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Livermore
ZHEN

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, Q1 2024

Institutional positions in Eaton Corp plc as of Mar 31, 2024. 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
2,010
+214 vs. Q4 2023
Shares held
332.2M
+179.2K (+0.1%) vs. Q4 2023
Total value
$103.7B
+$23.7B (+29.7%) vs. Q4 2023
New holders
288
676 more added
Sold out
74
760 more reduced

26 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 2,010 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,628 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,822 institutionsQ1 2024: 2,010 institutionsQ2 2024: 2,084 institutionsQ3 2024: 2,131 institutionsQ4 2024: 2,287 institutionsQ1 2025: 2,196 institutionsQ2 2025: 2,329 institutionsQ3 2025: 2,393 institutionsQ4 2025: 2,472 institutionsQ1 2026: 2,533 institutionsQ2 2026: 2,686 institutions
Value heldQ1 2024: $103.7B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,533$116.2B
Q4 20252,472$102.5B
Q3 20252,393$119.3B
Q2 20252,329$117.1B
Q1 20252,196$88.7B
Q4 20242,287$107.8B
Q3 20242,131$107.0B
Q2 20242,084$103.3B
Q1 20242,010$103.7B
Q4 20231,822$80.0B
Q3 20231,664$70.7B
Q2 20231,628$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q4 2023.

Institutions holding ETN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Global Assets Advisory, LLC28,707$920.00%+28,707New
Tfo-TDC, LLC3$9380.00%−5−62.5%Reduced
Retirement Group, LLC3$9380.00%00.0%Unchanged
TD Capital Management LLC3$9380.00%+3New
O'Brien Wealth Partners LLC3$9380.00%+3New
Hexagon Capital Partners LLC3$9380.00%+3New
CGC Financial Services, LLC5$1.56K0.00%00.0%Unchanged
Clear Point Advisors Inc.5$1.56K0.00%00.0%Unchanged
Breakwater Investment Management5$1.56K0.00%+5New
Anfield Capital Management, LLC6$1.88K0.00%+6New
WealthCollab, LLC6$1.88K0.00%00.0%Unchanged
True Wealth Design, LLC7$2.19K0.00%+3+75.0%Added
Broadwater Capital Management LLC8$2.50K0.00%00.0%Unchanged
Planning Capital Management Corp8$2.50K0.00%−74−90.2%Reduced
FPC Investment Advisory, Inc.8$2.55K0.00%+8New
Addison Advisors LLC9$2.81K0.00%−12−57.1%Reduced
Riggs Asset Managment Co. Inc.9$2.81K0.00%+9New
Psagot Value Holdings Ltd. / (Israel)11$3.00K0.03%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$3.13K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10$3.13K0.00%00.0%Unchanged
NVWM, LLC12$3.76K0.00%+12New
FRG Family Wealth Advisors LLC12$3.82K0.00%+12New
Perritt Capital Management Inc14$4.38K0.00%00.0%Unchanged
Kelly Financial Services LLC17$5.24K0.00%+17New
Investors Research Corp19$5.94K0.00%00.0%Unchanged
Custom Portfolio Group LLC20$6.25K0.01%00.0%Unchanged
Chelsea Counsel Co20$6.25K0.00%+20New
Frank, Rimerman Advisors LLC21$6.57K0.00%00.0%Unchanged
Atticus Wealth Management, LLC25$7.82K0.00%00.0%Unchanged
Tributary Capital Management, LLC26$8.13K0.00%+26New
Westend Capital Management, LLC27$8.44K0.00%+27New
ClariVest Asset Management LLC27$8.45K0.00%+10+58.8%Added
Toth Financial Advisory Corp30$9.38K0.00%−12−28.6%Reduced
Hoey Investments, Inc30$9.38K0.00%00.0%Unchanged
Avion Wealth30$10.0K0.00%+3+11.1%Added
Laffer Tengler Investments33$10.3K0.00%−32−49.2%Reduced
Central Bank & Trust Co33$10.3K0.00%−9−21.4%Reduced
Mine & Arao Wealth Creation & Management, LLC.34$10.6K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$10.9K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$11.3K0.01%00.0%Unchanged
Annapolis Financial Services, LLC36$11.3K0.00%00.0%Unchanged
JNBA Financial Advisors37$11.6K0.00%00.0%Unchanged
Red Tortoise LLC38$11.9K0.01%00.0%Unchanged
Coston, McIsaac & Partners40$12.0K0.00%00.0%Unchanged
First PREMIER Bank38$12.0K0.00%+32+533.3%Added
University of Texas/Texas Am Investment Managment Co50$12.0K0.00%00.0%Unchanged
Horizons Wealth Management50$12.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group42$13.1K0.00%−1−2.3%Reduced
Macroview Investment Management LLC43$13.4K0.01%+27+168.8%Added
Solstein Capital, LLC46$14.4K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC48$15.0K0.01%00.0%Unchanged
Global Wealth Strategies & Associates48$15.0K0.01%00.0%Unchanged
Lummis Asset Management, LP48$15.0K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.50$15.6K0.01%00.0%Unchanged
Northwest Capital Management Inc51$15.9K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC52$16.3K0.00%−16−23.5%Reduced
Aspect Partners, LLC53$16.6K0.01%+2+3.9%Added
First Personal Financial Services53$16.6K0.00%00.0%Unchanged
Global Financial Private Client, LLC55$17.2K0.01%+35+175.0%Added
Pacific Capital Wealth Advisors, Inc58$18.1K0.00%+58New
Gold Investment Management Ltd.59$18.4K0.01%+9+18.0%Added
Semmax Financial Advisors Inc.61$20.2K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC70$21.7K0.00%+1+1.4%Added
Pineridge Advisors LLC70$21.9K0.01%00.0%Unchanged
Abound Wealth Management73$22.8K0.01%−10−12.0%Reduced
Versant Capital Management, Inc78$24.4K0.01%00.0%Unchanged
FNY Investment Advisers, LLC80$25.0K0.02%+80New
LifeSteps Financial, Inc.80$25.0K0.02%+80New
Atwood & Palmer Inc85$26.6K0.00%+50+142.9%Added
Archer Investment Corp86$26.9K0.01%00.0%Unchanged
West Oak Capital, LLC90$28.0K0.01%+90New
Moisand Fitzgerald Tamayo, LLC92$28.8K0.00%00.0%Unchanged
Rakuten Securities, Inc.94$29.4K0.01%+73+347.6%Added
Naples Money Management LLC98$30.6K0.03%−11,100−99.1%Reduced
Carmichael Hill & Associates, Inc.98$30.6K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.100$31.3K0.01%00.0%Unchanged
JDM Financial Group LLC100$31.3K0.02%00.0%Unchanged
MB, Levis & Associates, LLC101$31.6K0.02%00.0%Unchanged
Chilton Capital Management LLC102$31.9K0.00%−43−29.7%Reduced
Pacifica Partners Inc.106$33.0K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC106$33.1K0.05%+106New
Dunhill Financial, LLC114$35.7K0.03%+5+4.6%Added
Richard W. Paul & Associates, LLC116$36.3K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.118$36.9K0.03%00.0%Unchanged
Dynamic Wealth Strategies, LLC118$37.0K0.03%00.0%Unchanged
Magellan Asset Management Ltd119$37.2K0.00%00.0%Unchanged
Clear Investment Research, LLC122$38.3K0.05%00.0%Unchanged
Financial Perspectives, Inc124$38.8K0.01%−1−0.8%Reduced
Financial Synergies Wealth Advisors, Inc.125$39.1K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC126$39.4K0.04%−74−37.0%Reduced
Eagle Bay Advisors LLC126$39.4K0.02%+45+55.6%Added
City State Bank133$42.0K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc135$42.2K0.02%00.0%Unchanged
RFP Financial Group LLC143$44.7K0.02%+18+14.4%Added
Mascoma Wealth Management LLC150$46.9K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC150$46.9K0.01%+150New
Evolution Advisers, Inc.150$47.0K0.03%00.0%Unchanged
Sofos Investments, Inc.172$48.0K0.01%+88+104.8%Added
Tradewinds Capital Management, LLC155$48.5K0.01%+32+26.0%Added
Essex Investment Management Co LLC159$49.7K0.01%−37−18.9%Reduced