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

2023 Q1 2022 Q4 · filed 12 May · long equity

GE - GE Aerospace 4.99% Reduce −8.4% 12,088,106 $95.60 $1.2B −1,114,816 +$49M
CTSH - Cognizant · CLASS A 4.64% Add +1.7% 17,657,416 $60.93 $1.1B +299,737 +$83M
EIX - Edison International 4.26% Add +2.7% 13,994,142 $70.59 $988M +374,257 +$121M
LEA - LEAR 4.06% Reduce −1.8% 6,742,800 $139.49 $941M −122,732 +$89M
DOW - DOW Inc 3.52% Add +41.4% 14,901,209 $54.82 $817M +4,365,219 +$286M
SSNC - SS&C Technologies 3.41% Add +10.7% 13,982,655 $56.47 $790M +1,346,697 +$132M
WAB - Westinghouse Air Brake Technologies 3.37% Reduce −0.9% 7,733,474 $101.06 $782M −69,899 +$3M
C - Citigroup 3.32% Add +1.7% 16,420,961 $46.89 $770M +267,712 +$39M
WFC - Wells Fargo & 2.99% Add +4.8% 18,563,726 $37.38 $694M +852,909 −$37M
COF - Capital One Financial 2.90% Add +17.1% 6,993,002 $96.16 $672M +1,020,747 +$117M
PVH - Phillips Van Heusen 2.78% Reduce −2.2% 7,224,974 $89.16 $644M −161,432 +$123M
NWL - Newell Brands 2.73% Add +7.3% 50,805,079 $12.44 $632M +3,443,400 +$13M
EQH - Equitable 2.57% Add +3.9% 23,480,192 $25.39 $596M +874,423 −$53M
NOV - NOV Inc 2.36% Reduce −0.1% 29,531,437 $18.51 $547M −37,476 −$71M
AIG - American International Group 2.07% Reduce −2.7% 9,520,256 $50.36 $479M −260,688 −$139M
DOX - Amdocs 1.98% Reduce −5.6% 4,776,144 $96.03 $459M −285,187 −$1M
FMS - Fresenius Medical 1.84% Reduce −17.7% 20,025,078 $21.26 $426M −4,307,114 +$28M
AVT - Avnet 1.78% Reduce −1.4% 9,149,810 $45.20 $414M −132,793 +$28M
BKNG - Booking 1.67% Reduce −5.8% 146,373 $2,652 $388M −9,030 +$75M
GIL - Gildan Activewear 1.60% Reduce −3.2% 11,143,399 $33.19 $370M −371,317 +$54M
BMY - Bristol Myers Squibb 1.35% Add +16.9% 4,511,785 $69.31 $313M +651,213 +$35M
GEHC - GE HealthCare 1.28% New 3,625,855 $82.03 $297M +3,625,855 +$297M
TCOM - Trip 1.28% Reduce −18.5% 7,889,015 $37.67 $297M −1,788,667 −$36M
Holding · CLASS A 1.27% Reduce −17.6% 6,196,158 $47.52 $294M −1,326,383 −$21M
AXS - Axis Capital 1.21% Reduce −7.5% 5,128,709 $54.52 $280M −415,196 −$21M
VOYA - VOYA Financial 1.21% Reduce −6.2% 3,912,778 $71.46 $280M −260,204 +$23M
BAC - Bank of America 1.18% Add +5.4% 9,565,066 $28.60 $274M +493,439 −$27M
MGA - Magna International 1.05% Add +11.0% 4,548,469 $53.57 $244M +451,684 +$14M
MET - Metlife 1.05% Reduce −1.9% 4,182,303 $57.94 $242M −79,642 −$66M
JPM - Jpmorgan Chase & 1.04% Reduce −2.9% 1,858,352 $130.31 $242M −56,433 −$15M
TEL - Te Connectivity 1.04% New 1,829,636 $131.15 $240M +1,829,636 +$240M
MCK - Mckesson 0.99% Reduce −34.0% 642,849 $356.05 $229M −330,689 −$136M
HAL - Halliburton 0.98% Reduce −9.3% 7,159,122 $31.64 $227M −734,763 −$84M
CHTR - Charter Communications · CLASS A 0.91% New 588,537 $357.61 $210M +588,537 +$210M
HPE - Hewlett Packard Enterprise 0.90% Reduce −55.5% 13,083,343 $15.93 $208M −16,302,925 −$261M
MHK - Mohawk Industries 0.88% Add +0.3% 2,028,127 $100.22 $203M +6,726 −$3M
ORCL - Oracle 0.82% Reduce −0.2% 2,039,515 $92.92 $190M −4,214 +$22M
GS - Goldman Sachs Group 0.73% Reduce −5.5% 514,382 $327.11 $168M −30,040 −$19M
CNO - CNO Financial Group 0.72% Reduce −1.7% 7,495,115 $22.19 $166M −132,502 −$8M
CAH - Cardinal Health 0.69% Reduce −17.1% 2,113,042 $75.50 $160M −434,510 −$36M
TEX - Terex 0.63% Reduce −26.5% 3,019,158 $48.38 $146M −1,086,069 −$29M
CI - Cigna Group 0.62% Add +30.9% 564,330 $255.53 $144M +133,214 +$1M
SHEL - Shell 0.61% Reduce −9.9% 2,477,432 $57.54 $143M −272,631 −$14M
OLN - OLIN 0.60% Reduce −4.7% 2,503,674 $55.50 $139M −124,077 −$159K
AXTA - Axalta Coating Systems 0.58% Reduce −4.8% 4,424,251 $30.29 $134M −222,588 +$16M
AMGN - Amgen 0.54% Add +1.5% 517,248 $241.75 $125M +7,622 −$9M
PFE - Pfizer 0.48% Reduce −0.7% 2,741,849 $40.80 $112M −17,984 −$30M
GAP 0.46% Reduce −2.0% 10,643,646 $10.04 $107M −213,950 −$16M
JELD - Jeld-Wen 0.45% Reduce −6.0% 8,161,690 $12.66 $103M −523,121 +$20M
BAP - Credicorp 0.44% Add +29.7% 778,484 $132.39 $103M +178,285 +$22M

