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, Q3 2024
Institutional positions in Eaton Corp plc as of Sep 30, 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
- 2,131
- +76 vs. Q2 2024
- Shares held
- 323.9M
- +23.5M (+7.8%) vs. Q2 2024
- Total value
- $107.0B
- +$12.8B (+13.6%) vs. Q2 2024
- New holders
- 199
- 869 more added
- Sold out
- 123
- 740 more reduced
29 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 | 2,533 | $116.2B |
| Q4 2025 | 2,472 | $102.5B |
| Q3 2025 | 2,393 | $119.3B |
| Q2 2025 | 2,329 | $117.1B |
| Q1 2025 | 2,196 | $88.7B |
| Q4 2024 | 2,287 | $107.8B |
| Q3 2024 | 2,131 | $107.0B |
| Q2 2024 | 2,084 | $103.3B |
| Q1 2024 | 2,010 | $103.7B |
| Q4 2023 | 1,822 | $80.0B |
| Q3 2023 | 1,664 | $70.7B |
| Q2 2023 | 1,628 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 2,661 | $882.0K | 0.21% | +115+4.5% | Added |
| Legacy Capital Group California, Inc. | 2,673 | $885.9K | 0.29% | −103−3.7% | Reduced |
| SWMG, LLC | 2,402 | $887.9K | 0.37% | +2,402 | New |
| Boston Trust Walden Corp | 2,684 | $889.6K | 0.01% | +50+1.9% | Added |
| Legacy Advisors, LLC | 2,684 | $889.6K | 0.10% | +497+22.7% | Added |
| Alpha DNA Investment Management LLC | 2,688 | $890.9K | 0.49% | +2,688 | New |
| Geneos Wealth Management Inc. | 2,688 | $890.9K | 0.03% | +686+34.3% | Added |
| Geller Advisors LLC | 2,704 | $896.2K | 0.06% | +1,084+66.9% | Added |
| Aigen Investment Management, LP | 2,704 | $896.2K | 0.18% | +2,704 | New |
| Commerzbank Aktiengesellschaft | 2,716 | $901.0K | 0.02% | +643+31.0% | Added |
| Bogart Wealth, LLC | 2,718 | $901.0K | 0.04% | +10.0% | Added |
| Park National Corp | 2,721 | $901.8K | 0.03% | −78−2.8% | Reduced |
| Private Portfolio Partners LLC | 2,732 | $905.5K | 0.17% | +2,732 | New |
| Elyxium Wealth, LLC | 2,733 | $905.8K | 0.50% | +2,733 | New |
| Philadelphia Trust Co | 2,740 | $908.0K | 0.07% | +146+5.6% | Added |
| Sabal Trust CO | 2,742 | $908.8K | 0.05% | +210+8.3% | Added |
| Wealth Group, Ltd. | 2,743 | $909.0K | 0.61% | +2,743 | New |
| Secure Asset Management, LLC | 2,745 | $909.8K | 0.15% | +223+8.8% | Added |
| Hartree Partners, LP | 2,750 | $911.5K | 0.26% | +1,750+175.0% | Added |
| Breakwater Capital Group | 2,754 | $912.8K | 0.18% | +234+9.3% | Added |
| Western Financial Corp | 2,758 | $914.1K | 0.52% | +79+2.9% | Added |
| Tradition Wealth Management, LLC | 2,760 | $914.8K | 0.08% | +148+5.7% | Added |
| Welch & Forbes LLC | 2,764 | $916.1K | 0.01% | +93+3.5% | Added |
| Brookstone Capital Management | 2,766 | $916.7K | 0.01% | +173+6.7% | Added |
| Linscomb & Williams, Inc. | 2,769 | $917.8K | 0.05% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,785 | $923.1K | 0.01% | +831+42.5% | Added |
| Patron Partners Advisors, LLC | 2,801 | $928.4K | 0.51% | +160+6.1% | Added |
| Welch Group, LLC | 2,805 | $929.7K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,806 | $930.0K | 0.03% | −9−0.3% | Reduced |
| 1st Source Bank | 2,808 | $930.7K | 0.05% | +400+16.6% | Added |
| Home Federal Bank of Tennessee | 2,816 | $933.3K | 0.27% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,832 | $938.8K | 0.16% | +18+0.6% | Added |
| Good Life Advisors, LLC | 2,839 | $941.2K | 0.06% | +895+46.0% | Added |
| Change Path, LLC | 2,843 | $942.3K | 0.03% | +1,515+114.1% | Added |
| Wilkins Investment Counsel Inc | 2,850 | $944.6K | 0.13% | −50−1.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,856 | $946.6K | 0.23% | −189−6.2% | Reduced |
| 1776 Wealth LLC | 2,858 | $947.3K | 0.42% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,862 | $948.6K | 0.75% | +681+31.2% | Added |
| Zimmermann Investment Management & Planning LLC | 2,866 | $949.9K | 0.29% | +930+48.0% | Added |
| Shelton Wealth Management, LLC | 2,867 | $950.2K | 0.54% | +2,867 | New |
| Palumbo Wealth Management LLC | 2,871 | $951.4K | 0.37% | −45−1.5% | Reduced |
| First Western Trust Bank | 2,880 | $954.5K | 0.04% | −26−0.9% | Reduced |
| Belpointe Asset Management LLC | 2,881 | $954.9K | 0.06% | −819−22.1% | Reduced |
| Conning Inc. | 2,886 | $956.5K | 0.03% | −1,442−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 2,910 | $964.5K | 0.06% | +1,252+75.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,912 | $965.3K | 0.15% | +46+1.6% | Added |
| Wolverine Trading, LLC | 2,941 | $966.0K | 0.03% | +1,270+76.0% | Added |
| OneAscent Financial Services LLC | 2,925 | $969.0K | 0.70% | −35−1.2% | Reduced |
| Greenfield Savings Bank | 2,946 | $976.4K | 0.46% | −106−3.5% | Reduced |
| Marshall Financial Group LLC | 2,952 | $978.4K | 0.23% | +358+13.8% | Added |
| Mount Yale Investment Advisors, LLC | 2,953 | $978.6K | 0.09% | +1,146+63.4% | Added |
| GSG Advisors LLC | 2,989 | $979.1K | 0.32% | +59+2.0% | Added |
| BluePath Capital Management, LLC | 2,955 | $979.3K | 0.61% | +755+34.3% | Added |
| HM Payson & Co | 2,956 | $979.7K | 0.02% | +910+44.5% | Added |
| KRS Capital Management, LLC | 2,962 | $981.8K | 0.72% | +28+1.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,004 | $984.0K | 0.55% | −402−11.8% | Reduced |
| American National Bank | 2,983 | $988.7K | 0.12% | −19−0.6% | Reduced |
| Vise Technologies, Inc. | 2,984 | $989.0K | 0.13% | +2,984 | New |
| Knollwood Investment Advisory, LLC | 2,990 | $991.0K | 0.11% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,990 | $991.0K | 0.40% | +2,990 | New |
| Grandfield & Dodd, LLC | 2,994 | $992.3K | 0.06% | +140+4.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $994.3K | 0.29% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,000 | $994.3K | 0.45% | +600+25.0% | Added |
| Clarius Group, LLC | 3,019 | $996.0K | 0.07% | −86−2.8% | Reduced |
| Brown Financial Advisors | 3,020 | $1.00M | 0.41% | +3,020 | New |
| Gemmer Asset Management LLC | 3,021 | $1.00M | 0.10% | −30−1.0% | Reduced |
| Tompkins Financial Corp | 3,031 | $1.00M | 0.10% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 3,043 | $1.01M | 0.45% | +6+0.2% | Added |
| Oakworth Capital, Inc. | 3,051 | $1.01M | 0.07% | +44+1.5% | Added |
| Patton Albertson Miller Group, LLC | 3,061 | $1.01M | 0.14% | +4+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 3,073 | $1.02M | 0.51% | +44+1.5% | Added |
| Aspen Investment Management Inc | 3,073 | $1.02M | 0.48% | −13−0.4% | Reduced |
| Evermay Wealth Management LLC | 3,075 | $1.02M | 0.16% | −368−10.7% | Reduced |
| Mather Group, LLC. | 3,075 | $1.02M | 0.01% | −388−11.2% | Reduced |
| LRI Investments, LLC | 2,825 | $1.02M | 0.10% | −240−7.8% | Reduced |
| Scharf Investments, LLC | 3,102 | $1.03M | 0.03% | +78+2.6% | Added |
| Mayflower Financial Advisors, LLC | 3,118 | $1.03M | 0.16% | +49+1.6% | Added |
| Summit Financial, LLC | 3,123 | $1.04M | 0.04% | +208+7.1% | Added |
| HBK Sorce Advisory LLC | 3,141 | $1.04M | 0.03% | +23+0.7% | Added |
| Orrstown Financial Services Inc | 3,151 | $1.04M | 0.31% | +1,829+138.4% | Added |
| Manchester Capital Management LLC | 3,153 | $1.05M | 0.12% | +86+2.8% | Added |
| 1620 Investment Advisors, Inc. | 3,155 | $1.05M | 0.76% | −2,171−40.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,157 | $1.05M | 0.21% | +206+7.0% | Added |
| Ocean Capital Management, LLC | 3,157 | $1.05M | 0.24% | +3,157 | New |
| Guyasuta Investment Advisors Inc | 3,161 | $1.05M | 0.06% | +33+1.1% | Added |
| Waters Parkerson & Co., LLC | 3,170 | $1.05M | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,178 | $1.05M | 0.01% | +1,147+56.5% | Added |
| Maven Securities LTD | 3,180 | $1.05M | 0.12% | +2,371+293.1% | Added |
| Chicago Partners Investment Group LLC | 3,078 | $1.06M | 0.04% | +1,546+100.9% | Added |
| Enterprise Financial Services Corp | 3,214 | $1.07M | 0.62% | −10.0% | Reduced |
| Lagoda Investment Management, L.P. | 3,225 | $1.07M | 0.61% | +1,150+55.4% | Added |
| Carson Advisory Inc. | 3,230 | $1.07M | 0.67% | −11−0.3% | Reduced |
| Enzi Wealth | 3,115 | $1.08M | 0.42% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,250 | $1.08M | 0.12% | +127+4.1% | Added |
| Diligent Investors, LLC | 3,255 | $1.08M | 0.25% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,258 | $1.08M | 0.07% | −4−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,268 | $1.08M | 0.90% | −60−1.8% | Reduced |
| Citadel Investment Advisory, Inc. | 3,457 | $1.08M | 0.57% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,287 | $1.09M | 0.08% | −33−1.0% | Reduced |
| Garner Asset Management Corp | 3,289 | $1.09M | 0.50% | −20−0.6% | Reduced |