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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 1,147 | $244.6K | 0.37% | +272+31.1% | Added |
| Lindenwold Advisors | 1,150 | $245.3K | 0.15% | −476−29.3% | Reduced |
| Eqis Capital Management, Inc. | 1,151 | $245.6K | 0.03% | −103−8.2% | Reduced |
| Beaumont Financial Advisors, LLC | 1,155 | $246.4K | 0.02% | +35+3.1% | Added |
| Main Street Financial Solutions, LLC | 1,156 | $246.6K | 0.03% | −99−7.9% | Reduced |
| Lincoln Capital LLC | 1,162 | $247.8K | 0.07% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 1,166 | $248.7K | 0.05% | +1,166 | New |
| Commonwealth Financial Services, LLC | 1,172 | $249.9K | 0.07% | +1,172 | New |
| Castle Rock Wealth Management, LLC | 1,200 | $249.9K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,172 | $250.0K | 0.03% | +24+2.1% | Added |
| Equitable Holdings, Inc. | 1,175 | $250.6K | 0.00% | +14+1.2% | Added |
| Wealth Management Associates, Inc. | 1,180 | $251.7K | 0.15% | +40+3.5% | Added |
| Engrave Wealth Partners LLC | 1,185 | $252.7K | 0.08% | +1,185 | New |
| Venturi Wealth Management, LLC | 1,186 | $253.0K | 0.02% | +80+7.2% | Added |
| Circle Wealth Management, LLC | 1,186 | $253.0K | 0.01% | +1,186 | New |
| HFR Wealth Management, LLC | 1,184 | $253.0K | 0.07% | −16−1.3% | Reduced |
| Mark Stevens | 1,193 | $254.4K | 0.03% | +1,193 | New |
| Strategic Wealth Partners, Ltd. | 1,195 | $254.9K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,194 | $255.0K | 0.04% | +111+10.2% | Added |
| NBC Securities, Inc. | 1,198 | $255.0K | 0.03% | +1,198 | New |
| Parthenon LLC | 1,200 | $255.9K | 0.04% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,200 | $255.9K | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 1,200 | $255.9K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,298 | $256.8K | 0.02% | +30+2.4% | Added |
| Stephenson National Bank & Trust | 1,205 | $257.0K | 0.14% | −834−40.9% | Reduced |
| Objective Capital Management, LLC | 1,209 | $257.9K | 0.23% | −2−0.2% | Reduced |
| Thrive Wealth Management, LLC | 1,213 | $258.7K | 0.07% | +66+5.8% | Added |
| Slocum, Gordon & Co LLP | 1,215 | $259.1K | 0.23% | −50−4.0% | Reduced |
| Independent Investors Inc | 1,215 | $259.1K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,215 | $259.1K | 0.11% | +225+22.7% | Added |
| Raleigh Capital Management Inc. | 1,217 | $259.5K | 0.13% | +9+0.7% | Added |
| Regal Investment Advisors LLC | 1,218 | $259.7K | 0.02% | +108+9.7% | Added |
| Beacon Financial Advisory LLC | 1,222 | $260.6K | 0.14% | +4+0.3% | Added |
| High Probability Advisors, LLC | 1,226 | $261.5K | 0.06% | +113+10.2% | Added |
| Amarillo National Bank | 1,227 | $261.7K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,227 | $261.7K | 0.14% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,238 | $264.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,238 | $264.1K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,245 | $265.5K | 0.26% | −245−16.4% | Reduced |
| Intrua Financial, LLC | 1,245 | $265.5K | 0.05% | −1−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,248 | $266.2K | 0.07% | 00.0% | Unchanged |
| Tufton Capital Management | 1,250 | $266.6K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 1,250 | $266.6K | 0.10% | +8+0.6% | Added |
| Prosperity Consulting Group, LLC | 1,250 | $266.6K | 0.12% | +1,250 | New |
| Shoker Investment Counsel, Inc. | 1,250 | $266.7K | 0.12% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,251 | $266.8K | 0.11% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,251 | $266.8K | 0.05% | +21+1.7% | Added |
| BluePath Capital Management, LLC | 1,251 | $266.9K | 0.25% | +1,251 | New |
| XML Financial, LLC | 1,259 | $268.5K | 0.03% | −99−7.3% | Reduced |
| Hilltop Partners LLC | 1,264 | $269.6K | 0.11% | −16−1.3% | Reduced |
