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, Q3 2023
Institutional positions in Penske Automotive Group, Inc. as of Sep 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
- 355
- +9 vs. Q2 2023
- Shares held
- 18.1M
- −388.1K (−2.1%) vs. Q2 2023
- Total value
- $3.02B
- −$51.0M (−1.7%) vs. Q2 2023
- New holders
- 52
- 110 more added
- Sold out
- 43
- 126 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 1 | $167 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $229 | 0.00% | −166−99.4% | Reduced |
| Proequities, Inc. | 2 | $334 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $334 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 4 | $667 | 0.00% | +1+33.3% | Added |
| LGT Financial Advisors LLC | 5 | $835 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $1.50K | 0.00% | +9 | New |
| EverSource Wealth Advisors, LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $2.00K | 0.00% | +12 | New |
| RFP Financial Group LLC | 14 | $2.34K | 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 |
| Parkside Financial Bank & Trust | 24 | $4.01K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $4.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $4.18K | 0.00% | +1+4.2% | Added |
| SJS Investment Consulting Inc. | 28 | $4.68K | 0.00% | +3+12.0% | Added |
| Geneos Wealth Management Inc. | 30 | $5.01K | 0.00% | +30 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.35K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $6.18K | 0.00% | +37 | New |
| VisionPoint Advisory Group, LLC | 38 | $6.35K | 0.00% | +34+850.0% | Added |
| Baker Avenue Asset Management, LP | 38 | $6.35K | 0.00% | +38 | New |
| TSFG, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $7.68K | 0.00% | +7+17.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $8.35K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 70 | $11.4K | 0.00% | −17−19.5% | Reduced |
| North Star Investment Management Corp. | 70 | $11.7K | 0.00% | −10−12.5% | Reduced |
| Private Trust Co NA | 73 | $12.2K | 0.00% | −1−1.4% | Reduced |
| Farther Finance Advisors, LLC | 74 | $12.4K | 0.00% | +17+29.8% | Added |
| Quarry LP | 74 | $12.4K | 0.01% | +74 | New |
| JFS Wealth Advisors, LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 80 | $13.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $15.2K | 0.00% | +3+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $16.8K | 0.00% | +1+1.0% | Added |
| Deseret Mutual Benefit Administrators | 112 | $18.7K | 0.01% | −7−5.9% | Reduced |
| Covestor Ltd | 111 | $19.0K | 0.01% | +27+32.1% | Added |
| Salem Investment Counselors Inc | 155 | $25.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 173 | $28.9K | 0.00% | +92+113.6% | Added |
| Ronald Blue Trust, Inc. | 181 | $30.0K | 0.00% | +59+48.4% | Added |
| JJJ Advisors Inc. | 182 | $30.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $33.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 212 | $35.4K | 0.01% | +212 | New |
| Umb Bank N A | 221 | $36.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 276 | $40.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $41.8K | 0.01% | +125+100.0% | Added |
| Nomura Asset Management Co Ltd | 260 | $43.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 271 | $45.3K | 0.00% | −3−1.1% | Reduced |
| Fifth Third Bancorp | 277 | $46.3K | 0.00% | +52+23.1% | Added |
| Gradient Investments LLC | 281 | $46.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 284 | $47.0K | 0.00% | +284 | New |
| Cullen/Frost Bankers, Inc. | 300 | $50.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 316 | $52.8K | 0.03% | +3+1.0% | Added |
| Huntington National Bank | 318 | $53.1K | 0.00% | +17+5.6% | Added |
| Valley National Advisers Inc | 324 | $54.0K | 0.01% | −46−12.4% | Reduced |
| Quadrant Capital Group LLC | 350 | $58.5K | 0.01% | +4+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 419 | $70.0K | 0.00% | +60+16.7% | Added |
| Quantbot Technologies LP | 441 | $73.7K | 0.00% | −4,970−91.8% | Reduced |
| Exchange Traded Concepts, LLC | 457 | $76.3K | 0.00% | +278+155.3% | Added |
| Edmond de Rothschild Holding S.A. | 481 | $80.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $81.9K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $83.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 535 | $89.4K | 0.00% | −5−0.9% | Reduced |
| Founders Capital Management | 550 | $91.9K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 605 | $101.1K | 0.00% | −302−33.3% | Reduced |
| Whittier Trust Co | 709 | $118.4K | 0.00% | +9+1.3% | Added |
| Harvest Fund Management Co., Ltd | 733 | $123.0K | 0.02% | −669−47.7% | Reduced |
| GWM Advisors LLC | 939 | $156.9K | 0.00% | +122+14.9% | Added |
| Nemes Rush Group LLC | 1,000 | $167.1K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,035 | $172.9K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,038 | $173.4K | 0.13% | +782+305.5% | Added |
| Tradition Wealth Management, LLC | 1,201 | $201.0K | 0.02% | −75−5.9% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $208.8K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,257 | $210.1K | 0.01% | +36+2.9% | Added |
| Brown Advisory Inc | 1,307 | $218.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,307 | $218.4K | 0.00% | +1,307 | New |
| Northwestern Mutual Wealth Management Co | 1,320 | $220.5K | 0.00% | +28+2.2% | Added |
| SG Americas Securities, LLC | 1,352 | $226.0K | 0.00% | +1,352 | New |
| Ci Investments Inc. | 1,390 | $232.0K | 0.00% | −1,391−50.0% | Reduced |
| Gotham Asset Management, LLC | 1,390 | $232.2K | 0.00% | −456−24.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,504 | $238.0K | 0.01% | +1,504 | New |
| SP Asset Management LLC | 1,427 | $238.4K | 0.03% | +1,427 | New |
| Wealth Enhancement Advisory Services, LLC | 1,435 | $239.7K | 0.00% | +1,435 | New |
| GYL Financial Synergies, LLC | 1,487 | $248.4K | 0.02% | −12−0.8% | Reduced |
| Man Group plc | – | $249.8K | 0.00% | – | – |
| Laurion Capital Management LP | 1,498 | $250.3K | 0.01% | +1,498 | New |
| Symmetry Investments LP | 1,512 | $252.6K | 0.07% | +1,512 | New |
| Savant Capital, LLC | 1,549 | $258.8K | 0.00% | −33−2.1% | Reduced |
| Investors Research Corp | 1,575 | $263.1K | 0.07% | −2,025−56.3% | Reduced |
| Paragon Capital Management Ltd | 1,581 | $264.2K | 0.06% | −84−5.0% | Reduced |
| Toroso Investments, LLC | 1,582 | $264.3K | 0.01% | −459−22.5% | Reduced |