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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 966 | $232.6K | 0.03% | +966 | New |
| RiverGlades Family Offices LLC | 849 | $232.7K | 0.19% | +849 | New |
| Advisor OS, LLC | 967 | $232.9K | 0.03% | +967 | New |
| Convergence Investment Partners, LLC | 971 | $234.0K | 0.12% | −7−0.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 974 | $234.5K | 0.05% | +974 | New |
| Exchange Traded Concepts, LLC | 975 | $234.8K | 0.01% | +711+269.3% | Added |
| Horizon Kinetics Asset Management LLC | 975 | $234.8K | 0.00% | +975 | New |
| Cahaba Wealth Management, Inc. | 975 | $234.9K | 0.02% | −165−14.5% | Reduced |
| Apexium Financial, LP | 977 | $235.3K | 0.02% | +977 | New |
| Verum Partners LLC | 978 | $235.5K | 0.09% | −23−2.3% | Reduced |
| OMNI 360 Wealth, Inc. | 978 | $235.5K | 0.22% | +978 | New |
| CNB Bank | 981 | $236.2K | 0.13% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 984 | $237.0K | 0.05% | −55−5.3% | Reduced |
| Alpha Family Trust | 985 | $237.2K | 0.16% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 985 | $237.2K | 0.11% | +985 | New |
| Stephenson National Bank & Trust | 986 | $237.4K | 0.12% | −219−18.2% | Reduced |
| Paragon Private Wealth Management, LLC | 989 | $238.2K | 0.17% | −120−10.8% | Reduced |
| Key Financial Inc | 991 | $238.7K | 0.07% | 00.0% | Unchanged |
| Fragasso Group Inc. | 996 | $239.7K | 0.02% | +23+2.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 999 | $240.6K | 0.06% | +999 | New |
| Investors Asset Management of Georgia Inc | 1,000 | $240.7K | 0.12% | 00.0% | Unchanged |
| LGT Group Foundation | 1,000 | $240.8K | 0.01% | +1,000 | New |
| Buttonwood Financial Advisors Inc. | 1,000 | $240.8K | 0.13% | 00.0% | Unchanged |
| Rede Wealth, LLC | 1,003 | $241.5K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,007 | $242.5K | 0.16% | −33−3.2% | Reduced |
| Ellis Investment Partners, LLC | 1,011 | $243.4K | 0.06% | +4+0.4% | Added |
| YHB Investment Advisors, Inc. | 1,013 | $244.0K | 0.02% | +1,013 | New |
| BCS Wealth Management | 1,015 | $244.0K | 0.09% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,015 | $244.4K | 0.03% | −36−3.4% | Reduced |
| Invst, LLC | 902 | $244.6K | 0.03% | +902 | New |
| NBC Securities, Inc. | 1,020 | $245.0K | 0.02% | −178−14.9% | Reduced |
| Centaurus Financial, Inc. | 1,017 | $245.0K | 0.02% | −26−2.5% | Reduced |
| Sheets Smith Wealth Management | 1,022 | $246.1K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,025 | $246.8K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 1,027 | $247.2K | 0.04% | +22+2.2% | Added |
| Clay Northam Wealth Management, LLC | 1,028 | $247.6K | 0.22% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,030 | $248.0K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,035 | $249.2K | 0.17% | −43−4.0% | Reduced |
| Capital Investment Advisory Services, LLC | 1,036 | $249.5K | 0.02% | −280−21.3% | Reduced |
| Westshore Wealth, LLC | 1,036 | $249.5K | 0.12% | −100−8.8% | Reduced |
| Red Door Wealth Management, LLC | 1,036 | $249.5K | 0.05% | +76+7.9% | Added |
| 1492 Capital Management LLC | 1,038 | $250.0K | 0.14% | −44−4.1% | Reduced |
| Brevan Howard Capital Management LP | 1,040 | $250.5K | 0.03% | +1,040 | New |
| Intrua Financial, LLC | 1,045 | $251.7K | 0.04% | −200−16.1% | Reduced |
| Ellevest, Inc. | 1,046 | $251.9K | 0.02% | +1,046 | New |
| Kohmann Bosshard Financial Services, LLC | 1,050 | $252.9K | 0.04% | +50+5.0% | Added |
| Heartwood Wealth Advisors LLC | 1,054 | $253.8K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,054 | $254.0K | 0.15% | 00.0% | Unchanged |
| Onefund, LLC | 1,056 | $254.3K | 0.33% | +1,056 | New |
| Catalina Capital Group, LLC | 1,056 | $254.4K | 0.20% | +1,056 | New |
