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, Q2 2023
Institutional positions in Penske Automotive Group, Inc. as of Jun 30, 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
- 348
- +17 vs. Q1 2023
- Shares held
- 18.5M
- −2.38M (−11.4%) vs. Q1 2023
- Total value
- $3.08B
- +$202.2M (+7.0%) vs. Q1 2023
- New holders
- 47
- 91 more added
- Sold out
- 30
- 137 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $333 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $500 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $667 | 0.00% | +4 | New |
| 25 LLC | 4 | $709 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $1.83K | 0.00% | −2−15.4% | Reduced |
| Massmutual Trust Co FSB | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $3.17K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $3.33K | 0.00% | −1−4.8% | Reduced |
| AdvisorNet Financial, Inc | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 24 | $4.00K | 0.00% | −112−82.4% | Reduced |
| Parkside Financial Bank & Trust | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $4.17K | 0.00% | −5−16.7% | Reduced |
| Retirement Group, LLC | 25 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 31 | $5.17K | 0.00% | +31 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $6.50K | 0.00% | +4+11.4% | Added |
| AXS Investments LLC | 40 | $6.67K | 0.00% | +40 | New |
| TSFG, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $7.29K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $9.16K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 57 | $9.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 74 | $12.3K | 0.00% | −1−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $12.5K | 0.00% | −2−2.6% | Reduced |
| Steward Financial Group LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 80 | $13.3K | 0.00% | −30−27.3% | Reduced |
| Richard W. Paul & Associates, LLC | 80 | $13.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 167 | $13.9K | 0.06% | +25+17.6% | Added |
| Covestor Ltd | 84 | $14.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 87 | $14.5K | 0.00% | −3−3.3% | Reduced |
| Lindbrook Capital, LLC | 88 | $14.7K | 0.00% | +2+2.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.7K | 0.01% | +100 | New |
| Ronald Blue Trust, Inc. | 122 | $17.0K | 0.00% | −359−74.6% | Reduced |
| Global Retirement Partners, LLC | 105 | $17.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 119 | $19.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $25.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 179 | $29.8K | 0.00% | −209−53.9% | Reduced |
| American International Group, Inc. | 179 | $29.8K | 0.00% | −81−31.2% | Reduced |
| JJJ Advisors Inc. | 182 | $30.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $33.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 221 | $36.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 225 | $37.5K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 256 | $42.7K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $43.3K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,339 | $44.0K | 0.09% | +265+12.8% | Added |
| Parallel Advisors, LLC | 274 | $45.7K | 0.00% | +15+5.8% | Added |
| Gradient Investments LLC | 281 | $46.8K | 0.00% | +1+0.4% | Added |
| GHP Investment Advisors, Inc. | 276 | $47.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $50.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 301 | $50.2K | 0.00% | +20+7.1% | Added |
| Raleigh Capital Management Inc. | 313 | $52.2K | 0.03% | +61+24.2% | Added |
| Kapitalo Investimentos Ltda | 339 | $56.5K | 0.01% | −459−57.5% | Reduced |
| Quadrant Capital Group LLC | 346 | $57.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 359 | $59.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 370 | $62.0K | 0.01% | −85−18.7% | Reduced |
| MetLife Investment Management | 398 | $66.3K | 0.00% | −136−25.5% | Reduced |
| IFP Advisors, Inc | 1,628 | $79.1K | 0.00% | +38+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 481 | $80.1K | 0.00% | −52−9.8% | Reduced |
| Pflug Koory, LLC | 490 | $81.6K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $83.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 540 | $90.0K | 0.00% | −15−2.7% | Reduced |
| Founders Capital Management | 550 | $91.6K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 700 | $116.6K | 0.00% | +100+16.7% | Added |
| GWM Advisors LLC | 817 | $136.2K | 0.00% | +663+430.5% | Added |
| Signaturefd, LLC | 907 | $151.1K | 0.00% | +5+0.6% | Added |
| Nemes Rush Group LLC | 1,000 | $166.6K | 0.03% | +1,000 | New |
| Arcadia Investment Management Corp | 1,035 | $172.5K | 0.03% | +1,035 | New |
| Verition Fund Management LLC | 1,203 | $200.5K | 0.00% | +1,203 | New |
| Brighton Jones LLC | 1,221 | $203.5K | 0.01% | +1,221 | New |
| Beacon Pointe Advisors, LLC | 1,241 | $206.8K | 0.00% | −1,581−56.0% | Reduced |
| Saxon Interests, Inc. | 1,242 | $207.0K | 0.11% | +1,242 | New |
| Kornitzer Capital Management Inc | 1,250 | $208.3K | 0.00% | +1,250 | New |
| Everett Harris & Co | 1,277 | $212.8K | 0.00% | +1,277 | New |
| Tradition Wealth Management, LLC | 1,276 | $213.0K | 0.02% | +4+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,292 | $215.3K | 0.00% | +52+4.2% | Added |
| Brown Advisory Inc | 1,307 | $217.8K | 0.00% | +1,307 | New |
| EP Wealth Advisors, LLC | 19,788 | $222.1K | 0.00% | +19,788 | New |
| Bridgefront Capital, LLC | 1,355 | $225.8K | 0.12% | +1,355 | New |
| Harvest Fund Management Co., Ltd | 1,402 | $234.0K | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,419 | $236.0K | 0.05% | −1,234−46.5% | Reduced |
| Two Sigma Securities, LLC | 1,491 | $248.4K | 0.02% | +1,491 | New |
| Principal Financial Group Inc | 1,497 | $249.4K | 0.00% | −1,108−42.5% | Reduced |
| GYL Financial Synergies, LLC | 1,499 | $249.8K | 0.02% | +1,499 | New |
| Cookson Peirce & Co Inc | 1,568 | $261.0K | 0.02% | +1+0.1% | Added |
| Brookstone Capital Management | 1,527 | $263.0K | 0.01% | −481−24.0% | Reduced |
| Savant Capital, LLC | 1,582 | $263.6K | 0.00% | +1,582 | New |
| Maryland State Retirement & Pension System | 1,587 | $264.4K | 0.01% | −526−24.9% | Reduced |
| Quent Capital, LLC | 1,588 | $264.6K | 0.04% | 00.0% | Unchanged |