Titelia

Fund shareholders of Penske Automotive Group Inc

ISIN US70959W1036 · United States · LEI 549300W7UTQ0M4C7LB15

Fund shareholders
310
Of which ETFs
98 212 other funds
Value held
≈ 1.7B $ 1.7B $ · 8.4M SEK
Share of capital
13.8 % of 65.7M shares on Jul 16, 2026
FundSharesValueWeight in fundShare of capital
Victory Sycamore Established Value Fund Victory Portfolios 1,195,000213.8M $1.39 %1.82 %as of Jun 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 629,470112.6M $0.09 %0.96 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 522,55693.5M $0.00 %0.80 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 440,31473.7M $0.08 %0.67 %as of May 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 393,00070.3M $1.57 %0.60 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 391,23685M $0.36 %0.60 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 376,63067.4M $0.04 %0.57 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 238,79842.7M $0.06 %0.36 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 226,21449.2M $0.29 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 216,86447.1M $0.33 %0.33 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 211,04437.8M $0.04 %0.32 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 187,71033.6M $2.31 %0.29 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 130,97223.4M $0.59 %0.20 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,12726.5M $0.07 %0.19 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 121,67526.4M $0.14 %0.19 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 106,13123.1M $0.28 %0.16 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 104,45522.7M $0.05 %0.16 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 104,40617.5M $0.02 %0.16 %as of May 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 96,73817.3M $0.59 %0.15 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 96,35116.1M $1.30 %0.15 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 95,08715.9M $0.04 %0.14 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 93,18116.7M $0.09 %0.14 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 92,39916.5M $0.19 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,86519.3M $0.05 %0.14 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 84,99718.5M $0.75 %0.13 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 84,19618.3M $0.12 %0.13 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 72,60013M $0.04 %0.11 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 72,49113M $0.02 %0.11 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 71,30715.5M $0.02 %0.11 %as of Jul 31, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 68,40012.2M $1.39 %0.10 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 66,88514.5M $0.03 %0.10 %as of Jul 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 65,71814.3M $0.05 %0.10 %as of Jul 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 65,00011.6M $0.60 %0.10 %as of Jun 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 57,24910.2M $0.53 %0.09 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 56,00010M $2.12 %0.09 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 54,63711.9M $0.03 %0.08 %as of Jul 31, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 52,1999.3M $0.52 %0.08 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 49,9978.4M $0.06 %0.08 %as of May 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 47,82810.4M $2.06 %0.07 %as of Jul 31, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 43,9927.4M $1.03 %0.07 %as of May 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 41,5987M $0.10 %0.06 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 39,5037.1M $0.01 %0.06 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,7718M $0.04 %0.06 %as of Jul 31, 2026 ↗
NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust 36,3506.5M $1.37 %0.06 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 34,6395.8M $0.00 %0.05 %as of May 31, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 32,2005.8M $1.38 %0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 30,9576.7M $0.04 %0.05 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 29,4674.9M $0.09 %0.04 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 29,0885.2M $0.05 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 28,9035.2M $1.36 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 28,2135M $0.19 %0.04 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 28,1854.7M $0.00 %0.04 %as of May 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 27,9835M $0.07 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 27,9494.7M $0.02 %0.04 %as of May 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 27,8934.7M $0.53 %0.04 %as of May 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 27,5306M $1.78 %0.04 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 27,1454.9M $0.03 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,8795.8M $0.07 %0.04 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 26,4484.4M $0.52 %0.04 %as of May 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 25,6004.6M $0.41 %0.04 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 25,0804.5M $0.00 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 23,3404.2M $0.45 %0.04 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,0235M $0.36 %0.04 %as of Jul 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 22,0293.9M $0.05 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 20,2983.6M $0.24 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,0023.6M $0.12 %0.03 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 19,3873.2M $0.00 %0.03 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 18,8883.4M $0.06 %0.03 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 18,6093.3M $0.09 %0.03 %as of Jun 30, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 17,9893.9M $1.45 %0.03 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 17,5723.8M $0.15 %0.03 %as of Jul 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 16,3092.9M $0.40 %0.02 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 15,7332.8M $0.01 %0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 15,6202.6M $0.18 %0.02 %as of May 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 15,5322.8M $0.18 %0.02 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 15,3002.7M $0.11 %0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 15,0613.3M $0.02 %0.02 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 14,9252.7M $0.09 %0.02 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,6463.2M $0.35 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,1643.1M $0.48 %0.02 %as of Jul 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,5662.4M $0.18 %0.02 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 13,4242.2M $0.09 %0.02 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 13,3732.9M $0.00 %0.02 %as of Jul 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 13,1712.2M $0.09 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,9882.8M $0.02 %0.02 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 12,7952.1M $0.04 %0.02 %as of May 29, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 12,7202.3M $0.57 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 12,4622.2M $0.00 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 12,4292.7M $0.11 %0.02 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,3282.7M $0.05 %0.02 %as of Jul 31, 2026 ↗
Mid Cap Index Fund Northern Funds 11,9732.1M $0.09 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11,7662.6M $0.01 %0.02 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 11,6192.1M $0.21 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,5021.9M $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 11,4542.5M $0.15 %0.02 %as of Jul 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 11,2002.4M $0.53 %0.02 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 11,1182M $0.00 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,7151.8M $0.00 %0.02 %as of May 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 10,2341.8M $0.06 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,0052.2M $0.01 %0.02 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 2.31 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2.12 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 2.06 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.78 %as of Jul 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 1.57 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 1.53 %as of Jun 30, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 1.52 %as of Jun 30, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1.45 %as of Jul 31, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 1.39 %as of Jun 30, 2026 ↗
Victory Sycamore Established Value Fund Victory Portfolios 1.39 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3309-149,041,290+7.2 %
2026Q2323-98,435,792+8.8 %
2026Q1332+37,752,627+5.1 %
2025Q4329-77,373,069-0.9 %
2025Q3336-57,443,523+3.6 %
2025Q2341+147,183,419-2.4 %
2025Q1327-57,361,370+3.3 %
2024Q4332-77,128,000-6.0 %
2024Q3339-57,581,775-3.9 %
2024Q2344+57,887,215+0.7 %
2024Q1339-157,831,355-6.9 %
2023Q43548,407,407

