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, Q3 2024
Institutional positions in Penske Automotive Group, Inc. as of Sep 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
- 371
- +25 vs. Q2 2024
- Shares held
- 16.0M
- +1.55M (+10.7%) vs. Q2 2024
- Total value
- $2.59B
- +$431.8M (+20.0%) vs. Q2 2024
- New holders
- 53
- 103 more added
- Sold out
- 28
- 140 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 421 | $68.4K | 0.00% | −75−15.1% | Reduced |
| Spire Wealth Management | 387 | $62.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 384 | $62.4K | 0.00% | +10+2.7% | Added |
| TD Waterhouse Canada Inc. | 373 | $60.5K | 0.00% | +30+8.7% | Added |
| Federation des caisses Desjardins du Quebec | 359 | $58.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 334 | $54.5K | 0.01% | +154+85.6% | Added |
| Quadrant Capital Group LLC | 326 | $52.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 290 | $47.1K | 0.00% | −28−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 276 | $44.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $42.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 262 | $39.0K | 0.01% | +262 | New |
| Park Place Capital Corp | 200 | $32.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 181 | $29.4K | 0.00% | +21+13.1% | Added |
| Birchbrook, Inc. | 175 | $28.4K | 0.02% | +25+16.7% | Added |
| Salem Investment Counselors Inc | 155 | $25.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 139 | $22.6K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 112 | $18.2K | 0.00% | +112 | New |
| Farther Finance Advisors, LLC | 109 | $17.8K | 0.00% | +7+6.9% | Added |
| Global Retirement Partners, LLC | 108 | $17.6K | 0.00% | −15−12.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 106 | $17.2K | 0.00% | +69+186.5% | Added |
| Venturi Wealth Management, LLC | 101 | $16.4K | 0.00% | +4+4.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $16.2K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 99 | $16.1K | 0.01% | +99 | New |
| Mather Group, LLC. | 89 | $14.4K | 0.00% | +48+117.1% | Added |
| Clearstead Advisors, LLC | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 84 | $13.6K | 0.00% | +4+5.0% | Added |
| Deseret Mutual Benefit Administrators | 77 | $12.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $11.4K | 0.00% | +17+32.1% | Added |
| JFS Wealth Advisors, LLC | 67 | $10.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 65 | $10.6K | 0.00% | +51+364.3% | Added |
| Geneos Wealth Management Inc. | 62 | $10.1K | 0.00% | +32+106.7% | Added |
| Covestor Ltd | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $9.74K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 58 | $9.42K | 0.00% | +58 | New |
| CVA Family Office, LLC | 55 | $8.93K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 52 | $8.45K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 51 | $8.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $7.31K | 0.00% | −3−6.3% | Reduced |
| Jones Financial Companies LLLP | 44 | $7.17K | 0.00% | +39+780.0% | Added |
| Lindbrook Capital, LLC | 37 | $6.01K | 0.00% | −58−61.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $6.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.68K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $5.68K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $5.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.52K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 31 | $5.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $4.87K | 0.00% | +19+172.7% | Added |
| EverSource Wealth Advisors, LLC | 24 | $3.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $3.41K | 0.00% | −1−4.5% | Reduced |
| Massmutual Trust Co FSB | 20 | $3.25K | 0.00% | +1+5.3% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Amundi | 13 | $2.01K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | −180−92.3% | Reduced |
| Huntington National Bank | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.46K | 0.00% | +9 | New |
| Principal Securities, Inc. | 8 | $1.30K | 0.00% | +8 | New |
| Spectrum Wealth Counsel, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $813 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 5 | $812 | 0.00% | −6−54.5% | Reduced |
| Claris Advisors, LLC | 4 | $650 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 2 | $325 | 0.00% | −12−85.7% | Reduced |
| Central Trust Co | 2 | $325 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −78,093−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −10,119−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,597−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −2,464−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,101−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |