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
- 2,009
- +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
- 759 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 3,027 | $946.5K | 0.02% | +927+44.1% | Added |
| Tompkins Financial Corp | 3,031 | $947.7K | 0.11% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,045 | $952.1K | 0.33% | +3,045 | New |
| Coastal Investment Advisors, Inc. | 3,046 | $952.3K | 0.20% | −739−19.5% | Reduced |
| Montag A & Associates Inc | 3,046 | $953.2K | 0.05% | −200−6.2% | Reduced |
| Gemmer Asset Management LLC | 3,052 | $954.3K | 0.11% | +145+5.0% | Added |
| Great Lakes Advisors, LLC | 3,072 | $960.5K | 0.01% | +896+41.2% | Added |
| Wetzel Investment Advisors, Inc. | 3,115 | $962.3K | 0.57% | −73−2.3% | Reduced |
| Wilkins Investment Counsel Inc | 3,100 | $969.3K | 0.14% | +3,100 | New |
| Carson Advisory Inc. | 3,121 | $975.9K | 0.69% | +22+0.7% | Added |
| Greenfield Savings Bank | 3,133 | $979.6K | 0.51% | −38−1.2% | Reduced |
| Napatree Capital LLC | 3,081 | $980.6K | 0.95% | −121−3.8% | Reduced |
| International Assets Investment Management, LLC | 3,145 | $981.4K | 0.10% | +1,832+139.5% | Added |
| Enzi Wealth | 3,115 | $982.1K | 0.46% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,153 | $985.9K | 0.00% | +3,153 | New |
| Alpha DNA Investment Management LLC | 3,155 | $986.5K | 0.54% | +3,155 | New |
| Penobscot Investment Management Company, Inc. | 3,157 | $987.1K | 0.10% | +65+2.1% | Added |
| Mayflower Financial Advisors, LLC | 3,176 | $993.1K | 0.17% | +38+1.2% | Added |
| First Trust Investment Solutions L.P. | 3,183 | $995.3K | 0.18% | −444−12.2% | Reduced |
| Bigelow Investment Advisors, LLC | 3,190 | $997.4K | 0.49% | −172−5.1% | Reduced |
| Smartleaf Asset Management LLC | 3,188 | $1.00M | 0.19% | +2,472+345.3% | Added |
| Diligent Investors, LLC | 3,206 | $1.00M | 0.25% | +106+3.4% | Added |
| Allworth Financial LP | 3,212 | $1.00M | 0.01% | −3,199−49.9% | Reduced |
| Dynasty Wealth Management, LLC | 3,220 | $1.01M | 0.03% | +3,220 | New |
| Fox Run Management, L.L.C. | 3,235 | $1.01M | 0.22% | +3,235 | New |
| Enterprise Financial Services Corp | 3,244 | $1.01M | 0.61% | −95−2.8% | Reduced |
| SevenBridge Financial Group, LLC | 3,165 | $1.01M | 0.23% | +130+4.3% | Added |
| Waters Parkerson & Co., LLC | 3,290 | $1.03M | 0.05% | +120+3.8% | Added |
| E Fund Management Co., Ltd. | 3,300 | $1.03M | 0.06% | +3,300 | New |
| Zacks Investment Management | 3,304 | $1.03M | 0.01% | +462+16.3% | Added |
| Engineers Gate Manager LP | 3,305 | $1.03M | 0.03% | −15,567−82.5% | Reduced |
| Formidable Asset Management, LLC | 3,321 | $1.04M | 0.17% | +3,321 | New |
| Indiana Trust & Investment Management CO | 3,323 | $1.04M | 0.42% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,328 | $1.04M | 0.92% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,330 | $1.04M | 0.53% | +240+7.8% | Added |
| Fulton Breakefield Broenniman LLC | 3,331 | $1.04M | 0.08% | −642−16.2% | Reduced |
| Brighton Jones LLC | 3,340 | $1.04M | 0.04% | +681+25.6% | Added |
| Means Investment Co., Inc. | 3,351 | $1.05M | 0.14% | +8+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 3,360 | $1.05M | 0.11% | −119−3.4% | Reduced |
| Biltmore Wealth Management, LLC | 4,370 | $1.05M | 0.50% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,367 | $1.05M | 0.01% | −11,723−77.7% | Reduced |
| Optimum Investment Advisors | 3,376 | $1.06M | 0.48% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,374 | $1.06M | 0.38% | +63+1.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,405 | $1.06M | 0.63% | −98−2.8% | Reduced |
| Dimension Capital Management LLC | 3,411 | $1.07M | 0.21% | +208+6.5% | Added |
| Abacus Wealth Partners, LLC | 3,418 | $1.07M | 0.18% | 00.0% | Unchanged |
| Sagefield Capital LP | 3,435 | $1.07M | 0.13% | +3,435 | New |
| NCM Capital Management, LLC | 3,439 | $1.08M | 0.60% | 00.0% | Unchanged |
| Quaero Capital S.A. | 3,442 | $1.08M | 1.67% | +3,442 | New |
| Rehmann Capital Advisory Group | 3,453 | $1.08M | 0.08% | −34−1.0% | Reduced |
| Citadel Investment Advisory, Inc. | 3,462 | $1.08M | 0.61% | +5+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,467 | $1.08M | 0.89% | +87+2.6% | Added |
| Nwam LLC | 3,408 | $1.09M | 0.09% | +51+1.5% | Added |
| RMB Capital Management, LLC | 3,486 | $1.09M | 0.02% | +292+9.1% | Added |
| Heartland Bank & Trust Co | 3,489 | $1.09M | 0.63% | +10+0.3% | Added |
| Girard Partners Ltd. | 3,498 | $1.09M | 0.10% | −118−3.3% | Reduced |
| MCF Advisors LLC | 3,518 | $1.10M | 0.09% | −32−0.9% | Reduced |
| FineMark National Bank & Trust | 3,527 | $1.10M | 0.04% | −3,326−48.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,540 | $1.11M | 0.16% | −140−3.8% | Reduced |
| Evermay Wealth Management LLC | 3,548 | $1.11M | 0.17% | −964−21.4% | Reduced |
| Ellenbecker Investment Group | 3,553 | $1.11M | 0.23% | −248−6.5% | Reduced |
| Jackson Square Capital, LLC | 3,606 | $1.13M | 0.29% | +69+2.0% | Added |
| HBK Sorce Advisory LLC | 3,613 | $1.13M | 0.04% | −277−7.1% | Reduced |
| SRN Advisors, LLC | 3,619 | $1.13M | 0.88% | +176+5.1% | Added |
| Allegheny Financial Group LTD | 3,652 | $1.14M | 0.35% | −88−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 3,653 | $1.14M | 0.23% | −55−1.5% | Reduced |
| Evercore Wealth Management, LLC | 3,657 | $1.14M | 0.02% | −22−0.6% | Reduced |
| SageView Advisory Group, LLC | 3,670 | $1.15M | 0.07% | −3,089−45.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,684 | $1.15M | 0.06% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,692 | $1.15M | 0.03% | +9+0.2% | Added |
| Seeds Investor LLC | 3,703 | $1.16M | 1.07% | −692−15.7% | Reduced |
| MorganRosel Wealth Management, LLC | 3,706 | $1.16M | 0.41% | −644−14.8% | Reduced |
| Taika Capital, LP | 3,720 | $1.16M | 0.60% | +3,720 | New |
| Azimuth Capital Investment Management LLC | 3,723 | $1.16M | 0.05% | −2,270−37.9% | Reduced |
| Coastline Trust Co | 3,767 | $1.18M | 0.14% | +3,767 | New |
| Sage Mountain Advisors LLC | 3,768 | $1.18M | 0.12% | +529+16.3% | Added |
| NovaPoint Capital, LLC | 3,790 | $1.19M | 0.42% | −1,145−23.2% | Reduced |
| Wealthcare Advisory Partners LLC | 3,803 | $1.19M | 0.04% | +614+19.3% | Added |
| Dillon & Associates Inc | 3,810 | $1.19M | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 3,826 | $1.20M | 0.05% | +2,502+189.0% | Added |
| Resources Investment Advisors, LLC. | 3,863 | $1.21M | 0.02% | −187−4.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,864 | $1.21M | 0.08% | −176−4.4% | Reduced |
| iA Global Asset Management Inc. | 3,866 | $1.21M | 0.02% | +142+3.8% | Added |
| Capital Investment Advisory Services, LLC | 3,867 | $1.21M | 0.13% | +2,831+273.3% | Added |
| Belpointe Asset Management LLC | 3,881 | $1.21M | 0.09% | +876+29.2% | Added |
| Riverview Trust Co | 3,882 | $1.21M | 0.94% | 00.0% | Unchanged |
| Inceptionr LLC | 3,892 | $1.22M | 0.31% | +3,892 | New |
| Eagle Rock Investment Company, LLC | 3,900 | $1.22M | 0.23% | −500−11.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,903 | $1.22M | 0.13% | +203+5.5% | Added |
| Skopos Labs, Inc. | 3,914 | $1.22M | 0.53% | −92−2.3% | Reduced |
| Cullinan Associates Inc | 3,907 | $1.22M | 0.07% | −3,345−46.1% | Reduced |
| RSM US Wealth Management LLC | 3,914 | $1.22M | 0.03% | +41+1.1% | Added |
| KLCM Advisors, Inc. | 3,919 | $1.23M | 0.16% | +400+11.4% | Added |
| Correct Capital Wealth Management | 3,921 | $1.23M | 0.28% | +460+13.3% | Added |
| Ballentine Partners, LLC | 3,941 | $1.23M | 0.02% | −43−1.1% | Reduced |
| Paradigm Financial Partners, LLC | 3,944 | $1.23M | 0.27% | +1,368+53.1% | Added |
| LMR Partners LLP | 3,944 | $1.23M | 0.03% | +3,944 | New |
| Mutual Advisors, LLC | 3,951 | $1.24M | 0.04% | +1,191+43.2% | Added |
| Dearborn Partners LLC | 3,981 | $1.24M | 0.05% | −7−0.2% | Reduced |
| Trust Point Inc. | 3,982 | $1.25M | 0.10% | +7+0.2% | Added |