LSV Asset Management

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Assets, Funds, Holdings

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LSV Asset Management
CRD #109918
SEC #801-47689
CIK #0001050470
AUM $104.2 B (2026-03-30)
Employees 45 (33% Investors, 13% Brokers)
Phone312-460-2443
Address155 North Wacker Drive
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
13010478522601999200820172027
Type Form D Funds Date Sold ($M) AUM ($M)
Other LSV Europe Small Cap Equity Fund LP 2026-03-30 12.5
HF LSV Global Equity Market Neutral Fund LP 2026-03-30 190.5
Other LSV Global Small Micro Cap Equity Fund LP [2024-03-27] 20.7 31.8
Other LSV India Equity Fund LP [2023-03-31] 5.2 10.9
Other LSV US Managed Volatility Sri Equity Fund LP [2018-03-28] 56.2 57.0
HF LSV Enhanced Hedged Equity Fund LP 2015-03-31 123.9
Other LSV International Value Equity Trust 2015-03-31 1,220.2
Other LSV Frontier Markets Equity Fund LP [2014-03-31] 148.9 36.4
Other LSV Australia Small Cap Equity Fund LP [2012-03-30] 16.2 24.0
Other LSV Canada Small Cap Equity Fund LP [2012-03-30] 24.1 27.8
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 10 15.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 44 24.5
(g) Pension and profit sharing plans 41 5.3
(h) Charitable organizations 27 8.0
(i) State or municipal government entities 37 30.5
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 11 11.2
(m) Corporations or other businesses not listed above 46 9.4
(n) Other 0 0.0
Total 216 104.2
By Discretionary
Discretionary 216 104.2
Non-Discretionary 0 0.0
Total 216 104.2
By Non-United States Persons
Non-United States Persons 20.9
United States Persons 83.3
Total 216 104.2
Form D Directors # Filings # Firms 2011 - 2025
LSV Asset Management 21
Tremaine Atkinson 20
Josh ODonnell 19
Josh ODonnel 14
Kevin Phelan 1
Tremain Atkinson 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001050470]
SC 13G [0001050470]
Form 13D/13G Filer Form 13D/13G Subject Filed
LSV Asset Management Pelagos Insurance Capital Ltd [2026-05-12]
LSV Asset Management Upwork Inc [2026-02-05]
LSV Asset Management Dropbox Inc [2025-11-07]
LSV Asset Management Energizer Holdings Inc [2025-11-07]
LSV Asset Management Jack in the Box Inc [2025-05-01]
LSV Asset Management CSG Systems International Inc [2025-05-01]
LSV Asset Management El Pollo Loco Holdings Inc [2025-02-06]
LSV Asset Management ODP Corp [2025-02-06]
LSV Asset Management Jack in the Box Inc [2024-02-09]
LSV Asset Management Haverty Furniture Companies Inc [2024-02-09]
LSV Asset Management Hibbett Inc [2024-02-09]
LSV Asset Management Covenant Logistics Group Inc [2024-02-09]
LSV Asset Management Immersion Corp [2024-02-09]
LSV Asset Management Xerox Holdings Corp [2024-02-09]
LSV Asset Management Ironwood Pharmaceuticals Inc [2023-02-10]
LSV Asset Management Greif Inc [2023-02-10]
LSV Asset Management Hibbett Inc [2023-02-10]
LSV Asset Management Haverty Furniture Companies Inc [2023-02-10]
LSV Asset Management Ingles Markets Inc [2022-02-11]
LSV Asset Management Greif Inc [2022-02-11]
LSV Asset Management AMC Networks Inc [2022-02-11]
LSV Asset Management Big Lots Inc [2022-02-11]
LSV Asset Management Hibbett Inc [2022-02-11]
LSV Asset Management City Office REIT Inc [2021-02-11]
