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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 18,986 | $4.57M | 0.26% | −754−3.8% | Reduced |
| Acadian Asset Management LLC | 18,928 | $4.55M | 0.02% | +17,219+1,007.5% | Added |
| Engineers Gate Manager LP | 18,872 | $4.54M | 0.13% | +4,959+35.6% | Added |
| Zions Bancorporation, N.A. | 18,864 | $4.54M | 0.31% | +450+2.4% | Added |
| Schwartz Investment Counsel Inc | 18,831 | $4.53M | 0.18% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 18,768 | $4.52M | 1.14% | +457+2.5% | Added |
| Phoenix Wealth Advisors | 18,817 | $4.50M | 3.13% | −856−4.4% | Reduced |
| Marvin & Palmer Associates Inc | 18,410 | $4.43M | 4.95% | −19,426−51.3% | Reduced |
| Apollon Wealth Management, LLC | 18,391 | $4.43M | 0.15% | +2,079+12.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,386 | $4.43M | 0.26% | −339−1.8% | Reduced |
| First National Trust Co | 18,365 | $4.42M | 0.19% | −688−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 18,363 | $4.42M | 0.09% | −920−4.8% | Reduced |
| Stonebrook Private Inc. | 18,267 | $4.40M | 1.47% | +18,267 | New |
| Suncoast Equity Management | 18,215 | $4.39M | 0.58% | +4,049+28.6% | Added |
| Howland Capital Management LLC | 18,199 | $4.38M | 0.23% | −524−2.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,184 | $4.38M | 3.18% | −195−1.1% | Reduced |
| Argent Trust Co | 18,119 | $4.36M | 0.22% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 18,030 | $4.34M | 0.06% | +744+4.3% | Added |
| Concurrent Investment Advisors, LLC | 18,019 | $4.34M | 0.21% | +18,019 | New |
| Consolidated Investment Group LLC | 17,900 | $4.31M | 0.76% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 17,870 | $4.30M | 0.96% | −54−0.3% | Reduced |
| KCM Investment Advisors LLC | 17,707 | $4.26M | 0.17% | −248−1.4% | Reduced |
| Hoylecohen, LLC | 17,639 | $4.25M | 0.35% | +551+3.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,568 | $4.23M | 1.97% | +243+1.4% | Added |
| Fruth Investment Management | 17,552 | $4.23M | 1.18% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 17,522 | $4.22M | 2.17% | +45+0.3% | Added |
| Greenleaf Trust | 17,474 | $4.21M | 0.05% | +392+2.3% | Added |
| Alps Advisors Inc | 17,399 | $4.19M | 0.03% | +87+0.5% | Added |
| Leeward Financial Partners, LLC | 17,384 | $4.19M | 2.02% | −92−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 17,379 | $4.19M | 1.89% | +690+4.1% | Added |
| Edgestream Partners, L.P. | 17,353 | $4.18M | 0.30% | +17,353 | New |
| Pring Turner Capital Group Inc | 17,273 | $4.16M | 3.18% | −433−2.4% | Reduced |
| Shorepoint Capital Partners LLC | 17,068 | $4.11M | 1.10% | – | – |
| Morton Community Bank | 17,051 | $4.11M | 1.34% | +17,051 | New |
| Beacon Pointe Advisors, LLC | 17,035 | $4.10M | 0.05% | −2,578−13.1% | Reduced |
| Triasima Portfolio Management inc. | 17,000 | $4.09M | 0.34% | −200−1.2% | Reduced |
| Sumitomo Life Insurance Co | 16,893 | $4.07M | 0.13% | −715−4.1% | Reduced |
| Central Trust Co | 16,678 | $4.02M | 0.11% | −722−4.1% | Reduced |
| Prudential PLC | 16,650 | $4.01M | 0.04% | +14+0.1% | Added |
| Maxwell Wealth Strategies Inc. | 16,585 | $3.99M | 2.61% | +16,585 | New |
| Ameritas Investment Partners, Inc. | 16,524 | $3.98M | 0.15% | −1,560−8.6% | Reduced |
| Janney Capital Management LLC | 16,513 | $3.98M | 0.27% | −2,091−11.2% | Reduced |
| Midwest Professional Planners, LTD. | 16,489 | $3.97M | 1.58% | +516+3.2% | Added |
| Wright Investors Service Inc | 16,428 | $3.96M | 1.11% | −2,630−13.8% | Reduced |
| Fiduciary Trust Co | 16,366 | $3.94M | 0.07% | +103+0.6% | Added |
| Levin Capital Strategies, L.P. | 16,300 | $3.93M | 0.44% | +1,000+6.5% | Added |
| Metropolitan Life Insurance Co | 16,253 | $3.91M | 0.18% | −256−1.6% | Reduced |
| Brasada Capital Management, LP | 16,167 | $3.89M | 0.77% | +1,273+8.5% | Added |
| Gamco Investors, Inc. Et Al | 16,156 | $3.89M | 0.04% | +6,378+65.2% | Added |
