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 2022
Institutional positions in Penske Automotive Group, Inc. as of Dec 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
- 325
- +14 vs. Q3 2022
- Shares held
- 21.1M
- −2.28M (−9.8%) vs. Q3 2022
- Total value
- $2.42B
- +$123.1M (+5.4%) vs. Q3 2022
- New holders
- 53
- 81 more added
- Sold out
- 39
- 136 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $113 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $115 | 0.00% | +1 | New |
| Lee Financial Co | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $575 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $1.03K | 0.00% | −196−95.6% | Reduced |
| AdvisorNet Financial, Inc | 10 | $1.15K | 0.00% | −10−50.0% | Reduced |
| Comerica Securities,inc. | 11 | $1.26K | 0.00% | +11 | New |
| McElhenny Sheffield Capital Management, LLC | 12 | $1.38K | 0.00% | +12 | New |
| Glassman Wealth Services | 14 | $1.61K | 0.00% | +2+16.7% | Added |
| RFP Financial Group LLC | 14 | $1.61K | 0.00% | +14 | New |
| Disciplined Investments, LLC | 18 | $2.07K | 0.00% | −2−10.0% | Reduced |
| Earnest Partners LLC | 19 | $2.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.87K | 0.00% | −38−60.3% | Reduced |
| Bell Investment Advisors, Inc | 25 | $2.87K | 0.00% | +10+66.7% | Added |
| Rise Advisors, LLC | 26 | $2.94K | 0.00% | +1+4.0% | Added |
| Truvestments Capital LLC | 34 | $3.91K | 0.00% | +34 | New |
| Steward Financial Group LLC | 35 | $4.00K | 0.00% | +35 | New |
| BerganKDV Wealth Management, LLC | 41 | $4.72K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 43 | $5.00K | 0.00% | +1+2.4% | Added |
| Schubert & Co | 45 | $5.17K | 0.00% | +5+12.5% | Added |
| My Personal CFO, LLC | 47 | $5.40K | 0.01% | +47 | New |
| West Paces Advisors Inc. | 49 | $5.63K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $6.00K | 0.00% | +50 | New |
| CVA Family Office, LLC | 55 | $6.32K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 66 | $8.00K | 0.00% | −2,389−97.3% | Reduced |
| First Horizon Advisors, Inc. | 72 | $8.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $8.96K | 0.00% | −4−4.9% | Reduced |
| Farther Finance Advisors, LLC | 78 | $8.96K | 0.00% | +78 | New |
| Richard W. Paul & Associates, LLC | 80 | $9.19K | 0.00% | +80 | New |
| Lindbrook Capital, LLC | 84 | $9.65K | 0.00% | +19+29.2% | Added |
| TCI Wealth Advisors, Inc. | 87 | $10.0K | 0.00% | −47−35.1% | Reduced |
| Ellevest, Inc. | 93 | $10.7K | 0.00% | −54−36.7% | Reduced |
| Sofos Investments, Inc. | 115 | $11.4K | 0.12% | −767−87.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $11.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 106 | $12.2K | 0.00% | −18,667−99.4% | Reduced |
| North Star Investment Management Corp. | 110 | $12.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 119 | $13.7K | 0.01% | −89−42.8% | Reduced |
| Covestor Ltd | 117 | $14.0K | 0.01% | −52−30.8% | Reduced |
| Private Trust Co NA | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 125 | $14.0K | 0.00% | +125 | New |
| Money Concepts Capital Corp | 131 | $15.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $17.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 182 | $22.1K | 0.01% | −56−23.5% | Reduced |
| Raleigh Capital Management Inc. | 198 | $22.7K | 0.01% | +126+175.0% | Added |
| Park Place Capital Corp | 200 | $23.0K | 0.01% | +200 | New |
| Accurate Wealth Management, LLC | 203 | $23.9K | 0.01% | +203 | New |
