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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 4,697 | $1.00M | 0.04% | +708+17.7% | Added |
| MTM Investment Management, LLC | 4,732 | $1.01M | 0.51% | +21+0.4% | Added |
| Summit Trail Advisors, LLC | 4,742 | $1.01M | 0.04% | +1,310+38.2% | Added |
| Marcum Wealth, LLC | 4,751 | $1.01M | 0.12% | +69+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 4,772 | $1.02M | 0.01% | −16−0.3% | Reduced |
| Thomasville National Bank | 4,794 | $1.02M | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,813 | $1.03M | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 4,843 | $1.03M | 0.09% | +858+21.5% | Added |
| Transatlantique Private Wealth LLC | 4,882 | $1.04M | 0.56% | −31−0.6% | Reduced |
| Provenance Wealth Advisors, LLC | 4,899 | $1.04M | 0.17% | +4,899 | New |
| Eagle Rock Investment Company, LLC | 4,900 | $1.05M | 0.24% | −1,500−23.4% | Reduced |
| Empowered Funds, LLC | 4,910 | $1.05M | 0.03% | +815+19.9% | Added |
| Checchi Capital Advisers, LLC | 4,914 | $1.05M | 0.10% | −90−1.8% | Reduced |
| Boston Financial Mangement LLC | 4,940 | $1.05M | 0.04% | −17−0.3% | Reduced |
| Park Place Capital Corp | 4,942 | $1.05M | 0.31% | −143−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,950 | $1.06M | 0.09% | +78+1.6% | Added |
| Kowal Investment Group, LLC | 4,951 | $1.06M | 0.28% | +10+0.2% | Added |
| JW Asset Management, LLC | 5,000 | $1.07M | 0.46% | +5,000 | New |
| Schechter Investment Advisors, LLC | 5,044 | $1.08M | 0.10% | −719−12.5% | Reduced |
| Capital Investment Advisors, LLC | 5,047 | $1.08M | 0.03% | −47−0.9% | Reduced |
| Claro Advisors LLC | 5,087 | $1.08M | 0.27% | +9+0.2% | Added |
| Tranquility Partners, LLC | 5,088 | $1.09M | 0.47% | −30−0.6% | Reduced |
| Texas Yale Capital Corp. | 5,094 | $1.09M | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,094 | $1.09M | 0.11% | +918+22.0% | Added |
| Optimum Investment Advisors | 5,101 | $1.09M | 0.56% | 00.0% | Unchanged |
| Excalibur Management Corp | 5,105 | $1.09M | 0.57% | −35−0.7% | Reduced |
| Matisse Capital | 5,145 | $1.10M | 0.77% | 00.0% | Unchanged |
| Graypoint LLC | 5,167 | $1.10M | 0.10% | +295+6.1% | Added |
| SFMG, LLC | 5,222 | $1.11M | 0.11% | +113+2.2% | Added |
| Northwest Bancshares, Inc. | 5,236 | $1.12M | 0.21% | +45+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 5,252 | $1.12M | 0.06% | +478+10.0% | Added |
| Fidelis Capital Partners, LLC | 5,277 | $1.13M | 0.38% | +95+1.8% | Added |
| Canton Hathaway, LLC | 5,300 | $1.13M | 0.36% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 5,300 | $1.13M | 0.21% | −2,900−35.4% | Reduced |
| Ifrah Financial Services, Inc. | 5,307 | $1.13M | 0.35% | −44−0.8% | Reduced |
| GYL Financial Synergies, LLC | 5,361 | $1.14M | 0.11% | +204+4.0% | Added |
| Smithfield Trust Co | 5,412 | $1.15M | 0.07% | −43−0.8% | Reduced |
| Lion Street Advisors, LLC | 5,427 | $1.16M | 0.38% | −5,209−49.0% | Reduced |
| GDS Wealth Management | 5,430 | $1.16M | 0.18% | −360−6.2% | Reduced |
| Ritholtz Wealth Management | 5,447 | $1.16M | 0.05% | +306+6.0% | Added |
| Eudaimonia Partners, LLC | 5,451 | $1.16M | 0.28% | −40−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,490 | $1.17M | 0.12% | −60−1.1% | Reduced |
| Great Diamond Partners, LLC | 5,504 | $1.17M | 0.32% | +2,113+62.3% | Added |
| River Street Advisors LLC | 5,508 | $1.17M | 1.11% | −2,849−34.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,513 | $1.18M | 0.05% | +25+0.5% | Added |
| Capstone Financial Advisors, Inc. | 5,531 | $1.18M | 0.09% | −127−2.2% | Reduced |
| Leavell Investment Management, Inc. | 5,549 | $1.18M | 0.08% | +1,081+24.2% | Added |
| First County Bank | 5,554 | $1.18M | 0.62% | +427+8.3% | Added |
| First Pacific Financial | 5,569 | $1.19M | 0.53% | −508−8.4% | Reduced |
| First City Capital Management, Inc. | 5,579 | $1.19M | 0.75% | −15−0.3% | Reduced |