| Partners Capital Investment Group, LLP | 1,264 | $269.6K | 0.01% | +1,264 | New |
| Meeder Asset Management Inc | 1,273 | $271.5K | 0.02% | −40−3.0% | Reduced |
| Legacy Advisors, LLC | 1,275 | $271.9K | 0.04% | +17+1.4% | Added |
| Sax Wealth Advisors, LLC | 1,276 | $272.1K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,276 | $272.2K | 0.03% | +2+0.2% | Added |
| Avantax Planning Partners, Inc. | 1,278 | $272.6K | 0.01% | −3,079−70.7% | Reduced |
| Focused Wealth Management, Inc | 1,278 | $272.6K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,278 | $272.6K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 1,293 | $273.6K | 0.11% | +1,293 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,284 | $273.8K | 0.06% | −40−3.0% | Reduced |
| Quent Capital, LLC | 1,285 | $274.1K | 0.04% | +195+17.9% | Added |
| Paragon Financial Partners, Inc. | 1,289 | $275.0K | 0.29% | +5+0.4% | Added |
| Douglas Lane & Associates, LLC | 1,292 | $275.6K | 0.00% | +1,292 | New |
| Gryphon Financial Partners LLC | 1,295 | $276.1K | 0.07% | −39−2.9% | Reduced |
| McRae Capital Management Inc | 1,300 | $277.3K | 0.08% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,300 | $277.3K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,301 | $277.4K | 0.03% | −247−16.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,302 | $277.7K | 0.24% | −29−2.2% | Reduced |
| Spears Abacus Advisors LLC | 1,311 | $279.6K | 0.02% | +11+0.8% | Added |
| Nichols & Pratt Advisers LLP | 1,313 | $280.0K | 0.02% | +188+16.7% | Added |
| Security National Bank | 1,300 | $280.2K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,316 | $280.7K | 0.03% | −10−0.8% | Reduced |
| Driehaus Capital Management LLC | 1,326 | $282.8K | 0.00% | −23−1.7% | Reduced |
| Symphony Financial, Ltd. Co. | 1,347 | $283.1K | 0.07% | −8−0.6% | Reduced |
| Retirement Financial Solutions, LLC | 1,330 | $283.7K | 0.19% | +25+1.9% | Added |
| Phoenix Holdings Ltd. | 1,311 | $284.0K | 0.01% | −3,763−74.2% | Reduced |
| Verus Capital Partners, LLC | 1,332 | $284.1K | 0.04% | +300+29.1% | Added |
| Outlook Wealth Advisors, LLC | 1,341 | $286.0K | 0.11% | +79+6.3% | Added |
| Alethea Capital Management, LLC | 1,350 | $287.9K | 0.35% | −500−27.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,350 | $287.9K | 1.29% | +1,350 | New |
| Probity Advisors, Inc. | 1,354 | $288.8K | 0.07% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,355 | $289.0K | 0.04% | +1,355 | New |
| Hohimer Wealth Management, LLC | 1,358 | $289.6K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,358 | $289.6K | 0.02% | +18+1.3% | Added |
| Baker Avenue Asset Management, LP | 1,363 | $290.7K | 0.01% | +24+1.8% | Added |
| Athena Investment Management | 1,368 | $291.8K | 0.21% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 1,369 | $292.0K | 0.04% | −101−6.9% | Reduced |
| SYSTM Wealth Solutions LLC | 1,379 | $294.1K | 0.05% | −814−37.1% | Reduced |
| Meridian Wealth Management, LLC | 1,379 | $294.1K | 0.02% | +202+17.2% | Added |
| Capstone Investment Advisors, LLC | 1,380 | $294.3K | 0.01% | +1,380 | New |
| Prio Wealth Limited Partnership | 1,383 | $295.0K | 0.01% | +202+17.1% | Added |
| Bedel Financial Consulting, Inc. | 1,389 | $296.2K | 0.06% | −74−5.1% | Reduced |
| Bedel Financial Consulting Inc | 1,389 | $296.2K | 0.06% | +1,389 | New |
| WBH Advisory Inc | 1,390 | $296.5K | 0.04% | −125−8.3% | Reduced |
| Quantamental Technologies LLC | 1,393 | $297.1K | 0.28% | +1,393 | New |
| Whalerock Point Partners, LLC | 1,397 | $298.0K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,405 | $299.7K | 0.02% | −2−0.1% | Reduced |
| Fortune Financial Advisors, LLC | 1,406 | $299.9K | 0.23% | −30−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,412 | $301.1K | 0.01% | −41−2.8% | Reduced |
| Vicus Capital | 1,413 | $301.3K | 0.03% | +1,413 | New |