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 | 2,532 | $116.2B |
| Q4 2025 | 2,471 | $102.5B |
| Q3 2025 | 2,392 | $119.3B |
| Q2 2025 | 2,328 | $117.1B |
| Q1 2025 | 2,195 | $88.7B |
| Q4 2024 | 2,286 | $107.8B |
| Q3 2024 | 2,130 | $107.0B |
| Q2 2024 | 2,083 | $103.3B |
| Q1 2024 | 2,009 | $103.7B |
| Q4 2023 | 1,821 | $80.0B |
| Q3 2023 | 1,663 | $70.7B |
| Q2 2023 | 1,627 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 27,453 | $6.61M | 0.14% | +143+0.5% | Added |
| Atlantic Union Bankshares Corp | 27,472 | $6.62M | 0.61% | −2,271−7.6% | Reduced |
| James Investment Research Inc | 27,566 | $6.64M | 0.83% | −150−0.5% | Reduced |
| Avitas Wealth Management LLC | 27,635 | $6.66M | 1.11% | +988+3.7% | Added |
| Gotham Asset Management, LLC | 27,700 | $6.67M | 0.12% | −2,302−7.7% | Reduced |
| Davy Global Fund Management Ltd | 27,796 | $6.69M | 0.79% | +21,803+363.8% | Added |
| Rheos Capital Works Inc. | 28,000 | $6.74M | 0.37% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 28,233 | $6.80M | 0.90% | −604−2.1% | Reduced |
| River Wealth Advisors LLC | 28,302 | $6.82M | 1.09% | +228+0.8% | Added |
| Perkins Coie Trust Co | 28,475 | $6.86M | 1.73% | −377−1.3% | Reduced |
| Citizens National Bank Trust Department | 28,504 | $6.86M | 1.74% | −305−1.1% | Reduced |
| Ellsworth Advisors, LLC | 29,118 | $7.01M | 2.22% | −60.0% | Reduced |
| Assetmark, Inc | 29,420 | $7.08M | 0.03% | +6,089+26.1% | Added |
| Sequoia Financial Advisors, LLC | 29,500 | $7.10M | 0.09% | +10,572+55.9% | Added |
| CIBC World Markets Inc. | 29,632 | $7.14M | 0.02% | +25,521+620.8% | Added |
| AMJ Financial Wealth Management | 29,653 | $7.14M | 3.01% | −590−2.0% | Reduced |
| St Germain D J Co Inc | 29,695 | $7.15M | 0.37% | +18,938+176.1% | Added |
| Thrivent Financial for Lutherans | 29,814 | $7.18M | 0.02% | −4,620−13.4% | Reduced |
| Private Advisor Group, LLC | 29,904 | $7.20M | 0.06% | +5,079+20.5% | Added |
| Winslow Asset Management Inc | 29,960 | $7.21M | 1.47% | +100+0.3% | Added |
| Avalon Global Asset Management LLC | 30,000 | $7.22M | 2.83% | −5,000−14.3% | Reduced |
| Stock Yards Bank & Trust Co | 30,347 | $7.31M | 0.26% | −3,593−10.6% | Reduced |
| Barometer Capital Management Inc. | 30,532 | $7.35M | 2.08% | +30,532 | New |
| Brinker Capital Investments, LLC | 30,986 | $7.41M | 0.09% | +258+0.8% | Added |
| Orion Portfolio Solutions, LLC | 30,986 | $7.41M | 0.09% | +258+0.8% | Added |
| Marks Group Wealth Management, Inc | 30,907 | $7.44M | 0.85% | +30,907 | New |
| Maryland State Retirement & Pension System | 31,002 | $7.47M | 0.15% | +330+1.1% | Added |
| Carret Asset Management, LLC | 31,133 | $7.50M | 0.95% | −454−1.4% | Reduced |
| Integrated Advisors Network LLC | 31,139 | $7.50M | 0.43% | −1,436−4.4% | Reduced |
| KBC Group NV | 31,216 | $7.52M | 0.03% | −2,851−8.4% | Reduced |
