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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 1,546 | $248.1K | 0.00% | −3−0.2% | Reduced |
| Corton Capital Inc. | 1,550 | $248.8K | 0.08% | +1,550 | New |
| BFSG, LLC | 1,565 | $251.2K | 0.04% | −113−6.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,567 | $251.6K | 0.00% | +132+9.2% | Added |
| Investors Research Corp | 1,575 | $252.8K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,586 | $254.6K | 0.03% | −586−27.0% | Reduced |
| Maryland State Retirement & Pension System | 1,587 | $254.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,602 | $257.1K | 0.01% | −77−4.6% | Reduced |
| Guggenheim Capital LLC | 1,626 | $261.0K | 0.00% | −1,378−45.9% | Reduced |
| Securian Asset Management, Inc | 1,653 | $265.3K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,660 | $266.4K | 0.00% | +1,660 | New |
| Walden Wealth Partners LLC | 1,663 | $266.9K | 0.17% | +1,663 | New |
| Eqis Capital Management, Inc. | 1,673 | $268.6K | 0.02% | −184−9.9% | Reduced |
| Zacks Investment Management | 1,683 | $270.1K | 0.00% | −33,346−95.2% | Reduced |
| US Bancorp | 1,689 | $271.1K | 0.00% | +53+3.2% | Added |
| Delta Capital Management LLC | 1,710 | $274.0K | 0.19% | −10−0.6% | Reduced |
| Captrust Financial Advisors | 1,731 | $277.8K | 0.00% | +96+5.9% | Added |
| PEAK6 Investments LLC | 1,750 | $280.9K | 0.01% | +1,750 | New |
| Apollon Wealth Management, LLC | 1,785 | $286.5K | 0.01% | +68+4.0% | Added |
| Baker Ellis Asset Management LLC | 1,800 | $288.9K | 0.05% | −200−10.0% | Reduced |
| Nations Financial Group Inc, | 1,818 | $291.8K | 0.03% | +11+0.6% | Added |
| Moneta Group Investment Advisors LLC | 1,830 | $293.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,830 | $293.8K | 0.04% | +96+5.5% | Added |
| EP Wealth Advisors, LLC | 1,833 | $294.2K | 0.00% | −2−0.1% | Reduced |
| Martingale Asset Management L P | 1,846 | $296.3K | 0.01% | −4,015−68.5% | Reduced |
| Panagora Asset Management Inc | 1,860 | $298.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,914 | $307.2K | 0.00% | −431−18.4% | Reduced |
| Donaldson Capital Management, LLC | 1,943 | $311.9K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,009 | $322.0K | 0.02% | +385+23.7% | Added |
| Mariner, LLC | 2,026 | $325.2K | 0.00% | −96−4.5% | Reduced |
| Johnson Investment Counsel Inc | 2,027 | $325.4K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,074 | $333.0K | 0.22% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,105 | $337.0K | 0.00% | −235−10.0% | Reduced |
| Federated Hermes, Inc. | 2,106 | $338.0K | 0.00% | −275−11.5% | Reduced |
| Ethic Inc. | 2,120 | $340.3K | 0.01% | +434+25.7% | Added |
| Independent Advisor Alliance | 2,124 | $340.9K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,136 | $342.8K | 0.06% | +351+19.7% | Added |
| Duality Advisers, LP | 2,195 | $352.3K | 0.04% | +2,195 | New |
| CWM, LLC | 2,198 | $353.0K | 0.00% | −48−2.1% | Reduced |
| Courier Capital LLC | 2,258 | $362.4K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,276 | $365.3K | 0.00% | −972−29.9% | Reduced |
| Wealthspire Advisors, LLC | 2,277 | $365.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,288 | $367.2K | 0.00% | −5−0.2% | Reduced |
| Clearbridge Investments, LLC | 2,300 | $369.2K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,350 | $377.2K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,386 | $382.9K | 0.03% | −130−5.2% | Reduced |
| Argent Trust Co | 2,400 | $385.2K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,432 | $390.4K | 0.12% | +2,432 | New |
| Beacon Pointe Advisors, LLC | 2,482 | $398.4K | 0.00% | +9+0.4% | Added |
| Invictus Private Wealth, LLC | 2,515 | $403.7K | 0.04% | −45−1.8% | Reduced |
| SkyOak Wealth, LLC | 2,550 | $409.3K | 0.11% | +80+3.2% | Added |
