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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 1,892 | $403.5K | 0.11% | +118+6.7% | Added |
| Ropes Wealth Advisors LLC | 1,899 | $405.0K | 0.08% | −265−12.2% | Reduced |
| Oxbow Advisors, LLC | 1,900 | $405.2K | 0.06% | −200−9.5% | Reduced |
| Saranac Partners Ltd | 1,900 | $405.2K | 0.23% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,906 | $407.0K | 0.00% | +803+72.8% | Added |
| NorthRock Partners, LLC | 1,917 | $408.9K | 0.04% | +305+18.9% | Added |
| Advanced Portfolio Management, LLC | 1,920 | $409.5K | 0.36% | +1,920 | New |
| Carr Financial Group Corp | 1,913 | $410.9K | 0.16% | −223−10.4% | Reduced |
| Summit Financial Strategies, Inc. | 1,931 | $411.8K | 0.08% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,938 | $413.3K | 0.07% | −100−4.9% | Reduced |
| Register Financial Advisors LLC | 1,946 | $415.0K | 0.30% | −30−1.5% | Reduced |
| Lake Street Financial LLC | 1,933 | $416.6K | 0.07% | +372+23.8% | Added |
| Weaver Consulting Group | 1,957 | $417.4K | 0.19% | +325+19.9% | Added |
| WealthTrust Axiom LLC | 1,962 | $418.6K | 0.15% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,963 | $418.7K | 0.12% | +94+5.0% | Added |
| Traphagen Investment Advisors LLC | 1,965 | $419.0K | 0.05% | +20+1.0% | Added |
| Woodmont Investment Counsel LLC | 1,965 | $419.1K | 0.04% | +50+2.6% | Added |
| Firethorn Wealth Partners, LLC | 1,965 | $419.1K | 0.32% | +202+11.5% | Added |
| Sage Private Wealth Group, LLC | 1,966 | $419.5K | 0.58% | +12+0.6% | Added |
| Camden Capital, LLC | 1,967 | $419.5K | 0.05% | +892+83.0% | Added |
| RW Investment Management LLC | 1,970 | $420.2K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,970 | $420.2K | 0.33% | +11+0.6% | Added |
| RSM US Wealth Management LLC | 1,980 | $422.3K | 0.01% | +83+4.4% | Added |
| Nixon Peabody Trust Co | 1,989 | $424.2K | 0.36% | +989+98.9% | Added |
| Dudley Capital Management, LLC | 1,994 | $425.3K | 0.30% | −930−31.8% | Reduced |
| Mechanics Financial Corp | 2,000 | $426.6K | 0.23% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,000 | $427.0K | 0.11% | +1,000+100.0% | Added |
| Koss-Olinger Consulting, LLC | 2,011 | $429.0K | 0.06% | −397−16.5% | Reduced |
| Confluence Investment Management LLC | 2,031 | $433.2K | 0.01% | +2,031 | New |
| First Business Financial Services, Inc. | 2,042 | $435.5K | 0.06% | +163+8.7% | Added |
| TrueWealth Advisors, LLC | 2,056 | $438.5K | 0.19% | −47−2.2% | Reduced |
| Sandy Cove Advisors, LLC | 2,077 | $442.9K | 0.26% | +3+0.1% | Added |
| InTrack Investment Management Inc | 2,084 | $444.5K | 0.39% | −2,396−53.5% | Reduced |
| Sunbelt Securities, Inc. | 2,085 | $444.7K | 0.06% | −100−4.6% | Reduced |
| High Net Worth Advisory Group LLC | 2,092 | $446.2K | 0.18% | −15−0.7% | Reduced |
| Arkadios Wealth Advisors | 2,116 | $451.3K | 0.04% | +183+9.5% | Added |
| Columbia Trust Co 01012016 | 2,129 | $454.1K | 0.26% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,135 | $455.3K | 0.45% | +19+0.9% | Added |
| Lakeview Capital Partners, LLC | 2,152 | $459.0K | 0.09% | −9−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 2,200 | $462.5K | 0.22% | −1,000−31.3% | Reduced |
| Breakwater Capital Group | 2,160 | $464.0K | 0.16% | +256+13.4% | Added |
| GSG Advisors LLC | 2,181 | $465.2K | 0.23% | +2,181 | New |
| Gateway Wealth Partners, LLC | 2,186 | $466.3K | 0.08% | −239−9.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,188 | $466.6K | 0.09% | +431+24.5% | Added |
| Advisory Research Inc | 2,189 | $466.9K | 0.06% | +310+16.5% | Added |
| VeraBank, N.A. | 2,191 | $467.3K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,195 | $468.1K | 0.01% | −1,708−43.8% | Reduced |
| Invenio Wealth Partners LLC | 2,198 | $468.8K | 0.43% | +237+12.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 2,200 | $469.0K | 0.01% | −34,555−94.0% | Reduced |
