LSV Asset Management
LSV Asset Management is an investment management firm headquartered in Chicago, Illinois. Founded in 1994, it specializes in value equity management and serves institutional investors, including pension funds, foundations, and corporations. The firm employs approximately 44 professionals and manages over $91 billion in assets, focusing on a quantitative approach to portfolio management.
Investment Strategy
LSV Asset Management implements a value-oriented, quantitative investment strategy. The firm utilizes sophisticated mathematical models and behavioral finance principles to identify undervalued equities with potential for outperformance. Their process combines rigorous research, systematic portfolio construction, and risk management geared toward institutional clients. LSV typically seeks to capitalize on inefficiencies in global equity markets by adhering to disciplined, empirical investment processes and striving for long-term, risk-adjusted returns.
Latest 13F Filing Activity
LSV Asset Management filed their most recent 13F report on Jun 30, 2025 disclosing 797 equity positions with a total 13F market value of $43B. The fund increased holdings in Newmont Corp., Bank of America Corp., Applied Materials Inc. among other positions. LSV Asset Management reduced exposure to Berry Global Group Inc., Discover Financial Services, NRG Energy Inc. among others.
Top Holdings
Equity Positions (797)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T T | AT&T Inc | 1.62% | $692.8M | 23,938,216 | $22.93 | $28.94 | -$40.5M |
C CSCO | Cisco Systems Inc | 1.44% | $616.1M | 8,880,766 | $27.96 | $69.38 | +$56.5M |
B BK | Bank of New York Mellon Corp/The | 1.33% | $570.3M | 6,259,101 | $46.57 | $91.11 | +$17.0M |
W WFC | Wells Fargo & Co | 1.28% | $547.3M | 6,830,700 | $42.64 | $80.12 | +$38.5M |
C C | Citigroup Inc | 1.26% | $536.4M | 6,301,862 | $46.59 | $85.12 | +$78.3M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Trader | Glenview, IL , United States | |
D Dan Newman | Partner and Sr. Trader | Chicago, IL , United States | |
E Eric Miller | Partner and Trader | Chicago, IL , United States | |
 | Partner and Portfolio Manager | Chicago, IL , United States | |
 | Partner | Elmhurst, IL , United States | |
J Jason Karceski | Partner, Portfolio Manager and Research | Chicago, IL , United States | |
 | Partner | Mokena, IL , United States | |
P Puneet Mansharamani | Portfolio Manager | Chicago, IL , United States | |
 | Partner | Naperville, IL , United States | |
A Aparna Ayyah | Quantitative Analyst | Chicago, IL , United States |