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 |
|---|---|---|---|---|---|
| Sonata Capital Group Inc | 1,835 | $574.0K | 0.26% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,849 | $578.3K | 0.11% | +368+24.8% | Added |
| Spinnaker Trust | 1,853 | $579.4K | 0.04% | +17+0.9% | Added |
| Visionary Wealth Advisors | 1,855 | $579.9K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,862 | $582.2K | 0.03% | +172+10.2% | Added |
| Community Bank, N.A. | 1,865 | $583.1K | 0.08% | −25−1.3% | Reduced |
| Keeley-Teton Advisors, LLC | 1,865 | $583.2K | 0.07% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,868 | $583.8K | 0.06% | +7+0.4% | Added |
| Personal Cfo Solutions, LLC | 1,869 | $584.5K | 0.09% | +30+1.6% | Added |
| Regal Investment Advisors LLC | 1,871 | $584.9K | 0.04% | +508+37.3% | Added |
| Mission Creek Capital Partners, Inc. | 1,871 | $585.0K | 0.15% | +1,871 | New |
| Pacific Center for Financial Services | 1,871 | $585.0K | 0.17% | +1,871 | New |
| TrueWealth Advisors, LLC | 1,873 | $585.6K | 0.23% | −75−3.9% | Reduced |
| Principal Street Partners, LLC | 1,845 | $585.8K | 0.11% | +1,845 | New |
| South Dakota Investment Council | 1,874 | $586.0K | 0.01% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,878 | $587.2K | 0.24% | +613+48.5% | Added |
| Phillips Wealth Planners LLC | 1,873 | $590.7K | 0.68% | −78−4.0% | Reduced |
| RW Investment Management LLC | 1,891 | $591.3K | 0.08% | −29−1.5% | Reduced |
| Transform Wealth, LLC | 1,893 | $591.9K | 0.06% | −186−8.9% | Reduced |
| Van Cleef Asset Management,Inc | 1,900 | $594.1K | 0.08% | −88−4.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,900 | $594.1K | 0.36% | +1,900 | New |
| Bangor Savings Bank | 1,902 | $594.7K | 0.06% | −50−2.6% | Reduced |
| Carr Financial Group Corp | 1,913 | $598.2K | 0.20% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,917 | $599.4K | 0.04% | +22+1.2% | Added |
| Bayesian Capital Management, LP | 1,918 | $599.7K | 0.06% | +1,918 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,920 | $600.3K | 0.21% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,921 | $600.7K | 0.13% | −336−14.9% | Reduced |
| First Affirmative Financial Network | 1,924 | $601.6K | 0.44% | −93−4.6% | Reduced |
| Gilman Hill Asset Management, LLC | 1,924 | $601.6K | 0.11% | +100+5.5% | Added |
| Glass Wealth Management Co LLC | 1,924 | $601.6K | 0.37% | +1,924 | New |
| Gilder Gagnon Howe & Co LLC | 1,928 | $602.8K | 0.01% | +247+14.7% | Added |
| Good Life Advisors, LLC | 1,928 | $603.0K | 0.05% | −379−16.4% | Reduced |
| Trium Capital LLP | 1,929 | $603.0K | 0.23% | +1,929 | New |
| Summit Financial Strategies, Inc. | 1,940 | $606.6K | 0.08% | +9+0.5% | Added |
| Soltis Investment Advisors LLC | 1,941 | $607.0K | 0.07% | +121+6.6% | Added |
| Aviance Capital Partners, LLC | 1,958 | $612.2K | 0.09% | −84−4.1% | Reduced |
| WealthTrust Axiom LLC | 1,963 | $613.6K | 0.20% | +1+0.1% | Added |
| Commerzbank Aktiengesellschaft | 1,965 | $615.0K | 0.02% | +480+32.3% | Added |
| Weaver Consulting Group | 1,972 | $616.6K | 0.23% | +15+0.8% | Added |
| Harbour Trust & Investment Management Co | 1,982 | $619.7K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,987 | $621.3K | 0.39% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,996 | $624.1K | 0.08% | +346+21.0% | Added |
| Smithbridge Asset Management Inc | 2,000 | $625.4K | 0.13% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,000 | $625.4K | 0.07% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $625.4K | 0.33% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,015 | $630.0K | 0.39% | +735+57.4% | Added |
| J.W. Cole Advisors, Inc. | 2,018 | $631.0K | 0.03% | +277+15.9% | Added |
| Sonora Investment Management Group, LLC | 2,031 | $635.1K | 0.05% | +8+0.4% | Added |
| Proficio Capital Partners LLC | 2,031 | $635.2K | 0.07% | +190+10.3% | Added |
| Penobscot Wealth Management | 2,036 | $637.0K | 0.40% | −5,066−71.3% | Reduced |
