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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 1,168 | $281.3K | 0.20% | +1,168 | New |
| Prelude Capital Management, LLC | 1,174 | $282.7K | 0.02% | +179+18.0% | Added |
| Engrave Wealth Partners LLC | 1,178 | $283.7K | 0.08% | −7−0.6% | Reduced |
| Balboa Wealth Partners | 1,179 | $283.9K | 0.09% | −347−22.7% | Reduced |
| Chicago Trust Co NA | 1,184 | $285.1K | 0.06% | −424−26.4% | Reduced |
| Brookstone Capital Management | 1,190 | $286.5K | 0.01% | +87+7.9% | Added |
| Clear Harbor Asset Management, LLC | 1,194 | $287.5K | 0.03% | +22+1.9% | Added |
| Thrive Wealth Management, LLC | 1,196 | $288.0K | 0.06% | −17−1.4% | Reduced |
| Parthenon LLC | 1,200 | $289.0K | 0.04% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,200 | $289.0K | 0.14% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 1,200 | $289.0K | 0.06% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,205 | $290.2K | 0.13% | −22−1.8% | Reduced |
| Acorn Creek Capital LLC | 1,211 | $291.6K | 0.13% | +1,211 | New |
| XML Financial, LLC | 1,211 | $291.7K | 0.03% | −48−3.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,212 | $291.9K | 0.02% | +200+19.8% | Added |
| Motco | 1,213 | $292.1K | 0.02% | +95+8.5% | Added |
| Objective Capital Management, LLC | 1,214 | $292.4K | 0.22% | +5+0.4% | Added |
| Slocum, Gordon & Co LLP | 1,215 | $292.6K | 0.26% | 00.0% | Unchanged |
| Independent Investors Inc | 1,215 | $292.6K | 0.07% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,226 | $295.2K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,229 | $296.0K | 0.05% | −47−3.7% | Reduced |
| Arvest Trust Co N A | 1,237 | $297.9K | 0.02% | +1,237 | New |
| Logan Capital Management Inc | 1,238 | $298.1K | 0.01% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,240 | $298.6K | 0.01% | +1,240 | New |
| Capital Advisors Wealth Management, LLC | 1,248 | $300.5K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 1,250 | $301.0K | 0.10% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,250 | $301.1K | 0.12% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,251 | $301.3K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,254 | $302.1K | 0.03% | +99+8.6% | Added |
| Arbor Wealth Advisors LLC | 1,256 | $302.5K | 0.31% | +1,256 | New |
| Driehaus Capital Management LLC | 1,259 | $303.2K | 0.00% | −67−5.1% | Reduced |
| Ostrum Asset Management | 1,262 | $303.9K | 0.03% | −11,007−89.7% | Reduced |
| Hilltop Partners LLC | 1,264 | $304.4K | 0.12% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,265 | $304.6K | 0.12% | −1,745−58.0% | Reduced |
| Hall Laurie J Trustee | 1,266 | $305.0K | 0.12% | +565+80.6% | Added |
| Capstone Investment Advisors, LLC | 1,267 | $305.1K | 0.01% | −113−8.2% | Reduced |
| Valley Brook Capital Group | 1,270 | $305.8K | 0.27% | +25+2.0% | Added |
| Amarillo National Bank | 1,270 | $305.8K | 0.06% | +43+3.5% | Added |
| Meridian Wealth Management, LLC | 1,273 | $306.6K | 0.02% | −106−7.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,276 | $307.3K | 0.03% | −1,278−50.0% | Reduced |
| Focused Wealth Management, Inc | 1,278 | $307.8K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,279 | $308.1K | 0.03% | +3+0.2% | Added |
| Lagoda Investment Management, L.P. | 1,280 | $308.3K | 0.21% | +250+24.3% | Added |
| Raleigh Capital Management Inc. | 1,282 | $308.7K | 0.14% | +65+5.3% | Added |
| Tevis Investment Management | 1,282 | $308.7K | 0.28% | −267−17.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,302 | $308.9K | 0.19% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,287 | $309.9K | 0.04% | +36+2.9% | Added |
| Probity Advisors, Inc. | 1,291 | $310.9K | 0.07% | −63−4.7% | Reduced |
| Avantax Planning Partners, Inc. | 1,291 | $310.9K | 0.01% | +13+1.0% | Added |
| SYSTM Wealth Solutions LLC | 1,293 | $311.4K | 0.04% | −86−6.2% | Reduced |
