Titelia

Fund shareholders of Penske Automotive Group Inc

ISIN US70959W1036 · United States · LEI 549300W7UTQ0M4C7LB15

Fund shareholders
324
Of which ETFs
99 225 other funds
Value held
1.3B $ 8.4M SEK
Share of capital
12.9 % of 65.7M shares on Jul 16, 2026
FundSharesValueWeight in fundShare of capital
Victory Sycamore Established Value Fund Victory Portfolios 1,188,025177.6M $1.18 %1.81 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 610,53891.3M $0.09 %0.93 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 522,59378.1M $0.00 %0.80 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 393,90467.6M $0.30 %0.60 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 393,00058.8M $1.51 %0.60 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 380,06656.8M $0.03 %0.58 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 241,74136.1M $0.06 %0.37 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 205,96030.8M $0.04 %0.31 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 205,54935.3M $0.22 %0.31 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 178,42230.6M $0.22 %0.27 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 132,19419.8M $0.53 %0.20 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 132,05822.7M $0.93 %0.20 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,12720.9M $0.06 %0.19 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 107,81818.5M $0.10 %0.16 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 105,00616.5M $0.02 %0.16 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 96,27615.2M $0.04 %0.15 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 96,26316.5M $0.04 %0.15 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 96,12814.4M $1.16 %0.15 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 93,51514M $0.18 %0.14 %as of Mar 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 92,68813.9M $0.53 %0.14 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 90,17513.5M $0.09 %0.14 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 89,28315.3M $0.20 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,86515.2M $0.04 %0.14 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 82,95613.1M $1.15 %0.13 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 73,42611M $0.04 %0.11 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 72,02412.4M $0.01 %0.11 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 70,24710.5M $0.02 %0.11 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 67,76611.6M $0.02 %0.10 %as of Apr 30, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 66,70010M $1.19 %0.10 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 65,71811.3M $0.04 %0.10 %as of Apr 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 65,0009.7M $0.54 %0.10 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 64,0009.6M $2.19 %0.10 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 62,71710.8M $0.03 %0.10 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 55,6079.5M $0.07 %0.08 %as of Apr 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 51,3587.7M $0.66 %0.08 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 49,7817.8M $0.06 %0.08 %as of Feb 28, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 49,0687.3M $0.45 %0.07 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 47,0678.1M $0.06 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 46,2247.9M $1.74 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 42,0556.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 39,5756.2M $0.09 %0.06 %as of Feb 28, 2026 ↗
NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust 35,6255.3M $1.19 %0.05 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 34,6395.5M $0.00 %0.05 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 34,4655.9M $0.07 %0.05 %as of Apr 30, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 31,2004.7M $1.19 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 30,7735.3M $0.04 %0.05 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 29,4334.6M $0.50 %0.04 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 29,0884.3M $0.05 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 28,3134.2M $0.18 %0.04 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 28,0014.4M $0.08 %0.04 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 27,6014.3M $0.00 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 27,4244.3M $0.02 %0.04 %as of Feb 28, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 27,3924.7M $1.48 %0.04 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 27,1254.1M $0.03 %0.04 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 24,9003.7M $0.35 %0.04 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 24,5363.7M $0.00 %0.04 %as of Mar 31, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,3544.2M $1.58 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,3404.2M $0.31 %0.04 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 23,8973.8M $0.45 %0.04 %as of Feb 28, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 23,1963.5M $0.15 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 22,6873.4M $0.41 %0.03 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 22,0523.3M $0.04 %0.03 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,0123.8M $0.02 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 20,7983.1M $1.43 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 19,8903M $0.21 %0.03 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 19,3873.1M $0.00 %0.03 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,2362.9M $0.12 %0.03 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 18,6092.8M $0.09 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 17,7782.7M $0.05 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 17,2723M $0.13 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 17,2022.7M $0.06 %0.03 %as of Feb 27, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 15,8902.7M $0.14 %0.02 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 15,7672.4M $0.32 %0.02 %as of Mar 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 15,5322.3M $0.16 %0.02 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 15,4572.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 15,3012.3M $0.10 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 15,1932.4M $0.18 %0.02 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 15,1152.3M $0.09 %0.02 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,2212.4M $0.29 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,1642.4M $0.41 %0.02 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 14,0552.2M $0.08 %0.02 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 13,6922.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 13,5982.1M $0.08 %0.02 %as of Feb 28, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,5662M $0.15 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 12,6571.9M $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,5502.2M $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,3282.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 12,2822.1M $0.10 %0.02 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 12,0142.1M $0.00 %0.02 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 11,7881.8M $0.09 %0.02 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 11,6191.7M $0.23 %0.02 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 11,2001.9M $0.45 %0.02 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 11,1181.7M $0.00 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,7151.7M $0.00 %0.02 %as of Feb 28, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 10,6841.6M $0.46 %0.02 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,6081.8M $0.00 %0.02 %as of Apr 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 10,5841.6M $0.56 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,4381.6M $0.01 %0.02 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 10,2371.5M $0.05 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 9,7121.5M $0.01 %0.01 %as of Feb 28, 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
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2.19 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.74 %as of Apr 30, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1.58 %as of Apr 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 1.51 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.48 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 1.43 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Variable Trust 1.39 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Value Fund Rydex Series Funds 1.39 %as of Mar 31, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 1.19 %as of Mar 31, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 1.19 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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

Funds holding the debt of Penske Automotive Group Inc

54 funds declare 54 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 Fund133.1M $as of Apr 30, 2026
Performance Trust Total Return Bond Fund19.1M $as of Feb 28, 2026
iShares Broad USD High Yield Corporate Bond ETF18.6M $as of Apr 30, 2026
Income Fund of America17M $as of Apr 30, 2026
JPMorgan Income Fund16.2M $as of Feb 28, 2026
American High Income Trust16M $as of Mar 31, 2026
MFS Total Return Bond Series15.2M $as of Mar 31, 2026
JPMorgan Core Plus Bond Fund14.9M $as of Feb 28, 2026
MFS High Income Fund14.5M $as of Apr 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.4M $as of Apr 30, 2026
AB Short Duration High Yield ETF13.7M $as of Feb 28, 2026
Goldman Sachs High Yield Fund13.7M $as of Mar 31, 2026
SA JPMorgan MFS Core Bond Portfolio13M $as of Apr 30, 2026
Goldman Sachs Income Builder Fund12M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF11.9M $as of Mar 31, 2026
Lazard US High Yield Portfolio11.7M $as of Mar 31, 2026
AMG GW&K ESG Bond Fund11.4M $as of Mar 31, 2026
MFS High Yield Pooled Portfolio11.2M $as of Apr 30, 2026
JPMorgan Global Allocation Fund11M $as of Apr 30, 2026
JPMorgan Core Plus Bond ETF1956.5K $as of Feb 28, 2026
Invesco BulletShares 2029 High Yield Corporate Bond ETF1906.8K $as of Feb 28, 2026
Xtrackers USD High Yield BB-B ex Financials ETF1872.3K $as of Feb 28, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF1782.1K $as of Mar 31, 2026
NYLI MacKay Short Duration High Income Fund1719K $as of Apr 30, 2026
MFS High Yield Portfolio1696.5K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Penske Automotive Group Inc". https://titelia.com/en/stocks/penske-automotive-group-inc-US70959W1036