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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 3,550 | $854.9K | 0.07% | +264+8.0% | Added |
| Jackson Square Capital, LLC | 3,537 | $851.8K | 0.27% | +1,826+106.7% | Added |
| Enzi Wealth | 3,115 | $848.5K | 0.41% | −136−4.2% | Reduced |
| KLCM Advisors, Inc. | 3,519 | $847.4K | 0.13% | +63+1.8% | Added |
| ISAM Funds (UK) Ltd | 3,513 | $846.0K | 0.60% | +252+7.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,503 | $843.6K | 0.59% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,090 | $843.4K | 0.43% | −510−14.2% | Reduced |
| Rehmann Capital Advisory Group | 3,487 | $839.8K | 0.07% | +74+2.2% | Added |
| 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 |
| Diametric Capital, LP | 3,475 | $836.8K | 0.51% | −152−4.2% | Reduced |
| Correct Capital Wealth Management | 3,461 | $833.5K | 0.21% | +3,461 | New |
| Citadel Investment Advisory, Inc. | 3,457 | $833.0K | 0.51% | 00.0% | Unchanged |
| SRN Advisors, LLC | 3,443 | $829.1K | 0.74% | +3,443 | New |
| NCM Capital Management, LLC | 3,439 | $828.2K | 0.50% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,420 | $823.6K | 0.32% | +3+0.1% | Added |
| Abacus Wealth Partners, LLC | 3,418 | $823.1K | 0.14% | −138−3.9% | Reduced |
| Nkcfo LLC | 3,400 | $819.0K | 0.44% | +1,700+100.0% | Added |
| FWL Investment Management, LLC | 3,398 | $818.3K | 0.48% | +3,398 | New |
| PGGM Investments | 3,396 | $818.0K | 0.01% | −3,139−48.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,380 | $814.0K | 0.74% | +3,380 | New |
| Ambassador Advisors, LLC | 3,019 | $813.4K | 0.18% | +419+16.1% | Added |
| Optimum Investment Advisors | 3,376 | $813.0K | 0.41% | −1,725−33.8% | Reduced |
| Bigelow Investment Advisors, LLC | 3,362 | $809.6K | 0.44% | −795−19.1% | Reduced |
| Nwam LLC | 3,357 | $808.5K | 0.06% | −313−8.5% | Reduced |
| Means Investment Co., Inc. | 3,343 | $805.1K | 0.12% | −268−7.4% | Reduced |
| Enterprise Financial Services Corp | 3,339 | $804.1K | 0.49% | −195−5.5% | Reduced |
| Richwood Investment Advisors, LLC | 3,328 | $801.4K | 0.75% | −30−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 3,323 | $800.2K | 0.36% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,311 | $797.4K | 0.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,256 | $784.0K | 0.02% | +309+10.5% | Added |
| Montag A & Associates Inc | 3,246 | $781.7K | 0.04% | +200+6.6% | Added |
| Sage Mountain Advisors LLC | 3,239 | $780.0K | 0.09% | +106+3.4% | Added |
| Covenant Partners, LLC | 3,210 | $773.0K | 0.24% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 3,203 | $771.3K | 0.16% | +3,203 | New |
| Napatree Capital LLC | 3,202 | $771.1K | 0.77% | +3,202 | New |
| RMB Capital Management, LLC | 3,194 | $769.2K | 0.02% | +74+2.4% | Added |
| Wetzel Investment Advisors, Inc. | 3,188 | $768.0K | 0.47% | +3,188 | New |
| Wealthcare Advisory Partners LLC | 3,189 | $768.0K | 0.03% | +1,777+125.8% | Added |
| Patton Albertson Miller Group, LLC | 3,187 | $767.5K | 0.13% | −49−1.5% | Reduced |
| Greenfield Savings Bank | 3,171 | $763.6K | 0.44% | −16−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 3,170 | $763.0K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,150 | $758.6K | 0.57% | −6−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 3,139 | $755.9K | 0.27% | +9+0.3% | Added |
| Mayflower Financial Advisors, LLC | 3,138 | $755.7K | 0.10% | +234+8.1% | Added |
| Guyasuta Investment Advisors Inc | 3,128 | $753.3K | 0.05% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 3,122 | $751.8K | 0.31% | −2,305−42.5% | Reduced |
| Diligent Investors, LLC | 3,100 | $746.5K | 0.21% | −220−6.6% | Reduced |
| Carson Advisory Inc. | 3,099 | $746.3K | 0.58% | −211−6.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,092 | $744.6K | 0.09% | +115+3.9% | Added |
