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 2023
Institutional positions in Penske Automotive Group, Inc. as of Mar 31, 2023. 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
- 333
- +10 vs. Q4 2022
- Shares held
- 20.9M
- −179.9K (−0.9%) vs. Q4 2022
- Total value
- $2.88B
- +$454.8M (+18.8%) vs. Q4 2022
- New holders
- 41
- 108 more added
- Sold out
- 31
- 128 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 1 | $142 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $142 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $283 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $284 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 142 | $363 | 0.02% | +27+23.5% | Added |
| Tfo-TDC, LLC | 3 | $425 | 0.00% | +1+50.0% | Added |
| TCI Wealth Advisors, Inc. | 7 | $993 | 0.00% | −80−92.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.13K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 11 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.56K | 0.00% | +11 | New |
| HM Payson & Co | 12 | $1.70K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 13 | $1.84K | 0.00% | +4+44.4% | Added |
| RFP Financial Group LLC | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $2.27K | 0.00% | +2+14.3% | Added |
| Earnest Partners LLC | 19 | $2.69K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $2.98K | 0.00% | +3+16.7% | Added |
| AdvisorNet Financial, Inc | 24 | $3.40K | 0.00% | +14+140.0% | Added |
| Parkside Financial Bank & Trust | 24 | $3.40K | 0.00% | +3+14.3% | Added |
| Rise Advisors, LLC | 26 | $3.64K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $4.00K | 0.00% | −25−50.0% | Reduced |
| SJS Investment Consulting Inc. | 30 | $4.25K | 0.00% | +5+20.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.54K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 35 | $4.96K | 0.00% | +10+40.0% | Added |
| BerganKDV Wealth Management, LLC | 41 | $5.85K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $6.20K | 0.00% | −29−40.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $7.09K | 0.00% | +50 | New |
| Ameritas Advisory Services, LLC | 51 | $7.27K | 0.00% | +51 | New |
| CVA Family Office, LLC | 55 | $7.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 57 | $8.08K | 0.00% | −21−26.9% | Reduced |
| Schubert & Co | 57 | $8.08K | 0.01% | +12+26.7% | Added |
| Private Trust Co NA | 75 | $10.6K | 0.00% | −50−40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $10.6K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 77 | $10.9K | 0.00% | −1−1.3% | Reduced |
| Steward Financial Group LLC | 80 | $11.0K | 0.00% | +45+128.6% | Added |
| Richard W. Paul & Associates, LLC | 80 | $11.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $11.5K | 0.00% | +81 | New |
| Covestor Ltd | 84 | $12.0K | 0.01% | −33−28.2% | Reduced |
| Lindbrook Capital, LLC | 86 | $12.2K | 0.00% | +2+2.4% | Added |
| National Bank of Canada | 90 | $12.8K | 0.00% | −16−15.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 105 | $14.3K | 0.00% | +1+1.0% | Added |
| Ellevest, Inc. | 104 | $14.7K | 0.00% | +11+11.8% | Added |
| North Star Investment Management Corp. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 119 | $16.9K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 124 | $17.0K | 0.00% | +124 | New |
| Grove Bank & Trust | 125 | $17.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 126 | $17.8K | 0.00% | −188−59.9% | Reduced |
| Kalos Management, Inc. | 127 | $18.0K | 0.04% | +127 | New |
| Loomis Sayles & Co L P | 136 | $19.0K | 0.00% | +136 | New |
| GWM Advisors LLC | 154 | $21.8K | 0.00% | −716−82.3% | Reduced |
| Salem Investment Counselors Inc | 155 | $22.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 182 | $26.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $28.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 221 | $31.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 225 | $31.9K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 227 | $32.2K | 0.01% | +227 | New |
| Raleigh Capital Management Inc. | 252 | $35.8K | 0.02% | +54+27.3% | Added |
| C M Bidwell & Associates Ltd | 256 | $36.3K | 0.03% | +256 | New |
| Parallel Advisors, LLC | 259 | $36.7K | 0.00% | +2+0.8% | Added |
| Nomura Asset Management Co Ltd | 260 | $36.9K | 0.00% | −170−39.5% | Reduced |
| American International Group, Inc. | 260 | $36.9K | 0.00% | −5−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 276 | $39.1K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 280 | $39.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 281 | $39.8K | 0.00% | −41−12.7% | Reduced |
| CWM, LLC | 290 | $41.0K | 0.00% | −25−7.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $42.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 346 | $49.1K | 0.01% | +48+16.1% | Added |
| Federation des caisses Desjardins du Quebec | 359 | $50.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 481 | $55.0K | 0.00% | +50+11.6% | Added |
| Exchange Traded Concepts, LLC | 388 | $55.0K | 0.00% | −101−20.7% | Reduced |
| Valley National Advisers Inc | 455 | $64.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $69.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $70.9K | 0.00% | +500 | New |
| Edmond de Rothschild Holding S.A. | 533 | $75.6K | 0.00% | +533 | New |
| MetLife Investment Management | 534 | $75.7K | 0.00% | +1+0.2% | Added |
| IFP Advisors, Inc | 1,590 | $77.3K | 0.00% | −716−31.0% | Reduced |
| Founders Capital Management | 550 | $78.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 555 | $78.7K | 0.00% | +170+44.2% | Added |
| Whittier Trust Co | 600 | $85.1K | 0.00% | +200+50.0% | Added |
| Group One Trading, L.P. | 687 | $97.4K | 0.00% | +687 | New |
| Kapitalo Investimentos Ltda | 798 | $113.2K | 0.04% | +798 | New |
| Signaturefd, LLC | 902 | $127.9K | 0.00% | −33−3.5% | Reduced |
| Belpointe Asset Management LLC | 923 | $131.0K | 0.01% | −525−36.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,240 | $175.8K | 0.00% | −87−6.6% | Reduced |
| Tradition Wealth Management, LLC | 1,272 | $180.0K | 0.02% | −12−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,402 | $199.0K | 0.04% | +749+114.7% | Added |
| Wexford Capital LP | 1,441 | $204.3K | 0.04% | +1,441 | New |
| Domani Wealth, LLC | 1,500 | $212.7K | 0.05% | +1,500 | New |
| Cookson Peirce & Co Inc | 1,567 | $222.0K | 0.01% | +1,567 | New |
| Quent Capital, LLC | 1,588 | $224.4K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 1,617 | $229.0K | 0.00% | −756−31.9% | Reduced |
| Alterna Wealth Management, Inc | 1,680 | $238.2K | 0.30% | −313−15.7% | Reduced |
| Change Path, LLC | 1,693 | $240.0K | 0.01% | +1,693 | New |
| Allworth Financial LP | 1,698 | $240.8K | 0.00% | +7+0.4% | Added |
| Captrust Financial Advisors | 1,698 | $240.8K | 0.00% | −1,204−41.5% | Reduced |
| Point72 Asset Management, L.P. | 1,728 | $245.1K | 0.00% | +1,728 | New |