LSV Asset Management Greif Inc [2021-02-11]
LSV Asset Management AMC Networks Inc [2021-02-11]
LSV Asset Management Big 5 Sporting Goods Corp [2021-02-11]
LSV Asset Management Dillard's Inc [2021-02-11]
LSV Asset Management Haverty Furniture Companies Inc [2021-02-11]
LSV Asset Management Dick's Sporting Goods Inc [2021-02-11]
LSV Asset Management Deluxe Corp [2021-02-11]
LSV Asset Management Ingles Markets Inc [2021-02-11]
LSV Asset Management Entercom Communications Corp [2021-02-11]
LSV Asset Management Big Lots Inc [2021-02-11]
LSV Asset Management Dick's Sporting Goods Inc [2020-02-11]
LSV Asset Management Brinker International Inc [2020-02-11]
LSV Asset Management AMC Networks Inc [2020-02-11]
LSV Asset Management Ingles Markets Inc [2020-02-11]
LSV Asset Management Big Lots Inc [2020-02-11]
LSV Asset Management Trinseo Sa [2020-02-11]
LSV Asset Management Wabash National Corp [2020-02-11]
LSV Asset Management Haverty Furniture Companies Inc [2020-02-11]
LSV Asset Management Entercom Communications Corp [2020-02-11]
LSV Asset Management Deluxe Corp [2020-02-11]
LSV Asset Management Dillard's Inc [2020-02-11]
LSV Asset Management Federal Agricultural Mortgage Corp [2020-02-11]
LSV Asset Management Piedmont Office Realty Trust Inc [2020-02-11]
LSV Asset Management Meritor Inc [2020-02-11]
LSV Asset Management Lannett Co Inc [2020-02-11]
LSV Asset Management Shoe Carnival Inc [2020-02-11]
LSV Asset Management Foot Locker Inc [2020-02-11]
LSV Asset Management Cabot Corp [2020-02-11]
LSV Asset Management Domtar Corp [2020-02-11]
LSV Asset Management Vectrus Inc [2020-02-11]
LSV Asset Management ACCO Brands Corp [2020-02-11]
LSV Asset Management Ethan Allen Interiors Inc [2020-02-11]
LSV Asset Management Nautilus Inc [2019-02-13]
LSV Asset Management Brinker International Inc [2019-02-13]
LSV Asset Management Sonic Automotive Inc [2019-02-13]
LSV Asset Management Dicks Sporting Goods Inc [2019-02-13]
LSV Asset Management Big Lots Inc [2019-02-13]
LSV Asset Management Ingles Markets Inc [2019-02-13]
LSV Asset Management Federal Agricultural Mortgage Corp [2019-02-13]
LSV Asset Management AMC Networks Inc [2019-02-13]
LSV Asset Management Wabash National Corp /DE [2019-02-13]
LSV Asset Management Dillard's Inc [2019-02-13]
LSV Asset Management Meritor Inc [2019-02-13]
LSV Asset Management Haverty Furniture Companies Inc [2019-02-13]
LSV Asset Management Corenergy Infrastructure Trust Inc [2019-02-13]
LSV Asset Management Briggs & Stratton Corp [2019-02-13]
LSV Asset Management Foreign Trade Bank of Latin America Inc [2019-02-13]
LSV Asset Management Piedmont Office Realty Trust Inc [2019-02-13]
LSV Asset Management Trinseo Sa [2019-02-13]
LSV Asset Management Vectrus Inc [2019-02-13]
LSV Asset Management Cirrus Logic Inc [2019-02-13]
LSV Asset Management Beazer Homes USA Inc [2019-02-13]
LSV Asset Management HCI Group Inc [2019-02-13]
LSV Asset Management Hyster-Yale Materials Handling Inc [2019-02-13]
LSV Asset Management US Silica Holdings Inc [2019-02-13]
LSV Asset Management Vishay Intertechnology Inc [2019-02-13]
LSV Asset Management Kulicke & Soffa Industries Inc [2019-02-13]
LSV Asset Management Shoe Carnival Inc [2019-02-13]
LSV Asset Management Lannett Co Inc [2019-02-13]
LSV Asset Management Sanmina Corp [2019-02-13]
