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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 19,935 | $6.23M | 0.10% | +3,569+21.8% | Added |
| Mystic Asset Management, Inc. | 19,964 | $6.24M | 2.58% | +394+2.0% | Added |
| Prospera Financial Services Inc | 19,993 | $6.25M | 0.19% | +328+1.7% | Added |
| Hartford Financial Management Inc. | 20,000 | $6.25M | 1.32% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 20,000 | $6.25M | 7.72% | +20,000 | New |
| Callahan Advisors, LLC | 20,074 | $6.28M | 0.66% | +779+4.0% | Added |
| Iowa State Bank | 20,084 | $6.28M | 1.39% | −2,400−10.7% | Reduced |
| Scissortail Wealth Management, LLC | 20,106 | $6.29M | 1.66% | −11,073−35.5% | Reduced |
| New Mexico Educational Retirement Board | 20,160 | $6.30M | 0.23% | −600−2.9% | Reduced |
| Northwest Wealth Management, LLC | 20,172 | $6.31M | 1.73% | −168−0.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 20,322 | $6.35M | 1.29% | −17,958−46.9% | Reduced |
| Daymark Wealth Partners, LLC | 20,449 | $6.39M | 0.34% | +652+3.3% | Added |
| Knights of Columbus Asset Advisors LLC | 20,467 | $6.40M | 0.46% | +248+1.2% | Added |
| Kingsview Wealth Management, LLC | 20,579 | $6.43M | 0.16% | +947+4.8% | Added |
| Oribel Capital Management, LP | 20,600 | $6.44M | 0.74% | −94,100−82.0% | Reduced |
| Hel Ved Capital Management Ltd | 20,660 | $6.46M | 1.60% | +20,660 | New |
| Reliant Investment Management, LLC | 20,874 | $6.53M | 3.06% | −290−1.4% | Reduced |
| Moseley Investment Management Inc | 20,937 | $6.55M | 3.25% | −42−0.2% | Reduced |
| Americana Partners, LLC | 20,938 | $6.55M | 0.55% | +4,363+26.3% | Added |
| Navellier & Associates Inc | 20,965 | $6.56M | 0.81% | −4,717−18.4% | Reduced |
| Aptus Capital Advisors, LLC | 21,161 | $6.62M | 0.14% | +19,159+957.0% | Added |
| Trustmark National Bank Trust Department | 21,440 | $6.70M | 0.55% | +1,242+6.1% | Added |
| Lake Street Advisors Group, LLC | 21,677 | $6.78M | 0.32% | +114+0.5% | Added |
| Alpha Omega Wealth Management LLC | 21,800 | $6.82M | 1.27% | −3,206−12.8% | Reduced |
| First Manhattan Co | 22,181 | $6.94M | 0.02% | +61+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 22,235 | $6.95M | 0.30% | −598−2.6% | Reduced |
| USS Investment Management Ltd | 22,400 | $7.00M | 0.06% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 22,500 | $7.04M | 0.07% | +1,200+5.6% | Added |
| Stratos Wealth Partners, LTD. | 22,713 | $7.10M | 0.12% | −274−1.2% | Reduced |
| Massmutual Trust Co FSB | 22,751 | $7.11M | 0.22% | +56+0.2% | Added |
| Consolidated Planning Corp | 23,006 | $7.19M | 1.23% | −1,750−7.1% | Reduced |
| Dana Investment Advisors, Inc. | 23,127 | $7.23M | 0.24% | −41−0.2% | Reduced |
| Colonial Trust Co | 23,164 | $7.24M | 1.36% | −874−3.6% | Reduced |
| Louisiana State Employees Retirement System | 23,200 | $7.25M | 0.14% | −900−3.7% | Reduced |
| Empowered Funds, LLC | 23,273 | $7.28M | 0.13% | +17,490+302.4% | Added |
| Community Financial Services Group, LLC | 23,283 | $7.28M | 1.66% | +23,283 | New |
| Summitry LLC | 23,374 | $7.31M | 0.38% | −9,068−28.0% | Reduced |
| Securian Asset Management, Inc | 23,518 | $7.35M | 0.22% | −1,756−6.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,737 | $7.42M | 0.43% | +3,487+17.2% | Added |
| Richard Bernstein Advisors LLC | 24,040 | $7.52M | 0.16% | 00.0% | Unchanged |
| Ieq Capital, LLC | 24,169 | $7.56M | 0.11% | +2,226+10.1% | Added |
| AE Wealth Management LLC | 24,196 | $7.57M | 0.09% | −7,842−24.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,082 | $7.57M | 0.05% | +3,848+16.6% | Added |
| Providence Capital Advisors, LLC | 24,274 | $7.59M | 1.66% | +442+1.9% | Added |
| Marietta Investment Partners LLC | 24,281 | $7.59M | 1.66% | +4,130+20.5% | Added |
| Boyd Watterson Asset Management LLC | 24,344 | $7.61M | 2.73% | −123−0.5% | Reduced |
| Boothbay Fund Management, LLC | 24,484 | $7.66M | 0.23% | −46,424−65.5% | Reduced |
| Gratus Capital LLC | 24,547 | $7.68M | 0.35% | +5,561+29.3% | Added |
