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 | 2,532 | $116.2B |
| Q4 2025 | 2,471 | $102.5B |
| Q3 2025 | 2,392 | $119.3B |
| Q2 2025 | 2,328 | $117.1B |
| Q1 2025 | 2,195 | $88.7B |
| Q4 2024 | 2,286 | $107.8B |
| Q3 2024 | 2,130 | $107.0B |
| Q2 2024 | 2,083 | $103.3B |
| Q1 2024 | 2,009 | $103.7B |
| Q4 2023 | 1,821 | $80.0B |
| Q3 2023 | 1,663 | $70.7B |
| Q2 2023 | 1,627 | $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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 24,833 | $4.29M | 0.05% | +1,076+4.5% | Added |
| CIBC World Markets Corp | 24,708 | $4.27M | 0.02% | +2,238+10.0% | Added |
| Sigma Planning Corp | 24,522 | $4.24M | 0.12% | −3,905−13.7% | Reduced |
| New Mexico Educational Retirement Board | 24,360 | $4.21M | 0.14% | −1,700−6.5% | Reduced |
| Kentucky Retirement Systems | 23,906 | $4.13M | 0.17% | +486+2.1% | Added |
| WC Walker & Associates, Inc. | 23,821 | $4.07M | 2.01% | +216+0.9% | Added |
| Cumberland Partners Ltd | 23,345 | $4.03M | 0.28% | +9,525+68.9% | Added |
| Lido Advisors, LLC | 23,307 | $4.03M | 0.08% | +1,778+8.3% | Added |
| Ellsworth Advisors, LLC | 23,136 | $4.00M | 1.48% | +3,347+16.9% | Added |
| Bridges Investment Management Inc | 23,075 | $3.99M | 0.12% | −18,100−44.0% | Reduced |
| Achmea Investment Management B.V. | 22,873 | $3.95M | 0.19% | −61,015−72.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,871 | $3.95M | 0.02% | +22,871 | New |
| Crossmark Global Holdings, Inc. | 22,835 | $3.95M | 0.09% | −3,160−12.2% | Reduced |
| Roosevelt Investment Group LLC | 22,769 | $3.94M | 0.22% | +310+1.4% | Added |
| Shorepoint Capital Partners LLC | 22,762 | $3.93M | 1.60% | −1,986−8.0% | Reduced |
| Pacer Advisors, Inc. | 22,561 | $3.90M | 0.04% | +334+1.5% | Added |
| Wasatch Advisors Inc | 22,516 | $3.89M | 0.02% | −1,000−4.3% | Reduced |
| Citizens National Bank Trust Department | 22,345 | $3.86M | 1.47% | −6,464−22.4% | Reduced |
| Azimuth Capital Management LLC | 22,135 | $3.83M | 0.15% | −270−1.2% | Reduced |
| Phoenix Wealth Advisors | 22,077 | $3.81M | 2.88% | +907+4.3% | Added |
| Monument Capital Management | 22,055 | $3.81M | 1.18% | −1,700−7.2% | Reduced |
| KCM Investment Advisors LLC | 22,035 | $3.81M | 0.13% | +150+0.7% | Added |
| Scissortail Wealth Management, LLC | 21,985 | $3.80M | 1.46% | +21,985 | New |
| Boyd Watterson Asset Management LLC | 21,783 | $3.77M | 1.25% | −21−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 21,712 | $3.75M | 0.41% | +184+0.9% | Added |
| Paloma Partners Management Co | 21,647 | $3.74M | 0.12% | +2,988+16.0% | Added |
| Bessemer Securities LLC | 21,553 | $3.73M | 1.01% | +4,229+24.4% | Added |
| Edgestream Partners, L.P. | 21,503 | $3.72M | 0.23% | +13,619+172.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 21,439 | $3.71M | 0.22% | −762−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 21,426 | $3.70M | 0.08% | −43−0.2% | Reduced |
| Game Plan Financial Advisors, LLC | 21,334 | $3.69M | 1.97% | −25−0.1% | Reduced |
| Selway Asset Management | 21,125 | $3.65M | 1.73% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 21,055 | $3.64M | 0.36% | +3,861+22.5% | Added |
| Gratus Capital LLC | 20,973 | $3.63M | 0.34% | −520−2.4% | Reduced |
| Citizens Business Bank | 20,876 | $3.61M | 0.44% | −255−1.2% | Reduced |
| Old Second National Bank of Aurora | 30,451 | $3.58M | 1.06% | +4,739+18.4% | Added |
| Mystic Asset Management, Inc. | 20,737 | $3.58M | 1.69% | +20,737 | New |
| Otter Creek Advisors, LLC | 20,700 | $3.58M | 3.35% | −9,700−31.9% | Reduced |
| Brookfield Asset Management Inc. | 20,553 | $3.55M | 0.01% | +15,712+324.6% | Added |
| Kestra Private Wealth Services, LLC | 20,547 | $3.55M | 0.17% | +118+0.6% | Added |
| Cerity Partners LLC | 20,459 | $3.53M | 0.05% | +2,604+14.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 20,402 | $3.53M | 2.67% | −300−1.4% | Reduced |
| Wealthfront Advisers LLC | 20,371 | $3.52M | 0.01% | −3,915−16.1% | Reduced |
| Waratah Capital Advisors Ltd. | 20,340 | $3.52M | 0.16% | −12,886−38.8% | Reduced |
| Legacy Capital Partners, Inc. | 20,330 | $3.51M | 1.14% | −1,630−7.4% | Reduced |
| Siemens Fonds Invest GmbH | 20,348 | $3.49M | 0.23% | −1,203−5.6% | Reduced |