| Fifth Third Bancorp | 225 | $25.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 221 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 257 | $29.5K | 0.00% | −14−5.2% | Reduced |
| American International Group, Inc. | 265 | $30.5K | 0.00% | −17−6.0% | Reduced |
| GHP Investment Advisors, Inc. | 276 | $31.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 280 | $32.2K | 0.00% | +280 | New |
| Quadrant Capital Group LLC | 298 | $34.2K | 0.00% | −9−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 315 | $36.0K | 0.00% | −35−10.0% | Reduced |
| Advisory Services Network, LLC | 314 | $36.1K | 0.00% | +314 | New |
| Huntington National Bank | 322 | $37.0K | 0.00% | −16−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 359 | $41.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 431 | $42.0K | 0.00% | +396+1,131.4% | Added |
| Spire Wealth Management | 385 | $44.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 400 | $46.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $49.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 455 | $54.0K | 0.01% | −55−10.8% | Reduced |
| Pflug Koory, LLC | 490 | $56.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 489 | $56.2K | 0.00% | +402+462.1% | Added |
| MetLife Investment Management | 533 | $61.3K | 0.00% | −19−3.4% | Reduced |
| Founders Capital Management | 550 | $63.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 870 | $66.9K | 0.00% | +870 | New |
| Harvest Fund Management Co., Ltd | 653 | $75.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 700 | $80.5K | 0.00% | −2,300−76.7% | Reduced |
| Walleye Trading LLC | 739 | $84.9K | 0.00% | +739 | New |
| Signaturefd, LLC | 935 | $107.5K | 0.00% | +35+3.9% | Added |
| IFP Advisors, Inc | 2,306 | $130.0K | 0.00% | −43−1.8% | Reduced |
| Tradition Wealth Management, LLC | 1,284 | $148.0K | 0.02% | +12+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,327 | $152.5K | 0.00% | +392+41.9% | Added |
| Belpointe Asset Management LLC | 1,448 | $166.4K | 0.01% | +154+11.9% | Added |
| Quent Capital, LLC | 1,588 | $182.5K | 0.03% | −151−8.7% | Reduced |
| US Bancorp | 1,626 | $186.9K | 0.00% | −149−8.4% | Reduced |
| Allworth Financial LP | 1,691 | $194.3K | 0.00% | −220−11.5% | Reduced |
| Wedge Capital Management L L P | 1,788 | $205.0K | 0.00% | +1,788 | New |
| Manufacturers Life Insurance Company, The | 1,792 | $206.0K | 0.00% | +1,792 | New |
| Moneta Group Investment Advisors LLC | 1,645 | $210.3K | 0.01% | +1,645 | New |
| Panagora Asset Management Inc | 1,860 | $213.8K | 0.00% | +1,860 | New |
| Donaldson Capital Management, LLC | 1,943 | $223.3K | 0.01% | +1,943 | New |
| Kestra Private Wealth Services, LLC | 1,968 | $226.2K | 0.01% | +1,968 | New |
| Alterna Wealth Management, Inc | 1,993 | $229.1K | 0.26% | +1,993 | New |
| Merrion Investment Management Co, LLC | 2,000 | $229.9K | 0.21% | +2,000 | New |
| Wellington Management Group LLP | 2,002 | $230.1K | 0.00% | +2,002 | New |
| CIBC Asset Management Inc | 2,039 | $234.3K | 0.00% | −1,102−35.1% | Reduced |
| Paragon Capital Management Ltd | 2,067 | $237.6K | 0.06% | 00.0% | Unchanged |
| EMC Capital Management | 2,074 | $238.0K | 0.21% | +277+15.4% | Added |
| Gotham Asset Management, LLC | 2,108 | $242.3K | 0.01% | −3,298−61.0% | Reduced |
| Maryland State Retirement & Pension System | 2,113 | $242.8K | 0.01% | +2,113 | New |
| JustInvest LLC | 2,122 | $243.9K | 0.01% | −2,117−49.9% | Reduced |
| Johnson Investment Counsel Inc | 2,138 | $245.7K | 0.00% | +7+0.3% | Added |