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Pzena Investment Management

by Caroline Cai, CEO since 2023 asset manager

Legal name
Pzena Investment Management LLC
On record since?
Q2 2013
Filings read
53
Style
Value
Website
pzena.com
View more
CIK
0001027796
Read since
Aug 22, 2026

Q2 2026 · filed Aug 7, 2026 · $34.1B US stock · 161 positions · Diversified · Moderate turnover · Top: MGA 6.5% · HUM 5.1% · BAX 4.1%

Read the filing →

Streakslongest held · 53 quarters on record

  1. MET MetLife, Inc. 2.8%53+ quarters
  2. C Citigroup Inc. 2.3%53+ quarters
  3. WFC Wells Fargo & Co. 2.1%53+ quarters
  4. BAC Bank of America Corporation 1.1%53+ quarters
  5. AVT Avnet, Inc. 0.8%53+ quarters

17 names have been in this book every quarter on record (53). New in this book this quarter: WDAY, BEKE, EXPE, GEV, NVDA and 7 more.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$34.1B Q2 2026

Positions161 Q2 2026

Picture100.0% Q2 2026

Turnover34%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 7, 26 $34.1B · 161 positions  · 12 new · 9 exited full · Diversified 12 new · 9 exited
  2. Q1 2026 filed Apr 24, 26 $30.8B · 158 positions  · 9 new · 8 exited full · Diversified 9 new · 8 exited
  3. Q4 2025 filed Feb 6, 26 $33.4B · 157 positions  · 12 new · 9 exited full · Focused 12 new · 9 exited
  4. Q3 2025 filed Nov 7, 25 $30.9B · 154 positions  · 8 new · 6 exited full · Diversified 8 new · 6 exited
  5. Q2 2025 filed Jul 25, 25 $30.8B · 152 positions  · 12 new · 6 exited full · Diversified 12 new · 6 exited
  6. Q1 2025 filed May 2, 25 $28.6B · 146 positions  · 11 new · 17 exited full · Focused 11 new · 17 exited
  7. Q4 2024 filed Feb 7, 25 $29.4B · 152 positions  · 7 new · 12 exited full · Diversified 7 new · 12 exited
  8. Q3 2024 filed Nov 8, 24 $31.0B · 157 positions  · 8 new · 11 exited full · Diversified 8 new · 11 exited
  9. Q2 2024 filed Aug 2, 24 $28.4B · 160 positions  · 12 new · 11 exited full · Diversified 12 new · 11 exited
  10. Q1 2024 filed May 3, 24 $29.1B · 159 positions  · 8 new · 13 exited full · Diversified 8 new · 13 exited
  11. Q4 2023 filed Feb 9, 24 $26.6B · 164 positions  · 13 new · 9 exited full · Diversified 13 new · 9 exited
  12. Q3 2023 filed Nov 9, 23 $23.3B · 160 positions  · 13 new · 14 exited full · Diversified 13 new · 14 exited
  13. Q2 2023 filed Aug 4, 23 $23.4B · 161 positions  · 10 new · 12 exited full · Diversified 10 new · 12 exited
  14. Q1 2023 filed May 12, 23 $23.2B · 163 positions  · 14 new · 31 exited full · Diversified 14 new · 31 exited
  15. Q4 2022 filed Feb 3, 23 $22.6B · 180 positions  · 25 new · 20 exited full · Diversified 25 new · 20 exited
  16. Q3 2022 filed Nov 14, 22 $20.1B · 175 positions  · 11 new · 4 exited full · Diversified 11 new · 4 exited
  17. Q2 2022 filed Aug 5, 22 $22.3B · 168 positions  · 5 new · 14 exited full · Diversified 5 new · 14 exited
  18. Q1 2022 filed May 6, 22 $26.5B · 177 positions  · 18 new · 15 exited full · Diversified 18 new · 15 exited
  19. Q4 2021 filed Feb 4, 22 $26.5B · 174 positions  · 13 new · 7 exited full · Diversified 13 new · 7 exited
  20. Q3 2021 filed Nov 5, 21 $25.3B · 168 positions  · 16 new · 13 exited full · Diversified 16 new · 13 exited
  21. Q2 2021 filed Aug 6, 21 $25.7B · 165 positions  · 9 new · 14 exited full · Diversified 9 new · 14 exited
  22. Q1 2021 filed May 7, 21 $24.6B · 170 positions  · 17 new · 13 exited full · Diversified 17 new · 13 exited
  23. Q4 2020 filed Feb 5, 21 $21.2B · 166 positions  · 12 new · 13 exited full · Diversified 12 new · 13 exited
  24. Q3 2020 filed Oct 30, 20 $16.0B · 167 positions  · 12 new · 14 exited full · Diversified 12 new · 14 exited