LSV Asset Management Deluxe Corp [2019-02-13]
LSV Asset Management City Office REIT Inc [2019-02-13]
LSV Asset Management Gulfport Energy Corp [2019-02-13]
LSV Asset Management Cooper-Standard Holdings Inc [2019-02-13]
LSV Asset Management Schweitzer Mauduit International Inc [2019-02-13]
LSV Asset Management Winnebago Industries Inc [2019-02-13]
LSV Asset Management Beazer Homes USA Inc [2019-02-13]
LSV Asset Management Tower International Inc [2019-02-13]
LSV Asset Management Huntsman Corp [2019-02-13]
LSV Asset Management Cooper Tire & Rubber Co [2019-02-13]
LSV Asset Management Global Brass & Copper Holdings Inc [2019-02-13]
LSV Asset Management Haverty Furniture Companies Inc [2018-02-13]
LSV Asset Management Wabash National Corp /DE [2018-02-13]
LSV Asset Management Vishay Intertechnology Inc [2018-02-13]
LSV Asset Management Vectrus Inc [2018-02-13]
LSV Asset Management Trinseo Sa [2018-02-13]
LSV Asset Management Tower International Inc [2018-02-13]
LSV Asset Management Sucampo Pharmaceuticals Inc [2018-02-13]
LSV Asset Management Sonic Automotive Inc [2018-02-13]
LSV Asset Management Schweitzer Mauduit International Inc [2018-02-13]
LSV Asset Management Sanmina Corp [2018-02-13]
LSV Asset Management Renewable Energy Group Inc [2018-02-13]
LSV Asset Management Regional Management Corp [2018-02-13]
LSV Asset Management Meritor Inc [2018-02-13]
LSV Asset Management Medallion Financial Corp [2018-02-13]
LSV Asset Management McDermott International Inc [2018-02-13]
LSV Asset Management Matrix Service Co [2018-02-13]
LSV Asset Management Lifepoint Health Inc [2018-02-13]
LSV Asset Management Kulicke & Soffa Industries Inc [2018-02-13]
LSV Asset Management Jernigan Capital Inc [2018-02-13]
LSV Asset Management Integer Holdings Corp [2018-02-13]
LSV Asset Management Ingles Markets Inc [2018-02-13]
LSV Asset Management Hyster-Yale Materials Handling Inc [2018-02-13]
LSV Asset Management HCI Group Inc [2018-02-13]
LSV Asset Management Global Brass & Copper Holdings Inc [2018-02-13]
LSV Asset Management Federal Agricultural Mortgage Corp [2018-02-13]
LSV Asset Management Dillard's Inc [2018-02-13]
LSV Asset Management Corenergy Infrastructure Trust Inc [2018-02-13]
LSV Asset Management Convergys Corp [2018-02-13]
LSV Asset Management Cirrus Logic Inc [2018-02-13]
LSV Asset Management Brinker International Inc [2018-02-13]
LSV Asset Management Briggs & Stratton Corp [2018-02-13]
LSV Asset Management Big 5 Sporting Goods Corp [2018-02-13]
LSV Asset Management Big Lots Inc [2018-02-13]
LSV Asset Management Foreign Trade Bank of Latin America Inc [2018-02-13]
LSV Asset Management Federal Agricultural Mortgage Corp [2017-02-14]
LSV Asset Management Supervalu Inc [2017-02-06]
LSV Asset Management Tower International Inc [2017-02-06]
LSV Asset Management Schweitzer Mauduit International Inc [2017-02-06]
LSV Asset Management Regional Management Corp [2017-02-06]
LSV Asset Management Clearwater Paper Corp [2017-02-06]
LSV Asset Management Carriage Services Inc [2017-02-06]
LSV Asset Management Beazer Homes USA Inc [2017-02-06]
LSV Asset Management Cabot Corp [2017-02-06]
LSV Asset Management Lexington Realty Trust [2017-02-06]
LSV Asset Management Briggs & Stratton Corp [2017-02-06]
