Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,822 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,628 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,822 institutionsQ1 2024: 2,010 institutionsQ2 2024: 2,084 institutionsQ3 2024: 2,131 institutionsQ4 2024: 2,287 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,329 institutionsQ3 2025: 2,393 institutionsQ4 2025: 2,472 institutionsQ1 2026: 2,533 institutionsQ2 2026: 2,686 institutions
Value heldQ4 2023: $80.0B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,533$116.2B
Q4 20252,472$102.5B
Q3 20252,393$119.3B
Q2 20252,329$117.1B
Q1 20252,196$88.7B
Q4 20242,287$107.8B
Q3 20242,131$107.0B
Q2 20242,084$103.3B
Q1 20242,010$103.7B
Q4 20231,822$80.0B
Q3 20231,664$70.7B
Q2 20231,628$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2023.

Institutions holding ETN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.155$37.0K0.03%00.0%Unchanged
Castleview Partners, LLC154$37.1K0.03%+96+165.5%Added
O'Dell Group, LLC155$37.3K0.01%+155New
First Financial Corp163$39.3K0.02%−37−18.5%Reduced
Sittner & Nelson, LLC163$39.3K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.170$40.9K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC171$41.2K0.04%+171New
Baystate Wealth Management LLC171$41.2K0.00%+7+4.3%Added
Main Street Group, LTD175$42.1K0.01%+175New
Westside Investment Management, Inc.175$42.1K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC175$42.1K0.02%+171+4,275.0%Added
Tucker Asset Management LLC177$42.6K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC178$42.9K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.187$45.0K0.00%−410−68.7%Reduced
Cedar Wealth Management, LLC187$45.0K0.02%00.0%Unchanged
Salomon & Ludwin, LLC214$45.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC190$45.8K0.02%+26+15.9%Added
Fortitude Family Office, LLC192$46.2K0.03%+192New
Essex Investment Management Co LLC196$47.2K0.01%00.0%Unchanged
Loomis Sayles & Co L P198$48.0K0.00%−38−16.1%Reduced
Avalon Trust Co200$48.2K0.00%00.0%Unchanged
Stephens Consulting, LLC200$48.2K0.02%00.0%Unchanged
Global Trust Asset Management, LLC200$48.2K0.02%+50+33.3%Added
Delos Wealth Advisors, LLC200$48.2K0.07%+131+189.9%Added
Pension & Wealth Management Advisors, Inc.200$48.2K0.03%+200New
Bell Investment Advisors, Inc206$49.6K0.01%−5−2.4%Reduced
Winch Advisory Services, LLC209$50.3K0.02%+1+0.5%Added
Clean Yield Group216$52.0K0.02%00.0%Unchanged
West Tower Group, LLC220$53.0K0.11%+220New
Baldwin Brothers Inc220$53.0K0.00%00.0%Unchanged
Antipodes Partners Ltd223$53.0K0.00%−129−36.6%Reduced
Syntax Research, Inc.225$54.2K0.05%00.0%Unchanged
Creative Financial Designs Inc232$55.9K0.01%−16−6.5%Reduced
Strengthening Families & Communities, LLC233$56.0K0.04%+1+0.4%Added
Hazlett, Burt & Watson, Inc.235$57.0K0.04%00.0%Unchanged
Lee Financial Co239$57.6K0.01%00.0%Unchanged
City Holding Co250$60.2K0.01%00.0%Unchanged
Arcadia Investment Management Corp250$60.2K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD250$60.2K0.02%+250New
Vima LLC253$60.9K0.14%+253New
Scarborough Advisors, LLC264$63.6K0.01%+264New
Spotlight Asset Group, Inc.300$64.0K0.06%00.0%Unchanged
McIlrath & Eck, LLC267$64.3K0.01%+57+27.1%Added
Costello Asset Management, INC270$65.0K0.05%00.0%Unchanged
Armstrong Advisory Group, Inc271$65.3K0.01%00.0%Unchanged
Creative Capital Management Investments LLC272$65.5K0.04%00.0%Unchanged
Newbridge Financial Services Group, Inc.273$65.8K0.03%+191+232.9%Added
Sachetta, LLC274$65.9K0.03%+274New
Beaird Harris Wealth Management, LLC275$66.2K0.01%+6+2.2%Added
Cape Investment Advisory, Inc.275$66.2K0.03%+82+42.5%Added
Financial Management Professionals, Inc.279$67.0K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC283$68.2K0.03%00.0%Unchanged
Rockbridge Investment Management, LCC288$69.4K0.01%+288New
GW&K Investment Management, LLC294$71.0K0.00%+7+2.4%Added
Roble, Belko & Company, Inc300$72.0K0.01%00.0%Unchanged
BFSG, LLC300$72.2K0.01%+300New
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$72.2K0.03%+300New
Rational Advisors LLC312$75.1K0.01%−436−58.3%Reduced
MV Capital Management, Inc.312$75.1K0.01%+26+9.1%Added
Hobbs Group Advisors, LLC314$75.6K0.03%+314New
Blue Bell Private Wealth Management, LLC316$76.1K0.02%00.0%Unchanged
Horrell Capital Management, Inc.330$79.0K0.02%00.0%Unchanged
Arlington Trust Co LLC330$79.5K0.02%−1,083−76.6%Reduced
Tortoise Investment Management, LLC334$80.4K0.01%+264+377.1%Added
Kapitalo Investimentos Ltda340$81.9K0.02%+234+220.8%Added
Centerpoint Advisors, LLC340$82.0K0.03%−27−7.4%Reduced
Stuart Chaussee & Associates, Inc.345$83.1K0.02%+53+18.2%Added
Wolff Wiese Magana LLC346$83.3K0.08%00.0%Unchanged
Institutional & Family Asset Management, LLC346$83.3K0.01%+1+0.3%Added
Ables, Iannone, Moore & Associates, Inc.348$83.8K0.06%+348New
Coppell Advisory Solutions LLC355$85.5K0.02%+162+83.9%Added
EdgeRock Capital LLC327$88.4K0.06%+327New
Union Savings Bank368$88.6K0.05%00.0%Unchanged
Criterion Capital Advisors, LLC373$89.8K0.07%+373New
Jones Financial Companies LLLP374$90.1K0.00%+23+6.6%Added
Hoese & Co LLP400$91.1K0.09%00.0%Unchanged
Concord Wealth Partners380$91.5K0.02%−132−25.8%Reduced
Kozak & Associates, Inc.379$91.6K0.03%00.0%Unchanged
Sound Income Strategies, LLC391$94.2K0.01%−90−18.7%Reduced
Missouri Trust & Investment Co415$99.9K0.04%+4+1.0%Added
Foster Dykema Cabot & Partners, LLC417$100.4K0.01%+417New
Peoples Financial Services Corp.428$103.1K0.04%+127+42.2%Added
Fairman Group, LLC431$103.8K0.10%+431New
Jackson, Grant Investment Advisers, Inc.435$104.8K0.05%00.0%Unchanged
Voisard Asset Management Group, Inc.436$105.0K0.06%+436New
Loring Wolcott & Coolidge Fiduciary Advisors LLP428$105.3K0.00%−279−39.5%Reduced
POM Investment Strategies, LLC446$107.4K0.10%+446New
Deseret Mutual Benefit Administrators452$108.9K0.06%−187−29.3%Reduced
Dakota Community Bank & Trust NA454$109.3K0.61%+26+6.1%Added
TFC Financial Management457$110.1K0.02%00.0%Unchanged
Emfo, LLC458$110.3K0.10%00.0%Unchanged
Americana Partners, LLC16,575$111.0K0.01%+16,575New
Private Wealth Management Group, LLC474$114.1K0.06%+474New
First Command Advisory Services, Inc.475$114.4K0.00%+205+75.9%Added
MeadowBrook Investment Advisors LLC490$118.0K0.11%+490New
Bruce G. Allen Investments, LLC493$118.7K0.11%+493New
Ossiam508$122.3K0.00%+129+34.0%Added
Piscataqua Savings Bank511$123.1K0.11%00.0%Unchanged
Blue Chip Partners, Inc.515$124.1K0.01%+1+0.2%Added
Hallmark Capital Management Inc520$125.2K0.01%00.0%Unchanged