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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 3,019 | $813.4K | 0.18% | +419+16.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,380 | $814.0K | 0.74% | +3,380 | New |
| PGGM Investments | 3,396 | $818.0K | 0.01% | −3,139−48.0% | Reduced |
| FWL Investment Management, LLC | 3,398 | $818.3K | 0.48% | +3,398 | New |
| Nkcfo LLC | 3,400 | $819.0K | 0.44% | +1,700+100.0% | Added |
| Abacus Wealth Partners, LLC | 3,418 | $823.1K | 0.14% | −138−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,420 | $823.6K | 0.32% | +3+0.1% | Added |
| NCM Capital Management, LLC | 3,439 | $828.2K | 0.50% | 00.0% | Unchanged |
| SRN Advisors, LLC | 3,443 | $829.1K | 0.74% | +3,443 | New |
| Citadel Investment Advisory, Inc. | 3,457 | $833.0K | 0.51% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 3,461 | $833.5K | 0.21% | +3,461 | New |
| Diametric Capital, LP | 3,475 | $836.8K | 0.51% | −152−4.2% | Reduced |
| Heartland Bank & Trust Co | 3,479 | $837.8K | 0.58% | −214−5.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,479 | $837.8K | 0.09% | −176−4.8% | Reduced |
| Rehmann Capital Advisory Group | 3,487 | $839.8K | 0.07% | +74+2.2% | Added |
| Garner Asset Management Corp | 3,090 | $843.4K | 0.43% | −510−14.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,503 | $843.6K | 0.59% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,513 | $846.0K | 0.60% | +252+7.7% | Added |
| KLCM Advisors, Inc. | 3,519 | $847.4K | 0.13% | +63+1.8% | Added |
| Enzi Wealth | 3,115 | $848.5K | 0.41% | −136−4.2% | Reduced |
| Jackson Square Capital, LLC | 3,537 | $851.8K | 0.27% | +1,826+106.7% | Added |
| MCF Advisors LLC | 3,550 | $854.9K | 0.07% | +264+8.0% | Added |
| Miracle Mile Advisors, LLC | 3,607 | $868.6K | 0.02% | +3,607 | New |
| Balentine LLC | 3,608 | $868.9K | 0.03% | −237−6.2% | Reduced |
| Girard Partners Ltd. | 3,616 | $870.8K | 0.09% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 3,627 | $873.5K | 0.18% | +3,627 | New |
| Founders Financial Alliance, LLC | 3,659 | $881.1K | 0.34% | +132+3.7% | Added |
| Evercore Wealth Management, LLC | 3,679 | $886.0K | 0.01% | −75−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,680 | $886.2K | 0.14% | +48+1.3% | Added |
| InterOcean Capital Group, LLC | 3,683 | $886.9K | 0.02% | +59+1.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,684 | $887.2K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,700 | $891.0K | 0.10% | +3,586+3,145.6% | Added |
| First National Bank & Trust Co of Newtown | 3,708 | $893.0K | 0.19% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,716 | $894.9K | 0.01% | +626+20.3% | Added |
| iA Global Asset Management Inc. | 3,724 | $897.0K | 0.02% | −27,801−88.2% | Reduced |
| Allegheny Financial Group LTD | 3,740 | $900.5K | 0.29% | +10.0% | Added |
| Graham Capital Management, L.P. | 3,755 | $904.3K | 0.03% | −2,553−40.5% | Reduced |
| Avestar Capital, LLC | 3,778 | $909.8K | 0.11% | +139+3.8% | Added |
| Coastal Investment Advisors, Inc. | 3,785 | $911.4K | 0.21% | −129−3.3% | Reduced |
| USA Financial Portformulas Corp | 3,793 | $913.4K | 0.16% | +2,646+230.7% | Added |
| Ellenbecker Investment Group | 3,801 | $915.0K | 0.21% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,810 | $918.0K | 0.17% | +55+1.5% | Added |
| Catalyst Financial Partners LLC | 3,815 | $918.7K | 0.26% | +81+2.2% | Added |
| RSM US Wealth Management LLC | 3,873 | $932.7K | 0.03% | +1,893+95.6% | Added |
| Qtron Investments LLC | 3,881 | $934.6K | 0.15% | +1,616+71.3% | Added |
| Riverview Trust Co | 3,882 | $934.9K | 0.95% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,890 | $936.8K | 0.04% | +1,365+54.1% | Added |
| Strategic Blueprint, LLC | 3,895 | $938.1K | 0.08% | +1,005+34.8% | Added |
| Essex Savings Bank | 3,903 | $939.9K | 0.27% | +347+9.8% | Added |
