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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 3,439 | $733.5K | 0.52% | +221+6.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,503 | $736.5K | 0.59% | +75+2.2% | Added |
| Citadel Investment Advisory, Inc. | 3,457 | $737.0K | 0.48% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,456 | $737.1K | 0.14% | +6+0.2% | Added |
| Perigon Wealth Management, LLC | 3,470 | $740.1K | 0.03% | −772−18.2% | Reduced |
| Friedenthal Financial | 3,519 | $750.5K | 0.51% | +3,519 | New |
| Choate Investment Advisors | 3,526 | $752.0K | 0.03% | +2,088+145.2% | Added |
| Founders Financial Alliance, LLC | 3,527 | $752.3K | 0.33% | +1,269+56.2% | Added |
| Enterprise Financial Services Corp | 3,534 | $753.7K | 0.52% | +54+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 3,546 | $756.3K | 0.07% | −80−2.2% | Reduced |
| Alpha DNA Investment Management LLC | 3,547 | $756.5K | 0.49% | −1,648−31.7% | Reduced |
| Essex Savings Bank | 3,556 | $758.4K | 0.26% | +65+1.9% | Added |
| Abacus Wealth Partners, LLC | 3,556 | $758.4K | 0.23% | +3,556 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,564 | $760.1K | 0.10% | −286−7.4% | Reduced |
| Garner Asset Management Corp | 3,600 | $768.0K | 0.46% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,611 | $770.2K | 0.13% | −40−1.1% | Reduced |
| Girard Partners Ltd. | 3,616 | $771.2K | 0.09% | −274−7.0% | Reduced |
| InterOcean Capital Group, LLC | 3,624 | $772.9K | 0.02% | +569+18.6% | Added |
| Diametric Capital, LP | 3,627 | $773.6K | 0.32% | +998+38.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,632 | $774.6K | 0.13% | −172−4.5% | Reduced |
| Avestar Capital, LLC | 3,639 | $776.1K | 0.12% | −138−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,655 | $779.5K | 0.10% | +155+4.4% | Added |
| Nwam LLC | 3,670 | $782.8K | 0.08% | −99−2.6% | Reduced |
| Marietta Investment Partners LLC | 3,680 | $784.9K | 0.22% | +654+21.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,684 | $785.7K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,914 | $787.1K | 0.18% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,693 | $787.6K | 0.62% | +53+1.5% | Added |
| Wedmont Private Capital | 3,700 | $789.1K | 0.08% | +353+10.5% | Added |
| First National Bank & Trust Co of Newtown | 3,708 | $790.8K | 0.18% | −50−1.3% | Reduced |
| Mastrapasqua Asset Management Inc | 3,726 | $794.7K | 0.09% | −112−2.9% | Reduced |
| Catalyst Financial Partners LLC | 3,734 | $796.4K | 0.26% | +379+11.3% | Added |
| Allegheny Financial Group LTD | 3,739 | $797.4K | 0.30% | +273+7.9% | Added |
| Dillon & Associates Inc | 3,755 | $800.0K | 0.15% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,754 | $800.7K | 0.01% | +982+35.4% | Added |
| Ellenbecker Investment Group | 3,801 | $810.0K | 0.21% | +5+0.1% | Added |
| Fort Washington Investment Advisors Inc | 3,823 | $815.4K | 0.01% | −1,696−30.7% | Reduced |
| Balentine LLC | 3,845 | $820.1K | 0.03% | +23+0.6% | Added |
| Ballentine Partners, LLC | 3,847 | $820.5K | 0.02% | −391−9.2% | Reduced |
| Riverview Trust Co | 3,882 | $828.0K | 0.73% | 00.0% | Unchanged |
| Credit Agricole S A | 3,928 | $837.8K | 0.03% | −32−0.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,938 | $839.9K | 0.07% | +90+2.3% | Added |
| Mission Wealth Management, LP | 3,940 | $840.4K | 0.03% | −216−5.2% | Reduced |
| Dearborn Partners LLC | 3,996 | $852.3K | 0.03% | −230−5.4% | Reduced |
| Retirement Capital Strategies | 3,996 | $852.3K | 0.40% | 00.0% | Unchanged |
| Renasant Bank | 4,023 | $858.0K | 0.72% | +670+20.0% | Added |
| Delta Investment Management, LLC | 4,036 | $860.8K | 0.24% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,068 | $867.6K | 0.06% | −773−16.0% | Reduced |
| Telemus Capital, LLC | 4,069 | $867.8K | 0.08% | −762−15.8% | Reduced |
| V-Square Quantitative Management LLC | 4,083 | $870.8K | 0.38% | +1,057+34.9% | Added |
