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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 6,052 | $1.46M | 0.01% | −84−1.4% | Reduced |
| GAMMA Investing LLC | 5,971 | $1.47M | 0.40% | +5,971 | New |
| Aaron Wealth Advisors | 6,112 | $1.47M | 0.24% | −4,986−44.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,155 | $1.48M | 0.09% | +1,815+41.8% | Added |
| Core Alternative Capital | 6,156 | $1.48M | 0.25% | −658−9.7% | Reduced |
| LCNB Corp | 6,174 | $1.49M | 0.58% | −300−4.6% | Reduced |
| PDS Planning, Inc | 6,175 | $1.49M | 0.17% | −108−1.7% | Reduced |
| Bank of Hawaii | 6,193 | $1.49M | 0.08% | −1,177−16.0% | Reduced |
| Groupama Asset Managment | 6,192 | $1.49M | 0.04% | +6,192 | New |
| Live Oak Investment Partners | – | $1.49M | 1.36% | – | – |
| Parallel Advisors, LLC | 6,209 | $1.50M | 0.04% | −178−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 6,214 | $1.50M | 0.03% | +1,248+25.1% | Added |
| Financial Insights, Inc. | 6,218 | $1.50M | 0.47% | +191+3.2% | Added |
| Ronald Blue Trust, Inc. | 7,024 | $1.50M | 0.02% | +223+3.3% | Added |
| Wellington Shields Capital Management, LLC | 6,245 | $1.50M | 0.19% | +100+1.6% | Added |
| Montecito Bank & Trust | 6,251 | $1.51M | 0.32% | −160−2.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,274 | $1.51M | 0.76% | −208−3.2% | Reduced |
| WSFS Capital Management, LLC | 6,293 | $1.52M | 0.09% | +234+3.9% | Added |
| Sawgrass Asset Management LLC | 6,310 | $1.52M | 0.17% | −591−8.6% | Reduced |
| AdvisorNet Financial, Inc | 6,315 | $1.52M | 0.14% | −114−1.8% | Reduced |
| Allworth Financial LP | 6,411 | $1.54M | 0.01% | −70−1.1% | Reduced |
| Darwin Advisors, LLC | 6,444 | $1.55M | 0.42% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,449 | $1.55M | 0.48% | −45−0.7% | Reduced |
| Principle Wealth Partners LLC | 6,451 | $1.55M | 0.13% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.56M | 1.27% | – | – |
| Asset Dedication, LLC | 6,511 | $1.56M | 0.13% | −474−6.8% | Reduced |
| Bank of New Hampshire | 6,500 | $1.57M | 0.44% | +5,900+983.3% | Added |
| Signet Investment Advisory Group, Inc. | 6,558 | $1.58M | 0.95% | −25−0.4% | Reduced |
| Merit Financial Group, LLC | 6,570 | $1.58M | 0.05% | −85−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,761 | $1.59M | 0.20% | −359−5.0% | Reduced |
| SlateStone Wealth, LLC | 6,626 | $1.60M | 0.21% | +155+2.4% | Added |
| Dorsey Wright & Associates | 6,645 | $1.60M | 0.49% | −138−2.0% | Reduced |
| Empire Financial Management Company, LLC | 6,680 | $1.61M | 0.63% | −16−0.2% | Reduced |
| Evergreen Capital Management LLC | 6,685 | $1.61M | 0.07% | −6−0.1% | Reduced |
| CAPROCK Group, Inc. | 6,737 | $1.62M | 0.10% | −220−3.2% | Reduced |
| Centiva Capital, LP | 6,749 | $1.63M | 0.10% | +6,749 | New |
| Trust Investment Advisors | 6,836 | $1.65M | 1.28% | +30+0.4% | Added |
| Warren Averett Asset Management, LLC | 6,840 | $1.65M | 0.06% | −738−9.7% | Reduced |
| AlphaStar Capital Management, LLC | 6,851 | $1.65M | 0.15% | −789−10.3% | Reduced |
| FineMark National Bank & Trust | 6,853 | $1.65M | 0.07% | +31+0.5% | Added |
| Old National Bancorp | 6,871 | $1.65M | 0.04% | −1,199−14.9% | Reduced |
| Jacobi Capital Management LLC | 6,871 | $1.65M | 0.17% | +271+4.1% | Added |
| TrinityPoint Wealth, LLC | 6,892 | $1.66M | 0.30% | −210−3.0% | Reduced |
| Kornitzer Capital Management Inc | 6,976 | $1.68M | 0.03% | +1,273+22.3% | Added |
| Altman Advisors, Inc. | 6,981 | $1.68M | 0.88% | +58+0.8% | Added |
| SageView Advisory Group, LLC | 6,759 | $1.69M | 0.07% | +4,040+148.6% | Added |
| Pearl River Capital, LLC | 7,036 | $1.69M | 0.27% | −548−7.2% | Reduced |
| Court Place Advisors, LLC | 7,039 | $1.70M | 0.56% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 6,100 | $1.70M | 0.01% | −171−2.7% | Reduced |
| First Horizon Advisors, Inc. | 7,045 | $1.70M | 0.06% | +156+2.3% | Added |
