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Livermore
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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 2022

Institutional positions in PENN Entertainment, Inc. as of Dec 31, 2022. 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
465
+28 vs. Q3 2022
Shares held
135.6M
+2.89M (+2.2%) vs. Q3 2022
Total value
$4.03B
+$374.9M (+10.3%) vs. Q3 2022
New holders
86
116 more added
Sold out
58
164 more reduced

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 465 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 2022: $4.03B
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 2022

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q3 2022.

Institutions holding PENN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1,424$00.00%+1,403+6,681.0%Added
Ci Investments Inc.9$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
VitalStone Financial, LLC1$00.00%+1New
Tilia Fiduciary Partners, Inc.2$590.00%00.0%Unchanged
Bourgeon Capital Management LLC3$890.00%00.0%Unchanged
Versant Capital Management, Inc3$890.00%00.0%Unchanged
Tfo-TDC, LLC4$1060.00%+4New
Financial Perspectives, Inc4$1190.00%00.0%Unchanged
TCI Wealth Advisors, Inc.5$1480.00%−7−58.3%Reduced
Raffa Wealth Management, LLC5$1490.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$1780.00%00.0%Unchanged
Mendota Financial Group, LLC8$2380.00%+8New
Tucker Asset Management LLC9$2650.00%00.0%Unchanged
Eagle Bay Advisors LLC10$2970.00%00.0%Unchanged
Fortis Capital Advisors, LLC10$2970.00%+10New
Accurate Wealth Management, LLC10$3130.00%+10New
Bogart Wealth, LLC11$3270.00%−250−95.8%Reduced
Atticus Wealth Management, LLC11$3270.00%00.0%Unchanged
Fiduciary Alliance LLC11$3270.00%+11New
Pittenger & Anderson Inc15$4460.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$5350.00%−94−83.9%Reduced
Armstrong Advisory Group, Inc18$5350.00%+18New
Private Advisor Group, LLC19,236$5710.00%−3,449−15.2%Reduced
Center for Financial Planning, Inc.20$5940.00%00.0%Unchanged
Duncker Streett & Co Inc22$6530.00%00.0%Unchanged
Disciplined Investments, LLC24$7130.00%+2+9.1%Added
Brown Brothers Harriman & Co27$8020.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$8020.00%00.0%Unchanged
McIlrath & Eck, LLC29$8610.00%00.0%Unchanged
Baker Avenue Asset Management, LP29$8610.00%+29New
SRS Capital Advisors, Inc.30$8910.00%+30New
CarsonAllaria Wealth Management, Ltd.26$1.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC35$1.04K0.00%+35New
GHP Investment Advisors, Inc.45$1.34K0.00%00.0%Unchanged
Lansing Street Advisors48$1.43K0.00%00.0%Unchanged
Studio Investment Management LLC50$1.49K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$1.49K0.00%00.0%Unchanged
Rise Advisors, LLC50$1.49K0.00%00.0%Unchanged
Parkside Financial Bank & Trust51$1.51K0.00%+19+59.4%Added
PSI Advisors, LLC55$1.63K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$1.64K0.00%+50New
Archer Investment Corp59$1.75K0.00%00.0%Unchanged
Investors Research Corp60$1.78K0.00%00.0%Unchanged
Cornerstone Planning Group LLC58$1.84K0.00%+58New
Laurel Wealth Advisors LLC64$1.90K0.00%00.0%Unchanged
Gleason Group, Inc.65$1.93K0.00%−1,925−96.7%Reduced
Trust Co58$2.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$2.00K0.00%00.0%Unchanged
Cowen Prime Advisors LLC75$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.54$2.00K0.00%+12+28.6%Added
Boulder Wealth Advisors, LLC70$2.00K0.00%+70New
Zullo Investment Group, Inc.75$2.23K0.00%00.0%Unchanged
Geneos Wealth Management Inc.79$2.35K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.83$2.46K0.00%−101−54.9%Reduced
Comerica Securities,inc.92$2.73K0.00%+92New
JFS Wealth Advisors, LLC93$2.76K0.00%+6+6.9%Added
Delta Asset Management LLC95$2.82K0.00%+95New
TD Capital Management LLC100$2.97K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$2.97K0.00%00.0%Unchanged
Valley National Advisers Inc125$3.00K0.00%−44−26.0%Reduced
Hazlett, Burt & Watson, Inc.100$3.00K0.00%00.0%Unchanged
Tompkins Financial Corp100$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC90$3.00K0.00%00.0%Unchanged
Concord Wealth Partners102$3.03K0.00%+102New
BDO Wealth Advisors, LLC105$3.12K0.00%−230−68.7%Reduced
West Branch Capital LLC110$3.27K0.00%00.0%Unchanged
Schubert & Co113$3.36K0.00%+27+31.4%Added
Bell Investment Advisors, Inc116$3.44K0.00%+62+114.8%Added
Accel Wealth Management122$3.62K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.128$3.80K0.00%00.0%Unchanged
Romano Brothers and Company129$3.83K0.00%+129New
Capital Analysts, LLC145$4.00K0.00%−61−29.6%Reduced
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
Bessemer Group Inc151$4.00K0.00%+6+4.1%Added
Tower View Investment Management & Research LLC150$4.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners163$4.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.135$4.01K0.00%00.0%Unchanged
Affiance Financial, LLC135$4.01K0.00%+135New
Dark Forest Capital Management LP140$4.16K0.00%+138+6,900.0%Added
NewSquare Capital LLC144$4.28K0.00%00.0%Unchanged
CVA Family Office, LLC160$4.75K0.00%−45−22.0%Reduced
Centerpoint Advisors, LLC175$5.00K0.00%00.0%Unchanged
Global Wealth Strategies & Associates188$5.58K0.00%+188New
WR Wealth Planners, LLC198$5.88K0.00%−13−6.2%Reduced
Crewe Advisors LLC200$5.94K0.00%−398−66.6%Reduced
Atwood & Palmer Inc200$5.94K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$5.94K0.00%00.0%Unchanged
US Asset Management LLC202$6.00K0.01%+202New
Abound Wealth Management208$6.18K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc220$6.53K0.00%+220New
Spire Wealth Management250$7.00K0.00%−48−16.1%Reduced
Endurance Wealth Management, Inc.224$7.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC260$7.72K0.00%−17−6.1%Reduced
Bay Harbor Wealth Management, LLC265$8.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC293$8.71K0.00%00.0%Unchanged
Central Trust Co300$8.91K0.00%00.0%Unchanged
DT Investment Partners, LLC300$8.91K0.00%+300New
Investment Research & Advisory Group, Inc.340$10.1K0.01%00.0%Unchanged
Trustcore Financial Services, LLC345$10.2K0.00%−285−45.2%Reduced