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Livermore
ZHEN

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, Q4 2023

Institutional positions in Eaton Corp plc as of Dec 31, 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
1,822
+186 vs. Q3 2023
Shares held
332.2M
+2.80M (+0.9%) vs. Q3 2023
Total value
$80.0B
+$9.73B (+13.8%) vs. Q3 2023
New holders
266
628 more added
Sold out
80
668 more reduced

28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,822 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: 1,628 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,822 institutionsQ1 2024: 2,010 institutionsQ2 2024: 2,084 institutionsQ3 2024: 2,131 institutionsQ4 2024: 2,287 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,329 institutionsQ3 2025: 2,393 institutionsQ4 2025: 2,472 institutionsQ1 2026: 2,533 institutionsQ2 2026: 2,686 institutions
Value heldQ4 2023: $80.0B
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 20262,533$116.2B
Q4 20252,472$102.5B
Q3 20252,393$119.3B
Q2 20252,329$117.1B
Q1 20252,196$88.7B
Q4 20242,287$107.8B
Q3 20242,131$107.0B
Q2 20242,084$103.3B
Q1 20242,010$103.7B
Q4 20231,822$80.0B
Q3 20231,664$70.7B
Q2 20231,628$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, Q4 2023

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2023.

Institutions holding ETN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC3$7220.00%00.0%Unchanged
True Wealth Design, LLC4$9640.00%00.0%Unchanged
First PREMIER Bank6$1.00K0.00%+6New
CGC Financial Services, LLC5$1.20K0.00%00.0%Unchanged
Clear Point Advisors Inc.5$1.20K0.00%+5New
Aspire Private Capital, LLC6$1.44K0.00%+6New
WealthCollab, LLC6$1.45K0.00%+6New
Tfo-TDC, LLC8$1.93K0.00%00.0%Unchanged
Broadwater Capital Management LLC8$1.93K0.00%+8New
Able Wealth Management LLC9$2.06K0.00%+9New
Caldwell Sutter Capital, Inc.10$2.41K0.00%−30−75.0%Reduced
Longfellow Investment Management Co LLC10$2.41K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC12$2.89K0.00%−84−87.5%Reduced
TSFG, LLC11$3.00K0.00%−27−71.1%Reduced
Psagot Value Holdings Ltd. / (Israel)11$3.00K0.00%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.13$3.00K0.00%+13New
Perritt Capital Management Inc14$3.37K0.00%00.0%Unchanged
Life Planning Partners, Inc14$3.37K0.00%+14New
Macroview Investment Management LLC16$3.85K0.00%−38−70.4%Reduced
ClariVest Asset Management LLC17$4.09K0.00%+7+70.0%Added
Investors Research Corp19$4.58K0.00%+19New
Global Financial Private Client, LLC20$4.82K0.00%00.0%Unchanged
Custom Portfolio Group LLC20$4.82K0.00%+20New
Frank, Rimerman Advisors LLC21$5.06K0.00%+21New
Rakuten Securities, Inc.21$5.06K0.00%+21New
Addison Advisors LLC21$5.06K0.00%+9+75.0%Added
Atticus Wealth Management, LLC25$6.02K0.00%00.0%Unchanged
Birchbrook, Inc.25$6.02K0.00%+25New
Avion Wealth27$7.00K0.00%−10−27.0%Reduced
Hoey Investments, Inc30$7.22K0.00%−104−77.6%Reduced
Mine & Arao Wealth Creation & Management, LLC.34$8.19K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$8.43K0.00%00.0%Unchanged
Atlantic Trust, LLC35$8.43K0.00%00.0%Unchanged
Atwood & Palmer Inc35$8.43K0.00%+5+16.7%Added
Annapolis Financial Services, LLC36$8.67K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$8.67K0.01%00.0%Unchanged
SJS Investment Consulting Inc.36$8.67K0.00%−2−5.3%Reduced
JNBA Financial Advisors37$8.91K0.00%−23−38.3%Reduced
Coston, McIsaac & Partners40$9.00K0.00%00.0%Unchanged
