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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 3,030 | $486.4K | 0.09% | −1,288−29.8% | Reduced |
| Xponance, Inc. | 3,022 | $485.1K | 0.01% | +234+8.4% | Added |
| Kapitalo Investimentos Ltda | 3,018 | $484.4K | 0.10% | −718−19.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $481.5K | 0.38% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,997 | $481.0K | 0.00% | −6,072−67.0% | Reduced |
| Simplex Trading, LLC | 3,001 | $481.0K | 0.01% | +3,001 | New |
| Stratos Wealth Partners, LTD. | 2,919 | $468.6K | 0.01% | −1,229−29.6% | Reduced |
| Man Group plc | 2,802 | $449.7K | 0.00% | – | – |
| M&T Bank Corp | 2,792 | $448.1K | 0.00% | −753−21.2% | Reduced |
| Public Employees Retirement Association of Colorado | 2,770 | $445.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,651 | $425.5K | 0.13% | +100+3.9% | Added |
| Bank of Nova Scotia | 2,634 | $422.8K | 0.00% | −71−2.6% | Reduced |
| Winton Group Ltd | 2,554 | $409.9K | 0.03% | −4,256−62.5% | Reduced |
| SkyOak Wealth, LLC | 2,550 | $409.3K | 0.11% | +80+3.2% | Added |
| Invictus Private Wealth, LLC | 2,515 | $403.7K | 0.04% | −45−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,482 | $398.4K | 0.00% | +9+0.4% | Added |
| Nebula Research & Development LLC | 2,432 | $390.4K | 0.12% | +2,432 | New |
| Argent Trust Co | 2,400 | $385.2K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,386 | $382.9K | 0.03% | −130−5.2% | Reduced |
| Forum Financial Management, LP | 2,350 | $377.2K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,300 | $369.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,288 | $367.2K | 0.00% | −5−0.2% | Reduced |
| Wealthspire Advisors, LLC | 2,277 | $365.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,276 | $365.3K | 0.00% | −972−29.9% | Reduced |
| Courier Capital LLC | 2,258 | $362.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,198 | $353.0K | 0.00% | −48−2.1% | Reduced |
| Duality Advisers, LP | 2,195 | $352.3K | 0.04% | +2,195 | New |
| Teza Capital Management LLC | 2,136 | $342.8K | 0.06% | +351+19.7% | Added |
| Independent Advisor Alliance | 2,124 | $340.9K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 2,120 | $340.3K | 0.01% | +434+25.7% | Added |
| Federated Hermes, Inc. | 2,106 | $338.0K | 0.00% | −275−11.5% | Reduced |
| State of Alaska, Department of Revenue | 2,105 | $337.0K | 0.00% | −235−10.0% | Reduced |
| EMC Capital Management | 2,074 | $333.0K | 0.22% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,027 | $325.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,026 | $325.2K | 0.00% | −96−4.5% | Reduced |
| Cookson Peirce & Co Inc | 2,009 | $322.0K | 0.02% | +385+23.7% | Added |
| Donaldson Capital Management, LLC | 1,943 | $311.9K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,914 | $307.2K | 0.00% | −431−18.4% | Reduced |
| Panagora Asset Management Inc | 1,860 | $298.5K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,846 | $296.3K | 0.01% | −4,015−68.5% | Reduced |
| EP Wealth Advisors, LLC | 1,833 | $294.2K | 0.00% | −2−0.1% | Reduced |
| Quent Capital, LLC | 1,830 | $293.8K | 0.04% | +96+5.5% | Added |
| Moneta Group Investment Advisors LLC | 1,830 | $293.7K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,818 | $291.8K | 0.03% | +11+0.6% | Added |
| Baker Ellis Asset Management LLC | 1,800 | $288.9K | 0.05% | −200−10.0% | Reduced |
| Apollon Wealth Management, LLC | 1,785 | $286.5K | 0.01% | +68+4.0% | Added |
| PEAK6 Investments LLC | 1,750 | $280.9K | 0.01% | +1,750 | New |
| Captrust Financial Advisors | 1,731 | $277.8K | 0.00% | +96+5.9% | Added |
| Delta Capital Management LLC | 1,710 | $274.0K | 0.19% | −10−0.6% | Reduced |
