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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, Q3 2024

Institutional positions in PENN Entertainment, Inc. as of Sep 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
394
+15 vs. Q2 2024
Shares held
151.4M
+13.7M (+10.0%) vs. Q2 2024
Total value
$2.86B
+$192.6M (+7.2%) vs. Q2 2024
New holders
67
99 more added
Sold out
52
124 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 394 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 heldQ3 2024: $2.86B
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, Q3 2024

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q2 2024.

Institutions holding PENN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC7$00.00%+1+16.7%Added
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Avion Wealth33$00.00%00.0%Unchanged
Hemington Wealth Management9$00.00%+9New
Pineridge Advisors LLC1$190.00%00.0%Unchanged
Skopos Labs, Inc.1$190.00%+1New
Beacon Capital Management, LLC2$380.00%00.0%Unchanged
Partnership Wealth Management, LLC3$570.00%00.0%Unchanged
Financial Perspectives, Inc4$750.00%00.0%Unchanged
Delta Asset Management LLC5$940.00%00.0%Unchanged
Raffa Wealth Management, LLC5$940.00%00.0%Unchanged
Natixis6$1130.00%−599,794−100.0%Reduced
Kayne Anderson Rudnick Investment Management LLC7$1320.00%00.0%Unchanged
Tucker Asset Management LLC9$1700.00%00.0%Unchanged
Assetmark, Inc9$1700.00%+9New
Bogart Wealth, LLC10$1890.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1890.00%00.0%Unchanged
Aspect Partners, LLC10$1890.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1890.00%00.0%Unchanged
Morse Asset Management, Inc10$1890.00%+10New
Mendota Financial Group, LLC11$2080.00%+11New
CoreCap Advisors, LLC12$2260.00%+12New
Salem Investment Counselors Inc13$2460.00%+13New
McIlrath & Eck, LLC14$2640.00%00.0%Unchanged
Chilton Capital Management LLC14$2650.00%00.0%Unchanged
Pittenger & Anderson Inc15$2830.00%00.0%Unchanged
Global Wealth Strategies & Associates15$2830.00%00.0%Unchanged
Fairman Group, LLC15$2830.00%00.0%Unchanged
South State Corp.15$2830.00%+15New
CarsonAllaria Wealth Management, Ltd.16$3020.00%00.0%Unchanged
MV Capital Management, Inc.17$3210.00%+12+240.0%Added
Fairscale Capital, LLC18$3390.00%−74−80.4%Reduced
Center for Financial Planning, Inc.20$3780.00%00.0%Unchanged
Duncker Streett & Co Inc22$4150.00%00.0%Unchanged
Rise Advisors, LLC25$4720.00%00.0%Unchanged
Mather Group, LLC.29$5500.00%+29New
Private Wealth Management Group, LLC33$6230.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.35$6610.00%+35New
First Horizon Advisors, Inc.36$6780.00%+36New
Eastern Bank39$7360.00%+39New
TruNorth Capital Management, LLC41$7730.00%00.0%Unchanged
Chesapeake Asset Management LLC43$8100.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$8490.00%00.0%Unchanged
Laurel Wealth Advisors LLC46$8680.00%+37+411.1%Added
Studio Investment Management LLC50$9430.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$9430.00%00.0%Unchanged
Financial Management Professionals, Inc.42$1.00K0.00%00.0%Unchanged
Trust Co58$1.09K0.00%00.0%Unchanged
Archer Investment Corp59$1.11K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC60$1.13K0.00%00.0%Unchanged
PFS Partners, LLC68$1.28K0.00%+68New
CVA Family Office, LLC69$1.30K0.00%+27+64.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC70$1.32K0.00%+70New
Aspire Private Capital, LLC70$1.32K0.00%+70New
Truvestments Capital LLC71$1.34K0.00%+71New
VitalStone Financial, LLC73$1.38K0.00%−17,294−99.6%Reduced
SOA Wealth Advisors, LLC.73$1.38K0.00%−55−43.0%Reduced
Princeton Global Asset Management LLC75$1.42K0.00%00.0%Unchanged
Planning Capital Management Corp75$1.42K0.00%+75New
Huntington National Bank81$1.53K0.00%−286−77.9%Reduced
Cornerstone Planning Group LLC83$1.73K0.00%00.0%Unchanged
Bell Investment Advisors, Inc97$1.83K0.00%00.0%Unchanged
Creative Financial Designs Inc100$1.89K0.00%00.0%Unchanged
Concord Wealth Partners102$1.92K0.00%00.0%Unchanged
TSFG, LLC97$2.00K0.00%00.0%Unchanged
West Branch Capital LLC108$2.04K0.00%+3+2.9%Added
Prestige Wealth Management Group LLC112$2.11K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC117$2.21K0.00%00.0%Unchanged
Nemes Rush Group LLC122$2.22K0.00%00.0%Unchanged
Manitou Investment Management Ltd.119$2.24K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC140$2.64K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.141$2.66K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC143$2.70K0.00%−784−84.6%Reduced
Washington Trust Co149$2.81K0.00%00.0%Unchanged
Geneos Wealth Management Inc.151$2.85K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.164$3.00K0.00%−168−50.6%Reduced
Centerpoint Advisors, LLC150$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC200$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc161$3.04K0.00%+158+5,266.7%Added
TD Waterhouse Canada Inc.169$3.11K0.00%−175−50.9%Reduced
Larson Financial Group LLC175$3.30K0.00%00.0%Unchanged
Smartleaf Asset Management LLC179$3.45K0.00%+25+16.2%Added
Atwood & Palmer Inc200$3.77K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$3.77K0.00%00.0%Unchanged
Tidemark, LLC200$3.77K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC200$3.86K0.00%+200New
Bessemer Group Inc227$4.00K0.00%+212+1,413.3%Added
Abound Wealth Management218$4.11K0.00%+10+4.8%Added
WR Wealth Planners, LLC235$4.43K0.00%00.0%Unchanged
Rothschild Investment LLC254$4.79K0.00%−50−16.4%Reduced
Parkside Financial Bank & Trust296$5.58K0.00%+24+8.8%Added
Sandy Spring Bank300$5.66K0.00%00.0%Unchanged
Central Trust Co305$5.75K0.00%+5+1.7%Added
Sachetta, LLC364$6.87K0.00%00.0%Unchanged
Anchor Investment Management, LLC370$6.98K0.00%00.0%Unchanged
Hantz Financial Services, Inc.349$7.00K0.00%00.0%Unchanged
City State Bank375$7.07K0.00%00.0%Unchanged
Bryn Mawr Trust Co375$7.07K0.00%+375New
Umb Bank N A377$7.11K0.00%+377New
HM Payson & Co400$7.54K0.00%−350−46.7%Reduced