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 |
|---|---|---|---|---|---|
| Avalon Global Asset Management LLC | 30,000 | $7.22M | 2.83% | −5,000−14.3% | Reduced |
| Winslow Asset Management Inc | 29,960 | $7.21M | 1.47% | +100+0.3% | Added |
| Private Advisor Group, LLC | 29,904 | $7.20M | 0.06% | +5,079+20.5% | Added |
| Thrivent Financial for Lutherans | 29,814 | $7.18M | 0.02% | −4,620−13.4% | Reduced |
| St Germain D J Co Inc | 29,695 | $7.15M | 0.37% | +18,938+176.1% | Added |
| AMJ Financial Wealth Management | 29,653 | $7.14M | 3.01% | −590−2.0% | Reduced |
| CIBC World Markets Inc. | 29,632 | $7.14M | 0.02% | +25,521+620.8% | Added |
| Sequoia Financial Advisors, LLC | 29,500 | $7.10M | 0.09% | +10,572+55.9% | Added |
| Assetmark, Inc | 29,420 | $7.08M | 0.03% | +6,089+26.1% | Added |
| Ellsworth Advisors, LLC | 29,118 | $7.01M | 2.22% | −60.0% | Reduced |
| Citizens National Bank Trust Department | 28,504 | $6.86M | 1.74% | −305−1.1% | Reduced |
| Perkins Coie Trust Co | 28,475 | $6.86M | 1.73% | −377−1.3% | Reduced |
| River Wealth Advisors LLC | 28,302 | $6.82M | 1.09% | +228+0.8% | Added |
| Jackson Wealth Management, LLC | 28,233 | $6.80M | 0.90% | −604−2.1% | Reduced |
| Rheos Capital Works Inc. | 28,000 | $6.74M | 0.37% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 27,796 | $6.69M | 0.79% | +21,803+363.8% | Added |
| Gotham Asset Management, LLC | 27,700 | $6.67M | 0.12% | −2,302−7.7% | Reduced |
| Avitas Wealth Management LLC | 27,635 | $6.66M | 1.11% | +988+3.7% | Added |
| James Investment Research Inc | 27,566 | $6.64M | 0.83% | −150−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 27,472 | $6.62M | 0.61% | −2,271−7.6% | Reduced |
| Hantz Financial Services, Inc. | 27,453 | $6.61M | 0.14% | +143+0.5% | Added |
| Annex Advisory Services, LLC | 27,412 | $6.60M | 0.28% | +269+1.0% | Added |
| Advisory Services Network, LLC | 27,333 | $6.58M | 0.16% | −2,010−6.9% | Reduced |
| Ethic Inc. | 27,148 | $6.54M | 0.19% | −155−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 26,946 | $6.49M | 0.58% | +26,946 | New |
| Hartford Investment Management Co | 26,904 | $6.48M | 0.24% | −279−1.0% | Reduced |
| Hendley & Co Inc | 26,860 | $6.47M | 2.52% | −1,335−4.7% | Reduced |
| Country Club Bank | 26,727 | $6.43M | 0.49% | −522−1.9% | Reduced |
| Meridian Wealth Advisors, LLC | 26,595 | $6.40M | 1.40% | +157+0.6% | Added |
| Cambridge Financial Group, Inc. | 26,318 | $6.34M | 3.17% | +26,318 | New |
| Shelton Capital Management | 26,282 | $6.33M | 0.20% | +11,053+72.6% | Added |
| Highland Capital Management, LLC | 26,243 | $6.32M | 0.39% | +190+0.7% | Added |
| Berry Wealth Group, LP | 25,922 | $6.24M | 5.74% | +25,922 | New |
| Smith, Salley & Associates | 25,756 | $6.20M | 0.40% | −455−1.7% | Reduced |
| Navellier & Associates Inc | 25,682 | $6.18M | 0.93% | +936+3.8% | Added |
| Meiji Yasuda Life Insurance Co | 25,650 | $6.18M | 0.13% | +3,910+18.0% | Added |
| Sandy Spring Bank | 25,555 | $6.15M | 0.31% | +3,290+14.8% | Added |
| Rathbone Brothers plc | 25,472 | $6.13M | 0.04% | −685−2.6% | Reduced |
| Securian Asset Management, Inc | 25,274 | $6.09M | 0.17% | −3,333−11.7% | Reduced |
| Westhampton Capital, LLC | 25,052 | $6.03M | 3.59% | −815−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,039 | $6.03M | 0.05% | +12,286+96.3% | Added |
| Alpha Omega Wealth Management LLC | 25,006 | $6.02M | 1.00% | −463−1.8% | Reduced |
| Clearstead Advisors, LLC | 24,989 | $6.02M | 0.32% | −1,006−3.9% | Reduced |
| Neville Rodie & Shaw Inc | 24,949 | $6.01M | 0.49% | +1,215+5.1% | Added |
| NewEdge Wealth, LLC | 24,948 | $6.01M | 0.15% | +1,399+5.9% | Added |
| Beech Hill Advisors, Inc. | 24,946 | $6.01M | 2.91% | −1,927−7.2% | Reduced |
| Davenport & Co LLC | 24,781 | $5.97M | 0.04% | +891+3.7% | Added |
| Red Cedar Investment Management, LLC | 24,761 | $5.96M | 0.86% | +3,033+14.0% | Added |
| Consolidated Planning Corp | 24,756 | $5.96M | 1.11% | +265+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 24,669 | $5.94M | 0.09% | +10,847+78.5% | Added |
