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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 2,562 | $363.3K | 0.04% | −55−2.1% | Reduced |
| Nations Financial Group Inc, | 2,467 | $349.8K | 0.04% | +155+6.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,425 | $343.9K | 0.00% | +128+5.6% | Added |
| Forum Financial Management, LP | 2,350 | $333.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,350 | $333.3K | 0.00% | +724+44.5% | Added |
| Delta Capital Management LLC | 2,330 | $330.0K | 0.23% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,300 | $326.2K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,300 | $326.2K | 0.06% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,300 | $326.0K | 0.00% | −100−4.2% | Reduced |
| Heron Financial Group, LLC | 2,229 | $316.1K | 0.17% | −120−5.1% | Reduced |
| Jump Financial, LLC | 2,181 | $309.3K | 0.01% | −13,666−86.2% | Reduced |
| Ci Investments Inc. | 2,158 | $306.0K | 0.00% | −296−12.1% | Reduced |
| JustInvest LLC | 2,142 | $303.8K | 0.01% | +20+0.9% | Added |
| Johnson Investment Counsel Inc | 2,136 | $302.9K | 0.00% | −2−0.1% | Reduced |
| Twinbeech Capital LP | 2,127 | $301.6K | 0.01% | −13,110−86.0% | Reduced |
| Maryland State Retirement & Pension System | 2,113 | $299.6K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,107 | $298.8K | 0.01% | −401−16.0% | Reduced |
| Putnam Investments LLC | 2,105 | $298.5K | 0.00% | −25,015−92.2% | Reduced |
| EMC Capital Management | 2,074 | $294.0K | 0.25% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,065 | $292.8K | 0.00% | −6,334−75.4% | Reduced |
| Paragon Capital Management Ltd | 2,057 | $291.7K | 0.07% | −10−0.5% | Reduced |
| Brookstone Capital Management | 2,008 | $285.7K | 0.01% | −1,724−46.2% | Reduced |
| Kestra Advisory Services, LLC | 1,985 | $281.6K | 0.00% | −729−26.9% | Reduced |
| Donaldson Capital Management, LLC | 1,943 | $275.6K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,929 | $273.6K | 0.01% | +284+17.3% | Added |
| AXA S.A. | 1,900 | $269.4K | 0.00% | +1,900 | New |
| MML Investors Services, LLC | 1,892 | $268.0K | 0.00% | −446−19.1% | Reduced |
| Panagora Asset Management Inc | 1,860 | $263.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,848 | $262.1K | 0.00% | +56+3.1% | Added |
| Centiva Capital, LP | 1,845 | $261.6K | 0.01% | +1,845 | New |
| Sherbrooke Park Advisers LLC | 1,800 | $255.3K | 0.39% | −800−30.8% | Reduced |
| Arkadios Wealth Advisors | 1,773 | $251.4K | 0.03% | +1,773 | New |
| Point72 Asset Management, L.P. | 1,728 | $245.1K | 0.00% | +1,728 | New |
| Captrust Financial Advisors | 1,698 | $240.8K | 0.00% | −1,204−41.5% | Reduced |
| Allworth Financial LP | 1,698 | $240.8K | 0.00% | +7+0.4% | Added |
| Change Path, LLC | 1,693 | $240.0K | 0.01% | +1,693 | New |
| Alterna Wealth Management, Inc | 1,680 | $238.2K | 0.30% | −313−15.7% | Reduced |
| Mariner, LLC | 1,617 | $229.0K | 0.00% | −756−31.9% | Reduced |
| Quent Capital, LLC | 1,588 | $224.4K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,567 | $222.0K | 0.01% | +1,567 | New |
| Domani Wealth, LLC | 1,500 | $212.7K | 0.05% | +1,500 | New |
| Wexford Capital LP | 1,441 | $204.3K | 0.04% | +1,441 | New |
| Harvest Fund Management Co., Ltd | 1,402 | $199.0K | 0.04% | +749+114.7% | Added |
| Tradition Wealth Management, LLC | 1,272 | $180.0K | 0.02% | −12−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,240 | $175.8K | 0.00% | −87−6.6% | Reduced |