| First Business Financial Services, Inc. | 2,042 | $638.5K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,047 | $640.1K | 0.04% | +873+74.4% | Added |
| Rodgers Brothers Inc. | 2,054 | $642.2K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,055 | $643.0K | 0.09% | −268−11.5% | Reduced |
| Verdence Capital Advisors LLC | 2,059 | $643.8K | 0.06% | +34+1.7% | Added |
| Woodmont Investment Counsel LLC | 2,068 | $646.6K | 0.05% | −5−0.2% | Reduced |
| Cascade Investment Advisors, Inc. | 2,080 | $650.4K | 0.42% | −7,181−77.5% | Reduced |
| Sentry Investment Management LLC | 2,090 | $654.0K | 0.25% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,095 | $654.9K | 0.11% | −59−2.7% | Reduced |
| West Branch Capital LLC | 2,104 | $657.9K | 0.27% | −112−5.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,110 | $659.9K | 0.53% | +406+23.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,112 | $660.4K | 0.16% | +25+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,130 | $666.0K | 0.01% | +157+8.0% | Added |
| Gryphon Financial Partners LLC | 2,133 | $666.8K | 0.11% | −215−9.2% | Reduced |
| Umpqua Bank | 2,149 | $671.9K | 0.28% | +2,149 | New |
| Connectus Wealth, LLC | 2,149 | $672.8K | 0.02% | −49,530−95.8% | Reduced |
| Covenant Partners, LLC | 2,154 | $673.5K | 0.20% | −1,056−32.9% | Reduced |
| Avantax Planning Partners, Inc. | 2,157 | $674.5K | 0.02% | +866+67.1% | Added |
| Camden Capital, LLC | 2,175 | $680.1K | 0.06% | +227+11.7% | Added |
| BKD Wealth Advisors, LLC | 2,181 | $682.0K | 0.02% | −42−1.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,199 | $687.6K | 0.20% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,200 | $687.9K | 0.29% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,215 | $692.6K | 0.08% | +135+6.5% | Added |
| Hanson & Doremus Investment Management | 2,224 | $695.0K | 0.12% | +21+1.0% | Added |
| Johnson Financial Group, Inc. | 2,253 | $704.6K | 0.04% | −250−10.0% | Reduced |
| First National Bank | 2,256 | $705.4K | 0.53% | −2−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,263 | $707.6K | 0.02% | −11−0.5% | Reduced |
| Csenge Advisory Group | 2,266 | $708.4K | 0.04% | −161−6.6% | Reduced |
| Shelton Wealth Management, LLC | 2,269 | $709.5K | 0.45% | +2,269 | New |
| King Wealth | 2,288 | $715.0K | 0.13% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,293 | $717.0K | 0.41% | +43+1.9% | Added |
| Terry L. Blaker | 2,300 | $719.1K | 0.05% | +2,300 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,300 | $719.2K | 0.29% | −205−8.2% | Reduced |
| PGGM Investments | 2,305 | $721.0K | 0.01% | −1,091−32.1% | Reduced |
| MSH Capital Advisors LLC | 2,309 | $722.0K | 0.25% | −590−20.4% | Reduced |
| PFC Capital Group, Inc. | 2,310 | $722.0K | 0.39% | +1,440+165.5% | Added |
| Breakwater Capital Group | 2,340 | $731.7K | 0.18% | +87+3.9% | Added |
| TownSquare Capital, LLC | 2,342 | $732.3K | 0.01% | +655+38.8% | Added |
| MONECO Advisors, LLC | 2,344 | $732.8K | 0.12% | +63+2.8% | Added |
| Trust Co of Virginia | 2,350 | $734.8K | 0.07% | +50+2.2% | Added |
| Marshall Financial Group LLC | 2,350 | $734.8K | 0.21% | −317−11.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,359 | $737.6K | 0.10% | +1,229+108.8% | Added |
| High Net Worth Advisory Group LLC | 2,364 | $739.2K | 0.23% | +300+14.5% | Added |
| South State Corp. | 2,365 | $739.5K | 0.06% | −199−7.8% | Reduced |
| Atomi Financial Group, Inc. | 2,369 | $740.7K | 0.07% | +366+18.3% | Added |
| Tradition Wealth Management, LLC | 2,379 | $743.9K | 0.08% | −21−0.9% | Reduced |
| Pflug Koory, LLC | 2,381 | $744.5K | 0.37% | −215−8.3% | Reduced |
| Curbstone Financial Management Corp | 2,386 | $746.1K | 0.16% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,386 | $746.1K | 0.13% | +96+4.2% | Added |
| Financial Advocates Investment Management | 2,394 | $748.6K | 0.04% | −105−4.2% | Reduced |