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, Q2 2024
Institutional positions in Penske Automotive Group, Inc. as of Jun 30, 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
- 351
- −7 vs. Q1 2024
- Shares held
- 16.9M
- −612.0K (−3.5%) vs. Q1 2024
- Total value
- $2.53B
- −$317.8M (−11.2%) vs. Q1 2024
- New holders
- 42
- 112 more added
- Sold out
- 49
- 123 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 97 | $14.5K | 0.00% | +9+10.2% | Added |
| Lindbrook Capital, LLC | 95 | $14.2K | 0.00% | +9+10.5% | Added |
| Clearstead Advisors, LLC | 85 | $12.7K | 0.00% | +85 | New |
| National Bank of Canada | 80 | $11.8K | 0.00% | +1+1.3% | Added |
| Deseret Mutual Benefit Administrators | 77 | $11.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $9.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $8.94K | 0.00% | +60 | New |
| CVA Family Office, LLC | 55 | $8.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $7.90K | 0.00% | +32+152.4% | Added |
| North Star Investment Management Corp. | 52 | $7.75K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 51 | $7.50K | 0.00% | −102−66.7% | Reduced |
| Bell Investment Advisors, Inc | 48 | $7.15K | 0.00% | +3+6.7% | Added |
| Mather Group, LLC. | 41 | $6.64K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 38 | $5.66K | 0.00% | +38 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.51K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $5.51K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $5.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.07K | 0.00% | −7−17.1% | Reduced |
| TD Private Client Wealth LLC | 34 | $5.07K | 0.00% | +25+277.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 31 | $4.76K | 0.00% | −12−27.9% | Reduced |
| Geneos Wealth Management Inc. | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $4.18K | 0.00% | +9+60.0% | Added |
| SJS Investment Consulting Inc. | 22 | $3.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $2.83K | 0.00% | +4+26.7% | Added |
| Quarry LP | 19 | $2.83K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $2.38K | 0.00% | +1+6.7% | Added |
| Umb Bank N A | 14 | $2.09K | 0.00% | −2−12.5% | Reduced |
| RFP Financial Group LLC | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $2.09K | 0.00% | +10+250.0% | Added |
| EdgeRock Capital LLC | 14 | $2.09K | 0.00% | +14 | New |
| Amundi | 13 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.64K | 0.00% | +9+450.0% | Added |
| Huntington National Bank | 10 | $1.49K | 0.00% | +8+400.0% | Added |
| Farmers & Merchants Investments Inc | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $900 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 5 | $745 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $448 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $149 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $149 | 0.00% | +1 | New |
| Innealta Capital, LLC | 1 | $149 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| LRI Investments, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,986−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,048−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −25,802−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −18,511−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −17,059−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −15,462−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,287−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,137−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,653−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |