduce -30.9% | 329,857 | $26.42M | No quote | No quote |
| 107 | TCF | TCF FINANCIAL CORP | 0.14% | Reduce -7.6% | 1,543,959 | $26.31M | No quote | No quote |
| 108 | LM | LEGG MASON INC | 0.13% | - | 639,775 | $25.15M | No quote | No quote |
| 109 | UVV | UNIVERSAL CORP | 0.13% | Add +17.8% | 433,248 | $24.83M | $57.30 | No quote |
| 110 | ARW | ARROW ELECTRONICS INC | 0.13% | - | 304,670 | $24.5M | $80.41 | No quote |
| 111 | PGR | PROGRESSIVE CORP | 0.13% | Reduce -0.1% | 495,450 | $23.99M | $48.42 | No quote |
| 112 | GLW | CORNING INC | 0.11% | Reduce -51.0% | 713,246 | $21.34M | $29.92 | No quote |
| 113 | PCG | PG&E CORP | 0.11% | - | 313,010 | $21.31M | $68.09 | No quote |
| 114 | BKR | BAKER HUGHES A GE CO | 0.11% | New | 580,451 | $21.26M | $36.62 | No quote |
| 115 | EG | EVEREST RE GROUP LTD | 0.11% | Reduce -0.1% | 91,099 | $20.81M | $228.39 | No quote |
| 116 | JBL | JABIL CIRCUIT INC | 0.11% | - | 712,955 | $20.36M | $28.55 | No quote |
| 117 | TSM | TAIWAN SEMICONDUCTOR - SP ADR | 0.11% | Reduce -2.4% | 535,958 | $20.13M | $37.55 | No quote |
| 118 | HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | 0.09% | - | 314,390 | $17.43M | $55.43 | No quote |
| 119 | SRI | STONERIDGE INC | 0.09% | Reduce -30.9% | 861,904 | $17.07M | No quote | No quote |
| 120 | HPT | HOSPITALITY PROPERTIES TRUST | 0.09% | - | 586,728 | $16.72M | No quote | No quote |
| 121 | KSS | KOHLS CORP | 0.08% | Reduce -1.2% | 347,073 | $15.84M | No quote | No quote |
| 122 | GNW | GENWORTH FINANCIAL INC CL A | 0.08% | Reduce -0.9% | 3,966,700 | $15.27M | No quote | No quote |
| 123 | WAIR | WESCO AIRCRAFT HOLDINGS INC | 0.08% | Add +0.5% | 1,559,373 | $14.66M | No quote | No quote |
| 124 | ARC | ARC DOCUMENT SOLUTIONS INC | 0.07% | Reduce -11.8% | 3,373,756 | $13.8M | No quote | No quote |
| 125 | RDC | ROWAN COMPANIES PLC - A | 0.07% | - | 996,725 | $12.81M | No quote | No quote |
| 126 | DXC | DXC TECHNOLOGY COMPANY | 0.06% | Reduce -15.9% | 142,637 | $12.25M | No quote | No quote |
| 127 | DRH | DIAMONDROCK HOSPITALITY CO. | 0.06% | Add +5.1% | 1,099,717 | $12.04M | $10.95 | No quote |
| 128 | KKR | KKR & CO LP | 0.06% | Reduce -1.3% | 568,442 | $11.56M | $20.33 | No quote |
| 129 | VRTU | VIRTUSA CORP | 0.05% | Reduce -52.1% | 256,969 | $9.71M | No quote | No quote |
| 130 | APO | APOLLO GLOBAL MANAGEMENT-A | 0.05% | Reduce -2.7% | 290,089 | $8.73M | $30.10 | No quote |
| 131 | WSFS | WSFS FINANCIAL CORP | 0.04% | Reduce -52.3% | 161,373 | $7.87M | $48.75 | No quote |
| 132 | NWS | NEWS CORP - CLASS B | 0.04% | Reduce -2.4% | 547,085 | $7.47M | $13.65 | No quote |