| Colony Group, LLC | 31,473 | $7.58M | 0.10% | +31,473 | New |
| Tower Bridge Advisors | 31,562 | $7.60M | 0.65% | +153+0.5% | Added |
| Sycomore Asset Management | 31,866 | $7.67M | 1.65% | +10,324+47.9% | Added |
| Kentucky Retirement Systems | 31,948 | $7.69M | 0.24% | −1,689−5.0% | Reduced |
| Pegasus Asset Management, Inc. | 32,129 | $7.74M | 3.32% | −56−0.2% | Reduced |
| Capital Fund Management S.A. | 32,185 | $7.75M | 0.10% | −22,061−40.7% | Reduced |
| Scissortail Wealth Management, LLC | 31,179 | $7.75M | 2.46% | +31,179 | New |
| Greenfield Seitz Capital Management, LLC | 32,238 | $7.76M | 3.09% | +32,238 | New |
| Summitry LLC | 32,442 | $7.81M | 0.45% | +201+0.6% | Added |
| GLOBALT Investments LLC | 32,650 | $7.86M | 0.33% | +32,650 | New |
| AE Wealth Management LLC | 32,038 | $7.88M | 0.04% | +3,527+12.4% | Added |
| Beacon Financial Group | 33,118 | $7.98M | 0.97% | −1,219−3.6% | Reduced |
| Spring Capital Management, LLC | 33,216 | $8.00M | 6.27% | −862−2.5% | Reduced |
| Rafferty Asset Management, LLC | 33,490 | $8.07M | 0.03% | +1,757+5.5% | Added |
| Pacer Advisors, Inc. | 34,071 | $8.20M | 0.02% | +7,964+30.5% | Added |
| Braun Stacey Associates Inc | 34,242 | $8.25M | 0.37% | −6,264−15.5% | Reduced |
| Estabrook Capital Management | 34,336 | $8.27M | 1.35% | −1,782−4.9% | Reduced |
| Snowden Capital Advisors LLC | 34,437 | $8.29M | 0.32% | +19,623+132.5% | Added |
| Elo Mutual Pension Insurance Co | 34,835 | $8.39M | 0.23% | +1,474+4.4% | Added |
| Kestra Private Wealth Services, LLC | 34,897 | $8.40M | 0.21% | +448+1.3% | Added |
| Nicholas Company, Inc. | 35,370 | $8.52M | 0.15% | −3,890−9.9% | Reduced |
| Gulf International Bank (UK) Ltd | 35,462 | $8.54M | 0.24% | −2,305−6.1% | Reduced |
| Westwood Management Corp | 35,620 | $8.58M | 3.18% | −77,600−68.5% | Reduced |
| Sit Investment Associates Inc | 35,727 | $8.60M | 0.21% | −2,715−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 36,128 | $8.70M | 0.07% | +2,915+8.8% | Added |
| Brown Advisory Inc | 36,134 | $8.70M | 0.01% | −1,265−3.4% | Reduced |
| Wafra Inc. | 36,305 | $8.74M | 0.51% | −148,900−80.4% | Reduced |
| Boston Family Office LLC | 36,339 | $8.75M | 0.66% | +902+2.5% | Added |
| Altrius Capital Management Inc | 37,368 | $9.00M | 2.51% | −1,302−3.4% | Reduced |
| Running Oak Capital LLC | 37,410 | $9.01M | 1.77% | +37,410 | New |
| Allianz Asset Management GmbH | 37,449 | $9.02M | 0.02% | −26,159−41.1% | Reduced |
| Forbes J M & Co LLP | 38,006 | $9.15M | 1.06% | +96+0.3% | Added |
| Fiduciary Alliance LLC | 38,210 | $9.20M | 1.81% | +1,287+3.5% | Added |
| Summit Financial Wealth Advisors, LLC | 38,280 | $9.22M | 2.09% | −820−2.1% | Reduced |
| Cresset Asset Management, LLC | 38,285 | $9.22M | 0.06% | +2,301+6.4% | Added |
