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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 8,441 | $2.05M | 0.46% | −63−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,537 | $2.06M | 0.69% | −1,063−11.1% | Reduced |
| Cooper Financial Group | 8,568 | $2.06M | 0.38% | +467+5.8% | Added |
| Parsons Capital Management Inc | 8,588 | $2.07M | 0.15% | +65+0.8% | Added |
| CCLA Investment Management Ltd | 8,670 | $2.09M | 0.03% | −1,404−13.9% | Reduced |
| PFG Advisors | 8,684 | $2.09M | 0.17% | +8+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 8,749 | $2.11M | 0.08% | −10.0% | Reduced |
| Headinvest, LLC | 8,753 | $2.11M | 0.44% | −50−0.6% | Reduced |
| David Loasby | 9,030 | $2.12M | 0.23% | +50+0.6% | Added |
| Baxter Bros Inc | 8,808 | $2.12M | 0.29% | −100−1.1% | Reduced |
| Otter Creek Advisors, LLC | 8,900 | $2.14M | 1.83% | −8,200−48.0% | Reduced |
| Intrust Bank NA | 8,901 | $2.14M | 0.25% | −581−6.1% | Reduced |
| Chapin Davis, Inc. | 8,902 | $2.14M | 0.90% | −534−5.7% | Reduced |
| Ameritas Advisory Services, LLC | 7,928 | $2.15M | 0.12% | +326+4.3% | Added |
| Bill Few Associates, Inc. | 8,968 | $2.16M | 0.99% | −262−2.8% | Reduced |
| Old Point Trust & Financial Services N A | 8,989 | $2.16M | 0.87% | −375−4.0% | Reduced |
| Resurgent Financial Advisors LLC | 9,009 | $2.17M | 1.33% | −550−5.8% | Reduced |
| Savant Capital, LLC | 9,054 | $2.18M | 0.03% | +754+9.1% | Added |
| Wealth Alliance | 9,124 | $2.20M | 0.31% | +159+1.8% | Added |
| Aull & Monroe Investment Management Corp | 9,204 | $2.22M | 1.09% | −68−0.7% | Reduced |
| LMG Wealth Partners, LLC | 9,229 | $2.22M | 0.62% | +167+1.8% | Added |
| Cascade Investment Advisors, Inc. | 9,261 | $2.23M | 1.59% | −42−0.5% | Reduced |
| Legacy Bridge, LLC | 9,315 | $2.24M | 1.45% | −294−3.1% | Reduced |
| WealthShield Partners, LLC | 9,321 | $2.24M | 0.37% | −692−6.9% | Reduced |
| Baldwin Investment Management, LLC | 9,331 | $2.25M | 0.35% | +980+11.7% | Added |
| Investment Management Corp of Ontario | 9,356 | $2.25M | 0.06% | +9,356 | New |
| MGB Wealth Management, LLC | 9,361 | $2.25M | 1.13% | +9,361 | New |
| Wealthspire Advisors, LLC | 9,395 | $2.26M | 0.03% | −254−2.6% | Reduced |
| Smith, Moore & Co. | 9,424 | $2.27M | 0.27% | +2,958+45.7% | Added |
| SPC Financial, Inc. | 9,427 | $2.27M | 0.23% | +439+4.9% | Added |
| Canandaigua National Bank & Trust Co | 9,469 | $2.28M | 0.35% | −190−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 9,484 | $2.28M | 0.26% | +153+1.6% | Added |
| Apriem Advisors | 9,515 | $2.29M | 0.31% | −250−2.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,525 | $2.29M | 1.17% | +62+0.7% | Added |
| Western Wealth Management, LLC | 9,586 | $2.31M | 0.17% | −46−0.5% | Reduced |
| Hilltop Holdings Inc. | 9,630 | $2.32M | 0.26% | −1,701−15.0% | Reduced |
| Cypress Capital Group | 9,680 | $2.33M | 0.30% | +289+3.1% | Added |
| Horizon Investments, LLC | 9,687 | $2.33M | 0.06% | +3,644+60.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,702 | $2.34M | 0.05% | +1,401+16.9% | Added |
| Joseph Group Capital Management | 9,834 | $2.37M | 1.37% | +166+1.7% | Added |
| Diversified Trust Co | 9,840 | $2.37M | 0.08% | +2,496+34.0% | Added |
| TD Private Client Wealth LLC | 9,860 | $2.37M | 0.09% | −1,485−13.1% | Reduced |
| Global Retirement Partners, LLC | 9,955 | $2.41M | 0.10% | −1,409−12.4% | Reduced |
| PCJ Investment Counsel Ltd. | 10,000 | $2.41M | 0.93% | +10,000 | New |
| Jade Capital Advisors, LLC | 10,000 | $2.41M | 1.46% | +10,000 | New |
| Perpetual Ltd | 10,039 | $2.42M | 0.02% | +754+8.1% | Added |
| HB Wealth Management, LLC | 10,061 | $2.42M | 0.03% | +226+2.3% | Added |
| Field & Main Bank | 10,230 | $2.46M | 1.04% | −85−0.8% | Reduced |
| FJ Investments, LLC | 10,259 | $2.47M | 0.12% | +10,259 | New |
| SFE Investment Counsel | 10,307 | $2.48M | 0.65% | −739−6.7% | Reduced |
