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 426 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
100
shares
|
$15,909
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
93
shares
|
$14,795
0.0% of portfolio
|
Q2 2022
Reduced 84.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
92
shares
|
$14,636
0.0% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
89
shares
|
$14,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
85
shares
|
$13,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
80
shares
|
$12,727
0.0% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
80
shares
|
$12,727
0.0% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
77
shares
|
$12,249
0.01% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$11,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$11,295
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
70
shares
|
$11,136
0.0% of portfolio
|
Q3 2025
Added 94.44%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
70
shares
|
$11,136
0.0% of portfolio
|
Q4 2025
Added 7.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
67
shares
|
$10,659
0.0% of portfolio
|
Q1 2024
Reduced 10.67%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
63
shares
|
$10,022
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
60
shares
|
$9,545
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
59
shares
|
$9,386
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
52
shares
|
$8,272
0.0% of portfolio
|
Q1 2024
Reduced 25.71%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
50
shares
|
$7,954
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
49
shares
|
$7,795
0.0% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
47
shares
|
$7,477
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
45
shares
|
$7,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
38
shares
|
$6,045
0.01% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
37
shares
|
$5,886
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
35
shares
|
$5,568
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
35
shares
|
$5,568
0.0% of portfolio
|
Q4 2023
New holding
|
|