| Relyea Zuckerberg Hanson LLC | 1,059 | $255.1K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,060 | $255.3K | 0.00% | +74+7.5% | Added |
| Compass Wealth Management LLC | 1,060 | $255.3K | 0.07% | −64−5.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,061 | $255.4K | 0.03% | −95−8.2% | Reduced |
| Spears Abacus Advisors LLC | 1,061 | $255.5K | 0.02% | −250−19.1% | Reduced |
| Childress Capital Advisors, LLC | 1,061 | $255.5K | 0.08% | +44+4.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,062 | $255.6K | 0.03% | −239−18.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,066 | $256.7K | 0.01% | +1,066 | New |
| Lyell Wealth Management, LP | 1,067 | $257.0K | 0.03% | +1,067 | New |
| EverSource Wealth Advisors, LLC | 1,072 | $258.2K | 0.02% | +32+3.1% | Added |
| Family Firm, Inc. | 1,074 | $258.6K | 0.07% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,075 | $258.9K | 0.16% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,075 | $258.9K | 0.18% | +1,075 | New |
| Ridgecrest Wealth Partners, LLC | 1,078 | $259.6K | 0.17% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,080 | $260.1K | 0.08% | +1,080 | New |
| Aspiriant, LLC | 1,081 | $260.3K | 0.01% | +30+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,087 | $261.8K | 0.12% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,089 | $262.3K | 0.00% | −942−46.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,089 | $262.3K | 0.16% | +82+8.1% | Added |
| Hohimer Wealth Management, LLC | 1,094 | $263.5K | 0.07% | −264−19.4% | Reduced |
| Hayek Kallen Investment Management | 1,096 | $264.0K | 0.11% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,097 | $264.2K | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $264.9K | 0.14% | 00.0% | Unchanged |
| Michael B. Yongue | 1,100 | $264.9K | 0.24% | 00.0% | Unchanged |
| IMS Capital Management | 1,104 | $265.9K | 0.13% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,107 | $267.0K | 0.00% | −799−41.9% | Reduced |
| Sivia Capital Partners, LLC | 1,109 | $267.1K | 0.20% | +1,109 | New |
| Talisman Wealth Advisors LLC | 1,109 | $267.2K | 0.40% | +11+1.0% | Added |
| Edge Capital Group, LLC | 1,117 | $269.0K | 0.01% | +26+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,130 | $270.0K | 0.07% | +1,130 | New |
| Plancorp, LLC | 1,122 | $270.2K | 0.01% | +65+6.1% | Added |
| Keudell/Morrison Wealth Management | 1,126 | $271.2K | 0.09% | +5+0.4% | Added |
| FourThought Financial Partners, LLC | 1,129 | $271.9K | 0.03% | +3+0.3% | Added |
| BBR Partners, LLC | 1,129 | $271.9K | 0.03% | +1,129 | New |
| Simon Quick Advisors, LLC | 1,131 | $272.4K | 0.02% | +64+6.0% | Added |
| Fiducient Advisors LLC | 1,132 | $272.6K | 0.05% | +1,132 | New |
| Sapient Capital LLC | 1,133 | $272.8K | 0.01% | +1,133 | New |
| MEMBERS Trust Co | 1,134 | $273.0K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 1,135 | $273.3K | 0.06% | −1,100−49.2% | Reduced |
| Clifford Group, LLC | 1,140 | $274.5K | 0.25% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,150 | $276.9K | 0.01% | −36−3.0% | Reduced |
| Lindenwold Advisors | 1,150 | $276.9K | 0.16% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,150 | $276.9K | 0.03% | +18+1.6% | Added |
| Worth Financial Advisory Group, LLC | 1,150 | $276.9K | 0.22% | +31+2.8% | Added |
| Commonwealth Financial Services, LLC | 1,152 | $277.4K | 0.07% | −20−1.7% | Reduced |
| Independent Financial Group, LLC | 1,153 | $277.7K | 0.01% | +1,153 | New |
| Beacon Financial Advisory LLC | 1,156 | $278.4K | 0.13% | −66−5.4% | Reduced |
| Lincoln Capital LLC | 1,162 | $279.8K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 1,167 | $281.0K | 0.01% | −3,218−73.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,200 | $281.1K | 0.09% | 00.0% | Unchanged |