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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 767 | $239.8K | 0.12% | +767 | New |
| Calton & Associates, Inc. | 769 | $240.4K | 0.12% | −163−17.5% | Reduced |
| Cardiff Park Advisors, LLC | 770 | $240.8K | 0.02% | +770 | New |
| KPP Advisory Services LLC | 772 | $241.4K | 0.07% | +772 | New |
| Cito Capital Group, LLC | 773 | $242.0K | 0.10% | +773 | New |
| Summit Wealth Group, LLC | 773 | $242.0K | 0.16% | +773 | New |
| Park Edge Advisors, LLC | 774 | $242.0K | 0.07% | +774 | New |
| Keudell/Morrison Wealth Management | 775 | $242.3K | 0.07% | −351−31.2% | Reduced |
| Truefg, LLC | 775 | $242.3K | 0.09% | +775 | New |
| Crown Wealth Group, LLC | 775 | $242.3K | 0.12% | +775 | New |
| Gibson Capital, LLC | 778 | $243.3K | 0.05% | +778 | New |
| Acropolis Investment Management, LLC | 779 | $243.6K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 766 | $243.8K | 0.08% | −33−4.1% | Reduced |
| Burkett Financial Services, LLC | 780 | $243.8K | 0.13% | 00.0% | Unchanged |
| Allianz SE | 780 | $243.9K | 0.01% | +780 | New |
| Quadrant Private Wealth Management, LLC | 781 | $244.2K | 0.06% | +781 | New |
| Sutton Place Investors LLC | 781 | $244.2K | 0.12% | +781 | New |
| Auxano Advisors, LLC | 787 | $246.1K | 0.07% | +787 | New |
| Fidelity D & D Bancorp Inc | 791 | $247.3K | 0.19% | −72−8.3% | Reduced |
| Optas, LLC | 791 | $247.3K | 0.07% | +791 | New |
| Bullock Wealth Management Group | 795 | $248.0K | 0.17% | +795 | New |
| CBIZ Investment Advisory Services, LLC | 794 | $248.4K | 0.02% | +794 | New |
| Harbour Capital Advisors, LLC | 790 | $248.7K | 0.06% | +790 | New |
| Ethos Financial Group, LLC | 795 | $249.0K | 0.05% | −41−4.9% | Reduced |
| Vantage Consulting Group Inc | 798 | $249.5K | 0.16% | −209−20.8% | Reduced |
| WealthPLAN Partners, LLC | 798 | $249.5K | 0.03% | +798 | New |
| Journey Strategic Wealth LLC | 799 | $249.8K | 0.01% | +799 | New |
| Fractal Investments LLC | 800 | $250.1K | 0.05% | +800 | New |
| BOS Asset Management, LLC | 800 | $250.1K | 0.13% | +800 | New |
| Revisor Wealth Management LLC | 904 | $250.3K | 0.11% | +904 | New |
| Diversified Portfolios, Inc. | 801 | $250.5K | 0.04% | +801 | New |
| Cadent Capital Advisors, LLC | 802 | $250.6K | 0.10% | +802 | New |
| Centiva Capital, LP | 802 | $250.8K | 0.01% | −5,947−88.1% | Reduced |
| Affinity Capital Advisors, LLC | 803 | $251.1K | 0.06% | +803 | New |
| Meridian Financial Partners LLC | 800 | $252.0K | 0.32% | +800 | New |
| Edgemoor Investment Advisors, Inc. | 806 | $252.0K | 0.02% | +806 | New |
| Gerber, LLC | 806 | $252.0K | 0.21% | +806 | New |
| Operose Advisors LLC | 812 | $253.9K | 0.09% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 798 | $254.2K | 0.22% | +798 | New |
| Middleton & Co Inc | 814 | $254.5K | 0.03% | +814 | New |
| Nova R Wealth, Inc. | 814 | $254.6K | 0.13% | +814 | New |
| Parcion Private Wealth LLC | 815 | $254.8K | 0.02% | +815 | New |
| Revolve Wealth Partners, LLC | 815 | $254.8K | 0.04% | +815 | New |
| Gratus Wealth Advisors, LLC | 825 | $254.9K | 0.05% | +825 | New |
| Peregrine Asset Advisers, Inc. | 816 | $255.3K | 0.10% | +816 | New |
| Opal Wealth Advisors, LLC | 819 | $256.1K | 0.09% | +819 | New |
| CMG Global Holdings, LLC | 820 | $256.4K | 0.18% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 820 | $256.4K | 0.22% | +820 | New |
| Rosenberg Matthew Hamilton | 823 | $256.8K | 0.07% | −42−4.9% | Reduced |
| Tandem Investment Advisors, Inc. | 827 | $259.0K | 0.01% | +827 | New |
| Riverwater Partners LLC | 831 | $259.8K | 0.19% | −30−3.5% | Reduced |