| Belpointe Asset Management LLC | 923 | $131.0K | 0.01% | −525−36.3% | Reduced |
| Signaturefd, LLC | 902 | $127.9K | 0.00% | −33−3.5% | Reduced |
| Kapitalo Investimentos Ltda | 798 | $113.2K | 0.04% | +798 | New |
| Group One Trading, L.P. | 687 | $97.4K | 0.00% | +687 | New |
| Whittier Trust Co | 600 | $85.1K | 0.00% | +200+50.0% | Added |
| Spire Wealth Management | 555 | $78.7K | 0.00% | +170+44.2% | Added |
| Founders Capital Management | 550 | $78.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,590 | $77.3K | 0.00% | −716−31.0% | Reduced |
| MetLife Investment Management | 534 | $75.7K | 0.00% | +1+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 533 | $75.6K | 0.00% | +533 | New |
| Ancora Advisors, LLC | 500 | $70.9K | 0.00% | +500 | New |
| Pflug Koory, LLC | 490 | $69.5K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 455 | $64.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 388 | $55.0K | 0.00% | −101−20.7% | Reduced |
| Ronald Blue Trust, Inc. | 481 | $55.0K | 0.00% | +50+11.6% | Added |
| Federation des caisses Desjardins du Quebec | 359 | $50.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 346 | $49.1K | 0.01% | +48+16.1% | Added |
| Cullen/Frost Bankers, Inc. | 300 | $42.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $41.0K | 0.00% | −25−7.9% | Reduced |
| Huntington National Bank | 281 | $39.8K | 0.00% | −41−12.7% | Reduced |
| Gradient Investments LLC | 280 | $39.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 276 | $39.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 259 | $36.7K | 0.00% | +2+0.8% | Added |
| C M Bidwell & Associates Ltd | 256 | $36.3K | 0.03% | +256 | New |
| Raleigh Capital Management Inc. | 252 | $35.8K | 0.02% | +54+27.3% | Added |
| Ten Capital Wealth Advisors, LLC | 227 | $32.2K | 0.01% | +227 | New |
| Fifth Third Bancorp | 225 | $31.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 221 | $31.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $28.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 182 | $26.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $22.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 154 | $21.8K | 0.00% | −716−82.3% | Reduced |
| Loomis Sayles & Co L P | 136 | $19.0K | 0.00% | +136 | New |
| Kalos Management, Inc. | 127 | $18.0K | 0.04% | +127 | New |
| Advisory Services Network, LLC | 126 | $17.8K | 0.00% | −188−59.9% | Reduced |
| Grove Bank & Trust | 125 | $17.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 124 | $17.0K | 0.00% | +124 | New |
| Deseret Mutual Benefit Administrators | 119 | $16.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 110 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 104 | $14.7K | 0.00% | +11+11.8% | Added |
| Global Retirement Partners, LLC | 105 | $14.3K | 0.00% | +1+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 90 | $12.8K | 0.00% | −16−15.1% | Reduced |
| Lindbrook Capital, LLC | 86 | $12.2K | 0.00% | +2+2.4% | Added |
| Covestor Ltd | 84 | $12.0K | 0.01% | −33−28.2% | Reduced |
| Venturi Wealth Management, LLC | 81 | $11.5K | 0.00% | +81 | New |
| Richard W. Paul & Associates, LLC | 80 | $11.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 80 | $11.0K | 0.00% | +45+128.6% | Added |
| JFS Wealth Advisors, LLC | 77 | $10.9K | 0.00% | −1−1.3% | Reduced |
| 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 |
| Schubert & Co | 57 | $8.08K | 0.01% | +12+26.7% | Added |
| Farther Finance Advisors, LLC | 57 | $8.08K | 0.00% | −21−26.9% | Reduced |