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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 20,160 | $6.30M | 0.23% | −600−2.9% | Reduced |
| Scissortail Wealth Management, LLC | 20,106 | $6.29M | 1.66% | −11,073−35.5% | Reduced |
| Iowa State Bank | 20,084 | $6.28M | 1.39% | −2,400−10.7% | Reduced |
| Callahan Advisors, LLC | 20,074 | $6.28M | 0.66% | +779+4.0% | Added |
| O'Neil Global Advisors, Inc. | 20,000 | $6.25M | 7.72% | +20,000 | New |
| Hartford Financial Management Inc. | 20,000 | $6.25M | 1.32% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,993 | $6.25M | 0.19% | +328+1.7% | Added |
| Mystic Asset Management, Inc. | 19,964 | $6.24M | 2.58% | +394+2.0% | Added |
| Fiduciary Trust Co | 19,935 | $6.23M | 0.10% | +3,569+21.8% | Added |
| Stonebrook Private Inc. | 19,636 | $6.14M | 1.79% | +1,369+7.5% | Added |
| Avantax Advisory Services, Inc. | 19,513 | $6.10M | 0.05% | +5,634+40.6% | Added |
| Tower Research Capital LLC (TRC) | 19,361 | $6.05M | 0.15% | −30,198−60.9% | Reduced |
| Stonebridge Capital Advisors LLC | 19,304 | $6.04M | 0.54% | −546−2.8% | Reduced |
| Merit Financial Group, LLC | 18,776 | $6.02M | 0.14% | +12,206+185.8% | Added |
| Strategy Asset Managers LLC | 19,189 | $6.00M | 1.28% | +112+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 19,035 | $5.95M | 0.93% | +5,668+42.4% | Added |
| Dakota Wealth Management | 19,000 | $5.94M | 0.15% | −275−1.4% | Reduced |
| Hoylecohen, LLC | 18,846 | $5.89M | 0.45% | +1,207+6.8% | Added |
| Schwartz Investment Counsel Inc | 18,831 | $5.89M | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 18,828 | $5.89M | 0.07% | +798+4.4% | Added |
| Windward Capital Management Co | 18,779 | $5.87M | 0.49% | −326−1.7% | Reduced |
| Leeward Financial Partners, LLC | 18,395 | $5.75M | 2.43% | +1,011+5.8% | Added |
| StrongBox Wealth, LLC | 18,361 | $5.74M | 3.03% | −1,204−6.2% | Reduced |
| Pinnbrook Capital Management LP | 18,323 | $5.73M | 0.99% | −44,416−70.8% | Reduced |
| Princeton Global Asset Management LLC | 18,278 | $5.72M | 1.36% | −490−2.6% | Reduced |
| Argent Trust Co | 18,270 | $5.71M | 0.26% | +151+0.8% | Added |
| Concurrent Investment Advisors, LLC | 18,193 | $5.69M | 0.23% | +174+1.0% | Added |
| SpiderRock Advisors, LLC | 18,935 | $5.66M | 0.18% | +18,935 | New |
| First National Trust Co | 18,027 | $5.64M | 0.23% | −338−1.8% | Reduced |
| Howland Capital Management LLC | 17,945 | $5.61M | 0.27% | −254−1.4% | Reduced |
| Consolidated Investment Group LLC | 17,900 | $5.60M | 0.91% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 17,862 | $5.59M | 0.06% | +827+4.9% | Added |
| Vontobel Holding Ltd. | 17,840 | $5.58M | 0.04% | +7,402+70.9% | Added |
| Quantinno Capital Management LP | 17,743 | $5.55M | 0.12% | +3,699+26.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 17,739 | $5.55M | 3.71% | −445−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 17,679 | $5.53M | 0.11% | −684−3.7% | Reduced |
| Alps Advisors Inc | 17,631 | $5.51M | 0.04% | +232+1.3% | Added |
| Marvin & Palmer Associates Inc | 17,621 | $5.51M | 5.46% | −789−4.3% | Reduced |
| Fruth Investment Management | 17,542 | $5.49M | 1.41% | −10−0.1% | Reduced |
| KCM Investment Advisors LLC | 17,528 | $5.48M | 0.20% | −179−1.0% | Reduced |
| Qube Research & Technologies Ltd | 17,462 | $5.46M | 0.01% | −172,545−90.8% | Reduced |
| Apollon Wealth Management, LLC | 17,393 | $5.44M | 0.17% | −998−5.4% | Reduced |
| Hudson Bay Capital Management LP | 17,000 | $5.32M | 0.05% | −2,000−10.5% | Reduced |
| Morton Community Bank | 16,901 | $5.28M | 1.52% | −150−0.9% | Reduced |
| Smith, Salley & Associates | 16,846 | $5.27M | 0.41% | −8,910−34.6% | Reduced |
| Greenleaf Trust | 16,842 | $5.27M | 0.05% | −632−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 16,833 | $5.26M | 0.05% | +677+4.2% | Added |
| Central Trust Co | 16,772 | $5.24M | 0.13% | +94+0.6% | Added |
| FWL Investment Management, LLC | 16,768 | $5.24M | 2.89% | +13,370+393.5% | Added |
