Skip to main content

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.

Institutional holdersQ1 2024: 2,009 institutions
Q1 2021: 1,311 institutionsQ2 2021: 1,316 institutionsQ3 2021: 1,352 institutionsQ4 2021: 1,456 institutionsQ1 2022: 1,422 institutionsQ2 2022: 1,371 institutionsQ3 2022: 1,385 institutionsQ4 2022: 1,493 institutionsQ1 2023: 1,532 institutionsQ2 2023: 1,627 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,821 institutionsQ1 2024: 2,009 institutionsQ2 2024: 2,083 institutionsQ3 2024: 2,130 institutionsQ4 2024: 2,286 institutionsQ1 2025: 2,195 institutionsQ2 2025: 2,328 institutionsQ3 2025: 2,392 institutionsQ4 2025: 2,471 institutionsQ1 2026: 2,532 institutionsQ2 2026: 2,686 institutions
Value heldQ1 2024: $103.7B
Q1 2021: $44.4BQ2 2021: $47.6BQ3 2021: $47.6BQ4 2021: $55.3BQ1 2022: $49.1BQ2 2022: $41.1BQ3 2022: $43.6BQ4 2022: $51.0BQ1 2023: $56.7BQ2 2023: $66.2BQ3 2023: $70.7BQ4 2023: $80.0BQ1 2024: $103.7BQ2 2024: $103.3BQ3 2024: $107.0BQ4 2024: $107.8BQ1 2025: $88.7BQ2 2025: $117.1BQ3 2025: $119.3BQ4 2025: $102.5BQ1 2026: $116.2BQ2 2026: $140.6B
Institutions holding ETN and their total value by quarter
QuarterHoldersValue
Q2 20262,686$140.6B
Q1 20262,532$116.2B
Q4 20252,471$102.5B
Q3 20252,392$119.3B
Q2 20252,328$117.1B
Q1 20252,195$88.7B
Q4 20242,286$107.8B
Q3 20242,130$107.0B
Q2 20242,083$103.3B
Q1 20242,009$103.7B
Q4 20231,821$80.0B
Q3 20231,663$70.7B
Q2 20231,627$66.2B
Q1 20231,532$56.7B
Q4 20221,493$51.0B
Q3 20221,385$43.6B
Q2 20221,371$41.1B
Q1 20221,422$49.1B
Q4 20211,456$55.3B
Q3 20211,352$47.6B
Q2 20211,316$47.6B
Q1 20211,311$44.4B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q4 2023.

Institutions holding ETN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
L & S Advisors Inc30,452$9.52M1.08%−12,846−29.7%Reduced
Kentucky Retirement Systems30,324$9.48M0.28%−1,624−5.1%Reduced
St Germain D J Co Inc30,211$9.45M0.46%+516+1.7%Added
Carret Asset Management, LLC30,103$9.41M1.11%−1,030−3.3%Reduced
Greenfield Seitz Capital Management, LLC30,051$9.40M3.50%−2,187−6.8%Reduced
Avalon Global Asset Management LLC30,000$9.38M3.02%00.0%Unchanged
Winslow Asset Management Inc29,981$9.38M1.77%+21+0.1%Added
Buckingham Strategic Partners29,906$9.35M0.27%+27,538+1,162.9%Added
Red Cedar Investment Management, LLC29,599$9.26M1.15%+4,838+19.5%Added
Nicholas Company, Inc.29,350$9.18M0.15%−6,020−17.0%Reduced
Hamilton Point Investment Advisors, LLC29,153$9.12M1.78%−17,842−38.0%Reduced
Ellsworth Advisors, LLC28,585$9.10M2.61%−533−1.8%Reduced
KBC Group NV29,105$9.10M0.03%−2,111−6.8%Reduced
River Wealth Advisors LLC28,828$9.01M1.31%+526+1.9%Added
Clearstead Advisors, LLC27,399$9.00M0.45%+2,410+9.6%Added
