LSV Asset Management

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LSV Asset Management ✚
CRD #	109918
SEC #	801-47689
CIK #	0001050470
AUM	$91.1 B (2025-03-28)
Employees	44 (32% Investors, 14% Brokers)
Phone	312-460-2443
Address	155 North Wacker Drive Chicago, IL 60606
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Piedmont Office Realty Trust Inc	0.0
	Suncoke Energy Inc	0.0
	Carriage Services Inc	0.0
	New Mountain Finance Corp	0.0
	Wesco International Inc	0.0
	Spartan Stores Inc	0.0
	Sally Beauty Holdings Inc	0.0
	Synovus Financial Corp	0.0
	Inmode Ltd	0.0
	National Oilwell Varco Inc	0.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	LSV Global Small Micro Cap Equity Fund LP	[2024-03-27]	20.7	19.4
Other	LSV India Equity Fund LP	[2023-03-31]	5.2	10.5
Other	LSV US Managed Volatility Sri Equity Fund LP	[2018-03-28]	56.2	51.3
HF	LSV Enhanced Hedged Equity Fund LP	2015-03-31		98.9
Other	LSV International Value Equity Trust	2015-03-31		772.8
Other	LSV Frontier Markets Equity Fund LP	[2014-03-31]	148.9	221.9
Other	LSV Australia Small Cap Equity Fund LP	[2012-03-30]	16.2	17.2
Other	LSV Canada Small Cap Equity Fund LP	[2012-03-30]	24.1	18.3
Other	LSV Emerging Markets Equity Fund LP	2012-03-30		2,187.8
Other	LSV Emerging Markets Small Cap Equity Fund LP	[2012-03-30]	676.6	262.2
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	11	14.5
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	41	20.8
(g) Pension and profit sharing plans	49	4.6
(h) Charitable organizations	34	7.5
(i) State or municipal government entities	40	25.6
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	11	8.2
(m) Corporations or other businesses not listed above	60	9.8
(n) Other	0	0.0
Total	246	91.1
By Discretionary
Discretionary	246	91.1
Non-Discretionary	0	0.0
Total	246	91.1
By Non-United States Persons
Non-United States Persons		16.6
United States Persons		74.4
Total	246	91.1

