PENSKE AUTOMOTIVE GRP INC PAG
COM · Common Stock · CUSIP 70959W103
International transportation services company
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersBloomfield Hills, MI
- Founded1990
- Websitepenskeautomotive.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.1m this quarter). Holder counts are more reliable. Shares outstanding: 65.7m as of 2026-04-16, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $142.48. Options: 5 managers hold calls ($11.1m notional), 4 hold puts ($8.4m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 320 |
| Q4 2022 | 325 |
| Q1 2023 | 332 |
| Q2 2023 | 348 |
| Q3 2023 | 355 |
| Q4 2023 | 366 |
| Q1 2024 | 362 |
| Q2 2024 | 353 |
| Q3 2024 | 372 |
| Q4 2024 | 374 |
| Q1 2025 | 391 |
| Q2 2025 | 370 |
| Q3 2025 | 387 |
| Q4 2025 | 395 |
| Q1 2026 | 375 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 152 | 171 |
| Q3 2024 | 151 | 169 |
| Q4 2024 | 158 | 175 |
| Q1 2025 | 196 | 150 |
| Q2 2025 | 163 | 194 |
| Q3 2025 | 183 | 164 |
| Q4 2025 | 180 | 185 |
| Q1 2026 | 171 | 188 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $6.9m | $2.6m | 0.38 |
| Q3 2025 | $3.1m | $6.9m | 2.27 |
| Q4 2025 | $3.1m | $5.8m | 1.85 |
| Q1 2026 | $11.1m | $8.4m | 0.75 |
Biggest buyers
| DIAMANT ASSET MANAGEMENT, INC. | Added | +878.5k |
| BlackRock, Inc. | Added | +491.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +421.1k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +170.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +154.4k |
| D. E. Shaw & Co., Inc. | Added | +53.6k |
| FRANKLIN RESOURCES INC | Added | +52.7k |
| Calydon Capital | New | +39.1k |
| UBS Group AG | Added | +36.6k |
| Squarepoint Ops LLC | Added | +34.5k |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -249.5k |
| TWO SIGMA ADVISERS, LP | Sold out | -76.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -68.6k |
| ExodusPoint Capital Management, LP | Sold out | -41.8k |
| Moran Wealth Management, LLC | Reduced | -41.7k |
| PRUDENTIAL FINANCIAL INC | Reduced | -40.6k |
| Quantinno Capital Management LP | Reduced | -40.2k |
| California Public Employees Retirement System | Sold out | -39.4k |
| BANK OF MONTREAL /CAN/ | Reduced | -39.0k |
| Invesco Ltd. | Reduced | -29.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m24.7k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m20.5k shares |
| CITADEL ADVISORS LLC | Added | $2.8m18.7k shares |
| JANE STREET GROUP, LLC | Added | $1.0m7.0k shares |
| IMC-Chicago, LLC | New | $523.3k3.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.7m24.8k shares |
| CITADEL ADVISORS LLC | Added | $2.5m16.4k shares |
| LOGAN CAPITAL MANAGEMENT INC | New | $1.6m10.6k shares |
| IMC-Chicago, LLC | New | $628.0k4.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
PENSKE ROGER S
13D · may seek influence
+0.1 pts · filed 2026-10-15
Stated purposeItem 4 of the Statement is hereby amended and supplemented as follows: Agreement and Plan of Merger On October 15, 2026, the Company entered into an Agreement and Plan of Merger (the "Merger Agreement") with Motown Acquisition Corp., a Delaware corporation ("Buyer"). Buyer was formed in connection with the Transactions by certain members of a consortium (the "Investor Group") consisting of (i) Penske Corporation, (ii) Penske Automotive Holdings Corp., a Delaware corporation and wholly owned subsidiary of Penske Corporation ("Penske Automotive Holdings Corp."), (iii) Mitsui & Co., Ltd., a Japanese company ("Mitsui Japan"), and (iv) Mitsui & Co. (U.S.A.), Inc., a New York corporation and wholly owned subsidiary of Mitsui Japan ("Mitsui USA"). The Merger Agreement and the transactions conte… Full filing |
52.3% |
MITSUI & CO LTD
13D · may seek influence
no change · filed 2026-10-15
Stated purposeItem 4 of the Statement is hereby amended and supplemented as follows: Agreement and Plan of Merger On October 15, 2026, Penske Automotive Group, Inc., a Delaware corporation (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Motown Acquisition Corp., a Delaware corporation ("Buyer"). Buyer was formed in connection with the Transactions by certain members of a consortium (the "Investor Group") consisting of (i) Penske Corporation, a Delaware corporation ("Penske Corporation") (ii) Penske Automotive Holdings Corp., a Delaware corporation and wholly owned subsidiary of Penske Corporation ("Penske Automotive Holdings Corp."), (iii) Mitsui & Co., Ltd., a Japanese company ("Mitsui Japan"), and (iv) Mitsui & Co. (U.S.A.), Inc., a New York corporation and… Full filing |
