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
Consolidated Investment Group LLC17,900$3.82M0.74%00.0%Unchanged
Shorepoint Capital Partners LLC–$3.82M1.12%––
Pring Turner Capital Group Inc17,706$3.78M3.16%−117−0.7%Reduced
Sumitomo Life Insurance Co17,608$3.76M0.11%+2,720+18.3%Added
Fruth Investment Management17,552$3.74M1.11%−660−3.6%Reduced
Red Spruce Capital, LLC17,477$3.73M2.12%−62−0.4%Reduced
Leeward Financial Partners, LLC17,476$3.73M2.06%+463+2.7%Added
Central Trust Co17,400$3.71M0.11%+513+3.0%Added
Comprehensive Financial Consultants Institutional, Inc.17,325$3.70M1.94%+206+1.2%Added
Alps Advisors Inc17,312$3.69M0.03%+10,805+166.1%Added
EP Wealth Advisors, LLC17,286$3.69M0.06%−21,815−55.8%Reduced
Triasima Portfolio Management inc.17,200$3.67M0.34%+15,580+961.7%Added
Wunderlich Capital Managemnt17,125$3.65M1.80%−279−1.6%Reduced
Otter Creek Advisors, LLC17,100$3.65M3.80%+1,100+6.9%Added
Hoylecohen, LLC17,088$3.64M0.34%+1,126+7.1%Added
Greenleaf Trust17,082$3.64M0.04%−43−0.3%Reduced
Romano Brothers and Company17,009$3.63M0.56%−85−0.5%Reduced
Cantor Fitzgerald, L. P.16,974$3.62M0.10%−3,025−15.1%Reduced
Quantinno Capital Management LP16,803$3.58M0.16%+6,245+59.1%Added
Bank Julius Baer & Co. Ltd, Zurich16,768$3.58M0.02%+11,467+216.3%Added
Applied Capital LLC16,692$3.56M3.55%−275−1.6%Reduced
Retirement Planning Co of New England, Inc.16,689$3.56M1.98%+6,737+67.7%Added
Foster & Motley Inc16,660$3.55M0.29%−417−2.4%Reduced
Prudential PLC16,636$3.55M0.04%−14,052−45.8%Reduced
Cornerstone Wealth Group, LLC16,580$3.54M0.63%−1,100−6.2%Reduced
Metropolitan Life Insurance Co16,509$3.52M0.18%−862−5.0%Reduced
Cornerstone Advisors, LLC16,500$3.52M0.16%−500−2.9%Reduced
Lighthouse Investment Partners, LLC16,500$3.52M0.21%+16,500New
Putnam Investments LLC16,466$3.51M0.01%−1,729−9.5%Reduced
Winton Group Ltd16,402$3.50M0.29%+16,402New
Northcape Wealth Management, LLC16,337$3.48M1.33%−198−1.2%Reduced
Apollon Wealth Management, LLC16,312$3.48M0.17%+805+5.2%Added
Fiduciary Trust Co16,263$3.47M0.06%+100+0.6%Added
Freestone Capital Holdings, LLC16,233$3.46M0.18%+1,363+9.2%Added
Northwest & Ethical Investments L.P.16,110$3.44M0.12%+16,110New
Banco de Sabadell, S.A16,018$3.42M2.96%−2,726−14.5%Reduced
Midwest Professional Planners, LTD.15,973$3.41M1.53%+759+5.0%Added
Patten Group, Inc.15,756$3.36M1.00%−122−0.8%Reduced
Wambolt & Associates, LLC15,714$3.30M1.20%+720+4.8%Added
Old Second National Bank of Aurora15,465$3.30M1.00%−6,014−28.0%Reduced
Levin Capital Strategies, L.P.15,300$3.26M0.41%00.0%Unchanged
Siemens Fonds Invest GmbH15,269$3.26M0.33%−4,878−24.2%Reduced
Shelton Capital Management15,229$3.25M0.12%+813+5.6%Added
Plimoth Trust Co LLC15,205$3.24M1.02%−613−3.9%Reduced
Kentucky Retirement Systems Insurance Trust Fund15,018$3.20M0.25%+709+5.0%Added
Brasada Capital Management, LP14,894$3.18M0.74%+580+4.1%Added
Snowden Capital Advisors LLC14,814$3.16M0.13%+785+5.6%Added
Capital City Trust Co14,804$3.16M1.04%−685−4.4%Reduced
Sigma Planning Corp14,794$3.16M0.12%−1,741−10.5%Reduced
