Penske Automotive Group, Inc.
PAG- Exchange
- NYSE
- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001019849
No open-market purchases or sales by Penske Automotive Group, Inc. insiders were filed in the last 90 days; 396 institutions reported holding it in 13F filings for Q2 2026, worth $3.32B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Penske Automotive Group, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 313
- +30 vs. Q3 2021
- Shares held
- 25.0M
- −1.55M (−5.8%) vs. Q3 2021
- Total value
- $2.68B
- +$10.9M (+0.4%) vs. Q3 2021
- New holders
- 66
- 77 more added
- Sold out
- 36
- 121 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 396 | $3.32B |
| Q1 2026 | 376 | $2.65B |
| Q4 2025 | 396 | $2.73B |
| Q3 2025 | 387 | $2.93B |
| Q2 2025 | 368 | $2.89B |
| Q1 2025 | 390 | $2.34B |
| Q4 2024 | 373 | $2.45B |
| Q3 2024 | 371 | $2.59B |
| Q2 2024 | 351 | $2.53B |
| Q1 2024 | 361 | $2.85B |
| Q4 2023 | 365 | $2.78B |
| Q3 2023 | 355 | $3.02B |
| Q2 2023 | 348 | $3.08B |
| Q1 2023 | 333 | $2.88B |
| Q4 2022 | 325 | $2.42B |
| Q3 2022 | 319 | $2.32B |
| Q2 2022 | 327 | $2.57B |
| Q1 2022 | 320 | $2.29B |
| Q4 2021 | 313 | $2.68B |
| Q3 2021 | 286 | $2.67B |
| Q2 2021 | 269 | $2.14B |
| Q1 2021 | 250 | $2.35B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $0 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $2.00K | 0.00% | +4+30.8% | Added |
| Lenox Wealth Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Ellevest, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Schubert & Co | 19 | $2.00K | 0.00% | +19 | New |
| Snowden Capital Advisors LLC | 26 | $2.00K | 0.00% | +26 | New |
| Rise Advisors, LLC | 25 | $2.69K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Covington Capital Management | 35 | $4.00K | 0.00% | −15−30.0% | Reduced |
| BerganKDV Wealth Management, LLC | 41 | $4.00K | 0.00% | +1+2.5% | Added |
| West Paces Advisors Inc. | 49 | $5.25K | 0.00% | +5+11.4% | Added |
| Bell Investment Advisors, Inc | 60 | $6.00K | 0.00% | +50+500.0% | Added |
| CVA Family Office, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Lindbrook Capital, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 84 | $9.00K | 0.00% | +84 | New |
| Geneos Wealth Management Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $11.0K | 0.00% | +102 | New |
| Spectrum Management Group, LLC | 116 | $12.0K | 0.00% | +1+0.9% | Added |
| Standard Family Office LLC | 108 | $12.0K | 0.11% | +108 | New |
| Atticus Wealth Management, LLC | 126 | $14.0K | 0.01% | −316−71.5% | Reduced |
| Financial Management Professionals, Inc. | 131 | $14.0K | 0.00% | +131 | New |
| National Bank of Canada | 141 | $15.0K | 0.00% | +141 | New |
| North Star Investment Management Corp. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $17.0K | 0.00% | +155 | New |
| JJJ Advisors Inc. | 172 | $18.0K | 0.01% | +58+50.9% | Added |
| Group One Trading, L.P. | 200 | $21.0K | 0.00% | +200 | New |
| Lazard Asset Management LLC | 213 | $22.0K | 0.00% | −513−70.7% | Reduced |
| Fifth Third Bancorp | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 233 | $25.0K | 0.00% | −146−38.5% | Reduced |
| First Manhattan Co | 236 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 300 | $32.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 305 | $33.0K | 0.01% | −640−67.7% | Reduced |
| Quadrant Capital Group LLC | 311 | $33.0K | 0.00% | −2−0.6% | Reduced |
| Parallel Advisors, LLC | 316 | $34.0K | 0.00% | +38+13.7% | Added |
| NEXT Financial Group, Inc | 313 | $34.0K | 0.00% | +170+118.9% | Added |
| American International Group, Inc. | 331 | $35.0K | 0.00% | −23−6.5% | Reduced |
| State of Wyoming | 324 | $35.0K | 0.02% | +324 | New |
| Deseret Mutual Benefit Administrators | 373 | $40.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 386 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 400 | $43.0K | 0.00% | +400 | New |
