Follow-The-Filings

Featured 13F manager

Pzena Investment Management LLC Richard Pzena

New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $34.1B
  • 161 Positions
  • 2026 Q2
  • +10.6% QoQ
  • Top 5 22.7%

Portfolio

2026 Q2 · filed 8/7/2026 · 161 long · top 12 shown

top 5 22.7% · top 10 37.5%

AUM over time

2026 Q2 $34.1B +10.6% QoQ
2021 Q3 · $25.3B 2021 Q3 · $25.3B
Q3 2021
2021 Q4 · $26.5B · +5.0% QoQ 2021 Q4 · $26.5B · +5.0% QoQ
Q4
2022 Q1 · $26.5B · −0.3% QoQ 2022 Q1 · $26.5B · −0.3% QoQ
Q1 2022
2022 Q2 · $22.3B · −15.6% QoQ 2022 Q2 · $22.3B · −15.6% QoQ
Q2
2022 Q3 · $20.1B · −9.8% QoQ 2022 Q3 · $20.1B · −9.8% QoQ
Q3
2022 Q4 · $22.6B · +12.3% QoQ 2022 Q4 · $22.6B · +12.3% QoQ
Q4
2023 Q1 · $23.2B · +2.5% QoQ 2023 Q1 · $23.2B · +2.5% QoQ
Q1 2023
2023 Q2 · $23.4B · +1.2% QoQ 2023 Q2 · $23.4B · +1.2% QoQ
Q2
2023 Q3 · $23.3B · −0.7% QoQ 2023 Q3 · $23.3B · −0.7% QoQ
Q3
2023 Q4 · $26.6B · +14.3% QoQ 2023 Q4 · $26.6B · +14.3% QoQ
Q4
2024 Q1 · $29.1B · +9.5% QoQ 2024 Q1 · $29.1B · +9.5% QoQ
Q1 2024
2024 Q2 · $28.4B · −2.4% QoQ 2024 Q2 · $28.4B · −2.4% QoQ
Q2
2024 Q3 · $31B · +9.1% QoQ 2024 Q3 · $31B · +9.1% QoQ
Q3
2024 Q4 · $29.4B · −5.3% QoQ 2024 Q4 · $29.4B · −5.3% QoQ
Q4
2025 Q1 · $28.6B · −2.5% QoQ 2025 Q1 · $28.6B · −2.5% QoQ
Q1 2025
2025 Q2 · $30.8B · +7.4% QoQ 2025 Q2 · $30.8B · +7.4% QoQ
Q2
2025 Q3 · $30.9B · +0.6% QoQ 2025 Q3 · $30.9B · +0.6% QoQ
Q3
2025 Q4 · $33.4B · +8.0% QoQ 2025 Q4 · $33.4B · +8.0% QoQ
Q4
2026 Q1 · $30.8B · −7.8% QoQ 2026 Q1 · $30.8B · −7.8% QoQ
Q1 2026
2026 Q2 · $34.1B · +10.6% QoQ 2026 Q2 · $34.1B · +10.6% QoQ
Q2