LSV Asset Management Triumph Group Inc [2017-02-06]
LSV Asset Management Big Lots Inc [2017-02-06]
LSV Asset Management Brinker International Inc [2017-02-06]
LSV Asset Management DHT Holdings Inc [2017-02-06]
LSV Asset Management Hyster-Yale Materials Handling Inc [2017-02-06]
LSV Asset Management Meritor Inc [2017-02-06]
LSV Asset Management Omega Protein Corp [2017-02-06]
LSV Asset Management Foreign Trade Bank of Latin America Inc [2017-02-06]
LSV Asset Management Dean Foods Co [2017-02-06]
LSV Asset Management Wabash National Corp /DE [2017-02-06]
LSV Asset Management Sonic Automotive Inc [2017-02-06]
LSV Asset Management Matrix Service Co [2017-02-06]
LSV Asset Management Ingles Markets Inc [2017-02-06]
LSV Asset Management Fonar Corp [2017-02-06]
LSV Asset Management Medallion Financial Corp [2017-02-06]
LSV Asset Management Universal Corp /VA/ [2017-02-06]
LSV Asset Management Vishay Intertechnology Inc [2017-02-06]
LSV Asset Management Cooper Tire & Rubber Co [2016-02-12]
LSV Asset Management Foreign Trade Bank of Latin America Inc [2016-02-12]
LSV Asset Management Big 5 Sporting Goods Corp [2016-02-12]
LSV Asset Management Big Lots Inc [2016-02-12]
LSV Asset Management Brocade Communications Systems Inc [2016-02-12]
LSV Asset Management Cal-Maine Foods Inc [2016-02-12]
LSV Asset Management CSG Systems International Inc [2016-02-12]
LSV Asset Management DHT Holdings Inc [2016-02-12]
LSV Asset Management Hyster-Yale Materials Handling Inc [2016-02-12]
LSV Asset Management Lexmark International Inc /KY/ [2016-02-12]
LSV Asset Management Medallion Financial Corp [2016-02-12]
LSV Asset Management Meritor Inc [2016-02-12]
LSV Asset Management Netgear Inc [2016-02-12]
LSV Asset Management Omega Protein Corp [2016-02-12]
LSV Asset Management Supervalu Inc [2016-02-12]
LSV Asset Management TAL International Group Inc [2016-02-12]
LSV Asset Management Universal Corp /VA/ [2016-02-12]
LSV Asset Management Validus Holdings Ltd [2016-02-12]
LSV Asset Management Vishay Intertechnology Inc [2016-02-12]
LSV Asset Management World Acceptance Corp [2016-02-12]
LSV Asset Management Brinker International Inc [2016-02-12]
LSV Asset Management AGCO Corp /DE [2016-02-12]
LSV Asset Management Select Medical Holdings Corp [2015-03-30]
LSV Asset Management Parker Drilling Co /DE/ [2015-02-12]
LSV Asset Management Select Medical Corp [2015-02-12]
LSV Asset Management TAL International Group Inc [2015-02-12]
LSV Asset Management Validus Holdings Ltd [2015-02-12]
LSV Asset Management Vishay Intertechnology Inc [2015-02-12]
LSV Asset Management Warren Resources Inc [2015-02-12]
LSV Asset Management AGCO Corp /DE [2015-02-12]
LSV Asset Management Omega Protein Corp [2015-02-12]
LSV Asset Management Nacco Industries Inc [2015-02-12]
LSV Asset Management Big Lots Inc [2015-02-12]
LSV Asset Management Cooper Tire & Rubber Co [2015-02-12]
LSV Asset Management Hyster-Yale Materials Handling Inc [2015-02-12]
LSV Asset Management Ingredion Inc [2015-02-12]
LSV Asset Management Lexmark International Inc /KY/ [2015-02-12]
LSV Asset Management Meritor Inc [2015-02-12]
LSV Asset Management Montpelier RE Holdings Ltd [2015-02-12]
LSV Asset Management Vishay Intertechnology Inc [2014-03-19]
LSV Asset Management Greenbrier Companies Inc [2014-02-10]