| Vontobel Holding Ltd. | 10,438 | $2.51M | 0.02% | +1,467+16.4% | Added |
| Beese Fulmer Investment Management, Inc. | 10,473 | $2.52M | 0.26% | −21−0.2% | Reduced |
| Herold Advisors, Inc. | 10,491 | $2.53M | 0.70% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,523 | $2.53M | 0.10% | −632−5.7% | Reduced |
| Castellan Group, LLC | 10,660 | $2.57M | 1.59% | +609+6.1% | Added |
| Silphium Asset Management Ltd | 10,750 | $2.59M | 1.38% | +10,750 | New |
| Searle & Co. | 10,800 | $2.60M | 0.71% | −600−5.3% | Reduced |
| Sawtooth Solutions, LLC | 10,802 | $2.60M | 0.07% | +945+9.6% | Added |
| Silvant Capital Management LLC | 10,807 | $2.60M | 0.14% | −22−0.2% | Reduced |
| Bleakley Financial Group, LLC | 10,809 | $2.60M | 0.08% | +952+9.7% | Added |
| Hudson Canyon Capital Management | 10,816 | $2.60M | 1.90% | −248−2.2% | Reduced |
| Squarepoint Ops LLC | 10,819 | $2.61M | 0.01% | −12−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 10,821 | $2.61M | 0.21% | −4,448−29.1% | Reduced |
| Trifecta Capital Advisors, LLC | 10,828 | $2.61M | 0.72% | +10,810+60,055.6% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,889 | $2.62M | 3.02% | −225−2.0% | Reduced |
| Great Diamond Partners, LLC | 10,917 | $2.63M | 0.65% | +5,413+98.3% | Added |
| Beverly Hills Private Wealth, LLC | 10,917 | $2.63M | 0.69% | −843−7.2% | Reduced |
| Wedbush Securities Inc | 10,920 | $2.63M | 0.12% | +863+8.6% | Added |
| Confluence Wealth Services, Inc. | 10,953 | $2.64M | 0.29% | +512+4.9% | Added |
| Bank of Nova Scotia | 11,102 | $2.67M | 0.01% | −125−1.1% | Reduced |
| Gries Financial LLC | 11,112 | $2.68M | 0.59% | −109−1.0% | Reduced |
| Veriti Management LLC | 11,145 | $2.68M | 0.24% | +1,819+19.5% | Added |
| Naples Money Management LLC | 11,198 | $2.70M | 2.52% | +11,198 | New |
| Vinva Investment Management Ltd | 11,220 | $2.70M | 0.19% | +5,062+82.2% | Added |
| 180 Wealth Advisors, LLC | 11,368 | $2.72M | 0.54% | +7,061+163.9% | Added |
| Trail Ridge Investment Advisors, LLC | 11,298 | $2.72M | 1.67% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,739 | $2.73M | 0.20% | +8,739 | New |
| Signaturefd, LLC | 11,338 | $2.73M | 0.06% | +369+3.4% | Added |
| NBT Bank N A | 11,343 | $2.73M | 0.21% | −789−6.5% | Reduced |
| Harbour Investments, Inc. | 11,358 | $2.74M | 0.11% | −307−2.6% | Reduced |
| Azzad Asset Management Inc | 11,437 | $2.75M | 0.35% | +230+2.1% | Added |
| Dynamic Advisor Solutions LLC | 11,771 | $2.76M | 0.10% | +1,893+19.2% | Added |
| KP Management LLC | 11,500 | $2.77M | 1.37% | +11,500 | New |
| Level Four Advisory Services, LLC | 11,609 | $2.80M | 0.16% | −64−0.5% | Reduced |
| BancorpSouth Bank | 11,632 | $2.80M | 0.23% | −242−2.0% | Reduced |
| Bridges Investment Management Inc | 11,715 | $2.82M | 0.09% | −325−2.7% | Reduced |
| We Are One Seven, LLC | 11,723 | $2.82M | 0.16% | +598+5.4% | Added |
| Busey Wealth Management | 11,795 | $2.84M | 0.11% | −11−0.1% | Reduced |
| Mill Capital Management, LLC | 11,800 | $2.84M | 0.25% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,800 | $2.84M | 0.31% | +2,400+25.5% | Added |
| Bain Capital Public Equity, LP | 11,828 | $2.85M | 2.28% | −22,331−65.4% | Reduced |
| Webster Bank, N. A. | 11,893 | $2.86M | 0.35% | +409+3.6% | Added |
| United Services Automobile Association | 11,915 | $2.87M | 0.06% | +1,203+11.2% | Added |
| Independent Solutions Wealth Management, LLC | 11,932 | $2.87M | 0.74% | −411−3.3% | Reduced |
| Peterson Wealth Services | 11,997 | $2.89M | 1.24% | +11,997 | New |
| Capital Analysts, LLC | 12,037 | $2.90M | 0.15% | −1,026−7.9% | Reduced |
| Resource Consulting Group Inc | 12,041 | $2.90M | 0.50% | +141+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 12,075 | $2.91M | 0.44% | −125−1.0% | Reduced |
| Lipe & Dalton | 12,092 | $2.91M | 1.58% | −300−2.4% | Reduced |
| EFG Asset Management (North America) Corp. | 12,175 | $2.93M | 0.56% | +6,174+102.9% | Added |