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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,686 | $140.6B |
| Q1 2026 | 2,532 | $116.2B |
| Q4 2025 | 2,471 | $102.5B |
| Q3 2025 | 2,392 | $119.3B |
| Q2 2025 | 2,328 | $117.1B |
| Q1 2025 | 2,195 | $88.7B |
| Q4 2024 | 2,286 | $107.8B |
| Q3 2024 | 2,130 | $107.0B |
| Q2 2024 | 2,083 | $103.3B |
| Q1 2024 | 2,009 | $103.7B |
| Q4 2023 | 1,821 | $80.0B |
| Q3 2023 | 1,663 | $70.7B |
| Q2 2023 | 1,627 | $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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 27,716 | $5.91M | 0.78% | +1,944+7.5% | Added |
| Country Club Bank | 27,249 | $5.87M | 0.48% | −1,767−6.1% | Reduced |
| Hantz Financial Services, Inc. | 27,310 | $5.83M | 0.15% | +570+2.1% | Added |
| Ethic Inc. | 27,303 | $5.82M | 0.20% | +2,517+10.2% | Added |
| Ellsworth Advisors, LLC | 29,124 | $5.82M | 2.07% | −356−1.2% | Reduced |
| Hartford Investment Management Co | 27,183 | $5.80M | 0.23% | −789−2.8% | Reduced |
| Annex Advisory Services, LLC | 27,143 | $5.79M | 0.35% | −12,643−31.8% | Reduced |
| Sandler Capital Management | 27,039 | $5.77M | 0.97% | −68,729−71.8% | Reduced |
| Private Asset Management Inc | 26,945 | $5.75M | 1.35% | −745−2.7% | Reduced |
| Beech Hill Advisors, Inc. | 26,873 | $5.73M | 2.89% | −3,024−10.1% | Reduced |
| FIL Ltd | 26,736 | $5.70M | 0.01% | +26,736 | New |
| Avitas Wealth Management LLC | 26,647 | $5.68M | 1.08% | −127−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 26,438 | $5.64M | 1.41% | +186+0.7% | Added |
| Smith, Salley & Associates | 26,211 | $5.59M | 0.41% | −5,864−18.3% | Reduced |
| Rathbone Brothers plc | 26,157 | $5.58M | 0.04% | −3,083−10.5% | Reduced |
| SG Americas Securities, LLC | 26,124 | $5.57M | 0.07% | +2,880+12.4% | Added |
| Pacer Advisors, Inc. | 26,107 | $5.57M | 0.02% | +868+3.4% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 26,100 | $5.57M | 0.01% | +26,100 | New |
| Highland Capital Management, LLC | 26,053 | $5.56M | 0.38% | −1,969−7.0% | Reduced |
| Clearstead Advisors, LLC | 25,995 | $5.54M | 0.34% | +1,361+5.5% | Added |
| Westhampton Capital, LLC | 25,867 | $5.52M | 3.55% | −999−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 25,469 | $5.43M | 0.94% | −1,615−6.0% | Reduced |
| Private Advisor Group, LLC | 24,825 | $5.29M | 0.05% | −343−1.4% | Reduced |
| Navellier & Associates Inc | 24,746 | $5.28M | 0.90% | +1,932+8.5% | Added |
| Louisiana State Employees Retirement System | 24,700 | $5.27M | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,645 | $5.26M | 0.06% | +2,193+9.8% | Added |
| Boyd Watterson Asset Management LLC | 24,530 | $5.23M | 2.29% | +1,993+8.8% | Added |
| Consolidated Planning Corp | 24,491 | $5.22M | 1.16% | +518+2.2% | Added |
| Tower Research Capital LLC (TRC) | 23,940 | $5.11M | 0.16% | +13,347+126.0% | Added |
| Providence Capital Advisors, LLC | 23,934 | $5.10M | 1.34% | −5,502−18.7% | Reduced |
| Davenport & Co LLC | 23,890 | $5.10M | 0.04% | +1,480+6.6% | Added |
| Neville Rodie & Shaw Inc | 23,734 | $5.06M | 0.45% | −55−0.2% | Reduced |
| NewEdge Wealth, LLC | 23,549 | $5.02M | 0.16% | +868+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 23,544 | $5.02M | 0.05% | −942−3.8% | Reduced |
| Selway Asset Management | 23,430 | $5.00M | 2.30% | −650−2.7% | Reduced |
| Assetmark, Inc | 23,331 | $4.98M | 0.02% | +1,812+8.4% | Added |
| Toroso Investments, LLC | 23,146 | $4.94M | 0.15% | +6,680+40.6% | Added |
| Iowa State Bank | 22,926 | $4.89M | 1.27% | −684−2.9% | Reduced |
| Qube Research & Technologies Ltd | 22,572 | $4.81M | 0.01% | +22,572 | New |
| Stratos Wealth Partners, LTD. | 22,305 | $4.76M | 0.10% | +1,329+6.3% | Added |
| Sandy Spring Bank | 22,265 | $4.75M | 0.26% | −222−1.0% | Reduced |
| Massmutual Trust Co FSB | 22,197 | $4.73M | 0.17% | +553+2.6% | Added |
| Monte Financial Group, LLC | 22,073 | $4.71M | 2.38% | −8,011−26.6% | Reduced |
| Colonial Trust Co | 22,056 | $4.70M | 1.16% | −1,020−4.4% | Reduced |
| Dana Investment Advisors, Inc. | 22,054 | $4.70M | 0.24% | +1,642+8.0% | Added |
| CIBC World Markets Corp | 22,022 | $4.70M | 0.05% | −52,697−70.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,968 | $4.69M | 0.34% | −10,952−33.3% | Reduced |
