Also trades as: 0Y3K.L (LSE) · $vol 1M
ETN Institutional Ownership
Eaton Corporation plc
1W: +0.6%
1M: -10.9%
3M: +6.4%
YTD: +18.4%
1Y: +3.2%
3Y: +105.6%
5Y: +157.2%
$384.20
+12.28 (+3.30%)
Weekly Expected Move ±5.2%
$328
$347
$366
$385
$404
Credit Risk of going bust: lower than 66% of companies Debt: 12.5% of company value Bonds: $584.4M held by 348 funds, 51 bp over Treasuries → details ▾
If the stock fell to about $4.91 (down 99%), Eaton Corporation plc would be worth roughly what it owes.
Total debt $21.33B against a stock market value of $149.22B.
Distance to default 6.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $11.36B (short-term plus half of long-term), stock volatility 40.3%; Altman Z'' 2.23. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $21.33B against a stock market value of $149.22B.
Distance to default 6.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $11.36B (short-term plus half of long-term), stock volatility 40.3%; Altman Z'' 2.23. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — ETN
2,787
Institutional Holders
+122 vs prior quarter
0.0%
Ownership
+0.00pp
$138B
Total Invested
299
New Positions
1113
Increased
1013
Reduced
110
Closed
1.21
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2916 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 30,675,945 | $11.8B | +131,775 | +0.4% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 25,364,223 | $9.7B | +118,107 | +0.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 17,479,372 | $6.7B | +502,549 | +3.0% | 46Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 16,785,110 | $6.4B | -2,515,801 | -13.0% | 55Q | SEC ↗ |
| 5 | MORGAN STANLEY | 13,250,139 | $5.1B | +138,516 | +1.1% | 55Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 11,076,048 | $4.3B | -1,006,982 | -8.3% | 15Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9,404,429 | $3.6B | +218,836 | +2.4% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 8,956,719 | $3.4B | +104,178 | +1.2% | 55Q | SEC ↗ |
| 9 | FMR LLC | 8,331,531 | $3.2B | -110,723 | -1.3% | 55Q | SEC ↗ |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 6,827,266 | $2.6B | +1,120,567 | +19.6% | 55Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 5,504,383 | $2.1B | -10,708 | -0.2% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 5,243,158 | $2.0B | +387,985 | +8.0% | 47Q | SEC ↗ |
| 13 | Nuveen, LLC | 5,126,194 | $2.0B | +503,360 | +10.9% | 6Q | SEC ↗ |
| 14 | JANUS HENDERSON GROUP PLC | 5,092,361 | $2.0B | +43,222 | +0.9% | 41Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 5,034,516 | $1.9B | -319,017 | -6.0% | 15Q | SEC ↗ |
| 16 | COATUE MANAGEMENT LLC | 4,968,415 | $1.9B | +219,917 | +4.6% | 13Q | SEC ↗ |
| 17 | NORGES BANK NEW | 4,917,475 | $1.9B | — | +0.0% | 1Q | SEC ↗ |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,880,412 | $1.9B | +192,048 | +4.1% | 55Q | SEC ↗ |
| 19 | Jupiter Topco LLC NEW | 4,783,133 | $1.8B | — | +0.0% | 1Q | SEC ↗ |
| 20 | ALLIANCEBERNSTEIN L.P. | 4,622,743 | $1.8B | +1,295,340 | +38.9% | 55Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 4,337,062 | $1.7B | -43,084 | -1.0% | 55Q | SEC ↗ |
| 22 | Invesco Ltd. | 3,567,633 | $1.4B | -680,262 | -16.0% | 55Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 3,135,220 | $1.2B | +52,195 | +1.7% | 55Q | SEC ↗ |
| 24 | FIRST TRUST ADVISORS LP | 3,125,697 | $1.2B | +828,773 | +36.1% | 55Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 2,668,882 | $1.0B | +1,873 | +0.1% | 55Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 2,656,634 | $1.0B | -223,714 | -7.8% | 16Q | SEC ↗ |
