13 institutions reported holding $26.0M of Penske Automotive Group Inc (PAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hamlin Capital Management, LLC ($23.3M), CX Institutional ($1.3M), Hennion & Walsh Asset Management, Inc. ($1.1M), BEACON INVESTMENT ADVISORY SERVICES, INC. ($81,423), GAMMA Investing LLC ($76,770). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hamlin Capital Management, LLC | $23.3M | 129,925 | Trimmed |
| 2 | CX Institutional | $1.3M | 7,436 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $1.1M | 6,426 | Added |
| 4 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $81,423 | 455 | Hold |
| 5 | GAMMA Investing LLC | $76,770 | 429 | Added |
| 6 | 3 FACTOR INDEXING, LLC | $58,159 | 325 | Hold |
| 7 | Versant Capital Management, Inc | $49,927 | 279 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $22,011 | 123 | Added |
| 9 | Roxbury Financial LLC | $15,267 | 85 | Hold |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,610 | 9 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $1,253 | 7 | Trimmed |
| 12 | Grove Bank & Trust | $895 | 5 | Hold |
| 13 | Beaird Harris Wealth Management, LLC | $358 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30