PENSKE AUTOMOTIVE GROUP, INC. (PAG) — Institutional Holders, Q2 2026 (page 4)
398 institutional investment managers reported a PAG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 398. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PAG 13F holders ranked 301–398 of 398
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Mitsubishi UFJ Asset Management , Ltd.#301 · 197 sh | 197 | $35.0K | 0.00% | +432.4% |
| 302 | Essential Partners#302 · 189 sh | 189 | $33.8K | — | -60.5% |
| 303 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#303 · 179 sh | 179 | $31.7K | <0.01% | 0.0% |
| 304 | SALEM INVESTMENT COUNSELORS#304 · 158 sh | 158 | $28.3K | — | 0.0% |
| 305 | CVA Family Office#305 · 152 sh | 152 | $27.2K | <0.01% | +4.1% |
| 306 | BNP Paribas Asset Management Holding S.A.#306 · 149 sh | 149 | $26.7K | 0.00% | +112.9% |
| 307 | MassMutual Private Wealth & , FSB#307 · 123 sh | 123 | $22.0K | — | +28.1% |
| 308 | Aquatic Capital Management#308 · 119 sh | 119 | $21.3K | <0.01% | -98.9% |
| 309 | Deseret Mutual Benefit Administrators#309 · 116 sh | 116 | $20.8K | <0.01% | 0.0% |
| 310 | Perkins Coie#310 · 112 sh | 112 | $20.0K | — | 0.0% |
| 311 | Clearstead Advisors#311 · 106 sh | 106 | $19.0K | <0.01% | +17.8% |
| 312 | Newbridge Financial Services Group#312 · 103 sh | 103 | $18.5K | — | 0.0% |
| 313 | MARK SHEPTOFF FINANCIAL PLANNING#313 · 100 sh | 100 | $17.9K | <0.01% | 0.0% |
| 314 | Ritter Daniher Financial Advisory / DE#314 · 100 sh | 100 | $17.9K | <0.01% | New |
| 315 | Cape Investment Advisory#315 · 100 sh | 100 | $17.9K | — | New |
| 316 | Basecamp Wealth Advisors#316 · 97 sh | 97 | $17.4K | <0.01% | 0.0% |
| 317 | MATHER GROUP#317 · 89 sh | 89 | $15.8K | — | 0.0% |
| 318 | ASSETMARK#318 · 87 sh | 87 | $15.6K | — | -3.3% |
| 319 | Geneos Wealth Management#319 · 86 sh | 86 | $15.4K | <0.01% | 0.0% |
| 320 | Roxbury Financial#320 · 85 sh | 85 | $15.3K | — | 0.0% |
| 321 | Owl Creek Wealth Partners#321 · 85 sh | 85 | $15.2K | — | 0.0% |
| 322 | PRIVATE NA#322 · 80 sh | 80 | $14.3K | — | 0.0% |
| 323 | TD PRIVATE CLIENT WEALTH#323 · 73 sh | 73 | $13.1K | <0.01% | +49.0% |
| 324 | Physician Wealth Advisors#324 · 71 sh | 71 | $12.7K | — | 0.0% |
| 325 | Private Wealth Asset Management#325 · 71 sh | 71 | $12.7K | <0.01% | 0.0% |
| 326 | Fortitude Family Office#326 · 70 sh | 70 | $12.5K | — | +2.9% |
| 327 | JFS WEALTH ADVISORS#327 · 69 sh | 69 | $12.3K | <0.01% | +3.0% |
| 328 | North Star Investment Management#328 · 58 sh | 58 | $10.4K | <0.01% | +11.5% |
| 329 | Pinnacle Wealth Planning Services#329 · 58 sh | 58 | $10.4K | <0.01% | -3.3% |
| 330 | Ameritas Advisory Services#330 · 57 sh | 57 | $10.3K | <0.01% | New |
| 331 | HUNTINGTON NATIONAL BANK#331 · 55 sh | 55 | $9.8K | 0.00% | +14.6% |
| 332 | Bruce G. Allen Investments#332 · 54 sh | 54 | $9.7K | <0.01% | +54.3% |
| 333 | Manchester Capital Management#333 · 53 sh | 53 | $9.5K | — | +3.9% |
| 334 | TrueNorth#334 · 53 sh | 53 | $9.5K | <0.01% | +51.4% |
| 335 | Quarry#335 · 52 sh | 52 | $9.3K | <0.01% | New |
| 336 | Princeton Global Asset Management#336 · 50 sh | 50 | $8.9K | — | 0.0% |
| 337 | Keating Financial Advisory Services#337 · 46 sh | 46 | $8.2K | <0.01% | +53.3% |
| 338 | COMPASS FINANCIAL MANAGEMENT#338 · 42 sh | 42 | $8.1K | <0.01% | — |
| 339 | Walleye Trading#339 · 42 sh | 42 | $7.5K | 0.00% | New |
| 340 | ACTION POINT FINANCIAL PLANNING#340 · 45 sh | 45 | $7.3K | <0.01% | New |
| 341 | WPG Advisers#341 · 41 sh | 41 | $7.3K | <0.01% | 0.0% |
| 342 | Transamerica Financial Advisors#342 · 40 sh | 40 | $7.2K | <0.01% | +300.0% |
| 343 | Covestor Ltd#343 · 35 sh | 35 | $6.0K | <0.01% | +2.9% |
| 344 | Torren Management#344 · 33 sh | 33 | $5.9K | <0.01% | 0.0% |
| 345 | Jackson, Grant Investment Advisers#345 · 32 sh | 32 | $5.7K | <0.01% | 0.0% |
| 346 | Sachetta#346 · 31 sh | 31 | $5.5K | <0.01% | +675.0% |
