PENSKE AUTOMOTIVE GRP INC (PAG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
370
Reporting holders
$3.3B
Reported value
27.9%
Of shares outstanding
0.9%
Held as options
+20
Holder change
Institutions report 18,302,921 shares against 65,662,873 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $417.5M | 2,333,144 | 0.01% | 8q | -2.8%-$12.2M |
| DIMENSIONAL FUND ADVISORS LP | $294.9M | 1,648,081 | 0.05% | 31q | +13.8%+$35.8M |
| VICTORY CAPITAL MANAGEMENT INC | $293.9M | 1,642,363 | 0.16% | 31q | -0.7%-$2.1M |
| BANK OF MONTREAL /CAN/ | $147.7M | 825,389 | 0.05% | 12q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $142.5M | 796,548 | 0.01% | 2q | -2.4%-$3.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $136.8M | 764,299 | 0.00% | 2q | +0.8%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113.0M | 631,653 | 0.02% | 31q | +10.4%+$10.6M |
| Sixth Street Partners Management Company, L.P. | $113.0M | 631,653 | 0.02% | new | NEW |
| STATE STREET CORP | $111.9M | 625,209 | 0.00% | 31q | -1.6%-$1.9M |
| MORGAN STANLEY | $104.6M | 584,751 | 0.01% | 35q | +1.2%+$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $81.6M | 456,043 | 0.03% | 31q | -0.8%-$643.1K |
| BANK OF AMERICA CORP /DE/ | $79.1M | 441,829 | 0.01% | 31q | -4.7%-$3.9M |
| GAMCO INVESTORS, INC. ET AL | $70.6M | 394,387 | 0.63% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $69.0M | 385,752 | 0.01% | 31q | +11.9%+$7.3M |
| Bank of New York Mellon Corp | $67.8M | 378,997 | 0.01% | 31q | -2.6%-$1.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $63.6M | 355,157 | 0.00% | 31q | HELD |
| Bahl & Gaynor LLC | $47.4M | 264,799 | 0.22% | 22q | +95.6%+$23.2M |
| UBS Group AG | $43.9M | 245,492 | 0.01% | 31q | +39.6%+$12.5M |
| Invesco Ltd. | $43.2M | 241,287 | 0.00% | 31q | +18.9%+$6.9M |
| NORGES BANK | $35.9M | 200,575 | 0.00% | 32q | -1.2%-$438.6K |
| BRUNI J V & CO /CO | $30.8M | 171,994 | 2.81% | 31q | -1.8%-$576.6K |
| PRIVATE MANAGEMENT GROUP INC | $30.5M | 170,497 | 0.80% | 31q | -0.7%-$224.8K |
| MILLENNIUM MANAGEMENT LLC | $30.2M | 168,776 | 0.01% | 22q | +253.3%+$21.7M |
| FMR LLC | $27.3M | 152,615 | 0.00% | 31q | +4.1%+$1.1M |
| NORTHERN TRUST CORP | $26.6M | 148,914 | 0.00% | 31q | HELD |
| J. Goldman & Co LP | $26.4M | 121,579 | 0.68% | new | NEW |
| FIRST TRUST ADVISORS LP | $25.1M | 139,992 | 0.01% | 31q | +71.1%+$10.4M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $24.9M | 139,067 | 0.28% | 30q | -2.4%-$615.6K |
| Hamlin Capital Management, LLC | $23.3M | 129,925 | 0.52% | 3q | -1.1%-$257.2K |
| CITIGROUP INC | $22.5M | 125,605 | 0.01% | 31q | +132.9%+$12.8M |
| JPMORGAN CHASE & CO | $21.1M | 116,580 | 0.00% | 31q | +30.5%+$4.9M |
| D. E. Shaw & Co., Inc. | $21.1M | 117,983 | 0.01% | 24q | -6.3%-$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $20.5M | 114,728 | 0.00% | 2q | +1.2%+$238.9K |
| Gotham Asset Management, LLC | $20.0M | 111,940 | 0.05% | 6q | +49.7%+$6.6M |
| Moran Wealth Management, LLC | $18.5M | 103,649 | 0.51% | 7q | -3.3%-$637.2K |
| BARCLAYS PLC | $17.2M | 95,864 | 0.00% | 31q | +62.8%+$6.6M |
| GABELLI FUNDS LLC | $15.0M | 84,000 | 0.10% | 31q | HELD |
| Squarepoint Ops LLC | $14.1M | 78,666 | 0.02% | 3q | -49.3%-$13.7M |
| CITADEL ADVISORS LLC | $12.0M | 11,906 | 0.00% | 31q | -82.4%-$56.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.8M | options only | 0.00% | 31q | OPTIONS |
