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.
| 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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 725 | $154.8K | 0.05% | 00.0% | Unchanged |
| Rational Advisors LLC | 748 | $159.5K | 0.01% | +748 | New |
| S.A. Mason LLC | 750 | $160.0K | 0.12% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 765 | $163.1K | 0.04% | +1+0.1% | Added |
| Proequities, Inc. | 772 | $164.7K | 0.01% | −30−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 791 | $168.8K | 0.06% | +40+5.3% | Added |
| Adirondack Trust Co | 794 | $169.3K | 0.08% | −111−12.3% | Reduced |
| Gradient Investments LLC | 797 | $169.9K | 0.00% | −34−4.1% | Reduced |
| Heritage Wealth Advisors | 905 | $193.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 20,947 | $198.7K | 0.04% | +20,947 | New |
| Hills Bank & Trust Co | 937 | $199.8K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 942 | $200.8K | 0.09% | +942 | New |
| Sage Rhino Capital LLC | 947 | $202.0K | 0.06% | +947 | New |
| Doheny Asset Management | 945 | $202.0K | 0.20% | +945 | New |
| TL Private Wealth | 950 | $202.6K | 0.12% | +950 | New |
| TCTC Holdings, LLC | 953 | $203.3K | 0.01% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 956 | $203.9K | 0.09% | +956 | New |
| Red Door Wealth Management, LLC | 960 | $204.7K | 0.05% | −4,352−81.9% | Reduced |
| Fragasso Group Inc. | 973 | $207.4K | 0.02% | −30−3.0% | Reduced |
| Country Trust Bank | 973 | $207.5K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 978 | $209.0K | 0.12% | +978 | New |
| CNB Bank | 981 | $209.2K | 0.12% | +215+28.1% | Added |
| Charles Schwab Trust Co | 981 | $209.2K | 0.02% | +981 | New |
| Quadrant Private Wealth Management, LLC | 983 | $209.7K | 0.07% | +983 | New |
| Investors Asset Management of Georgia Inc | 1,000 | $209.7K | 0.12% | −166−14.2% | Reduced |
| Alpha Family Trust | 985 | $210.1K | 0.16% | +985 | New |
| Empower Advisory Group, LLC | 986 | $210.3K | 0.00% | −324−24.7% | Reduced |
| Fidelity D & D Bancorp Inc | 986 | $210.3K | 0.22% | +986 | New |
| Key Financial Inc | 991 | $211.4K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 995 | $212.2K | 0.02% | +995 | New |
| Rise Advisors, LLC | 996 | $212.4K | 0.17% | +228+29.7% | Added |
| Financial Advisory Group | 1,000 | $213.3K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $213.3K | 0.04% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,000 | $213.3K | 0.14% | 00.0% | Unchanged |
| Verum Partners LLC | 1,001 | $213.5K | 0.10% | −365−26.7% | Reduced |
| Rede Wealth, LLC | 1,003 | $213.9K | 0.11% | 00.0% | Unchanged |
| Bensler, LLC | 1,005 | $214.3K | 0.04% | +1,005 | New |
| Ellis Investment Partners, LLC | 1,007 | $214.8K | 0.06% | −40−3.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,007 | $214.8K | 0.15% | +1,007 | New |
| Nicholas Hoffman & Company, LLC. | 1,012 | $215.8K | 0.02% | +1,012 | New |
| BCS Wealth Management | 1,015 | $216.0K | 0.09% | +1,015 | New |
| Childress Capital Advisors, LLC | 1,017 | $216.9K | 0.07% | +1,017 | New |
| Sheets Smith Wealth Management | 1,022 | $218.0K | 0.03% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,024 | $218.4K | 0.09% | −3−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,025 | $218.6K | 0.02% | −50−4.7% | Reduced |
| Clay Northam Wealth Management, LLC | 1,028 | $219.3K | 0.22% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,030 | $219.7K | 0.03% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,030 | $219.7K | 0.14% | +1,030 | New |
| Brookstone Capital Management | 1,103 | $220.4K | 0.00% | +1,103 | New |
| StoneX Group Inc. | 1,040 | $221.8K | 0.02% | −542−34.3% | Reduced |
| Vantage Consulting Group Inc | 1,040 | $221.8K | 0.15% | −263−20.2% | Reduced |
| Syntax Advisors, LLC | 1,040 | $221.8K | 0.20% | −263−20.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,040 | $221.9K | 0.02% | −24−2.3% | Reduced |
| Change Path, LLC | 1,040 | $222.0K | 0.02% | −4,094−79.7% | Reduced |
| Centaurus Financial, Inc. | 1,043 | $222.0K | 0.02% | −74−6.6% | Reduced |
| Front Street Capital Management, Inc. | 1,039 | $222.0K | 0.05% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,044 | $222.7K | 0.07% | −65−5.9% | Reduced |
| Summit Wealth Group, LLC | 1,049 | $224.0K | 0.20% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,051 | $224.1K | 0.03% | −187−15.1% | Reduced |
| Anchor Investment Management, LLC | 1,051 | $224.2K | 0.03% | +11+1.1% | Added |
| Aspiriant, LLC | 1,051 | $224.2K | 0.01% | +1,051 | New |
| Heartwood Wealth Advisors LLC | 1,054 | $224.8K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,054 | $225.0K | 0.15% | +16+1.5% | Added |
| Plancorp, LLC | 1,057 | $225.5K | 0.01% | +40+3.9% | Added |
| Relyea Zuckerberg Hanson LLC | 1,059 | $225.9K | 0.05% | +8+0.8% | Added |
| Accurate Wealth Management, LLC | 1,067 | $226.0K | 0.07% | +1,067 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,063 | $226.7K | 0.02% | +1,063 | New |
| Operose Advisors LLC | 1,067 | $227.6K | 0.09% | +517+94.0% | Added |
| Simon Quick Advisors, LLC | 1,067 | $227.6K | 0.02% | +1,067 | New |
| Capital Group Investment Management Pte. Ltd. | 1,072 | $228.6K | 0.01% | −25−2.3% | Reduced |
| Family Firm, Inc. | 1,074 | $229.1K | 0.06% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,075 | $229.3K | 0.16% | +80+8.0% | Added |
| Reuter James Wealth Management, LLC | 1,078 | $229.9K | 0.17% | −116−9.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,078 | $229.9K | 0.16% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,082 | $230.8K | 0.15% | +1,082 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,087 | $231.8K | 0.12% | +1,087 | New |
| Edge Capital Group, LLC | 1,091 | $232.7K | 0.02% | −5,593−83.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,163 | $232.8K | 0.22% | +1,163 | New |
| Farther Finance Advisors, LLC | 1,095 | $233.5K | 0.04% | +58+5.6% | Added |
| Worth Asset Management, LLC | 1,097 | $234.0K | 0.19% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 1,096 | $234.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,096 | $234.0K | 0.06% | +26+2.4% | Added |
| Talisman Wealth Advisors LLC | 1,098 | $234.3K | 0.41% | −79−6.7% | Reduced |
| Alta Advisers Ltd | 1,100 | $234.6K | 0.14% | 00.0% | Unchanged |
| Michael B. Yongue | 1,100 | $234.6K | 0.23% | 00.0% | Unchanged |
| IMS Capital Management | 1,104 | $235.5K | 0.14% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,109 | $236.5K | 0.20% | −415−27.2% | Reduced |
| Motco | 1,118 | $238.4K | 0.02% | −266−19.2% | Reduced |
| Worth Financial Advisory Group, LLC | 1,119 | $238.7K | 0.22% | +1,119 | New |
| Morningstar Investment Services LLC | 1,108 | $239.0K | 0.00% | +1,108 | New |
| Keudell/Morrison Wealth Management | 1,121 | $239.1K | 0.07% | −74−6.2% | Reduced |
| Compass Wealth Management LLC | 1,124 | $239.7K | 0.08% | +30+2.7% | Added |
| FourThought Financial Partners, LLC | 1,126 | $240.2K | 0.03% | −38−3.3% | Reduced |
| Palisade Asset Management, LLC | 1,132 | $241.4K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,136 | $242.3K | 0.13% | −1,200−51.4% | Reduced |
| Clifford Group, LLC | 1,140 | $243.1K | 0.26% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,140 | $243.2K | 0.03% | −92−7.5% | Reduced |
| L2 Asset Management, LLC | 46,833 | $244.0K | 0.12% | +45,805+4,455.7% | Added |
| Machina Capital S.A.S. | 1,144 | $244.0K | 0.14% | +1,144 | New |
| MEMBERS Trust Co | 1,134 | $244.4K | 0.01% | 00.0% | Unchanged |