Strategic Advisors LLC14,794$3.16M0.62%+545+3.8%Added
Sawyer & Company, Inc14,795$3.15M1.47%−430−2.8%Reduced
SWS Partners14,706$3.14M1.16%−811−5.2%Reduced
Trust Co of Toledo NA14,692$3.13M0.62%+1,067+7.8%Added
Paloma Partners Management Co14,488$3.09M0.64%+3,115+27.4%Added
Doliver Advisors, LP14,475$3.09M0.93%−1,578−9.8%Reduced
Bouvel Investment Partners, LLC14,166$3.02M1.63%+187+1.3%Added
Suncoast Equity Management14,166$3.02M0.46%+1,265+9.8%Added
South Street Advisors LLC14,050$3.00M0.60%00.0%Unchanged
Tandem Capital Management Corp13,925$2.97M2.04%00.0%Unchanged
Engineers Gate Manager LP13,913$2.97M0.11%+10,488+306.2%Added
Wetherby Asset Management Inc13,825$2.95M0.17%−67−0.5%Reduced
Prime Capital Investment Advisors, LLC13,822$2.95M0.06%−30,921−69.1%Reduced
New Hampshire Trust13,716$2.93M0.79%+236+1.8%Added
St. Clair Advisors, LLC13,674$2.92M1.15%00.0%Unchanged
Moneta Group Investment Advisors LLC13,592$2.90M0.07%+9,915+269.6%Added
Transcend Wealth Collective, LLC13,576$2.90M0.28%+40+0.3%Added
Castleark Management LLC13,575$2.90M0.15%−13,575−50.0%Reduced
Norinchukin Bank, The13,574$2.90M0.07%−4,051−23.0%Reduced
Larson Financial Group LLC13,489$2.88M0.28%+171+1.3%Added
Crestwood Advisors Group LLC13,413$2.86M0.08%+13,413New
ExodusPoint Capital Management, LP13,321$2.84M0.04%−118,903−89.9%Reduced
Fifth Third Wealth Advisors LLC13,287$2.83M1.14%+5,762+76.6%Added
Point72 Middle East FZE13,183$2.81M0.17%+13,183New
U.S. Capital Wealth Advisors, LLC13,122$2.80M0.13%+1,652+14.4%Added
Peapack Gladstone Financial Corp13,084$2.79M0.05%−668−4.9%Reduced
Capital Analysts, LLC13,063$2.79M0.16%−858−6.2%Reduced
Virtu Financial LLC13,055$2.78M0.28%+4,816+58.5%Added
United Community Bank12,910$2.75M1.35%+1,239+10.6%Added
Atria Wealth Solutions, Inc.12,825$2.74M0.04%−1,244−8.8%Reduced
Schonfeld Strategic Advisors LLC12,753$2.72M0.03%+12,753New
J. W. Coons Advisors, LLC12,714$2.71M0.78%+205+1.6%Added
Cypress Capital, LLC12,702$2.71M0.79%−134−1.0%Reduced
Appian Way Asset Management LP12,638$2.70M0.92%+12,638New
Holderness Investments Co12,615$2.69M1.05%−45−0.4%Reduced
Verition Fund Management LLC12,431$2.65M0.04%+6,803+120.9%Added
Lipe & Dalton12,392$2.64M1.59%−80−0.6%Reduced
Independent Solutions Wealth Management, LLC12,343$2.63M0.72%00.0%Unchanged
Portland Global Advisors LLC12,302$2.62M0.44%+101+0.8%Added
Ostrum Asset Management12,269$2.62M0.24%−20,481−62.5%Reduced
CWM, LLC12,250$2.61M0.02%+1,321+12.1%Added
Pekin Hardy Strauss, Inc.12,200$2.60M0.41%−157−1.3%Reduced
NBT Bank N A12,132$2.59M0.25%+2,134+21.3%Added
Bridges Investment Management Inc12,040$2.57M0.09%−1,600−11.7%Reduced
West Michigan Advisors, LLC12,015$2.56M1.37%+63+0.5%Added
Cullinan Associates Inc12,008$2.56M0.15%−4,636−27.9%Reduced
Oxford Financial Group Ltd11,995$2.56M0.22%−1,242−9.4%Reduced
Resource Consulting Group Inc11,900$2.54M0.49%00.0%Unchanged
BancorpSouth Bank11,874$2.53M0.22%−73−0.6%Reduced
Bowman & Co S.C.11,843$2.53M2.01%+585+5.2%Added
Busey Wealth Management11,806$2.52M0.11%−722−5.8%Reduced