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

2025 Q2 2025 Q1 · filed 25 Jul · long equity

MGA - Magna Intl 5.05% Add +3.7% 29,502,929 $52.64 $1.6B +1,051,882 +$161M
CTSH - Cognizant · CL A 4.43% Add +2.2% 17,450,691 $78.03 $1.4B +375,619 +$55M
DG - Dollar Gen 4.41% Reduce −7.2% 11,848,938 $114.38 $1.4B −921,604 +$232M
BAX - Baxter Intl 3.87% Add +7.0% 39,336,485 $30.28 $1.2B +2,563,919 −$68M
C - Citigroup 3.76% Add +1.8% 13,574,700 $85.12 $1.2B +242,560 +$209M
CVS - Cvs Health 3.76% Reduce −5.3% 16,746,853 $68.98 $1.2B −935,521 −$43M
COF - Capital One Finl 3.75% Reduce −2.6% 5,421,535 $212.76 $1.2B −144,577 +$155M
CHTR - Charter Communications · CL A 3.52% Reduce −4.8% 2,650,032 $408.81 $1.1B −133,435 +$58M
HUM - Humana 3.24% Add +6.5% 4,076,667 $244.48 $997M +247,744 −$16M
SWKS - Skyworks Solutions 2.96% Add +57.3% 12,207,643 $74.52 $910M +4,444,747 +$408M
GPN - Global Pmts 2.88% Add +32.6% 11,050,253 $80.04 $884M +2,716,156 +$68M
SSNC - SS&C Technologies 2.82% Add +0.4% 10,460,579 $82.80 $866M +37,134 −$5M
WFC - Wells Fargo 2.70% Add +5.5% 10,371,812 $80.12 $831M +542,493 +$125M
UBS - UBS Group AG 2.70% Add +5.3% 30,902,392 $26.85 $830M +1,551,567 +$41M
MDT - Medtronic 2.51% Add +5.6% 8,855,291 $87.17 $772M +469,069 +$18M
TSN - Tyson Foods · CL A 2.49% Add +3.4% 13,708,700 $55.94 $767M +444,648 −$80M
MET - Metlife 2.39% Add +6.8% 9,144,635 $80.42 $735M +585,671 +$48M
LEA - LEAR 2.35% Reduce −0.8% 7,602,991 $94.98 $722M −61,809 +$46M
DOW - DOW Inc 2.33% Add +8.6% 27,091,238 $26.48 $717M +2,134,253 −$154M
BMY - Bristol-Myers Squibb 2.23% Add +10.3% 14,843,475 $46.29 $687M +1,384,649 −$134M
CRBG - Corebridge Finl 2.16% Add +132.6% 18,723,701 $35.50 $665M +10,673,099 +$411M
DOX - Amdocs 1.94% Add +2.1% 6,551,065 $91.24 $598M +132,463 +$10M
NOV - NOV Inc 1.73% Add +2.8% 42,708,890 $12.43 $531M +1,144,486 −$102M
PVH - Phillips Van Heusen 1.43% Add +4.0% 6,407,637 $68.60 $440M +246,070 +$41M
FMS - Fresenius Medical Care AG 1.36% Reduce −4.6% 14,662,982 $28.57 $419M −714,108 +$36M
TEL - Te Connectivity 1.33% Reduce −2.0% 2,418,553 $168.67 $408M −50,033 +$59M
AVT - Avnet 1.27% Add +2.9% 7,341,299 $53.08 $390M +209,003 +$47M
NOK - Nokia 1.16% Reduce −14.7% 68,662,240 $5.18 $356M −11,799,730 −$68M
BAC - Bank of America 1.01% Add +3.5% 6,576,743 $47.32 $311M +223,798 +$46M
NWL - Newell Brands 0.85% Reduce −0.7% 48,374,455 $5.40 $261M −364,156 −$41M
VOYA - VOYA Financial 0.85% Add +1.7% 3,661,257 $71.00 $260M +62,093 +$16M
SHEL - Shell 0.84% Add +2.0% 3,665,115 $70.41 $258M +72,897 −$5M
EQH - Equitable 0.77% Reduce −28.1% 4,241,210 $56.10 $238M −1,661,147 −$70M
BAP - Credicorp 0.75% Reduce −1.7% 1,027,717 $223.52 $230M −17,657 +$35M
DAL - Delta Air Lines Del 0.69% Add +1.9% 4,312,417 $49.18 $212M +80,805 +$28M
AAP - Advance Auto Parts 0.66% Add +1.9% 4,394,964 $46.49 $204M +82,456 +$35M
CI - The Cigna Group 0.56% Add +9.7% 523,600 $330.58 $173M +46,140 +$16M
PFE - Pfizer 0.52% Reduce −7.1% 6,559,114 $24.24 $159M −499,867 −$20M
KSPI - Kaspi Kz Jsc 0.46% Add +17.3% 1,680,646 $84.89 $143M +247,665 +$10M
ZTO - Zto Express Cayman 0.44% Reduce −1.4% 7,623,228 $17.75 $135M −105,374 −$18M
MHK - Mohawk Inds 0.40% Add +5.4% 1,175,775 $104.84 $123M +59,831 −$4M
CNXC - Concentrix 0.39% Reduce −0.4% 2,276,780 $52.86 $120M −10,084 −$7M
GL - Globe Life 0.38% Add +0.5% 945,983 $124.29 $118M +5,103 −$6M
Ppg Inds 0.38% Add +5.3% 1,014,004 $113.75 $115M +50,592 +$10M
MS - Morgan Stanley 0.36% Add +3.7% 791,167 $140.86 $111M +27,993 +$22M
CSCO - Cisco Sys 0.36% Reduce −12.5% 1,599,953 $69.38 $111M −229,467 −$2M
WNS 0.34% New 1,662,463 $63.24 $105M +1,662,463 +$105M
LKQ - LKQ Corp 0.34% Add +176.9% 2,785,203 $37.01 $103M +1,779,315 +$60M
JPM - Jpmorgan Chase & 0.32% Add +9.6% 342,316 $289.91 $99M +30,083 +$23M
CNO - Cno Finl Group 0.32% Reduce −0.5% 2,552,298 $38.58 $98M −12,495 −$8M

Showing top 50 of 144 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
JELD - Jeld-Wen 0.21% Exit 0 $5.97 $62M −10,311,305 −$62M
Phibro Animal Health · CL A 0.05% Exit 0 $21.36 $15M −723,830 −$15M
GILD - Gilead Sciences Exit 0 $111.95 $298K −2,662 −$298K
COR - Cencora Exit 0 $278.57 $273K −980 −$273K
EBAY - EBAY Inc Exit 0 $67.62 $261K −3,860 −$261K
Discover Finl Svcs Exit 0 $170.66 $249K −1,459 −$249K

* 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 2025 Q1. 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