Red Tortoise LLC38$9.15K0.01%00.0%Unchanged
Central Bank & Trust Co42$10.1K0.00%00.0%Unchanged
Toth Financial Advisory Corp42$10.1K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group43$10.4K0.00%+3+7.5%Added
New Millennium Group LLC44$10.7K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.45$11.0K0.01%+45New
Solstein Capital, LLC46$11.1K0.01%00.0%Unchanged
Advisors Preferred, LLC47$11.2K0.00%00.0%Unchanged
Global Wealth Strategies & Associates48$11.6K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC48$11.6K0.01%+48New
Lummis Asset Management, LP48$11.6K0.01%+48New
CarsonAllaria Wealth Management, Ltd.50$12.0K0.01%00.0%Unchanged
Horizons Wealth Management50$12.0K0.01%00.0%Unchanged
WFA Asset Management Corp50$12.0K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co50$12.0K0.00%+50New
Gold Investment Management Ltd.50$12.0K0.01%+50New
Northwest Capital Management Inc51$12.3K0.00%00.0%Unchanged
Aspect Partners, LLC51$12.3K0.01%+51New
First Personal Financial Services53$12.8K0.00%00.0%Unchanged
Laffer Tengler Investments65$15.7K0.00%+65New
Cherry Tree Wealth Management, LLC68$16.4K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC69$16.5K0.00%−5−6.8%Reduced
Semmax Financial Advisors Inc.61$16.6K0.01%00.0%Unchanged
Pineridge Advisors LLC70$16.9K0.01%+70New
Versant Capital Management, Inc78$18.8K0.01%+4+5.4%Added
Credential Qtrade Securities Inc.80$19.3K0.00%+80New
Eagle Bay Advisors LLC81$19.5K0.01%−13−13.8%Reduced
Northwest Financial Advisors81$19.6K0.02%+81New
Financial Synergies Wealth Advisors, Inc.125$19.6K0.00%00.0%Unchanged
Planning Capital Management Corp82$19.7K0.02%+82New
Abound Wealth Management83$20.0K0.01%+14+20.3%Added
Sofos Investments, Inc.84$20.1K0.01%+82+4,100.0%Added
Archer Investment Corp86$20.7K0.01%00.0%Unchanged
Acima Private Wealth, LLC89$21.4K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC92$22.2K0.00%−102−52.6%Reduced
Carmichael Hill & Associates, Inc.98$23.6K0.01%00.0%Unchanged
Pacifica Partners Inc.106$23.9K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.100$24.1K0.01%00.0%Unchanged
JDM Financial Group LLC100$24.1K0.02%00.0%Unchanged
MB, Levis & Associates, LLC101$24.3K0.01%00.0%Unchanged
Beacon Capital Management, LLC118$25.2K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners105$25.4K0.01%+105New
Raffa Wealth Management, LLC108$26.0K0.01%00.0%Unchanged
Provence Wealth Management Group108$26.0K0.01%00.0%Unchanged
Dunhill Financial, LLC109$26.3K0.02%+109New
Richard W. Paul & Associates, LLC116$27.9K0.01%00.0%Unchanged
DAGCO, Inc.118$28.4K0.03%−21,599−99.5%Reduced
Guardian Wealth Management, Inc.118$28.4K0.02%00.0%Unchanged
Dynamic Wealth Strategies, LLC118$28.4K0.03%+118New
Magellan Asset Management Ltd119$28.7K0.00%00.0%Unchanged
Clear Investment Research, LLC122$29.4K0.04%+122New
Tradewinds Capital Management, LLC123$29.6K0.01%+12+10.8%Added
RFP Financial Group LLC125$30.1K0.01%−64−33.9%Reduced
Financial Perspectives, Inc125$30.1K0.01%+1+0.8%Added
Valued Wealth Advisors LLC144$30.7K0.03%+144New
City State Bank133$32.0K0.02%−31−18.9%Reduced
Arlington Partners LLC133$32.0K0.01%−1,280−90.6%Reduced
Glass Jacobson Investment Advisors llc135$32.5K0.01%−11−7.5%Reduced
Chilton Capital Management LLC145$34.9K0.00%+145New
Evolution Advisers, Inc.150$36.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC150$36.1K0.01%00.0%Unchanged