| Boyd Watterson Asset Management LLC | 24,467 | $5.89M | 2.33% | −63−0.3% | Reduced |
| Scotia Capital Inc. | 24,381 | $5.87M | 0.04% | +16,417+206.1% | Added |
| Freestone Capital Holdings, LLC | 24,195 | $5.83M | 0.26% | +7,962+49.0% | Added |
| Louisiana State Employees Retirement System | 24,100 | $5.80M | 0.12% | −600−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 24,040 | $5.79M | 0.13% | −4,389−15.4% | Reduced |
| Colonial Trust Co | 24,038 | $5.79M | 1.21% | +1,982+9.0% | Added |
| Providence Capital Advisors, LLC | 23,832 | $5.74M | 1.38% | −102−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,648 | $5.70M | 0.02% | +2,433+11.5% | Added |
| Federation des caisses Desjardins du Quebec | 23,234 | $5.60M | 0.05% | −310−1.3% | Reduced |
| Selway Asset Management | 23,230 | $5.59M | 2.35% | −200−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 23,168 | $5.58M | 0.27% | +1,114+5.1% | Added |
| Cornerstone Wealth Group, LLC | 23,049 | $5.55M | 0.80% | +6,469+39.0% | Added |
| National Asset Management, Inc. | 22,990 | $5.54M | 0.15% | +1,057+4.8% | Added |
| Stratos Wealth Partners, LTD. | 22,987 | $5.54M | 0.10% | +682+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 22,833 | $5.50M | 0.28% | +865+3.9% | Added |
| CIBC Private Wealth Group, LLC | 22,696 | $5.47M | 0.01% | +3,284+16.9% | Added |
| Massmutual Trust Co FSB | 22,695 | $5.47M | 0.18% | +498+2.2% | Added |
| Iowa State Bank | 22,484 | $5.41M | 1.30% | −442−1.9% | Reduced |
| USS Investment Management Ltd | 22,400 | $5.40M | 0.05% | −8,700−28.0% | Reduced |
| First Manhattan Co | 22,120 | $5.33M | 0.02% | +166+0.8% | Added |
| Ieq Capital, LLC | 21,943 | $5.28M | 0.09% | +227+1.0% | Added |
| D.A. Davidson & Co. | 21,851 | $5.26M | 0.05% | −2,794−11.3% | Reduced |
| Lake Street Advisors Group, LLC | 21,563 | $5.19M | 0.26% | +212+1.0% | Added |
| Banque Pictet & Cie SA | 21,300 | $5.13M | 0.06% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 21,164 | $5.10M | 2.60% | −251−1.2% | Reduced |
| Moseley Investment Management Inc | 20,979 | $5.05M | 2.81% | −853−3.9% | Reduced |
| New Mexico Educational Retirement Board | 20,760 | $5.00M | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,700 | $4.98M | 0.12% | −2,446−10.6% | Reduced |
| Monte Financial Group, LLC | 20,609 | $4.96M | 2.32% | −1,464−6.6% | Reduced |
| Jump Financial, LLC | 20,467 | $4.93M | 0.16% | +17,497+589.1% | Added |
| Northwest Wealth Management, LLC | 20,340 | $4.90M | 1.47% | −166−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,250 | $4.88M | 0.31% | +92+0.5% | Added |
| Knights of Columbus Asset Advisors LLC | 20,219 | $4.87M | 0.31% | +20,219 | New |
| Trustmark National Bank Trust Department | 20,198 | $4.86M | 0.44% | +1,330+7.0% | Added |
| Marietta Investment Partners LLC | 20,151 | $4.85M | 1.21% | +16,471+447.6% | Added |
| Hartford Financial Management Inc. | 20,000 | $4.82M | 1.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,912 | $4.80M | 0.04% | +494+2.5% | Added |
| Stonebridge Capital Advisors LLC | 19,850 | $4.78M | 0.48% | −215−1.1% | Reduced |
| Daymark Wealth Partners, LLC | 19,797 | $4.77M | 0.29% | +276+1.4% | Added |
| D. E. Shaw & Co., Inc. | 19,777 | $4.76M | 0.01% | −20,153−50.5% | Reduced |
| Prospera Financial Services Inc | 19,665 | $4.74M | 0.16% | +1,174+6.3% | Added |
| Kingsview Wealth Management, LLC | 19,632 | $4.73M | 0.14% | +1,090+5.9% | Added |
| Mystic Asset Management, Inc. | 19,570 | $4.71M | 2.25% | −27−0.1% | Reduced |
| StrongBox Wealth, LLC | 19,565 | $4.71M | 2.75% | −123−0.6% | Reduced |
| Callahan Advisors, LLC | 19,295 | $4.65M | 0.54% | +497+2.6% | Added |
| Dakota Wealth Management | 19,275 | $4.64M | 0.18% | +1,134+6.3% | Added |
| Assenagon Asset Management S.A. | 19,251 | $4.64M | 0.01% | +7,708+66.8% | Added |
| Windward Capital Management Co | 19,105 | $4.60M | 0.40% | −20.0% | Reduced |
| Strategy Asset Managers LLC | 19,077 | $4.59M | 1.09% | +180+1.0% | Added |
| Hudson Bay Capital Management LP | 19,000 | $4.58M | 0.04% | −16,000−45.7% | Reduced |