Skip to main content

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.

Institutional holdersQ4 2023: 1,821 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,627 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,821 institutionsQ1 2024: 2,009 institutionsQ2 2024: 2,083 institutionsQ3 2024: 2,130 institutionsQ4 2024: 2,286 institutionsQ1 2025: 2,195 institutionsQ2 2025: 2,328 institutionsQ3 2025: 2,392 institutionsQ4 2025: 2,471 institutionsQ1 2026: 2,532 institutionsQ2 2026: 2,686 institutions
Value heldQ4 2023: $80.0B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,532$116.2B
Q4 20252,471$102.5B
Q3 20252,392$119.3B
Q2 20252,328$117.1B
Q1 20252,195$88.7B
Q4 20242,286$107.8B
Q3 20242,130$107.0B
Q2 20242,083$103.3B
Q1 20242,009$103.7B
Q4 20231,821$80.0B
Q3 20231,663$70.7B
Q2 20231,627$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2023.

Institutions holding ETN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First American Bank52,818$12.7M1.06%−3,015−5.4%Reduced
Yousif Capital Management, LLC52,637$12.7M0.15%−2,205−4.0%Reduced
Xponance, Inc.52,578$12.7M0.15%+2,156+4.3%Added
Anchor Capital Advisors LLC51,777$12.5M0.33%−1,170−2.2%Reduced
FIL Ltd51,758$12.5M0.01%+25,022+93.6%Added
Connectus Wealth, LLC51,679$12.4M0.25%−124−0.2%Reduced
CIBC World Markets Corp51,392$12.4M0.07%+29,370+133.4%Added
Picton Mahoney Asset Management50,346$12.1M0.56%−1,321−2.6%Reduced
First Citizens Bank & Trust Co50,293$12.1M0.22%−3,830−7.1%Reduced
Lido Advisors, LLC50,163$12.1M0.12%+1,832+3.8%Added
Putnam Investments LLC50,119$12.1M0.02%+33,653+204.4%Added
First Nebraska Trust Co50,002$12.0M1.39%−710−1.4%Reduced
Grimes & Company, Inc.49,997$12.0M0.40%−415−0.8%Reduced
Illinois Municipal Retirement Fund49,947$12.0M0.20%+579+1.2%Added
Tower Research Capital LLC (TRC)49,559$11.9M0.15%+25,619+107.0%Added
Tudor Investment Corp Et Al49,179$11.8M0.16%−3,036−5.8%Reduced
Eliot Finkel Investment Counsel, LLC48,850$11.8M7.90%−965−1.9%Reduced
Moors & Cabot, Inc.48,512$11.7M0.73%−563−1.1%Reduced
Nissay Asset Management Corp48,508$11.7M0.09%+2,255+4.9%Added
ARS Investment Partners, LLC47,879$11.5M1.28%−733−1.5%Reduced
Ledyard National Bank47,518$11.4M1.18%−2,673−5.3%Reduced
First National Bank of Omaha47,214$11.4M0.72%−3,110−6.2%Reduced
MML Investors Services, LLC47,117$11.3M0.05%+9,386+24.9%Added
Hamilton Point Investment Advisors, LLC46,995$11.3M2.29%+363+0.8%Added
Cetera Advisors LLC46,623$11.2M0.16%−4,285−8.4%Reduced
Trust Co of Vermont46,464$11.2M0.75%−2,177−4.5%Reduced
British Columbia Investment Management Corp45,927$11.1M0.09%+9,680+26.7%Added
Ziegler Capital Management, LLC45,511$11.0M0.50%−9,333−17.0%Reduced
Colonial Trust Advisors44,874$10.8M1.15%−2,826−5.9%Reduced
Rice Partnership, LLC44,718$10.8M2.81%−3,652−7.6%Reduced
O'Shaughnessy Asset Management, LLC44,601$10.7M0.14%−84−0.2%Reduced
JustInvest LLC44,453$10.7M0.27%+3,639+8.9%Added
RNC Capital Management LLC44,307$10.7M0.64%+445+1.0%Added
Adell Harriman & Carpenter Inc43,984$10.6M0.98%+4,287+10.8%Added
Two Point Capital Management, Inc.43,865$10.6M4.82%+450+1.0%Added
Bourgeon Capital Management LLC43,637$10.5M2.32%−68−0.2%Reduced
Northstar Asset Management Inc43,498$10.5M3.03%−275−0.6%Reduced
Wealthfront Advisers LLC43,469$10.5M0.04%+5,340+14.0%Added
L & S Advisors Inc43,298$10.4M1.27%+8,228+23.5%Added
EagleClaw Capital Managment, LLC43,230$10.4M2.17%+155+0.4%Added
Meiji Yasuda Asset Management Co Ltd.42,984$10.4M0.47%+1,639+4.0%Added
McDonald Partners LLC42,971$10.3M3.07%−658−1.5%Reduced
Jennison Associates LLC42,689$10.3M0.01%−76,928−64.3%Reduced
