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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 13,765 | $4.30M | 1.28% | −2,151−13.5% | Reduced |
| Wetherby Asset Management Inc | 13,748 | $4.30M | 0.21% | −249−1.8% | Reduced |
| Sawyer & Company, Inc | 13,758 | $4.30M | 1.72% | −334−2.4% | Reduced |
| Red Spruce Capital, LLC | 13,769 | $4.31M | 2.00% | −3,753−21.4% | Reduced |
| Capital City Trust Co | 13,780 | $4.31M | 1.20% | −522−3.6% | Reduced |
| Financial Advisory Service, Inc. | 13,798 | $4.31M | 0.38% | +347+2.6% | Added |
| Ransom Advisory, Ltd | 13,858 | $4.33M | 2.31% | +13,858 | New |
| JB Capital LLC | 13,859 | $4.33M | 0.29% | −88−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 13,867 | $4.34M | 0.07% | +550+4.1% | Added |
| We Are One Seven, LLC | 13,941 | $4.36M | 0.23% | +2,218+18.9% | Added |
| Concentric Capital Strategies, LP | 14,024 | $4.39M | 0.28% | +14,024 | New |
| South Street Advisors LLC | 14,050 | $4.39M | 0.70% | 00.0% | Unchanged |
| PDT Partners, LLC | 14,217 | $4.45M | 0.42% | +2,417+20.5% | Added |
| Polymer Capital Management (HK) LTD | 14,287 | $4.47M | 1.12% | +14,287 | New |
| Sigma Planning Corp | 14,453 | $4.52M | 0.14% | +9,376+184.7% | Added |
| Bouvel Investment Partners, LLC | 14,472 | $4.53M | 1.95% | −109−0.7% | Reduced |
| Old Second National Bank of Aurora | 14,541 | $4.55M | 1.18% | −531−3.5% | Reduced |
| Spire Wealth Management | 14,581 | $4.56M | 0.12% | −333−2.2% | Reduced |
| CWM, LLC | 14,583 | $4.56M | 0.02% | +2,055+16.4% | Added |
| Beese Fulmer Investment Management, Inc. | 14,651 | $4.58M | 0.43% | +4,178+39.9% | Added |
| Cornerstone Advisors, LLC | 14,700 | $4.60M | 0.19% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 14,723 | $4.60M | 3.43% | −1,004−6.4% | Reduced |
| Wellington Management Group LLP | 14,924 | $4.67M | 0.00% | +282+1.9% | Added |
| National Asset Management, Inc. | 21,933 | $4.68M | 0.13% | −1,057−4.6% | Reduced |
| Trust Co of Toledo NA | 14,988 | $4.69M | 0.73% | +371+2.5% | Added |
| Cornerstone Wealth Group, LLC | 14,993 | $4.69M | 0.43% | −8,056−35.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,995 | $4.69M | 0.05% | +297+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,096 | $4.72M | 0.18% | +1,285+9.3% | Added |
| Triasima Portfolio Management inc. | 15,106 | $4.72M | 0.40% | −1,894−11.1% | Reduced |
| Levin Capital Strategies, L.P. | 15,150 | $4.74M | 0.48% | −1,150−7.1% | Reduced |
| Walleye Trading LLC | 15,208 | $4.76M | 0.08% | +15,208 | New |
| Icon Wealth Advisors, LLC | 15,359 | $4.80M | 0.45% | −738−4.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 15,370 | $4.81M | 0.36% | −679−4.2% | Reduced |
| Toroso Investments, LLC | 15,385 | $4.81M | 0.08% | −5,315−25.7% | Reduced |
| Cullen Capital Management LLC | 15,387 | $4.81M | 0.05% | −496−3.1% | Reduced |
| Metis Global Partners, LLC | 15,428 | $4.82M | 0.18% | −446−2.8% | Reduced |
| Northcape Wealth Management, LLC | 15,467 | $4.84M | 1.76% | −410−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 15,436 | $4.84M | 0.05% | +2,336+17.8% | Added |
| Savant Capital, LLC | 15,544 | $4.86M | 0.06% | +6,490+71.7% | Added |
| Brasada Capital Management, LP | 15,616 | $4.88M | 0.88% | −551−3.4% | Reduced |
| Monte Financial Group, LLC | 15,666 | $4.90M | 2.15% | −4,943−24.0% | Reduced |
| Patten Group, Inc. | 15,701 | $4.91M | 1.21% | +13+0.1% | Added |
| Romano Brothers and Company | 15,723 | $4.92M | 0.67% | −10−0.1% | Reduced |
| Patton Fund Management, Inc. | 15,737 | $4.92M | 0.89% | −2,133−11.9% | Reduced |
| Midwest Professional Planners, LTD. | 15,740 | $4.92M | 1.73% | −749−4.5% | Reduced |
| Janney Capital Management LLC | 15,745 | $4.92M | 0.33% | −768−4.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 14,799 | $4.95M | 2.51% | −1,786−10.8% | Reduced |
| Ayrshire Capital Management LLC | 15,892 | $4.97M | 2.69% | +2,852+21.9% | Added |
| Koss-Olinger Consulting, LLC | 15,892 | $4.97M | 2.69% | +13,985+733.4% | Added |
