PAG Institutional Ownership
Penske Automotive Group, Inc.
1W: -0.0%
1M: +2.4%
3M: -5.0%
YTD: +35.3%
1Y: +29.9%
3Y: +53.2%
5Y: +127.2%
$212.16
+0.07 (+0.03%)
Pre-Market: $212.09 (-0.06, -0.03%)
Weekly Expected Move ±5.2%
$190
$201
$212
$223
$234
Credit Risk of going bust: lower than 61% of companies Debt: 39.9% of company value Bonds: $69.3M held by 56 funds, 113 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $8.78 (down 96%), Penske Automotive Group, Inc. would be worth roughly what it owes.
Total debt $9.25B against a stock market value of $13.93B.
Distance to default 6.29 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.80B (short-term plus half of long-term), stock volatility 27.5%; Altman Z 3.11. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $8.78 (down 96%), Penske Automotive Group, Inc. would be worth roughly what it owes.
Total debt $9.25B against a stock market value of $13.93B.
Distance to default 6.29 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.80B (short-term plus half of long-term), stock volatility 27.5%; Altman Z 3.11. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — PAG
440
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
67
New Positions
144
Increased
149
Reduced
42
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (496 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,333,144 | $495M | -68,122 | -2.8% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,648,081 | $350M | +200,171 | +13.8% | 76Q | SEC ↗ |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 1,642,363 | $348M | -11,671 | -0.7% | 52Q | SEC ↗ |
| 4 | BANK OF MONTREAL /CAN | 825,389 | $175M | +1,060 | +0.1% | 12Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 796,548 | $169M | -19,585 | -2.4% | 2Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 764,299 | $162M | +6,351 | +0.8% | 2Q | SEC ↗ |
| 7 | LSV ASSET MANAGEMENT | 678,533 | $144M | -46,200 | -6.4% | 40Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 631,653 | $134M | +59,350 | +10.4% | 15Q | SEC ↗ |
| 9 | Sixth Street Partners Management Compa NEW | 631,653 | $134M | — | +0.0% | 1Q | SEC ↗ |
| 10 | STATE STREET CORP | 625,209 | $133M | -10,456 | -1.6% | 46Q | SEC ↗ |
| 11 | MORGAN STANLEY | 584,751 | $124M | +7,079 | +1.2% | 60Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 456,043 | $97M | -3,594 | -0.8% | 49Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 441,829 | $94M | -21,955 | -4.7% | 15Q | SEC ↗ |
| 14 | GAMCO INVESTORS, INC. ET AL | 394,387 | $84M | -608 | -0.2% | 16Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 385,752 | $82M | +40,982 | +11.9% | 15Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 378,997 | $80M | -9,980 | -2.6% | 76Q | SEC ↗ |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 355,157 | $75M | +1,177 | +0.3% | 76Q | SEC ↗ |
| 18 | UBS Group AG | 245,492 | $52M | +69,666 | +39.6% | 47Q | SEC ↗ |
| 19 | Invesco Ltd. | 241,287 | $51M | +38,309 | +18.9% | 76Q | SEC ↗ |
| 20 | NORGES BANK NEW | 200,575 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 21 | BRUNI J V & CO /CO | 171,994 | $36M | -3,222 | -1.8% | 40Q | SEC ↗ |
| 22 | PRIVATE MANAGEMENT GROUP INC | 170,497 | $36M | -1,256 | -0.7% | 64Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 168,776 | $36M | +121,008 | +253.3% | 22Q | SEC ↗ |
