Filing Research | PAG - PENSKE AUTOMOTIVE GRP INC Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	129.9KSH	$23.3M
2	Nilsine Partners, LLC	Shares	27.7KSH	$4.9M
3	Applied Capital LLC/FL	Shares	27.6KSH	$4.9M
4	Mirae Asset Global Investments Co., Ltd.	Shares	15.4KSH	$2.8M
5	Significant Wealth Partners LLC	Shares	12.0KSH	$2.2M
6	Police & Firemen's Retirement System of New Jersey	Shares	8.2KSH	$1.5M
7	Linden Thomas Advisory Services, LLC	Shares	7.0KSH	$1.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.2KSH	$1.2M
9	Hennion & Walsh Asset Management, Inc.	Shares	6.4KSH	$1.1M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.5KSH	$984.6K
11	Louisiana State Employees Retirement System	Shares	5.4KSH	$966.3K
12	ANCHYRA PARTNERS LLC	Shares	4.4KSH	$791.1K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	4.4KSH	$788.6K
14	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	2.7KSH	$486.2K
15	Sequoia Financial Advisors, LLC	Shares	2.5KSH	$444.7K
16	QRG CAPITAL MANAGEMENT, INC.	Shares	2.2KSH	$400.9K
17	Farther Finance Advisors, LLC	Shares	2.2KSH	$390.6K
18	JOHNSON INVESTMENT COUNSEL INC	Shares	2.0KSH	$364.7K
19	SIGNATUREFD, LLC	Shares	1.8KSH	$327.8K
20	Envestnet Portfolio Solutions, Inc.	Shares	1.7KSH	$310.3K
21	Merit Financial Group, LLC	Shares	1.7KSH	$305.2K
22	IFP Advisors, Inc	Shares	1.7KSH	$302.2K
23	Investors Research Corp	Shares	1.6KSH	$281.8K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	1.3KSH	$273.0K
25	Baker Ellis Asset Management LLC	Shares	1.5KSH	$268.4K
26	Apollon Wealth Management, LLC	Shares	1.5KSH	$261.3K
27	GREENLEAF TRUST	Shares	1.4KSH	$252.7K
28	Abel Hall, LLC	Shares	1.3KSH	$236.6K
29	Red Door Wealth Management, LLC	Shares	1.2KSH	$218.1K
30	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.2KSH	$214.7K
31	BFSG, LLC	Shares	1.0KSH	$182.7K
32	Blue Trust, Inc.	Shares	599SH	$107.2K
33	Founders Capital Management	Shares	550SH	$98.4K
34	Pflug Koory, LLC	Shares	490SH	$87.7K
35	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	455SH	$81.4K
36	GAMMA Investing LLC	Shares	429SH	$76.8K
37	3 FACTOR INDEXING, LLC	Shares	325SH	$58.2K
38	Versant Capital Management, Inc	Shares	279SH	$49.9K
39	GHP Investment Advisors, Inc.	Shares	276SH	$49.4K
40	BIRCHBROOK, INC.	Shares	211SH	$37.8K
41	EverSource Wealth Advisors, LLC	Shares	206SH	$36.9K
42	FIRST HORIZON CORP	Shares	201SH	$36.0K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	179SH	$31.7K
44	SALEM INVESTMENT COUNSELORS INC	Shares	158SH	$28.3K
45	MassMutual Private Wealth & Trust, FSB	Shares	123SH	$22.0K
46	Perkins Coie Trust Co	Shares	112SH	$20.0K
47	Cape Investment Advisory, Inc.	Shares	100SH	$17.9K
48	Ritter Daniher Financial Advisory LLC / DE	Shares	100SH	$17.9K
49	Roxbury Financial LLC	Shares	85SH	$15.3K
50	Owl Creek Wealth Partners LLC	Shares	85SH	$15.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 95 loaded

#		Instrument
1	Hamlin Capital Management, LLC trimmed	Shares	-1.4K	+$3.6M	$23.3M
2	Applied Capital LLC/FL added	Shares	+306	+$859.0K	$4.9M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.5K	+$823.4K	$2.8M
