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 2024
Institutional positions in Penske Automotive Group, Inc. as of Dec 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
- 373
- +6 vs. Q3 2024
- Shares held
- 16.1M
- +66.2K (+0.4%) vs. Q3 2024
- Total value
- $2.45B
- −$136.0M (−5.3%) vs. Q3 2024
- New holders
- 53
- 125 more added
- Sold out
- 47
- 129 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Penske Automotive Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 260 | $39.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $30.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 175 | $26.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 174 | $26.5K | 0.00% | −247−58.7% | Reduced |
| Salem Investment Counselors Inc | 158 | $24.1K | 0.00% | +3+1.9% | Added |
| CIBC Private Wealth Group, LLC | 139 | $21.2K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 128 | $20.0K | 0.00% | +128 | New |
| R Squared Ltd | 130 | $19.8K | 0.02% | +130 | New |
| Global Retirement Partners, LLC | 121 | $18.4K | 0.00% | +13+12.0% | Added |
| EverSource Wealth Advisors, LLC | 118 | $18.0K | 0.00% | +94+391.7% | Added |
| Lee Danner & Bass Inc | 117 | $17.8K | 0.00% | +117 | New |
| Perkins Coie Trust Co | 112 | $17.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 107 | $16.4K | 0.00% | −2−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 100 | $15.2K | 0.00% | +1+1.0% | Added |
| Venturi Wealth Management, LLC | 98 | $14.9K | 0.00% | −3−3.0% | Reduced |
| Colonial Trust Co | 97 | $14.8K | 0.00% | +97 | New |
| Roxbury Financial LLC | 85 | $14.2K | 0.01% | +85 | New |
| Clearstead Advisors, LLC | 90 | $13.7K | 0.00% | +5+5.9% | Added |
| Parkside Financial Bank & Trust | 89 | $13.6K | 0.00% | +19+27.1% | Added |
| Mather Group, LLC. | 89 | $13.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $11.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $11.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 71 | $10.8K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 67 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 66 | $10.1K | 0.01% | +66 | New |
| Covestor Ltd | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 65 | $9.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61 | $9.30K | 0.00% | +1+1.7% | Added |
| Geneos Wealth Management Inc. | 56 | $8.54K | 0.00% | −6−9.7% | Reduced |
| Jones Financial Companies LLLP | 56 | $8.54K | 0.00% | +12+27.3% | Added |
| CVA Family Office, LLC | 55 | $8.38K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 53 | $8.12K | 0.00% | −652−92.5% | Reduced |
| FLP Wealth Management, LLC | 52 | $7.96K | 0.02% | +52 | New |
| North Star Investment Management Corp. | 52 | $7.93K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $7.62K | 0.00% | −4,768−99.0% | Reduced |
| Bell Investment Advisors, Inc | 50 | $7.62K | 0.00% | +5+11.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $7.32K | 0.00% | −58−54.7% | Reduced |
| Lindbrook Capital, LLC | 40 | $6.10K | 0.00% | +3+8.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37 | $5.58K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 36 | $5.49K | 0.01% | +36 | New |
| Westend Capital Management, LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $4.73K | 0.00% | +31 | New |
| First Horizon Advisors, Inc. | 26 | $3.97K | 0.00% | −5−16.1% | Reduced |
| Versant Capital Management, Inc | 25 | $3.81K | 0.00% | −5−16.7% | Reduced |
| Pineridge Advisors LLC | 23 | $3.52K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 22 | $3.35K | 0.00% | +17+340.0% | Added |
| Massmutual Trust Co FSB | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 19 | $2.90K | 0.00% | +19 | New |
| Huntington National Bank | 16 | $2.44K | 0.00% | +6+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $2.29K | 0.00% | −1−6.3% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.98K | 0.00% | −8−38.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 10 | $1.52K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 8 | $1.22K | 0.00% | −1−11.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 8 | $1.22K | 0.00% | +8 | New |
| Spectrum Wealth Counsel, LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.07K | 0.00% | −2−22.2% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.07K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $915 | 0.00% | +5+500.0% | Added |
| Capital A Wealth Management, LLC | 6 | $915 | 0.00% | +6 | New |
| Sachetta, LLC | 5 | $763 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 3 | $457 | 0.00% | +3 | New |
| Quest Partners LLC | 2 | $305 | 0.00% | −2,887−99.9% | Reduced |
| Principal Securities, Inc. | 2 | $305 | 0.00% | −6−75.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $305 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $305 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,239−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,240−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −18,346−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,115−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −59,146−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |