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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 6,444 | $1.55M | 0.42% | 00.0% | Unchanged |
| Allworth Financial LP | 6,411 | $1.54M | 0.01% | −70−1.1% | Reduced |
| AdvisorNet Financial, Inc | 6,315 | $1.52M | 0.14% | −114−1.8% | Reduced |
| Sawgrass Asset Management LLC | 6,310 | $1.52M | 0.17% | −591−8.6% | Reduced |
| WSFS Capital Management, LLC | 6,293 | $1.52M | 0.09% | +234+3.9% | Added |
| Samalin Investment Counsel, LLC | 6,274 | $1.51M | 0.76% | −208−3.2% | Reduced |
| Montecito Bank & Trust | 6,251 | $1.51M | 0.32% | −160−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,245 | $1.50M | 0.19% | +100+1.6% | Added |
| Ronald Blue Trust, Inc. | 7,024 | $1.50M | 0.02% | +223+3.3% | Added |
| Financial Insights, Inc. | 6,218 | $1.50M | 0.47% | +191+3.2% | Added |
| Bradley Foster & Sargent Inc | 6,214 | $1.50M | 0.03% | +1,248+25.1% | Added |
| Parallel Advisors, LLC | 6,209 | $1.50M | 0.04% | −178−2.8% | Reduced |
| Live Oak Investment Partners | – | $1.49M | 1.36% | – | – |
| Groupama Asset Managment | 6,192 | $1.49M | 0.04% | +6,192 | New |
| Bank of Hawaii | 6,193 | $1.49M | 0.08% | −1,177−16.0% | Reduced |
| PDS Planning, Inc | 6,175 | $1.49M | 0.17% | −108−1.7% | Reduced |
| LCNB Corp | 6,174 | $1.49M | 0.58% | −300−4.6% | Reduced |
| Core Alternative Capital | 6,156 | $1.48M | 0.25% | −658−9.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,155 | $1.48M | 0.09% | +1,815+41.8% | Added |
| Aaron Wealth Advisors | 6,112 | $1.47M | 0.24% | −4,986−44.9% | Reduced |
| GAMMA Investing LLC | 5,971 | $1.47M | 0.40% | +5,971 | New |
| Panagora Asset Management Inc | 6,052 | $1.46M | 0.01% | −84−1.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,000 | $1.44M | 0.29% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.44M | 0.50% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 5,993 | $1.44M | 0.07% | −9−0.1% | Reduced |
| Van Leeuwen & Company, LLC | 5,989 | $1.44M | 0.84% | +3,032+102.5% | Added |
| Colton Groome Financial Advisors, LLC | 5,976 | $1.44M | 0.63% | +5,976 | New |
| Platte River Wealth Advisors, LLC | 5,960 | $1.44M | 0.48% | −42−0.7% | Reduced |
| River Street Advisors LLC | 5,936 | $1.43M | 1.14% | +428+7.8% | Added |
| Axq Capital, LP | 5,900 | $1.42M | 0.38% | +5,900 | New |
| V-Square Quantitative Management LLC | 5,865 | $1.41M | 0.34% | +1,782+43.6% | Added |
| IHT Wealth Management, LLC | 5,850 | $1.41M | 0.06% | +218+3.9% | Added |
| Eudaimonia Advisors LLC | 5,799 | $1.40M | 0.90% | +1,499+34.9% | Added |
| Fulton Bank, N.A. | 5,789 | $1.39M | 0.06% | −252−4.2% | Reduced |
| Empowered Funds, LLC | 5,783 | $1.39M | 0.03% | +873+17.8% | Added |
| Proquility Private Wealth Partners, LLC | 5,747 | $1.38M | 0.52% | −4,619−44.6% | Reduced |
| Cutler Group LP | 5,743 | $1.38M | 0.19% | −6,018−51.2% | Reduced |
| GDS Wealth Management | 5,729 | $1.38M | 0.19% | +299+5.5% | Added |
| Ritholtz Wealth Management | 5,724 | $1.38M | 0.05% | +277+5.1% | Added |
| 1620 Investment Advisors, Inc. | 5,699 | $1.37M | 1.51% | −379−6.2% | Reduced |
| Foster Group, Inc. | 6,418 | $1.37M | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 5,678 | $1.37M | 0.05% | +5,678 | New |
| Graypoint LLC | 5,663 | $1.36M | 0.11% | +496+9.6% | Added |
| Journey Advisory Group, LLC | 5,632 | $1.36M | 0.18% | 00.0% | Unchanged |
| Syon Capital LLC | 5,597 | $1.35M | 0.14% | +1,040+22.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,595 | $1.35M | 0.05% | +82+1.5% | Added |
| Cozad Asset Management Inc | 5,581 | $1.34M | 0.15% | 00.0% | Unchanged |
| First County Bank | 5,567 | $1.34M | 0.65% | +13+0.2% | Added |
| Quadcap Wealth Management, LLC | 5,532 | $1.33M | 0.34% | +5,532 | New |
| Schneider Downs Wealth Management Advisors, LP | 5,515 | $1.33M | 0.35% | −1,706−23.6% | Reduced |
| Invera Wealth Advisors, LLC | 5,514 | $1.33M | 0.83% | +5,514 | New |
| Greenland Capital Management LP | 5,500 | $1.32M | 0.20% | −500−8.3% | Reduced |
| PFG Investments, LLC | 5,492 | $1.32M | 0.25% | −225−3.9% | Reduced |
| Valmark Advisers, Inc. | 5,480 | $1.32M | 0.02% | +667+13.9% | Added |
| Meadow Creek Wealth Advisors LLC | 5,470 | $1.32M | 1.28% | +5,470 | New |
| Capstone Financial Advisors, Inc. | 5,466 | $1.32M | 0.09% | −65−1.2% | Reduced |
| Smithfield Trust Co | 5,447 | $1.31M | 0.07% | +35+0.6% | Added |
| NWK Group, Inc. | 5,417 | $1.30M | 0.67% | +5,417 | New |
| Eudaimonia Partners, LLC | 5,308 | $1.28M | 0.33% | −143−2.6% | Reduced |
| First Pacific Financial | 5,306 | $1.28M | 0.39% | −263−4.7% | Reduced |
| Canton Hathaway, LLC | 5,300 | $1.28M | 0.38% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,291 | $1.27M | 0.11% | +1,745+49.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,259 | $1.27M | 0.12% | −499−8.7% | Reduced |
| Perigon Wealth Management, LLC | 5,257 | $1.27M | 0.04% | +1,787+51.5% | Added |
| SFMG, LLC | 5,217 | $1.26M | 0.12% | −5−0.1% | Reduced |
| Profund Advisors LLC | 5,211 | $1.25M | 0.05% | +647+14.2% | Added |
| Baader Bank INC | 5,200 | $1.25M | 0.11% | +2,600+100.0% | Added |
| Claro Advisors LLC | 5,174 | $1.25M | 0.27% | +87+1.7% | Added |
| Virtu Financial LLC | 5,153 | $1.24M | 0.10% | −7,902−60.5% | Reduced |
| Texas Yale Capital Corp. | 5,149 | $1.24M | 0.06% | +55+1.1% | Added |
| Matisse Capital | 5,145 | $1.24M | 0.66% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,123 | $1.23M | 0.10% | −238−4.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,117 | $1.23M | 0.10% | +203+4.1% | Added |
| Saxon Interests, Inc. | 5,109 | $1.23M | 0.62% | +5,109 | New |
| Northwest Bancshares, Inc. | 5,078 | $1.22M | 0.22% | −158−3.0% | Reduced |
| Darden Wealth Group Inc | 5,077 | $1.22M | 1.18% | +5,077 | New |
| Sigma Planning Corp | 5,077 | $1.22M | 0.10% | −9,717−65.7% | Reduced |
| Park Place Capital Corp | 5,061 | $1.22M | 0.49% | +119+2.4% | Added |
| Modern Wealth Management, LLC | 5,038 | $1.21M | 0.15% | +5,038 | New |
| Summit Trail Advisors, LLC | 5,004 | $1.21M | 0.04% | +262+5.5% | Added |
| JW Asset Management, LLC | 5,000 | $1.20M | 0.69% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,975 | $1.20M | 0.50% | −113−2.2% | Reduced |
| Ifrah Financial Services, Inc. | 4,963 | $1.20M | 0.35% | −344−6.5% | Reduced |
| Kowal Investment Group, LLC | 4,960 | $1.19M | 0.28% | +9+0.2% | Added |
| Boston Financial Mangement LLC | 4,958 | $1.19M | 0.04% | +18+0.4% | Added |
| Excalibur Management Corp | 4,955 | $1.19M | 0.56% | −150−2.9% | Reduced |
| Davis Capital Management | 4,953 | $1.19M | 1.14% | +4,953 | New |
| Brown Brothers Harriman & Co | 4,944 | $1.19M | 0.01% | +2,048+70.7% | Added |
| NovaPoint Capital, LLC | 4,935 | $1.19M | 0.44% | −1,248−20.2% | Reduced |
| Schechter Investment Advisors, LLC | 4,923 | $1.19M | 0.10% | −121−2.4% | Reduced |
| Stonegate Investment Group, LLC | 4,903 | $1.18M | 0.04% | +348+7.6% | Added |
| Transatlantique Private Wealth LLC | 4,896 | $1.18M | 0.55% | +14+0.3% | Added |
| Quadrant Capital Group LLC | 4,892 | $1.18M | 0.10% | −202−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,876 | $1.17M | 0.09% | −74−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,829 | $1.16M | 0.10% | +4,829 | New |
| Procyon Private Wealth Partners, LLC | 4,810 | $1.16M | 0.10% | −680−12.4% | Reduced |
| Thomasville National Bank | 4,805 | $1.16M | 0.10% | +11+0.2% | Added |
| CoreFirst Bank & Trust | 4,787 | $1.15M | 0.77% | −798−14.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,774 | $1.15M | 0.04% | +4,774 | New |
| First City Capital Management, Inc. | 4,764 | $1.15M | 0.67% | −815−14.6% | Reduced |