| Winton Group Ltd | 2,554 | $409.9K | 0.03% | −4,256−62.5% | Reduced |
| Bank of Nova Scotia | 2,634 | $422.8K | 0.00% | −71−2.6% | Reduced |
| Denali Advisors LLC | 2,651 | $425.5K | 0.13% | +100+3.9% | Added |
| Public Employees Retirement Association of Colorado | 2,770 | $445.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,792 | $448.1K | 0.00% | −753−21.2% | Reduced |
| Man Group plc | 2,802 | $449.7K | 0.00% | – | – |
| Stratos Wealth Partners, LTD. | 2,919 | $468.6K | 0.01% | −1,229−29.6% | Reduced |
| Simplex Trading, LLC | 3,001 | $481.0K | 0.01% | +3,001 | New |
| Susquehanna International Group, LLP | 2,997 | $481.0K | 0.00% | −6,072−67.0% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $481.5K | 0.38% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,018 | $484.4K | 0.10% | −718−19.2% | Reduced |
| Xponance, Inc. | 3,022 | $485.1K | 0.01% | +234+8.4% | Added |
| Cooper Financial Group | 3,030 | $486.4K | 0.09% | −1,288−29.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,117 | $500.3K | 0.00% | +358+13.0% | Added |
| Private Advisor Group, LLC | 3,161 | $507.4K | 0.00% | +43+1.4% | Added |
| Bank of Montreal | 3,128 | $510.0K | 0.00% | +911+41.1% | Added |
| Brown Advisory Inc | 3,307 | $530.8K | 0.00% | +2,000+153.0% | Added |
| Mirabella Financial Services LLP | 3,411 | $547.5K | 0.08% | +3,411 | New |
| Mercer Global Advisors Inc | 3,429 | $550.0K | 0.00% | +415+13.8% | Added |
| Two Sigma Securities, LLC | 3,456 | $554.7K | 0.03% | +3,456 | New |
| Inceptionr LLC | 3,500 | $561.8K | 0.40% | +141+4.2% | Added |
| Pacer Advisors, Inc. | 3,558 | $571.1K | 0.00% | +1,437+67.8% | Added |
| Virtu Financial LLC | 3,607 | $579.0K | 0.05% | +3,607 | New |
| Voya Investment Management LLC | 3,650 | $585.9K | 0.00% | −866−19.2% | Reduced |
| Point72 Middle East FZE | 3,738 | $600.0K | 0.04% | +3,738 | New |
| QRG Capital Management, Inc. | 3,853 | $618.5K | 0.01% | −173−4.3% | Reduced |
| Neuberger Berman Group LLC | 3,892 | $624.7K | 0.00% | −2,122−35.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,934 | $631.0K | 0.00% | −1,114−22.1% | Reduced |
| JustInvest LLC | 3,948 | $633.6K | 0.02% | +1,733+78.2% | Added |
| Rafferty Asset Management, LLC | 3,997 | $641.6K | 0.00% | +1,163+41.0% | Added |
| New Mexico Educational Retirement Board | 4,000 | $642.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 4,000 | $642.0K | 0.46% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,094 | $657.1K | 0.10% | +164+4.2% | Added |
| The PNC Financial Services Group, Inc. | 4,186 | $671.9K | 0.00% | +73+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,295 | $689.4K | 0.00% | +359+9.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,301 | $690.4K | 0.01% | +349+8.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,337 | $696.1K | 0.02% | +8+0.2% | Added |
| Ameritas Investment Partners, Inc. | 4,377 | $702.6K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,416 | $709.0K | 0.00% | −700−13.7% | Reduced |
| Cresset Asset Management, LLC | 4,491 | $720.8K | 0.00% | +138+3.2% | Added |
| Commonwealth Equity Services, LLC | 4,582 | $736.0K | 0.00% | +111+2.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,655 | $747.2K | 0.05% | +176+3.9% | Added |
| Princeton Global Asset Management LLC | 4,675 | $750.4K | 0.19% | +4,675 | New |
| State of Michigan Retirement System | 4,700 | $754.4K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,815 | $772.9K | 0.00% | +4,815 | New |
| Thrivent Financial for Lutherans | 4,869 | $782.0K | 0.00% | −18−0.4% | Reduced |
| FORA Capital, LLC | 4,966 | $797.1K | 0.07% | −630−11.3% | Reduced |
| Chase Investment Counsel Corp | 5,000 | $802.0K | 0.35% | +5,000 | New |
| Creative Planning | 5,403 | $867.3K | 0.00% | +423+8.5% | Added |