Form D Directors	# Filings	# Firms	2011 - 2025
Tremaine Atkinson	20
LSV Asset Management	19
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	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	Immersion Corp	[2024-02-09]
LSV Asset Management	Jack in the Box Inc	[2024-02-09]
LSV Asset Management	Xerox Holdings Corp	[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	Haverty Furniture Companies Inc	[2023-02-10]
LSV Asset Management	Greif Inc	[2023-02-10]
LSV Asset Management	Hibbett Inc	[2023-02-10]
LSV Asset Management	Ironwood Pharmaceuticals Inc	[2023-02-10]
LSV Asset Management	Hibbett Inc	[2022-02-11]
LSV Asset Management	Ingles Markets Inc	[2022-02-11]
LSV Asset Management	Big Lots Inc	[2022-02-11]
LSV Asset Management	AMC Networks Inc	[2022-02-11]
LSV Asset Management	Greif Inc	[2022-02-11]
LSV Asset Management	Dillard's Inc	[2021-02-11]
LSV Asset Management	Dick's Sporting Goods Inc	[2021-02-11]
LSV Asset Management	Haverty Furniture Companies Inc	[2021-02-11]
LSV Asset Management	Deluxe Corp	[2021-02-11]
LSV Asset Management	Ingles Markets Inc	[2021-02-11]
LSV Asset Management	City Office REIT Inc	[2021-02-11]
LSV Asset Management	Big Lots Inc	[2021-02-11]
LSV Asset Management	Entercom Communications Corp	[2021-02-11]
LSV Asset Management	AMC Networks Inc	[2021-02-11]
LSV Asset Management	Greif Inc	[2021-02-11]
LSV Asset Management	Big 5 Sporting Goods Corp	[2021-02-11]
LSV Asset Management	Piedmont Office Realty Trust Inc	[2020-02-11]
LSV Asset Management	Brinker International Inc	[2020-02-11]
LSV Asset Management	Dick's Sporting Goods 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	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	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	Beazer Homes USA Inc	[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	Convergys Corp	[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	Haverty Furniture Companies 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	Foreign Trade Bank of Latin America Inc	[2018-02-13]
LSV Asset Management	Big Lots Inc	[2018-02-13]
LSV Asset Management	Big 5 Sporting Goods Corp	[2018-02-13]
LSV Asset Management	Briggs & Stratton Corp	[2018-02-13]
LSV Asset Management	Brinker International Inc	[2018-02-13]
LSV Asset Management	Cirrus Logic Inc	[2018-02-13]
LSV Asset Management	Wabash National Corp /DE	[2018-02-13]
LSV Asset Management	Federal Agricultural Mortgage Corp	[2017-02-14]
LSV Asset Management	Big Lots Inc	[2017-02-06]
LSV Asset Management	Triumph Group Inc	[2017-02-06]
LSV Asset Management	Briggs & Stratton Corp	[2017-02-06]
LSV Asset Management	Lexington Realty Trust	[2017-02-06]
LSV Asset Management	Cabot Corp	[2017-02-06]
LSV Asset Management	Beazer Homes USA Inc	[2017-02-06]
LSV Asset Management	Carriage Services Inc	[2017-02-06]
LSV Asset Management	Clearwater Paper Corp	[2017-02-06]
LSV Asset Management	Regional Management Corp	[2017-02-06]
LSV Asset Management	Schweitzer Mauduit International Inc	[2017-02-06]
LSV Asset Management	Tower International Inc	[2017-02-06]
LSV Asset Management	Fonar Corp	[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	Medallion Financial Corp	[2017-02-06]
LSV Asset Management	Vishay Intertechnology Inc	[2017-02-06]
LSV Asset Management	Universal Corp /VA/	[2017-02-06]
LSV Asset Management	Supervalu Inc	[2017-02-06]
LSV Asset Management	Foreign Trade Bank of Latin America Inc	[2017-02-06]
LSV Asset Management	Omega Protein Corp	[2017-02-06]
LSV Asset Management	Meritor Inc	[2017-02-06]
LSV Asset Management	Hyster-Yale Materials Handling Inc	[2017-02-06]
LSV Asset Management	DHT Holdings Inc	[2017-02-06]
LSV Asset Management	Brinker International Inc	[2017-02-06]
LSV Asset Management	World Acceptance Corp	[2016-02-12]
LSV Asset Management	AGCO Corp /DE	[2016-02-12]
LSV Asset Management	Brinker International Inc	[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	Cooper Tire & Rubber Co	[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	Select Medical Holdings Corp	[2015-03-30]
LSV Asset Management	AGCO Corp /DE	[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	Nacco Industries Inc	[2015-02-12]
LSV Asset Management	Omega Protein Corp	[2015-02-12]
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	Vishay Intertechnology Inc	[2014-03-19]
LSV Asset Management	Photomedex 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	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	Telecommunication Systems Inc /FA/	[2014-02-10]
LSV Asset Management	USA Mobility Inc	[2014-02-10]
LSV Asset Management	AGCO Corp /DE	[2014-02-07]
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	Omega Protein Corp	[2013-02-13]
LSV Asset Management	Boise Inc	[2013-02-13]
LSV Asset Management	NN Inc	[2013-02-13]
LSV Asset Management	USA Mobility Inc	[2013-02-13]
LSV Asset Management	Montpelier RE Holdings Ltd	[2013-02-13]
LSV Asset Management	Big Lots Inc	[2013-02-13]
LSV Asset Management	Miller Industries Inc /TN/	[2013-02-13]
LSV Asset Management	Pharmerica Corp	[2013-02-13]
LSV Asset Management	Lexmark International Inc /KY/	[2013-02-13]
LSV Asset Management	Comtech Telecommunications Corp /DE/	[2013-02-13]
LSV Asset Management	Vishay Intertechnology Inc	[2012-02-15]
LSV Asset Management	Tower Group Inc	[2012-02-08]
LSV Asset Management	Radioshack Corp	[2012-02-08]
LSV Asset Management	Scholastic Corp	[2012-02-08]
LSV Asset Management	Schulman A Inc	[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	United Online Inc	[2012-02-08]
LSV Asset Management	Par Pharmaceutical Companies Inc	[2012-02-03]
LSV Asset Management	Montpelier RE Holdings Ltd	[2012-02-03]
LSV Asset Management	Nacco Industries Inc	[2012-02-03]
LSV Asset Management	NN Inc	[2012-02-03]
LSV Asset Management	Omega Protein Corp	[2012-02-03]
LSV Asset Management	American Financial Group Inc	[2012-02-02]
LSV Asset Management	American Greetings Corp	[2012-02-02]
LSV Asset Management	Central Garden & Pet Co	[2012-02-02]
LSV Asset Management	CSG Systems International Inc	[2012-02-02]
LSV Asset Management	GT Advanced Technologies Inc	[2012-02-02]
LSV Asset Management	Jones Group Inc	[2012-02-02]
LSV Asset Management	Harris Corp /DE/	[2012-02-02]
LSV Asset Management	Lexmark International Inc /KY/	[2012-02-02]
LSV Asset Management	Aircastle Ltd	[2012-02-02]
LSV Asset Management	Albany International Corp /DE/	[2012-02-02]
LSV Asset Management	American Financial Group Inc	[2012-02-02]

Comparable Firms	State	AUM ($B)
MFS Institutional Advisors Inc ✚	MA	111.8
Boston Partners Global Investors Inc ✚	MA	98.3
Harris Associates LP ✚	IL	93.8
DoubleLine Capital LP ✚	FL	90.1
Eaton Vance Management ✚	MA	84.9
RBC Global Asset Management US Inc ✚	MN	76.5
William Blair Investment Management LLC ✚	IL	71.6
City National Rochdale LLC ✚	NY	68.2
Brandywine Global Investment Management LLC ✚	PA	66.4
Pzena Investment Management LLC ✚	NY	63.7

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LSV Asset Management

Assets, Funds, Holdings