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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 2024

Institutional positions in PENN Entertainment, Inc. as of Dec 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
382
−3 vs. Q3 2024
Shares held
154.6M
+4.48M (+3.0%) vs. Q3 2024
Total value
$3.06B
+$232.4M (+8.2%) vs. Q3 2024
New holders
60
96 more added
Sold out
63
133 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2024: $3.06B
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 2024

Shares, value and share of portfolio for each institution holding PENN Entertainment, Inc.; share changes are against Q3 2024.

Institutions holding PENN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC42$00.00%−1,635−97.5%Reduced
Capital Advisors, Ltd. LLC7$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Hemington Wealth Management9$00.00%00.0%Unchanged
Activest Wealth Management1$200.00%+1New
West Paces Advisors Inc.3$590.00%+3New
Rothschild Investment LLC4$790.00%−250−98.4%Reduced
Financial Perspectives, Inc4$790.00%00.0%Unchanged
Delta Asset Management LLC5$990.00%00.0%Unchanged
Raffa Wealth Management, LLC5$990.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$1390.00%00.0%Unchanged
Transce3nd, LLC8$1590.00%+8New
Tucker Asset Management LLC9$1780.00%00.0%Unchanged
Morse Asset Management, Inc10$1980.00%00.0%Unchanged
Bogart Wealth, LLC10$1980.00%00.0%Unchanged
Aspect Partners, LLC10$1980.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1980.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1990.00%00.0%Unchanged
CoreCap Advisors, LLC12$2380.00%00.0%Unchanged
Aventura Private Wealth, LLC13$2580.00%+13New
McIlrath & Eck, LLC14$2770.00%00.0%Unchanged
Chilton Capital Management LLC14$2780.00%00.0%Unchanged
South State Corp.15$2970.00%00.0%Unchanged
Fairman Group, LLC15$2970.00%00.0%Unchanged
Assetmark, Inc15$2970.00%+6+66.7%Added
Pittenger & Anderson Inc15$2980.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.16$3170.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC16$3170.00%+16New
Fairscale Capital, LLC18$3570.00%00.0%Unchanged
Center for Financial Planning, Inc.20$3970.00%00.0%Unchanged
Duncker Streett & Co Inc22$4360.00%00.0%Unchanged
First Horizon Advisors, Inc.24$4750.00%−12−33.3%Reduced
Private Wealth Management Group, LLC33$6550.00%00.0%Unchanged
Elequin Capital LP39$7730.00%−538−93.2%Reduced
Eastern Bank39$7730.00%00.0%Unchanged
TruNorth Capital Management, LLC41$8130.00%00.0%Unchanged
CVA Family Office, LLC42$8320.00%−27−39.1%Reduced
Financial Management Professionals, Inc.42$8320.00%00.0%Unchanged
Chesapeake Asset Management LLC43$8520.00%00.0%Unchanged
GHP Investment Advisors, Inc.45$8920.00%00.0%Unchanged
Laurel Wealth Advisors LLC46$9120.00%00.0%Unchanged
Studio Investment Management LLC50$9910.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$9910.00%00.0%Unchanged
TSFG, LLC67$1.00K0.00%−30−30.9%Reduced
Princeton Global Asset Management LLC55$1.09K0.00%−20−26.7%Reduced
Trust Co58$1.15K0.00%00.0%Unchanged
Archer Investment Corp59$1.17K0.00%00.0%Unchanged
PFS Partners, LLC68$1.35K0.00%00.0%Unchanged
MV Capital Management, Inc.68$1.35K0.00%+51+300.0%Added
Truvestments Capital LLC71$1.41K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.73$1.45K0.00%00.0%Unchanged
Smartleaf Asset Management LLC82$1.53K0.00%−97−54.2%Reduced
Cornerstone Planning Group LLC83$1.67K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC90$1.78K0.00%+90New
Washington Trust Co100$1.98K0.00%−49−32.9%Reduced
West Branch Capital LLC100$1.98K0.00%−8−7.4%Reduced
Creative Financial Designs Inc100$1.98K0.00%00.0%Unchanged
Concord Wealth Partners102$2.02K0.00%00.0%Unchanged
Innovative Advisory Group, LLC103$2.04K0.00%+103New
Bryn Mawr Trust Co105$2.08K0.00%−270−72.0%Reduced
Prestige Wealth Management Group LLC112$2.22K0.00%00.0%Unchanged
Larson Financial Group LLC115$2.28K0.00%−60−34.3%Reduced
Manitou Investment Management Ltd.119$2.36K0.00%00.0%Unchanged
Nemes Rush Group LLC122$2.42K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.141$2.65K0.00%00.0%Unchanged
Geneos Wealth Management Inc.134$2.66K0.00%−17−11.3%Reduced
Golden State Wealth Management, LLC135$2.67K0.00%+135New
Bartlett & Co. Wealth Management LLC140$2.77K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC141$2.79K0.00%+71+101.4%Added
Centerpoint Advisors, LLC150$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC200$3.00K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.175$3.47K0.00%+175New
WR Wealth Planners, LLC176$3.49K0.00%−59−25.1%Reduced
Venturi Wealth Management, LLC180$3.57K0.00%−380−67.9%Reduced
Atwood & Palmer Inc200$3.96K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC200$3.96K0.00%00.0%Unchanged
Tidemark, LLC200$3.96K0.00%00.0%Unchanged
Skopos Labs, Inc.216$4.28K0.00%+215+21,500.0%Added
Huntington National Bank217$4.30K0.00%+136+167.9%Added
Abound Wealth Management218$4.32K0.00%00.0%Unchanged
Versant Capital Management, Inc223$4.42K0.00%+62+38.5%Added
Wolff Wiese Magana LLC275$5.45K0.00%−399−59.2%Reduced
City State Bank290$5.75K0.00%−85−22.7%Reduced
Central Trust Co300$5.95K0.00%−5−1.6%Reduced
Sandy Spring Bank300$5.95K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC305$6.04K0.00%+305New
Global Wealth Strategies & Associates315$6.24K0.00%+300+2,000.0%Added
TCTC Holdings, LLC319$6.32K0.00%+319New
EverSource Wealth Advisors, LLC339$6.72K0.00%−240−41.5%Reduced
Parkside Financial Bank & Trust343$6.80K0.00%+47+15.9%Added
Hantz Financial Services, Inc.349$7.00K0.00%00.0%Unchanged
Sachetta, LLC364$7.21K0.00%00.0%Unchanged
SBI Securities Co., Ltd.369$7.31K0.00%+369New
Anchor Investment Management, LLC370$7.33K0.00%00.0%Unchanged
Mather Group, LLC.400$7.93K0.00%+371+1,279.3%Added
Umb Bank N A406$8.05K0.00%+29+7.7%Added
Strategic Investment Solutions, Inc.419$8.30K0.00%−300−41.7%Reduced
LRI Investments, LLC435$8.62K0.00%00.0%Unchanged
Spire Wealth Management438$8.68K0.00%00.0%Unchanged
Bessemer Group Inc437$9.00K0.00%+210+92.5%Added