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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 4,456 | $1.07M | 0.29% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,460 | $1.07M | 0.37% | +4,460 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,465 | $1.08M | 1.14% | +4,465 | New |
| Covenant Asset Management, LLC | 4,493 | $1.08M | 0.30% | +284+6.7% | Added |
| Evermay Wealth Management LLC | 4,512 | $1.09M | 0.20% | −101−2.2% | Reduced |
| Banque Cantonale Vaudoise | 4,522 | $1.09M | 0.05% | −3,536−43.9% | Reduced |
| Northern Financial Advisors Inc | 4,538 | $1.09M | 0.92% | −26−0.6% | Reduced |
| Marcum Wealth, LLC | 4,545 | $1.09M | 0.12% | −206−4.3% | Reduced |
| IVC Wealth Advisors LLC | 4,562 | $1.10M | 0.68% | −53−1.1% | Reduced |
| Provenance Wealth Advisors, LLC | 4,568 | $1.10M | 0.15% | −331−6.8% | Reduced |
| Highline Wealth Partners LLC | 4,568 | $1.10M | 0.53% | −57−1.2% | Reduced |
| Arden Trust Co | 4,574 | $1.10M | 0.16% | −60−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,579 | $1.10M | 0.07% | +321+7.5% | Added |
| Founders Financial Securities LLC | 4,614 | $1.11M | 0.12% | +175+3.9% | Added |
| Crawford Investment Counsel Inc | 4,629 | $1.11M | 0.02% | −1,412−23.4% | Reduced |
| Kinneret Advisory, LLC | 4,635 | $1.12M | 0.12% | −30−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,656 | $1.12M | 0.15% | +558+13.6% | Added |
| Farmers & Merchants Investments Inc | 4,677 | $1.13M | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,724 | $1.14M | 0.07% | −825−14.9% | Reduced |
| MTM Investment Management, LLC | 4,732 | $1.14M | 0.52% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 4,752 | $1.14M | 0.51% | +62+1.3% | Added |
| Capital Investment Advisors, LLC | 4,760 | $1.15M | 0.03% | −287−5.7% | Reduced |
| First City Capital Management, Inc. | 4,764 | $1.15M | 0.67% | −815−14.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,774 | $1.15M | 0.04% | +4,774 | New |
| CoreFirst Bank & Trust | 4,787 | $1.15M | 0.77% | −798−14.3% | Reduced |
| Thomasville National Bank | 4,805 | $1.16M | 0.10% | +11+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 4,810 | $1.16M | 0.10% | −680−12.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,829 | $1.16M | 0.10% | +4,829 | New |
| Dorsey & Whitney Trust CO LLC | 4,876 | $1.17M | 0.09% | −74−1.5% | Reduced |
| Quadrant Capital Group LLC | 4,892 | $1.18M | 0.10% | −202−4.0% | Reduced |
| Transatlantique Private Wealth LLC | 4,896 | $1.18M | 0.55% | +14+0.3% | Added |
| Stonegate Investment Group, LLC | 4,903 | $1.18M | 0.04% | +348+7.6% | Added |
| Schechter Investment Advisors, LLC | 4,923 | $1.19M | 0.10% | −121−2.4% | Reduced |
| NovaPoint Capital, LLC | 4,935 | $1.19M | 0.44% | −1,248−20.2% | Reduced |
| Brown Brothers Harriman & Co | 4,944 | $1.19M | 0.01% | +2,048+70.7% | Added |
| Davis Capital Management | 4,953 | $1.19M | 1.14% | +4,953 | New |
| Excalibur Management Corp | 4,955 | $1.19M | 0.56% | −150−2.9% | Reduced |
| Boston Financial Mangement LLC | 4,958 | $1.19M | 0.04% | +18+0.4% | Added |
| Kowal Investment Group, LLC | 4,960 | $1.19M | 0.28% | +9+0.2% | Added |
| Ifrah Financial Services, Inc. | 4,963 | $1.20M | 0.35% | −344−6.5% | Reduced |
| Tranquility Partners, LLC | 4,975 | $1.20M | 0.50% | −113−2.2% | Reduced |
| JW Asset Management, LLC | 5,000 | $1.20M | 0.69% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,004 | $1.21M | 0.04% | +262+5.5% | Added |
| Modern Wealth Management, LLC | 5,038 | $1.21M | 0.15% | +5,038 | New |
| Park Place Capital Corp | 5,061 | $1.22M | 0.49% | +119+2.4% | Added |
| Sigma Planning Corp | 5,077 | $1.22M | 0.10% | −9,717−65.7% | Reduced |
| Darden Wealth Group Inc | 5,077 | $1.22M | 1.18% | +5,077 | New |
| Northwest Bancshares, Inc. | 5,078 | $1.22M | 0.22% | −158−3.0% | Reduced |
| Saxon Interests, Inc. | 5,109 | $1.23M | 0.62% | +5,109 | New |