| Signet Financial Management, LLC | 416 | $45.0K | 0.01% | +416 | New |
| Valley National Advisers Inc | 510 | $55.0K | 0.01% | −212−29.4% | Reduced |
| Covestor Ltd | 513 | $55.0K | 0.08% | +513 | New |
| Koshinski Asset Management, Inc. | 516 | $55.3K | 0.00% | +20+4.0% | Added |
| Founders Capital Management | 550 | $59.0K | 0.04% | +50+10.0% | Added |
| DuPont Capital Management Corp | 577 | $62.0K | 0.00% | −6,452−91.8% | Reduced |
| Pflug Koory, LLC | 575 | $62.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 614 | $65.8K | 0.00% | −18−2.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 611 | $66.0K | 0.01% | −635−51.0% | Reduced |
| Harvest Fund Management Co., Ltd | 653 | $69.0K | 0.01% | +653 | New |
| Cullen/Frost Bankers, Inc. | 700 | $75.0K | 0.00% | +700 | New |
| Fieldpoint Private Securities, LLC | 761 | $82.0K | 0.02% | −88−10.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 788 | $84.0K | 0.00% | +788 | New |
| TD Waterhouse Canada Inc. | 800 | $86.0K | 0.00% | +800 | New |
| Alpha Paradigm Partners, LLC | 881 | $94.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 990 | $106.0K | 0.01% | −5,792−85.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,032 | $110.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,038 | $111.0K | 0.00% | +411+65.6% | Added |
| Quent Capital, LLC | 1,070 | $115.0K | 0.02% | +1,070 | New |
| Northwestern Mutual Wealth Management Co | 1,147 | $123.0K | 0.00% | +544+90.2% | Added |
| Spire Wealth Management | 1,202 | $129.0K | 0.00% | +52+4.5% | Added |
| Sit Investment Associates Inc | 1,225 | $131.0K | 0.00% | +1,225 | New |
| Altshuler Shaham Ltd | 1,495 | $160.0K | 0.00% | −134−8.2% | Reduced |
| American Portfolios Advisors | 1,519 | $162.9K | 0.01% | +13+0.9% | Added |
| Selective Wealth Management, Inc. | 1,551 | $166.0K | 0.07% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,559 | $167.0K | 0.06% | +888+132.3% | Added |
| IFP Advisors, Inc | 1,588 | $170.0K | 0.00% | −195−10.9% | Reduced |
| Allworth Financial LP | 1,766 | $189.0K | 0.00% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,874 | $201.0K | 0.04% | +1,874 | New |
| US Bancorp | 1,917 | $205.0K | 0.00% | +368+23.8% | Added |
| Wedge Capital Management L L P | 1,908 | $205.0K | 0.00% | +1,908 | New |
| Moneta Group Investment Advisors LLC | 1,931 | $207.0K | 0.01% | +1,931 | New |
| Captrust Financial Advisors | 1,956 | $210.0K | 0.00% | +82+4.4% | Added |
| Alterna Wealth Management, Inc | 1,976 | $212.0K | 0.18% | +1,976 | New |
| Donaldson Capital Management, LLC | 2,010 | $215.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,024 | $217.0K | 0.01% | +1,523+304.0% | Added |
| Heron Financial Group, LLC | 2,099 | $218.0K | 0.12% | −180−7.9% | Reduced |
| Teza Capital Management LLC | 2,042 | $219.0K | 0.06% | +2,042 | New |
| Principal Financial Group Inc | 2,099 | $225.0K | 0.00% | −391−15.7% | Reduced |
| Corient Capital Partners, LLC | 2,094 | $225.0K | 0.01% | −212−9.2% | Reduced |
| Westpac Banking Corp | 2,100 | $225.2K | 0.00% | −100−4.5% | Reduced |
| Johnson Investment Counsel Inc | 2,181 | $234.0K | 0.00% | +2,181 | New |
| Pictet Asset Management SA | 2,269 | $243.0K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,300 | $247.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,350 | $252.0K | 0.01% | +2,350 | New |
| Susquehanna Fundamental Investments, LLC | 2,400 | $257.0K | 0.01% | −1,130−32.0% | Reduced |
| Delta Capital Management LLC | 2,410 | $258.0K | 0.14% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,434 | $261.0K | 0.04% | −30−1.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,488 | $267.0K | 0.02% | −107−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 2,520 | $270.0K | 0.00% | +125+5.2% | Added |
| Brandywine Oak Private Wealth LLC | 2,472 | $278.0K | 0.03% | −394−13.7% | Reduced |