| 133 | PKX | POSCO - ADR | 0.03% | - | 93,495 | $6.49M | No quote | No quote |
| 134 | SHG | SHINHAN FINANCIAL GROUP - ADR | 0.02% | - | 77,844 | $3.45M | $44.29 | No quote |
| 135 | DIOD | DIODES INC. | 0.01% | Reduce -95.2% | 45,273 | $1.36M | $29.93 | No quote |
| 136 | LUKOY | LUKOIL PJSC - SPON ADR | 0.00% | - | 16,350 | $867K | No quote | No quote |
| 137 | SO | SOUTHERN CO | 0.00% | Add +4.6% | 7,800 | $383K | $49.10 | No quote |
| 138 | DOX | AMDOCS LTD | 0.00% | Reduce -0.7% | 5,737 | $369K | $64.32 | No quote |
| 139 | VST | VISTRA ENERGY CORP | 0.00% | New | 19,628 | $367K | $18.70 | No quote |
| 140 | INGR | INGREDION INC | 0.00% | New | 3,033 | $366K | $120.67 | No quote |
| 141 | CB | CHUBB LTD | 0.00% | Reduce -95.1% | 2,551 | $364K | $142.69 | No quote |
| 142 | BRO | BROWN & BROWN INC | 0.00% | Add +43.4% | 7,295 | $352K | $48.25 | No quote |
| 143 | PINC | PREMIER INC CLASS A | 0.00% | Add +4.8% | 10,508 | $342K | No quote | No quote |
| 144 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00% | - | 2,023 | $237K | $117.15 | No quote |
| 146 | INTC | INTEL CORPORATION | 0.00% | Reduce -99.9% | 6,152 | $234K | $38.04 | No quote |
| 145 | AMGN | AMGEN INC | 0.00% | Reduce -6.3% | 1,255 | $234K | $186.45 | No quote |
| 148 | GILD | GILEAD SCIENCES INC | 0.00% | New | 2,869 | $232K | $80.86 | No quote |
| 147 | Y | ALLEGHANY CORP | 0.00% | Reduce -30.4% | 419 | $232K | No quote | No quote |
| 149 | OHI | OMEGA HEALTHCARE INVESTORS | 0.00% | Reduce -32.0% | 6,989 | $223K | No quote | No quote |
| 150 | COR | AMERISOURCEBERGEN CORP | 0.00% | Reduce -6.5% | 2,433 | $201K | No quote | No quote |
| 151 | NLY | ANNALY CAPITAL MANAGMENT INC | 0.00% | Reduce -8.6% | 11,795 | $144K | No quote | No quote |
| 162 | TDG | TRANSDIGM GROUP INC. | - | Sold | 0 | $0 | No quote | No quote |
| 161 | SPLS | STAPLES INC | - | Sold | 0 | $0 | No quote | No quote |
| 160 | OC | OWENS CORNING | - | Sold | 0 | $0 | No quote | No quote |
| 159 | JNJ | JOHNSON & JOHNSON | - | Sold | 0 | $0 | No quote | No quote |
| 158 | DVA | DAVITA HEALTHCARE PARTNERS INC | - | Sold | 0 | $0 | No quote | No quote |
| 157 | DAN | DANA INC | - | Sold | 0 | $0 | No quote | No quote |
| 156 | CMCO | COLUMBUS MCKINNON CORP | - | Sold | 0 | $0 | No quote | No quote |
| 155 | BHI | BAKER HUGHES INC | - | Sold | 0 | $0 | No quote | No quote |
| 154 | AET | AETNA INC | - | Sold | 0 | $0 | No quote | No quote |
| 153 | ABBV | ABBVIE INC | - | Sold | 0 | $0 | No quote | No quote |
| 152 | ABT | ABBOTT LABORATORIES | - | Sold | 0 | $0 | No quote | No quote |