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PENN Entertainment, Inc.

PENN
Exchange
Nasdaq
Industry
Hotels & Motels
SEC CIK
0000921738

No open-market purchases or sales by PENN Entertainment, Inc. insiders were filed in the last 90 days; 381 institutions reported holding it in 13F filings for Q2 2026, worth $3.02B in total; superinvestors Greenlight Capital and Fairfax Financial hold it.

13F holders, Q4 2021

Institutional positions in PENN Entertainment, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
572
−21 vs. Q3 2021
Shares held
136.7M
+2.16M (+1.6%) vs. Q3 2021
Total value
$7.08B
−$2.66B (−27.3%) vs. Q3 2021
New holders
105
225 more added
Sold out
126
163 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PENN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 572 institutions
Q1 2021: 595 institutionsQ2 2021: 585 institutionsQ3 2021: 603 institutionsQ4 2021: 572 institutionsQ1 2022: 554 institutionsQ2 2022: 495 institutionsQ3 2022: 445 institutionsQ4 2022: 465 institutionsQ1 2023: 434 institutionsQ2 2023: 395 institutionsQ3 2023: 392 institutionsQ4 2023: 427 institutionsQ1 2024: 404 institutionsQ2 2024: 382 institutionsQ3 2024: 394 institutionsQ4 2024: 382 institutionsQ1 2025: 390 institutionsQ2 2025: 362 institutionsQ3 2025: 350 institutionsQ4 2025: 360 institutionsQ1 2026: 371 institutionsQ2 2026: 381 institutions
Value heldQ4 2021: $7.08B
Q1 2021: $14.2BQ2 2021: $10.1BQ3 2021: $9.75BQ4 2021: $7.08BQ1 2022: $5.57BQ2 2022: $4.03BQ3 2022: $3.66BQ4 2022: $4.03BQ1 2023: $3.95BQ2 2023: $3.03BQ3 2023: $3.01BQ4 2023: $3.61BQ1 2024: $2.69BQ2 2024: $3.02BQ3 2024: $2.86BQ4 2024: $3.06BQ1 2025: $2.44BQ2 2025: $2.60BQ3 2025: $2.65BQ4 2025: $1.92BQ1 2026: $2.09BQ2 2026: $3.02B
Institutions holding PENN and their total value by quarter
QuarterHoldersValue
Q2 2026381$3.02B
Q1 2026371$2.09B
Q4 2025360$1.92B
Q3 2025350$2.65B
Q2 2025362$2.60B
Q1 2025390$2.44B
Q4 2024382$3.06B
Q3 2024394$2.86B
Q2 2024382$3.02B
Q1 2024404$2.69B
Q4 2023427$3.61B
Q3 2023392$3.01B
Q2 2023395$3.03B
Q1 2023434$3.95B
Q4 2022465$4.03B
Q3 2022445$3.66B
Q2 2022495$4.03B
Q1 2022554$5.57B
Q4 2021572$7.08B
Q3 2021603$9.75B
Q2 2021585$10.1B
Q1 2021595$14.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q3 2021.