| Cozad Asset Management Inc | 5,581 | $1.19M | 0.15% | −368−6.2% | Reduced |
| CoreFirst Bank & Trust | 5,585 | $1.19M | 0.85% | −401−6.7% | Reduced |
| IHT Wealth Management, LLC | 5,632 | $1.20M | 0.06% | +119+2.2% | Added |
| Journey Advisory Group, LLC | 5,632 | $1.20M | 0.18% | +839+17.5% | Added |
| Kornitzer Capital Management Inc | 5,703 | $1.22M | 0.03% | −342−5.7% | Reduced |
| Phocas Financial Corp. | 5,705 | $1.22M | 0.18% | −200−3.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,705 | $1.22M | 0.19% | +515+9.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,715 | $1.22M | 2.10% | +5,715 | New |
| PFG Investments, LLC | 5,717 | $1.22M | 0.23% | −140−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,758 | $1.23M | 0.13% | −2,529−30.5% | Reduced |
| Financial Insights, Inc. | 6,027 | $1.25M | 0.45% | +713+13.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,888 | $1.26M | 0.04% | +742+14.4% | Added |
| Desjardins Global Asset Management Inc. | 5,898 | $1.26M | 0.14% | +27+0.5% | Added |
| XTX Topco Ltd | 5,941 | $1.27M | 0.22% | +5,941 | New |
| Davy Global Fund Management Ltd | 5,993 | $1.28M | 0.26% | +1,861+45.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.28M | 0.48% | 00.0% | Unchanged |
| Greenland Capital Management LP | 6,000 | $1.28M | 0.15% | +6,000 | New |
| Azimuth Capital Investment Management LLC | 6,002 | $1.28M | 0.06% | +38+0.6% | Added |
| Platte River Wealth Advisors, LLC | 6,002 | $1.28M | 0.47% | +42+0.7% | Added |
| EFG Asset Management (North America) Corp. | 6,001 | $1.28M | 0.30% | +591+10.9% | Added |
| Horizon Investments, LLC | 6,043 | $1.28M | 0.04% | +396+7.0% | Added |
| Fulton Bank, N.A. | 6,041 | $1.29M | 0.06% | −204−3.3% | Reduced |
| Crawford Investment Counsel Inc | 6,041 | $1.29M | 0.03% | −14−0.2% | Reduced |
| WSFS Capital Management, LLC | 6,059 | $1.29M | 0.08% | −5−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,000 | $1.29M | 0.30% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,078 | $1.30M | 1.50% | −1,502−19.8% | Reduced |
| First National Advisers, LLC | 6,118 | $1.30M | 0.58% | +4,105+203.9% | Added |
| Panagora Asset Management Inc | 6,136 | $1.31M | 0.01% | +5+0.1% | Added |
| Wellington Shields Capital Management, LLC | 6,145 | $1.31M | 0.17% | +3,050+98.5% | Added |
| Ontario Teachers Pension Plan Board | 6,153 | $1.31M | 0.01% | +1,698+38.1% | Added |
| NovaPoint Capital, LLC | 6,183 | $1.32M | 0.52% | +220+3.7% | Added |
| Vinva Investment Management Ltd | 6,158 | $1.33M | 0.13% | −1,031−14.3% | Reduced |
| Fayez Sarofim & Co | 6,271 | $1.34M | 0.00% | +3,034+93.7% | Added |
| PDS Planning, Inc | 6,283 | $1.34M | 0.17% | +23+0.4% | Added |
| Live Oak Investment Partners | – | $1.34M | 1.16% | – | – |
| Graham Capital Management, L.P. | 6,308 | $1.35M | 0.04% | +6,308 | New |
| NEOS Investment Management LLC | 6,383 | $1.36M | 0.17% | +6,383 | New |
| Parallel Advisors, LLC | 6,387 | $1.36M | 0.05% | +147+2.4% | Added |
| CWA Asset Management Group, LLC | 6,400 | $1.36M | 0.10% | −1,386−17.8% | Reduced |
| Montecito Bank & Trust | 6,411 | $1.37M | 0.32% | −90−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,801 | $1.37M | 0.02% | +5,904+658.2% | Added |
| Foster Group, Inc. | 6,418 | $1.37M | 0.08% | +18+0.3% | Added |
| AdvisorNet Financial, Inc | 6,429 | $1.37M | 0.12% | −1,310−16.9% | Reduced |
| Darwin Advisors, LLC | 6,444 | $1.37M | 0.37% | +35+0.5% | Added |
| Principle Wealth Partners LLC | 6,451 | $1.38M | 0.14% | −35−0.5% | Reduced |
| Glenview Trust Co | 6,453 | $1.38M | 0.04% | +8+0.1% | Added |
| Smith, Moore & Co. | 6,466 | $1.38M | 0.18% | +152+2.4% | Added |
| SlateStone Wealth, LLC | 6,471 | $1.38M | 0.20% | +5,386+496.4% | Added |
| LCNB Corp | 6,474 | $1.38M | 0.61% | −111−1.7% | Reduced |
| Allworth Financial LP | 6,481 | $1.38M | 0.01% | +341+5.6% | Added |