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, Q4 2023
Institutional positions in Penske Automotive Group, Inc. as of Dec 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
- 365
- +13 vs. Q3 2023
- Shares held
- 17.3M
- −764.0K (−4.2%) vs. Q3 2023
- Total value
- $2.78B
- −$241.3M (−8.0%) vs. Q3 2023
- New holders
- 51
- 102 more added
- Sold out
- 38
- 142 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $321 | 0.00% | −316−99.4% | Reduced |
| Versant Capital Management, Inc | 2 | $321 | 0.00% | +2 | New |
| Johnson Financial Group, Inc. | 2 | $322 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $482 | 0.00% | −1−25.0% | Reduced |
| Pineridge Advisors LLC | 5 | $803 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $1.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.93K | 0.00% | +12 | New |
| RFP Financial Group LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $2.57K | 0.00% | −205−92.8% | Reduced |
| EverSource Wealth Advisors, LLC | 16 | $2.57K | 0.00% | +5+45.5% | Added |
| Glassman Wealth Services | 17 | $2.73K | 0.00% | +1+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $2.73K | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 19 | $3.05K | 0.00% | +8+72.7% | Added |
| Fortitude Family Office, LLC | 22 | $3.53K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 24 | $3.85K | 0.00% | −1−4.0% | Reduced |
| Parkside Financial Bank & Trust | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $4.01K | 0.00% | −3−10.7% | Reduced |
| Exchange Traded Concepts, LLC | 29 | $4.66K | 0.00% | −428−93.7% | Reduced |
| Geneos Wealth Management Inc. | 30 | $4.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 31 | $4.98K | 0.00% | +31 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.14K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 35 | $5.62K | 0.00% | −4,497−99.2% | Reduced |
| Bruce G. Allen Investments, LLC | 35 | $5.62K | 0.01% | +35 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $5.78K | 0.00% | +36 | New |
| First Horizon Advisors, Inc. | 43 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $7.22K | 0.00% | −1−2.2% | Reduced |
| Main Street Group, LTD | 51 | $8.19K | 0.00% | +51 | New |
| CVA Family Office, LLC | 55 | $8.83K | 0.00% | +55 | New |
| Covestor Ltd | 63 | $10.0K | 0.01% | −48−43.2% | Reduced |
| North Star Investment Management Corp. | 70 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $12.4K | 0.01% | −35−31.3% | Reduced |
| Farther Finance Advisors, LLC | 77 | $12.4K | 0.00% | +3+4.1% | Added |
| National Bank of Canada | 78 | $12.5K | 0.00% | +8+11.4% | Added |
| Richard W. Paul & Associates, LLC | 80 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 86 | $13.8K | 0.00% | −5−5.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $16.1K | 0.00% | +1+0.9% | Added |
| Headlands Technologies LLC | 131 | $21.0K | 0.01% | +131 | New |
| Advisory Services Network, LLC | 141 | $22.6K | 0.00% | +141 | New |
| GAMMA Investing LLC | 155 | $23.0K | 0.01% | +155 | New |
| Birchbrook, Inc. | 150 | $24.1K | 0.02% | +150 | New |
| Point72 Europe (London) LLP | 154 | $24.7K | 0.00% | +154 | New |
| Salem Investment Counselors Inc | 155 | $24.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 165 | $26.5K | 0.03% | +165 | New |
| Venturi Wealth Management, LLC | 173 | $27.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 182 | $29.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $32.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 212 | $34.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $40.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $41.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 261 | $42.2K | 0.01% | +261 | New |
| Parallel Advisors, LLC | 272 | $43.7K | 0.00% | +1+0.4% | Added |
| GHP Investment Advisors, Inc. | 276 | $44.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 281 | $45.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 281 | $45.1K | 0.00% | +4+1.4% | Added |
| Valley National Advisers Inc | 292 | $46.0K | 0.01% | −32−9.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $48.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 337 | $54.1K | 0.00% | −13−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 359 | $57.6K | 0.00% | −60−14.3% | Reduced |
| Ronald Blue Trust, Inc. | 346 | $58.0K | 0.00% | +165+91.2% | Added |
| Spire Wealth Management | 413 | $62.5K | 0.00% | −122−22.8% | Reduced |
| KBC Group NV | 426 | $68.0K | 0.00% | +142+50.0% | Added |
| Edmond de Rothschild Holding S.A. | 481 | $77.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $78.7K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $80.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 538 | $86.4K | 0.00% | −4,327−88.9% | Reduced |
| Founders Capital Management | 550 | $88.3K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 601 | $96.5K | 0.00% | −1,902−76.0% | Reduced |
| Signaturefd, LLC | 619 | $99.4K | 0.00% | +14+2.3% | Added |
| Whittier Trust Co | 700 | $112.4K | 0.00% | −9−1.3% | Reduced |
| SG Americas Securities, LLC | 710 | $114.0K | 0.00% | −642−47.5% | Reduced |
| Harvest Fund Management Co., Ltd | 733 | $118.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 994 | $159.5K | 0.00% | +994 | New |
| Nemes Rush Group LLC | 1,000 | $160.5K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,035 | $166.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,089 | $174.8K | 0.00% | +150+16.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,114 | $178.8K | 0.04% | +1,114 | New |
| Tradition Wealth Management, LLC | 1,174 | $188.0K | 0.02% | −27−2.2% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $200.6K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,261 | $202.6K | 0.04% | −320−20.2% | Reduced |
| NDVR, Inc. | 1,265 | $203.0K | 0.24% | +1,265 | New |
| Northwestern Mutual Wealth Management Co | 1,338 | $214.8K | 0.00% | +18+1.4% | Added |
| MML Investors Services, LLC | 1,372 | $220.0K | 0.00% | −1,083−44.1% | Reduced |
| Lincoln National Corp | 1,377 | $221.0K | 0.00% | +1,377 | New |
| Allworth Financial LP | 1,390 | $223.1K | 0.00% | −309−18.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,428 | $229.0K | 0.00% | −76−5.1% | Reduced |
| Kestra Advisory Services, LLC | 1,439 | $231.0K | 0.00% | −312−17.8% | Reduced |
| Scientech Research LLC | 1,481 | $237.5K | 0.24% | +1,481 | New |
| Ci Investments Inc. | 1,490 | $239.0K | 0.00% | +100+7.2% | Added |