Arkolith/Funds/Pzena Investment Management LLC

Pzena Investment Management LLC

CIK 1027796Asset manager
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Pzena Investment Management LLC holds a diversified book of 161 stocks worth $34.1B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Workday Inc-Class A and trimmed Magna International Inc. Their largest long position is Magna International Inc at 7% of the equity book.

Opened
20
bought for the first time
Added to
71
already held, bought more
Trimmed
70
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
38%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
25%
Consumer Discretionary
18%
Health Care
16%
Information Technology
13%
Industrials
12%
Consumer Staples
7%
Materials
5%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Pzena Investment Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$377.5B
MORGAN STANLEY80 / 80$81.8B
JPMORGAN CHASE & CO80 / 80$81.7B
BANK OF AMERICA CORP /DE/80 / 80$66.2B
GOLDMAN SACHS GROUP INC80 / 80$40.2B
AMERIPRISE FINANCIAL INC80 / 80$31.8B
UBS Group AG80 / 80$29.5B
ROYAL BANK OF CANADA80 / 80$26.2B

Ranked by how many of Pzena Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

161 positions
#SecurityValueShares% PortLast moveHistory
1Magna Intl Inc
COM
$2.2B23.88M
6.5%
−5.7%
Reduced · −1.4M sh
2Humana Inc
COM
$1.7B4.40M
5.1%
−20%
Reduced · −1.1M sh
3Baxter Intl Inc
COM
$1.4B65.30M
4.1%
+1.2%
Added · +768K sh
4CVS Health Corp
COM
$1.2B11.77M
3.6%
−15%
Reduced · −2.0M sh
5Dollar Gen Corp
COM
$1.2B10.22M
3.5%
+48%
Added · +3.3M sh
6Skyworks Solutions Inc
COM
$1.1B15.97M
3.2%
−0.8%
Reduced · −135K sh
7Cognizant Technology Solutio
CL A
$1.0B26.53M
3.0%
+31%
Added · +6.3M sh
8Bristol-Myers Squibb Co
COM
$979.9M17.01M
2.9%
−0.5%
Reduced · −89K sh
9Tyson Foods Inc
CL A
$974.2M17.02M
2.9%
−0.8%
Reduced · −139K sh
10Corebridge Finl Inc
COM
$967.4M33.79M
2.8%
+25%
Added · +6.7M sh
11PPG Inds Inc
COM
$947.0M7.81M
2.8%
+4.4%
Added · +329K sh
12Metlife Inc
COM
$941.8M11.13M
2.8%
−1.5%
Reduced · −173K sh
13Capital One Finl Corp
COM
$921.6M4.59M
2.7%
+0.3%
Added · +14K sh
14UBS Group AG
SHS
$905.5M22.60M
2.7%
−15%
Reduced · −3.9M sh
15Lear Corp
COM NEW
$889.9M6.64M
2.6%
−1.8%
Reduced · −120K sh
16Global PMTS Inc
COM
$848.3M11.69M
2.5%
+0.7%
Added · +76K sh
17Citigroup Inc
COM NEW
$776.6M5.55M
2.3%
−32%
Reduced · −2.6M sh
18Wells Fargo & Co
COM
$729.5M8.83M
2.1%
+0.6%
Added · +54K sh
19Amdocs Ltd
SHS
$706.8M13.99M
2.1%
+10%
Added · +1.3M sh
20SS&C Tech Hldgs
COM
$684.8M11.04M
2.0%
+14%
Added · +1.3M sh
21Nov Inc
COM
$674.8M36.38M
2.0%
−3.1%
Reduced · −1.2M sh
22Accenture PLC Ireland
SHS CLASS A
$639.9M5.14M
1.9%
+114%
Added · +2.7M sh
23PVH Corporation
COM
$444.6M5.99M
1.3%
+3.8%
Added · +218K sh
24LKQ Corp
COM
$398.7M15.14M
1.2%
+143%
Added · +8.9M sh
25CDW Corp
COM
$371.1M2.64M
1.1%
+137%
Added · +1.5M sh
26Bank Of Amer Corp
COM
$359.6M6.31M
1.1%
−1.7%
Reduced · −112K sh
27Dow Hldgs Inc
COM
$342.2M12.51M
1.0%
−34%
Reduced · −6.4M sh
28Fresenius Medical Care AG
SPONSORED ADR
$339.0M14.99M
1.0%
−0.4%
Reduced · −61K sh
29Credicorp Ltd
COM
$325.9M836.6K