| Advisory Resource Group | 4,095 | $873.4K | 0.24% | −336−7.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,098 | $874.0K | 0.12% | +4+0.1% | Added |
| CIBC World Markets Inc. | 4,111 | $877.0K | 0.00% | −182−4.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,125 | $879.8K | 0.09% | +4,125 | New |
| 9258 Wealth Management, LLC | 4,126 | $880.0K | 0.17% | −367−8.2% | Reduced |
| Wasatch Advisors Inc | 4,150 | $885.1K | 0.01% | −4,127−49.9% | Reduced |
| West Paces Advisors Inc. | 4,154 | $886.0K | 0.28% | −26−0.6% | Reduced |
| Bigelow Investment Advisors, LLC | 4,157 | $886.6K | 0.51% | −200−4.6% | Reduced |
| Capital International Inc | 4,202 | $896.2K | 0.02% | −6,076−59.1% | Reduced |
| Covenant Asset Management, LLC | 4,209 | $897.7K | 0.28% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 4,216 | $899.2K | 0.46% | 00.0% | Unchanged |
| Farmers Trust Co | 4,242 | $904.7K | 0.21% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 4,250 | $906.4K | 0.21% | −1,680−28.3% | Reduced |
| Outfitter Financial LLC | 4,250 | $906.4K | 0.85% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,258 | $908.2K | 0.06% | +29+0.7% | Added |
| Hyman Charles D | 4,266 | $910.0K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,276 | $912.0K | 0.21% | −551−11.4% | Reduced |
| Twin Capital Management Inc | 4,283 | $913.5K | 0.13% | −413−8.8% | Reduced |
| AlphaCore Capital LLC | 4,291 | $915.2K | 0.14% | +100+2.4% | Added |
| Chesapeake Asset Management LLC | 4,298 | $916.7K | 0.89% | +301+7.5% | Added |
| Eudaimonia Advisors LLC | 4,300 | $917.1K | 0.64% | +152+3.7% | Added |
| 180 Wealth Advisors, LLC | 4,307 | $918.6K | 0.21% | +38+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,340 | $925.6K | 0.06% | +2,124+95.8% | Added |
| Ramirez Asset Management, Inc. | 4,344 | $926.5K | 0.20% | +4,344 | New |
| Biltmore Wealth Management, LLC | 4,370 | $932.0K | 0.45% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,374 | $933.0K | 0.20% | +78+1.8% | Added |
| First Foundation Advisors | 4,385 | $935.2K | 0.04% | +237+5.7% | Added |
| Grove Bank & Trust | 4,404 | $939.3K | 0.19% | −574−11.5% | Reduced |
| MorganRosel Wealth Management, LLC | 4,425 | $943.8K | 0.39% | +20.0% | Added |
| Founders Financial Securities LLC | 4,439 | $946.8K | 0.12% | −20.0% | Reduced |
| Bessemer Securities LLC | 4,438 | $947.0K | 1.31% | −2,500−36.0% | Reduced |
| GTS Securities LLC | 4,442 | $947.4K | 0.02% | +2,449+122.9% | Added |
| Zhang Financial LLC | 4,446 | $948.2K | 0.10% | +23+0.5% | Added |
| Peak Planning Group, LLC | 4,449 | $948.9K | 0.74% | +8+0.2% | Added |
| Nicolet Bankshares Inc | 4,456 | $950.4K | 0.29% | −151−3.3% | Reduced |
| Community Financial Services Group, LLC | 4,457 | $950.6K | 0.24% | +4,457 | New |
| Crescent Grove Advisors, LLC | 4,467 | $952.8K | 0.12% | +10.0% | Added |
| Penserra Capital Management LLC | 4,489 | $955.0K | 0.02% | −585−11.5% | Reduced |
| Stonegate Investment Group, LLC | 4,555 | $971.5K | 0.04% | −101−2.2% | Reduced |
| Syon Capital LLC | 4,557 | $971.9K | 0.12% | +4,557 | New |
| Northern Financial Advisors Inc | 4,564 | $973.4K | 0.89% | −127−2.7% | Reduced |
| Profund Advisors LLC | 4,564 | $973.4K | 0.05% | −76−1.6% | Reduced |
| Evermay Wealth Management LLC | 4,613 | $983.9K | 0.20% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,615 | $984.3K | 0.66% | −26−0.6% | Reduced |
| Highline Wealth Partners LLC | 4,625 | $986.4K | 0.61% | +57+1.2% | Added |
| Arden Trust Co | 4,634 | $988.3K | 0.16% | −310−6.3% | Reduced |
| Kinneret Advisory, LLC | 4,665 | $995.0K | 0.12% | −3−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 4,677 | $997.5K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,966 | $998.7K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,690 | $1.00M | 0.02% | −126−2.6% | Reduced |
| Strong Tower Advisory Services | 4,690 | $1.00M | 0.50% | −65−1.4% | Reduced |