Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in PENN Entertainment, Inc. as of Jun 30, 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
395
−37 vs. Q1 2023
Shares held
126.3M
−7.05M (−5.3%) vs. Q1 2023
Total value
$3.03B
−$920.2M (−23.3%) vs. Q1 2023
New holders
45
102 more added
Sold out
82
143 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 395 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 heldQ2 2023: $3.03B
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, Q2 2023

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q1 2023.

Institutions holding PENN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc15$00.00%+10+200.0%Added
Comerica Bank53,676$20.00%+53,676New
Kayne Anderson Rudnick Investment Management LLC2$480.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.2$480.00%00.0%Unchanged
Beacon Capital Management, LLC2$480.00%00.0%Unchanged
Tfo-TDC, LLC3$720.00%00.0%Unchanged
Bourgeon Capital Management LLC3$730.00%00.0%Unchanged
Financial Perspectives, Inc4$960.00%00.0%Unchanged
Delta Asset Management LLC5$1200.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1200.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$1450.00%00.0%Unchanged
Mendota Financial Group, LLC8$1930.00%−25−75.8%Reduced
Bogart Wealth, LLC10$2400.00%−1−9.1%Reduced
Fiduciary Alliance LLC11$2640.00%+11New
McIlrath & Eck, LLC14$3360.00%00.0%Unchanged
Parkside Financial Bank & Trust14$3370.00%−18−56.3%Reduced
Chilton Capital Management LLC14$3370.00%00.0%Unchanged
Gradient Investments LLC15$3600.00%+15New
Pittenger & Anderson Inc15$3610.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.16$3840.00%00.0%Unchanged
Armstrong Advisory Group, Inc18$4330.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$4330.00%00.0%Unchanged
Tucker Asset Management LLC19$4570.00%00.0%Unchanged
WFA of San Diego, LLC19$4570.00%+19New
Center for Financial Planning, Inc.20$4810.00%00.0%Unchanged
Disciplined Investments, LLC20$4810.00%+18+900.0%Added
Cornerstone Planning Group LLC20$4810.00%+20New
TFC Financial Management20$4810.00%+20New
Duncker Streett & Co Inc22$5290.00%00.0%Unchanged
25 LLC20$5420.00%+20New
St Germain D J Co Inc23$5530.00%+23New
Allianz Asset Management GmbH24,800$5960.00%−19,846−44.5%Reduced
Rise Advisors, LLC25$6010.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$6490.00%−47−63.5%Reduced
Brown Brothers Harriman & Co27$6490.00%00.0%Unchanged
SJS Investment Consulting Inc.29$6980.00%00.0%Unchanged
Versant Capital Management, Inc41$9850.00%+38+1,266.7%Added
Migdal Insurance & Financial Holdings Ltd.42$1.00K0.00%−596−93.4%Reduced
Financial Management Professionals, Inc.42$1.00K0.00%00.0%Unchanged
CVA Family Office, LLC42$1.01K0.00%+42New
Chesapeake Asset Management LLC43$1.03K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$1.06K0.00%00.0%Unchanged
Lansing Street Advisors45$1.08K0.00%−3−6.3%Reduced
Studio Investment Management LLC50$1.20K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$1.20K0.00%00.0%Unchanged
Trust Co58$1.39K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC59$1.42K0.00%00.0%Unchanged
Archer Investment Corp59$1.42K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$1.44K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC62$1.49K0.00%+46+287.5%Added
Sutton Wealth Advisors Inc.74$1.78K0.00%00.0%Unchanged
Cowen Prime Advisors LLC75$1.80K0.00%00.0%Unchanged
Bell Investment Advisors, Inc77$1.85K0.00%+41+113.9%Added
Capital Analysts, LLC100$2.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC93$2.23K0.00%+93New
Tompkins Financial Corp100$2.40K0.00%00.0%Unchanged
TD Capital Management LLC100$2.40K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$2.40K0.00%00.0%Unchanged
Concord Wealth Partners102$2.45K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC105$2.52K0.00%00.0%Unchanged
West Branch Capital LLC110$2.64K0.00%00.0%Unchanged
Leonteq Securities AG111$2.67K0.00%−8−6.7%Reduced
Manitou Investment Management Ltd.119$2.86K0.00%00.0%Unchanged
Smithfield Trust Co140$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners163$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.128$3.08K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC135$3.24K0.00%−210−60.9%Reduced
Mine & Arao Wealth Creation & Management, LLC.135$3.25K0.00%00.0%Unchanged
Geneos Wealth Management Inc.155$3.73K0.00%+76+96.2%Added
Centerpoint Advisors, LLC163$4.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC150$4.00K0.00%00.0%Unchanged
NewSquare Capital LLC169$4.06K0.00%+25+17.4%Added
Newbridge Financial Services Group, Inc.172$4.13K0.00%−430−71.4%Reduced
O'Dell Group, LLC183$4.40K0.00%+183New
Atwood & Palmer Inc200$4.81K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$4.81K0.00%00.0%Unchanged
Crewe Advisors LLC200$4.81K0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC206$4.95K0.00%+206New
Abound Wealth Management208$5.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC200$5.00K0.00%−450−69.2%Reduced
Endurance Wealth Management, Inc.224$5.00K0.00%00.0%Unchanged
Ci Investments Inc.214$5.00K0.00%+205+2,277.8%Added
WR Wealth Planners, LLC238$5.72K0.00%−68−22.2%Reduced
Bessemer Group Inc293$6.00K0.00%+127+76.5%Added
Farmers & Merchants Investments Inc250$6.01K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC265$6.37K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.263$6.52K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC293$7.04K0.00%00.0%Unchanged
Central Trust Co300$7.21K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC325$7.81K0.00%+325New
Quadrant Capital Group LLC330$7.93K0.00%−756−69.6%Reduced
Huntington National Bank330$7.93K0.00%−240−42.1%Reduced
Investment Research & Advisory Group, Inc.340$8.17K0.00%00.0%Unchanged
Coastal Capital Group, Inc.343$8.24K0.00%−359−51.1%Reduced
Larson Financial Group LLC356$8.55K0.00%00.0%Unchanged
Tradition Wealth Management, LLC361$9.00K0.00%−247−40.6%Reduced
TSFG, LLC367$9.00K0.00%00.0%Unchanged
City State Bank375$9.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC376$9.04K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.313$9.30K0.00%−99−24.0%Reduced