| 24 | FMR LLC | 152,615 | $32M | +6,010 | +4.1% | 34Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 148,914 | $32M | -125 | -0.1% | 76Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 139,992 | $30M | +58,154 | +71.1% | 48Q | SEC ↗ |
| 27 | HORIZON KINETICS ASSET MANAGEMENT LLC | 139,067 | $30M | -3,440 | -2.4% | 30Q | SEC ↗ |
| 28 | Hamlin Capital Management, LLC | 129,925 | $28M | -1,437 | -1.1% | 3Q | SEC ↗ |
| 29 | CITIGROUP INC | 125,605 | $27M | +71,672 | +132.9% | 57Q | SEC ↗ |
| 30 | J. Goldman & Co LP NEW | 121,579 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 31 | D. E. Shaw & Co., Inc. | 117,983 | $25M | -7,906 | -6.3% | 24Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 116,580 | $25M | +27,278 | +30.5% | 69Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 114,728 | $24M | +1,335 | +1.2% | 2Q | SEC ↗ |
| 34 | Gotham Asset Management, LLC | 111,940 | $24M | +37,150 | +49.7% | 6Q | SEC ↗ |
| 35 | Moran Wealth Management, LLC | 103,649 | $22M | -3,561 | -3.3% | 7Q | SEC ↗ |
| 36 | BARCLAYS PLC | 95,864 | $20M | +36,997 | +62.8% | 67Q | SEC ↗ |
| 37 | GABELLI FUNDS LLC | 84,000 | $18M | — | +0.0% | 63Q | SEC ↗ |
| 38 | Squarepoint Ops LLC | 78,666 | $17M | -76,361 | -49.3% | 3Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 64,163 | $14M | -5,068 | -7.3% | 23Q | SEC ↗ |
| 40 | PDT Partners, LLC | 64,010 | $14M | +45,819 | +251.9% | 4Q | SEC ↗ |
| 41 | FRANKLIN RESOURCES INC | 63,226 | $13M | +6,237 | +10.9% | 21Q | SEC ↗ |
| 42 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 62,533 | $13M | -60,799 | -49.3% | 10Q | SEC ↗ |
| 43 | RHUMBLINE ADVISERS | 56,805 | $12M | -718 | -1.2% | 76Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 51,935 | $11M | -4,902 | -8.6% | 54Q | SEC ↗ |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 51,700 | $11M | -29,800 | -36.6% | 8Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 49,767 | $11M | +2,004 | +4.2% | 18Q | SEC ↗ |
| 47 | Allworth Financial LP | 48,347 | $10M | -567 | -1.2% | 25Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 48,060 | $10M | +292 | +0.6% | 16Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 47,841 | $10M | +5,522 | +13.0% | 7Q | SEC ↗ |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 41,804 | $9M | +627 | +1.5% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 631,653 | $134M |
| NORGES BANK | 200,575 | $43M |
| J. Goldman & Co LP | 121,579 | $26M |
| Ilex Capital Partners (UK) LLP | 26,373 | $6M |
| NATIXIS | 25,563 | $5M |
| TRUST CO OF VERMONT | 22,585 | $5M |
| Inspire Advisors, LLC | 17,757 | $4M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 17,400 | $4M |
| LOGAN CAPITAL MANAGEMENT INC | 10,527 | $2M |
| Jupiter Topco LLC | 8,472 | $2M |
| IMC-Chicago, LLC | 6,112 | $1M |
| Tidal Investments LLC | 5,333 | $1M |
| Frec Markets, Inc. | 4,947 | $1M |
| CROBAN | 4,566 | $969K |
| Mariner, LLC | 4,149 | $880K |
| Inspire Investing, LLC | 3,813 | $809K |
| Brooklyn Investment Group | 3,048 | $647K |
| Sequoia Financial Advisors, LLC | 2,485 | $527K |
| Impact Partnership Wealth, LLC | 2,223 | $472K |
| Vise Technologies, Inc. | 1,907 | $405K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ExodusPoint Capital Management, LP | 41,844 | $9M |