| US Bancorp | 1,689 | $271.1K | 0.00% | +53+3.2% | Added |
| Zacks Investment Management | 1,683 | $270.1K | 0.00% | −33,346−95.2% | Reduced |
| Eqis Capital Management, Inc. | 1,673 | $268.6K | 0.02% | −184−9.9% | Reduced |
| Walden Wealth Partners LLC | 1,663 | $266.9K | 0.17% | +1,663 | New |
| Pathstone Holdings, LLC | 1,660 | $266.4K | 0.00% | +1,660 | New |
| Securian Asset Management, Inc | 1,653 | $265.3K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,626 | $261.0K | 0.00% | −1,378−45.9% | Reduced |
| IFP Advisors, Inc | 1,602 | $257.1K | 0.01% | −77−4.6% | Reduced |
| Maryland State Retirement & Pension System | 1,587 | $254.7K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,586 | $254.6K | 0.03% | −586−27.0% | Reduced |
| Investors Research Corp | 1,575 | $252.8K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,567 | $251.6K | 0.00% | +132+9.2% | Added |
| BFSG, LLC | 1,565 | $251.2K | 0.04% | −113−6.7% | Reduced |
| Corton Capital Inc. | 1,550 | $248.8K | 0.08% | +1,550 | New |
| Savant Capital, LLC | 1,546 | $248.1K | 0.00% | −3−0.2% | Reduced |
| Ci Investments Inc. | 1,490 | $239.0K | 0.00% | +100+7.2% | Added |
| Scientech Research LLC | 1,481 | $237.5K | 0.24% | +1,481 | New |
| Kestra Advisory Services, LLC | 1,439 | $231.0K | 0.00% | −312−17.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,428 | $229.0K | 0.00% | −76−5.1% | Reduced |
| Allworth Financial LP | 1,390 | $223.1K | 0.00% | −309−18.2% | Reduced |
| Lincoln National Corp | 1,377 | $221.0K | 0.00% | +1,377 | New |
| MML Investors Services, LLC | 1,372 | $220.0K | 0.00% | −1,083−44.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,338 | $214.8K | 0.00% | +18+1.4% | Added |
| NDVR, Inc. | 1,265 | $203.0K | 0.24% | +1,265 | New |
| Paragon Capital Management Ltd | 1,261 | $202.6K | 0.04% | −320−20.2% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $200.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,174 | $188.0K | 0.02% | −27−2.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,114 | $178.8K | 0.04% | +1,114 | New |
| GWM Advisors LLC | 1,089 | $174.8K | 0.00% | +150+16.0% | Added |
| Arcadia Investment Management Corp | 1,035 | $166.1K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $160.5K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 994 | $159.5K | 0.00% | +994 | New |
| Harvest Fund Management Co., Ltd | 733 | $118.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 710 | $114.0K | 0.00% | −642−47.5% | Reduced |
| Whittier Trust Co | 700 | $112.4K | 0.00% | −9−1.3% | Reduced |
| Signaturefd, LLC | 619 | $99.4K | 0.00% | +14+2.3% | Added |
| Tower Research Capital LLC (TRC) | 601 | $96.5K | 0.00% | −1,902−76.0% | Reduced |
| Founders Capital Management | 550 | $88.3K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 538 | $86.4K | 0.00% | −4,327−88.9% | Reduced |
| Ancora Advisors, LLC | 500 | $80.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $78.7K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 481 | $77.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 426 | $68.0K | 0.00% | +142+50.0% | Added |
| Spire Wealth Management | 413 | $62.5K | 0.00% | −122−22.8% | Reduced |
| Ronald Blue Trust, Inc. | 346 | $58.0K | 0.00% | +165+91.2% | Added |
| Federation des caisses Desjardins du Quebec | 359 | $57.6K | 0.00% | −60−14.3% | Reduced |
| Quadrant Capital Group LLC | 337 | $54.1K | 0.00% | −13−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 300 | $48.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 292 | $46.0K | 0.01% | −32−9.9% | Reduced |
| Gradient Investments LLC | 281 | $45.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 281 | $45.1K | 0.00% | +4+1.4% | Added |