Eaton Corp plc
ETN- Exchange
- NYSE
- Industry
- Misc Industrial & Commercial Machinery & Equipment
- SEC CIK
- 0001551182
In the last 90 days, Eaton Corp plc insiders filed 1 open-market purchase and 2 sales; 2,686 institutions reported holding it in 13F filings for Q2 2026, worth $140.6B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Eaton Corp plc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,456
- +125 vs. Q3 2021
- Shares held
- 320.1M
- +1.53M (+0.5%) vs. Q3 2021
- Total value
- $55.3B
- +$7.70B (+16.2%) vs. Q3 2021
- New holders
- 216
- 505 more added
- Sold out
- 91
- 520 more reduced
21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,686 | $140.6B |
| Q1 2026 | 2,533 | $116.2B |
| Q4 2025 | 2,472 | $102.5B |
| Q3 2025 | 2,393 | $119.3B |
| Q2 2025 | 2,329 | $117.1B |
| Q1 2025 | 2,196 | $88.7B |
| Q4 2024 | 2,287 | $107.8B |
| Q3 2024 | 2,131 | $107.0B |
| Q2 2024 | 2,084 | $103.3B |
| Q1 2024 | 2,010 | $103.7B |
| Q4 2023 | 1,822 | $80.0B |
| Q3 2023 | 1,664 | $70.7B |
| Q2 2023 | 1,628 | $66.2B |
| Q1 2023 | 1,532 | $56.7B |
| Q4 2022 | 1,493 | $51.0B |
| Q3 2022 | 1,385 | $43.6B |
| Q2 2022 | 1,371 | $41.1B |
| Q1 2022 | 1,422 | $49.1B |
| Q4 2021 | 1,456 | $55.3B |
| Q3 2021 | 1,352 | $47.6B |
| Q2 2021 | 1,316 | $47.6B |
| Q1 2021 | 1,311 | $44.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 3,654 | $631.0K | 0.00% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 3,678 | $636.0K | 0.29% | −10−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,688 | $637.0K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,695 | $639.0K | 0.18% | −600−14.0% | Reduced |
| Fisher Asset Management, LLC | 3,714 | $642.0K | 0.00% | −548−12.9% | Reduced |
| First National Bank & Trust Co of Newtown | 3,715 | $642.0K | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,723 | $643.0K | 0.03% | −687−15.6% | Reduced |
| Ironwood Investment Counsel, LLC | 3,743 | $646.0K | 0.15% | +4+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,765 | $651.0K | 0.02% | −101−2.6% | Reduced |
| Dillon & Associates Inc | 3,766 | $652.0K | 0.11% | +15+0.4% | Added |
| Assenagon Asset Management S.A. | 3,782 | $654.0K | 0.00% | −26,784−87.6% | Reduced |
| Bluefin Capital Management, LLC | 3,800 | $657.0K | 0.05% | +1,720+82.7% | Added |
| Sunflower Bank, N.A. | 3,828 | $662.0K | 0.09% | −225−5.6% | Reduced |
| Financial Advisory Service, Inc. | 3,829 | $662.0K | 0.06% | +1,923+100.9% | Added |
| Oldfather Financial Services, LLC | 4,229 | $664.0K | 0.35% | +73+1.8% | Added |
| Forum Financial Management, LP | 3,898 | $674.0K | 0.03% | +3,898 | New |
| Hyman Charles D | 3,920 | $677.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,918 | $677.0K | 0.07% | +196+5.3% | Added |
| Archer Investment Corp | 3,957 | $683.8K | 0.23% | +27+0.7% | Added |
| Coastal Investment Advisors, Inc. | 3,969 | $686.0K | 0.15% | +377+10.5% | Added |
| EP Wealth Advisors, LLC | 4,001 | $691.0K | 0.02% | +1,613+67.5% | Added |