20.3% |
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $306.3k | — |
| Q3 2024 | 0 | — | 1 | $122.2k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $1.8m | — |
| Q2 2025 | 0 | — | 5 | $18.5m | — |
| Q3 2025 | 0 | — | 4 | $1.3m | — |
| Q4 2025 | 0 | — | 1 | $336.4k | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.4m $359.0m | Added +491.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio | 1.7m $247.3m | Added +170.0k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.4m $216.5m | Added +154.4k |
| DIAMANT ASSET MANAGEMENT, INC. 0.64% of their portfolio | 884.4k $884.4k | Added +878.5k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 824.3k $123.3m | Reduced -39.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 816.1k $122.0m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 757.9k $113.3m | First filing |
| LSV ASSET MANAGEMENT 0.23% of their portfolio | 724.7k $108.4m | Reduced -20.8k |
| STATE STREET CORP 0.00% of their portfolio | 635.7k $95.0m | Added +2.8k |
| MORGAN STANLEY 0.01% of their portfolio | 577.7k $86.4m | Added +21.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 572.3k $85.6m | Added +421.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 463.8k $69.3m | Added +19.9k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 459.6k $68.5m | Reduced -249.5k |
| GAMCO INVESTORS, INC. ET AL 0.58% of their portfolio | 395.0k $59.1m | Reduced -1.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 389.0k $58.2m | Added +13.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 354.0k $52.9m | Added +10.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 344.8k $51.5m | Added +6.9k |
| Invesco Ltd. 0.00% of their portfolio | 203.0k $30.3m | Reduced -29.4k |
| UBS Group AG 0.00% of their portfolio | 175.8k $26.3m | Added +36.6k |
| BRUNI J V & CO /CO 2.74% of their portfolio | 175.2k $26.2m | Reduced -2.0k |
| PRIVATE MANAGEMENT GROUP INC 0.74% of their portfolio | 171.8k $25.7m | Reduced -1.9k |
| Squarepoint Ops LLC 0.05% of their portfolio | 155.0k $23.2m | Added +34.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 149.0k $22.3m | Added +6.1k |
| FMR LLC 0.00% of their portfolio | 146.6k $21.9m | Reduced -3.6k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.23% of their portfolio | 142.5k $21.3m | Reduced -27.4k |
| Bahl & Gaynor LLC 0.10% of their portfolio | 135.4k $20.2m | Added +7.3k |
| Hamlin Capital Management, LLC 0.47% of their portfolio | 131.4k $19.6m | Added +3.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 125.9k $18.8m | Added +53.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 123.3k $18.4m | Reduced -7.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 113.4k $17.0m | First filing |
| Moran Wealth Management, LLC 0.49% of their portfolio | 107.2k $16.0m | Reduced -41.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 89.3k $13.2m | Added +1.7k |
| GABELLI FUNDS LLC 0.08% of their portfolio | 84.0k $12.6m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 81.8k $12.2m | Added +16.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 81.5k $12.2m | Added +11.0k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 74.8k $11.2m | Added +32.4k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 69.2k $10.4m | Reduced -1.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 67.8k $10.1m | Added +17.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 64.4k $9.6m | Reduced -68.6k |
| BARCLAYS PLC 0.00% of their portfolio | 58.9k $8.8m | Added +12.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 57.5k $8.6m | Added +857 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 57.0k $8.5m | Added +52.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 56.8k $8.5m | Added +1.6k |
| CITIGROUP INC 0.01% of their portfolio | 53.9k $8.1m | Added +4.7k |
| Allworth Financial LP 0.03% of their portfolio | 48.9k $7.3m | Reduced -519 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 47.8k $7.1m | Added +4.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 47.8k $7.1m | Reduced -24.2k |
