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
- 1,663
- +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
- 669 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 6,494 | $1.39M | 0.48% | 00.0% | Unchanged |
| PGGM Investments | 6,535 | $1.39M | 0.02% | +1,560+31.4% | Added |
| Signet Investment Advisory Group, Inc. | 6,583 | $1.40M | 0.93% | −36−0.5% | Reduced |
| Jacobi Capital Management LLC | 6,600 | $1.41M | 0.16% | +26+0.4% | Added |
| Moody National Bank Trust Division | 6,632 | $1.41M | 0.09% | −203−3.0% | Reduced |
| Merit Financial Group, LLC | 6,655 | $1.42M | 0.05% | +535+8.7% | Added |
| Evergreen Capital Management LLC | 6,691 | $1.43M | 0.06% | +73+1.1% | Added |
| Empire Financial Management Company, LLC | 6,696 | $1.43M | 0.62% | −142−2.1% | Reduced |
| Hartree Partners, LP | 6,700 | $1.43M | 0.58% | +6,700 | New |
| Kingswood Wealth Advisors, LLC | 3,946 | $1.43M | 0.25% | +859+27.8% | Added |
| CoreCap Advisors, LLC | 6,742 | $1.44M | 0.10% | +352+5.5% | Added |
| Dorsey Wright & Associates | 6,783 | $1.45M | 0.45% | +6,783 | New |
| TCM Advisors, LLC | – | $1.45M | 1.30% | – | – |
| Trust Investment Advisors | 6,806 | $1.45M | 1.25% | −366−5.1% | Reduced |
| Core Alternative Capital | 6,814 | $1.45M | 0.22% | +2,964+77.0% | Added |
| FineMark National Bank & Trust | 6,822 | $1.45M | 0.06% | −97−1.4% | Reduced |
| First Horizon Advisors, Inc. | 6,889 | $1.47M | 0.05% | −163−2.3% | Reduced |
| Sawgrass Asset Management LLC | 6,901 | $1.47M | 0.18% | +178+2.6% | Added |
| Aquatic Capital Management LLC | 6,900 | $1.47M | 0.06% | +6,900 | New |
| Altman Advisors, Inc. | 6,923 | $1.48M | 0.92% | +6,923 | New |
| CAPROCK Group, Inc. | 6,957 | $1.48M | 0.11% | −350−4.8% | Reduced |
| Asset Dedication, LLC | 6,985 | $1.49M | 0.13% | +221+3.3% | Added |
| Court Place Advisors, LLC | 7,039 | $1.50M | 0.53% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,048 | $1.50M | 0.05% | −9−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,102 | $1.51M | 0.30% | −536−7.0% | Reduced |
| SeaCrest Wealth Management, LLC | 7,120 | $1.52M | 0.20% | +592+9.1% | Added |
| Roundview Capital LLC | 7,141 | $1.52M | 0.15% | +36+0.5% | Added |
| Retireful, LLC | 7,150 | $1.52M | 0.73% | +7,150 | New |
| Institute for Wealth Management, LLC. | 7,195 | $1.53M | 0.28% | −10−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 7,199 | $1.54M | 0.28% | −81−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,205 | $1.54M | 0.03% | −56−0.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,221 | $1.54M | 0.36% | +3,370+87.5% | Added |
| Ameritas Advisory Services, LLC | 7,602 | $1.54M | 0.08% | +6,483+579.4% | Added |
| Private Trust Co NA | 7,240 | $1.54M | 0.20% | +86+1.2% | Added |
| Vident Advisory, LLC | 7,261 | $1.55M | 0.05% | +7,261 | New |
| Marco Investment Management LLC | 7,267 | $1.55M | 0.18% | −8,205−53.0% | Reduced |
| Diversified Trust Co | 7,344 | $1.57M | 0.06% | −246−3.2% | Reduced |
| Bank of Hawaii | 7,370 | $1.57M | 0.09% | −38−0.5% | Reduced |
| Salem Investment Counselors Inc | 7,398 | $1.58M | 0.06% | +15+0.2% | Added |
| Johnson Investment Counsel Inc | 7,450 | $1.59M | 0.02% | +299+4.2% | Added |
| M&R Capital Management Inc | 7,469 | $1.59M | 0.44% | −183−2.4% | Reduced |
| D.B. Root & Company, LLC | 7,486 | $1.60M | 0.62% | −91−1.2% | Reduced |
| Burney Co | 7,535 | $1.61M | 0.08% | −78−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 7,578 | $1.62M | 0.07% | +6,260+475.0% | Added |
| Pearl River Capital, LLC | 7,584 | $1.62M | 0.25% | +7,584 | New |
| AlphaStar Capital Management, LLC | 7,640 | $1.63M | 0.20% | −6,929−47.6% | Reduced |
| Penobscot Wealth Management | 7,669 | $1.63M | 1.24% | −283−3.6% | Reduced |
| Intact Investment Management Inc. | 7,700 | $1.64M | 0.07% | −500−6.1% | Reduced |