| Eudaimonia Advisors LLC | 4,005 | $692.0K | 0.41% | +4,005 | New |
| Great Diamond Partners, LLC | 4,020 | $694.0K | 0.18% | +278+7.4% | Added |
| Rafferty Asset Management, LLC | 4,035 | $697.0K | 0.00% | −1,594−28.3% | Reduced |
| Buckingham Strategic Partners | 4,042 | $700.0K | 0.15% | +4,042 | New |
| Stonegate Investment Group, LLC | 4,067 | $703.0K | 0.03% | +4,067 | New |
| Southeast Asset Advisors Inc. | 4,072 | $704.0K | 0.10% | −4−0.1% | Reduced |
| Marcum Wealth, LLC | 4,080 | $705.0K | 0.10% | −56−1.4% | Reduced |
| Insight Inv LLC | 4,081 | $705.0K | 0.65% | +4,081 | New |
| Hallmark Capital Management Inc | 4,084 | $706.0K | 0.06% | −575−12.3% | Reduced |
| Retirement Capital Strategies | 4,096 | $708.0K | 0.26% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 4,114 | $711.0K | 0.25% | +602+17.1% | Added |
| SFMG, LLC | 4,127 | $713.0K | 0.07% | +16+0.4% | Added |
| Inlet Private Wealth, LLC | 4,130 | $714.0K | 0.17% | +12+0.3% | Added |
| Clear Street Markets LLC | 4,142 | $716.0K | 0.06% | +1,542+59.3% | Added |
| Seelaus Asset Management LLC | 4,160 | $719.0K | 0.39% | −100−2.3% | Reduced |
| LGT Fund Management Co Ltd. | 4,200 | $726.0K | 0.21% | +4,200 | New |
| IFG Advisory, LLC | 4,208 | $727.0K | 0.07% | −1,406−25.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,205 | $727.0K | 0.21% | −762−15.3% | Reduced |
| RFG Advisory, LLC | 4,212 | $728.0K | 0.05% | −454−9.7% | Reduced |
| Fieldpoint Private Securities, LLC | 4,240 | $733.0K | 0.14% | +30+0.7% | Added |
| Dearborn Partners LLC | 4,246 | $734.0K | 0.03% | +16+0.4% | Added |
| Cookson Peirce & Co Inc | 4,255 | $735.0K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 4,295 | $742.0K | 0.04% | −20−0.5% | Reduced |
| Peak Planning Group, LLC | 4,298 | $742.8K | 0.55% | +75+1.8% | Added |
| Thomas White International Ltd | 4,300 | $743.0K | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 4,321 | $747.0K | 0.06% | −259−5.7% | Reduced |
| Strong Tower Advisory Services | 4,331 | $748.0K | 0.40% | −292−6.3% | Reduced |
| Jupiter Asset Management Ltd | 4,490 | $770.0K | 0.01% | +452+11.2% | Added |
| Integrated Wealth Concepts LLC | 4,466 | $772.0K | 0.02% | −240−5.1% | Reduced |
| Parsons Capital Management Inc | 4,474 | $773.0K | 0.06% | +10.0% | Added |
| Girard Partners Ltd. | 4,479 | $774.0K | 0.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,499 | $778.0K | 0.03% | −144−3.1% | Reduced |
| Polar Capital Holdings Plc | 4,531 | $783.0K | 0.00% | +4,531 | New |
| Fundamentun, LLC | 4,567 | $789.0K | 0.12% | +347+8.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,583 | $792.0K | 0.04% | +337+7.9% | Added |
| Zhang Financial LLC | 4,588 | $793.0K | 0.14% | +344+8.1% | Added |
| Easterly Investment Partners LLC | 4,597 | $794.0K | 0.06% | −1,970−30.0% | Reduced |
| Crescent Grove Advisors, LLC | 4,623 | $799.0K | 0.07% | +4,623 | New |
| Farmers Trust Co | 4,627 | $800.0K | 0.16% | −25−0.5% | Reduced |
| Parallel Advisors, LLC | 4,644 | $803.0K | 0.03% | +101+2.2% | Added |