Book

2021 Q3 · filed 5 Nov · long equity

GE - GE Aerospace 4.15% Hold 10,180,643 $103.03 $1B
CTSH - Cognizant · CLASS A 4.15% Hold 14,110,915 $74.21 $1B
AIG - American International Group 3.66% Hold 16,829,070 $54.89 $924M
WAB - Westinghouse Air Brake Technologies 3.48% Hold 10,187,842 $86.21 $878M
WFC - Wells Fargo & 3.47% Hold 18,879,940 $46.41 $876M
HAL - Halliburton 3.34% Hold 39,013,261 $21.62 $843M
EIX - Edison International 3.22% Hold 14,686,755 $55.47 $815M
LEA - LEAR 3.21% Hold 5,186,846 $156.48 $812M
PVH - Phillips Van Heusen 3.06% Hold 7,523,521 $102.79 $773M
C - Citigroup 2.90% Hold 10,456,683 $70.18 $734M
NRG - NRG Energy 2.66% Hold 16,483,758 $40.83 $673M
EQH - Equitable 2.60% Hold 22,131,172 $29.64 $656M
HPE - Hewlett Packard Enterprise 2.45% Hold 43,376,456 $14.25 $618M
COF - Capital One Financial 2.44% Hold 3,809,125 $161.97 $617M
BKR - Baker Hughes · CLASS A 2.37% Hold 24,207,511 $24.73 $599M
MCK - Mckesson 2.35% Hold 2,979,015 $199.38 $594M
NWL - Newell Brands 2.29% Hold 26,163,291 $22.14 $579M
NOV - NOV Inc 2.12% Hold 40,799,160 $13.11 $535M
AVT - Avnet 1.79% Hold 12,226,449 $36.97 $452M
BAC - Bank of America 1.63% Hold 9,681,180 $42.45 $411M
DOX - Amdocs 1.59% Hold 5,296,210 $75.71 $401M
GIL - Gildan Activewear 1.54% Hold 10,680,800 $36.51 $390M
DOW - DOW Inc 1.42% Hold 6,212,506 $57.56 $358M
TXT - Textron 1.41% Hold 5,095,312 $69.81 $356M
F - Ford Motor 1.36% Hold 24,201,219 $14.16 $343M
XOM - Exxon Mobil 1.33% Hold 5,726,218 $58.82 $337M
MET - Metlife 1.30% Hold 5,316,817 $61.73 $328M
AXS - Axis Capital 1.29% Hold 7,102,578 $46.04 $327M
VOYA - VOYA Financial 1.17% Hold 4,810,089 $61.39 $295M
MHK - Mohawk Industries 1.12% Hold 1,590,075 $177.40 $282M
JPM - Jpmorgan Chase & 1.11% Hold 1,716,239 $163.69 $281M
ORCL - Oracle 1.02% Hold 2,946,834 $87.13 $257M
GS - Goldman Sachs Group 0.95% Hold 637,421 $378.03 $241M
FMS - Fresenius Medical 0.89% Hold 6,407,774 $34.97 $224M
TCOM - Trip 0.86% Hold 7,046,589 $30.75 $217M
PFE - Pfizer 0.85% Hold 5,021,894 $43.01 $216M
Holding · CLASS A 0.78% Hold 4,653,758 $42.12 $196M
JELD - Jeld-Wen 0.73% Hold 7,401,245 $25.03 $185M
SHEL - Shell · CLASS A 0.71% Hold 4,030,880 $44.57 $180M
SWK - Stanley Black & Decker 0.70% Hold 1,012,492 $175.31 $178M
MS - Morgan Stanley 0.68% Hold 1,754,556 $97.31 $171M
OLN - OLIN 0.65% Hold 3,393,354 $48.25 $164M
CNO - CNO Financial Group 0.63% Hold 6,788,861 $23.54 $160M
FTI - Technipfmc 0.62% Hold 20,944,215 $7.53 $158M
CAH - Cardinal Health 0.58% Hold 2,956,436 $49.46 $146M
JNJ - Johnson & Johnson 0.57% Hold 885,917 $161.50 $143M
Ryder System 0.56% Hold 1,699,681 $82.71 $141M
TEX - Terex 0.54% Hold 3,251,860 $42.10 $137M
FLEX - Flextronics 0.54% Hold 7,723,828 $17.68 $137M
CVE - Cenovus Energy 0.51% Hold 12,695,023 $10.06 $128M

Showing top 50 of 168 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 161 $34.1B +10.6% 13F-HR 8/7/2026 000102779626000049
2026 Q1 158 $30.8B −7.8% 13F-HR 4/24/2026 000102779626000024
2025 Q4 157 $33.4B +8.0% 13F-HR 2/6/2026 000102779626000009
2025 Q3 154 $30.9B +0.6% 13F-HR 11/7/2025 000102779625000057
2025 Q2 152 $30.8B +7.4% 13F-HR 7/25/2025 000102779625000043
2025 Q1 146 $28.6B −2.5% 13F-HR 5/2/2025 000102779625000029
2024 Q4 152 $29.4B −5.3% 13F-HR 2/7/2025 000102779625000014
2024 Q3 157 $31B +9.1% 13F-HR 11/8/2024 000102779624000048
2024 Q2 160 $28.4B −2.4% 13F-HR 8/2/2024 000102779624000014
2024 Q1 159 $29.1B +9.5% 13F-HR 5/3/2024 000102779624000007
2023 Q4 164 $26.6B +14.3% 13F-HR 2/9/2024 000102779624000004
2023 Q3 160 $23.3B −0.7% 13F-HR 11/9/2023 000114036123052439
2023 Q2 161 $23.4B +1.2% 13F-HR 8/4/2023 000114036123038068
2023 Q1 163 $23.2B +2.5% 13F-HR 5/12/2023 000114036123024367
2022 Q4 180 $22.6B +12.3% 13F-HR 2/3/2023 000114036123004425
2022 Q3 175 $20.1B RESTATEMENT 11/14/2022 000114036122041191
2022 Q3 175 $20.1B −9.8% 13F-HR 11/4/2022 000114036122040001
2022 Q2 168 $22.3B −15.6% 13F-HR 8/5/2022 000156761922015049
2022 Q1 177 $26.5B −0.3% 13F-HR 5/6/2022 000156761922009665
2021 Q4 174 $26.5B +5.0% 13F-HR 2/4/2022 000156761922002512
2021 Q3 168 $25.3B 13F-HR 11/5/2021 000156761921019397

About

PZENA INVESTMENT MANAGEMENT LLC

21 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Richard Pzena
SEC filing name
PZENA INVESTMENT MANAGEMENT LLC
Location
New York, NY
All SEC filings
View on sec.gov