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
- 1,821
- +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
- 667 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 | 2,532 | $116.2B |
| Q4 2025 | 2,471 | $102.5B |
| Q3 2025 | 2,392 | $119.3B |
| Q2 2025 | 2,328 | $117.1B |
| Q1 2025 | 2,195 | $88.7B |
| Q4 2024 | 2,286 | $107.8B |
| Q3 2024 | 2,130 | $107.0B |
| Q2 2024 | 2,083 | $103.3B |
| Q1 2024 | 2,009 | $103.7B |
| Q4 2023 | 1,821 | $80.0B |
| Q3 2023 | 1,663 | $70.7B |
| Q2 2023 | 1,627 | $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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 4,760 | $1.15M | 0.03% | −287−5.7% | Reduced |
| Strong Tower Advisory Services | 4,752 | $1.14M | 0.51% | +62+1.3% | Added |
| MTM Investment Management, LLC | 4,732 | $1.14M | 0.52% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,724 | $1.14M | 0.07% | −825−14.9% | Reduced |
| Farmers & Merchants Investments Inc | 4,677 | $1.13M | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,656 | $1.12M | 0.15% | +558+13.6% | Added |
| Kinneret Advisory, LLC | 4,635 | $1.12M | 0.12% | −30−0.6% | Reduced |
| Crawford Investment Counsel Inc | 4,629 | $1.11M | 0.02% | −1,412−23.4% | Reduced |
| Founders Financial Securities LLC | 4,614 | $1.11M | 0.12% | +175+3.9% | Added |
| Avidian Wealth Solutions, LLC | 4,579 | $1.10M | 0.07% | +321+7.5% | Added |
| Arden Trust Co | 4,574 | $1.10M | 0.16% | −60−1.3% | Reduced |
| Provenance Wealth Advisors, LLC | 4,568 | $1.10M | 0.15% | −331−6.8% | Reduced |
| Highline Wealth Partners LLC | 4,568 | $1.10M | 0.53% | −57−1.2% | Reduced |
| IVC Wealth Advisors LLC | 4,562 | $1.10M | 0.68% | −53−1.1% | Reduced |
| Marcum Wealth, LLC | 4,545 | $1.09M | 0.12% | −206−4.3% | Reduced |
| Northern Financial Advisors Inc | 4,538 | $1.09M | 0.92% | −26−0.6% | Reduced |
| Banque Cantonale Vaudoise | 4,522 | $1.09M | 0.05% | −3,536−43.9% | Reduced |
| Evermay Wealth Management LLC | 4,512 | $1.09M | 0.20% | −101−2.2% | Reduced |
| Covenant Asset Management, LLC | 4,493 | $1.08M | 0.30% | +284+6.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,465 | $1.08M | 1.14% | +4,465 | New |
| Buckley Wealth Management, LLC | 4,460 | $1.07M | 0.37% | +4,460 | New |
| Nicolet Bankshares Inc | 4,456 | $1.07M | 0.29% | 00.0% | Unchanged |
| Hyman Charles D | 4,448 | $1.07M | 0.06% | +182+4.3% | Added |
| Peak Planning Group, LLC | 4,445 | $1.07M | 0.77% | −4−0.1% | Reduced |
| Zhang Financial LLC | 4,443 | $1.07M | 0.09% | −3−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,433 | $1.07M | 0.13% | +869+24.4% | Added |
| Fort Washington Investment Advisors Inc | 4,412 | $1.06M | 0.01% | +589+15.4% | Added |
| Eagle Rock Investment Company, LLC | 4,400 | $1.06M | 0.22% | −500−10.2% | Reduced |
| Center for Financial Planning, Inc. | 4,397 | $1.06M | 0.19% | +23+0.5% | Added |
| Seeds Investor LLC | 4,395 | $1.06M | 1.20% | +4,395 | New |
| Crescent Grove Advisors, LLC | 4,392 | $1.06M | 0.12% | −75−1.7% | Reduced |
| Biltmore Wealth Management, LLC | 4,370 | $1.05M | 0.50% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 4,350 | $1.05M | 0.41% | −75−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 4,344 | $1.05M | 0.21% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,333 | $1.04M | 0.04% | +4,333 | New |
| Farther Finance Advisors, LLC | 4,318 | $1.04M | 0.07% | +3,223+294.3% | Added |
| Mission Wealth Management, LP | 4,306 | $1.04M | 0.03% | +366+9.3% | Added |
| Lantern Wealth Advisors, LLC | 4,300 | $1.04M | 0.81% | +4,300 | New |
| AlphaCore Capital LLC | 4,290 | $1.03M | 0.15% | −10.0% | Reduced |
| Cigna Investments Inc | 4,277 | $1.03M | 0.21% | +10.0% | Added |
| West Paces Advisors Inc. | 4,262 | $1.03M | 0.29% | +108+2.6% | Added |
| Outfitter Financial LLC | 4,250 | $1.02M | 0.89% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,226 | $1.02M | 0.19% | −178−4.0% | Reduced |
| Wedmont Private Capital | 4,251 | $1.02M | 0.08% | +551+14.9% | Added |
| Desjardins Global Asset Management Inc. | 4,214 | $1.01M | 0.11% | −1,684−28.6% | Reduced |
| Oldfather Financial Services, LLC | 4,205 | $1.01M | 0.45% | −11−0.3% | Reduced |
