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
- 1,821
- +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
- 667 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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 12,257 | $2.95M | 0.61% | +792+6.9% | Added |
| Independent Advisor Alliance | 12,266 | $2.95M | 0.11% | +1,219+11.0% | Added |
| Chicago Capital, LLC | 12,284 | $2.96M | 0.11% | +12,284 | New |
| Bokf, NA | 12,326 | $2.97M | 0.06% | +638+5.5% | Added |
| Portland Global Advisors LLC | 12,360 | $2.98M | 0.45% | +58+0.5% | Added |
| Nomura Holdings Inc | 12,448 | $3.00M | 0.03% | +12,448 | New |
| West Michigan Advisors, LLC | 12,491 | $3.01M | 1.14% | +476+4.0% | Added |
| United Community Bank | 12,503 | $3.01M | 1.28% | −407−3.2% | Reduced |
| Holderness Investments Co | 12,510 | $3.01M | 0.83% | −105−0.8% | Reduced |
| CWM, LLC | 12,528 | $3.02M | 0.02% | +278+2.3% | Added |
| Bowman & Co S.C. | 12,563 | $3.03M | 2.11% | +720+6.1% | Added |
| Cypress Capital, LLC | 12,620 | $3.04M | 0.86% | −82−0.6% | Reduced |
| Charter Trust Co | 12,628 | $3.04M | 0.23% | +1,020+8.8% | Added |
| Larson Financial Group LLC | 12,718 | $3.06M | 0.27% | −771−5.7% | Reduced |
| Park Avenue Securities LLC | 12,754 | $3.07M | 0.04% | +1,430+12.6% | Added |
| Polar Capital Holdings Plc | 12,821 | $3.09M | 0.02% | +12,821 | New |
| J. W. Coons Advisors, LLC | 12,979 | $3.13M | 0.85% | +265+2.1% | Added |
| Ayrshire Capital Management LLC | 13,040 | $3.14M | 1.81% | +13,040 | New |
| Atria Wealth Solutions, Inc. | 13,100 | $3.15M | 0.04% | +275+2.1% | Added |
| Adviser Investments LLC | 13,110 | $3.16M | 0.05% | +3,393+34.9% | Added |
| Worldquant Millennium Advisors LLC | 13,221 | $3.18M | 0.04% | +13,221 | New |
| Peapack Gladstone Financial Corp | 13,317 | $3.21M | 0.05% | +233+1.8% | Added |
| Norinchukin Bank, The | 13,331 | $3.21M | 0.08% | −243−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 13,345 | $3.21M | 0.06% | −247−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,367 | $3.22M | 1.05% | +80+0.6% | Added |
| GAM Holding AG | 13,415 | $3.23M | 0.24% | +13,415 | New |
| Crestwood Advisors Group LLC | 13,435 | $3.24M | 0.08% | +22+0.2% | Added |
| Financial Advisory Service, Inc. | 13,451 | $3.24M | 0.31% | +1,959+17.0% | Added |
| Castleark Management LLC | 13,575 | $3.27M | 0.14% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 13,608 | $3.28M | 2.03% | −317−2.3% | Reduced |
| St. Clair Advisors, LLC | 13,674 | $3.29M | 1.14% | 00.0% | Unchanged |
| New Hampshire Trust | 13,721 | $3.30M | 0.79% | +50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,811 | $3.33M | 0.13% | +689+5.3% | Added |
| Avantax Advisory Services, Inc. | 13,879 | $3.34M | 0.03% | +2,631+23.4% | Added |
| JB Capital LLC | 13,947 | $3.36M | 0.25% | +13,947 | New |
| Wetherby Asset Management Inc | 13,997 | $3.37M | 0.18% | +172+1.2% | Added |
| Quantinno Capital Management LP | 14,044 | $3.38M | 0.12% | −2,759−16.4% | Reduced |
| South Street Advisors LLC | 14,050 | $3.38M | 0.63% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 14,075 | $3.39M | 1.94% | +14,075 | New |
| Sawyer & Company, Inc | 14,092 | $3.39M | 1.50% | −703−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,225 | $3.43M | 0.24% | −793−5.3% | Reduced |
| Doliver Advisors, LP | 14,261 | $3.43M | 1.05% | −214−1.5% | Reduced |
| Capital City Trust Co | 14,302 | $3.44M | 1.02% | −502−3.4% | Reduced |
| SWS Partners | 14,410 | $3.47M | 1.13% | −296−2.0% | Reduced |
| Bouvel Investment Partners, LLC | 14,581 | $3.51M | 1.64% | +415+2.9% | Added |
| Trust Co of Toledo NA | 14,617 | $3.52M | 0.61% | −75−0.5% | Reduced |
| Wellington Management Group LLP | 14,642 | $3.53M | 0.00% | −2,874,090−99.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,698 | $3.54M | 0.04% | +9,926+208.0% | Added |
| Cornerstone Advisors, LLC | 14,700 | $3.54M | 0.16% | −1,800−10.9% | Reduced |
