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 ($12.0m this quarter). Holder counts are more reliable. Shares outstanding: 65.7m as of 2026-07-16, 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 ≈ $178.96. Options: 8 managers hold calls ($26.8m notional), 3 hold puts ($3.8m).
Trends to Q2 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 |
| Q2 2026 | 393 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 203 | 146 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.1m | $6.9m | 2.27 |
| Q4 2025 | $3.1m | $5.8m | 1.85 |
| Q1 2026 | $11.1m | $8.4m | 0.75 |
| Q2 2026 | $26.8m | $3.8m | 0.14 |
Biggest buyers
| DIMENSIONAL FUND ADVISORS LP | Added | +200.2k |
| Bahl & Gaynor LLC | Added | +129.4k |
| J. Goldman & Co LP | New | +121.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +121.0k |
| CITIGROUP INC | Added | +71.7k |
| UBS Group AG | Added | +69.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +59.4k |
| FIRST TRUST ADVISORS LP | Added | +58.2k |
| PDT Partners, LLC | Added | +45.8k |
| GOLDMAN SACHS GROUP INC | Added | +41.0k |
Biggest sellers
| DIAMANT ASSET MANAGEMENT, INC. | Reduced | -878.5k |
| Squarepoint Ops LLC | Reduced | -76.4k |
| BlackRock, Inc. | Reduced | -68.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -60.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -57.2k |
| CITADEL ADVISORS LLC | Reduced | -55.9k |
| LSV ASSET MANAGEMENT | Reduced | -46.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -29.8k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -29.6k |
| Schonfeld Strategic Advisors LLC | Reduced | -28.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.4m52.5k shares |
| CITADEL ADVISORS LLC | Added | $8.7m48.6k shares |
| J. Goldman & Co LP | New | $4.7m26.2k shares |
| Walleye Trading LLC | New | $2.0m10.9k shares |
| JANE STREET GROUP, LLC | Added | $1.3m7.3k shares |
| IMC-Chicago, LLC | Added | $662.1k3.7k shares |
| GROUP ONE TRADING LLC | New | $35.8k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $35.8k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m13.5k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m6.6k shares |
| JANE STREET GROUP, LLC | New | $250.5k1.4k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 2 | $495.8k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-02 | Hulgrave Michelle EVP & CFO | Sold | $257.7k1.5k shares |
| 2026-05-18 | SMITH GREG C Director | Sold | $238.1k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.3m $417.5m | Reduced -68.1k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $294.9m | Added +200.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio | 1.6m $293.9m | Reduced -11.7k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 825.4k $147.7m | Added +1.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 796.5k $142.5m | Reduced -19.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 764.3k $136.8m | Added +6.4k |
| LSV ASSET MANAGEMENT 0.22% of their portfolio | 678.5k $121.4m | Reduced -46.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 631.7k $113.0m | Added +59.4k |
| STATE STREET CORP 0.00% of their portfolio | 625.2k $111.9m | Reduced -10.5k |
| MORGAN STANLEY 0.01% of their portfolio | 584.8k $104.6m | Added +7.1k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 456.0k $81.6m | Reduced -3.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 441.8k $79.1m | Reduced -22.0k |
| GAMCO INVESTORS, INC. ET AL 0.63% of their portfolio | 394.4k $70.6m | Reduced -608 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 385.8k $69.0m | Added +41.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 379.0k $67.8m | Reduced -10.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 355.2k $63.6m | Added +1.2k |
| Bahl & Gaynor LLC 0.22% of their portfolio | 264.8k $47.4m | Added +129.4k |
| UBS Group AG 0.01% of their portfolio | 245.5k $43.9m | Added +69.7k |
| Invesco Ltd. 0.00% of their portfolio | 241.3k $43.2m | Added +38.3k |
| NORGES BANK 0.00% of their portfolio | 200.6k $35.9m | Not comparable |
| BRUNI J V & CO /CO 2.81% of their portfolio | 172.0k $30.8m | Reduced -3.2k |
| PRIVATE MANAGEMENT GROUP INC 0.80% of their portfolio | 170.5k $30.5m | Reduced -1.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 168.8k $30.2m | Added +121.0k |
| FMR LLC 0.00% of their portfolio | 152.6k $27.3m | Added +6.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 148.9k $26.6m | Reduced -125 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 140.0k $25.1m | Added +58.2k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.28% of their portfolio | 139.1k $24.9m | Reduced -3.4k |
| Hamlin Capital Management, LLC 0.52% of their portfolio | 129.9k $23.3m | Reduced -1.4k |
| CITIGROUP INC 0.01% of their portfolio | 125.6k $22.5m | Added +71.7k |
| J. Goldman & Co LP 0.77% of their portfolio | 121.6k $21.8m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 118.0k $21.1m | Reduced -7.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 116.6k $21.1m | Added +27.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 114.7k $20.5m | Added +1.3k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 111.9k $20.0m | Added +37.1k |