| Wright Investors Service Inc | 16,528 | $5.17M | 1.31% | +100+0.6% | Added |
| Phoenix Wealth Advisors | 16,515 | $5.16M | 3.15% | −2,302−12.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,449 | $5.14M | 2.13% | −1,119−6.4% | Reduced |
| Sumitomo Life Insurance Co | 16,393 | $5.13M | 0.13% | −500−3.0% | Reduced |
| Bleakley Financial Group, LLC | 16,388 | $5.12M | 0.15% | +5,579+51.6% | Added |
| Simplicity Wealth,LLC | 16,341 | $5.11M | 0.12% | +16,341 | New |
| Ameritas Investment Partners, Inc. | 16,327 | $5.11M | 0.18% | −197−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 16,248 | $5.08M | 0.41% | +1,188+7.9% | Added |
| Metropolitan Life Insurance Co | 16,105 | $5.04M | 0.22% | −148−0.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 15,930 | $4.99M | 0.27% | −2,456−13.4% | Reduced |
| Zions Bancorporation, N.A. | 15,909 | $4.97M | 0.37% | −2,955−15.7% | 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 |
| Maxwell Wealth Strategies Inc. | 14,799 | $4.95M | 2.51% | −1,786−10.8% | Reduced |
| Janney Capital Management LLC | 15,745 | $4.92M | 0.33% | −768−4.7% | Reduced |
| Midwest Professional Planners, LTD. | 15,740 | $4.92M | 1.73% | −749−4.5% | Reduced |
| Patton Fund Management, Inc. | 15,737 | $4.92M | 0.89% | −2,133−11.9% | Reduced |
| Romano Brothers and Company | 15,723 | $4.92M | 0.67% | −10−0.1% | Reduced |
| Patten Group, Inc. | 15,701 | $4.91M | 1.21% | +13+0.1% | Added |
| Monte Financial Group, LLC | 15,666 | $4.90M | 2.15% | −4,943−24.0% | Reduced |
| Brasada Capital Management, LP | 15,616 | $4.88M | 0.88% | −551−3.4% | Reduced |
| Savant Capital, LLC | 15,544 | $4.86M | 0.06% | +6,490+71.7% | Added |
| Atria Wealth Solutions, Inc. | 15,436 | $4.84M | 0.05% | +2,336+17.8% | Added |
| Northcape Wealth Management, LLC | 15,467 | $4.84M | 1.76% | −410−2.6% | Reduced |
| Metis Global Partners, LLC | 15,428 | $4.82M | 0.18% | −446−2.8% | Reduced |
| Cullen Capital Management LLC | 15,387 | $4.81M | 0.05% | −496−3.1% | Reduced |
| Toroso Investments, LLC | 15,385 | $4.81M | 0.08% | −5,315−25.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 15,370 | $4.81M | 0.36% | −679−4.2% | Reduced |
| Icon Wealth Advisors, LLC | 15,359 | $4.80M | 0.45% | −738−4.6% | Reduced |
| Walleye Trading LLC | 15,208 | $4.76M | 0.08% | +15,208 | New |
| Levin Capital Strategies, L.P. | 15,150 | $4.74M | 0.48% | −1,150−7.1% | Reduced |
| Triasima Portfolio Management inc. | 15,106 | $4.72M | 0.40% | −1,894−11.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,096 | $4.72M | 0.18% | +1,285+9.3% | Added |
| Buckingham Strategic Wealth, LLC | 14,995 | $4.69M | 0.05% | +297+2.0% | Added |
| Cornerstone Wealth Group, LLC | 14,993 | $4.69M | 0.43% | −8,056−35.0% | Reduced |
| Trust Co of Toledo NA | 14,988 | $4.69M | 0.73% | +371+2.5% | Added |
| National Asset Management, Inc. | 21,933 | $4.68M | 0.13% | −1,057−4.6% | Reduced |
| Wellington Management Group LLP | 14,924 | $4.67M | 0.00% | +282+1.9% | Added |
| Banco de Sabadell, S.A | 14,723 | $4.60M | 3.43% | −1,004−6.4% | Reduced |
| Cornerstone Advisors, LLC | 14,700 | $4.60M | 0.19% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 14,651 | $4.58M | 0.43% | +4,178+39.9% | Added |
| CWM, LLC | 14,583 | $4.56M | 0.02% | +2,055+16.4% | Added |
| Spire Wealth Management | 14,581 | $4.56M | 0.12% | −333−2.2% | Reduced |
| Old Second National Bank of Aurora | 14,541 | $4.55M | 1.18% | −531−3.5% | Reduced |
| Bouvel Investment Partners, LLC | 14,472 | $4.53M | 1.95% | −109−0.7% | Reduced |
| Sigma Planning Corp | 14,453 | $4.52M | 0.14% | +9,376+184.7% | Added |
| Polymer Capital Management (HK) LTD | 14,287 | $4.47M | 1.12% | +14,287 | New |
| PDT Partners, LLC | 14,217 | $4.45M | 0.42% | +2,417+20.5% | Added |
| South Street Advisors LLC | 14,050 | $4.39M | 0.70% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 14,024 | $4.39M | 0.28% | +14,024 | New |
| We Are One Seven, LLC | 13,941 | $4.36M | 0.23% | +2,218+18.9% | Added |