4	Hennion & Walsh Asset Management, Inc. added	Shares	+3.3K	+$675.5K	$1.1M
5	Nilsine Partners, LLC added	Shares	+158	+$545.5K	$4.9M
6	Sequoia Financial Advisors, LLC new	Shares	+2.5K	+$444.7K	$444.7K
7	Significant Wealth Partners LLC added	Shares	+27	+$358.1K	$2.2M
8	Envestnet Portfolio Solutions, Inc. new	Shares	+1.7K	+$310.3K	$310.3K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+134	+$262.4K	$1.5M
10	GREENLEAF TRUST new	Shares	+1.4K	+$252.7K	$252.7K
11	Abel Hall, LLC new	Shares	+1.3K	+$236.6K	$236.6K
12	Red Door Wealth Management, LLC new	Shares	+1.2K	+$218.1K	$218.1K
13	ANCHYRA PARTNERS LLC added	Shares	+569	+$215.2K	$791.1K
14	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+1.2K	+$214.7K	$214.7K
15	Linden Thomas Advisory Services, LLC trimmed	Shares	-10	+$206.0K	$1.3M
16	Louisiana State Employees Retirement System added	Shares	+100	+$173.9K	$966.3K
17	Farther Finance Advisors, LLC added	Shares	+443	+$131.2K	$390.6K
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-300	+$117.1K	$984.6K
19	QRG CAPITAL MANAGEMENT, INC. added	Shares	+330	+$115.3K	$400.9K
20	SIGNATUREFD, LLC added	Shares	+388	+$111.9K	$327.8K
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-213	+$97.9K	$788.6K
22	HIGHLAND CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$80.0K	$486.2K
23	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$71.6K	$273.0K
24	JOHNSON INVESTMENT COUNSEL INC added	Shares	+7	+$61.0K	$364.7K
25	IFP Advisors, Inc added	Shares	+7	+$50.8K	$302.2K
26	Merit Financial Group, LLC trimmed	Shares	-18	+$47.6K	$305.2K
27	Investors Research Corp unchanged	Shares	0	+$46.4K	$281.8K
28	Baker Ellis Asset Management LLC unchanged	Shares	0	+$44.1K	$268.4K
29	Versant Capital Management, Inc added	Shares	+179	+$35.0K	$49.9K
30	FIRST HORIZON CORP added	Shares	+181	+$33.0K	$36.0K
31	BFSG, LLC unchanged	Shares	0	+$30.0K	$182.7K
32	GAMMA Investing LLC added	Shares	+90	+$26.1K	$76.8K
33	Blue Trust, Inc. added	Shares	+9	+$19.0K	$107.2K
34	Cape Investment Advisory, Inc. new	Shares	+100	+$17.9K	$17.9K
35	Ritter Daniher Financial Advisory LLC / DE new	Shares	+100	+$17.9K	$17.9K
36	Founders Capital Management unchanged	Shares	0	+$16.2K	$98.4K
37	Pflug Koory, LLC unchanged	Shares	0	+$14.4K	$87.7K
38	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$13.4K	$81.4K
39	3 FACTOR INDEXING, LLC unchanged	Shares	0	+$9.6K	$58.2K
40	GHP Investment Advisors, Inc. unchanged	Shares	0	+$8.1K	$49.4K
41	MassMutual Private Wealth & Trust, FSB added	Shares	+27	+$7.7K	$22.0K
42	BIRCHBROOK, INC. unchanged	Shares	0	+$6.3K	$37.8K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$5.0K	$31.7K
44	Sachetta, LLC added	Shares	+27	+$4.9K	$5.5K
45	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$4.7K	$28.3K
46	High Note Wealth, LLC new	Shares	+21	+$3.8K	$3.8K
47	Perkins Coie Trust Co unchanged	Shares	0	+$3.3K	$20.0K
48	Creative Capital Management Investments LLC new	Shares	+18	+$3.2K	$3.2K
49	Roxbury Financial LLC unchanged	Shares	0	+$2.5K	$15.3K
50	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.5K	$15.2K

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