| Atlas Capital Advisors LLC | 7,706 | $1.64M | 0.27% | −1,096−12.5% | Reduced |
| Daniels&Tansey,LLP | 31,678 | $1.66M | 1.00% | +31,678 | New |
| Front Row Advisors LLC | 7,802 | $1.66M | 0.77% | +365+4.9% | Added |
| Tocqueville Asset Management L.P. | 7,826 | $1.67M | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,925 | $1.69M | 0.14% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7,964 | $1.70M | 0.01% | +725+10.0% | Added |
| Venture Visionary Partners LLC | 8,055 | $1.72M | 0.10% | −313−3.7% | Reduced |
| Banque Cantonale Vaudoise | 8,058 | $1.72M | 0.09% | −296−3.5% | Reduced |
| Oak Thistle LLC | 8,068 | $1.72M | 0.51% | +8,068 | New |
| Old National Bancorp | 8,070 | $1.72M | 0.05% | −404−4.8% | Reduced |
| Cooper Financial Group | 8,101 | $1.73M | 0.42% | −416−4.9% | Reduced |
| Lifeworks Advisors, LLC | 8,102 | $1.73M | 0.67% | −966−10.7% | Reduced |
| First Hawaiian Bank | 8,233 | $1.76M | 0.06% | −203−2.4% | Reduced |
| S&CO Inc | 8,275 | $1.76M | 0.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,301 | $1.77M | 0.07% | −188−2.2% | Reduced |
| Savant Capital, LLC | 8,300 | $1.77M | 0.03% | −1,276−13.3% | Reduced |
| Baldwin Investment Management, LLC | 8,351 | $1.78M | 0.30% | −610−6.8% | Reduced |
| Surience Private Wealth LLC | 8,433 | $1.80M | 3.48% | +8,433 | New |
| Vestcor Inc | 8,484 | $1.81M | 0.07% | −897−9.6% | Reduced |
| Fiduciary Group LLC | 8,499 | $1.81M | 0.23% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,504 | $1.81M | 0.47% | −65−0.8% | Reduced |
| Parsons Capital Management Inc | 8,523 | $1.82M | 0.14% | +1,476+20.9% | Added |
| Tealwood Asset Management Inc | 8,583 | $1.83M | 0.94% | +39+0.5% | Added |
| Simmons Bank | 8,597 | $1.83M | 0.16% | −53−0.6% | Reduced |
| Patten & Patten Inc | 8,602 | $1.83M | 0.16% | +34+0.4% | Added |
| PFG Advisors | 8,676 | $1.85M | 0.17% | −313−3.5% | Reduced |
| Headinvest, LLC | 8,803 | $1.85M | 0.40% | +146+1.7% | Added |
| Clifford Swan Investment Counsel LLC | 8,750 | $1.87M | 0.08% | +10.0% | Added |
| David Loasby | 8,980 | $1.88M | 0.21% | +762+9.3% | Added |
| Comerica Securities,inc. | 8,818 | $1.88M | 0.16% | −962−9.8% | Reduced |
| Baxter Bros Inc | 8,908 | $1.90M | 0.29% | −885−9.0% | Reduced |
| Nilsine Partners, LLC | 8,952 | $1.91M | 0.29% | −182−2.0% | Reduced |
| Wealth Alliance | 8,965 | $1.91M | 0.30% | −646−6.7% | Reduced |
| Vontobel Holding Ltd. | 8,971 | $1.91M | 0.02% | −54,992−86.0% | Reduced |
| Spire Wealth Management | 8,982 | $1.92M | 0.07% | +3,433+61.9% | Added |
| SPC Financial, Inc. | 8,988 | $1.92M | 0.22% | −123−1.4% | Reduced |
| LMG Wealth Partners, LLC | 9,062 | $1.93M | 0.59% | −18−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,166 | $1.96M | 0.00% | −74,131−89.0% | Reduced |
| Bill Few Associates, Inc. | 9,230 | $1.97M | 1.03% | +285+3.2% | Added |
| Aull & Monroe Investment Management Corp | 9,272 | $1.98M | 1.03% | −100−1.1% | Reduced |
| Perpetual Ltd | 9,285 | $1.98M | 0.02% | −1,310−12.4% | Reduced |
| Cascade Investment Advisors, Inc. | 9,303 | $1.98M | 1.57% | −10−0.1% | Reduced |
| Veriti Management LLC | 9,326 | $1.99M | 0.23% | −155−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,331 | $1.99M | 0.25% | −1,088−10.4% | Reduced |
| Old Point Trust & Financial Services N A | 9,364 | $2.00M | 0.90% | +360+4.0% | Added |
| Cypress Capital Group | 9,391 | $2.00M | 0.29% | −348−3.6% | Reduced |
| PDT Partners, LLC | 9,400 | $2.00M | 0.25% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 9,436 | $2.01M | 0.96% | +9,436 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,463 | $2.02M | 1.32% | −850−8.2% | Reduced |
| Intrust Bank NA | 9,482 | $2.02M | 0.26% | −7−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 9,559 | $2.04M | 1.39% | −361−3.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,600 | $2.05M | 0.73% | +24+0.3% | Added |