| Zions Bancorporation, N.A. | 15,909 | $4.97M | 0.37% | −2,955−15.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 15,930 | $4.99M | 0.27% | −2,456−13.4% | Reduced |
| Metropolitan Life Insurance Co | 16,105 | $5.04M | 0.22% | −148−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 16,248 | $5.08M | 0.41% | +1,188+7.9% | Added |
| Ameritas Investment Partners, Inc. | 16,327 | $5.11M | 0.18% | −197−1.2% | Reduced |
| Simplicity Wealth,LLC | 16,341 | $5.11M | 0.12% | +16,341 | New |
| Bleakley Financial Group, LLC | 16,388 | $5.12M | 0.15% | +5,579+51.6% | Added |
| Sumitomo Life Insurance Co | 16,393 | $5.13M | 0.13% | −500−3.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,449 | $5.14M | 2.13% | −1,119−6.4% | Reduced |
| Phoenix Wealth Advisors | 16,515 | $5.16M | 3.15% | −2,302−12.2% | Reduced |
| Wright Investors Service Inc | 16,528 | $5.17M | 1.31% | +100+0.6% | Added |
| FWL Investment Management, LLC | 16,768 | $5.24M | 2.89% | +13,370+393.5% | Added |
| Central Trust Co | 16,772 | $5.24M | 0.13% | +94+0.6% | Added |
| Gamco Investors, Inc. Et Al | 16,833 | $5.26M | 0.05% | +677+4.2% | Added |
| Greenleaf Trust | 16,842 | $5.27M | 0.05% | −632−3.6% | Reduced |
| Smith, Salley & Associates | 16,846 | $5.27M | 0.41% | −8,910−34.6% | Reduced |
| Morton Community Bank | 16,901 | $5.28M | 1.52% | −150−0.9% | Reduced |
| Hudson Bay Capital Management LP | 17,000 | $5.32M | 0.05% | −2,000−10.5% | Reduced |
| Apollon Wealth Management, LLC | 17,393 | $5.44M | 0.17% | −998−5.4% | Reduced |
| Qube Research & Technologies Ltd | 17,462 | $5.46M | 0.01% | −172,545−90.8% | Reduced |
| KCM Investment Advisors LLC | 17,528 | $5.48M | 0.20% | −179−1.0% | Reduced |
| Fruth Investment Management | 17,542 | $5.49M | 1.41% | −10−0.1% | Reduced |
| Marvin & Palmer Associates Inc | 17,621 | $5.51M | 5.46% | −789−4.3% | Reduced |
| Alps Advisors Inc | 17,631 | $5.51M | 0.04% | +232+1.3% | Added |
| Crossmark Global Holdings, Inc. | 17,679 | $5.53M | 0.11% | −684−3.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 17,739 | $5.55M | 3.71% | −445−2.4% | Reduced |
| Quantinno Capital Management LP | 17,743 | $5.55M | 0.12% | +3,699+26.3% | Added |
| Vontobel Holding Ltd. | 17,840 | $5.58M | 0.04% | +7,402+70.9% | Added |
| Beacon Pointe Advisors, LLC | 17,862 | $5.59M | 0.06% | +827+4.9% | Added |
| Consolidated Investment Group LLC | 17,900 | $5.60M | 0.91% | 00.0% | Unchanged |
| Howland Capital Management LLC | 17,945 | $5.61M | 0.27% | −254−1.4% | Reduced |
| First National Trust Co | 18,027 | $5.64M | 0.23% | −338−1.8% | Reduced |
| SpiderRock Advisors, LLC | 18,935 | $5.66M | 0.18% | +18,935 | New |
| Concurrent Investment Advisors, LLC | 18,193 | $5.69M | 0.23% | +174+1.0% | Added |
| Argent Trust Co | 18,270 | $5.71M | 0.26% | +151+0.8% | Added |
| Princeton Global Asset Management LLC | 18,278 | $5.72M | 1.36% | −490−2.6% | Reduced |
| Pinnbrook Capital Management LP | 18,323 | $5.73M | 0.99% | −44,416−70.8% | Reduced |
| StrongBox Wealth, LLC | 18,361 | $5.74M | 3.03% | −1,204−6.2% | Reduced |
| Leeward Financial Partners, LLC | 18,395 | $5.75M | 2.43% | +1,011+5.8% | Added |
| Windward Capital Management Co | 18,779 | $5.87M | 0.49% | −326−1.7% | Reduced |
| EP Wealth Advisors, LLC | 18,828 | $5.89M | 0.07% | +798+4.4% | Added |
| Schwartz Investment Counsel Inc | 18,831 | $5.89M | 0.21% | 00.0% | Unchanged |
| Hoylecohen, LLC | 18,846 | $5.89M | 0.45% | +1,207+6.8% | Added |
| Dakota Wealth Management | 19,000 | $5.94M | 0.15% | −275−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 19,035 | $5.95M | 0.93% | +5,668+42.4% | Added |
| Strategy Asset Managers LLC | 19,189 | $6.00M | 1.28% | +112+0.6% | Added |
| Merit Financial Group, LLC | 18,776 | $6.02M | 0.14% | +12,206+185.8% | Added |
| Stonebridge Capital Advisors LLC | 19,304 | $6.04M | 0.54% | −546−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 19,361 | $6.05M | 0.15% | −30,198−60.9% | Reduced |
| Avantax Advisory Services, Inc. | 19,513 | $6.10M | 0.05% | +5,634+40.6% | Added |
| Stonebrook Private Inc. | 19,636 | $6.14M | 1.79% | +1,369+7.5% | Added |