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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 13,221 | $3.18M | 0.04% | +13,221 | New |
| Adviser Investments LLC | 13,110 | $3.16M | 0.05% | +3,393+34.9% | Added |
| Atria Wealth Solutions, Inc. | 13,100 | $3.15M | 0.04% | +275+2.1% | Added |
| Ayrshire Capital Management LLC | 13,040 | $3.14M | 1.81% | +13,040 | New |
| J. W. Coons Advisors, LLC | 12,979 | $3.13M | 0.85% | +265+2.1% | Added |
| Polar Capital Holdings Plc | 12,821 | $3.09M | 0.02% | +12,821 | New |
| Park Avenue Securities LLC | 12,754 | $3.07M | 0.04% | +1,430+12.6% | Added |
| Larson Financial Group LLC | 12,718 | $3.06M | 0.27% | −771−5.7% | Reduced |
| Charter Trust Co | 12,628 | $3.04M | 0.23% | +1,020+8.8% | Added |
| Cypress Capital, LLC | 12,620 | $3.04M | 0.86% | −82−0.6% | Reduced |
| Bowman & Co S.C. | 12,563 | $3.03M | 2.11% | +720+6.1% | Added |
| CWM, LLC | 12,528 | $3.02M | 0.02% | +278+2.3% | Added |
| Holderness Investments Co | 12,510 | $3.01M | 0.83% | −105−0.8% | Reduced |
| United Community Bank | 12,503 | $3.01M | 1.28% | −407−3.2% | Reduced |
| West Michigan Advisors, LLC | 12,491 | $3.01M | 1.14% | +476+4.0% | Added |
| Nomura Holdings Inc | 12,448 | $3.00M | 0.03% | +12,448 | New |
| Portland Global Advisors LLC | 12,360 | $2.98M | 0.45% | +58+0.5% | Added |
| Bokf, NA | 12,326 | $2.97M | 0.06% | +638+5.5% | Added |
| Chicago Capital, LLC | 12,284 | $2.96M | 0.11% | +12,284 | New |
| Independent Advisor Alliance | 12,266 | $2.95M | 0.11% | +1,219+11.0% | Added |
| Affinity Wealth Management LLC | 12,257 | $2.95M | 0.61% | +792+6.9% | Added |
| Oxford Financial Group Ltd | 12,195 | $2.94M | 0.22% | +200+1.7% | Added |
| EFG Asset Management (North America) Corp. | 12,175 | $2.93M | 0.56% | +6,174+102.9% | Added |
| Lipe & Dalton | 12,092 | $2.91M | 1.58% | −300−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,075 | $2.91M | 0.44% | −125−1.0% | Reduced |
| Resource Consulting Group Inc | 12,041 | $2.90M | 0.50% | +141+1.2% | Added |
| Capital Analysts, LLC | 12,037 | $2.90M | 0.15% | −1,026−7.9% | Reduced |
| Peterson Wealth Services | 11,997 | $2.89M | 1.24% | +11,997 | New |
| Independent Solutions Wealth Management, LLC | 11,932 | $2.87M | 0.74% | −411−3.3% | Reduced |
| United Services Automobile Association | 11,915 | $2.87M | 0.06% | +1,203+11.2% | Added |
| Webster Bank, N. A. | 11,893 | $2.86M | 0.35% | +409+3.6% | Added |
| Bain Capital Public Equity, LP | 11,828 | $2.85M | 2.28% | −22,331−65.4% | Reduced |
| Mill Capital Management, LLC | 11,800 | $2.84M | 0.25% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,800 | $2.84M | 0.31% | +2,400+25.5% | Added |
| Busey Wealth Management | 11,795 | $2.84M | 0.11% | −11−0.1% | Reduced |
| We Are One Seven, LLC | 11,723 | $2.82M | 0.16% | +598+5.4% | Added |
| Bridges Investment Management Inc | 11,715 | $2.82M | 0.09% | −325−2.7% | Reduced |
| BancorpSouth Bank | 11,632 | $2.80M | 0.23% | −242−2.0% | Reduced |
| Level Four Advisory Services, LLC | 11,609 | $2.80M | 0.16% | −64−0.5% | Reduced |
| KP Management LLC | 11,500 | $2.77M | 1.37% | +11,500 | New |
| Dynamic Advisor Solutions LLC | 11,771 | $2.76M | 0.10% | +1,893+19.2% | Added |
| Azzad Asset Management Inc | 11,437 | $2.75M | 0.35% | +230+2.1% | Added |
| Harbour Investments, Inc. | 11,358 | $2.74M | 0.11% | −307−2.6% | Reduced |
| NBT Bank N A | 11,343 | $2.73M | 0.21% | −789−6.5% | Reduced |
| Signaturefd, LLC | 11,338 | $2.73M | 0.06% | +369+3.4% | Added |
| HighPoint Advisor Group LLC | 8,739 | $2.73M | 0.20% | +8,739 | New |
| Trail Ridge Investment Advisors, LLC | 11,298 | $2.72M | 1.67% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,368 | $2.72M | 0.54% | +7,061+163.9% | Added |
| Vinva Investment Management Ltd | 11,220 | $2.70M | 0.19% | +5,062+82.2% | Added |
| Naples Money Management LLC | 11,198 | $2.70M | 2.52% | +11,198 | New |
