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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 2024

Institutional positions in PENN Entertainment, Inc. as of Mar 31, 2024. 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
404
−18 vs. Q4 2023
Shares held
148.1M
+9.44M (+6.8%) vs. Q4 2023
Total value
$2.69B
−$913.9M (−25.3%) vs. Q4 2023
New holders
62
109 more added
Sold out
80
136 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 404 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 2024: $2.69B
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 2024

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q4 2023.

Institutions holding PENN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc15$00.00%−267−94.7%Reduced
Roble, Belko & Company, Inc5$00.00%−10−66.7%Reduced
Pineridge Advisors LLC1$180.00%−340−99.7%Reduced
Beacon Capital Management, LLC2$360.00%00.0%Unchanged
Tfo-TDC, LLC3$550.00%00.0%Unchanged
Versant Capital Management, Inc3$550.00%00.0%Unchanged
Partnership Wealth Management, LLC3$550.00%00.0%Unchanged
Assetmark, Inc3$550.00%+3New
Financial Perspectives, Inc4$730.00%00.0%Unchanged
Delta Asset Management LLC5$910.00%00.0%Unchanged
Raffa Wealth Management, LLC5$910.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$1270.00%−2−22.2%Reduced
MV Capital Management, Inc.7$1280.00%+7New
Laurel Wealth Advisors LLC9$1640.00%00.0%Unchanged
Tucker Asset Management LLC9$1640.00%00.0%Unchanged
Bogart Wealth, LLC10$1820.00%00.0%Unchanged
Aspect Partners, LLC10$1820.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1820.00%00.0%Unchanged
Hollencrest Capital Management10$1820.00%+10New
SJS Investment Consulting Inc.10$1830.00%−21−67.7%Reduced
Mather Group, LLC.8$2080.00%+8New
CoreCap Advisors, LLC12$2190.00%+12New
Chilton Capital Management LLC14$2550.00%00.0%Unchanged
McIlrath & Eck, LLC14$2550.00%00.0%Unchanged
Institutional & Family Asset Management, LLC15$2730.00%00.0%Unchanged
Fairman Group, LLC15$2730.00%00.0%Unchanged
Brown Brothers Harriman & Co15$2730.00%+15New
Global Wealth Strategies & Associates15$2730.00%+15New
Pittenger & Anderson Inc15$2740.00%00.0%Unchanged
Bokf, NA15$2740.00%+15New
CarsonAllaria Wealth Management, Ltd.16$2910.00%00.0%Unchanged
Toronto Dominion Bank20$3640.00%−2,000,004−100.0%Reduced
REAP Financial Group, LLC20$3640.00%00.0%Unchanged
Ransom Advisory, Ltd20$3640.00%+20New
Center for Financial Planning, Inc.20$3650.00%00.0%Unchanged
Duncker Streett & Co Inc22$4010.00%00.0%Unchanged
St Germain D J Co Inc23$4190.00%00.0%Unchanged
Rise Advisors, LLC25$4550.00%00.0%Unchanged
Smartleaf Asset Management LLC28$5120.00%+27+2,700.0%Added
CBIZ Investment Advisory Services, LLC30$5460.00%+30New
South State Corp.34$6190.00%+14+70.0%Added
Jones Financial Companies LLLP35$6370.00%−67−65.7%Reduced
TruNorth Capital Management, LLC41$7470.00%+41New
CVA Family Office, LLC42$7650.00%00.0%Unchanged
Chesapeake Asset Management LLC43$7830.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$8200.00%00.0%Unchanged
Studio Investment Management LLC50$9110.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$9110.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.54$9830.00%00.0%Unchanged
Financial Management Professionals, Inc.57$1.00K0.00%+15+35.7%Added
Trust Co58$1.06K0.00%00.0%Unchanged
Archer Investment Corp59$1.07K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$1.09K0.00%00.0%Unchanged
Cornerstone Planning Group LLC83$1.26K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.75$1.37K0.00%−500−87.0%Reduced
Princeton Global Asset Management LLC75$1.37K0.00%+75New
EverSource Wealth Advisors, LLC86$1.42K0.00%−781−90.1%Reduced
American Capital Advisory, LLC50$1.48K0.00%+50New
Umb Bank N A84$1.53K0.00%−52−38.2%Reduced
VisionPoint Advisory Group, LLC93$1.69K0.00%00.0%Unchanged
Bell Investment Advisors, Inc97$1.77K0.00%−21−17.8%Reduced
ICA Group Wealth Management, LLC100$1.82K0.00%−35−25.9%Reduced
IAG Wealth Partners, LLC100$1.82K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A100$1.82K0.00%+100New
Parkside Financial Bank & Trust101$1.84K0.00%+41+68.3%Added
Concord Wealth Partners102$1.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC105$1.91K0.00%−182−63.4%Reduced
West Branch Capital LLC105$1.91K0.00%00.0%Unchanged
TSFG, LLC97$2.00K0.00%−200−67.3%Reduced
Manitou Investment Management Ltd.119$2.17K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.125$2.28K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.128$2.33K0.00%00.0%Unchanged
Clearstead Advisors, LLC150$2.38K0.00%−602−80.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.141$2.57K0.00%00.0%Unchanged
NewSquare Capital LLC144$2.62K0.00%00.0%Unchanged
Washington Trust Co147$2.68K0.00%−5−3.3%Reduced
Geneos Wealth Management Inc.151$2.75K0.00%00.0%Unchanged
Smithfield Trust Co217$3.00K0.00%+77+55.0%Added
Centerpoint Advisors, LLC150$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC172$3.13K0.00%+145+537.0%Added
Larson Financial Group LLC175$3.19K0.00%+30+20.7%Added
Atwood & Palmer Inc200$3.64K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$3.64K0.00%00.0%Unchanged
Tidemark, LLC200$3.64K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC200$3.64K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC144$3.75K0.00%00.0%Unchanged
Abound Wealth Management208$3.79K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.192$4.19K0.00%−14,020−98.6%Reduced
WR Wealth Planners, LLC238$4.33K0.00%+238New
RFP Financial Group LLC257$4.68K0.00%−373−59.2%Reduced
Bay Harbor Wealth Management, LLC265$4.83K0.00%00.0%Unchanged
Elequin Capital LP266$4.84K0.00%+158+146.3%Added
Ci Investments Inc.299$5.00K0.00%+71+31.1%Added
Salem Investment Counselors Inc300$5.46K0.00%−250−45.5%Reduced
Central Trust Co300$5.46K0.00%00.0%Unchanged
Rothschild Investment LLC300$5.46K0.00%00.0%Unchanged
Sandy Spring Bank300$5.46K0.00%00.0%Unchanged
Huntington National Bank302$5.50K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC325$5.92K0.00%−53−14.0%Reduced
Hantz Financial Services, Inc.349$6.00K0.00%00.0%Unchanged