| 4 | JPMORGAN CHASE & CO | 16.8M | $6.85B | -13.0% | 4.323% | 0.38% |
| 5 | MORGAN STANLEY | 13.3M | $5.65B | +1.1% | 3.412% | 0.30% |
| 6 | BANK OF AMERICA CORP /DE/ | 11.1M | $4.72B | -8.3% | 2.852% | 0.30% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.4M | $4.01B | +2.4% | 2.422% | 0.18% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 9.0M | $3.80B | +1.2% | 2.307% | 0.20% |
| 9 | FMR LLC | 8.3M | $3.55B | -1.3% | 2.146% | 0.15% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 6.8M | $2.91B | +19.6% | 1.758% | 0.50% |
| 11 | RAYMOND JAMES FINANCIAL INC | 5.5M | $2.35B | -0.2% | 1.418% | 0.64% |
| 12 | UBS Group AG | 5.3M | $2.24B | +7.8% | 1.353% | 0.28% |
| 13 | Nuveen, LLC | 5.1M | $2.18B | +10.9% | 1.320% | 0.52% |
| 14 | GOLDMAN SACHS GROUP INC | 5.1M | $2.18B | -7.2% | 1.316% | 0.19% |
| 15 | COATUE MANAGEMENT LLC | 5.0M | $2.12B | +4.6% | 1.280% | 4.35% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.9M | $2.12B | +4.1% | 1.257% | 0.67% |
| 17 | NORGES BANK | 4.9M | $2.10B | β | 1.266% | 0.21% |
| 18 | Jupiter Topco LLC | 4.8M | $2.04B | β | 1.232% | 0.83% |
| 19 | NORTHERN TRUST CORP | 4.3M | $1.85B | -1.0% | 1.117% | 0.21% |
| 20 | ALLIANCEBERNSTEIN L.P. | 4.6M | $1.65B | +38.9% | 1.191% | 0.55% |
| 21 | Invesco Ltd. | 3.6M | $1.52B | -16.0% | 0.919% | 0.12% |
| 22 | WELLS FARGO & COMPANY/MN | 3.2M | $1.35B | +2.5% | 0.814% | 0.22% |
| 23 | FIRST TRUST ADVISORS LP | 3.1M | $1.33B | +36.1% | 0.805% | 0.78% |
| 24 | ROYAL BANK OF CANADA | 2.7M | $1.17B | +26.1% | 0.705% | 0.17% |
| 25 | Bank of New York Mellon Corp | 2.7M | $1.14B | +0.1% | 0.687% | 0.19% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ETN β a direct measure of their conviction.
| 83.12% |
| +0.79 pp |
| $84.44B |
| 19% |
| Q4 2024 | 2,166 | +6.9% | 82.33% | +2.41 pp | $103.96B | +3.0% |
| Q3 2024 | 2,026 | β | 79.92% | β | $100.96B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
ETN institutional ownership rose by 1.38 percentage points quarter-over-quarter, with a net change of +178 holders.
The top 10 institutions account for 45.2% of all reported 13F value in ETN, and the top 25 account for 64.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Eaton Corporation plc (ETN) Institutional Ownership