| 347 | Bell Investment Advisors#347 · 29 sh | 29 | $5.2K | <0.01% | 0.0% |
| 348 | Clearstead#348 · 27 sh | 27 | $4.8K | <0.01% | +35.0% |
| 349 | Bogart Wealth#349 · 26 sh | 26 | $4.7K | <0.01% | 0.0% |
| 350 | Cranbrook Wealth Management#350 · 24 sh | 24 | $4.3K | <0.01% | 0.0% |
| 351 | Bare Financial Services#351 · 22 sh | 22 | $3.9K | <0.01% | +144.4% |
| 352 | High Note Wealth#352 · 21 sh | 21 | $3.8K | <0.01% | New |
| 353 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#353 · 20 sh | 20 | $3.6K | <0.01% | +185.7% |
| 354 | Marquette Asset Management#354 · 20 sh | 20 | $3.6K | — | 0.0% |
| 355 | Creative Capital Management Investments#355 · 18 sh | 18 | $3.2K | <0.01% | New |
| 356 | Rialto Wealth Management#356 · 17 sh | 17 | $3.0K | <0.01% | +142.9% |
| 357 | SJS Investment Consulting#357 · 16 sh | 16 | $2.9K | — | -15.8% |
| 358 | FARMERS & MERCHANTS INVESTMENTS#358 · 16 sh | 16 | $2.9K | — | 0.0% |
| 359 | DiNuzzo Private Wealth#359 · 15 sh | 15 | $2.7K | — | 0.0% |
| 360 | Cornerstone Financial Management#360 · 15 sh | 15 | $2.7K | <0.01% | +150.0% |
| 361 | Bay Harbor Wealth Management#361 · 14 sh | 14 | $2.5K | <0.01% | +40.0% |
| 362 | BROWN BROTHERS HARRIMAN#362 · 11 sh | 11 | $2.0K | 0.00% | 0.0% |
| 363 | SHP Wealth Management#363 · 11 sh | 11 | $2.0K | <0.01% | +57.1% |
| 364 | Rossby Financial, LCC#364 · 10 sh | 10 | $1.8K | <0.01% | +42.9% |
| 365 | CENTRAL#365 · 10 sh | 10 | $1.8K | 0.00% | New |
| 366 | HFM Investment Advisors#366 · 9 sh | 9 | $1.6K | <0.01% | +125.0% |
| 367 | James T. Borello RIA#367 · 9 sh | 9 | $1.6K | — | -30.8% |
| 368 | THURSTON, SPRINGER, MILLER, HERD & TITAK#368 · 9 sh | 9 | $1.6K | — | 0.0% |
| 369 | Strategic Wealth Partners, Ltd.#369 · 7 sh | 7 | $1.3K | <0.01% | 0.0% |
| 370 | True Wealth Design#370 · 7 sh | 7 | $1.3K | — | -30.0% |
| 371 | ZRC WEALTH MANAGEMENT#371 · 7 sh | 7 | $1.3K | — | -41.7% |
| 372 | MV CAPITAL MANAGEMENT#372 · 6 sh | 6 | $1.1K | <0.01% | New |
| 373 | JPL Wealth Management#373 · 6 sh | 6 | $1.1K | <0.01% | 0.0% |
| 374 | Capital Advisors, Ltd.#374 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 375 | OGOREK ANTHONY JOSEPH /NY#375 · 6 sh | 6 | $1.0K | <0.01% | New |
| 376 | RAFFA WEALTH MANAGEMENT#376 · 5 sh | 5 | $895.00 | <0.01% | 0.0% |
| 377 | Grove Bank#377 · 5 sh | 5 | $895.00 | — | 0.0% |
| 378 | Ares Financial Consulting#378 · 5 sh | 5 | $895.00 | — | 0.0% |
| 379 | LRI Investments#379 · 4 sh | 4 | $716.00 | <0.01% | New |
| 380 | Hughes Financial Services#380 · 4 sh | 4 | $716.00 | <0.01% | +300.0% |
| 381 | S&T BANK#381 · 3 sh | 3 | $537.00 | <0.01% | New |
| 382 | HARBOUR INVESTMENTS#382 · 2 sh | 2 | $438.00 | 0.00% | New |
| 383 | Trust Co#383 · 2 sh | 2 | $361.00 | — | 0.0% |
| 384 | GoalVest Advisory#384 · 2 sh | 2 | $358.00 | — | New |
| 385 | Activest Wealth Management#385 · 2 sh | 2 | $358.00 | — | New |
| 386 | Beaird Harris Wealth Management#386 · 2 sh | 2 | $358.00 | 0.00% | 0.0% |
| 387 | Mosley Wealth Management#387 · 2 sh | 2 | $358.00 | — | New |
| 388 | NBT BANK N A#388 · 2 sh | 2 | $358.00 | — | 0.0% |
| 389 | DecisionPoint Financial#389 · 2 sh | 2 | $355.00 | <0.01% | New |
| 390 | Cornerstone Planning Group#390 · 1 sh | 1 | $215.00 | — | New |
| 391 | AdvisorNet Financial#391 · 1 sh | 1 | $179.00 | — | New |
| 392 | TFC Financial Management#392 · 1 sh | 1 | $179.00 | — | 0.0% |
| 393 | MARYLAND CAPITAL ADVISORS#393 · 1 sh | 1 | $179.00 | — | — |
| 394 | Seneschal Advisors#394 · 1 sh | 1 | $179.00 | <0.01% | 0.0% |
| 395 | Planning Strategies#395 · 1 sh | 1 | $179.00 | — | — |
| 396 | Halbert, Hargrove/Russell#396 · 0 sh | 0 | $52.00 | — | New |
| 397 | Navigoe#397 · 4 sh | 4 | $0.00 | 0.00% | New |
| 398 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#398 · 20,551 sh | 20,551 | — | — | -15.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.