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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 9,261 | $2.23M | 1.59% | −42−0.5% | Reduced |
| LMG Wealth Partners, LLC | 9,229 | $2.22M | 0.62% | +167+1.8% | Added |
| Aull & Monroe Investment Management Corp | 9,204 | $2.22M | 1.09% | −68−0.7% | Reduced |
| Wealth Alliance | 9,124 | $2.20M | 0.31% | +159+1.8% | Added |
| Savant Capital, LLC | 9,054 | $2.18M | 0.03% | +754+9.1% | Added |
| Resurgent Financial Advisors LLC | 9,009 | $2.17M | 1.33% | −550−5.8% | Reduced |
| Old Point Trust & Financial Services N A | 8,989 | $2.16M | 0.87% | −375−4.0% | Reduced |
| Bill Few Associates, Inc. | 8,968 | $2.16M | 0.99% | −262−2.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,928 | $2.15M | 0.12% | +326+4.3% | Added |
| Chapin Davis, Inc. | 8,902 | $2.14M | 0.90% | −534−5.7% | Reduced |
| Intrust Bank NA | 8,901 | $2.14M | 0.25% | −581−6.1% | Reduced |
| Otter Creek Advisors, LLC | 8,900 | $2.14M | 1.83% | −8,200−48.0% | Reduced |
| Baxter Bros Inc | 8,808 | $2.12M | 0.29% | −100−1.1% | Reduced |
| David Loasby | 9,030 | $2.12M | 0.23% | +50+0.6% | Added |
| Headinvest, LLC | 8,753 | $2.11M | 0.44% | −50−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,749 | $2.11M | 0.08% | −10.0% | Reduced |
| PFG Advisors | 8,684 | $2.09M | 0.17% | +8+0.1% | Added |
| CCLA Investment Management Ltd | 8,670 | $2.09M | 0.03% | −1,404−13.9% | Reduced |
| Parsons Capital Management Inc | 8,588 | $2.07M | 0.15% | +65+0.8% | Added |
| Cooper Financial Group | 8,568 | $2.06M | 0.38% | +467+5.8% | Added |
| Oak Harbor Wealth Partners, LLC | 8,537 | $2.06M | 0.69% | −1,063−11.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,441 | $2.05M | 0.46% | −63−0.7% | Reduced |
| Temasek Holdings (Private) Ltd | 8,414 | $2.03M | 0.01% | +8,414 | New |
| Tealwood Asset Management Inc | 8,390 | $2.02M | 0.97% | −193−2.2% | Reduced |
| Vestcor Inc | 8,393 | $2.02M | 0.07% | −91−1.1% | Reduced |
| Fiduciary Group LLC | 8,387 | $2.02M | 0.24% | −112−1.3% | Reduced |
| GTS Securities LLC | 8,371 | $2.02M | 0.04% | +3,929+88.5% | Added |
| Integrated Wealth Concepts LLC | 8,366 | $2.01M | 0.03% | +1,161+16.1% | Added |
| Venture Visionary Partners LLC | 8,344 | $2.01M | 0.11% | +289+3.6% | Added |
| Patten & Patten Inc | 8,277 | $1.99M | 0.16% | −325−3.8% | Reduced |
| Dover Advisors, LLC | 8,268 | $1.99M | 2.62% | −2,683−24.5% | Reduced |
| S&CO Inc | 8,253 | $1.99M | 0.15% | −22−0.3% | Reduced |
| First Hawaiian Bank | 8,237 | $1.98M | 0.06% | +40.0% | Added |
| Vident Advisory, LLC | 8,231 | $1.98M | 0.05% | +970+13.4% | Added |
| NEOS Investment Management LLC | 8,159 | $1.96M | 0.19% | +1,776+27.8% | Added |
| Simmons Bank | 8,119 | $1.96M | 0.16% | −478−5.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,111 | $1.95M | 0.09% | +2,859+54.4% | Added |
| Hartree Partners, LP | 8,100 | $1.95M | 0.71% | +1,400+20.9% | Added |
| Walleye Capital LLC | 8,046 | $1.94M | 0.03% | +8,046 | New |
| M&R Capital Management Inc | 8,023 | $1.93M | 0.48% | +554+7.4% | Added |
| North Star Investment Management Corp. | 7,925 | $1.91M | 0.15% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7,836 | $1.89M | 0.03% | +10+0.1% | Added |
| Central Valley Advisors, LLC | 7,805 | $1.88M | 1.11% | +7,805 | New |
| Coldstream Capital Management Inc | 7,758 | $1.87M | 0.05% | +710+10.1% | Added |
| Fidelis Capital Partners, LLC | 7,756 | $1.87M | 0.41% | +2,479+47.0% | Added |
| Kingswood Wealth Advisors, LLC | 7,746 | $1.87M | 0.21% | +3,800+96.3% | Added |
| Glenview Trust Co | 7,735 | $1.86M | 0.05% | +1,282+19.9% | Added |
| Salem Investment Counselors Inc | 7,731 | $1.86M | 0.06% | +333+4.5% | Added |
| Stokes Family Office, LLC | 7,708 | $1.86M | 0.25% | −2,780−26.5% | Reduced |
| Front Row Advisors LLC | 7,690 | $1.85M | 0.85% | −112−1.4% | Reduced |