| Veriti Management LLC | 11,145 | $2.68M | 0.24% | +1,819+19.5% | Added |
| Gries Financial LLC | 11,112 | $2.68M | 0.59% | −109−1.0% | Reduced |
| Bank of Nova Scotia | 11,102 | $2.67M | 0.01% | −125−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 10,953 | $2.64M | 0.29% | +512+4.9% | Added |
| Wedbush Securities Inc | 10,920 | $2.63M | 0.12% | +863+8.6% | Added |
| Beverly Hills Private Wealth, LLC | 10,917 | $2.63M | 0.69% | −843−7.2% | Reduced |
| Great Diamond Partners, LLC | 10,917 | $2.63M | 0.65% | +5,413+98.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,889 | $2.62M | 3.02% | −225−2.0% | Reduced |
| Trifecta Capital Advisors, LLC | 10,828 | $2.61M | 0.72% | +10,810+60,055.6% | Added |
| Siemens Fonds Invest GmbH | 10,821 | $2.61M | 0.21% | −4,448−29.1% | Reduced |
| Squarepoint Ops LLC | 10,819 | $2.61M | 0.01% | −12−0.1% | Reduced |
| Hudson Canyon Capital Management | 10,816 | $2.60M | 1.90% | −248−2.2% | Reduced |
| Bleakley Financial Group, LLC | 10,809 | $2.60M | 0.08% | +952+9.7% | Added |
| Silvant Capital Management LLC | 10,807 | $2.60M | 0.14% | −22−0.2% | Reduced |
| Sawtooth Solutions, LLC | 10,802 | $2.60M | 0.07% | +945+9.6% | Added |
| Searle & Co. | 10,800 | $2.60M | 0.71% | −600−5.3% | Reduced |
| Silphium Asset Management Ltd | 10,750 | $2.59M | 1.38% | +10,750 | New |
| Castellan Group, LLC | 10,660 | $2.57M | 1.59% | +609+6.1% | Added |
| Valeo Financial Advisors, LLC | 10,523 | $2.53M | 0.10% | −632−5.7% | Reduced |
| Herold Advisors, Inc. | 10,491 | $2.53M | 0.70% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,473 | $2.52M | 0.26% | −21−0.2% | Reduced |
| Vontobel Holding Ltd. | 10,438 | $2.51M | 0.02% | +1,467+16.4% | Added |
| SFE Investment Counsel | 10,307 | $2.48M | 0.65% | −739−6.7% | Reduced |
| FJ Investments, LLC | 10,259 | $2.47M | 0.12% | +10,259 | New |
| Field & Main Bank | 10,230 | $2.46M | 1.04% | −85−0.8% | Reduced |
| HB Wealth Management, LLC | 10,061 | $2.42M | 0.03% | +226+2.3% | Added |
| Perpetual Ltd | 10,039 | $2.42M | 0.02% | +754+8.1% | Added |
| PCJ Investment Counsel Ltd. | 10,000 | $2.41M | 0.93% | +10,000 | New |
| Jade Capital Advisors, LLC | 10,000 | $2.41M | 1.46% | +10,000 | New |
| Global Retirement Partners, LLC | 9,955 | $2.41M | 0.10% | −1,409−12.4% | Reduced |
| TD Private Client Wealth LLC | 9,860 | $2.37M | 0.09% | −1,485−13.1% | Reduced |
| Diversified Trust Co | 9,840 | $2.37M | 0.08% | +2,496+34.0% | Added |
| Joseph Group Capital Management | 9,834 | $2.37M | 1.37% | +166+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,702 | $2.34M | 0.05% | +1,401+16.9% | Added |
| Horizon Investments, LLC | 9,687 | $2.33M | 0.06% | +3,644+60.3% | Added |
| Cypress Capital Group | 9,680 | $2.33M | 0.30% | +289+3.1% | Added |
| Hilltop Holdings Inc. | 9,630 | $2.32M | 0.26% | −1,701−15.0% | Reduced |
| Western Wealth Management, LLC | 9,586 | $2.31M | 0.17% | −46−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,525 | $2.29M | 1.17% | +62+0.7% | Added |
| Apriem Advisors | 9,515 | $2.29M | 0.31% | −250−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,484 | $2.28M | 0.26% | +153+1.6% | Added |
| Canandaigua National Bank & Trust Co | 9,469 | $2.28M | 0.35% | −190−2.0% | Reduced |
| SPC Financial, Inc. | 9,427 | $2.27M | 0.23% | +439+4.9% | Added |
| Smith, Moore & Co. | 9,424 | $2.27M | 0.27% | +2,958+45.7% | Added |
| Wealthspire Advisors, LLC | 9,395 | $2.26M | 0.03% | −254−2.6% | Reduced |
| MGB Wealth Management, LLC | 9,361 | $2.25M | 1.13% | +9,361 | New |
| Investment Management Corp of Ontario | 9,356 | $2.25M | 0.06% | +9,356 | New |
| Baldwin Investment Management, LLC | 9,331 | $2.25M | 0.35% | +980+11.7% | Added |
| WealthShield Partners, LLC | 9,321 | $2.24M | 0.37% | −692−6.9% | Reduced |
| Legacy Bridge, LLC | 9,315 | $2.24M | 1.45% | −294−3.1% | Reduced |