Institutional Ownership Penske Automotive Group, Inc. (PAG)
This table provides information about the institutional ownership of Penske Automotive Group, Inc. (PAG). We have compiled data on the 420 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
80
shares
|
$13,986
0.0% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
78
shares
|
$13,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$13,461
0.01% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
74
shares
|
$12,937
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
72
shares
|
$12,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
68
shares
|
$11,888
0.0% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
67
shares
|
$11,713
0.0% of portfolio
|
Q1 2024
Reduced 10.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
66
shares
|
$11,538
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
64
shares
|
$11,189
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
59
shares
|
$10,314
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
56
shares
|
$9,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
55
shares
|
$9,615
0.0% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
52
shares
|
$9,091
0.0% of portfolio
|
Q1 2024
Reduced 25.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$8,916
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
50
shares
|
$8,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
50
shares
|
$8,741
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
50
shares
|
$8,741
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
49
shares
|
$8,566
0.0% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
45
shares
|
$7,867
0.0% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44
shares
|
$7,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
37
shares
|
$6,468
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
36
shares
|
$6,293
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
36
shares
|
$6,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
35
shares
|
$6,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
35
shares
|
$6,119
0.0% of portfolio
|
Q1 2025
New holding
|