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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 3,140 | $337.0K | 0.01% | +3,140 | New |
| Lehman & Derafelo Financial Resources LLC | 3,000 | $322.0K | 0.10% | +500+20.0% | Added |
| Versor Investments LP | 2,944 | $316.0K | 0.01% | −11,800−80.0% | Reduced |
| People's United Financial, Inc. | 2,831 | $304.0K | 0.01% | −328−10.4% | Reduced |
| Tradition Wealth Management, LLC | 2,828 | $303.0K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,800 | $300.0K | 0.00% | +100+3.7% | Added |
| Strategic Global Advisors, LLC | 2,780 | $298.0K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,779 | $298.0K | 0.00% | +2,779 | New |
| Kestra Advisory Services, LLC | 2,705 | $290.0K | 0.00% | +713+35.8% | Added |
| Maryland State Retirement & Pension System | 2,692 | $289.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,634 | $282.0K | 0.00% | +77+3.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,472 | $278.0K | 0.03% | −394−13.7% | Reduced |
| Harvest Investment Services, LLC | 2,594 | $278.0K | 0.12% | +2,594 | New |
| Commonwealth Equity Services, LLC | 2,520 | $270.0K | 0.00% | +125+5.2% | Added |
| Balasa Dinverno & Foltz LLC | 2,488 | $267.0K | 0.02% | −107−4.1% | Reduced |
| Paragon Capital Management Ltd | 2,434 | $261.0K | 0.04% | −30−1.2% | Reduced |
| Delta Capital Management LLC | 2,410 | $258.0K | 0.14% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,400 | $257.0K | 0.01% | −1,130−32.0% | Reduced |
| Forum Financial Management, LP | 2,350 | $252.0K | 0.01% | +2,350 | New |
| Clearbridge Investments, LLC | 2,300 | $247.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,269 | $243.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,181 | $234.0K | 0.00% | +2,181 | New |
| Westpac Banking Corp | 2,100 | $225.2K | 0.00% | −100−4.5% | Reduced |
| 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 |
| Teza Capital Management LLC | 2,042 | $219.0K | 0.06% | +2,042 | New |
| Heron Financial Group, LLC | 2,099 | $218.0K | 0.12% | −180−7.9% | Reduced |
| Simplex Trading, LLC | 2,024 | $217.0K | 0.01% | +1,523+304.0% | Added |
| Donaldson Capital Management, LLC | 2,010 | $215.0K | 0.01% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,976 | $212.0K | 0.18% | +1,976 | New |
| Captrust Financial Advisors | 1,956 | $210.0K | 0.00% | +82+4.4% | Added |
| Moneta Group Investment Advisors LLC | 1,931 | $207.0K | 0.01% | +1,931 | 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 |
| Claret Asset Management Corp | 1,874 | $201.0K | 0.04% | +1,874 | New |
| Allworth Financial LP | 1,766 | $189.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,588 | $170.0K | 0.00% | −195−10.9% | Reduced |
| Denali Advisors LLC | 1,559 | $167.0K | 0.06% | +888+132.3% | Added |
| Selective Wealth Management, Inc. | 1,551 | $166.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,519 | $162.9K | 0.01% | +13+0.9% | Added |
| Altshuler Shaham Ltd | 1,495 | $160.0K | 0.00% | −134−8.2% | Reduced |
| Sit Investment Associates Inc | 1,225 | $131.0K | 0.00% | +1,225 | New |
| Spire Wealth Management | 1,202 | $129.0K | 0.00% | +52+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,147 | $123.0K | 0.00% | +544+90.2% | Added |
| Quent Capital, LLC | 1,070 | $115.0K | 0.02% | +1,070 | New |
| Signaturefd, LLC | 1,038 | $111.0K | 0.00% | +411+65.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,032 | $110.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 990 | $106.0K | 0.01% | −5,792−85.4% | Reduced |
| Alpha Paradigm Partners, LLC | 881 | $94.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 800 | $86.0K | 0.00% | +800 | New |
| Robeco Institutional Asset Management B.V. | 788 | $84.0K | 0.00% | +788 | New |
| Fieldpoint Private Securities, LLC | 761 | $82.0K | 0.02% | −88−10.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 700 | $75.0K | 0.00% | +700 | New |
| Harvest Fund Management Co., Ltd | 653 | $69.0K | 0.01% | +653 | New |
| Plante Moran Financial Advisors, LLC | 611 | $66.0K | 0.01% | −635−51.0% | Reduced |
| Metropolitan Life Insurance Co | 614 | $65.8K | 0.00% | −18−2.8% | Reduced |
| 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 |
| Founders Capital Management | 550 | $59.0K | 0.04% | +50+10.0% | Added |
| Koshinski Asset Management, Inc. | 516 | $55.3K | 0.00% | +20+4.0% | Added |
| Valley National Advisers Inc | 510 | $55.0K | 0.01% | −212−29.4% | Reduced |
| Covestor Ltd | 513 | $55.0K | 0.08% | +513 | New |
| Signet Financial Management, LLC | 416 | $45.0K | 0.01% | +416 | New |
| Whittier Trust Co | 400 | $43.0K | 0.00% | +400 | New |
| Banque Cantonale Vaudoise | 386 | $41.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 373 | $40.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 331 | $35.0K | 0.00% | −23−6.5% | Reduced |
| State of Wyoming | 324 | $35.0K | 0.02% | +324 | New |
| 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 |
| 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 |
| Legacy Bridge, LLC | 300 | $32.0K | 0.02% | 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 |
| Fifth Third Bancorp | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 213 | $22.0K | 0.00% | −513−70.7% | Reduced |
| Group One Trading, L.P. | 200 | $21.0K | 0.00% | +200 | New |
| JJJ Advisors Inc. | 172 | $18.0K | 0.01% | +58+50.9% | Added |
| Salem Investment Counselors Inc | 155 | $17.0K | 0.00% | +155 | New |
| North Star Investment Management Corp. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 141 | $15.0K | 0.00% | +141 | 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 |
| Spectrum Management Group, LLC | 116 | $12.0K | 0.00% | +1+0.9% | Added |
| Standard Family Office LLC | 108 | $12.0K | 0.11% | +108 | New |
| 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 |
| Geneos Wealth Management Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 84 | $9.00K | 0.00% | +84 | New |
| GPS Wealth Strategies Group, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $6.00K | 0.00% | +50+500.0% | Added |
| CVA Family Office, LLC | 55 | $6.00K | 0.00% | +55 | New |
| West Paces Advisors Inc. | 49 | $5.25K | 0.00% | +5+11.4% | Added |
| 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 |
| JFS Wealth Advisors, LLC | 26 | $3.00K | 0.00% | +26 | New |