Ethic Inc.28,775$9.00M0.23%+1,627+6.0%Added
Stock Yards Bank & Trust Co28,771$9.00M0.30%−1,576−5.2%Reduced
Perkins Coie Trust Co28,663$8.96M2.10%+188+0.7%Added
Intech Investment Management LLC28,374$8.87M0.13%−149,487−84.0%Reduced
Jackson Wealth Management, LLC28,257$8.84M1.10%+24+0.1%Added
NewEdge Wealth, LLC27,940$8.81M0.20%+2,992+12.0%Added
Avitas Wealth Management LLC28,044$8.77M1.33%+409+1.5%Added
Rheos Capital Works Inc.28,000$8.76M0.42%00.0%Unchanged
Citizens National Bank Trust Department27,969$8.75M2.03%−535−1.9%Reduced
Annex Advisory Services, LLC27,937$8.74M0.31%+525+1.9%Added
Credit Agricole S A28,176$8.70M0.15%+13,066+86.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.27,561$8.62M0.02%+3,913+16.5%Added
Thrivent Financial for Lutherans27,501$8.60M0.02%−2,313−7.8%Reduced
James Investment Research Inc27,458$8.59M1.02%−108−0.4%Reduced
Highland Capital Management, LLC27,433$8.58M0.49%+1,190+4.5%Added
First National Bank of Omaha31,539$8.57M0.58%−15,675−33.2%Reduced
Meridian Wealth Advisors, LLC27,372$8.56M1.61%+777+2.9%Added
Davy Global Fund Management Ltd27,168$8.49M0.96%−628−2.3%Reduced
Hantz Financial Services, Inc.27,085$8.47M0.17%−368−1.3%Reduced
Sequoia Financial Advisors, LLC27,038$8.45M0.11%−2,462−8.3%Reduced
Prime Capital Investment Advisors, LLC26,936$8.42M0.12%+2,267+9.2%Added
Hendley & Co Inc26,895$8.41M3.01%+35+0.1%Added
Colony Group, LLC26,853$8.40M0.07%−4,620−14.7%Reduced
Altrius Capital Management Inc26,554$8.30M2.09%−10,814−28.9%Reduced
Advisory Services Network, LLC26,544$8.30M0.18%−789−2.9%Reduced
Neville Rodie & Shaw Inc26,541$8.30M0.63%+1,592+6.4%Added
Atlantic Union Bankshares Corp26,457$8.27M0.70%−1,015−3.7%Reduced
Rathbone Brothers plc26,417$8.26M0.05%+945+3.7%Added
Sandy Spring Bank26,299$8.22M0.37%+744+2.9%Added
Shelton Capital Management26,182$8.19M0.23%−100−0.4%Reduced
Freestone Capital Holdings, LLC26,043$8.14M0.30%+1,848+7.6%Added
Cambridge Financial Group, Inc.25,933$8.11M3.59%−385−1.5%Reduced
Meiji Yasuda Life Insurance Co25,902$8.10M0.17%+252+1.0%Added
Buck Wealth Strategies, LLC25,902$8.10M2.78%+23,342+911.8%Added
Hartford Investment Management Co25,823$8.07M0.29%−1,081−4.0%Reduced
Country Club Bank25,797$8.07M0.57%−930−3.5%Reduced
Berry Wealth Group, LP25,709$8.04M6.67%−213−0.8%Reduced
Davenport & Co LLC25,633$8.02M0.05%+852+3.4%Added
Shorepoint Capital Partners LLC25,398$7.94M1.94%+8,330+48.8%Added
Sandler Capital Management25,375$7.93M0.97%+25,375New
Quadrature Capital Ltd24,975$7.80M0.13%−32,995−56.9%Reduced
D.A. Davidson & Co.24,936$7.80M0.07%+3,085+14.1%Added
CIBC Private Wealth Group, LLC24,977$7.79M0.02%+2,281+10.1%Added