| Beech Hill Advisors, Inc. | 24,572 | $7.68M | 3.19% | −374−1.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 24,739 | $7.74M | 0.79% | +22,346+933.8% | Added |
| Westhampton Capital, LLC | 24,917 | $7.79M | 4.25% | −135−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 24,977 | $7.79M | 0.02% | +2,281+10.1% | Added |
| D.A. Davidson & Co. | 24,936 | $7.80M | 0.07% | +3,085+14.1% | Added |
| Quadrature Capital Ltd | 24,975 | $7.80M | 0.13% | −32,995−56.9% | Reduced |
| Sandler Capital Management | 25,375 | $7.93M | 0.97% | +25,375 | New |
| Shorepoint Capital Partners LLC | 25,398 | $7.94M | 1.94% | +8,330+48.8% | Added |
| Davenport & Co LLC | 25,633 | $8.02M | 0.05% | +852+3.4% | Added |
| Berry Wealth Group, LP | 25,709 | $8.04M | 6.67% | −213−0.8% | Reduced |
| Country Club Bank | 25,797 | $8.07M | 0.57% | −930−3.5% | Reduced |
| Hartford Investment Management Co | 25,823 | $8.07M | 0.29% | −1,081−4.0% | Reduced |
| Buck Wealth Strategies, LLC | 25,902 | $8.10M | 2.78% | +23,342+911.8% | Added |
| Meiji Yasuda Life Insurance Co | 25,902 | $8.10M | 0.17% | +252+1.0% | Added |
| Cambridge Financial Group, Inc. | 25,933 | $8.11M | 3.59% | −385−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 26,043 | $8.14M | 0.30% | +1,848+7.6% | Added |
| Shelton Capital Management | 26,182 | $8.19M | 0.23% | −100−0.4% | Reduced |
| Sandy Spring Bank | 26,299 | $8.22M | 0.37% | +744+2.9% | Added |
| Rathbone Brothers plc | 26,417 | $8.26M | 0.05% | +945+3.7% | Added |
| Atlantic Union Bankshares Corp | 26,457 | $8.27M | 0.70% | −1,015−3.7% | Reduced |
| Neville Rodie & Shaw Inc | 26,541 | $8.30M | 0.63% | +1,592+6.4% | Added |
| Advisory Services Network, LLC | 26,544 | $8.30M | 0.18% | −789−2.9% | Reduced |
| Altrius Capital Management Inc | 26,554 | $8.30M | 2.09% | −10,814−28.9% | Reduced |
| Colony Group, LLC | 26,853 | $8.40M | 0.07% | −4,620−14.7% | Reduced |
| Hendley & Co Inc | 26,895 | $8.41M | 3.01% | +35+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 26,936 | $8.42M | 0.12% | +2,267+9.2% | Added |
| Sequoia Financial Advisors, LLC | 27,038 | $8.45M | 0.11% | −2,462−8.3% | Reduced |
| Hantz Financial Services, Inc. | 27,085 | $8.47M | 0.17% | −368−1.3% | Reduced |
| Davy Global Fund Management Ltd | 27,168 | $8.49M | 0.96% | −628−2.3% | Reduced |
| Meridian Wealth Advisors, LLC | 27,372 | $8.56M | 1.61% | +777+2.9% | Added |
| First National Bank of Omaha | 31,539 | $8.57M | 0.58% | −15,675−33.2% | Reduced |
| Highland Capital Management, LLC | 27,433 | $8.58M | 0.49% | +1,190+4.5% | Added |
| James Investment Research Inc | 27,458 | $8.59M | 1.02% | −108−0.4% | Reduced |
| Thrivent Financial for Lutherans | 27,501 | $8.60M | 0.02% | −2,313−7.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,561 | $8.62M | 0.02% | +3,913+16.5% | Added |
| Credit Agricole S A | 28,176 | $8.70M | 0.15% | +13,066+86.5% | Added |
| Annex Advisory Services, LLC | 27,937 | $8.74M | 0.31% | +525+1.9% | Added |
| Citizens National Bank Trust Department | 27,969 | $8.75M | 2.03% | −535−1.9% | Reduced |
| Rheos Capital Works Inc. | 28,000 | $8.76M | 0.42% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 28,044 | $8.77M | 1.33% | +409+1.5% | Added |
| NewEdge Wealth, LLC | 27,940 | $8.81M | 0.20% | +2,992+12.0% | Added |
| Jackson Wealth Management, LLC | 28,257 | $8.84M | 1.10% | +24+0.1% | Added |
| Intech Investment Management LLC | 28,374 | $8.87M | 0.13% | −149,487−84.0% | Reduced |
| Perkins Coie Trust Co | 28,663 | $8.96M | 2.10% | +188+0.7% | Added |
| Stock Yards Bank & Trust Co | 28,771 | $9.00M | 0.30% | −1,576−5.2% | Reduced |
| Ethic Inc. | 28,775 | $9.00M | 0.23% | +1,627+6.0% | Added |
| Clearstead Advisors, LLC | 27,399 | $9.00M | 0.45% | +2,410+9.6% | Added |
| River Wealth Advisors LLC | 28,828 | $9.01M | 1.31% | +526+1.9% | Added |
| KBC Group NV | 29,105 | $9.10M | 0.03% | −2,111−6.8% | Reduced |
| Ellsworth Advisors, LLC | 28,585 | $9.10M | 2.61% | −533−1.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 29,153 | $9.12M | 1.78% | −17,842−38.0% | Reduced |
| Nicholas Company, Inc. | 29,350 | $9.18M | 0.15% | −6,020−17.0% | Reduced |