| 27 | Clearbridge Investments, LLC | 2,649,571 | $1.0B | -519,084 | -16.4% | 55Q | SEC ↗ |
| 28 | PRICE T ROWE ASSOCIATES INC /MD | 2,497,387 | $959M | +1,585,861 | +174.0% | 16Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 2,491,633 | $957M | +322,019 | +14.8% | 55Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 2,370,767 | $911M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,370,767 | $911M | +26,027 | +1.1% | 15Q | SEC ↗ |
| 32 | Legal & General Group Plc | 2,277,622 | $875M | -77,685 | -3.3% | 27Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 2,188,279 | $841M | +1,621 | +0.1% | 2Q | SEC ↗ |
| 34 | Amundi | 2,169,404 | $833M | +389,086 | +21.9% | 21Q | SEC ↗ |
| 35 | DEUTSCHE BANK AG | 2,044,746 | $786M | -187,472 | -8.4% | 52Q | SEC ↗ |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 1,509,735 | $580M | +23,183 | +1.6% | 55Q | SEC ↗ |
| 37 | Fayez Sarofim & Co | 1,483,063 | $570M | -10,952 | -0.7% | 38Q | SEC ↗ |
| 38 | NEUBERGER BERMAN GROUP LLC | 1,467,698 | $564M | -28,937 | -1.9% | 55Q | SEC ↗ |
| 39 | STIFEL FINANCIAL CORP | 1,423,712 | $547M | -19,992 | -1.4% | 49Q | SEC ↗ |
| 40 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,365,927 | $525M | +173,455 | +14.5% | 55Q | SEC ↗ |
| 41 | Sumitomo Mitsui Trust Group, Inc. | 1,345,357 | $517M | +23,860 | +1.8% | 18Q | SEC ↗ |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 1,334,139 | $513M | +141,817 | +11.9% | 45Q | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,315,571 | $505M | +109,988 | +9.1% | 9Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 1,206,426 | $464M | -25,136 | -2.0% | 22Q | SEC ↗ |
| 45 | DIMENSIONAL FUND ADVISORS LP | 1,200,251 | $461M | -60,675 | -4.8% | 55Q | SEC ↗ |
| 46 | 1832 Asset Management L.P. | 1,167,727 | $449M | +101,118 | +9.5% | 22Q | SEC ↗ |
| 47 | Swiss National Bank | 1,094,320 | $420M | -45,520 | -4.0% | 53Q | SEC ↗ |
| 48 | VOYA INVESTMENT MANAGEMENT LLC | 1,055,560 | $406M | +500,584 | +90.2% | 53Q | SEC ↗ |
| 49 | Pictet Asset Management Holding SA | 1,025,840 | $394M | -173,431 | -14.5% | 12Q | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management Co., L | 949,877 | $365M | +71,600 | +8.2% | 55Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 4,917,475 | $1.9B |
| Jupiter Topco LLC | 4,783,133 | $1.8B |
| Sixth Street Partners Management Co | 2,370,767 | $911M |
| Janney Montgomery Scott LLC | 487,988 | $187M |
| Contour Asset Management LLC | 462,513 | $178M |
| AEGON ASSET MANAGEMENT UK Plc | 265,250 | $102M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 148,510 | $57M |
| HRT FINANCIAL LP | 119,735 | $46M |
| TriCert Investment Counsel Inc. | 63,568 | $24M |
| TRUST CO OF VERMONT | 54,039 | $21M |
| Alecta Tjanstepension Omsesidigt | 51,064 | $20M |
| Night Squared LP | 44,305 | $17M |
| Robinhood Asset Management, LLC | 38,691 | $15M |
| LOGAN CAPITAL MANAGEMENT INC | 38,314 | $15M |
| Brevan Howard Capital Management LP | 37,610 | $14M |
| Zimmer Partners, LP | 35,000 | $13M |
| Evelyn Partners Group Ltd | 30,291 | $12M |
| CNA FINANCIAL CORP | 27,500 | $11M |
| Loews Corp | 27,500 | $11M |
| RIVERBRIDGE PARTNERS LLC | 26,919 | $10M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Munro Partners | 328,527 | $126M |
| RENAISSANCE TECHNOLOGIES LLC | 319,231 | $123M |
