PAG · Company research
Penske Automotive Group, Inc. (PAG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
69records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73 | 13063 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 12705 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4400 | 787380 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 8117 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56805 | 10165211 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250 | 223687 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 3579 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1607355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 17895 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8234 | 1473474 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3677601 | 20551 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47026 | 8415303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2957 | 529 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1860 | 332847 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 678533 | 121423 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 9484 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 89475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7113 | 1272871 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 860486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2717 | 486207 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 2863 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 6 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22585 | 4041586 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Perkins Coie Trust Co | 1513038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 20042 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2230 | 399 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Moran Wealth Management, LLC | 1965334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103429 | 18508620 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22630 | 4049639 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6039 | 1080678 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 715800 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1401 | 250709 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1968 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5161 | 924 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263 | 48647 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 704 | 125981 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7266 | 1300251 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 862469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 716 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64163 | 11482 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282785 | 50619395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| North Star Investment Management Corp. | 1342857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 10379 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7436 | 1331 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8851 | 1583886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DELTA CAPITAL MANAGEMENT LLC | 893738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1730 | 310 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5502 | 984583 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 17358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 776 | 141459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39620 | 7089922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kendall Capital Management | 1731372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7280 | 1302756 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bahl & Gaynor LLC | 872259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 264799 | 47385781 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fruth Investment Management | 1416856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 1342 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7186 | 1286017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1288 | 192581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 531 | 95022 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 16106 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 73368 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12800 | 2290560 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 321606 | 57551394 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123 | 22011 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8136 | 1455937 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22780 | 4076481 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5352 | 958 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5033 | 900655 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84000 | 15031800 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394387 | 70575554 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3778 | 676073 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1760 | 314952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 14316 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1077 | 192729 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 14503 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2130 | 318 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46736 | 6987967 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3535 | 607348 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