Westhampton Capital, LLC24,917$7.79M4.25%−135−0.5%Reduced
Transamerica Financial Advisors, Inc.24,739$7.74M0.79%+22,346+933.8%Added
Beech Hill Advisors, Inc.24,572$7.68M3.19%−374−1.5%Reduced
Gratus Capital LLC24,547$7.68M0.35%+5,561+29.3%Added
Boothbay Fund Management, LLC24,484$7.66M0.23%−46,424−65.5%Reduced
Boyd Watterson Asset Management LLC24,344$7.61M2.73%−123−0.5%Reduced
Marietta Investment Partners LLC24,281$7.59M1.66%+4,130+20.5%Added
Providence Capital Advisors, LLC24,274$7.59M1.66%+442+1.9%Added
Federation des caisses Desjardins du Quebec27,082$7.57M0.05%+3,848+16.6%Added
AE Wealth Management LLC24,196$7.57M0.09%−7,842−24.5%Reduced
Ieq Capital, LLC24,169$7.56M0.11%+2,226+10.1%Added
Richard Bernstein Advisors LLC24,040$7.52M0.16%00.0%Unchanged
Ashton Thomas Private Wealth, LLC23,737$7.42M0.43%+3,487+17.2%Added
Securian Asset Management, Inc23,518$7.35M0.22%−1,756−6.9%Reduced
Summitry LLC23,374$7.31M0.38%−9,068−28.0%Reduced
Community Financial Services Group, LLC23,283$7.28M1.66%+23,283New
Empowered Funds, LLC23,273$7.28M0.13%+17,490+302.4%Added
Louisiana State Employees Retirement System23,200$7.25M0.14%−900−3.7%Reduced
Colonial Trust Co23,164$7.24M1.36%−874−3.6%Reduced
Dana Investment Advisors, Inc.23,127$7.23M0.24%−41−0.2%Reduced
Consolidated Planning Corp23,006$7.19M1.23%−1,750−7.1%Reduced
Massmutual Trust Co FSB22,751$7.11M0.22%+56+0.2%Added
Stratos Wealth Partners, LTD.22,713$7.10M0.12%−274−1.2%Reduced
Banque Pictet & Cie SA22,500$7.04M0.07%+1,200+5.6%Added
USS Investment Management Ltd22,400$7.00M0.06%00.0%Unchanged
Vestmark Advisory Solutions, Inc.22,235$6.95M0.30%−598−2.6%Reduced
First Manhattan Co22,181$6.94M0.02%+61+0.3%Added
Alpha Omega Wealth Management LLC21,800$6.82M1.27%−3,206−12.8%Reduced
Lake Street Advisors Group, LLC21,677$6.78M0.32%+114+0.5%Added
Trustmark National Bank Trust Department21,440$6.70M0.55%+1,242+6.1%Added
Aptus Capital Advisors, LLC21,161$6.62M0.14%+19,159+957.0%Added
Navellier & Associates Inc20,965$6.56M0.81%−4,717−18.4%Reduced
Americana Partners, LLC20,938$6.55M0.55%+4,363+26.3%Added
Moseley Investment Management Inc20,937$6.55M3.25%−42−0.2%Reduced
Reliant Investment Management, LLC20,874$6.53M3.06%−290−1.4%Reduced
Hel Ved Capital Management Ltd20,660$6.46M1.60%+20,660New
Oribel Capital Management, LP20,600$6.44M0.74%−94,100−82.0%Reduced
Kingsview Wealth Management, LLC20,579$6.43M0.16%+947+4.8%Added
Knights of Columbus Asset Advisors LLC20,467$6.40M0.46%+248+1.2%Added
Daymark Wealth Partners, LLC20,449$6.39M0.34%+652+3.3%Added
Summit Financial Wealth Advisors, LLC20,322$6.35M1.29%−17,958−46.9%Reduced
Northwest Wealth Management, LLC20,172$6.31M1.73%−168−0.8%Reduced