| Wolverine Trading, LLC | 14,719 | $3.54M | 0.03% | +14,719 | New |
| Plimoth Trust Co LLC | 14,720 | $3.54M | 1.02% | −485−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 15,060 | $3.63M | 0.32% | +1,484+10.9% | Added |
| Strategic Advisors LLC | 15,068 | $3.63M | 0.69% | +274+1.9% | Added |
| Old Second National Bank of Aurora | 15,072 | $3.63M | 1.00% | −393−2.5% | Reduced |
| Verition Fund Management LLC | 15,090 | $3.63M | 0.04% | +2,659+21.4% | Added |
| Credit Agricole S A | 15,110 | $3.64M | 0.08% | +11,182+284.7% | Added |
| Spire Wealth Management | 14,914 | $3.65M | 0.13% | +5,932+66.0% | Added |
| FDx Advisors, Inc. | 15,216 | $3.66M | 0.28% | −4,614−23.3% | Reduced |
| HRT Financial LP | 15,563 | $3.75M | 0.03% | +15,563 | New |
| Patten Group, Inc. | 15,688 | $3.78M | 1.03% | −68−0.4% | Reduced |
| Romano Brothers and Company | 15,733 | $3.79M | 0.56% | −1,276−7.5% | Reduced |
| Banco de Sabadell, S.A | 15,727 | $3.79M | 2.88% | −291−1.8% | Reduced |
| Metis Global Partners, LLC | 15,874 | $3.82M | 0.15% | −3,769−19.2% | Reduced |
| Northcape Wealth Management, LLC | 15,877 | $3.82M | 1.39% | −460−2.8% | Reduced |
| Cullen Capital Management LLC | 15,883 | $3.82M | 0.06% | −2,430−13.3% | Reduced |
| Foster & Motley Inc | 15,907 | $3.83M | 0.28% | −753−4.5% | Reduced |
| Wambolt & Associates, LLC | 15,916 | $3.83M | 1.25% | +202+1.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 16,049 | $3.86M | 0.30% | +16,049 | New |
| Icon Wealth Advisors, LLC | 16,097 | $3.88M | 0.40% | +16,097 | New |
| Northwest & Ethical Investments L.P. | 16,110 | $3.88M | 0.12% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 16,127 | $3.88M | 1.75% | −998−5.8% | Reduced |
| Applied Capital LLC | 16,155 | $3.89M | 3.58% | −537−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 16,156 | $3.89M | 0.04% | +6,378+65.2% | Added |
| Brasada Capital Management, LP | 16,167 | $3.89M | 0.77% | +1,273+8.5% | Added |
| Metropolitan Life Insurance Co | 16,253 | $3.91M | 0.18% | −256−1.6% | Reduced |
| Levin Capital Strategies, L.P. | 16,300 | $3.93M | 0.44% | +1,000+6.5% | Added |
| Fiduciary Trust Co | 16,366 | $3.94M | 0.07% | +103+0.6% | Added |
| Wright Investors Service Inc | 16,428 | $3.96M | 1.11% | −2,630−13.8% | Reduced |
| Midwest Professional Planners, LTD. | 16,489 | $3.97M | 1.58% | +516+3.2% | Added |
| Janney Capital Management LLC | 16,513 | $3.98M | 0.27% | −2,091−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 16,524 | $3.98M | 0.15% | −1,560−8.6% | Reduced |
| Maxwell Wealth Strategies Inc. | 16,585 | $3.99M | 2.61% | +16,585 | New |
| Prudential PLC | 16,650 | $4.01M | 0.04% | +14+0.1% | Added |
| Central Trust Co | 16,678 | $4.02M | 0.11% | −722−4.1% | Reduced |
| Sumitomo Life Insurance Co | 16,893 | $4.07M | 0.13% | −715−4.1% | Reduced |
| Triasima Portfolio Management inc. | 17,000 | $4.09M | 0.34% | −200−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 17,035 | $4.10M | 0.05% | −2,578−13.1% | Reduced |
| Morton Community Bank | 17,051 | $4.11M | 1.34% | +17,051 | New |
| Shorepoint Capital Partners LLC | 17,068 | $4.11M | 1.10% | – | – |
| Pring Turner Capital Group Inc | 17,273 | $4.16M | 3.18% | −433−2.4% | Reduced |
| Edgestream Partners, L.P. | 17,353 | $4.18M | 0.30% | +17,353 | New |
| Retirement Planning Co of New England, Inc. | 17,379 | $4.19M | 1.89% | +690+4.1% | Added |
| Leeward Financial Partners, LLC | 17,384 | $4.19M | 2.02% | −92−0.5% | Reduced |
| Alps Advisors Inc | 17,399 | $4.19M | 0.03% | +87+0.5% | Added |
| Greenleaf Trust | 17,474 | $4.21M | 0.05% | +392+2.3% | Added |
| Red Spruce Capital, LLC | 17,522 | $4.22M | 2.17% | +45+0.3% | Added |
| Fruth Investment Management | 17,552 | $4.23M | 1.18% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 17,568 | $4.23M | 1.97% | +243+1.4% | Added |
| Hoylecohen, LLC | 17,639 | $4.25M | 0.35% | +551+3.2% | Added |
| KCM Investment Advisors LLC | 17,707 | $4.26M | 0.17% | −248−1.4% | Reduced |