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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, Q2 2024

Institutional positions in PENN Entertainment, Inc. as of Jun 30, 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
382
−19 vs. Q1 2024
Shares held
155.8M
+8.00M (+5.4%) vs. Q1 2024
Total value
$3.02B
+$326.5M (+12.1%) vs. Q1 2024
New holders
58
107 more added
Sold out
77
117 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 382 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 2024: $3.02B
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 2024

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q1 2024.

Institutions holding PENN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WR Wealth Planners, LLC235$4.55K0.00%−3−1.3%Reduced
Abound Wealth Management208$4.03K0.00%00.0%Unchanged
Atwood & Palmer Inc200$3.87K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$3.87K0.00%00.0%Unchanged
Tidemark, LLC200$3.87K0.00%00.0%Unchanged
International Assets Investment Management, LLC187$3.62K0.00%+187New
EverSource Wealth Advisors, LLC175$3.49K0.00%+89+103.5%Added
Larson Financial Group LLC175$3.39K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC200$3.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC150$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.151$2.92K0.00%00.0%Unchanged
Smartleaf Asset Management LLC154$2.91K0.00%+126+450.0%Added
Washington Trust Co149$2.88K0.00%+2+1.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.141$2.73K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC140$2.71K0.00%+140New
Redwood Wealth Management Group, LLC134$2.59K0.00%+134New
SOA Wealth Advisors, LLC.128$2.48K0.00%00.0%Unchanged
Nemes Rush Group LLC122$2.36K0.00%−233−65.6%Reduced
Manitou Investment Management Ltd.119$2.30K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC117$2.27K0.00%−1,900−94.2%Reduced
Prestige Wealth Management Group LLC112$2.17K0.00%−60−34.9%Reduced
West Branch Capital LLC105$2.03K0.00%00.0%Unchanged
TSFG, LLC97$2.00K0.00%00.0%Unchanged
Concord Wealth Partners102$1.97K0.00%00.0%Unchanged
Creative Financial Designs Inc100$1.94K0.00%−278−73.5%Reduced
IAG Wealth Partners, LLC100$1.94K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC100$1.94K0.00%00.0%Unchanged
Bell Investment Advisors, Inc97$1.88K0.00%00.0%Unchanged
Fairscale Capital, LLC92$1.83K0.00%+92New
VisionPoint Advisory Group, LLC93$1.80K0.00%00.0%Unchanged
Princeton Global Asset Management LLC75$1.45K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC73$1.41K0.00%+73New
Cornerstone Planning Group LLC83$1.41K0.00%00.0%Unchanged
Hartford Financial Management Inc.70$1.35K0.00%+70New
Carolina Wealth Advisors, LLC60$1.16K0.00%00.0%Unchanged
Archer Investment Corp59$1.14K0.00%00.0%Unchanged
Trust Co58$1.12K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.54$1.04K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$1.00K0.00%−15−26.3%Reduced
Studio Investment Management LLC50$9680.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$9680.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$8710.00%00.0%Unchanged
Chesapeake Asset Management LLC43$8320.00%00.0%Unchanged
CVA Family Office, LLC42$8130.00%00.0%Unchanged
TruNorth Capital Management, LLC41$7940.00%00.0%Unchanged
Johnson Financial Group, Inc.35$6780.00%+35New
Private Wealth Management Group, LLC33$6390.00%−72−68.6%Reduced
CBIZ Investment Advisory Services, LLC30$5810.00%00.0%Unchanged
Rise Advisors, LLC25$4840.00%00.0%Unchanged
Duncker Streett & Co Inc22$4260.00%00.0%Unchanged
Center for Financial Planning, Inc.20$3880.00%00.0%Unchanged
Toronto Dominion Bank20$3870.00%00.0%Unchanged
REAP Financial Group, LLC20$3870.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.16$3100.00%00.0%Unchanged
Pittenger & Anderson Inc15$2910.00%00.0%Unchanged
Institutional & Family Asset Management, LLC15$2900.00%00.0%Unchanged
Global Wealth Strategies & Associates15$2900.00%00.0%Unchanged
Fairman Group, LLC15$2900.00%00.0%Unchanged
Chilton Capital Management LLC14$2710.00%00.0%Unchanged
McIlrath & Eck, LLC14$2710.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1940.00%00.0%Unchanged
Bogart Wealth, LLC10$1940.00%00.0%Unchanged
Aspect Partners, LLC10$1940.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1940.00%00.0%Unchanged
Harbor Investment Advisory, LLC10$1940.00%+10New
Gradient Investments LLC10$1940.00%+10New
Laurel Wealth Advisors LLC9$1750.00%00.0%Unchanged
Tucker Asset Management LLC9$1740.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$1350.00%00.0%Unchanged
MV Capital Management, Inc.5$970.00%−2−28.6%Reduced
Delta Asset Management LLC5$970.00%00.0%Unchanged
Raffa Wealth Management, LLC5$970.00%00.0%Unchanged
1832 Asset Management L.P.5$970.00%+5New
Financial Perspectives, Inc4$770.00%00.0%Unchanged
Versant Capital Management, Inc3$580.00%00.0%Unchanged
Partnership Wealth Management, LLC3$580.00%00.0%Unchanged
Beacon Capital Management, LLC2$390.00%00.0%Unchanged
Pineridge Advisors LLC1$190.00%00.0%Unchanged
Bessemer Group Inc15$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC6$00.00%+6New
Avion Wealth33$00.00%+33New
Bamco Inc0$00.00%−353,399−100.0%Sold out
Matthew 25 Management Corp0$00.00%−290,000−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−226,317−100.0%Sold out
13D Management LLC0$00.00%−202,503−100.0%Sold out
HRT Financial LP0$00.00%−202,208−100.0%Sold out
Diameter Capital Partners LP0$00.00%−200,000−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−200,000−100.0%Sold out
American International Group, Inc.0$00.00%−197,224−100.0%Sold out
Retirement Systems of Alabama0$00.00%−187,093−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−167,959−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−147,347−100.0%Sold out
Texas Permanent School Fund0$00.00%−130,156−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−119,499−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−119,395−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−100,000−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−78,981−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−70,865−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−65,491−100.0%Sold out