| Checchi Capital Advisers, LLC | 5,117 | $1.23M | 0.10% | +203+4.1% | Added |
| GYL Financial Synergies, LLC | 5,123 | $1.23M | 0.10% | −238−4.4% | Reduced |
| Matisse Capital | 5,145 | $1.24M | 0.66% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,149 | $1.24M | 0.06% | +55+1.1% | Added |
| Virtu Financial LLC | 5,153 | $1.24M | 0.10% | −7,902−60.5% | Reduced |
| Claro Advisors LLC | 5,174 | $1.25M | 0.27% | +87+1.7% | Added |
| Baader Bank INC | 5,200 | $1.25M | 0.11% | +2,600+100.0% | Added |
| Profund Advisors LLC | 5,211 | $1.25M | 0.05% | +647+14.2% | Added |
| SFMG, LLC | 5,217 | $1.26M | 0.12% | −5−0.1% | Reduced |
| Perigon Wealth Management, LLC | 5,257 | $1.27M | 0.04% | +1,787+51.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,259 | $1.27M | 0.12% | −499−8.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,291 | $1.27M | 0.11% | +1,745+49.2% | Added |
| Canton Hathaway, LLC | 5,300 | $1.28M | 0.38% | 00.0% | Unchanged |
| First Pacific Financial | 5,306 | $1.28M | 0.39% | −263−4.7% | Reduced |
| Eudaimonia Partners, LLC | 5,308 | $1.28M | 0.33% | −143−2.6% | Reduced |
| NWK Group, Inc. | 5,417 | $1.30M | 0.67% | +5,417 | New |
| Smithfield Trust Co | 5,447 | $1.31M | 0.07% | +35+0.6% | Added |
| Capstone Financial Advisors, Inc. | 5,466 | $1.32M | 0.09% | −65−1.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,470 | $1.32M | 1.28% | +5,470 | New |
| Valmark Advisers, Inc. | 5,480 | $1.32M | 0.02% | +667+13.9% | Added |
| PFG Investments, LLC | 5,492 | $1.32M | 0.25% | −225−3.9% | Reduced |
| Greenland Capital Management LP | 5,500 | $1.32M | 0.20% | −500−8.3% | Reduced |
| Invera Wealth Advisors, LLC | 5,514 | $1.33M | 0.83% | +5,514 | New |
| Schneider Downs Wealth Management Advisors, LP | 5,515 | $1.33M | 0.35% | −1,706−23.6% | Reduced |
| Quadcap Wealth Management, LLC | 5,532 | $1.33M | 0.34% | +5,532 | New |
| First County Bank | 5,567 | $1.34M | 0.65% | +13+0.2% | Added |
| Cozad Asset Management Inc | 5,581 | $1.34M | 0.15% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,595 | $1.35M | 0.05% | +82+1.5% | Added |
| Syon Capital LLC | 5,597 | $1.35M | 0.14% | +1,040+22.8% | Added |
| Journey Advisory Group, LLC | 5,632 | $1.36M | 0.18% | 00.0% | Unchanged |
| Graypoint LLC | 5,663 | $1.36M | 0.11% | +496+9.6% | Added |
| Mesirow Financial Investment Management, Inc. | 5,678 | $1.37M | 0.05% | +5,678 | New |
| Foster Group, Inc. | 6,418 | $1.37M | 0.08% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,699 | $1.37M | 1.51% | −379−6.2% | Reduced |
| Ritholtz Wealth Management | 5,724 | $1.38M | 0.05% | +277+5.1% | Added |
| GDS Wealth Management | 5,729 | $1.38M | 0.19% | +299+5.5% | Added |
| Cutler Group LP | 5,743 | $1.38M | 0.19% | −6,018−51.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,747 | $1.38M | 0.52% | −4,619−44.6% | Reduced |
| Empowered Funds, LLC | 5,783 | $1.39M | 0.03% | +873+17.8% | Added |
| Fulton Bank, N.A. | 5,789 | $1.39M | 0.06% | −252−4.2% | Reduced |
| Eudaimonia Advisors LLC | 5,799 | $1.40M | 0.90% | +1,499+34.9% | Added |
| IHT Wealth Management, LLC | 5,850 | $1.41M | 0.06% | +218+3.9% | Added |
| V-Square Quantitative Management LLC | 5,865 | $1.41M | 0.34% | +1,782+43.6% | Added |
| Axq Capital, LP | 5,900 | $1.42M | 0.38% | +5,900 | New |
| River Street Advisors LLC | 5,936 | $1.43M | 1.14% | +428+7.8% | Added |
| Platte River Wealth Advisors, LLC | 5,960 | $1.44M | 0.48% | −42−0.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 5,976 | $1.44M | 0.63% | +5,976 | New |
| Van Leeuwen & Company, LLC | 5,989 | $1.44M | 0.84% | +3,032+102.5% | Added |
| Azimuth Capital Investment Management LLC | 5,993 | $1.44M | 0.07% | −9−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,000 | $1.44M | 0.29% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.44M | 0.50% | 00.0% | Unchanged |