| Harrell Investment Partners, LLC | 38,438 | $9.26M | 2.88% | +673+1.8% | Added |
| Varma Mutual Pension Insurance Co | 38,466 | $9.26M | 0.10% | −31,534−45.0% | Reduced |
| Andra AP-fonden | 39,000 | $9.39M | 0.50% | +1,700+4.6% | Added |
| WealthBridge Investment Counsel Inc. | 39,120 | $9.42M | 3.77% | −1,000−2.5% | Reduced |
| Jane Street Group, LLC | 39,271 | $9.46M | 0.01% | −141,866−78.3% | Reduced |
| Exencial Wealth Advisors, LLC | 39,373 | $9.48M | 0.39% | −2,917−6.9% | Reduced |
| Baker Avenue Asset Management, LP | 40,210 | $9.68M | 0.43% | +38,847+2,850.1% | Added |
| Kovitz Investment Group Partners, LLC | 40,300 | $9.71M | 0.16% | −1,370−3.3% | Reduced |
| Bartlett & Co. LLC | 40,384 | $9.72M | 0.16% | −1,105−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,384 | $9.72M | 0.16% | −1,105−2.7% | Reduced |
| General American Investors Co Inc | 40,500 | $9.75M | 0.81% | −15,700−27.9% | Reduced |
| Haverford Financial Services, Inc. | 42,313 | $10.2M | 3.05% | +94+0.2% | Added |
| Synovus Financial Corp | 42,632 | $10.3M | 0.15% | −28,737−40.3% | Reduced |
| Jennison Associates LLC | 42,689 | $10.3M | 0.01% | −76,928−64.3% | Reduced |
| McDonald Partners LLC | 42,971 | $10.3M | 3.07% | −658−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 42,984 | $10.4M | 0.47% | +1,639+4.0% | Added |
| EagleClaw Capital Managment, LLC | 43,230 | $10.4M | 2.17% | +155+0.4% | Added |
| L & S Advisors Inc | 43,298 | $10.4M | 1.27% | +8,228+23.5% | Added |
| Wealthfront Advisers LLC | 43,469 | $10.5M | 0.04% | +5,340+14.0% | Added |
| Northstar Asset Management Inc | 43,498 | $10.5M | 3.03% | −275−0.6% | Reduced |
| Bourgeon Capital Management LLC | 43,637 | $10.5M | 2.32% | −68−0.2% | Reduced |
| Two Point Capital Management, Inc. | 43,865 | $10.6M | 4.82% | +450+1.0% | Added |
| Adell Harriman & Carpenter Inc | 43,984 | $10.6M | 0.98% | +4,287+10.8% | Added |
| RNC Capital Management LLC | 44,307 | $10.7M | 0.64% | +445+1.0% | Added |
| JustInvest LLC | 44,453 | $10.7M | 0.27% | +3,639+8.9% | Added |
| O'Shaughnessy Asset Management, LLC | 44,601 | $10.7M | 0.14% | −84−0.2% | Reduced |
| Rice Partnership, LLC | 44,718 | $10.8M | 2.81% | −3,652−7.6% | Reduced |
| Colonial Trust Advisors | 44,874 | $10.8M | 1.15% | −2,826−5.9% | Reduced |
| Ziegler Capital Management, LLC | 45,511 | $11.0M | 0.50% | −9,333−17.0% | Reduced |
| British Columbia Investment Management Corp | 45,927 | $11.1M | 0.09% | +9,680+26.7% | Added |
| Trust Co of Vermont | 46,464 | $11.2M | 0.75% | −2,177−4.5% | Reduced |
| Cetera Advisors LLC | 46,623 | $11.2M | 0.16% | −4,285−8.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 46,995 | $11.3M | 2.29% | +363+0.8% | Added |
| MML Investors Services, LLC | 47,117 | $11.3M | 0.05% | +9,386+24.9% | Added |
| First National Bank of Omaha | 47,214 | $11.4M | 0.72% | −3,110−6.2% | Reduced |