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, Q1 2024
Institutional positions in Penske Automotive Group, Inc. as of Mar 31, 2024. 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
- 361
- −4 vs. Q4 2023
- Shares held
- 17.6M
- +248.8K (+1.4%) vs. Q4 2023
- Total value
- $2.85B
- +$65.5M (+2.4%) vs. Q4 2023
- New holders
- 39
- 103 more added
- Sold out
- 43
- 144 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $162 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $486 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $486 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 4 | $648 | 0.00% | −20−83.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $648 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 7 | $1.13K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $1.46K | 0.00% | +9 | New |
| Hexagon Capital Partners LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Amundi | 13 | $1.92K | 0.00% | −20,761−99.9% | Reduced |
| Sachetta, LLC | 12 | $1.93K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $2.29K | 0.00% | −1−6.3% | Reduced |
| Massmutual Trust Co FSB | 15 | $2.43K | 0.00% | −4−21.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.43K | 0.00% | −2−11.8% | Reduced |
| Umb Bank N A | 16 | $2.59K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $2.75K | 0.00% | −19−52.8% | Reduced |
| Parkside Financial Bank & Trust | 21 | $3.40K | 0.00% | −3−12.5% | Reduced |
| SJS Investment Consulting Inc. | 22 | $3.56K | 0.00% | −3−12.0% | Reduced |
| Retirement Group, LLC | 25 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 26 | $4.06K | 0.00% | +25+2,500.0% | Added |
| Geneos Wealth Management Inc. | 30 | $4.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 31 | $5.02K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.67K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $5.67K | 0.00% | +35 | New |
| LRI Investments, LLC | 36 | $5.83K | 0.00% | +36 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.99K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 41 | $6.58K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 41 | $6.64K | 0.00% | +19+86.4% | Added |
| Hantz Financial Services, Inc. | 45 | $7.00K | 0.00% | +45 | New |
| First Horizon Advisors, Inc. | 43 | $7.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $7.29K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $8.10K | 0.00% | −200−80.0% | Reduced |
| North Star Investment Management Corp. | 52 | $8.42K | 0.00% | −18−25.7% | Reduced |
| CVA Family Office, LLC | 55 | $8.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $10.9K | 0.00% | −8−10.7% | Reduced |
| Private Trust Co NA | 73 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $12.1K | 0.00% | −2−2.6% | Reduced |
| National Bank of Canada | 79 | $12.3K | 0.00% | +1+1.3% | Added |
| Deseret Mutual Benefit Administrators | 77 | $12.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 84 | $13.1K | 0.00% | +84 | New |
| Lindbrook Capital, LLC | 86 | $13.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 88 | $14.3K | 0.00% | −85−49.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 108 | $17.5K | 0.00% | +1+0.9% | Added |
| CIBC Private Wealth Group, LLC | 119 | $19.1K | 0.00% | +119 | New |
| Birchbrook, Inc. | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 153 | $24.8K | 0.01% | +102+200.0% | Added |
| Salem Investment Counselors Inc | 155 | $25.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 159 | $25.8K | 0.01% | +4+2.6% | Added |
| JJJ Advisors Inc. | 182 | $29.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $32.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 244 | $40.0K | 0.00% | −489−66.7% | Reduced |
| Nomura Asset Management Co Ltd | 260 | $42.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 265 | $43.1K | 0.01% | +4+1.5% | Added |
| GHP Investment Advisors, Inc. | 276 | $44.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $45.0K | 0.01% | −12−4.1% | Reduced |
| Fifth Third Bancorp | 283 | $45.8K | 0.00% | +2+0.7% | Added |
| Parallel Advisors, LLC | 305 | $49.4K | 0.00% | +33+12.1% | Added |
| Quadrant Capital Group LLC | 326 | $52.8K | 0.00% | −11−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 359 | $58.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 380 | $61.6K | 0.00% | +99+35.2% | Added |
| Spire Wealth Management | 413 | $66.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 426 | $69.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $79.4K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $81.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 521 | $84.5K | 0.04% | +521 | New |
| State of Wyoming | 539 | $87.3K | 0.01% | +539 | New |
| Founders Capital Management | 550 | $89.1K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 601 | $97.4K | 0.00% | −18−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 644 | $104.3K | 0.00% | +298+86.1% | Added |
| Whittier Trust Co | 700 | $113.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 819 | $132.6K | 0.00% | −270−24.8% | Reduced |
| Bokf, NA | 958 | $154.0K | 0.00% | −36−3.6% | Reduced |
| Nemes Rush Group LLC | 1,000 | $162.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $162.0K | 0.02% | +1,000 | New |
| Arcadia Investment Management Corp | 1,035 | $167.7K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,066 | $172.7K | 0.01% | −15,086−93.4% | Reduced |
| Guggenheim Capital LLC | 1,241 | $201.0K | 0.00% | −385−23.7% | Reduced |
| Kornitzer Capital Management Inc | 1,250 | $202.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,256 | $203.0K | 0.00% | −234−15.7% | Reduced |
| Diametric Capital, LP | 1,264 | $204.8K | 0.11% | +1,264 | New |
| Paragon Capital Management Ltd | 1,267 | $205.4K | 0.04% | +6+0.5% | Added |
| Vident Advisory, LLC | 1,328 | $215.1K | 0.00% | +1,328 | New |
| BFSG, LLC | 1,341 | $217.2K | 0.03% | −224−14.3% | Reduced |
| EMC Capital Management | 1,372 | $222.0K | 0.13% | −702−33.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,389 | $225.0K | 0.00% | +51+3.8% | Added |
| Allworth Financial LP | 1,390 | $225.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,417 | $229.5K | 0.00% | +1,417 | New |
| Eqis Capital Management, Inc. | 1,440 | $233.3K | 0.02% | −233−13.9% | Reduced |
| Maryland State Retirement & Pension System | 1,587 | $237.7K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,481 | $239.9K | 0.02% | +1,481 | New |