| CWA Asset Management Group, LLC | 7,090 | $1.71M | 0.12% | +690+10.8% | Added |
| Penobscot Wealth Management | 7,102 | $1.71M | 1.15% | −567−7.4% | Reduced |
| CoreCap Advisors, LLC | 7,106 | $1.71M | 0.11% | +364+5.4% | Added |
| Institute for Wealth Management, LLC. | 7,109 | $1.71M | 0.28% | −86−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 7,125 | $1.72M | 0.28% | −74−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 7,133 | $1.72M | 0.01% | −188,333−96.4% | Reduced |
| Citizens Financial Group Inc | 7,137 | $1.72M | 0.06% | +4,438+164.4% | Added |
| Nilsine Partners, LLC | 7,175 | $1.73M | 0.27% | −1,777−19.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,232 | $1.74M | 0.05% | +1,344+22.8% | Added |
| Cullinan Associates Inc | 7,252 | $1.75M | 0.10% | −4,756−39.6% | Reduced |
| D.B. Root & Company, LLC | 7,265 | $1.75M | 0.63% | −221−3.0% | Reduced |
| Pitcairn Co | 7,298 | $1.76M | 0.13% | +2,455+50.7% | Added |
| Burney Co | 7,310 | $1.76M | 0.07% | −225−3.0% | Reduced |
| Marco Investment Management LLC | 7,365 | $1.77M | 0.18% | +98+1.3% | Added |
| Atlas Capital Advisors LLC | 7,371 | $1.78M | 0.26% | −335−4.3% | Reduced |
| Private Trust Co NA | 7,386 | $1.78M | 0.21% | +146+2.0% | Added |
| Intact Investment Management Inc. | 7,400 | $1.78M | 0.07% | −300−3.9% | Reduced |
| Premier Path Wealth Partners, LLC | 7,543 | $1.79M | 0.40% | +7,543 | New |
| Roundview Capital LLC | 7,439 | $1.79M | 0.17% | +298+4.2% | Added |
| First National Advisers, LLC | 7,548 | $1.82M | 0.52% | +1,430+23.4% | Added |
| Johnson Investment Counsel Inc | 7,622 | $1.84M | 0.02% | +172+2.3% | Added |
| Lifeworks Advisors, LLC | 7,671 | $1.85M | 0.64% | −431−5.3% | Reduced |
| Front Row Advisors LLC | 7,690 | $1.85M | 0.85% | −112−1.4% | Reduced |
| Stokes Family Office, LLC | 7,708 | $1.86M | 0.25% | −2,780−26.5% | Reduced |
| Salem Investment Counselors Inc | 7,731 | $1.86M | 0.06% | +333+4.5% | Added |
| Glenview Trust Co | 7,735 | $1.86M | 0.05% | +1,282+19.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,746 | $1.87M | 0.21% | +3,800+96.3% | Added |
| Fidelis Capital Partners, LLC | 7,756 | $1.87M | 0.41% | +2,479+47.0% | Added |
| Coldstream Capital Management Inc | 7,758 | $1.87M | 0.05% | +710+10.1% | Added |
| Central Valley Advisors, LLC | 7,805 | $1.88M | 1.11% | +7,805 | New |
| Tocqueville Asset Management L.P. | 7,836 | $1.89M | 0.03% | +10+0.1% | Added |
| North Star Investment Management Corp. | 7,925 | $1.91M | 0.15% | 00.0% | Unchanged |
| M&R Capital Management Inc | 8,023 | $1.93M | 0.48% | +554+7.4% | Added |
| Walleye Capital LLC | 8,046 | $1.94M | 0.03% | +8,046 | New |
| Hartree Partners, LP | 8,100 | $1.95M | 0.71% | +1,400+20.9% | Added |
| Cary Street Partner Investment Advisory LLC | 8,111 | $1.95M | 0.09% | +2,859+54.4% | Added |
| Simmons Bank | 8,119 | $1.96M | 0.16% | −478−5.6% | Reduced |
| NEOS Investment Management LLC | 8,159 | $1.96M | 0.19% | +1,776+27.8% | Added |
| Vident Advisory, LLC | 8,231 | $1.98M | 0.05% | +970+13.4% | Added |
| First Hawaiian Bank | 8,237 | $1.98M | 0.06% | +40.0% | Added |
| S&CO Inc | 8,253 | $1.99M | 0.15% | −22−0.3% | Reduced |
| Dover Advisors, LLC | 8,268 | $1.99M | 2.62% | −2,683−24.5% | Reduced |
| Patten & Patten Inc | 8,277 | $1.99M | 0.16% | −325−3.8% | Reduced |
| Venture Visionary Partners LLC | 8,344 | $2.01M | 0.11% | +289+3.6% | Added |
| Integrated Wealth Concepts LLC | 8,366 | $2.01M | 0.03% | +1,161+16.1% | Added |
| GTS Securities LLC | 8,371 | $2.02M | 0.04% | +3,929+88.5% | Added |
| Fiduciary Group LLC | 8,387 | $2.02M | 0.24% | −112−1.3% | Reduced |
| Tealwood Asset Management Inc | 8,390 | $2.02M | 0.97% | −193−2.2% | Reduced |
| Vestcor Inc | 8,393 | $2.02M | 0.07% | −91−1.1% | Reduced |
| Temasek Holdings (Private) Ltd | 8,414 | $2.03M | 0.01% | +8,414 | New |