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, Q2 2023
Institutional positions in Eaton Corp plc as of Jun 30, 2023. 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
- 1,628
- +105 vs. Q1 2023
- Shares held
- 329.6M
- −1.41M (−0.4%) vs. Q1 2023
- Total value
- $66.2B
- +$9.59B (+16.9%) vs. Q1 2023
- New holders
- 184
- 552 more added
- Sold out
- 79
- 629 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grove Bank & Trust | 4,978 | $1.00M | 0.20% | −59−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,004 | $1.01M | 0.09% | +214+4.5% | Added |
| Phoenix Holdings Ltd. | 5,074 | $1.01M | 0.02% | +1,670+49.1% | Added |
| Penserra Capital Management LLC | 5,074 | $1.02M | 0.02% | +2,922+135.8% | Added |
| Legacy Capital Group California, Inc. | 5,069 | $1.02M | 0.42% | +130+2.6% | Added |
| Claro Advisors LLC | 5,078 | $1.02M | 0.25% | +5,078 | New |
| Park Place Capital Corp | 5,085 | $1.02M | 0.29% | +2,360+86.6% | Added |
| Texas Yale Capital Corp. | 5,094 | $1.02M | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,094 | $1.02M | 0.03% | −217−4.1% | Reduced |
| Optimum Investment Advisors | 5,101 | $1.03M | 0.50% | 00.0% | Unchanged |
| SFMG, LLC | 5,109 | $1.03M | 0.11% | +8+0.2% | Added |
| Tranquility Partners, LLC | 5,118 | $1.03M | 0.44% | +675+15.2% | Added |
| First County Bank | 5,127 | $1.03M | 0.50% | +286+5.9% | Added |
| Change Path, LLC | 5,134 | $1.03M | 0.05% | +359+7.5% | Added |
| Excalibur Management Corp | 5,140 | $1.03M | 0.53% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,141 | $1.03M | 0.05% | −298−5.5% | Reduced |
| Matisse Capital | 5,145 | $1.03M | 0.64% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 5,146 | $1.03M | 0.03% | −1,667−24.5% | Reduced |
| Callan Family Office, LLC | 5,152 | $1.04M | 0.27% | −24−0.5% | Reduced |
| GYL Financial Synergies, LLC | 5,157 | $1.04M | 0.09% | +5,157 | New |
| Fidelis Capital Partners, LLC | 5,182 | $1.04M | 0.38% | −64−1.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,190 | $1.04M | 0.19% | +368+7.6% | Added |
| Northwest Bancshares, Inc. | 5,191 | $1.04M | 0.19% | −313−5.7% | Reduced |
| Alpha DNA Investment Management LLC | 5,195 | $1.04M | 0.59% | +5,195 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,301 | $1.07M | 0.01% | −449−7.8% | Reduced |
| Canton Hathaway, LLC | 5,300 | $1.07M | 0.33% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,312 | $1.07M | 0.24% | +5,312 | New |
| Financial Insights, Inc. | 5,314 | $1.07M | 0.39% | +1,746+48.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,314 | $1.07M | 0.10% | −100−1.8% | Reduced |
| Knowledge Leaders Capital, LLC | 5,322 | $1.07M | 1.23% | −2,524−32.2% | Reduced |
| Ifrah Financial Services, Inc. | 5,351 | $1.08M | 0.33% | −71−1.3% | Reduced |
| EFG Asset Management (North America) Corp. | 5,410 | $1.09M | 0.23% | +5,410 | New |
| Smithfield Trust Co | 5,455 | $1.09M | 0.07% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,488 | $1.10M | 0.04% | −103−1.8% | Reduced |
| Eudaimonia Partners, LLC | 5,491 | $1.10M | 0.25% | −1,525−21.7% | Reduced |
| IHT Wealth Management, LLC | 5,513 | $1.11M | 0.06% | +964+21.2% | Added |
| Fort Washington Investment Advisors Inc | 5,519 | $1.11M | 0.01% | −198,157−97.3% | Reduced |
| Spire Wealth Management | 5,549 | $1.12M | 0.04% | +201+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 5,550 | $1.12M | 0.14% | −20−0.4% | Reduced |
| First City Capital Management, Inc. | 5,594 | $1.12M | 0.66% | −468−7.7% | Reduced |
| PFS Investments Inc. | 5,625 | $1.13M | 0.02% | +499+9.7% | Added |
| Horizon Investments, LLC | 5,647 | $1.13M | 0.03% | +500+9.7% | Added |
| Verition Fund Management LLC | 5,628 | $1.13M | 0.02% | +2,820+100.4% | Added |
| Capstone Financial Advisors, Inc. | 5,658 | $1.14M | 0.09% | +2,629+86.8% | Added |
| Schechter Investment Advisors, LLC | 5,763 | $1.16M | 0.10% | −141−2.4% | Reduced |
| GDS Wealth Management | 5,790 | $1.16M | 0.19% | −332−5.4% | Reduced |
| Wahed Invest LLC | 5,830 | $1.17M | 0.41% | +747+14.7% | Added |