| Moran Wealth Management, LLC 0.51% of their portfolio | 103.6k $18.5m | Reduced -3.6k |
| BARCLAYS PLC 0.01% of their portfolio | 95.9k $17.2m | Added +37.0k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 84.0k $15.0m | Unchanged |
| Squarepoint Ops LLC 0.03% of their portfolio | 78.7k $14.1m | Reduced -76.4k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 64.2k $11.5m | Reduced -5.1k |
| PDT Partners, LLC 0.60% of their portfolio | 64.0k $11.5m | Added +45.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 63.2k $11.3m | Added +6.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 62.5k $11.2m | Reduced -60.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 56.8k $10.2m | Reduced -718 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.9k $9.3m | Reduced -4.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 51.7k $9.3m | Reduced -29.8k |
| Quantinno Capital Management LP 0.01% of their portfolio | 49.8k $8.9m | Added +2.0k |
| Allworth Financial LP 0.04% of their portfolio | 48.3k $8.7m | Reduced -567 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 48.1k $8.6m | Added +292 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 47.8k $8.6m | Added +5.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 41.8k $7.5m | Added +627 |
| GILDER GAGNON HOWE & CO LLC 0.08% of their portfolio | 41.2k $7.4m | Reduced -138 |
| HANCOCK WHITNEY CORP 0.12% of their portfolio | 41.0k $7.3m | Added +35.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 40.6k $7.3m | Added +13.3k |
| Calydon Capital 1.04% of their portfolio | 39.6k $7.1m | Added +516 |
| Swiss National Bank 0.00% of their portfolio | 36.3k $6.5m | Reduced -2.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.1k $5.6m | Added +280 |
| ALPS ADVISORS INC 0.02% of their portfolio | 29.6k $5.3m | Added +867 |
| Nuveen, LLC 0.00% of their portfolio | 29.0k $5.2m | Added +857 |
| Nilsine Partners, LLC 0.34% of their portfolio | 27.7k $4.9m | Added +158 |
| Applied Capital LLC/FL 3.30% of their portfolio | 27.6k $4.9m | Added +306 |
| Legal & General Group Plc 0.00% of their portfolio | 27.1k $4.8m | Reduced -1.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 26.5k $4.7m | Added +2.0k |
| Ilex Capital Partners (UK) LLP 0.10% of their portfolio | 26.4k $4.7m | New |
| NATIXIS 0.02% of their portfolio | 25.6k $4.6m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 22.8k $4.1m | Added +12.3k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 22.6k $4.0m | Added +2 |
| TRUST CO OF VERMONT 0.15% of their portfolio | 22.6k $4.0m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.2k $3.2m | Reduced -1.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.6k $3.7m | Reduced -3.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 20.3k $3.6m | Reduced -5.3k |
| Retirement Systems of Alabama 0.01% of their portfolio | 19.0k $3.4m | Reduced -3.6k |
| Inspire Advisors, LLC 0.22% of their portfolio | 17.8k $3.2m | New |
| Creative Planning 0.00% of their portfolio | 17.7k $3.2m | Added +7.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 17.4k $3.1m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 17.3k $3.1m | Added +1.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 16.9k $3.0m | Reduced -1.4k |
| Independent Solutions Wealth Management, LLC 0.38% of their portfolio | 16.4k $2.9m | Reduced -275 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 15.9k $2.8m | Reduced -420 |
| LONDON CO OF VIRGINIA 0.02% of their portfolio | 15.8k $2.8m | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 15.4k $2.8m | Added +2.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 14.9k $2.7m | Reduced -156 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.7k $2.6m | Reduced -136 |
| HRT FINANCIAL LP 0.01% of their portfolio | 14.5k $2.6m | Added +3.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.2k $2.5m | Reduced -901 |
| Quantbot Technologies LP 0.10% of their portfolio | 14.0k $2.5m | Reduced -4.9k |
| Illinois Municipal Retirement Fund 0.03% of their portfolio | 13.1k $2.4m | Reduced -3.1k |
| Jump Financial, LLC 0.02% of their portfolio | 13.0k $2.3m | Added +3.2k |
| Vestmark Advisory Solutions, Inc. 0.02% of their portfolio | 12.9k $2.3m | Reduced -4 |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.04% of their portfolio | 12.9k $2.3m | Reduced -4 |
| Holocene Advisors, LP 0.01% of their portfolio | 12.5k $2.2m | Reduced -880 |
| LPL Financial LLC 0.00% of their portfolio | 12.2k $2.2m | Added +439 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.1k $2.2m | Added +4.3k |
| Significant Wealth Partners LLC 2.33% of their portfolio | 12.0k $2.2m | Added +27 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.9k $2.1m | Reduced -55.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 11.6k $2.1m | Added +346 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 11.5k $2.1m | Added +1.3k |
| SummitTX Capital, L.P. 0.05% of their portfolio | 11.1k $2.0m | Reduced -103 |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.02% of their portfolio | 10.9k $2.0m | Unchanged |
| LOGAN CAPITAL MANAGEMENT INC 0.07% of their portfolio | 10.5k $1.9m | New |
| Blue Chip Partners, LLC 0.12% of their portfolio | 10.5k $1.9m | Added +85 |