| Speece Thorson Capital Group Inc | 4,185 | $1.01M | 0.21% | −32,120−88.5% | Reduced |
| Forum Financial Management, LP | 4,181 | $1.01M | 0.02% | −509−10.9% | Reduced |
| Renasant Bank | 4,180 | $1.01M | 0.80% | +157+3.9% | Added |
| NorthRock Partners, LLC | 4,173 | $1.00M | 0.04% | +2,256+117.7% | Added |
| Lake Street Financial LLC | 4,164 | $1.00M | 0.16% | +2,231+115.4% | Added |
| Weiss Asset Management LP | 4,156 | $1.00M | 0.07% | +4,156 | New |
| 9258 Wealth Management, LLC | 4,155 | $1.00M | 0.18% | +29+0.7% | Added |
| Telemus Capital, LLC | 4,111 | $990.0K | 0.08% | +42+1.0% | Added |
| Delta Investment Management, LLC | 4,103 | $988.1K | 0.24% | +67+1.7% | Added |
| Phocas Financial Corp. | 4,090 | $985.0K | 0.13% | −1,615−28.3% | Reduced |
| Penserra Capital Management LLC | 4,097 | $984.0K | 0.02% | −392−8.7% | Reduced |
| Continuum Advisory, LLC | 4,078 | $982.1K | 0.14% | +735+22.0% | Added |
| Resources Investment Advisors, LLC. | 4,050 | $975.4K | 0.02% | +698+20.8% | Added |
| Twin Capital Management Inc | 4,047 | $974.6K | 0.13% | −236−5.5% | Reduced |
| Farmers Trust Co | 4,042 | $973.4K | 0.20% | −200−4.7% | Reduced |
| Cobblestone Capital Advisors LLC | 4,040 | $972.9K | 0.06% | −28−0.7% | Reduced |
| RFG Advisory, LLC | 4,020 | $968.2K | 0.04% | −677−14.4% | Reduced |
| Skopos Labs, Inc. | 4,006 | $964.7K | 0.46% | +4,006 | New |
| Retirement Capital Strategies | 3,996 | $962.3K | 0.42% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,990 | $960.9K | 0.72% | +1,906+91.5% | Added |
| Dearborn Partners LLC | 3,988 | $960.4K | 0.03% | −8−0.2% | Reduced |
| Ballentine Partners, LLC | 3,984 | $959.4K | 0.02% | +137+3.6% | Added |
| Trust Point Inc. | 3,975 | $957.3K | 0.08% | +3,975 | New |
| Fulton Breakefield Broenniman LLC | 3,973 | $956.8K | 0.08% | +35+0.9% | Added |
| Advisory Resource Group | 3,949 | $951.0K | 0.24% | −146−3.6% | Reduced |
| Stevens Capital Management LP | 3,933 | $947.0K | 0.24% | +3,933 | New |
| Choate Investment Advisors | 3,903 | $939.9K | 0.03% | +377+10.7% | Added |
| Essex Savings Bank | 3,903 | $939.9K | 0.27% | +347+9.8% | Added |
| Strategic Blueprint, LLC | 3,895 | $938.1K | 0.08% | +1,005+34.8% | Added |
| HBK Sorce Advisory LLC | 3,890 | $936.8K | 0.04% | +1,365+54.1% | Added |
| Riverview Trust Co | 3,882 | $934.9K | 0.95% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,881 | $934.6K | 0.15% | +1,616+71.3% | Added |
| RSM US Wealth Management LLC | 3,873 | $932.7K | 0.03% | +1,893+95.6% | Added |
| Catalyst Financial Partners LLC | 3,815 | $918.7K | 0.26% | +81+2.2% | Added |
| Dillon & Associates Inc | 3,810 | $918.0K | 0.17% | +55+1.5% | Added |
| Ellenbecker Investment Group | 3,801 | $915.0K | 0.21% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,793 | $913.4K | 0.16% | +2,646+230.7% | Added |
| Coastal Investment Advisors, Inc. | 3,785 | $911.4K | 0.21% | −129−3.3% | Reduced |
| Avestar Capital, LLC | 3,778 | $909.8K | 0.11% | +139+3.8% | Added |
| Graham Capital Management, L.P. | 3,755 | $904.3K | 0.03% | −2,553−40.5% | Reduced |
| Allegheny Financial Group LTD | 3,740 | $900.5K | 0.29% | +10.0% | Added |
| iA Global Asset Management Inc. | 3,724 | $897.0K | 0.02% | −27,801−88.2% | Reduced |
| Mather Group, LLC. | 3,716 | $894.9K | 0.01% | +626+20.3% | Added |
| First National Bank & Trust Co of Newtown | 3,708 | $893.0K | 0.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,700 | $891.0K | 0.10% | +3,586+3,145.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,684 | $887.2K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,683 | $886.9K | 0.02% | +59+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,680 | $886.2K | 0.14% | +48+1.3% | Added |
| Evercore Wealth Management, LLC | 3,679 | $886.0K | 0.01% | −75−2.0% | Reduced |
| Founders Financial Alliance, LLC | 3,659 | $881.1K | 0.34% | +132+3.7% | Added |
| First Trust Investment Solutions L.P. | 3,627 | $873.5K | 0.18% | +3,627 | New |
| Girard Partners Ltd. | 3,616 | $870.8K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 3,608 | $868.9K | 0.03% | −237−6.2% | Reduced |
| Miracle Mile Advisors, LLC | 3,607 | $868.6K | 0.02% | +3,607 | New |