Skip to main content

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
1,663
+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
669 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.

Institutional holdersQ3 2023: 1,663 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,627 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,821 institutionsQ1 2024: 2,009 institutionsQ2 2024: 2,083 institutionsQ3 2024: 2,130 institutionsQ4 2024: 2,286 institutionsQ1 2025: 2,195 institutionsQ2 2025: 2,328 institutionsQ3 2025: 2,392 institutionsQ4 2025: 2,471 institutionsQ1 2026: 2,532 institutionsQ2 2026: 2,686 institutions
Value heldQ3 2023: $70.7B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,532$116.2B
Q4 20252,471$102.5B
Q3 20252,392$119.3B
Q2 20252,328$117.1B
Q1 20252,195$88.7B
Q4 20242,286$107.8B
Q3 20242,130$107.0B
Q2 20242,083$103.3B
Q1 20242,009$103.7B
Q4 20231,821$80.0B
Q3 20231,663$70.7B
Q2 20231,627$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q2 2023.

Institutions holding ETN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First National Bank of Omaha50,324$10.7M0.70%−3,843−7.1%Reduced
Ledyard National Bank50,191$10.7M1.22%−1,739−3.3%Reduced
Eliot Finkel Investment Counsel, LLC49,815$10.6M7.14%−4,725−8.7%Reduced
Illinois Municipal Retirement Fund49,368$10.5M0.20%−2,324−4.5%Reduced
Moors & Cabot, Inc.49,075$10.5M0.71%−927−1.9%Reduced
Trust Co of Vermont48,641$10.4M0.70%+719+1.5%Added
ARS Investment Partners, LLC48,612$10.4M1.29%+230+0.5%Added
Rice Partnership, LLC48,370$10.3M2.92%−99−0.2%Reduced
Lido Advisors, LLC48,331$10.3M0.12%−15,256−24.0%Reduced
Twinbeech Capital LP48,151$10.3M0.20%+48,151New
Colonial Trust Advisors47,700$10.2M1.17%−1,568−3.2%Reduced
Hamilton Point Investment Advisors, LLC46,632$9.95M2.46%+98+0.2%Added
Nissay Asset Management Corp46,253$9.86M0.09%+1,604+3.6%Added
Balyasny Asset Management LLC45,792$9.77M0.03%+30,788+205.2%Added
O'Shaughnessy Asset Management, LLC44,685$9.53M0.14%+9,854+28.3%Added
RNC Capital Management LLC43,862$9.35M0.58%−2,881−6.2%Reduced
Northstar Asset Management Inc43,773$9.34M2.98%−431−1.0%Reduced
Bourgeon Capital Management LLC43,705$9.32M2.19%−124−0.3%Reduced
McDonald Partners LLC43,629$9.31M3.03%+448+1.0%Added
Two Point Capital Management, Inc.43,415$9.26M5.10%+635+1.5%Added
EagleClaw Capital Managment, LLC43,075$9.19M2.09%+275+0.6%Added
Exencial Wealth Advisors, LLC42,290$9.02M0.44%−46,946−52.6%Reduced
Haverford Financial Services, Inc.42,219$9.00M2.90%−94−0.2%Reduced
Cerity Partners LLC42,184$9.00M0.04%−16,845−28.5%Reduced
Jefferies Financial Group Inc.41,997$8.96M0.22%+23,490+126.9%Added
Kovitz Investment Group Partners, LLC41,670$8.89M0.16%−21,493−34.0%Reduced
Point72 Asset Management, L.P.41,598$8.87M0.03%−221,702−84.2%Reduced
Bartlett & Co. LLC41,489$8.85M0.16%+76+0.2%Added
Bartlett & Co. Wealth Management LLC41,489$8.85M0.16%+76+0.2%Added
Meiji Yasuda Asset Management Co Ltd.41,345$8.82M0.41%+2,341+6.0%Added
JustInvest LLC40,814$8.70M0.26%+2,677+7.0%Added
Braun Stacey Associates Inc40,506$8.64M0.42%+83+0.2%Added
WealthBridge Investment Counsel Inc.40,120$8.56M3.73%−1,585−3.8%Reduced
D. E. Shaw & Co., Inc.39,930$8.52M0.01%+2,648+7.1%Added
Dai-Ichi Life Insurance Company, Ltd39,887$8.51M0.19%+14,651+58.1%Added
Adell Harriman & Carpenter Inc39,697$8.47M0.88%−620−1.5%Reduced
Summit Financial Wealth Advisors, LLC39,100$8.44M2.07%−2,483−6.0%Reduced
Nicholas Company, Inc.39,260$8.37M0.17%−4,565−10.4%Reduced
Altrius Capital Management Inc38,670$8.25M2.45%−590−1.5%Reduced
Sit Investment Associates Inc38,442$8.20M0.22%−7,507−16.3%Reduced
Wealthfront Advisers LLC38,129$8.13M0.04%+1,404+3.8%Added
