Eaton Ownership | Who Owns Eaton?

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Eaton Ownership Summary

Eaton is owned by 80.19% institutional investors, 0.19% insiders, and 19.62% retail investors. Vanguard group is the largest institutional shareholder, holding 9.23% of ETN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Eaton shares.

ETN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Eaton	80.19%	0.19%	19.62%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Industrial Machinery Stocks	76.77%	7.61%	15.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	36.92M	9.23%	$11.58B
Blackrock	28.77M	7.19%	$9.02B
Jpmorgan chase	22.01M	5.50%	$6.90B
Fmr	20.07M	5.02%	$6.29B
State street	16.70M	4.18%	$5.24B
Massachusetts financial services co /ma/	10.32M	2.58%	$3.24B
Morgan stanley	9.84M	2.46%	$3.08B
Geode capital management	8.01M	2.00%	$2.51B
Capital world investors	6.15M	1.54%	$1.93B
Nuveen asset management	4.74M	1.19%	$1.49B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Darden wealth group	10.26K	19.38%	$32.18M
Ace management global	129.73K	11.95%	$40.68M
Eliot finkel investment counsel	46.68K	9.64%	$14.64M
J. stern & co. llp	198.42K	7.41%	$62.21M
Berry wealth group, lp	26.06K	6.52%	$8.17M
Wells trecaso financial group	52.36K	5.68%	$16.42M
Two point capital management	43.69K	5.51%	$13.70M
Spring capital management	34.37K	5.45%	$6.91M
Coatue management	4.27M	5.22%	$1.34B
Phocas financial	4.09K	5.14%	$1.28B

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	4.66M	0.22%	4.66M
Jennison associates	4.70M	0.94%	3.44M
Capital world investors	6.15M	0.31%	2.96M
Blackrock	28.77M	0.20%	1.01M
Mirae asset global etfs	914.58K	0.68%	914.58K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	20.07M	0.40%	-3.02M
Jpmorgan chase	22.01M	0.57%	-1.98M
Massachusetts financial services co /ma/	10.32M	0.99%	-1.49M
Ameriprise financial	2.04M	0.17%	-1.45M
Boston partners	2.32K	0.00%	-1.29M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.66M	0.22%	4.66M	$1.46B
Mirae asset global etfs	914.58K	0.68%	914.58K	$286.77M
Winslow capital management	804.72K	0.91%	804.72K	$252.32M
Swedbank ab	720.70K	0.30%	720.70K	$225.97M
Ace management global	129.73K	11.95%	129.73K	$40.68M

Sold Out

Holder	Change
Peak6 investments	-2.00
O'brien wealth partners	-3.00
Tfo-tdc	-3.00
Hexagon capital partners	-3.00
Thomas j. herzfeld advisors	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	1,711	2.89%	325,307,786	-0.90%	81	1.20%	696	-4.92%	668	6.54%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	12.59M	3.18%	-44.62K
Vanguard Institutional 500 Index Trust	10.55M	2.67%	123.41K
Fidelity 500 Index	4.89M	1.24%	-31.60K
SPDR® S&P 500® ETF Trust	4.89M	1.24%	-27.14K
iShares Core S&P 500 ETF	4.49M	1.14%	13.92K
Vanguard Value Index Inv	3.38M	0.85%	10.20K
JPMorgan Large Cap Growth I	3.08M	0.78%	-778.12K
Vanguard Institutional Index I	2.53M	0.64%	-1.41K
MFS Large Cap Value Equity	2.48M	0.62%	-54.86K
MFS Growth B	2.33M	0.59%	-7.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 25, 2024	MARSHALL ERNEST W JR	See Remarks below.	Sell	$534.56K

Insider Transactions Trends

Date	Buy	Sell
2027 Q1	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	2	5
2024 Q2	-	2

ETN Ownership FAQ

Who Owns Eaton?

Eaton shareholders are primarily institutional investors at 80.19%, followed by 0.19% insiders and 19.62% retail investors. The average institutional ownership in Eaton's industry, Industrial Machinery Stocks, is 76.77%, which Eaton exceeds.

Who owns the most shares of Eaton?

Eaton’s largest shareholders are Vanguard group (36.92M shares, 9.23%), Blackrock (28.77M shares, 7.19%), and Jpmorgan chase (22.01M shares, 5.50%). Together, they hold 21.93% of Eaton’s total shares outstanding.

Does Blackrock own Eaton?

Yes, BlackRock owns 7.19% of Eaton, totaling 28.77M shares as of Jun 2024. This represents 0.20% of BlackRock's total assets, with a market value of 9.02B$. In the last quarter, BlackRock increased its holdings by 1.01M shares, a 3.64% change.

Who is Eaton’s biggest shareholder by percentage of total assets invested?

Darden wealth group is Eaton’s biggest shareholder by percentage of total assets invested, with 19.38% of its assets in 10.26K Eaton shares, valued at 32.18M$.

Who is the top mutual fund holder of Eaton shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Eaton shares, with 3.18% of its total shares outstanding invested in 12.59M Eaton shares.

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