| SevenBridge Financial Group, LLC | 3,035 | $730.9K | 0.17% | −56−1.8% | Reduced |
| Palumbo Wealth Management LLC | 3,032 | $730.2K | 0.37% | −21−0.7% | 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 |
| Albert D Mason Inc | 3,025 | $729.0K | 0.48% | −14−0.5% | Reduced |
| Viawealth, LLC | 3,018 | $726.8K | 0.50% | 00.0% | Unchanged |
| Sabal Trust CO | 3,006 | $723.9K | 0.04% | +3,006 | New |
| Belpointe Asset Management LLC | 3,005 | $723.8K | 0.06% | −135−4.3% | Reduced |
| Morningstar Investment Management LLC | 3,003 | $723.0K | 0.08% | +59+2.0% | Added |
| Virtus ETF Advisers LLC | 2,991 | $720.3K | 0.46% | +2,991 | New |
| KRS Capital Management, LLC | 2,973 | $715.9K | 0.67% | +207+7.5% | Added |
| American National Bank | 2,958 | $712.3K | 0.11% | +24+0.8% | Added |
| Cloverfields Capital Group, LP | 2,953 | $711.1K | 0.28% | +2,953 | New |
| First Western Trust Bank | 2,953 | $711.1K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,948 | $709.9K | 0.33% | +2,948 | New |
| Aspen Investment Management Inc | 2,935 | $707.0K | 0.40% | +409+16.2% | Added |
| US Asset Management LLC | 2,928 | $705.0K | 0.70% | +2,928 | New |
| Geometric Wealth Advisors | 2,926 | $704.6K | 0.19% | +6+0.2% | Added |
| Gemmer Asset Management LLC | 2,907 | $700.1K | 0.09% | −100−3.3% | Reduced |
| Fundamentun, LLC | 2,906 | $699.8K | 0.08% | +112+4.0% | Added |
| MSH Capital Advisors LLC | 2,899 | $698.1K | 0.26% | +682+30.8% | Added |
| Ssi Investment Management LLC | 3,062 | $695.1K | 0.05% | +1,528+99.6% | Added |
| Manchester Capital Management LLC | 2,871 | $691.4K | 0.09% | +54+1.9% | Added |
| Ironwood Investment Counsel, LLC | 2,869 | $691.0K | 0.13% | −120−4.0% | Reduced |
| 1st Source Bank | 2,866 | $690.2K | 0.04% | −76−2.6% | Reduced |
| Grandfield & Dodd, LLC | 2,854 | $687.3K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 2,842 | $684.3K | 0.01% | +2,842 | New |
| OneAscent Financial Services LLC | 2,829 | $681.0K | 0.08% | +1,733+158.1% | Added |
| IFG Advisory, LLC | 2,820 | $679.3K | 0.05% | +6+0.2% | Added |
| Burns Matteson Capital Management, LLC | 2,820 | $679.1K | 0.48% | −64−2.2% | Reduced |
| Home Federal Bank of Tennessee | 2,816 | $678.1K | 0.23% | 00.0% | Unchanged |
| Welch Group, LLC | 2,805 | $675.5K | 0.04% | +244+9.5% | Added |
| Hancock Whitney Corp | 2,805 | $675.5K | 0.03% | −2−0.1% | Reduced |
| Moody National Bank Trust Division | 2,797 | $673.6K | 0.05% | −3,835−57.8% | Reduced |
| Linscomb & Williams, Inc. | 2,789 | $671.6K | 0.04% | +17+0.6% | Added |
| Park National Corp | 2,787 | $671.2K | 0.03% | +146+5.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,775 | $668.3K | 0.06% | +1,134+69.1% | Added |
| Private Portfolio Partners LLC | 2,766 | $666.1K | 0.15% | −22−0.8% | Reduced |
| Mutual Advisors, LLC | 2,760 | $664.6K | 0.02% | +402+17.0% | Added |
| Orion Capital Management LLC | 2,753 | $663.0K | 0.39% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,744 | $660.8K | 0.07% | +397+16.9% | Added |
| King Luther Capital Management Corp | 2,736 | $658.9K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,736 | $658.9K | 0.13% | −41−1.5% | Reduced |
| Angeles Investment Advisors, LLC | 2,733 | $658.2K | 0.04% | +16+0.6% | Added |
| Morningstar Investment Services LLC | 2,730 | $657.0K | 0.00% | +1,622+146.4% | Added |
| CX Institutional | 2,727 | $656.8K | 0.04% | −56−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,713 | $653.3K | 0.02% | −194−6.7% | Reduced |
| Wade G W & Inc | 2,698 | $650.0K | 0.02% | −101−3.6% | Reduced |
| JJJ Advisors Inc. | 2,678 | $644.9K | 0.16% | −21−0.8% | Reduced |
| Marshall Financial Group LLC | 2,667 | $642.3K | 0.21% | 00.0% | Unchanged |