| Hanson & Doremus Investment Management | 2,203 | $470.0K | 0.10% | −46−2.0% | Reduced |
| Transform Wealth, LLC | 2,211 | $471.6K | 0.05% | −35−1.6% | Reduced |
| West Branch Capital LLC | 2,216 | $472.6K | 0.25% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,217 | $472.8K | 0.19% | 00.0% | Unchanged |
| Citizens Business Bank | 2,235 | $476.7K | 0.11% | −85−3.7% | Reduced |
| Geller Advisors LLC | 2,237 | $477.1K | 0.06% | −15−0.7% | Reduced |
| Aviance Capital Partners, LLC | 2,242 | $478.2K | 0.11% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,244 | $479.0K | 0.21% | +2,244 | New |
| Aua Capital Management, LLC | 2,250 | $479.9K | 0.35% | +455+25.3% | Added |
| Legacy Financial Advisors, Inc. | 2,259 | $481.8K | 0.10% | +114+5.3% | Added |
| Phillips Wealth Planners LLC | 2,411 | $482.0K | 0.65% | −30−1.2% | Reduced |
| Qtron Investments LLC | 2,265 | $483.1K | 0.09% | +511+29.1% | Added |
| Sterling Investment Counsel, LLC | 2,290 | $488.4K | 0.28% | +263+13.0% | Added |
| Geneos Wealth Management Inc. | 2,294 | $489.3K | 0.03% | −98−4.1% | Reduced |
| Trust Co of Virginia | 2,300 | $490.5K | 0.05% | +1,050+84.0% | Added |
| Collective Family Office LLC | 2,302 | $491.0K | 0.19% | −8−0.3% | Reduced |
| First Commonwealth Financial Corp | 2,304 | $491.4K | 0.16% | −134−5.5% | Reduced |
| Rodgers Brothers Inc. | 2,304 | $491.4K | 0.08% | 00.0% | Unchanged |
| King Wealth | 2,312 | $493.0K | 0.10% | 00.0% | Unchanged |
| First National Bank | 2,313 | $493.3K | 0.43% | −30−1.3% | Reduced |
| Sentry Investment Management LLC | 2,314 | $494.0K | 0.24% | −305−11.6% | Reduced |
| Knowledge Leaders Capital, LLC | 2,330 | $496.9K | 0.73% | −2,992−56.2% | Reduced |
| Verdence Capital Advisors LLC | 2,334 | $497.8K | 0.05% | −48−2.0% | Reduced |
| Opus Capital Group, LLC | 2,336 | $498.0K | 0.09% | −225−8.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,346 | $500.4K | 0.14% | −198−7.8% | Reduced |
| Lindbrook Capital, LLC | 2,347 | $500.6K | 0.06% | +319+15.7% | Added |
| Mutual Advisors, LLC | 2,358 | $502.9K | 0.02% | +71+3.1% | Added |
| Buckingham Strategic Partners | 2,360 | $503.4K | 0.02% | +109+4.8% | Added |
| Monument Capital Management | 2,371 | $505.6K | 0.17% | +11+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,382 | $508.0K | 0.02% | −555−18.9% | Reduced |
| Wedgewood Investors Inc | 2,399 | $511.7K | 0.69% | −210−8.0% | Reduced |
| Sanders Morris Harris LLC | 2,400 | $511.9K | 0.11% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,400 | $511.9K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,402 | $512.3K | 0.06% | +17+0.7% | Added |
| Nations Financial Group Inc, | 2,409 | $513.8K | 0.05% | +272+12.7% | Added |
| ZWJ Investment Counsel Inc | 2,426 | $517.4K | 0.03% | +1,308+117.0% | Added |
| Curbstone Financial Management Corp | 2,436 | $519.5K | 0.13% | −200−7.6% | Reduced |
| Syntal Capital Partners, LLC | 2,443 | $521.0K | 0.40% | +2,443 | New |
| Alhambra Investment Partners LLC | 2,450 | $522.5K | 0.34% | −55−2.2% | Reduced |
| Financial Advocates Investment Management | 2,454 | $523.4K | 0.04% | −373−13.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,459 | $524.0K | 0.18% | −80−3.2% | Reduced |
| Welch & Forbes LLC | 2,458 | $524.2K | 0.01% | −28−1.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,469 | $526.6K | 0.34% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,473 | $527.4K | 0.02% | +1,277+106.8% | Added |
| Modera Wealth Management, LLC | 2,475 | $527.8K | 0.01% | −140−5.4% | Reduced |
| Csenge Advisory Group | 2,484 | $529.7K | 0.04% | −38−1.5% | Reduced |
| World Equity Group, Inc. | 2,388 | $530.6K | 0.11% | +141+6.3% | Added |
| Tradition Wealth Management, LLC | 2,490 | $531.0K | 0.06% | −100−3.9% | Reduced |
| DFPG Investments, LLC | 2,436 | $532.1K | 0.05% | +33+1.4% | Added |
| Saiph Capital, LLC | 2,497 | $532.6K | 0.29% | −141−5.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,499 | $533.0K | 0.02% | −126−4.8% | Reduced |