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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, Q1 2023

Institutional positions in PENN Entertainment, Inc. as of Mar 31, 2023. 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
434
−24 vs. Q4 2022
Shares held
133.3M
−2.18M (−1.6%) vs. Q4 2022
Total value
$3.95B
−$69.7M (−1.7%) vs. Q4 2022
New holders
45
117 more added
Sold out
69
166 more reduced

7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 434 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 heldQ1 2023: $3.95B
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, Q1 2023

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q4 2022.

Institutions holding PENN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.9$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC12$00.00%+12New
Disciplined Investments, LLC2$590.00%−22−91.7%Reduced
Tilia Fiduciary Partners, Inc.2$590.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC2$590.00%+2New
Beacon Capital Management, LLC2$590.00%+2New
Tfo-TDC, LLC3$890.00%−1−25.0%Reduced
Bourgeon Capital Management LLC3$890.00%00.0%Unchanged
Versant Capital Management, Inc3$890.00%00.0%Unchanged
Financial Perspectives, Inc4$1190.00%00.0%Unchanged
Delta Asset Management LLC5$1480.00%−90−94.7%Reduced
Raffa Wealth Management, LLC5$1480.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$1780.00%00.0%Unchanged
Elequin Capital LP10$2970.00%−511−98.1%Reduced
Plante Moran Financial Advisors, LLC10$2970.00%−250−96.2%Reduced
Eagle Bay Advisors LLC10$2970.00%00.0%Unchanged
Bogart Wealth, LLC11$3260.00%00.0%Unchanged
McIlrath & Eck, LLC14$4150.00%−15−51.7%Reduced
Chilton Capital Management LLC14$4160.00%+14New
Pittenger & Anderson Inc15$4450.00%00.0%Unchanged
JFS Wealth Advisors, LLC16$4750.00%−77−82.8%Reduced
CarsonAllaria Wealth Management, Ltd.16$4750.00%−10−38.5%Reduced
Armstrong Advisory Group, Inc18$5340.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$5340.00%00.0%Unchanged
Tucker Asset Management LLC19$5640.00%+10+111.1%Added
Center for Financial Planning, Inc.20$5940.00%00.0%Unchanged
Duncker Streett & Co Inc22$6530.00%00.0%Unchanged
Rise Advisors, LLC25$7420.00%−25−50.0%Reduced
Brown Brothers Harriman & Co27$8010.00%00.0%Unchanged
SJS Investment Consulting Inc.29$8610.00%−502−94.5%Reduced
SRS Capital Advisors, Inc.30$8900.00%00.0%Unchanged
Parkside Financial Bank & Trust32$9500.00%−19−37.3%Reduced
Financial Management Professionals, Inc.42$1.00K0.00%−12−22.2%Reduced
VitalStone Financial, LLC11$1.00K0.00%+10+1,000.0%Added
Bell Investment Advisors, Inc36$1.07K0.00%−80−69.0%Reduced
Grove Bank & Trust39$1.16K0.00%+39New
Morton Brown Family Wealth, LLC42$1.25K0.00%+42New
Chesapeake Asset Management LLC43$1.27K0.00%+43New
GHP Investment Advisors, Inc.45$1.33K0.00%00.0%Unchanged
Mendota Financial Group, LLC33$1.40K0.00%+25+312.5%Added
Lansing Street Advisors48$1.42K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC50$1.48K0.00%−400−88.9%Reduced
New England Capital Financial Advisors LLC50$1.48K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$1.48K0.00%00.0%Unchanged
Studio Investment Management LLC50$1.48K0.00%00.0%Unchanged
Trust Co58$1.72K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP58$1.72K0.00%+29+100.0%Added
Laurel Wealth Advisors LLC59$1.75K0.00%−5−7.8%Reduced
Archer Investment Corp59$1.75K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$1.78K0.00%00.0%Unchanged
Investors Research Corp60$1.78K0.00%00.0%Unchanged
Schubert & Co65$1.93K0.00%−48−42.5%Reduced
Gleason Group, Inc.65$1.93K0.00%00.0%Unchanged
Cowen Prime Advisors LLC75$2.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.74$2.19K0.00%−9−10.8%Reduced
Prestige Wealth Management Group LLC74$2.20K0.00%+47+174.1%Added
Geneos Wealth Management Inc.79$2.34K0.00%00.0%Unchanged
Baystate Wealth Management LLC90$2.67K0.00%00.0%Unchanged
Tompkins Financial Corp100$2.97K0.00%00.0%Unchanged
TD Capital Management LLC100$2.97K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$2.97K0.00%00.0%Unchanged
Capital Analysts, LLC100$3.00K0.00%−45−31.0%Reduced
Concord Wealth Partners102$3.02K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC105$3.12K0.00%00.0%Unchanged
West Branch Capital LLC110$3.26K0.00%00.0%Unchanged
Leonteq Securities AG119$3.53K0.00%−1,217−91.1%Reduced
Manitou Investment Management Ltd.119$3.53K0.00%+119New
Accel Wealth Management122$3.62K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.128$3.80K0.00%00.0%Unchanged
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC150$4.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners163$4.00K0.00%00.0%Unchanged
Valley National Advisers Inc125$4.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.135$4.00K0.00%00.0%Unchanged
NewSquare Capital LLC144$4.27K0.00%00.0%Unchanged
Machina Capital S.A.S.160$4.75K0.00%+160New
Centerpoint Advisors, LLC163$5.00K0.00%−12−6.9%Reduced
Bessemer Group Inc166$5.00K0.00%+15+9.9%Added
Farther Finance Advisors, LLC195$5.78K0.00%+160+457.1%Added
Atwood & Palmer Inc200$5.93K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$5.93K0.00%00.0%Unchanged
Crewe Advisors LLC200$5.93K0.00%00.0%Unchanged
US Asset Management LLC202$6.00K0.01%00.0%Unchanged
Abound Wealth Management208$6.17K0.00%00.0%Unchanged
Sageworth Trust Co230$6.82K0.00%+230New
Endurance Wealth Management, Inc.224$7.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$7.42K0.00%−800−76.2%Reduced
Strategic Investment Solutions, Inc.263$7.80K0.00%+263New
Bay Harbor Wealth Management, LLC265$7.86K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC293$8.70K0.00%00.0%Unchanged
Central Trust Co300$8.90K0.00%00.0%Unchanged
Ahrens Investment Partners LLC300$8.90K0.00%+300New
WR Wealth Planners, LLC306$9.08K0.00%+108+54.5%Added
Investment Research & Advisory Group, Inc.340$10.1K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC345$10.2K0.00%−65−15.9%Reduced
Larson Financial Group LLC356$10.6K0.00%00.0%Unchanged
TSFG, LLC367$11.0K0.00%00.0%Unchanged
City State Bank375$11.0K0.01%00.0%Unchanged
RFP Financial Group LLC373$11.1K0.01%−266−41.6%Reduced