Synovus Financial Corp42,632$10.3M0.15%−28,737−40.3%Reduced
Haverford Financial Services, Inc.42,313$10.2M3.05%+94+0.2%Added
General American Investors Co Inc40,500$9.75M0.81%−15,700−27.9%Reduced
Bartlett & Co. Wealth Management LLC40,384$9.72M0.16%−1,105−2.7%Reduced
Bartlett & Co. LLC40,384$9.72M0.16%−1,105−2.7%Reduced
Kovitz Investment Group Partners, LLC40,300$9.71M0.16%−1,370−3.3%Reduced
Baker Avenue Asset Management, LP40,210$9.68M0.43%+38,847+2,850.1%Added
Exencial Wealth Advisors, LLC39,373$9.48M0.39%−2,917−6.9%Reduced
Jane Street Group, LLC39,271$9.46M0.01%−141,866−78.3%Reduced
WealthBridge Investment Counsel Inc.39,120$9.42M3.77%−1,000−2.5%Reduced
Andra AP-fonden39,000$9.39M0.50%+1,700+4.6%Added
Varma Mutual Pension Insurance Co38,466$9.26M0.10%−31,534−45.0%Reduced
Harrell Investment Partners, LLC38,438$9.26M2.88%+673+1.8%Added
Cresset Asset Management, LLC38,285$9.22M0.06%+2,301+6.4%Added
Summit Financial Wealth Advisors, LLC38,280$9.22M2.09%−820−2.1%Reduced
Fiduciary Alliance LLC38,210$9.20M1.81%+1,287+3.5%Added
Forbes J M & Co LLP38,006$9.15M1.06%+96+0.3%Added
Allianz Asset Management GmbH37,449$9.02M0.02%−26,159−41.1%Reduced
Running Oak Capital LLC37,410$9.01M1.77%+37,410New
Altrius Capital Management Inc37,368$9.00M2.51%−1,302−3.4%Reduced
Boston Family Office LLC36,339$8.75M0.66%+902+2.5%Added
Wafra Inc.36,305$8.74M0.51%−148,900−80.4%Reduced
Brown Advisory Inc36,134$8.70M0.01%−1,265−3.4%Reduced
United Capital Financial Advisers, LLC36,128$8.70M0.07%+2,915+8.8%Added
Sit Investment Associates Inc35,727$8.60M0.21%−2,715−7.1%Reduced
Westwood Management Corp35,620$8.58M3.18%−77,600−68.5%Reduced
Gulf International Bank (UK) Ltd35,462$8.54M0.24%−2,305−6.1%Reduced
Nicholas Company, Inc.35,370$8.52M0.15%−3,890−9.9%Reduced
Kestra Private Wealth Services, LLC34,897$8.40M0.21%+448+1.3%Added
Elo Mutual Pension Insurance Co34,835$8.39M0.23%+1,474+4.4%Added
Snowden Capital Advisors LLC34,437$8.29M0.32%+19,623+132.5%Added
Estabrook Capital Management34,336$8.27M1.35%−1,782−4.9%Reduced
Braun Stacey Associates Inc34,242$8.25M0.37%−6,264−15.5%Reduced
Pacer Advisors, Inc.34,071$8.20M0.02%+7,964+30.5%Added
Rafferty Asset Management, LLC33,490$8.07M0.03%+1,757+5.5%Added
Spring Capital Management, LLC33,216$8.00M6.27%−862−2.5%Reduced
Beacon Financial Group33,118$7.98M0.97%−1,219−3.6%Reduced
AE Wealth Management LLC32,038$7.88M0.04%+3,527+12.4%Added
GLOBALT Investments LLC32,650$7.86M0.33%+32,650New
Summitry LLC32,442$7.81M0.45%+201+0.6%Added
Greenfield Seitz Capital Management, LLC32,238$7.76M3.09%+32,238New
Scissortail Wealth Management, LLC31,179$7.75M2.46%+31,179New
Capital Fund Management S.A.32,185$7.75M0.10%−22,061−40.7%Reduced
Pegasus Asset Management, Inc.32,129$7.74M3.32%−56−0.2%Reduced
Kentucky Retirement Systems31,948$7.69M0.24%−1,689−5.0%Reduced
Sycomore Asset Management31,866$7.67M1.65%+10,324+47.9%Added
Tower Bridge Advisors31,562$7.60M0.65%+153+0.5%Added
Colony Group, LLC31,473$7.58M0.10%+31,473New
KBC Group NV31,216$7.52M0.03%−2,851−8.4%Reduced
Integrated Advisors Network LLC31,139$7.50M0.43%−1,436−4.4%Reduced
Carret Asset Management, LLC31,133$7.50M0.95%−454−1.4%Reduced
Maryland State Retirement & Pension System31,002$7.47M0.15%+330+1.1%Added
Marks Group Wealth Management, Inc30,907$7.44M0.85%+30,907New
Brinker Capital Investments, LLC30,986$7.41M0.09%+258+0.8%Added
Orion Portfolio Solutions, LLC30,986$7.41M0.09%+258+0.8%Added
Barometer Capital Management Inc.30,532$7.35M2.08%+30,532New
Stock Yards Bank & Trust Co30,347$7.31M0.26%−3,593−10.6%Reduced