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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 2023

Institutional positions in PENN Entertainment, Inc. as of Dec 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
427
+40 vs. Q3 2023
Shares held
138.6M
+8.36M (+6.4%) vs. Q3 2023
Total value
$3.61B
+$595.0M (+19.8%) vs. Q3 2023
New holders
91
107 more added
Sold out
51
130 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 427 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 2023: $3.61B
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 2023

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q3 2023.

Institutions holding PENN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc15$00.00%00.0%Unchanged
Resources Management Corp18$00.00%+18New
Benjamin F. Edwards & Company, Inc.7$00.00%+7New
Smartleaf Asset Management LLC1$260.00%+1New
Godsey & Gibb Associates1$270.00%+1New
Beacon Capital Management, LLC2$460.00%00.0%Unchanged
Partnership Wealth Management, LLC3$680.00%+3New
Tfo-TDC, LLC3$780.00%00.0%Unchanged
Versant Capital Management, Inc3$780.00%00.0%Unchanged
Bourgeon Capital Management LLC3$790.00%00.0%Unchanged
Financial Perspectives, Inc4$1040.00%00.0%Unchanged
Game Plan Financial Advisors, LLC4$1040.00%+4New
Delta Asset Management LLC5$1300.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1300.00%00.0%Unchanged
Delos Wealth Advisors, LLC6$1570.00%00.0%Unchanged
Tucker Asset Management LLC9$2340.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC9$2340.00%+7+350.0%Added
Laurel Wealth Advisors LLC9$2350.00%00.0%Unchanged
Bogart Wealth, LLC10$2600.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$2600.00%00.0%Unchanged
Aspect Partners, LLC10$2600.00%+10New
DiNuzzo Private Wealth, Inc.11$2870.00%+11New
Raleigh Capital Management Inc.13$3470.00%00.0%Unchanged
McIlrath & Eck, LLC14$3640.00%00.0%Unchanged
Chilton Capital Management LLC14$3650.00%00.0%Unchanged
Institutional & Family Asset Management, LLC15$3900.00%+15New
Fairman Group, LLC15$3900.00%+15New
Pittenger & Anderson Inc15$3910.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.16$4160.00%00.0%Unchanged
South State Corp.20$5200.00%+20New
REAP Financial Group, LLC20$5200.00%+20New
Center for Financial Planning, Inc.20$5210.00%00.0%Unchanged
Duncker Streett & Co Inc22$5720.00%00.0%Unchanged
St Germain D J Co Inc23$5980.00%00.0%Unchanged
Rise Advisors, LLC25$6510.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$7030.00%00.0%Unchanged
Gradient Investments LLC30$7810.00%+30New
SJS Investment Consulting Inc.31$8080.00%−3−8.8%Reduced
Financial Management Professionals, Inc.42$1.00K0.00%00.0%Unchanged
NBC Securities, Inc.65$1.00K0.00%+65New
Avion Wealth45$1.00K0.00%+45New
CVA Family Office, LLC42$1.09K0.00%+42New
Chesapeake Asset Management LLC43$1.12K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$1.17K0.00%00.0%Unchanged
Studio Investment Management LLC50$1.30K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$1.30K0.00%00.0%Unchanged
Arlington Trust Co LLC50$1.30K0.00%+50New
Venturi Wealth Management, LLC51$1.33K0.00%−282−84.7%Reduced
Cullen/Frost Bankers, Inc.54$1.41K0.00%−6,000−99.1%Reduced
Trust Co58$1.51K0.00%00.0%Unchanged
Archer Investment Corp59$1.53K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$1.56K0.00%00.0%Unchanged
Parkside Financial Bank & Trust60$1.56K0.00%+16+36.4%Added
Rockbridge Investment Management, LCC75$1.95K0.00%+75New
McGlone Suttner Wealth Management, Inc.80$2.08K0.00%+80New
Cornerstone Planning Group LLC83$2.16K0.00%+25+43.1%Added
Scarborough Advisors, LLC89$2.32K0.00%+89New
VisionPoint Advisory Group, LLC93$2.42K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$2.60K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC100$2.60K0.00%+100New
Concord Wealth Partners102$2.65K0.00%00.0%Unchanged
Jones Financial Companies LLLP102$2.65K0.00%+77+308.0%Added
JFS Wealth Advisors, LLC103$2.68K0.00%+10+10.8%Added
West Branch Capital LLC105$2.73K0.00%00.0%Unchanged
Elequin Capital LP108$2.81K0.00%+75+227.3%Added
Bell Investment Advisors, Inc118$3.07K0.00%−49−29.3%Reduced
Manitou Investment Management Ltd.119$3.10K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.125$3.25K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.128$3.33K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.141$3.47K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC135$3.51K0.00%+135New
Umb Bank N A136$3.54K0.00%00.0%Unchanged
NewSquare Capital LLC144$3.75K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC144$3.75K0.00%+144New
Larson Financial Group LLC145$3.77K0.00%−211−59.3%Reduced
Geneos Wealth Management Inc.151$3.93K0.00%00.0%Unchanged
Washington Trust Co152$3.96K0.00%−3,848−96.2%Reduced
Centerpoint Advisors, LLC150$4.00K0.00%−13−8.0%Reduced
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.172$4.47K0.00%00.0%Unchanged
O'Dell Group, LLC183$4.76K0.00%+183New
Tennessee Valley Asset Management Partners187$4.87K0.00%+187New
Householder Group Estate & Retirement Specialist, LLC200$5.00K0.00%00.0%Unchanged
Atwood & Palmer Inc200$5.20K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$5.20K0.00%00.0%Unchanged
Tidemark, LLC200$5.20K0.00%+200New
Abound Wealth Management208$5.42K0.00%00.0%Unchanged
Provence Wealth Management Group217$5.65K0.00%00.0%Unchanged
Ci Investments Inc.228$6.00K0.00%−5−2.1%Reduced
Investment Research & Advisory Group, Inc.250$6.50K0.00%00.0%Unchanged
Fairfield, Bush & Co.255$6.63K0.00%+255New
Strategic Investment Solutions, Inc.263$6.84K0.00%−16,306−98.4%Reduced
Bay Harbor Wealth Management, LLC265$6.89K0.00%00.0%Unchanged
Tradition Wealth Management, LLC280$7.00K0.00%−11−3.8%Reduced
Migdal Insurance & Financial Holdings Ltd.264$7.00K0.00%+14+5.6%Added
Bessemer Group Inc282$7.00K0.00%+116+69.9%Added
Private Wealth Management Group, LLC287$7.47K0.00%+287New
Beaird Harris Wealth Management, LLC293$7.63K0.00%00.0%Unchanged
Central Trust Co300$7.81K0.00%00.0%Unchanged
Rothschild Investment LLC300$7.81K0.00%+300New