Eaton Ownership | Who Owns Eaton?
Eaton Ownership Summary
Eaton is owned by 39.20% institutional investors, 1.65% insiders, and 59.15% retail investors. Vanguard group is the largest institutional shareholder, holding 9.37% of ETN shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.22% of its assets in Eaton shares.
ETN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eaton | 39.20% | 1.65% | 59.15% |
| Sector | Industrials Stocks | 50.72% | 11.74% | 37.54% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.22M | 9.37% | $12.35B |
| Blackrock funding, inc. /de | 29.97M | 7.55% | $9.95B |
| Blackrock | 28.77M | 7.19% | $9.02B |
| Jpmorgan chase | 17.85M | 4.49% | $5.92B |
| State street | 16.94M | 4.30% | $5.62B |
| Fmr | 15.22M | 3.83% | $5.05B |
| Morgan stanley | 9.84M | 2.46% | $3.08B |
| Massachusetts financial services co /ma/ | 9.03M | 2.27% | $3.00B |
| Geode capital management | 8.20M | 2.06% | $2.71B |
| Raymond james financial | 5.77M | 1.45% | $1.91B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Eliot finkel investment counsel | 39.16K | 8.28% | $12.99M |
| Varenne capital partners | 80.04K | 7.84% | $26.56M |
| J. stern & co. llp | 204.51K | 6.40% | $67.90M |
| Spring capital management | 32.21K | 6.38% | $10.69M |
| Gladstone capital management llp | 220.54K | 6.10% | $73.19M |
| Two point capital management | 43.43K | 5.55% | $15.53M |
| Wells trecaso financial group | 51.01K | 5.53% | $16.93M |
| Berry wealth group, lp | 22.70K | 5.43% | $7.53M |
| Coatue management | 4.45M | 4.98% | $1.48B |
| J. l. bainbridge | 160.62K | 4.95% | $53.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 5.77M | 0.71% | 5.77M |
| Norges bank | 4.51M | 0.20% | 4.51M |
| Capital investors | 1.58M | 0.10% | 1.58M |
| Blackrock | 28.77M | 0.20% | 1.01M |
| Blackrock funding, inc. /de | 29.97M | 0.20% | 913.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 9.03M | 0.95% | -1.26M |
| Capital world investors | 4.09M | 0.21% | -1.13M |
| Jpmorgan chase | 17.85M | 0.44% | -1.09M |
| International assets investment management | 4.11K | 0.11% | -1.07M |
| Millennium management | 377.18K | 0.06% | -719.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 5.77M | 0.71% | 5.77M | $1.91B |
| Norges bank | 4.51M | 0.20% | 4.51M | $1.50B |
| Capital investors | 1.58M | 0.10% | 1.58M | $523.54M |
| Leigh baldwin | 697.72K | 0.61% | 697.72K | $697.72M |
| Gladstone capital management llp | 220.54K | 6.10% | 220.54K | $73.19M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Reston wealth management | -2.00 |
| Peak6 investments | -2.00 |
| Tfo-tdc | -3.00 |
| O'brien wealth partners | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,462 | -32.53% | 155,648,224 | -51.23% | 39 | 0.61% | 697 | -33.93% | 503 | -31.19% |
| Sep 30, 2024 | 2,139 | 1.52% | 318,435,735 | -3.25% | 80 | 1.18% | 1,035 | 10.22% | 725 | -9.49% |
| Jun 30, 2024 | 2,072 | 1.77% | 328,651,115 | 0.37% | 82 | 1.22% | 921 | -3.36% | 789 | 5.91% |
| Mar 31, 2024 | 2,036 | 9.58% | 327,450,849 | -1.13% | 81 | 1.19% | 953 | 7.20% | 745 | 13.74% |
| Dec 31, 2023 | 1,858 | 8.59% | 331,185,506 | 1.81% | 82 | 1.25% | 889 | 27.73% | 655 | -1.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 12.63M | 3.22% | -33.03K |
| Vanguard Total Stock Mkt Idx Inv | 12.47M | 3.18% | 48.23K |
| Vanguard Institutional 500 Index Trust | 10.96M | 2.80% | 75.58K |
| Fidelity 500 Index | 4.95M | 1.26% | 22.04K |
| SPDR® S&P 500 ETF | 4.91M | 1.25% | -71.92K |
| iShares Core S&P 500 ETF | 4.82M | 1.23% | 13.98K |
| SPDR® S&P 500® ETF Trust | 4.78M | 1.22% | -25.06K |
| SPDR® S&P 500® ETF | 4.73M | 1.21% | -79.34K |
| Vanguard Value Index Inv | 3.41M | 0.87% | 19.26K |
| JPM US Equity Income-Composite | 2.48M | 0.63% | 581.21K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | Thompson Dorothy C | - | Sell | $82.51K |
| Dec 13, 2024 | PAGE GREGORY R | - | Sell | $3.56M |
| Dec 09, 2024 | Monesmith Heath B. | See Remarks below. | Sell | $2.90M |
| Nov 29, 2024 | Szmagala Taras G. Jr. | See Remarks below. | Sell | $458.40K |
| Nov 29, 2024 | Szmagala Taras G. Jr. | See Remarks below. | Sell | $40.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q1 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 5 |
| 2024 Q2 | - | 2 |
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