| Trueblood Wealth Management, LLC | 834 | $260.8K | 0.15% | +834 | New |
| BIP Wealth, LLC | 834 | $261.0K | 0.02% | +834 | New |
| Abacus Planning Group, Inc. | 837 | $261.7K | 0.05% | −57−6.4% | Reduced |
| John G Ullman & Associates Inc | 840 | $262.7K | 0.04% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 840 | $262.7K | 0.03% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 840 | $262.7K | 0.12% | +840 | New |
| Financial Council Asset Management Inc | 841 | $263.1K | 0.16% | −47−5.3% | Reduced |
| Matrix Asset Advisors Inc | 842 | $263.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 843 | $263.4K | 0.07% | +843 | New |
| First United Bank Trust | 843 | $263.6K | 0.10% | 00.0% | Unchanged |
| Wealthquest Corp | 844 | $263.9K | 0.03% | −18−2.1% | Reduced |
| Sapient Capital LLC | 846 | $264.5K | 0.01% | −287−25.3% | Reduced |
| Riversedge Advisors, LLC | 846 | $264.5K | 0.07% | +846 | New |
| Certified Advisory Corp | 848 | $265.3K | 0.04% | +11+1.3% | Added |
| Pacific Sage Partners, LLC | 853 | $266.7K | 0.07% | 00.0% | Unchanged |
| IMS Capital Management | 854 | $267.0K | 0.12% | −250−22.6% | Reduced |
| StoneX Group Inc. | 856 | $268.5K | 0.02% | +25+3.0% | Added |
| Country Trust Bank | 859 | $268.6K | 0.01% | −10−1.2% | Reduced |
| Executive Wealth Management, LLC | 865 | $269.9K | 0.02% | +35+4.2% | Added |
| Morse Asset Management, Inc | 865 | $270.0K | 0.07% | +865 | New |
| Diversified, LLC | 864 | $270.0K | 0.04% | +11+1.3% | Added |
| Peak Asset Management, LLC | 869 | $271.7K | 0.05% | +9+1.0% | Added |
| Childress Capital Advisors, LLC | 872 | $272.7K | 0.08% | −189−17.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 874 | $273.1K | 0.09% | −29−3.2% | Reduced |
| Financial Advisory Group | 874 | $273.3K | 0.05% | −18−2.0% | Reduced |
| Horan Capital Advisors, LLC. | 875 | $273.6K | 0.10% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 878 | $274.5K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 879 | $274.8K | 0.03% | +18+2.1% | Added |
| Sage Rhino Capital LLC | 882 | $275.8K | 0.07% | −70−7.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 887 | $277.3K | 0.12% | +887 | New |
| Commonwealth Financial Services, LLC | 1,152 | $277.4K | 0.07% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 888 | $277.7K | 0.03% | +888 | New |
| Hohimer Wealth Management, LLC | 889 | $278.0K | 0.07% | −205−18.7% | Reduced |
| NWF Advisory Services Inc. | 891 | $278.6K | 0.05% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 892 | $278.8K | 0.22% | −58−6.1% | Reduced |
| Lakeridge Wealth Management LLC | 892 | $279.0K | 0.18% | +3+0.3% | Added |
| Apexium Financial, LP | 890 | $279.1K | 0.02% | −87−8.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 893 | $279.2K | 0.07% | −106−10.6% | Reduced |
| Aries Wealth Management | 893 | $279.2K | 0.09% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 895 | $279.8K | 0.28% | +895 | New |
| Invst, LLC | 903 | $281.8K | 0.03% | +1+0.1% | Added |
| Westmount Partners, LLC | 903 | $282.4K | 0.10% | +15+1.7% | Added |
| RiverGlades Family Offices LLC | 849 | $282.9K | 0.23% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 905 | $283.0K | 0.10% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 907 | $283.6K | 0.30% | +907 | New |
| TCG Advisory Services, LLC | 909 | $284.2K | 0.02% | −840−48.0% | Reduced |
| Flow Traders U.S. LLC | 913 | $285.0K | 0.02% | +913 | New |
| Evoke Wealth, LLC | 914 | $285.9K | 0.01% | +914 | New |
| Missouri Trust & Investment Co | 915 | $286.1K | 0.11% | +500+120.5% | Added |