Showing top 50 of 159 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
NRG - NRG Energy 1.18% Exit 0 $31.82 $266M −8,352,024 −$266M
Umpqua 0.26% Exit 0 $17.85 $59M −3,298,180 −$59M
TXT - Textron 0.17% Exit 0 $70.80 $38M −538,918 −$38M
Interpublic Group Of Companies 0.16% Exit 0 $33.31 $37M −1,109,575 −$37M
Technip Energies 0.09% Exit 0 $15.64 $19M −1,230,659 −$19M
Holding 0.02% Exit 0 $1,093 $5M −4,398 −$5M
Holding 0.02% Exit 0 $6.50 $4M −596,073 −$4M
Holding 0.01% Exit 0 $6.68 $3M −497,315 −$3M
Holding 0.01% Exit 0 $16.19 $2M −107,054 −$2M
Holding 0.01% Exit 0 $12.42 $2M −123,360 −$2M
Holding Exit 0 $12.38 $1M −84,525 −$1M
Holding Exit 0 $5.08 $917K −180,465 −$917K
Landstar System Exit 0 $162.92 $760K −4,665 −$760K
META - Meta Platforms · CLASS A Exit 0 $120.29 $754K −6,268 −$754K
Holding · CLASS H Exit 0 $28.69 $707K −24,640 −$707K
IAC - IAC Inc Exit 0 $44.44 $498K −11,207 −$498K
ICLR - ICON Exit 0 $194.03 $403K −2,077 −$403K
IPGP - Ipg Photonics Exit 0 $94.64 $362K −3,825 −$362K
MKL - Markel Exit 0 $1,316 $296K −225 −$296K
NVR - NVR Inc Exit 0 $4,619 $291K −63 −$291K
SWKS - Skyworks Solutions Exit 0 $91.28 $272K −2,980 −$272K
EBAY - EBAY Inc Exit 0 $41.40 $257K −6,207 −$257K
OMC - Omnicom Group Exit 0 $81.67 $229K −2,804 −$229K
BKR - Baker Hughes · CLASS A Exit 0 $29.55 $225K −7,613 −$225K
HLI - Houlihan Lokey · CLASS A Exit 0 $87.08 $223K −2,561 −$223K
DELL - DELL Technologies · CLASS C Exit 0 $40.17 $200K −4,979 −$200K
F - Ford Motor Exit 0 $11.63 $174K −14,961 −$174K
DVA - Davita Exit 0 $74.85 $172K −2,298 −$172K
Holding Exit 0 $22.88 $149K −6,511 −$149K
Holding Exit 0 $3.04 $115K −37,862 −$115K
Holding Exit 0 −45,362 $—

* 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). Share change and $ change are vs 2022 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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