PAG — Penske Automotive Grp Inc Institutional Holders · Q3 2026
Who owns Penske Automotive Grp Inc (PAG)? 17 institutions reported holding $9.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Applied Capital LLC/FL ($5.5M), CX Institutional ($1.6M), Venture Visionary Partners LLC ($801,360).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Applied Capital LLC/FL | $5.5M | 27,312 | Trimmed |
| 2 | CX Institutional | $1.6M | 7,966 | Added |
| 3 | Venture Visionary Partners LLC | $801,360 | 4,000 | Hold |
| 4 | Farther Finance Advisors, LLC | $455,121 | 2,272 | Added |
| 5 | Investors Research Corp | $315,536 | 1,575 | Hold |
| 6 | Paragon Capital Management Ltd | $293,808 | 1,467 | Trimmed |
| 7 | GAMMA Investing LLC | $126,014 | 629 | Added |
| 8 | Versant Capital Management, Inc | $57,498 | 287 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $19,834 | 99 | Trimmed |
| 10 | Roxbury Financial LLC | $17,092 | 85 | Hold |
| 11 | Marquette Asset Management, LLC | $4,007 | 20 | Hold |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $2,204 | 11 | Added |
| 13 | Grove Bank & Trust | $1,002 | 5 | Hold |
| 14 | Trust Co | $404 | 2 | Hold |
| 15 | Planning Strategies Inc. | $200 | 1 | Hold |
| 16 | Hamlin Capital Management, LLC | $0 | 0 | Exited |
| 17 | GoalVest Advisory LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30