LSV Asset Management Lexmark International Inc /KY/ [2014-02-10]
LSV Asset Management Montpelier RE Holdings Ltd [2014-02-10]
LSV Asset Management Nacco Industries Inc [2014-02-10]
LSV Asset Management Omega Protein Corp [2014-02-10]
LSV Asset Management Pharmerica Corp [2014-02-10]
LSV Asset Management Photomedex Inc [2014-02-10]
LSV Asset Management Telecommunication Systems Inc /FA/ [2014-02-10]
LSV Asset Management USA Mobility Inc [2014-02-10]
LSV Asset Management Big Lots Inc [2014-02-10]
LSV Asset Management Comtech Telecommunications Corp /DE/ [2014-02-10]
LSV Asset Management AGCO Corp /DE [2014-02-07]
LSV Asset Management Lexmark International Inc /KY/ [2013-02-13]
LSV Asset Management Pharmerica Corp [2013-02-13]
LSV Asset Management Vishay Intertechnology Inc [2013-02-13]
LSV Asset Management Usana Health Sciences Inc [2013-02-13]
LSV Asset Management CSG Systems International Inc [2013-02-13]
LSV Asset Management GT Advanced Technologies Inc [2013-02-13]
LSV Asset Management Jones Group Inc [2013-02-13]
LSV Asset Management Nacco Industries Inc [2013-02-13]
LSV Asset Management Hyster-Yale Materials Handling Inc [2013-02-13]
LSV Asset Management United Therapeutics Corp [2013-02-13]
LSV Asset Management Greatbatch Inc [2013-02-13]
LSV Asset Management American Greetings Corp [2013-02-13]
LSV Asset Management Comtech Telecommunications Corp /DE/ [2013-02-13]
LSV Asset Management Miller Industries Inc /TN/ [2013-02-13]
LSV Asset Management Boise Inc [2013-02-13]
LSV Asset Management Omega Protein Corp [2013-02-13]
LSV Asset Management Big Lots Inc [2013-02-13]
LSV Asset Management Montpelier RE Holdings Ltd [2013-02-13]
LSV Asset Management USA Mobility Inc [2013-02-13]
LSV Asset Management NN Inc [2013-02-13]
LSV Asset Management Vishay Intertechnology Inc [2012-02-15]
LSV Asset Management Schulman A Inc [2012-02-08]
LSV Asset Management Radioshack Corp [2012-02-08]
LSV Asset Management Scholastic Corp [2012-02-08]
LSV Asset Management Sinclair Broadcast Group Inc [2012-02-08]
LSV Asset Management Skilled Healthcare Group Inc [2012-02-08]
LSV Asset Management Stone Energy Corp [2012-02-08]
LSV Asset Management Supervalu Inc [2012-02-08]
LSV Asset Management Tower Group Inc [2012-02-08]
LSV Asset Management United Online Inc [2012-02-08]
LSV Asset Management Montpelier RE Holdings Ltd [2012-02-03]
LSV Asset Management NN Inc [2012-02-03]
LSV Asset Management Nacco Industries Inc [2012-02-03]
LSV Asset Management Omega Protein Corp [2012-02-03]
LSV Asset Management Par Pharmaceutical Companies Inc [2012-02-03]
LSV Asset Management Jones Group Inc [2012-02-02]
LSV Asset Management Harris Corp /DE/ [2012-02-02]
LSV Asset Management GT Advanced Technologies Inc [2012-02-02]
LSV Asset Management CSG Systems International Inc [2012-02-02]
LSV Asset Management Central Garden & Pet Co [2012-02-02]
LSV Asset Management American Financial Group Inc [2012-02-02]
LSV Asset Management American Greetings Corp [2012-02-02]
LSV Asset Management American Financial Group Inc [2012-02-02]
LSV Asset Management Albany International Corp /DE/ [2012-02-02]
LSV Asset Management Aircastle Ltd [2012-02-02]
LSV Asset Management Lexmark International Inc /KY/ [2012-02-02]
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