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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 119 | $19.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 105 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 122 | $17.0K | 0.00% | −359−74.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.7K | 0.01% | +100 | New |
| Lindbrook Capital, LLC | 88 | $14.7K | 0.00% | +2+2.3% | Added |
| National Bank of Canada | 87 | $14.5K | 0.00% | −3−3.3% | Reduced |
| Covestor Ltd | 84 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 167 | $13.9K | 0.06% | +25+17.6% | Added |
| Venturi Wealth Management, LLC | 81 | $13.5K | 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 |
| Steward Financial Group LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $12.5K | 0.00% | −2−2.6% | Reduced |
| Private Trust Co NA | 74 | $12.3K | 0.00% | −1−1.3% | Reduced |
| Farther Finance Advisors, LLC | 57 | $9.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $9.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $7.29K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 40 | $6.67K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $6.50K | 0.00% | +4+11.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 31 | $5.17K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 25 | $4.17K | 0.00% | −5−16.7% | Reduced |
| Retirement Group, LLC | 25 | $4.17K | 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 |
| AdvisorNet Financial, Inc | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $3.33K | 0.00% | −1−4.8% | Reduced |
| Earnest Partners LLC | 19 | $3.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12 | $2.00K | 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 |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $709 | 0.00% | +4 | New |
| VisionPoint Advisory Group, LLC | 4 | $667 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 3 | $500 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $333 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −44,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,694−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −24,906−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,960−100.0% | Sold out |
| Moon Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Domani Wealth, LLC | – | – | – | – | Not filed |