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 $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
80
shares
|
$14,525
0.0% of portfolio
|
Q1 2023
Added 128.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
78
shares
|
$14,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
77
shares
|
$13,980
0.01% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
72
shares
|
$13,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
71
shares
|
$12,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
68
shares
|
$12,346
0.0% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
67
shares
|
$12,165
0.0% of portfolio
|
Q1 2024
Reduced 10.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
66
shares
|
$11,983
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
64
shares
|
$11,620
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
59
shares
|
$10,712
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
52
shares
|
$9,441
0.0% of portfolio
|
Q1 2024
Reduced 25.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$9,260
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
50
shares
|
$9,078
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$9,078
0.0% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
50
shares
|
$9,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
49
shares
|
$8,896
0.0% of portfolio
|
Q1 2025
Added 206.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
49
shares
|
$8,896
0.0% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44
shares
|
$7,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
37
shares
|
$6,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
36
shares
|
$6,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
35
shares
|
$6,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
35
shares
|
$6,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
35
shares
|
$6,354
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
35
shares
|
$6,354
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
34
shares
|
$6,173
0.0% of portfolio
|
Q2 2024
Reduced 17.07%
|