| WealthShield Partners, LLC | 4,649 | $803.0K | 0.13% | +287+6.6% | Added |
| Wealth Alliance | 4,659 | $806.0K | 0.16% | +258+5.9% | Added |
| Enterprise Financial Services Corp | 4,699 | $812.0K | 0.12% | −10,256−68.6% | Reduced |
| Texas Yale Capital Corp. | 4,700 | $812.0K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 4,736 | $818.0K | 0.05% | −144−3.0% | Reduced |
| Thomasville National Bank | 4,758 | $822.0K | 0.08% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,768 | $824.0K | 0.46% | +4,768 | New |
| Jaffetilchin Investment Partners, LLC | 4,780 | $826.0K | 0.08% | +147+3.2% | Added |
| Savant Capital, LLC | 4,788 | $827.0K | 0.03% | −200−4.0% | Reduced |
| Principle Wealth Partners LLC | 4,806 | $831.0K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 4,810 | $831.0K | 0.31% | +5+0.1% | Added |
| Ci Investments Inc. | 4,808 | $831.0K | 0.00% | +4,249+760.1% | Added |
| CWM, LLC | 4,811 | $831.0K | 0.01% | +4,811 | New |
| NEXT Financial Group, Inc | 4,813 | $832.0K | 0.05% | −1,017−17.4% | Reduced |
| IVC Wealth Advisors LLC | 4,832 | $835.0K | 0.54% | −734−13.2% | Reduced |
| BLB&B Advisors, LLC | 4,830 | $835.0K | 0.05% | −500−9.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,832 | $835.0K | 0.02% | −6−0.1% | Reduced |
| Nicolet Bankshares Inc | 4,841 | $837.0K | 0.18% | −325−6.3% | Reduced |
| Leavell Investment Management, Inc. | 4,844 | $837.0K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 4,920 | $850.0K | 0.03% | −954−16.2% | Reduced |
| Assetmark, Inc | 4,939 | $854.0K | 0.00% | +1,119+29.3% | Added |
| Telemus Capital, LLC | 4,955 | $856.0K | 0.07% | −431−8.0% | Reduced |
| Azzad Asset Management Inc | 4,986 | $861.7K | 0.12% | +109+2.2% | Added |
| Garner Asset Management Corp | 4,985 | $862.0K | 0.36% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,051 | $872.0K | 0.02% | +1,910+60.8% | Added |
| Avidian Wealth Solutions, LLC | 5,050 | $873.0K | 0.06% | +2,194+76.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,064 | $875.0K | 0.07% | −738−12.7% | Reduced |
| Profund Advisors LLC | 5,076 | $877.0K | 0.03% | −323−6.0% | Reduced |
| Kowal Investment Group, LLC | 5,086 | $879.0K | 0.26% | +13+0.3% | Added |
| Maryland Capital Management | 5,112 | $883.0K | 0.05% | −5−0.1% | Reduced |
| FineMark National Bank & Trust | 5,146 | $889.0K | 0.03% | −1,492−22.5% | Reduced |
| Henshaw Capital LLC | 5,175 | $894.4K | 0.05% | +279+5.7% | Added |
| First City Capital Management, Inc. | 5,935 | $896.0K | 0.50% | −720−10.8% | Reduced |
| Frontier Wealth Management LLC | 5,196 | $898.0K | 0.06% | +24+0.5% | Added |
| Exane Derivatives | 5,211 | $900.6K | 0.22% | +77+1.5% | Added |
| CAPROCK Group, Inc. | 5,275 | $912.0K | 0.08% | −218−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,289 | $914.0K | 0.04% | −1,290−19.6% | Reduced |
| Jacobi Capital Management LLC | 5,286 | $914.0K | 0.11% | +1,367+34.9% | Added |
| Excalibur Management Corp | 5,305 | $917.0K | 0.37% | −60−1.1% | Reduced |