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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 17,870 | $4.30M | 0.96% | −54−0.3% | Reduced |
| Consolidated Investment Group LLC | 17,900 | $4.31M | 0.76% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,019 | $4.34M | 0.21% | +18,019 | New |
| EP Wealth Advisors, LLC | 18,030 | $4.34M | 0.06% | +744+4.3% | Added |
| Argent Trust Co | 18,119 | $4.36M | 0.22% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 18,184 | $4.38M | 3.18% | −195−1.1% | Reduced |
| Howland Capital Management LLC | 18,199 | $4.38M | 0.23% | −524−2.8% | Reduced |
| Suncoast Equity Management | 18,215 | $4.39M | 0.58% | +4,049+28.6% | Added |
| Stonebrook Private Inc. | 18,267 | $4.40M | 1.47% | +18,267 | New |
| Crossmark Global Holdings, Inc. | 18,363 | $4.42M | 0.09% | −920−4.8% | Reduced |
| First National Trust Co | 18,365 | $4.42M | 0.19% | −688−3.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 18,386 | $4.43M | 0.26% | −339−1.8% | Reduced |
| Apollon Wealth Management, LLC | 18,391 | $4.43M | 0.15% | +2,079+12.7% | Added |
| Marvin & Palmer Associates Inc | 18,410 | $4.43M | 4.95% | −19,426−51.3% | Reduced |
| Phoenix Wealth Advisors | 18,817 | $4.50M | 3.13% | −856−4.4% | Reduced |
| Princeton Global Asset Management LLC | 18,768 | $4.52M | 1.14% | +457+2.5% | Added |
| Schwartz Investment Counsel Inc | 18,831 | $4.53M | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18,864 | $4.54M | 0.31% | +450+2.4% | Added |
| Engineers Gate Manager LP | 18,872 | $4.54M | 0.13% | +4,959+35.6% | Added |
| Acadian Asset Management LLC | 18,928 | $4.55M | 0.02% | +17,219+1,007.5% | Added |
| Gratus Capital LLC | 18,986 | $4.57M | 0.26% | −754−3.8% | Reduced |
| Hudson Bay Capital Management LP | 19,000 | $4.58M | 0.04% | −16,000−45.7% | Reduced |
| Strategy Asset Managers LLC | 19,077 | $4.59M | 1.09% | +180+1.0% | Added |
| Windward Capital Management Co | 19,105 | $4.60M | 0.40% | −20.0% | Reduced |
| Assenagon Asset Management S.A. | 19,251 | $4.64M | 0.01% | +7,708+66.8% | Added |
| Dakota Wealth Management | 19,275 | $4.64M | 0.18% | +1,134+6.3% | Added |
| Callahan Advisors, LLC | 19,295 | $4.65M | 0.54% | +497+2.6% | Added |
| StrongBox Wealth, LLC | 19,565 | $4.71M | 2.75% | −123−0.6% | Reduced |
| Mystic Asset Management, Inc. | 19,570 | $4.71M | 2.25% | −27−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 19,632 | $4.73M | 0.14% | +1,090+5.9% | Added |
| Prospera Financial Services Inc | 19,665 | $4.74M | 0.16% | +1,174+6.3% | Added |
| D. E. Shaw & Co., Inc. | 19,777 | $4.76M | 0.01% | −20,153−50.5% | Reduced |
| Daymark Wealth Partners, LLC | 19,797 | $4.77M | 0.29% | +276+1.4% | Added |
| Stonebridge Capital Advisors LLC | 19,850 | $4.78M | 0.48% | −215−1.1% | Reduced |
| Cetera Investment Advisers | 19,912 | $4.80M | 0.04% | +494+2.5% | Added |
| Hartford Financial Management Inc. | 20,000 | $4.82M | 1.09% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 20,151 | $4.85M | 1.21% | +16,471+447.6% | Added |
| Trustmark National Bank Trust Department | 20,198 | $4.86M | 0.44% | +1,330+7.0% | Added |
| Knights of Columbus Asset Advisors LLC | 20,219 | $4.87M | 0.31% | +20,219 | New |
| Ashton Thomas Private Wealth, LLC | 20,250 | $4.88M | 0.31% | +92+0.5% | Added |
| Northwest Wealth Management, LLC | 20,340 | $4.90M | 1.47% | −166−0.8% | Reduced |
| Jump Financial, LLC | 20,467 | $4.93M | 0.16% | +17,497+589.1% | Added |
| Monte Financial Group, LLC | 20,609 | $4.96M | 2.32% | −1,464−6.6% | Reduced |
| Toroso Investments, LLC | 20,700 | $4.98M | 0.12% | −2,446−10.6% | Reduced |
| New Mexico Educational Retirement Board | 20,760 | $5.00M | 0.19% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 20,979 | $5.05M | 2.81% | −853−3.9% | Reduced |
| Reliant Investment Management, LLC | 21,164 | $5.10M | 2.60% | −251−1.2% | Reduced |
| Banque Pictet & Cie SA | 21,300 | $5.13M | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 21,563 | $5.19M | 0.26% | +212+1.0% | Added |