Institutions holding PENN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Harbor Investment Advisory, LLC6$00.00%−1,000−99.4%Reduced
Ci Investments Inc.9$00.00%00.0%Unchanged
Resources Management Corp4$00.00%00.0%Unchanged
Bourgeon Capital Management LLC3$00.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC1$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Versant Capital Management, Inc3$00.00%00.0%Unchanged
Northwest Investment Counselors, LLC4$00.00%+4New
Capital Advisors, Ltd. LLC8$00.00%+8New
RGT Wealth Advisors, LLC3$00.00%+3New
Schubert & Co4$00.00%+4New
Comprehensive Financial Consultants Institutional, Inc.16$00.00%+16New
WestEnd Advisors, LLC1$510.00%––
Financial Perspectives, Inc4$2070.00%+4New
Atlas Capital Advisors LLC7$3620.00%00.0%Unchanged
Northern Oak Wealth Management Inc25$1.00K0.00%−3,775−99.3%Reduced
JFS Wealth Advisors, LLC26$1.00K0.00%−457−94.6%Reduced
Institutional & Family Asset Management, LLC18$1.00K0.00%−100−84.7%Reduced
Parallax Volatility Advisers, L.P.21$1.00K0.00%−77−78.6%Reduced
Duncker Streett & Co Inc22$1.00K0.00%00.0%Unchanged
Lee Financial Co26$1.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC26$1.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc15$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.12$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.15$1.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.20$1.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC10$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC11$1.00K0.00%+10+1,000.0%Added
Chilton Capital Management LLC14$1.00K0.00%+14New
Cambridge Trust Co10$1.00K0.00%+10New
Column Capital Advisors, LLC18$1.00K0.00%+18New
Ford Financial Group, LLC20$1.00K0.00%+20New
Sierra Capital LLC27$1.00K0.00%+27New
Outfitter Financial LLC12$1.00K0.00%+12New
CarsonAllaria Wealth Management, Ltd.26$1.00K0.00%+26New
Tilia Fiduciary Partners, Inc.11$1.00K0.00%+11New
West Paces Advisors Inc.20$1.04K0.00%+20New
Raffa Wealth Management, LLC30$1.56K0.00%00.0%Unchanged
Trustcore Financial Services, LLC35$2.00K0.00%−830−96.0%Reduced
Plante Moran Financial Advisors, LLC47$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$2.00K0.00%−3−6.7%Reduced
Prestige Wealth Management Group LLC29$2.00K0.00%−19−39.6%Reduced
McIlrath & Eck, LLC29$2.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC32$2.00K0.00%+20+166.7%Added
Zions Bancorporation, N.A.31$2.00K0.00%+15+93.8%Added
Crescent Capital Consulting, LLC32$2.00K0.00%+20+166.7%Added
Gould Capital, LLC48$2.00K0.00%+48New
Fortitude Advisory Group L.L.C.35$2.00K0.00%+35New
Rise Advisors, LLC50$2.59K0.00%+50New
Tortoise Investment Management, LLC50$3.00K0.00%00.0%Unchanged
Trust Co58$3.00K0.00%00.0%Unchanged
Investors Research Corp60$3.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC59$3.00K0.00%00.0%Unchanged
PSI Advisors, LLC55$3.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc67$3.00K0.00%+45+204.5%Added
Blue Bell Private Wealth Management, LLC50$3.00K0.00%+50New
Lenox Wealth Advisors, LLC55$3.00K0.00%+55New
Howe & Rusling Inc86$4.00K0.00%−85−49.7%Reduced
Cowen Prime Advisors LLC75$4.00K0.00%−75−50.0%Reduced
Rockbridge Investment Management, LCC75$4.00K0.00%00.0%Unchanged
Henrickson Nauta Wealth Advisors, Inc.100$4.00K0.00%+100New
Zullo Investment Group, Inc.75$4.00K0.00%+75New
Glen Eagle Advisors, LLC91$4.72K0.00%−100−52.4%Reduced
Sutton Wealth Advisors Inc.96$4.98K0.00%+85+772.7%Added
First Horizon Advisors, Inc.100$5.00K0.00%−6−5.7%Reduced
Professional Financial Advisors, LLC106$5.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$5.00K0.00%00.0%Unchanged
Tompkins Financial Corp100$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust90$5.00K0.00%00.0%Unchanged
John W. Brooker & Co., CPAs100$5.00K0.00%00.0%Unchanged
Accel Wealth Management100$5.00K0.00%00.0%Unchanged
Evoke Wealth, LLC97$5.00K0.00%+12+14.1%Added
MV Capital Management, Inc.98$5.00K0.00%+47+92.2%Added
FinTrust Capital Advisors, LLC110$6.00K0.00%−100−47.6%Reduced
First National Bank of South Miami118$6.00K0.00%00.0%Unchanged
West Branch Capital LLC110$6.00K0.00%00.0%Unchanged
Smithfield Trust Co140$7.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.135$7.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.155$7.00K0.00%+73+89.0%Added
Gradient Investments LLC133$7.00K0.00%+125+1,562.5%Added
Retirement Planning Co of New England, Inc.147$7.00K0.00%+147New
Sageworth Trust Co145$8.00K0.00%−485−77.0%Reduced
NEXT Financial Group, Inc154$8.00K0.00%−20−11.5%Reduced
Capital Analysts, LLC145$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC150$8.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC150$8.00K0.00%00.0%Unchanged
Larson Financial Group LLC162$8.00K0.00%+22+15.7%Added
Delta Asset Management LLC155$8.00K0.00%+50+47.6%Added
Concord Wealth Partners152$8.00K0.00%+50+49.0%Added
TCI Wealth Advisors, Inc.153$8.00K0.00%+139+992.9%Added
TD Private Client Wealth LLC161$8.35K0.00%+59+57.8%Added
Centerpoint Advisors, LLC175$9.00K0.00%−25−12.5%Reduced
O'Dell Group, LLC183$9.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC166$9.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP179$9.00K0.00%+179New
Atwood & Palmer Inc200$10.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.200$10.0K0.00%00.0%Unchanged
Penserra Capital Management LLC204$10.0K0.00%+204New
Signet Financial Management, LLC200$10.0K0.00%+200New