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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.

Institutional holdersQ4 2023: 365 institutions
Q1 2021: 250 institutionsQ2 2021: 269 institutionsQ3 2021: 286 institutionsQ4 2021: 313 institutionsQ1 2022: 320 institutionsQ2 2022: 327 institutionsQ3 2022: 319 institutionsQ4 2022: 325 institutionsQ1 2023: 333 institutionsQ2 2023: 348 institutionsQ3 2023: 355 institutionsQ4 2023: 365 institutionsQ1 2024: 361 institutionsQ2 2024: 351 institutionsQ3 2024: 371 institutionsQ4 2024: 373 institutionsQ1 2025: 390 institutionsQ2 2025: 368 institutionsQ3 2025: 387 institutionsQ4 2025: 396 institutionsQ1 2026: 376 institutionsQ2 2026: 396 institutions
Value heldQ4 2023: $2.78B
Q1 2021: $2.35BQ2 2021: $2.14BQ3 2021: $2.67BQ4 2021: $2.68BQ1 2022: $2.29BQ2 2022: $2.57BQ3 2022: $2.32BQ4 2022: $2.42BQ1 2023: $2.88BQ2 2023: $3.08BQ3 2023: $3.02BQ4 2023: $2.78BQ1 2024: $2.85BQ2 2024: $2.53BQ3 2024: $2.59BQ4 2024: $2.45BQ1 2025: $2.34BQ2 2025: $2.89BQ3 2025: $2.93BQ4 2025: $2.73BQ1 2026: $2.65BQ2 2026: $3.32B
Institutions holding PAG and their total value by quarter
QuarterHoldersValue
Q2 2026396$3.32B
Q1 2026376$2.65B
Q4 2025396$2.73B
Q3 2025387$2.93B
Q2 2025368$2.89B
Q1 2025390$2.34B
Q4 2024373$2.45B
Q3 2024371$2.59B
Q2 2024351$2.53B
Q1 2024361$2.85B
Q4 2023365$2.78B
Q3 2023355$3.02B
Q2 2023348$3.08B
Q1 2023333$2.88B
Q4 2022325$2.42B
Q3 2022319$2.32B
Q2 2022327$2.57B
Q1 2022320$2.29B
Q4 2021313$2.68B
Q3 2021286$2.67B
Q2 2021269$2.14B
Q1 2021250$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.

Institutions holding PAG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Savant Capital, LLC1,546$248.1K0.00%−3−0.2%Reduced
Corton Capital Inc.1,550$248.8K0.08%+1,550New
BFSG, LLC1,565$251.2K0.04%−113−6.7%Reduced
Wealth Enhancement Advisory Services, LLC1,567$251.6K0.00%+132+9.2%Added
Investors Research Corp1,575$252.8K0.06%00.0%Unchanged
Seven Eight Capital, LP1,586$254.6K0.03%−586−27.0%Reduced
Maryland State Retirement & Pension System1,587$254.7K0.01%00.0%Unchanged
IFP Advisors, Inc1,602$257.1K0.01%−77−4.6%Reduced
Guggenheim Capital LLC1,626$261.0K0.00%−1,378−45.9%Reduced
Securian Asset Management, Inc1,653$265.3K0.01%00.0%Unchanged
Pathstone Holdings, LLC1,660$266.4K0.00%+1,660New
Walden Wealth Partners LLC1,663$266.9K0.17%+1,663New
Eqis Capital Management, Inc.1,673$268.6K0.02%−184−9.9%Reduced
Zacks Investment Management1,683$270.1K0.00%−33,346−95.2%Reduced
US Bancorp1,689$271.1K0.00%+53+3.2%Added
Delta Capital Management LLC1,710$274.0K0.19%−10−0.6%Reduced
Captrust Financial Advisors1,731$277.8K0.00%+96+5.9%Added
PEAK6 Investments LLC1,750$280.9K0.01%+1,750New
Apollon Wealth Management, LLC1,785$286.5K0.01%+68+4.0%Added
Baker Ellis Asset Management LLC1,800$288.9K0.05%−200−10.0%Reduced
Nations Financial Group Inc,1,818$291.8K0.03%+11+0.6%Added
Moneta Group Investment Advisors LLC1,830$293.7K0.01%00.0%Unchanged
Quent Capital, LLC1,830$293.8K0.04%+96+5.5%Added
EP Wealth Advisors, LLC1,833$294.2K0.00%−2−0.1%Reduced
Martingale Asset Management L P1,846$296.3K0.01%−4,015−68.5%Reduced
Panagora Asset Management Inc1,860$298.5K0.00%00.0%Unchanged
State of Wisconsin Investment Board1,914$307.2K0.00%−431−18.4%Reduced
Donaldson Capital Management, LLC1,943$311.9K0.01%00.0%Unchanged
Cookson Peirce & Co Inc2,009$322.0K0.02%+385+23.7%Added
Mariner, LLC2,026$325.2K0.00%−96−4.5%Reduced
Johnson Investment Counsel Inc2,027$325.4K0.00%00.0%Unchanged
EMC Capital Management2,074$333.0K0.22%00.0%Unchanged
State of Alaska, Department of Revenue2,105$337.0K0.00%−235−10.0%Reduced
Federated Hermes, Inc.2,106$338.0K0.00%−275−11.5%Reduced
Ethic Inc.2,120$340.3K0.01%+434+25.7%Added
Independent Advisor Alliance2,124$340.9K0.01%00.0%Unchanged
