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, Q1 2022
Institutional positions in Penske Automotive Group, Inc. as of Mar 31, 2022. 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
- 320
- +9 vs. Q4 2021
- Shares held
- 24.4M
- −579.0K (−2.3%) vs. Q4 2021
- Total value
- $2.29B
- −$390.4M (−14.6%) vs. Q4 2021
- New holders
- 51
- 103 more added
- Sold out
- 42
- 116 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $4.00K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 52 | $4.00K | 0.00% | +52 | New |
| Covington Capital Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| First Horizon Advisors, Inc. | 25 | $2.00K | 0.00% | −76−75.2% | Reduced |
| Rise Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $2.00K | 0.00% | +1+5.3% | Added |
| Disciplined Investments, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Atticus Wealth Management, LLC | 6 | $1.00K | 0.00% | −120−95.2% | Reduced |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −5−29.4% | Reduced |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $0 | 0.00% | +2 | New |
| Heritage Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 752 | – | – | −211−21.9% | Reduced |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −154,758−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,088−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −45,194−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,275−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −18,918−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −16,551−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −15,107−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,853−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,768−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −5,263−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,899−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,293−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,858−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Heron Financial Group, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |