Institutional Ownership Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN). We have compiled data on the 2,639 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
19,399
shares
|
$7.31 Million
1.15% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
19,391
shares
|
$7.31 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
19,362
shares
|
$7.29 Million
4.84% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,279
shares
|
$7.26 Million
0.13% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
19,261
shares
|
$7.26 Million
1.69% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
19,187
shares
|
$7.23 Million
0.46% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
19,077
shares
|
$7.19 Million
0.17% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
19,048
shares
|
$7.18 Million
0.15% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
19,024
shares
|
$7.17 Million
1.25% of portfolio
|
Q2 2025
Added 106.2%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
19,000
shares
|
$7.16 Million
0.8% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
18,951
shares
|
$7.14 Million
1.36% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,863
shares
|
$7.11 Million
0.1% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
18,770
shares
|
$7.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
18,724
shares
|
$7.05 Million
0.91% of portfolio
|
Q2 2025
Added 57.62%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
18,681
shares
|
$7.04 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
18,644
shares
|
$7.02 Million
0.21% of portfolio
|
Q2 2025
Added 161.05%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
18,642
shares
|
$7.02 Million
0.45% of portfolio
|
Q3 2023
Reduced 3.53%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
18,640
shares
|
$7.02 Million
0.53% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,576
shares
|
$7 Million
0.06% of portfolio
|
Q2 2025
Reduced 58.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,556
shares
|
$6.99 Million
0.39% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,520
shares
|
$6.98 Million
3.55% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
18,460
shares
|
$6.95 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,307
shares
|
$6.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 41.06%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
18,082
shares
|
$6.81 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
18,027
shares
|
$6.79 Million
0.22% of portfolio
|
Q2 2025
Added 0.99%
|