Teza Capital Management LLC2,136$342.8K0.06%+351+19.7%Added
Duality Advisers, LP2,195$352.3K0.04%+2,195New
CWM, LLC2,198$353.0K0.00%−48−2.1%Reduced
Courier Capital LLC2,258$362.4K0.03%00.0%Unchanged
Cetera Investment Advisers2,276$365.3K0.00%−972−29.9%Reduced
Wealthspire Advisors, LLC2,277$365.5K0.01%00.0%Unchanged
Pictet Asset Management Holding SA2,288$367.2K0.00%−5−0.2%Reduced
Clearbridge Investments, LLC2,300$369.2K0.00%00.0%Unchanged
Forum Financial Management, LP2,350$377.2K0.01%00.0%Unchanged
Arkadios Wealth Advisors2,386$382.9K0.03%−130−5.2%Reduced
Argent Trust Co2,400$385.2K0.02%00.0%Unchanged
Nebula Research & Development LLC2,432$390.4K0.12%+2,432New
Beacon Pointe Advisors, LLC2,482$398.4K0.00%+9+0.4%Added
Invictus Private Wealth, LLC2,515$403.7K0.04%−45−1.8%Reduced
SkyOak Wealth, LLC2,550$409.3K0.11%+80+3.2%Added
Winton Group Ltd2,554$409.9K0.03%−4,256−62.5%Reduced
Bank of Nova Scotia2,634$422.8K0.00%−71−2.6%Reduced
Denali Advisors LLC2,651$425.5K0.13%+100+3.9%Added
Public Employees Retirement Association of Colorado2,770$445.0K0.00%00.0%Unchanged
M&T Bank Corp2,792$448.1K0.00%−753−21.2%Reduced
Man Group plc2,802$449.7K0.00%––
Stratos Wealth Partners, LTD.2,919$468.6K0.01%−1,229−29.6%Reduced
Simplex Trading, LLC3,001$481.0K0.01%+3,001New
Susquehanna International Group, LLP2,997$481.0K0.00%−6,072−67.0%Reduced
Merrion Investment Management Co, LLC3,000$481.5K0.38%00.0%Unchanged
Kapitalo Investimentos Ltda3,018$484.4K0.10%−718−19.2%Reduced
Xponance, Inc.3,022$485.1K0.01%+234+8.4%Added
Cooper Financial Group3,030$486.4K0.09%−1,288−29.8%Reduced
Raymond James Financial Services Advisors, Inc.3,117$500.3K0.00%+358+13.0%Added
Private Advisor Group, LLC3,161$507.4K0.00%+43+1.4%Added
Bank of Montreal3,128$510.0K0.00%+911+41.1%Added
Brown Advisory Inc3,307$530.8K0.00%+2,000+153.0%Added
Mirabella Financial Services LLP3,411$547.5K0.08%+3,411New
Mercer Global Advisors Inc3,429$550.0K0.00%+415+13.8%Added
Two Sigma Securities, LLC3,456$554.7K0.03%+3,456New
Inceptionr LLC3,500$561.8K0.40%+141+4.2%Added
Pacer Advisors, Inc.3,558$571.1K0.00%+1,437+67.8%Added
Virtu Financial LLC3,607$579.0K0.05%+3,607New
Voya Investment Management LLC3,650$585.9K0.00%−866−19.2%Reduced
Point72 Middle East FZE3,738$600.0K0.04%+3,738New
QRG Capital Management, Inc.3,853$618.5K0.01%−173−4.3%Reduced
Neuberger Berman Group LLC3,892$624.7K0.00%−2,122−35.3%Reduced
Cambridge Investment Research Advisors, Inc.3,934$631.0K0.00%−1,114−22.1%Reduced
JustInvest LLC3,948$633.6K0.02%+1,733+78.2%Added
Rafferty Asset Management, LLC3,997$641.6K0.00%+1,163+41.0%Added
New Mexico Educational Retirement Board4,000$642.0K0.02%00.0%Unchanged
Burke & Herbert Bank & Trust Co4,000$642.0K0.46%00.0%Unchanged
Atlas Capital Advisors LLC4,094$657.1K0.10%+164+4.2%Added
The PNC Financial Services Group, Inc.4,186$671.9K0.00%+73+1.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,295$689.4K0.00%+359+9.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,301$690.4K0.01%+349+8.8%Added
Northwestern Mutual Investment Management Company, LLC4,337$696.1K0.02%+8+0.2%Added
Ameritas Investment Partners, Inc.4,377$702.6K0.03%00.0%Unchanged
Handelsbanken Fonder AB4,416$709.0K0.00%−700−13.7%Reduced
Cresset Asset Management, LLC4,491$720.8K0.00%+138+3.2%Added
Commonwealth Equity Services, LLC4,582$736.0K0.00%+111+2.5%Added
Ashton Thomas Private Wealth, LLC4,655$747.2K0.05%+176+3.9%Added
Princeton Global Asset Management LLC4,675$750.4K0.19%+4,675New
State of Michigan Retirement System4,700$754.4K0.00%00.0%Unchanged
Scotia Capital Inc.4,815$772.9K0.00%+4,815New
Thrivent Financial for Lutherans4,869$782.0K0.00%−18−0.4%Reduced
FORA Capital, LLC4,966$797.1K0.07%−630−11.3%Reduced
Chase Investment Counsel Corp5,000$802.0K0.35%+5,000New
Creative Planning5,403$867.3K0.00%+423+8.5%Added