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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 2,519 | $606.6K | 0.07% | −32−1.3% | Reduced |
| Nations Financial Group Inc, | 2,522 | $607.4K | 0.06% | +113+4.7% | Added |
| World Equity Group, Inc. | 2,529 | $609.0K | 0.12% | +141+5.9% | Added |
| Independence Bank of Kentucky | 2,532 | $609.8K | 0.21% | +1,317+108.4% | Added |
| Essex Financial Services, Inc. | 2,533 | $610.0K | 0.06% | −562−18.2% | Reduced |
| Abel Hall, LLC | 2,542 | $612.1K | 0.52% | +2,542 | New |
| Mengis Capital Management, Inc. | 2,547 | $613.4K | 0.11% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,557 | $615.7K | 0.31% | +3+0.1% | Added |
| Buck Wealth Strategies, LLC | 2,560 | $616.4K | 0.23% | −125−4.7% | Reduced |
| South State Corp. | 2,564 | $617.5K | 0.05% | −87−3.3% | Reduced |
| Wealth Management Associates, Inc. | 2,571 | $619.1K | 0.33% | +1,391+117.9% | Added |
| Paradigm Financial Partners, LLC | 2,576 | $620.4K | 0.15% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,596 | $625.2K | 0.33% | −48−1.8% | Reduced |
| Patron Partners Advisors, LLC | 2,630 | $633.4K | 0.42% | +71+2.8% | Added |
| Allred Capital Management, LLC | 2,636 | $634.9K | 0.28% | −250−8.7% | Reduced |
| Oakworth Capital, Inc. | 2,639 | $635.5K | 0.05% | +1,190+82.1% | Added |
| Sterling Investment Counsel, LLC | 2,641 | $636.0K | 0.32% | +351+15.3% | Added |
| Carl P. Sherr & Co., LLC | 2,649 | $638.0K | 0.39% | +26+1.0% | Added |
| Boston Trust Walden Corp | 2,654 | $639.1K | 0.00% | −200−7.0% | Reduced |
| Bogart Wealth, LLC | 2,654 | $639.1K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,659 | $640.4K | 0.03% | −10.0% | Reduced |
| Conning Inc. | 2,660 | $640.6K | 0.02% | −8,415−76.0% | Reduced |
| Marshall Financial Group LLC | 2,667 | $642.3K | 0.21% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,678 | $644.9K | 0.16% | −21−0.8% | Reduced |
| Wade G W & Inc | 2,698 | $650.0K | 0.02% | −101−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 2,713 | $653.3K | 0.02% | −194−6.7% | Reduced |
| CX Institutional | 2,727 | $656.8K | 0.04% | −56−2.0% | Reduced |
| Morningstar Investment Services LLC | 2,730 | $657.0K | 0.00% | +1,622+146.4% | Added |
| Angeles Investment Advisors, LLC | 2,733 | $658.2K | 0.04% | +16+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,736 | $658.9K | 0.13% | −41−1.5% | Reduced |
| King Luther Capital Management Corp | 2,736 | $658.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,744 | $660.8K | 0.07% | +397+16.9% | Added |
| Orion Capital Management LLC | 2,753 | $663.0K | 0.39% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,760 | $664.6K | 0.02% | +402+17.0% | Added |
| Private Portfolio Partners LLC | 2,766 | $666.1K | 0.15% | −22−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,775 | $668.3K | 0.06% | +1,134+69.1% | Added |
| Park National Corp | 2,787 | $671.2K | 0.03% | +146+5.5% | Added |
| Linscomb & Williams, Inc. | 2,789 | $671.6K | 0.04% | +17+0.6% | Added |
| Moody National Bank Trust Division | 2,797 | $673.6K | 0.05% | −3,835−57.8% | Reduced |
| Hancock Whitney Corp | 2,805 | $675.5K | 0.03% | −2−0.1% | Reduced |
| Welch Group, LLC | 2,805 | $675.5K | 0.04% | +244+9.5% | Added |
| Home Federal Bank of Tennessee | 2,816 | $678.1K | 0.23% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,820 | $679.1K | 0.48% | −64−2.2% | Reduced |
| IFG Advisory, LLC | 2,820 | $679.3K | 0.05% | +6+0.2% | Added |
| OneAscent Financial Services LLC | 2,829 | $681.0K | 0.08% | +1,733+158.1% | Added |
| Zacks Investment Management | 2,842 | $684.3K | 0.01% | +2,842 | New |
| Grandfield & Dodd, LLC | 2,854 | $687.3K | 0.05% | 00.0% | Unchanged |
| 1st Source Bank | 2,866 | $690.2K | 0.04% | −76−2.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,869 | $691.0K | 0.13% | −120−4.0% | Reduced |
