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Livermore
ZHEN

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, Q3 2023

Institutional positions in Eaton Corp plc as of Sep 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
1,664
+59 vs. Q2 2023
Shares held
331.3M
+4.58M (+1.4%) vs. Q2 2023
Total value
$70.7B
+$5.00B (+7.6%) vs. Q2 2023
New holders
143
561 more added
Sold out
84
670 more reduced

23 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,664 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,628 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,822 institutionsQ1 2024: 2,010 institutionsQ2 2024: 2,084 institutionsQ3 2024: 2,131 institutionsQ4 2024: 2,287 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,329 institutionsQ3 2025: 2,393 institutionsQ4 2025: 2,472 institutionsQ1 2026: 2,533 institutionsQ2 2026: 2,686 institutions
Value heldQ3 2023: $70.7B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,533$116.2B
Q4 20252,472$102.5B
Q3 20252,393$119.3B
Q2 20252,329$117.1B
Q1 20252,196$88.7B
Q4 20242,287$107.8B
Q3 20242,131$107.0B
Q2 20242,084$103.3B
Q1 20242,010$103.7B
Q4 20231,822$80.0B
Q3 20231,664$70.7B
Q2 20231,628$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q2 2023.

Institutions holding ETN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.2$2930.00%−199−99.0%Reduced
Retirement Group, LLC3$6400.00%00.0%Unchanged
Impact Partnership Wealth, LLC4$8530.00%−8−66.7%Reduced
True Wealth Design, LLC4$8540.00%00.0%Unchanged
CGC Financial Services, LLC5$1.07K0.00%+5New
NewSquare Capital LLC7$1.49K0.00%−185−96.4%Reduced
Tfo-TDC, LLC8$1.61K0.00%+5+166.7%Added
Psagot Value Holdings Ltd. / (Israel)11$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC10$2.00K0.00%+10New
Longfellow Investment Management Co LLC10$2.13K0.00%00.0%Unchanged
GoalVest Advisory LLC11$2.35K0.00%+11New
Addison Advisors LLC12$2.56K0.00%+12New
Perritt Capital Management Inc14$2.99K0.00%+14New
Trifecta Capital Advisors, LLC18$3.84K0.00%00.0%Unchanged
Global Financial Private Client, LLC20$4.21K0.00%00.0%Unchanged
NVWM, LLC20$4.27K0.00%+4+25.0%Added
LGT Financial Advisors LLC22$4.69K0.01%−4,938−99.6%Reduced
Atticus Wealth Management, LLC25$5.33K0.00%00.0%Unchanged
Atwood & Palmer Inc30$6.40K0.00%00.0%Unchanged
Avion Wealth37$7.00K0.00%+13+54.2%Added
VitalStone Financial, LLC31$7.00K0.01%+31New
Mine & Arao Wealth Creation & Management, LLC.34$7.25K0.00%00.0%Unchanged
West Financial Advisors, LLC34$7.25K0.00%+34New
Sugarloaf Wealth Management, LLC35$7.46K0.00%00.0%Unchanged
Atlantic Trust, LLC35$7.46K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$7.68K0.01%00.0%Unchanged
Annapolis Financial Services, LLC36$7.68K0.00%00.0%Unchanged
TSFG, LLC38$8.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners40$8.00K0.00%00.0%Unchanged
Red Tortoise LLC38$8.11K0.01%00.0%Unchanged
SJS Investment Consulting Inc.38$8.11K0.00%+2+5.6%Added
Caldwell Sutter Capital, Inc.40$8.53K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group40$8.53K0.00%+17+73.9%Added
Flaharty Asset Management, LLC41$8.74K0.00%+41New
Central Bank & Trust Co42$8.96K0.00%00.0%Unchanged
Toth Financial Advisory Corp42$8.96K0.00%−20−32.3%Reduced
Core Wealth Advisors, Inc.43$9.17K0.00%00.0%Unchanged
New Millennium Group LLC44$9.46K0.01%00.0%Unchanged
Solstein Capital, LLC46$9.81K0.01%00.0%Unchanged
Advisors Preferred, LLC47$9.88K0.00%00.0%Unchanged