| PDT Partners, LLC | $11.5M | 64,010 | 0.60% | 4q | +251.9%+$8.2M |
| FRANKLIN RESOURCES INC | $11.3M | 63,226 | 0.00% | 21q | +10.9%+$1.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $11.2M | 62,533 | 0.05% | 10q | -49.3%-$10.9M |
| RHUMBLINE ADVISERS | $10.2M | 56,805 | 0.01% | 31q | -1.2%-$128.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.3M | 51,935 | 0.00% | 31q | -8.6%-$877.2K |
| RENAISSANCE TECHNOLOGIES LLC | $9.3M | 51,700 | 0.01% | 8q | -36.6%-$5.3M |
| Quantinno Capital Management LP | $8.9M | 49,767 | 0.01% | 18q | +4.2%+$358.6K |
| Allworth Financial LP | $8.7M | 48,347 | 0.04% | 25q | -1.2%-$101.5K |
| AMERIPRISE FINANCIAL INC | $8.6M | 48,060 | 0.00% | 24q | -49.7%-$8.5M |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 47,841 | 0.00% | 7q | +13.0%+$988.2K |
| PRINCIPAL FINANCIAL GROUP INC | $7.5M | 41,804 | 0.00% | 20q | +1.5%+$112.2K |
| GILDER GAGNON HOWE & CO LLC | $7.4M | 41,166 | 0.08% | 31q | HELD |
| HANCOCK WHITNEY CORP | $7.3M | 40,983 | 0.12% | 6q | +627.8%+$6.3M |
| ROYAL BANK OF CANADA | $7.3M | 40,643 | 0.00% | 31q | +48.4%+$2.4M |
| Calydon Capital | $7.1M | 39,620 | 1.04% | 2q | +1.3%+$92.3K |
| Swiss National Bank | $6.5M | 36,300 | 0.00% | 31q | -6.9%-$483.2K |
| DEUTSCHE BANK AG\ | $5.6M | 31,140 | 0.00% | 34q | +0.9%+$50.1K |
| ALPS ADVISORS INC | $5.3M | 29,597 | 0.02% | 4q | +3.0%+$155.1K |
| Nuveen, LLC | $5.2M | 29,029 | 0.00% | 6q | +3.0%+$153.4K |
| Nilsine Partners, LLC | $4.9M | 27,655 | 0.34% | 14q | +0.6%+$28.3K |
| Applied Capital LLC/FL | $4.9M | 27,632 | 2.01% | 15q | +1.1%+$54.8K |
| Legal & General Group Plc | $4.8M | 27,068 | 0.00% | 31q | -5.0%-$253.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $4.7M | 26,538 | 0.01% | 5q | +8.3%+$364.9K |
| Ilex Capital Partners (UK) LLP | $4.7M | 26,373 | 0.10% | new | NEW |
| NATIXIS | $4.6M | 25,563 | 0.02% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $4.1M | 22,780 | 0.00% | 31q | +118.4%+$2.2M |
| NISA INVESTMENT ADVISORS, LLC | $4.0M | 22,630 | 0.01% | 31q | HELD |
| TRUST CO OF VERMONT | $4.0M | 22,585 | 0.15% | 30q | -3.0%-$125.1K |
| SEI INVESTMENTS CO | $3.6M | 20,259 | 0.00% | 31q | -20.9%-$956.0K |
| Retirement Systems of Alabama | $3.4M | 19,041 | 0.01% | 12q | -15.8%-$638.3K |
| ALLIANCEBERNSTEIN L.P. | $3.2M | 21,237 | 0.00% | 31q | -5.5%-$184.4K |
| Creative Planning | $3.2M | 17,729 | 0.00% | 17q | +70.6%+$1.3M |
| Inspire Advisors, LLC | $3.2M | 17,757 | 0.22% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.1M | 17,400 | 0.00% | new | NEW |
| Corient Private Wealth LP | $3.1M | 17,138 | 0.00% | 15q | +56.9%+$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.0M | 16,861 | 0.00% | 2q | -7.5%-$244.4K |
| Independent Solutions Wealth Management, LLC | $2.9M | 16,371 | 0.38% | 3q | -1.7%-$49.2K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.8M | 15,916 | 0.00% | 31q | -2.6%-$75.2K |
| LONDON CO OF VIRGINIA | $2.8M | 15,816 | 0.02% | 31q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $2.8M | 15,385 | 0.00% | 2q | -40.4%-$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.6M | 14,735 | 0.00% | 15q | -0.9%-$24.3K |
| HighTower Advisors, LLC | $2.5M | 14,221 | 0.00% | 24q | -6.0%-$161.2K |
| Quantbot Technologies LP | $2.5M | 14,020 | 0.10% | 4q | -25.9%-$874.9K |
| Illinois Municipal Retirement Fund | $2.4M | 13,144 | 0.03% | 24q | -18.8%-$546.3K |