| First Manhattan Co | 21,954 | $4.68M | 0.02% | +927+4.4% | Added |
| National Asset Management, Inc. | 21,933 | $4.68M | 0.13% | +1,142+5.5% | Added |
| Moseley Investment Management Inc | 21,832 | $4.66M | 2.78% | +209+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 21,740 | $4.64M | 0.12% | +1,022+4.9% | Added |
| Red Cedar Investment Management, LLC | 21,728 | $4.63M | 0.71% | +2,685+14.1% | Added |
| Ieq Capital, LLC | 21,716 | $4.63M | 0.09% | −679−3.0% | Reduced |
| Sycomore Asset Management | 21,542 | $4.58M | 1.17% | −2,156−9.1% | Reduced |
| Reliant Investment Management, LLC | 21,415 | $4.57M | 2.66% | −100−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 21,351 | $4.55M | 0.27% | −68−0.3% | Reduced |
| Banque Pictet & Cie SA | 21,300 | $4.54M | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,215 | $4.53M | 0.01% | +4,891+30.0% | Added |
| New Mexico Educational Retirement Board | 20,760 | $4.43M | 0.19% | +1,400+7.2% | Added |
| Advisor Partners II, LLC | 20,594 | $4.39M | 0.18% | +380+1.9% | Added |
| Northwest Wealth Management, LLC | 20,506 | $4.37M | 1.57% | −42−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,158 | $4.30M | 0.31% | +644+3.3% | Added |
| Stonebridge Capital Advisors LLC | 20,065 | $4.28M | 0.47% | −1,321−6.2% | Reduced |
| Hartford Financial Management Inc. | 20,000 | $4.27M | 1.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 19,830 | $4.23M | 0.35% | −8,093−29.0% | Reduced |
| Gratus Capital LLC | 19,740 | $4.21M | 0.29% | +67+0.3% | Added |
| StrongBox Wealth, LLC | 19,688 | $4.20M | 2.67% | −453−2.2% | Reduced |
| Phoenix Wealth Advisors | 19,673 | $4.20M | 2.47% | +107+0.5% | Added |
| Metis Global Partners, LLC | 19,643 | $4.19M | 0.20% | +2,476+14.4% | Added |
| Beacon Pointe Advisors, LLC | 19,613 | $4.18M | 0.05% | +3,011+18.1% | Added |
| Mystic Asset Management, Inc. | 19,597 | $4.18M | 2.35% | −450−2.2% | Reduced |
| Daymark Wealth Partners, LLC | 19,521 | $4.16M | 0.29% | +3,667+23.1% | Added |
| Cetera Investment Advisers | 19,418 | $4.14M | 0.04% | −113−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 19,412 | $4.14M | 0.01% | −582−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,283 | $4.11M | 0.09% | −580−2.9% | Reduced |
| DAGCO, Inc. | 21,717 | $4.11M | 2.37% | +13,193+154.8% | Added |
| Boothbay Fund Management, LLC | 19,157 | $4.09M | 0.14% | +2,478+14.9% | Added |
| Windward Capital Management Co | 19,107 | $4.08M | 0.40% | −16−0.1% | Reduced |
| Wright Investors Service Inc | 19,058 | $4.06M | 1.18% | +274+1.5% | Added |
| First National Trust Co | 19,053 | $4.06M | 0.19% | −1,370−6.7% | Reduced |
| Sequoia Financial Advisors, LLC | 18,928 | $4.04M | 0.07% | +1,126+6.3% | Added |
| Strategy Asset Managers LLC | 18,897 | $4.03M | 1.05% | −13,437−41.6% | Reduced |
| Trustmark National Bank Trust Department | 18,868 | $4.02M | 0.40% | +6,106+47.8% | Added |
| Schwartz Investment Counsel Inc | 18,831 | $4.02M | 0.17% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 18,798 | $4.01M | 0.50% | +566+3.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,725 | $3.99M | 0.27% | −11,773−38.6% | Reduced |
| Howland Capital Management LLC | 18,723 | $3.99M | 0.23% | −195−1.0% | Reduced |
| Icon Wealth Partners, LLC | 18,642 | $3.98M | 0.45% | −683−3.5% | Reduced |
| Janney Capital Management LLC | 18,604 | $3.97M | 0.31% | +1,122+6.4% | Added |
| Kingsview Wealth Management, LLC | 18,542 | $3.95M | 0.14% | +168+0.9% | Added |
| Prospera Financial Services Inc | 18,491 | $3.94M | 0.15% | +796+4.5% | Added |
| Zions Bancorporation, N.A. | 18,414 | $3.93M | 0.34% | −44−0.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,379 | $3.92M | 3.05% | −1,365−6.9% | Reduced |
| Cullen Capital Management LLC | 18,313 | $3.91M | 0.05% | −3,632−16.6% | Reduced |
| Princeton Global Asset Management LLC | 18,311 | $3.91M | 1.11% | +1,789+10.8% | Added |
| Dakota Wealth Management | 18,141 | $3.87M | 0.17% | −895−4.7% | Reduced |
| Argent Trust Co | 18,119 | $3.86M | 0.21% | +1,404+8.4% | Added |
| Ameritas Investment Partners, Inc. | 18,084 | $3.86M | 0.15% | −1,332−6.9% | Reduced |
| KCM Investment Advisors LLC | 17,955 | $3.83M | 0.17% | +179+1.0% | Added |
| Patton Fund Management, Inc. | 17,924 | $3.82M | 1.04% | +17,924 | New |