| Quantinno Capital Management LP 0.01% of their portfolio | 47.8k $7.1m | Reduced -40.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 42.3k $6.3m | Reduced -835 |
| GILDER GAGNON HOWE & CO LLC 0.07% of their portfolio | 41.3k $6.2m | Reduced -300 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 41.2k $6.2m | Added +1.5k |
| Calydon Capital 0.95% of their portfolio | 39.1k $5.8m | New |
| Swiss National Bank 0.00% of their portfolio | 39.0k $5.8m | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 35.8k $5.4m | Reduced -11.8k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 34.5k $5.2m | Reduced -4.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 30.9k $4.6m | Reduced -2.5k |
| ALPS ADVISORS INC 0.02% of their portfolio | 28.7k $4.3m | Reduced -1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 28.5k $4.3m | Reduced -4.8k |
| Nuveen, LLC 0.00% of their portfolio | 28.2k $4.2m | Added +651 |
| Nilsine Partners, LLC 0.34% of their portfolio | 27.5k $4.4m | Added +4.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.4k $4.1m | Reduced -14.5k |
| Applied Capital LLC/FL 2.97% of their portfolio | 27.3k $4.1m | Added +421 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 25.6k $3.8m | Added +3.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.5k $3.7m | Added +2.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.4k $3.6m | Added +5.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 22.6k $3.4m | Added +700 |
| Retirement Systems of Alabama 0.01% of their portfolio | 22.6k $3.4m | Added +475 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.5k $3.6m | Reduced -464 |
| Quantbot Technologies LP 0.12% of their portfolio | 18.9k $2.8m | Reduced -3.3k |
| New Age Alpha Advisors, LLC 0.13% of their portfolio | 18.8k $2.8m | Reduced -493 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 18.2k $2.7m | First filing |
| PDT Partners, LLC 0.16% of their portfolio | 18.2k $2.7m | Added +16.9k |
| Independent Solutions Wealth Management, LLC 0.37% of their portfolio | 16.6k $2.5m | Reduced -88 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 16.3k $2.4m | Reduced -576 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.3k $2.4m | Added +1.5k |
| Illinois Municipal Retirement Fund 0.03% of their portfolio | 16.2k $2.4m | Reduced -858 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 16.1k $2.4m | Reduced -128 |
| LONDON CO OF VIRGINIA 0.01% of their portfolio | 15.8k $2.4m | Unchanged |
| Public Sector Pension Investment Board 0.01% of their portfolio | 15.7k $2.3m | Reduced -7.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 15.1k $2.3m | Added +11.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 15.1k $2.3m | Added +158 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.9k $2.2m | Reduced -119 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 14.4k $2.2m | Reduced -40.6k |
| Summit Trail Advisors, LLC 0.03% of their portfolio | 13.7k $2.0m | Added +6.3k |
| Holocene Advisors, LP 0.00% of their portfolio | 13.4k $2.0m | New |
| Vestmark Advisory Solutions, Inc. 0.02% of their portfolio | 12.9k $1.9m | Added +12 |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.05% of their portfolio | 12.9k $1.9m | Added +4 |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 12.9k $1.9m | New |
| Quadrature Capital Ltd 0.02% of their portfolio | 12.9k $1.9m | Reduced -6.7k |
| Significant Wealth Partners LLC 2.21% of their portfolio | 12.0k $1.8m | New |
| LPL Financial LLC 0.00% of their portfolio | 11.8k $1.8m | Added +39 |
| PALISADE CAPITAL MANAGEMENT, LP 0.06% of their portfolio | 11.4k $1.7m | Reduced -2.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 11.2k $1.7m | Unchanged |
| SummitTX Capital, L.P. 0.05% of their portfolio | 11.2k $1.7m | Added +7.1k |
| Verition Fund Management LLC 0.02% of their portfolio | 11.0k $1.7m | Added +878 |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.02% of their portfolio | 10.9k $1.6m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 10.9k $1.6m | Reduced -19.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 10.8k $1.6m | Reduced -11.3k |
| HRT FINANCIAL LP 0.01% of their portfolio | 10.5k $1.6m | Added +6.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 10.4k $1.6m | Reduced -23.9k |