| Covalis Capital LLP | 203,223 | $78M |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 176,803 | $68M |
| Cartenna Capital, LP | 165,000 | $63M |
| MEITAV INVESTMENT HOUSE LTD | 159,758 | $61M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 153,654 | $59M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 134,826 | $52M |
| MARSHALL WACE, LLP | 134,106 | $52M |
| Connor, Clark & Lunn Investment Man | 129,847 | $50M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 96,702 | $37M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 95,000 | $36M |
| PBU - The Pension Fund of Early Chi | 90,188 | $35M |
| Zurich Insurance Group Ltd/FI | 89,928 | $35M |
| Quadrature Capital Ltd | 88,859 | $34M |
| ING GROEP NV | 86,695 | $33M |
| Trexquant Investment LP | 81,085 | $31M |
| T. Rowe Price Investment Management | 76,741 | $29M |
| Troluce Capital Advisors LLC | 75,000 | $29M |
| Susquehanna Portfolio Strategies, L | 74,119 | $28M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | +1,585,861 | +174.0% | 2,497,387 |
| ALLIANCEBERNSTEIN L.P. | +1,295,340 | +38.9% | 4,622,743 |
| WELLINGTON MANAGEMENT GROUP LLP | +1,120,567 | +19.6% | 6,827,266 |
| FIRST TRUST ADVISORS LP | +828,773 | +36.1% | 3,125,697 |
| Nuveen, LLC | +503,360 | +10.9% | 5,126,194 |
| STATE STREET CORP | +502,549 | +3.0% | 17,479,372 |
| VOYA INVESTMENT MANAGEMENT LLC | +500,584 | +90.2% | 1,055,560 |
| AMERICAN CENTURY COMPANIES INC | +450,963 | +147.0% | 757,649 |
| AGF MANAGEMENT LTD | +448,256 | +138.0% | 773,058 |
| Amundi | +389,086 | +21.9% | 2,169,404 |
| UBS Group AG | +387,985 | +8.0% | 5,243,158 |
| USS Investment Management Ltd | +374,659 | +596.4% | 437,477 |
| DZ BANK AG Deutsche Zentral Genosse | +332,740 | +73.3% | 786,669 |
| ROYAL BANK OF CANADA | +322,019 | +14.8% | 2,491,633 |
| COATUE MANAGEMENT LLC | +219,917 | +4.6% | 4,968,415 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +218,836 | +2.4% | 9,404,429 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +192,048 | +4.1% | 4,880,412 |
| Tidal Investments LLC | +185,661 | +42.7% | 620,414 |
| Bank Julius Baer & Co. Ltd, Zurich | +178,610 | +29.9% | 775,555 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +173,455 | +14.5% | 1,365,927 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS AM, a distinct business unit of | -3,001,686 | -77.0% | 895,954 |
| JPMORGAN CHASE & CO | -2,515,801 | -13.0% | 16,785,110 |
| BANK OF AMERICA CORP /DE | -1,006,982 | -8.3% | 11,076,048 |
| Invesco Ltd. | -680,262 | -16.0% | 3,567,633 |
| Clearbridge Investments, LLC | -519,084 | -16.4% | 2,649,571 |
| OMERS ADMINISTRATION Corp | -355,395 | -81.1% | 83,061 |
| BARCLAYS PLC | -340,595 | -42.1% | 468,781 |
| GOLDMAN SACHS GROUP INC | -319,017 | -6.0% | 5,034,516 |
| California Public Employees Retirem | -262,808 | -30.3% | 604,325 |
| AMERIPRISE FINANCIAL INC | -223,714 | -7.8% | 2,656,634 |
| Caisse de depot et placement du Que | -216,027 | -88.4% | 28,307 |
| Zurcher Kantonalbank (Zurich Canton | -208,216 | -45.7% | 247,809 |
| CI INVESTMENTS INC. | -201,014 | -89.9% | 22,481 |
| SATURNA CAPITAL CORP | -193,278 | -96.1% | 7,825 |
| DEUTSCHE BANK AG | -187,472 | -8.4% | 2,044,746 |
| Artisan Partners Limited Partnershi | -184,900 | -33.4% | 368,110 |
| Pictet Asset Management Holding SA | -173,431 | -14.5% | 1,025,840 |
| MACKENZIE FINANCIAL CORP | -159,618 | -34.9% | 297,343 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -140,508 | -23.2% | 463,843 |
| Interval Partners, LP | -131,253 | -84.0% | 25,000 |