| PFG Investments, LLC | 5,857 | $1.18M | 0.21% | +42+0.7% | Added |
| Desjardins Global Asset Management Inc. | 5,871 | $1.18M | 0.14% | +560+10.5% | Added |
| Phocas Financial Corp. | 5,905 | $1.19M | 0.16% | −200−3.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,930 | $1.19M | 0.28% | +5,930 | New |
| Cozad Asset Management Inc | 5,949 | $1.20M | 0.15% | −59−1.0% | Reduced |
| Platte River Wealth Advisors, LLC | 5,960 | $1.20M | 0.42% | −52−0.9% | Reduced |
| Ossiam | 5,961 | $1.20M | 0.02% | +2,996+101.0% | Added |
| NovaPoint Capital, LLC | 5,963 | $1.20M | 0.45% | +35+0.6% | Added |
| Azimuth Capital Investment Management LLC | 5,964 | $1.20M | 0.06% | +324+5.7% | Added |
| CoreFirst Bank & Trust | 5,986 | $1.20M | 0.85% | −140−2.3% | Reduced |
| Amussen Hunsaker Associates LLC | 6,000 | $1.21M | 0.27% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.21M | 0.43% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 6,045 | $1.22M | 0.02% | −1,591−20.8% | Reduced |
| Crawford Investment Counsel Inc | 6,055 | $1.22M | 0.02% | −131−2.1% | Reduced |
| WSFS Capital Management, LLC | 6,064 | $1.22M | 0.11% | +185+3.1% | Added |
| First Pacific Financial | 6,077 | $1.22M | 0.52% | −113−1.8% | Reduced |
| Merit Financial Group, LLC | 6,120 | $1.23M | 0.04% | +3,416+126.3% | Added |
| Panagora Asset Management Inc | 6,131 | $1.23M | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,140 | $1.23M | 0.01% | −760−11.0% | Reduced |
| Parallel Advisors, LLC | 6,240 | $1.25M | 0.04% | +52+0.8% | Added |
| Fulton Bank, N.A. | 6,245 | $1.26M | 0.06% | −306−4.7% | Reduced |
| PDS Planning, Inc | 6,260 | $1.26M | 0.16% | +207+3.4% | Added |
| Smith, Moore & Co. | 6,314 | $1.27M | 0.16% | −48−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 6,320 | $1.27M | 0.21% | +3,805+151.3% | Added |
| CoreCap Advisors, LLC | 6,390 | $1.29M | 0.09% | +6,390 | New |
| Foster Group, Inc. | 6,400 | $1.29M | 0.08% | −10−0.2% | Reduced |
| Glenview Trust Co | 6,445 | $1.30M | 0.04% | +453+7.6% | Added |
| Darwin Advisors, LLC | 6,409 | $1.30M | 0.33% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,470 | $1.30M | 0.70% | +16+0.2% | Added |
| Principle Wealth Partners LLC | 6,486 | $1.30M | 0.13% | −225−3.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,494 | $1.31M | 0.43% | −30−0.5% | Reduced |
| Montecito Bank & Trust | 6,501 | $1.31M | 0.30% | +10.0% | Added |
| Alps Advisors Inc | 6,507 | $1.31M | 0.01% | −193−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,528 | $1.31M | 0.17% | +47+0.7% | Added |
| Eagle Rock Investment Company, LLC | 6,400 | $1.32M | 0.28% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,574 | $1.32M | 0.15% | +1,338+25.6% | Added |
| LCNB Corp | 6,585 | $1.32M | 0.56% | −50−0.8% | Reduced |
| Live Oak Investment Partners | – | $1.33M | 1.11% | – | – |
| Evergreen Capital Management LLC | 6,618 | $1.33M | 0.06% | +547+9.0% | Added |
| Signet Investment Advisory Group, Inc. | 6,619 | $1.33M | 0.88% | −250−3.6% | Reduced |
| Edge Capital Group, LLC | 6,684 | $1.34M | 0.08% | +490+7.9% | Added |
| Sawgrass Asset Management LLC | 6,723 | $1.35M | 0.17% | −124−1.8% | Reduced |
| Asset Dedication, LLC | 6,764 | $1.36M | 0.12% | −535−7.3% | Reduced |
| Moody National Bank Trust Division | 6,835 | $1.37M | 0.09% | −35−0.5% | Reduced |
| Empire Financial Management Company, LLC | 6,838 | $1.38M | 0.55% | −844−11.0% | Reduced |
| FineMark National Bank & Trust | 6,919 | $1.39M | 0.06% | +2,690+63.6% | Added |
| Bessemer Securities LLC | 6,938 | $1.40M | 0.93% | −5,750−45.3% | Reduced |
| Wealthspire Advisors, LLC | 7,031 | $1.41M | 0.02% | −36−0.5% | Reduced |
| Court Place Advisors, LLC | 7,039 | $1.42M | 0.50% | −350−4.7% | Reduced |
| Parsons Capital Management Inc | 7,047 | $1.42M | 0.11% | +715+11.3% | Added |
| First Horizon Advisors, Inc. | 7,052 | $1.42M | 0.05% | −407−5.5% | Reduced |
| Coldstream Capital Management Inc | 7,057 | $1.42M | 0.04% | −10−0.1% | Reduced |
| Roundview Capital LLC | 7,105 | $1.43M | 0.14% | +4+0.1% | Added |