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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 1,884 | $453.6K | 0.05% | +54+3.0% | Added |
| Community Bank, N.A. | 1,890 | $455.1K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,895 | $456.4K | 0.04% | +1,895 | New |
| Oxbow Advisors, LLC | 1,900 | $457.6K | 0.07% | 00.0% | Unchanged |
| Saranac Partners Ltd | 1,900 | $457.6K | 0.30% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,903 | $458.3K | 0.04% | +174+10.1% | Added |
| Koss-Olinger Consulting, LLC | 1,907 | $459.0K | 0.05% | −104−5.2% | Reduced |
| Carr Financial Group Corp | 1,913 | $460.7K | 0.17% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,920 | $462.4K | 0.07% | −50−2.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,920 | $462.4K | 0.19% | +1,920 | New |
| Summit Financial Strategies, Inc. | 1,931 | $465.0K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,951 | $468.5K | 0.56% | −460−19.1% | Reduced |
| TrueWealth Advisors, LLC | 1,948 | $469.1K | 0.18% | −108−5.3% | Reduced |
| Camden Capital, LLC | 1,948 | $469.2K | 0.05% | −19−1.0% | Reduced |
| Invenio Wealth Partners LLC | 1,951 | $469.8K | 0.34% | −247−11.2% | Reduced |
| Bangor Savings Bank | 1,952 | $470.1K | 0.05% | −450−18.7% | Reduced |
| Weaver Consulting Group | 1,957 | $471.3K | 0.19% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,962 | $472.6K | 0.16% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,963 | $472.7K | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,973 | $475.1K | 0.01% | +210+11.9% | Added |
| Virtue Capital Management, LLC | 2,028 | $475.5K | 0.10% | +115+6.0% | Added |
| Harbour Trust & Investment Management Co | 1,982 | $477.3K | 0.07% | +1,982 | New |
| Dudley Capital Management, LLC | 1,984 | $477.8K | 0.31% | −10−0.5% | Reduced |
| Pointe Capital Management LLC | 1,987 | $478.5K | 0.33% | +17+0.9% | Added |
| Van Cleef Asset Management,Inc | 1,988 | $478.8K | 0.07% | +50+2.6% | Added |
| Nixon Peabody Trust Co | 1,989 | $479.0K | 0.05% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,998 | $481.3K | 0.08% | +1,998 | New |
| Canopy Partners, LLC | 1,999 | $481.4K | 0.29% | +1,999 | New |
| Mechanics Financial Corp | 2,000 | $481.6K | 0.27% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,000 | $481.6K | 0.06% | +2,000 | New |
| Smithbridge Asset Management Inc | 2,000 | $482.0K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,002 | $482.1K | 0.01% | −471−19.0% | Reduced |
| Atomi Financial Group, Inc. | 2,003 | $482.4K | 0.07% | +2,003 | New |
| First Affirmative Financial Network | 2,017 | $485.8K | 0.39% | −118−5.5% | Reduced |
| Sonora Investment Management Group, LLC | 2,023 | $487.2K | 0.04% | −672−24.9% | Reduced |
| Verdence Capital Advisors LLC | 2,025 | $487.7K | 0.05% | −309−13.2% | Reduced |
| Gryphon Financial Partners LLC | 2,348 | $491.7K | 0.09% | +1,053+81.3% | Added |
| Aviance Capital Partners, LLC | 2,042 | $491.8K | 0.11% | −200−8.9% | Reduced |
| First Business Financial Services, Inc. | 2,042 | $491.8K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,047 | $493.0K | 0.03% | +505+32.7% | Added |
| Rodgers Brothers Inc. | 2,054 | $494.6K | 0.08% | −250−10.9% | Reduced |
| High Net Worth Advisory Group LLC | 2,064 | $497.1K | 0.18% | −28−1.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,067 | $497.8K | 0.01% | +2,067 | New |
| Woodmont Investment Counsel LLC | 2,073 | $499.2K | 0.05% | +108+5.5% | Added |
| Transform Wealth, LLC | 2,079 | $500.7K | 0.05% | −132−6.0% | Reduced |
| Sunbelt Securities, Inc. | 2,080 | $500.9K | 0.06% | −5−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,087 | $502.6K | 0.15% | +2,087 | New |
| Sentry Investment Management LLC | 2,090 | $503.0K | 0.22% | −224−9.7% | Reduced |
| Jefferies Financial Group Inc. | 2,100 | $505.7K | 0.01% | −39,897−95.0% | Reduced |