| Applied Capital LLC | 16,155 | $3.89M | 3.58% | −537−3.2% | Reduced |
| Wunderlich Capital Managemnt | 16,127 | $3.88M | 1.75% | −998−5.8% | Reduced |
| Northwest & Ethical Investments L.P. | 16,110 | $3.88M | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,097 | $3.88M | 0.40% | +16,097 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 16,049 | $3.86M | 0.30% | +16,049 | New |
| Wambolt & Associates, LLC | 15,916 | $3.83M | 1.25% | +202+1.3% | Added |
| Foster & Motley Inc | 15,907 | $3.83M | 0.28% | −753−4.5% | Reduced |
| Cullen Capital Management LLC | 15,883 | $3.82M | 0.06% | −2,430−13.3% | Reduced |
| Northcape Wealth Management, LLC | 15,877 | $3.82M | 1.39% | −460−2.8% | Reduced |
| Metis Global Partners, LLC | 15,874 | $3.82M | 0.15% | −3,769−19.2% | Reduced |
| Banco de Sabadell, S.A | 15,727 | $3.79M | 2.88% | −291−1.8% | Reduced |
| Romano Brothers and Company | 15,733 | $3.79M | 0.56% | −1,276−7.5% | Reduced |
| Patten Group, Inc. | 15,688 | $3.78M | 1.03% | −68−0.4% | Reduced |
| HRT Financial LP | 15,563 | $3.75M | 0.03% | +15,563 | New |
| FDx Advisors, Inc. | 15,216 | $3.66M | 0.28% | −4,614−23.3% | Reduced |
| Spire Wealth Management | 14,914 | $3.65M | 0.13% | +5,932+66.0% | Added |
| Credit Agricole S A | 15,110 | $3.64M | 0.08% | +11,182+284.7% | Added |
| Verition Fund Management LLC | 15,090 | $3.63M | 0.04% | +2,659+21.4% | Added |
| Old Second National Bank of Aurora | 15,072 | $3.63M | 1.00% | −393−2.5% | Reduced |
| Strategic Advisors LLC | 15,068 | $3.63M | 0.69% | +274+1.9% | Added |
| Transcend Wealth Collective, LLC | 15,060 | $3.63M | 0.32% | +1,484+10.9% | Added |
| Plimoth Trust Co LLC | 14,720 | $3.54M | 1.02% | −485−3.2% | Reduced |
| Wolverine Trading, LLC | 14,719 | $3.54M | 0.03% | +14,719 | New |
| Cornerstone Advisors, LLC | 14,700 | $3.54M | 0.16% | −1,800−10.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,698 | $3.54M | 0.04% | +9,926+208.0% | Added |
| Wellington Management Group LLP | 14,642 | $3.53M | 0.00% | −2,874,090−99.5% | Reduced |
| Trust Co of Toledo NA | 14,617 | $3.52M | 0.61% | −75−0.5% | Reduced |
| Bouvel Investment Partners, LLC | 14,581 | $3.51M | 1.64% | +415+2.9% | Added |
| SWS Partners | 14,410 | $3.47M | 1.13% | −296−2.0% | Reduced |
| Capital City Trust Co | 14,302 | $3.44M | 1.02% | −502−3.4% | Reduced |
| Doliver Advisors, LP | 14,261 | $3.43M | 1.05% | −214−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,225 | $3.43M | 0.24% | −793−5.3% | Reduced |
| Sawyer & Company, Inc | 14,092 | $3.39M | 1.50% | −703−4.8% | Reduced |
| Game Plan Financial Advisors, LLC | 14,075 | $3.39M | 1.94% | +14,075 | New |
| South Street Advisors LLC | 14,050 | $3.38M | 0.63% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,044 | $3.38M | 0.12% | −2,759−16.4% | Reduced |
| Wetherby Asset Management Inc | 13,997 | $3.37M | 0.18% | +172+1.2% | Added |
| JB Capital LLC | 13,947 | $3.36M | 0.25% | +13,947 | New |
| Avantax Advisory Services, Inc. | 13,879 | $3.34M | 0.03% | +2,631+23.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,811 | $3.33M | 0.13% | +689+5.3% | Added |
| New Hampshire Trust | 13,721 | $3.30M | 0.79% | +50.0% | Added |
| St. Clair Advisors, LLC | 13,674 | $3.29M | 1.14% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 13,608 | $3.28M | 2.03% | −317−2.3% | Reduced |
| Castleark Management LLC | 13,575 | $3.27M | 0.14% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 13,451 | $3.24M | 0.31% | +1,959+17.0% | Added |
| Crestwood Advisors Group LLC | 13,435 | $3.24M | 0.08% | +22+0.2% | Added |
| GAM Holding AG | 13,415 | $3.23M | 0.24% | +13,415 | New |
| Fifth Third Wealth Advisors LLC | 13,367 | $3.22M | 1.05% | +80+0.6% | Added |
| Moneta Group Investment Advisors LLC | 13,345 | $3.21M | 0.06% | −247−1.8% | Reduced |
| Norinchukin Bank, The | 13,331 | $3.21M | 0.08% | −243−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 13,317 | $3.21M | 0.05% | +233+1.8% | Added |