Institutional managers

368 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,401,266359M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,654,034247.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,447,910216.5M $as of Mar 31, 2026
DIAMANT ASSET MANAGEMENT, INC.884,411884.4K $as of Mar 31, 2026
BANK OF MONTREAL /CAN/824,329123.3M $as of Mar 31, 2026
LSV ASSET MANAGEMENT724,733108.4K $as of Mar 31, 2026
STATE STREET CORP635,66595M $as of Mar 31, 2026
MORGAN STANLEY577,67286.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC572,30385.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/463,78469.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC459,63768.5M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL394,99559.1M $as of Mar 31, 2026
Bank of New York Mellon Corp388,97758.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC353,98052.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC344,77051.5M $as of Mar 31, 2026
Invesco Ltd.202,97830.3M $as of Mar 31, 2026
UBS Group AG175,82626.3M $as of Mar 31, 2026
BRUNI J V & CO /CO175,21626.2M $as of Mar 31, 2026
PRIVATE MANAGEMENT GROUP INC171,75325.7M $as of Mar 31, 2026
Squarepoint Ops LLC155,02723.2M $as of Mar 31, 2026
NORTHERN TRUST CORP149,03922.3M $as of Mar 31, 2026
FMR LLC146,60521.9M $as of Mar 31, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC142,50721.3M $as of Mar 31, 2026
BAHL & GAYNOR INC135,40920.2M $as of Mar 31, 2026
Hamlin Capital Management, LLC131,36219.6M $as of Mar 31, 2026

Declared shareholders of Penske Automotive Group Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Penske Corporation and 1 other52.20 %34,333,500as of Jul 22, 2026 · SCHEDULE 13D
Mitsui & Co., Ltd. and 1 other20.30 %13,322,205as of Jul 22, 2026 · SCHEDULE 13D

Funds holding the debt of Penske Automotive Group Inc

53 funds declare 53 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
MFS Total Return Bond Fund133M $as of Jul 31, 2026
iShares Broad USD High Yield Corporate Bond ETF19.4M $as of Jul 31, 2026
Performance Trust Total Return Bond Fund19.1M $as of May 31, 2026
Income Fund of America17M $as of Jul 31, 2026
JPMorgan Income Fund16.3M $as of May 31, 2026
American High Income Trust16M $as of Jun 30, 2026
MFS Total Return Bond Series15.3M $as of Jun 30, 2026
JPMorgan Core Plus Bond Fund14.8M $as of May 31, 2026
MFS High Income Fund14.5M $as of Jul 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.5M $as of Jul 31, 2026
AB Short Duration High Yield ETF13.7M $as of May 31, 2026
Goldman Sachs High Yield Fund13.7M $as of Jun 30, 2026
SA JPMorgan MFS Core Bond Portfolio13M $as of Jul 31, 2026
Goldman Sachs Income Builder Fund12M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF12M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF11.7M $as of Jun 30, 2026
Lazard US High Yield Portfolio11.7M $as of Jun 30, 2026
AMG GW&K ESG Bond Fund11.4M $as of Jun 30, 2026
MFS High Yield Pooled Portfolio11.3M $as of Jul 31, 2026
Invesco BulletShares 2029 High Yield Corporate Bond ETF11.1M $as of May 31, 2026
Xtrackers USD High Yield BB-B ex Financials ETF1969K $as of May 31, 2026
JPMorgan Core Plus Bond ETF1947.9K $as of May 31, 2026
iShares iBonds 2029 Term High Yield and Income ETF1810.7K $as of Jul 31, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF1759.9K $as of Jun 30, 2026
NYLIM MacKay Short Duration High Income Fund1716.2K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Penske Automotive Group Inc". https://titelia.com/en/stocks/penske-automotive-group-inc-US70959W1036