| California Public Employees Retirem | 39,350 | $8M |
| Edgestream Partners, L.P. | 23,883 | $5M |
| Jefferies Financial Group Inc. | 23,240 | $5M |
| New Age Alpha Advisors, LLC | 18,827 | $4M |
| TUDOR INVESTMENT CORP ET AL | 17,721 | $4M |
| Public Sector Pension Investment Bo | 15,705 | $3M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 15,502 | $3M |
| PRUDENTIAL FINANCIAL INC | 14,431 | $3M |
| Quadrature Capital Ltd | 12,855 | $3M |
| Weiss Asset Management LP | 10,582 | $2M |
| Campbell & CO Investment Adviser LL | 9,995 | $2M |
| GSA CAPITAL PARTNERS LLP | 9,275 | $2M |
| Aigen Investment Management, LP | 7,276 | $2M |
| MARSHALL WACE, LLP | 6,225 | $1M |
| Numerai GP LLC | 5,765 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,306 | $1M |
| Entropy Technologies, LP | 4,810 | $1M |
| Farringdon Capital, Ltd. | 4,292 | $911K |
| Virtu Financial LLC | 4,225 | $896K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | +200,171 | +13.8% | 1,648,081 |
| MILLENNIUM MANAGEMENT LLC | +121,008 | +253.3% | 168,776 |
| CITIGROUP INC | +71,672 | +132.9% | 125,605 |
| UBS Group AG | +69,666 | +39.6% | 245,492 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +59,350 | +10.4% | 631,653 |
| FIRST TRUST ADVISORS LP | +58,154 | +71.1% | 139,992 |
| PDT Partners, LLC | +45,819 | +251.9% | 64,010 |
| GOLDMAN SACHS GROUP INC | +40,982 | +11.9% | 385,752 |
| Invesco Ltd. | +38,309 | +18.9% | 241,287 |
| Gotham Asset Management, LLC | +37,150 | +49.7% | 111,940 |
| BARCLAYS PLC | +36,997 | +62.8% | 95,864 |
| HANCOCK WHITNEY CORP | +35,352 | +627.8% | 40,983 |
| JPMORGAN CHASE & CO | +27,278 | +30.5% | 116,580 |
| ROYAL BANK OF CANADA | +13,260 | +48.4% | 40,643 |
| BNP PARIBAS FINANCIAL MARKETS | +12,349 | +118.4% | 22,780 |
| Creative Planning | +7,338 | +70.6% | 17,729 |
| MORGAN STANLEY | +7,079 | +1.2% | 584,751 |
| VANGUARD CAPITAL MANAGEMENT LLC | +6,351 | +0.8% | 764,299 |
| FRANKLIN RESOURCES INC | +6,237 | +10.9% | 63,226 |
| FMR LLC | +6,010 | +4.1% | 152,615 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIAMANT ASSET MANAGEMENT, INC. | -878,496 | -99.3% | 5,915 |
| Squarepoint Ops LLC | -76,361 | -49.3% | 78,666 |
| BlackRock, Inc. | -68,122 | -2.8% | 2,333,144 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -60,799 | -49.3% | 62,533 |
| TWO SIGMA INVESTMENTS, LP | -57,239 | -88.8% | 7,197 |
| CITADEL ADVISORS LLC | -55,911 | -82.4% | 11,906 |
| LSV ASSET MANAGEMENT | -46,200 | -6.4% | 678,533 |
| RENAISSANCE TECHNOLOGIES LLC | -29,800 | -36.6% | 51,700 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -29,628 | -82.7% | 6,209 |
| Schonfeld Strategic Advisors LLC | -28,102 | -81.6% | 6,356 |
| BANK OF AMERICA CORP /DE | -21,955 | -4.7% | 441,829 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -19,585 | -2.4% | 796,548 |
| VICTORY CAPITAL MANAGEMENT INC | -11,671 | -0.7% | 1,642,363 |
| STATE STREET CORP | -10,456 | -1.6% | 625,209 |
| Aquatic Capital Management LLC | -10,295 | -98.9% | 119 |
| Bank of New York Mellon Corp | -9,980 | -2.6% | 378,997 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -9,027 | -55.9% | 7,113 |
| D. E. Shaw & Co., Inc. | -7,906 | -6.3% | 117,983 |
| Verition Fund Management LLC | -6,840 | -61.9% | 4,204 |
| CWM, LLC | -6,539 | -51.0% | 6,281 |