| Lifeworks Advisors, LLC | 7,671 | $1.85M | 0.64% | −431−5.3% | Reduced |
| Johnson Investment Counsel Inc | 7,622 | $1.84M | 0.02% | +172+2.3% | Added |
| First National Advisers, LLC | 7,548 | $1.82M | 0.52% | +1,430+23.4% | Added |
| Roundview Capital LLC | 7,439 | $1.79M | 0.17% | +298+4.2% | Added |
| Premier Path Wealth Partners, LLC | 7,543 | $1.79M | 0.40% | +7,543 | New |
| Intact Investment Management Inc. | 7,400 | $1.78M | 0.07% | −300−3.9% | Reduced |
| Private Trust Co NA | 7,386 | $1.78M | 0.21% | +146+2.0% | Added |
| Atlas Capital Advisors LLC | 7,371 | $1.78M | 0.26% | −335−4.3% | Reduced |
| Marco Investment Management LLC | 7,365 | $1.77M | 0.18% | +98+1.3% | Added |
| Burney Co | 7,310 | $1.76M | 0.07% | −225−3.0% | Reduced |
| Pitcairn Co | 7,298 | $1.76M | 0.13% | +2,455+50.7% | Added |
| D.B. Root & Company, LLC | 7,265 | $1.75M | 0.63% | −221−3.0% | Reduced |
| Cullinan Associates Inc | 7,252 | $1.75M | 0.10% | −4,756−39.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,232 | $1.74M | 0.05% | +1,344+22.8% | Added |
| Nilsine Partners, LLC | 7,175 | $1.73M | 0.27% | −1,777−19.9% | Reduced |
| Citizens Financial Group Inc | 7,137 | $1.72M | 0.06% | +4,438+164.4% | Added |
| Alyeska Investment Group, L.P. | 7,133 | $1.72M | 0.01% | −188,333−96.4% | Reduced |
| Cornercap Investment Counsel Inc | 7,125 | $1.72M | 0.28% | −74−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 7,109 | $1.71M | 0.28% | −86−1.2% | Reduced |
| CoreCap Advisors, LLC | 7,106 | $1.71M | 0.11% | +364+5.4% | Added |
| Penobscot Wealth Management | 7,102 | $1.71M | 1.15% | −567−7.4% | Reduced |
| CWA Asset Management Group, LLC | 7,090 | $1.71M | 0.12% | +690+10.8% | Added |
| First Horizon Advisors, Inc. | 7,045 | $1.70M | 0.06% | +156+2.3% | Added |
| Fayez Sarofim & Co | 6,100 | $1.70M | 0.01% | −171−2.7% | Reduced |
| Court Place Advisors, LLC | 7,039 | $1.70M | 0.56% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 7,036 | $1.69M | 0.27% | −548−7.2% | Reduced |
| SageView Advisory Group, LLC | 6,759 | $1.69M | 0.07% | +4,040+148.6% | Added |
| Altman Advisors, Inc. | 6,981 | $1.68M | 0.88% | +58+0.8% | Added |
| Kornitzer Capital Management Inc | 6,976 | $1.68M | 0.03% | +1,273+22.3% | Added |
| TrinityPoint Wealth, LLC | 6,892 | $1.66M | 0.30% | −210−3.0% | Reduced |
| Jacobi Capital Management LLC | 6,871 | $1.65M | 0.17% | +271+4.1% | Added |
| Old National Bancorp | 6,871 | $1.65M | 0.04% | −1,199−14.9% | Reduced |
| FineMark National Bank & Trust | 6,853 | $1.65M | 0.07% | +31+0.5% | Added |
| AlphaStar Capital Management, LLC | 6,851 | $1.65M | 0.15% | −789−10.3% | Reduced |
| Warren Averett Asset Management, LLC | 6,840 | $1.65M | 0.06% | −738−9.7% | Reduced |
| Trust Investment Advisors | 6,836 | $1.65M | 1.28% | +30+0.4% | Added |
| Centiva Capital, LP | 6,749 | $1.63M | 0.10% | +6,749 | New |
| CAPROCK Group, Inc. | 6,737 | $1.62M | 0.10% | −220−3.2% | Reduced |
| Evergreen Capital Management LLC | 6,685 | $1.61M | 0.07% | −6−0.1% | Reduced |
| Empire Financial Management Company, LLC | 6,680 | $1.61M | 0.63% | −16−0.2% | Reduced |
| Dorsey Wright & Associates | 6,645 | $1.60M | 0.49% | −138−2.0% | Reduced |
| SlateStone Wealth, LLC | 6,626 | $1.60M | 0.21% | +155+2.4% | Added |
| SeaCrest Wealth Management, LLC | 6,761 | $1.59M | 0.20% | −359−5.0% | Reduced |
| Merit Financial Group, LLC | 6,570 | $1.58M | 0.05% | −85−1.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,558 | $1.58M | 0.95% | −25−0.4% | Reduced |
| Bank of New Hampshire | 6,500 | $1.57M | 0.44% | +5,900+983.3% | Added |
| Asset Dedication, LLC | 6,511 | $1.56M | 0.13% | −474−6.8% | Reduced |
| TCM Advisors, LLC | – | $1.56M | 1.27% | – | – |
| Principle Wealth Partners LLC | 6,451 | $1.55M | 0.13% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,449 | $1.55M | 0.48% | −45−0.7% | Reduced |