| Paragon Financial Partners, Inc. | 1,294 | $311.7K | 0.30% | +5+0.4% | Added |
| Security National Bank | 1,300 | $313.1K | 0.07% | 00.0% | Unchanged |
| McRae Capital Management Inc | 1,300 | $313.1K | 0.08% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,300 | $313.1K | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,300 | $313.1K | 0.07% | +1,300 | New |
| Legacy Advisory Services, LLC | 1,300 | $313.1K | 0.33% | +1,300 | New |
| Connecticut Wealth Management, LLC | 1,301 | $313.3K | 0.02% | +1,301 | New |
| Retirement Financial Solutions, LLC | 1,305 | $314.3K | 0.18% | −25−1.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,306 | $314.7K | 0.02% | +1,306 | New |
| Quotient Wealth Partners, LLC | 1,313 | $316.2K | 0.01% | +1,313 | New |
| International Assets Investment Management, LLC | 1,313 | $316.2K | 0.04% | −140−9.6% | Reduced |
| Meeder Asset Management Inc | 1,315 | $316.7K | 0.02% | +42+3.3% | Added |
| L2 Asset Management, LLC | 1,316 | $316.9K | 0.13% | −45,517−97.2% | Reduced |
| HFR Wealth Management, LLC | 1,319 | $318.0K | 0.09% | +135+11.4% | Added |
| Orrstown Financial Services Inc | 1,322 | $318.4K | 0.25% | +1,322 | New |
| Flagship Harbor Advisors, LLC | 1,324 | $318.9K | 0.02% | −251−15.9% | Reduced |
| Change Path, LLC | 1,324 | $319.0K | 0.02% | +284+27.3% | Added |
| Wellington Shields & Co., LLC | 1,325 | $319.1K | 0.12% | +625+89.3% | Added |
| DLK Investment Management, LLC | 1,326 | $319.3K | 0.15% | +1,326 | New |
| Pegasus Partners Ltd. | 1,327 | $319.6K | 0.04% | −28−2.1% | Reduced |
| Equitable Holdings, Inc. | 1,330 | $320.3K | 0.00% | +155+13.2% | Added |
| Quent Capital, LLC | 1,334 | $321.4K | 0.04% | +49+3.8% | Added |
| Tufton Capital Management | 1,343 | $323.4K | 0.07% | +93+7.4% | Added |
| Outlook Wealth Advisors, LLC | 1,345 | $323.9K | 0.11% | +4+0.3% | Added |
| Holistic Financial Partners | 1,349 | $324.9K | 0.20% | −127−8.6% | Reduced |
| Alethea Capital Management, LLC | 1,350 | $325.1K | 0.38% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,351 | $325.4K | 0.23% | +355+35.6% | Added |
| Per Stirling Capital Management, LLC. | 1,355 | $326.3K | 0.06% | −300−18.1% | Reduced |
| Venturi Wealth Management, LLC | 1,355 | $326.3K | 0.02% | +169+14.2% | Added |
| Fortune Financial Advisors, LLC | 1,356 | $326.6K | 0.23% | −50−3.6% | Reduced |
| Regal Investment Advisors LLC | 1,363 | $328.2K | 0.02% | +145+11.9% | Added |
| M. Kulyk & Associates, LLC | 1,367 | $329.2K | 0.08% | +1,367 | New |
| Athena Investment Management | 1,368 | $329.4K | 0.21% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,368 | $329.5K | 0.03% | −748−35.3% | Reduced |
| Legacy Advisors, LLC | 1,370 | $329.9K | 0.04% | +95+7.5% | Added |
| RB Capital Management, LLC | 1,376 | $331.4K | 0.10% | −1,815−56.9% | Reduced |
| Advisory Research Inc | 1,381 | $332.6K | 0.05% | −808−36.9% | Reduced |
| WBH Advisory Inc | 1,390 | $334.8K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,397 | $336.4K | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,401 | $337.4K | 0.01% | +18+1.3% | Added |
| Dark Forest Capital Management LP | 1,403 | $337.9K | 0.05% | +1,403 | New |
| One + One Wealth Management, LLC | 1,408 | $339.1K | 0.21% | −1,722−55.0% | Reduced |
| Applied Finance Capital Management, LLC | 1,412 | $340.0K | 0.03% | −159−10.1% | Reduced |
| DF Dent & Co Inc | 1,413 | $340.3K | 0.00% | −4−0.3% | Reduced |
| Caldwell Trust Co | 1,434 | $345.3K | 0.04% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 1,436 | $346.0K | 0.30% | +185+14.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,439 | $346.5K | 0.04% | −242−14.4% | Reduced |
| J.Safra Asset Management Corp | 1,444 | $347.7K | 0.05% | +29+2.0% | Added |
| Cottonwood Capital Advisors, LLC | 1,451 | $349.4K | 0.29% | +1,451 | New |
| Abbrea Capital, LLC | 1,459 | $351.0K | 0.05% | 00.0% | Unchanged |