| D.A. Davidson & Co. | 21,851 | $5.26M | 0.05% | −2,794−11.3% | Reduced |
| Ieq Capital, LLC | 21,943 | $5.28M | 0.09% | +227+1.0% | Added |
| First Manhattan Co | 22,120 | $5.33M | 0.02% | +166+0.8% | Added |
| USS Investment Management Ltd | 22,400 | $5.40M | 0.05% | −8,700−28.0% | Reduced |
| Iowa State Bank | 22,484 | $5.41M | 1.30% | −442−1.9% | Reduced |
| Massmutual Trust Co FSB | 22,695 | $5.47M | 0.18% | +498+2.2% | Added |
| CIBC Private Wealth Group, LLC | 22,696 | $5.47M | 0.01% | +3,284+16.9% | Added |
| Vestmark Advisory Solutions, Inc. | 22,833 | $5.50M | 0.28% | +865+3.9% | Added |
| Stratos Wealth Partners, LTD. | 22,987 | $5.54M | 0.10% | +682+3.1% | Added |
| National Asset Management, Inc. | 22,990 | $5.54M | 0.15% | +1,057+4.8% | Added |
| Cornerstone Wealth Group, LLC | 23,049 | $5.55M | 0.80% | +6,469+39.0% | Added |
| Dana Investment Advisors, Inc. | 23,168 | $5.58M | 0.27% | +1,114+5.1% | Added |
| Selway Asset Management | 23,230 | $5.59M | 2.35% | −200−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,234 | $5.60M | 0.05% | −310−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,648 | $5.70M | 0.02% | +2,433+11.5% | Added |
| Providence Capital Advisors, LLC | 23,832 | $5.74M | 1.38% | −102−0.4% | Reduced |
| Colonial Trust Co | 24,038 | $5.79M | 1.21% | +1,982+9.0% | Added |
| Richard Bernstein Advisors LLC | 24,040 | $5.79M | 0.13% | −4,389−15.4% | Reduced |
| Louisiana State Employees Retirement System | 24,100 | $5.80M | 0.12% | −600−2.4% | Reduced |
| Freestone Capital Holdings, LLC | 24,195 | $5.83M | 0.26% | +7,962+49.0% | Added |
| Scotia Capital Inc. | 24,381 | $5.87M | 0.04% | +16,417+206.1% | Added |
| Boyd Watterson Asset Management LLC | 24,467 | $5.89M | 2.33% | −63−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,669 | $5.94M | 0.09% | +10,847+78.5% | Added |
| Consolidated Planning Corp | 24,756 | $5.96M | 1.11% | +265+1.1% | Added |
| Red Cedar Investment Management, LLC | 24,761 | $5.96M | 0.86% | +3,033+14.0% | Added |
| Davenport & Co LLC | 24,781 | $5.97M | 0.04% | +891+3.7% | Added |
| Beech Hill Advisors, Inc. | 24,946 | $6.01M | 2.91% | −1,927−7.2% | Reduced |
| NewEdge Wealth, LLC | 24,948 | $6.01M | 0.15% | +1,399+5.9% | Added |
| Neville Rodie & Shaw Inc | 24,949 | $6.01M | 0.49% | +1,215+5.1% | Added |
| Clearstead Advisors, LLC | 24,989 | $6.02M | 0.32% | −1,006−3.9% | Reduced |
| Alpha Omega Wealth Management LLC | 25,006 | $6.02M | 1.00% | −463−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,039 | $6.03M | 0.05% | +12,286+96.3% | Added |
| Westhampton Capital, LLC | 25,052 | $6.03M | 3.59% | −815−3.2% | Reduced |
| Securian Asset Management, Inc | 25,274 | $6.09M | 0.17% | −3,333−11.7% | Reduced |
| Rathbone Brothers plc | 25,472 | $6.13M | 0.04% | −685−2.6% | Reduced |
| Sandy Spring Bank | 25,555 | $6.15M | 0.31% | +3,290+14.8% | Added |
| Meiji Yasuda Life Insurance Co | 25,650 | $6.18M | 0.13% | +3,910+18.0% | Added |
| Navellier & Associates Inc | 25,682 | $6.18M | 0.93% | +936+3.8% | Added |
| Smith, Salley & Associates | 25,756 | $6.20M | 0.40% | −455−1.7% | Reduced |
| Berry Wealth Group, LP | 25,922 | $6.24M | 5.74% | +25,922 | New |
| Highland Capital Management, LLC | 26,243 | $6.32M | 0.39% | +190+0.7% | Added |
| Shelton Capital Management | 26,282 | $6.33M | 0.20% | +11,053+72.6% | Added |
| Cambridge Financial Group, Inc. | 26,318 | $6.34M | 3.17% | +26,318 | New |
| Meridian Wealth Advisors, LLC | 26,595 | $6.40M | 1.40% | +157+0.6% | Added |
| Country Club Bank | 26,727 | $6.43M | 0.49% | −522−1.9% | Reduced |
| Hendley & Co Inc | 26,860 | $6.47M | 2.52% | −1,335−4.7% | Reduced |
| Hartford Investment Management Co | 26,904 | $6.48M | 0.24% | −279−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 26,946 | $6.49M | 0.58% | +26,946 | New |
| Ethic Inc. | 27,148 | $6.54M | 0.19% | −155−0.6% | Reduced |
| Advisory Services Network, LLC | 27,333 | $6.58M | 0.16% | −2,010−6.9% | Reduced |
| Annex Advisory Services, LLC | 27,412 | $6.60M | 0.28% | +269+1.0% | Added |