| Choate Investment Advisors | 3,903 | $939.9K | 0.03% | +377+10.7% | Added |
| Stevens Capital Management LP | 3,933 | $947.0K | 0.24% | +3,933 | New |
| Advisory Resource Group | 3,949 | $951.0K | 0.24% | −146−3.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,973 | $956.8K | 0.08% | +35+0.9% | Added |
| Trust Point Inc. | 3,975 | $957.3K | 0.08% | +3,975 | New |
| Ballentine Partners, LLC | 3,984 | $959.4K | 0.02% | +137+3.6% | Added |
| Dearborn Partners LLC | 3,988 | $960.4K | 0.03% | −8−0.2% | Reduced |
| InTrack Investment Management Inc | 3,990 | $960.9K | 0.72% | +1,906+91.5% | Added |
| Retirement Capital Strategies | 3,996 | $962.3K | 0.42% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,006 | $964.7K | 0.46% | +4,006 | New |
| RFG Advisory, LLC | 4,020 | $968.2K | 0.04% | −677−14.4% | Reduced |
| Cobblestone Capital Advisors LLC | 4,040 | $972.9K | 0.06% | −28−0.7% | Reduced |
| Farmers Trust Co | 4,042 | $973.4K | 0.20% | −200−4.7% | Reduced |
| Twin Capital Management Inc | 4,047 | $974.6K | 0.13% | −236−5.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,050 | $975.4K | 0.02% | +698+20.8% | Added |
| Continuum Advisory, LLC | 4,078 | $982.1K | 0.14% | +735+22.0% | Added |
| Penserra Capital Management LLC | 4,097 | $984.0K | 0.02% | −392−8.7% | Reduced |
| Phocas Financial Corp. | 4,090 | $985.0K | 0.13% | −1,615−28.3% | Reduced |
| Delta Investment Management, LLC | 4,103 | $988.1K | 0.24% | +67+1.7% | Added |
| Telemus Capital, LLC | 4,111 | $990.0K | 0.08% | +42+1.0% | Added |
| 9258 Wealth Management, LLC | 4,155 | $1.00M | 0.18% | +29+0.7% | Added |
| Weiss Asset Management LP | 4,156 | $1.00M | 0.07% | +4,156 | New |
| Lake Street Financial LLC | 4,164 | $1.00M | 0.16% | +2,231+115.4% | Added |
| NorthRock Partners, LLC | 4,173 | $1.00M | 0.04% | +2,256+117.7% | Added |
| Renasant Bank | 4,180 | $1.01M | 0.80% | +157+3.9% | Added |
| Forum Financial Management, LP | 4,181 | $1.01M | 0.02% | −509−10.9% | Reduced |
| Speece Thorson Capital Group Inc | 4,185 | $1.01M | 0.21% | −32,120−88.5% | Reduced |
| Oldfather Financial Services, LLC | 4,205 | $1.01M | 0.45% | −11−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 4,214 | $1.01M | 0.11% | −1,684−28.6% | Reduced |
| Wedmont Private Capital | 4,251 | $1.02M | 0.08% | +551+14.9% | Added |
| Grove Bank & Trust | 4,226 | $1.02M | 0.19% | −178−4.0% | Reduced |
| Outfitter Financial LLC | 4,250 | $1.02M | 0.89% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,262 | $1.03M | 0.29% | +108+2.6% | Added |
| Cigna Investments Inc | 4,277 | $1.03M | 0.21% | +10.0% | Added |
| AlphaCore Capital LLC | 4,290 | $1.03M | 0.15% | −10.0% | Reduced |
| Lantern Wealth Advisors, LLC | 4,300 | $1.04M | 0.81% | +4,300 | New |
| Mission Wealth Management, LP | 4,306 | $1.04M | 0.03% | +366+9.3% | Added |
| Farther Finance Advisors, LLC | 4,318 | $1.04M | 0.07% | +3,223+294.3% | Added |
| Principal Securities, Inc. | 4,333 | $1.04M | 0.04% | +4,333 | New |
| Ramirez Asset Management, Inc. | 4,344 | $1.05M | 0.21% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 4,350 | $1.05M | 0.41% | −75−1.7% | Reduced |
| Biltmore Wealth Management, LLC | 4,370 | $1.05M | 0.50% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,392 | $1.06M | 0.12% | −75−1.7% | Reduced |
| Seeds Investor LLC | 4,395 | $1.06M | 1.20% | +4,395 | New |
| Center for Financial Planning, Inc. | 4,397 | $1.06M | 0.19% | +23+0.5% | Added |
| Eagle Rock Investment Company, LLC | 4,400 | $1.06M | 0.22% | −500−10.2% | Reduced |
| Fort Washington Investment Advisors Inc | 4,412 | $1.06M | 0.01% | +589+15.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,433 | $1.07M | 0.13% | +869+24.4% | Added |
| Zhang Financial LLC | 4,443 | $1.07M | 0.09% | −3−0.1% | Reduced |
| Peak Planning Group, LLC | 4,445 | $1.07M | 0.77% | −4−0.1% | Reduced |
| Hyman Charles D | 4,448 | $1.07M | 0.06% | +182+4.3% | Added |