| Moseley Investment Management Inc | 20,053 | $3.47M | 1.58% | +100+0.5% | Added |
| Sandbar Asset Management LLP | 20,046 | $3.46M | 1.73% | +20,046 | New |
| Hartford Financial Management Inc. | 20,000 | $3.46M | 0.80% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 19,993 | $3.46M | 0.84% | +1,084+5.7% | Added |
| Sandy Spring Bank | 19,853 | $3.43M | 0.16% | +198+1.0% | Added |
| StrongBox Wealth, LLC | 19,800 | $3.42M | 1.71% | +3,079+18.4% | Added |
| Strategy Asset Managers LLC | 19,629 | $3.39M | 0.88% | −319−1.6% | Reduced |
| Davenport & Co LLC | 19,590 | $3.39M | 0.02% | +337+1.8% | Added |
| Lake Street Advisors Group, LLC | 19,550 | $3.38M | 0.21% | +78+0.4% | Added |
| MUFG Americas Holdings Corp | 19,545 | $3.38M | 0.06% | +205+1.1% | Added |
| Neville Rodie & Shaw Inc | 19,090 | $3.30M | 0.23% | +2,000+11.7% | Added |
| Cullen Capital Management LLC | 19,036 | $3.29M | 0.03% | −205,815−91.5% | Reduced |
| Sequoia Financial Advisors, LLC | 18,963 | $3.28M | 0.09% | +17,491+1,188.2% | Added |
| BerganKDV Wealth Management, LLC | 18,739 | $3.24M | 0.34% | −846−4.3% | Reduced |
| Sawyer & Company, Inc | 18,709 | $3.23M | 1.40% | −167−0.9% | Reduced |
| Great Lakes Advisors, LLC | 18,662 | $3.23M | 0.05% | −1,543−7.6% | Reduced |
| Salem Capital Management Inc | 18,428 | $3.19M | 1.65% | −250−1.3% | Reduced |
| Fruth Investment Management | 18,376 | $3.17M | 0.87% | −65−0.4% | Reduced |
| DuPont Capital Management Corp | 18,031 | $3.12M | 0.11% | +10,410+136.6% | Added |
| Cresset Asset Management, LLC | 17,970 | $3.11M | 0.03% | +2,433+15.7% | Added |
| Lipe & Dalton | 17,937 | $3.10M | 1.47% | −495−2.7% | Reduced |
| John G Ullman & Associates Inc | 17,833 | $3.08M | 0.42% | +33+0.2% | Added |
| Marketfield Asset Management LLC | 17,793 | $3.08M | 2.32% | −336−1.9% | Reduced |
| Cetera Investment Advisers | 17,758 | $3.07M | 0.04% | +428+2.5% | Added |
| Clearstead Advisors, LLC | 17,750 | $3.07M | 0.21% | +844+5.0% | Added |
| Wunderlich Capital Managemnt | 17,663 | $3.05M | 1.36% | −316−1.8% | Reduced |
| Red Spruce Capital, LLC | 17,507 | $3.03M | 1.66% | −345−1.9% | Reduced |
| CCLA Investment Management Ltd | 17,453 | $3.02M | 0.05% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 17,450 | $3.02M | 0.28% | +2,000+12.9% | Added |
| Central Trust Co | 17,400 | $3.01M | 0.08% | +213+1.2% | Added |
| Marco Investment Management LLC | 17,265 | $2.98M | 0.29% | 00.0% | Unchanged |
| Interval Partners, LP | 17,090 | $2.95M | 0.20% | +17,090 | New |
| Capital City Trust Co | 16,815 | $2.90M | 0.82% | −787−4.5% | Reduced |
| Crawford Investment Counsel Inc | 16,766 | $2.90M | 0.06% | −874−5.0% | Reduced |
| MRJ Capital Inc | 16,675 | $2.88M | 1.66% | −1,375−7.6% | Reduced |
| Concorde Financial Corp | 16,703 | $2.87M | 1.80% | +16,703 | New |
| American Portfolios Advisors | 16,475 | $2.85M | 0.10% | +5,691+52.8% | Added |
| Compton Capital Management Inc | 16,458 | $2.84M | 0.74% | −500−2.9% | Reduced |
| Trust Co of Toledo NA | 16,226 | $2.80M | 0.42% | +92+0.6% | Added |
| Knowledge Leaders Capital, LLC | 16,105 | $2.78M | 2.04% | +3,140+24.2% | Added |
| Bruderman Asset Management, LLC | 15,928 | $2.76M | 2.11% | −32,791−67.3% | Reduced |
| Plimoth Trust Co LLC | 15,963 | $2.76M | 0.70% | −645−3.9% | Reduced |
| Massmutual Trust Co FSB | 15,894 | $2.75M | 0.10% | +641+4.2% | Added |
| Rothschild Investment Corp | 15,761 | $2.72M | 0.21% | +2,081+15.2% | Added |
| Duality Advisers, LP | 15,615 | $2.70M | 0.29% | −1,979−11.2% | Reduced |
| Canandaigua National Corp | 15,559 | $2.69M | 0.40% | −2,110−11.9% | Reduced |
| TD Private Client Wealth LLC | 15,540 | $2.69M | 0.11% | −399−2.5% | Reduced |
| Hantz Financial Services, Inc. | 15,434 | $2.67M | 0.08% | +3,814+32.8% | Added |
| SWS Partners | 15,309 | $2.65M | 1.50% | −346−2.2% | Reduced |
| Northwest Wealth Management, LLC | 15,248 | $2.63M | 1.23% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 15,217 | $2.63M | 1.64% | +15,217 | New |
| Railway Pension Investments Ltd | 15,200 | $2.63M | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 15,079 | $2.61M | 0.15% | +1,104+7.9% | Added |
| Sumitomo Life Insurance Co | 14,992 | $2.59M | 0.06% | −444−2.9% | Reduced |