| Cohen & Steers, Inc. | 2,114 | $509.0K | 0.00% | −407−16.1% | Reduced |
| Knowledge Leaders Capital, LLC | 2,136 | $514.4K | 0.81% | −194−8.3% | Reduced |
| Lakeview Capital Partners, LLC | 2,154 | $518.7K | 0.09% | +2+0.1% | Added |
| GSG Advisors LLC | 2,227 | $519.1K | 0.20% | +46+2.1% | Added |
| Great Lakes Advisors, LLC | 2,176 | $524.0K | 0.00% | +432+24.8% | Added |
| Waterloo Capital, L.P. | 2,181 | $525.2K | 0.09% | +2,181 | New |
| LGT Fund Management Co Ltd. | 2,200 | $529.6K | 0.23% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,199 | $530.0K | 0.16% | −260−10.6% | Reduced |
| Hanson & Doremus Investment Management | 2,203 | $530.0K | 0.10% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,216 | $533.7K | 0.25% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,223 | $535.3K | 0.01% | +28+1.3% | Added |
| Geller Advisors LLC | 2,237 | $538.7K | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,250 | $541.8K | 0.34% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,257 | $543.5K | 0.13% | −89−3.8% | Reduced |
| First National Bank | 2,258 | $543.8K | 0.43% | −55−2.4% | Reduced |
| Columbia Trust Co 01012016 | 2,269 | $546.4K | 0.25% | +140+6.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,274 | $547.6K | 0.02% | −108−4.5% | Reduced |
| MONECO Advisors, LLC | 2,281 | $549.2K | 0.10% | −416−15.4% | Reduced |
| Breakwater Capital Group | 2,253 | $549.5K | 0.16% | +93+4.3% | Added |
| King Wealth | 2,288 | $551.0K | 0.11% | −24−1.0% | Reduced |
| GeoWealth Management, LLC | 2,287 | $551.0K | 0.05% | +1,947+572.6% | Added |
| Legacy Financial Advisors, Inc. | 2,290 | $551.5K | 0.11% | +31+1.4% | Added |
| DFPG Investments, LLC | 2,371 | $552.8K | 0.04% | −65−2.7% | Reduced |
| Collective Family Office LLC | 2,299 | $553.6K | 0.19% | −3−0.1% | Reduced |
| Trust Co of Virginia | 2,300 | $553.9K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network Inc | 2,302 | $554.4K | 0.02% | +2,302 | New |
| Good Life Advisors, LLC | 2,307 | $555.7K | 0.05% | −305−11.7% | Reduced |
| Opus Capital Group, LLC | 2,323 | $559.0K | 0.09% | −13−0.6% | Reduced |
| Modera Wealth Management, LLC | 2,326 | $560.1K | 0.01% | −149−6.0% | Reduced |
| Buckingham Strategic Partners | 2,368 | $570.3K | 0.03% | +8+0.3% | Added |
| Curbstone Financial Management Corp | 2,386 | $574.6K | 0.13% | −50−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,387 | $574.8K | 0.10% | +199+9.1% | Added |
| Transamerica Financial Advisors, Inc. | 2,393 | $577.0K | 0.08% | +2,078+659.7% | Added |
| Wedgewood Investors Inc | 2,399 | $577.7K | 0.72% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,400 | $578.0K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,400 | $578.0K | 0.06% | −90−3.6% | Reduced |
| Monument Capital Management | 2,415 | $581.5K | 0.19% | +44+1.9% | Added |
| VeraBank, N.A. | 2,419 | $582.5K | 0.20% | +228+10.4% | Added |
| Cipher Capital LP | 2,419 | $582.5K | 0.19% | +2,419 | New |
| Csenge Advisory Group | 2,427 | $584.5K | 0.04% | −57−2.3% | Reduced |
| Register Financial Advisors LLC | 2,458 | $591.9K | 0.40% | +512+26.3% | Added |
| Welch & Forbes LLC | 2,458 | $591.9K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,472 | $595.3K | 0.34% | +3+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,481 | $597.5K | 0.02% | −18−0.7% | Reduced |
| Waldron Private Wealth LLC | 2,493 | $600.4K | 0.03% | +1,135+83.6% | Added |
| Financial Advocates Investment Management | 2,499 | $601.8K | 0.04% | +45+1.8% | Added |
| Well Done, LLC | 2,500 | $602.0K | 0.12% | −122−4.7% | Reduced |
| Johnson Financial Group, Inc. | 2,503 | $602.8K | 0.03% | +2,191+702.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,505 | $603.3K | 0.25% | +2,505 | New |
| Philadelphia Trust Co | 2,509 | $604.0K | 0.06% | −482−16.1% | Reduced |
| Wintrust Investments LLC | 2,509 | $604.0K | 0.06% | −14−0.6% | Reduced |