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 2,719 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
22,546
shares
|
$7.94 Million
3.38% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
22,514
shares
|
$7.93 Million
1.38% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
22,382
shares
|
$7.89 Million
0.35% of portfolio
|
Q4 2024
Added 143.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
22,269
shares
|
$7.85 Million
0.15% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
22,226
shares
|
$7.83 Million
0.21% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
22,167
shares
|
$7.81 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
22,129
shares
|
$7.8 Million
0.59% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
22,087
shares
|
$7.78 Million
0.88% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
22,044
shares
|
$7.77 Million
0.81% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
21,970
shares
|
$7.74 Million
0.81% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
21,958
shares
|
$7.74 Million
0.9% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
21,898
shares
|
$7.72 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
21,559
shares
|
$7.6 Million
0.29% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
21,526
shares
|
$7.59 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
21,397
shares
|
$7.54 Million
0.37% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
21,389
shares
|
$7.54 Million
0.03% of portfolio
|
Q3 2022
Added 26.56%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
21,316
shares
|
$7.51 Million
0.06% of portfolio
|
Q4 2025
Added 62.38%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
21,166
shares
|
$7.46 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
21,088
shares
|
$7.43 Million
1.2% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Nov 13, 2025 Q3 2025 |
20,938
shares
|
$7.38 Million
3.23% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
20,906
shares
|
$7.37 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
20,782
shares
|
$7.32 Million
1.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
20,721
shares
|
$7.3 Million
0.01% of portfolio
|
Q4 2025
Reduced 85.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
20,718
shares
|
$7.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,597
shares
|
$7.26 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.75%
|
|