Forbes J M & Co LLP37,910$8.09M1.05%+231+0.6%Added
Marvin & Palmer Associates Inc37,836$8.07M5.23%−9,014−19.2%Reduced
Gulf International Bank (UK) Ltd37,767$8.05M0.23%−4,258−10.1%Reduced
MML Investors Services, LLC37,731$8.05M0.04%−1,526−3.9%Reduced
Brown Advisory Inc37,399$7.98M0.01%+1,871+5.3%Added
Andra AP-fonden37,300$7.96M0.47%+3,500+10.4%Added
Harrell Investment Partners, LLC37,765$7.94M2.70%+2,106+5.9%Added
Beacon Financial Group34,337$7.91M1.12%−502−1.4%Reduced
Fiduciary Alliance LLC36,923$7.87M1.82%−2,701−6.8%Reduced
Speece Thorson Capital Group Inc36,305$7.74M1.71%−19,165−34.6%Reduced
British Columbia Investment Management Corp36,247$7.73M0.07%+352+1.0%Added
Estabrook Capital Management36,118$7.70M1.36%−413−1.1%Reduced
Cresset Asset Management, LLC35,984$7.67M0.05%−4,018−10.0%Reduced
Boston Family Office LLC35,437$7.56M0.62%+6,333+21.8%Added
L & S Advisors Inc35,070$7.48M1.07%−4,081−10.4%Reduced
Avalon Global Asset Management LLC35,000$7.46M3.62%+5,000+16.7%Added
Hudson Bay Capital Management LP35,000$7.46M0.07%+35,000New
Thrivent Financial for Lutherans34,434$7.36M0.02%−34,836−50.3%Reduced
Kestra Private Wealth Services, LLC34,449$7.35M0.23%+4,856+16.4%Added
Waratah Capital Advisors Ltd.34,410$7.34M0.34%−43,660−55.9%Reduced
Bain Capital Public Equity, LP34,159$7.29M6.35%+34,159New
Spring Capital Management, LLC34,078$7.27M6.11%−290−0.8%Reduced
KBC Group NV34,067$7.26M0.03%−59,398−63.6%Reduced
Stock Yards Bank & Trust Co33,940$7.24M0.28%+1,010+3.1%Added
Kentucky Retirement Systems33,637$7.17M0.25%+1,589+5.0%Added
Elo Mutual Pension Insurance Co33,361$7.12M0.22%+609+1.9%Added
United Capital Financial Advisers, LLC33,213$7.08M0.05%−4,126−11.1%Reduced
Moore Capital Management, LP33,205$7.08M0.19%−24,158−42.1%Reduced
Pathstone Family Office, LLC32,749$6.99M0.05%+14,928+83.8%Added
Integrated Advisors Network LLC32,575$6.95M0.43%−943−2.8%Reduced
Cubist Systematic Strategies, LLC32,419$6.91M0.09%+32,319+32,319.0%Added
Summitry LLC32,241$6.88M0.45%−739−2.2%Reduced
Pegasus Asset Management, Inc.32,185$6.86M3.19%+42+0.1%Added
Rafferty Asset Management, LLC31,733$6.77M0.04%+2,985+10.4%Added
Carret Asset Management, LLC31,587$6.74M0.94%−1,870−5.6%Reduced
iA Global Asset Management Inc.31,525$6.72M0.18%−8,585−21.4%Reduced
Tower Bridge Advisors31,409$6.70M0.62%+1,000+3.3%Added
USS Investment Management Ltd31,100$6.64M0.07%00.0%Unchanged
Colony Group LLC30,982$6.61M0.10%−16,061−34.1%Reduced
Oregon Public Employees Retirement Fund30,891$6.59M0.09%−122−0.4%Reduced
Brinker Capital Investments, LLC30,728$6.55M0.08%+4,353+16.5%Added
Orion Portfolio Solutions, LLC30,728$6.55M0.08%+4,353+16.5%Added
Maryland State Retirement & Pension System30,672$6.54M0.15%+250+0.8%Added
AMJ Financial Wealth Management30,243$6.45M2.97%−196−0.6%Reduced
Gotham Asset Management, LLC30,002$6.40M0.13%−5,196−14.8%Reduced
Winslow Asset Management Inc29,860$6.37M1.48%−654−2.1%Reduced
Atlantic Union Bankshares Corp29,743$6.34M0.65%−1,298−4.2%Reduced
Advisory Services Network, LLC29,343$6.26M0.17%+1,112+3.9%Added
Perkins Coie Trust Co28,852$6.15M1.74%−130−0.4%Reduced
Jackson Wealth Management, LLC28,837$6.15M0.88%−74−0.3%Reduced
Citizens National Bank Trust Department28,809$6.14M1.69%−1,690−5.5%Reduced
Securian Asset Management, Inc28,607$6.10M0.18%−3,849−11.9%Reduced
Compagnie Lombard Odier SCmA28,561$6.09M0.14%+21,232+289.7%Added
AE Wealth Management LLC28,511$6.08M0.04%+5,117+21.9%Added
Richard Bernstein Advisors LLC28,429$6.06M0.14%00.0%Unchanged
Hendley & Co Inc28,195$6.01M2.42%00.0%Unchanged
River Wealth Advisors LLC28,074$5.99M1.07%−77−0.3%Reduced
Rheos Capital Works Inc.28,000$5.97M0.36%+28,000New
ING Groep NV27,791$5.93M0.05%−31,148−52.8%Reduced