| Jump Financial, LLC | $2.3M | 12,958 | 0.02% | 3q | +32.3%+$565.7K |
| Vestmark Advisory Solutions, Inc. | $2.3M | 12,940 | 0.02% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.3M | 12,940 | 0.04% | 4q | HELD |
| Holocene Advisors, LP | $2.2M | 12,524 | 0.01% | 2q | -6.6%-$157.5K |
| LPL Financial LLC | $2.2M | 12,220 | 0.00% | 22q | +3.7%+$78.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 12,054 | 0.00% | 31q | +55.9%+$773.6K |
| Significant Wealth Partners LLC | $2.2M | 12,032 | 2.33% | 2q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.1M | 11,569 | 0.00% | 6q | +3.1%+$61.9K |
| WELLS FARGO & COMPANY/MN | $2.1M | 11,512 | 0.00% | 31q | -43.6%-$1.6M |
| SummitTX Capital, L.P. | $2.0M | 11,061 | 0.05% | 4q | -0.9%-$18.4K |
| Walleye Trading LLC | $2.0M | 42 | 0.00% | new | NEW |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $2.0M | 10,935 | 0.02% | 2q | HELD |
| LOGAN CAPITAL MANAGEMENT INC | $1.9M | 10,527 | 0.07% | 31q | HELD |
| Blue Chip Partners, LLC | $1.9M | 10,497 | 0.12% | 31q | +0.8%+$15.2K |
| Chicago Partners Investment Group LLC | $1.8M | 8,375 | 0.04% | 23q | +4.5%+$77.2K |
| Integrated Wealth Concepts LLC | $1.8M | 10,009 | 0.01% | 2q | +177.6%+$1.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13D/A | Mitsui & Co., Ltd.with 1 co-filers | 20.3% |
| 2026-07-22 | 13D/A | Penske Corporationwith 1 co-filers | 52.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 370 | $3.3B | 18,302,921 | 58 | 127 | 95 | 0.9% |
| Q1 2026 | 350 | $2.5B | 16,866,702 | 44 | 110 | 116 | 0.8% |
| Q4 2025 | 365 | $2.6B | 16,337,121 | 58 | 105 | 109 | 0.3% |
| Q3 2025 | 357 | $2.8B | 15,960,059 | 60 | 110 | 107 | 0.4% |
| Q2 2025 | 335 | $2.7B | 15,852,606 | 43 | 103 | 106 | 0.3% |
| Q1 2025 | 357 | $2.2B | 15,169,548 | 47 | 124 | 96 | 0.3% |
| Q4 2024 | 341 | $2.3B | 14,915,492 | 31 | 105 | 111 | 1.2% |
| Q3 2024 | 337 | $2.5B | 14,883,404 | 45 | 79 | 129 | 2.3% |
| Q2 2024 | 319 | $2.4B | 15,772,819 | 38 | 95 | 101 | 1.6% |
| Q1 2024 | 325 | $2.8B | 16,730,336 | 34 | 87 | 117 | 2.7% |
| Q4 2023 | 322 | $2.6B | 15,991,947 | 23 | 84 | 112 | 2.0% |
| Q3 2023 | 315 | $2.8B | 16,219,362 | 45 | 90 | 108 | 4.3% |
| Q2 2023 | 301 | $2.8B | 16,262,595 | 41 | 69 | 114 | 2.3% |
| Q1 2023 | 276 | $2.6B | 17,811,447 | 34 | 92 | 95 | 2.0% |
| Q4 2022 | 253 | $1.6B | 14,003,390 | 35 | 54 | 110 | 2.3% |
| Q3 2022 | 321 | $2.4B | 23,563,639 | 43 | 89 | 130 | 5.1% |
| Q2 2022 | 330 | $2.6B | 24,605,011 | 58 | 88 | 127 | 2.6% |
| Q1 2022 | 318 | $2.3B | 24,435,817 | 47 | 93 | 108 | 1.6% |
| Q4 2021 | 314 | $2.7B | 25,041,878 | 55 | 72 | 113 | 1.2% |
| Q3 2021 | 287 | $2.7B | 26,528,132 | 48 | 72 | 95 | 1.1% |
| Q2 2021 | 268 | $2.2B | 28,491,522 | 49 | 78 | 85 | 1.5% |
| Q1 2021 | 253 | $2.4B | 29,312,646 | 49 | 68 | 76 | 2.1% |
| Q4 2020 | 241 | $1.8B | 29,981,276 | 47 | 55 | 80 | 2.2% |
| Q3 2020 | 214 | $1.5B | 31,081,663 | 40 | 52 | 72 | 1.0% |
| Q2 2020 | 202 | $1.2B | 31,307,024 | 46 | 55 | 70 | 0.9% |
| Q1 2020 | 185 | $965.2M | 34,328,134 | 14 | 60 | 60 | 0.4% |
| Q4 2019 | 244 | $1.7B | 33,292,472 | 42 | 67 | 76 | 0.3% |
| Q3 2019 | 220 | $1.7B | 34,860,379 | 22 | 71 | 79 | 0.3% |
| Q2 2019 | 236 | $1.7B | 35,511,780 | 31 | 61 | 95 | 1.1% |
| Q1 2019 | 261 | $1.7B | 37,188,193 | 34 | 88 | 91 | 0.8% |
| Q4 2018 | 262 | $1.5B | 37,479,463 | 3 | 7 | 4 | 0.9% |