1.0%
−8.3%
Reduced · −75K sh
30Voya Financial Inc
COM
$319.5M3.53M
0.9%
−3.9%
Reduced · −143K sh
31Newell Brands Inc
COM
$294.7M47.99M
0.9%
+0.4%
Added · +188K sh
32Universal HLTH Svcs Inc
CL B
$292.8M1.97M
0.9%
+3.0%
Added · +57K sh
33Avnet Inc
COM
$277.2M3.12M
0.8%
−45%
Reduced · −2.6M sh
34Advance Auto Parts Inc
COM
$273.1M4.39M
0.8%
+2.0%
Added · +88K sh
35Kaspi KZ JSC
SPONSORED ADS
$266.1M3.07M
0.8%
+15%
Added · +400K sh
36Medtronic PLC
SHS
$246.3M3.15M
0.7%
−0.3%
Reduced · −9K sh
37Delta Air Lines Inc
COM NEW
$245.3M2.62M
0.7%
−6.7%
Reduced · −189K sh
38Equitable Hldgs Inc
COM
$244.1M5.56M
0.7%
+25%
Added · +1.1M sh
39Globe Life Inc
COM
$242.3M1.36M
0.7%
+32%
Added · +330K sh
40Workday Inc
CL A
$241.3M1.97M
0.7%
New
New position
41Spectrum Brands Holdings Inc
COM
$207.6M2.42M
0.6%
+3.5%
Added · +82K sh
42Magnum Ice Cream Co NV
ORD SHS
$201.1M13.20M
0.6%
+88%
Added · +6.2M sh
43Shell PLC
SPON ADS
$200.1M2.58M
0.6%
−19%
Reduced · −615K sh
44Robert Half Inc.
COM
$191.0M6.22M
0.6%
+4.3%
Added · +256K sh
45Zto Express Cayman Inc
SPONSORED ADS A
$163.9M7.32M
0.5%
−1.9%
Reduced · −139K sh
46Masterbrand Inc
COMMON STOCK
$157.7M15.33M
0.5%
+302%
Added · +11.5M sh
47The Cigna Group
COM
$154.9M562.0K
0.5%
−2.8%
Reduced · −16K sh
48Cisco Sys Inc
COM
$150.5M1.28M
0.4%
−2.1%
Reduced · −27K sh
49Pfizer Inc
COM
$143.5M5.96M
0.4%
+0.6%
Added · +34K sh
50Mohawk Inds Inc
COM
$138.7M1.14M
0.4%
−0.9%
Reduced · −10K sh
Showing 50 of 161 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Pzena Investment Management LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1027796/holdings"
Ask your agent
Use Arkolith to show PZENA INVESTMENT MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026195$34.1B13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026192$30.8B13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026189$33.4B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025186$30.9B13F-HR
Q2 2025Jun 30, 2025Jul 25, 2025184$30.8B13F-HR
Q1 2025Mar 31, 2025May 2, 2025178$28.6B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025184$29.4B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024191$31.0B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024194$28.4B13F-HR
Q1 2024Mar 31, 2024May 3, 2024220$29.1B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024222$26.6B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023165$23.3B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023166$23.4B13F-HR
Q1 2023Mar 31, 2023May 12, 2023168$23.2B13F-HR
Q4 2022Dec 31, 2022Feb 3, 2023186$22.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022181$20.1B13F-HR/A
Q2 2022Jun 30, 2022Aug 5, 2022173$22.3B13F-HR
Q1 2022Mar 31, 2022May 6, 2022182$26.5B13F-HR
Q4 2021Dec 31, 2021Feb 4, 2022179$26.5B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021173$25.3B13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021170$25.7B13F-HR
Q1 2021Mar 31, 2021May 7, 2021175$24.6B13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021171$21.2B13F-HR
Amended / restated
  • Q3 2022 · filed Nov 4, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.