Global Wealth Strategies & Associates48$10.2K0.00%+48New
CarsonAllaria Wealth Management, Ltd.50$10.7K0.01%00.0%Unchanged
Horizons Wealth Management50$10.7K0.01%00.0%Unchanged
WFA Asset Management Corp50$10.7K0.01%00.0%Unchanged
Northwest Capital Management Inc51$10.9K0.00%00.0%Unchanged
First Personal Financial Services53$11.3K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC53$11.3K0.03%00.0%Unchanged
Macroview Investment Management LLC54$11.5K0.02%00.0%Unchanged
Headlands Technologies LLC56$11.9K0.01%+56New
RVW Wealth, LLC56$11.9K0.00%+56New
Thomas J. Herzfeld Advisors, Inc.57$12.2K0.00%00.0%Unchanged
Castleview Partners, LLC58$12.4K0.01%00.0%Unchanged
JNBA Financial Advisors60$12.8K0.00%−75−55.6%Reduced
Semmax Financial Advisors Inc.61$13.6K0.01%+61New
Cherry Tree Wealth Management, LLC68$14.5K0.00%+25+58.1%Added
Abound Wealth Management69$14.8K0.01%+15+27.8%Added
Tortoise Investment Management, LLC70$14.9K0.00%00.0%Unchanged
Versant Capital Management, Inc74$15.8K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC74$15.9K0.00%−1−1.3%Reduced
Delos Wealth Advisors, LLC69$15.9K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.82$17.5K0.01%00.0%Unchanged
Archer Investment Corp86$18.3K0.01%00.0%Unchanged
Acima Private Wealth, LLC89$19.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC94$20.0K0.01%+14+17.5%Added
ORG Partners LLC95$20.3K0.01%−7−6.9%Reduced
VisionPoint Advisory Group, LLC96$20.5K0.01%+96New
Carmichael Hill & Associates, Inc.98$20.9K0.01%+23+30.7%Added
Sutton Wealth Advisors Inc.99$21.1K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.100$21.3K0.01%00.0%Unchanged
JDM Financial Group LLC100$21.3K0.02%00.0%Unchanged
Pacifica Partners Inc.106$21.5K0.01%00.0%Unchanged
MB, Levis & Associates, LLC101$21.5K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda106$22.6K0.00%+106New
Raffa Wealth Management, LLC108$23.0K0.01%00.0%Unchanged
Provence Wealth Management Group108$23.0K0.01%+108New
Tradewinds Capital Management, LLC111$23.7K0.01%+81+270.0%Added
Beacon Capital Management, LLC118$23.7K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC114$24.3K0.00%−1,393−92.4%Reduced
Richard W. Paul & Associates, LLC116$24.7K0.01%−7−5.7%Reduced
Guardian Wealth Management, Inc.118$25.2K0.02%00.0%Unchanged
Magellan Asset Management Ltd119$25.4K0.00%00.0%Unchanged
Financial Perspectives, Inc124$26.4K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.125$26.7K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC130$27.7K0.01%00.0%Unchanged
Hoey Investments, Inc134$28.6K0.01%00.0%Unchanged
Marquette Asset Management, LLC140$29.9K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC193$30.3K0.01%−255−56.9%Reduced
Evolution Advisers, Inc.150$31.0K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc146$31.1K0.01%00.0%Unchanged
Mascoma Wealth Management LLC150$32.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC150$32.0K0.02%+150New
McClarren Financial Advisors, Inc.155$33.0K0.03%00.0%Unchanged
Sittner & Nelson, LLC163$34.8K0.02%00.0%Unchanged
Cornerstone Planning Group LLC164$35.0K0.01%−17−9.4%Reduced
City State Bank164$35.0K0.02%−15−8.4%Reduced
Baystate Wealth Management LLC164$35.1K0.00%−27−14.1%Reduced
Washington Trust Advisors, Inc.170$36.3K0.00%00.0%Unchanged
Westside Investment Management, Inc.175$37.3K0.01%00.0%Unchanged
Tucker Asset Management LLC177$37.8K0.01%−40−18.4%Reduced
Cranbrook Wealth Management, LLC178$38.0K0.01%00.0%Unchanged