| Manchester Capital Management LLC | 2,871 | $691.4K | 0.09% | +54+1.9% | Added |
| Ssi Investment Management LLC | 3,062 | $695.1K | 0.05% | +1,528+99.6% | Added |
| MSH Capital Advisors LLC | 2,899 | $698.1K | 0.26% | +682+30.8% | Added |
| Fundamentun, LLC | 2,906 | $699.8K | 0.08% | +112+4.0% | Added |
| Gemmer Asset Management LLC | 2,907 | $700.1K | 0.09% | −100−3.3% | Reduced |
| Geometric Wealth Advisors | 2,926 | $704.6K | 0.19% | +6+0.2% | Added |
| US Asset Management LLC | 2,928 | $705.0K | 0.70% | +2,928 | New |
| Aspen Investment Management Inc | 2,935 | $707.0K | 0.40% | +409+16.2% | Added |
| Everpar Advisors LLC | 2,948 | $709.9K | 0.33% | +2,948 | New |
| First Western Trust Bank | 2,953 | $711.1K | 0.04% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 2,953 | $711.1K | 0.28% | +2,953 | New |
| American National Bank | 2,958 | $712.3K | 0.11% | +24+0.8% | Added |
| KRS Capital Management, LLC | 2,973 | $715.9K | 0.67% | +207+7.5% | Added |
| Virtus ETF Advisers LLC | 2,991 | $720.3K | 0.46% | +2,991 | New |
| Morningstar Investment Management LLC | 3,003 | $723.0K | 0.08% | +59+2.0% | Added |
| Belpointe Asset Management LLC | 3,005 | $723.8K | 0.06% | −135−4.3% | Reduced |
| Sabal Trust CO | 3,006 | $723.9K | 0.04% | +3,006 | New |
| Viawealth, LLC | 3,018 | $726.8K | 0.50% | 00.0% | Unchanged |
| Albert D Mason Inc | 3,025 | $729.0K | 0.48% | −14−0.5% | Reduced |
| Clarius Group, LLC | 3,031 | $729.9K | 0.06% | −261−7.9% | Reduced |
| Tompkins Financial Corp | 3,031 | $729.9K | 0.09% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,032 | $730.2K | 0.37% | −21−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 3,035 | $730.9K | 0.17% | −56−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,092 | $744.6K | 0.09% | +115+3.9% | Added |
| Carson Advisory Inc. | 3,099 | $746.3K | 0.58% | −211−6.4% | Reduced |
| Diligent Investors, LLC | 3,100 | $746.5K | 0.21% | −220−6.6% | Reduced |
| Lion Street Advisors, LLC | 3,122 | $751.8K | 0.31% | −2,305−42.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,128 | $753.3K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,138 | $755.7K | 0.10% | +234+8.1% | Added |
| Laidlaw Wealth Management LLC | 3,139 | $755.9K | 0.27% | +9+0.3% | Added |
| Bridgefront Capital, LLC | 3,150 | $758.6K | 0.57% | −6−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 3,170 | $763.0K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,171 | $763.6K | 0.44% | −16−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 3,187 | $767.5K | 0.13% | −49−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 3,189 | $768.0K | 0.03% | +1,777+125.8% | Added |
| Wetzel Investment Advisors, Inc. | 3,188 | $768.0K | 0.47% | +3,188 | New |
| RMB Capital Management, LLC | 3,194 | $769.2K | 0.02% | +74+2.4% | Added |
| Napatree Capital LLC | 3,202 | $771.1K | 0.77% | +3,202 | New |
| Dimension Capital Management LLC | 3,203 | $771.3K | 0.16% | +3,203 | New |
| Covenant Partners, LLC | 3,210 | $773.0K | 0.24% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,239 | $780.0K | 0.09% | +106+3.4% | Added |
| Montag A & Associates Inc | 3,246 | $781.7K | 0.04% | +200+6.6% | Added |
| Axxcess Wealth Management, LLC | 3,256 | $784.0K | 0.02% | +309+10.5% | Added |
| FirstPurpose Wealth LLC | 3,311 | $797.4K | 0.30% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,323 | $800.2K | 0.36% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,328 | $801.4K | 0.75% | −30−0.9% | Reduced |
| Enterprise Financial Services Corp | 3,339 | $804.1K | 0.49% | −195−5.5% | Reduced |
| Means Investment Co., Inc. | 3,343 | $805.1K | 0.12% | −268−7.4% | Reduced |
| Nwam LLC | 3,357 | $808.5K | 0.06% | −313−8.5% | Reduced |
| Bigelow Investment Advisors, LLC | 3,362 | $809.6K | 0.44% | −795−19.1% | Reduced |
| Optimum Investment Advisors | 3,376 | $813.0K | 0.41% | −1,725−33.8% | Reduced |