  25. Q2 2020 filed Jul 31, 20 $15.3B · 169 positions  · 18 new · 14 exited full · Diversified 18 new · 14 exited
  26. Q1 2020 filed May 1, 20 $13.2B · 165 positions  · 16 new · 25 exited full · Diversified 16 new · 25 exited
  27. Q4 2019 filed Feb 7, 20 $21.4B · 174 positions  · 11 new · 12 exited full · Diversified 11 new · 12 exited
  28. Q3 2019 filed Nov 1, 19 $18.4B · 175 positions  · 19 new · 16 exited full · Diversified 19 new · 16 exited
  29. Q2 2019 filed Aug 2, 19 $19.0B · 172 positions  · 5 new · 4 exited full · Diversified 5 new · 4 exited
  30. Q1 2019 filed May 3, 19 $18.4B · 171 positions  · 11 new · 23 exited full · Diversified 11 new · 23 exited
  31. Q4 2018 filed Feb 8, 19 $17.1B · 183 positions  · 22 new · 22 exited full · Diversified 22 new · 22 exited
  32. Q3 2018 filed Nov 9, 18 $20.6B · 183 positions  · 38 new · 16 exited full · Diversified 38 new · 16 exited
  33. Q2 2018 filed Aug 3, 18 $19.9B · 161 positions  · 15 new · 11 exited full · Diversified 15 new · 11 exited
  34. Q1 2018 filed May 4, 18 $19.7B · 157 positions  · 12 new · 11 exited full · Diversified 12 new · 11 exited
  35. Q4 2017 filed Feb 9, 18 $20.4B · 156 positions  · 9 new · 4 exited full · Diversified 9 new · 4 exited
  36. Q3 2017 filed Nov 3, 17 $18.9B · 151 positions  · 10 new · 11 exited full · Diversified 10 new · 11 exited
  37. Q2 2017 filed Aug 4, 17 $18.3B · 152 positions  · 5 new · 8 exited full · Diversified 5 new · 8 exited
  38. Q1 2017 filed May 5, 17 $17.7B · 155 positions  · 17 new · 19 exited full · Diversified 17 new · 19 exited
  39. Q4 2016 filed Feb 10, 17 $17.5B · 157 positions  · 12 new · 7 exited full · Diversified 12 new · 7 exited
  40. Q3 2016 filed Nov 4, 16 $16.4B · 152 positions  · 14 new · 6 exited full · Diversified 14 new · 6 exited
  41. Q2 2016 filed Aug 5, 16 $16.0B · 144 positions  · 1 new · 9 exited full · Diversified 1 new · 9 exited
  42. Q1 2016 filed May 6, 16 $16.3B · 152 positions  · 12 new · 10 exited full · Diversified 12 new · 10 exited
  43. Q4 2015 filed Feb 5, 16 $16.2B · 150 positions  · 7 new · 5 exited full · Diversified 7 new · 5 exited
  44. Q3 2015 filed Nov 6, 15 $15.7B · 148 positions  · 3 new · 6 exited full · Diversified 3 new · 6 exited
  45. Q2 2015 filed Aug 7, 15 $17.7B · 151 positions  · 9 new · 9 exited full · Diversified 9 new · 9 exited
  46. Q1 2015 filed May 8, 15 $18.0B · 151 positions  · 12 new · 2 exited full · Diversified 12 new · 2 exited
  47. Q4 2014 filed Feb 6, 15 $18.7B · 141 positions  · 7 new · 10 exited full · Diversified 7 new · 10 exited
  48. Q3 2014 filed Nov 7, 14 $18.3B · 144 positions  · 6 new · 2 exited full · Diversified 6 new · 2 exited
  49. Q2 2014 filed Aug 8, 14 $18.0B · 140 positions  · 8 new · 14 exited full · Diversified 8 new · 14 exited
  50. Q1 2014 filed May 9, 14 $17.4B · 146 positions  · 20 new · 4 exited full · Diversified 20 new · 4 exited
  51. Q4 2013 filed Feb 7, 14 $17.1B · 130 positions  · 8 new · 8 exited full · Diversified 8 new · 8 exited
  52. Q3 2013 filed Nov 8, 13 $15.5B · 130 positions  · 13 new · 5 exited full · Diversified 13 new · 5 exited
  53. Q2 2013 filed Aug 9, 13 $15.0B · 122 positions  · 0 new · 0 exited full · Diversified 0 new · 0 exited

People4

  • Caroline Cai · CEO · 2023–CEO since January 2023; joined 2004, portfolio manager on international and emerging markets value. Source: 497 supplement 2023-01-03
  • Richard Pzena · CIO · 2005–Co-CIO with John Goetz since 2005. Source: DEF 14A 2019
  • John Goetz · CIO · 2005–Co-CIO; joined 1996. Source: DEF 14A 2019, pzena.com
  • Richard Pzena · founder · 1995–Founded the firm in 1995; chairman and co-CIO; CEO until the end of 2022. Source: Form ADV, DEF 14A 2019, 497 supplement 2023-01-03