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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 1,547 | $512.7K | 0.25% | −68−4.2% | Reduced |
| Sepio Capital, LP | 1,549 | $513.4K | 0.04% | +6+0.4% | Added |
| Venturi Wealth Management, LLC | 1,549 | $513.4K | 0.03% | +32+2.1% | Added |
| LVZ Advisors, Inc. | 1,557 | $516.1K | 0.07% | +10+0.6% | Added |
| Twin Lakes Capital Management, LLC | 1,569 | $520.0K | 0.33% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,570 | $520.4K | 0.08% | +12+0.8% | Added |
| Golden State Equity Partners | 1,572 | $521.0K | 0.08% | +123+8.5% | Added |
| Pathway Financial Advisors LLC | 1,577 | $522.7K | 0.13% | +17+1.1% | Added |
| CWS Financial Advisors, LLC | 1,580 | $523.7K | 0.19% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,580 | $523.7K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,581 | $524.0K | 0.09% | +517+48.6% | Added |
| L2 Asset Management, LLC | 1,586 | $525.7K | 0.14% | +59+3.9% | Added |
| Capital Advisors, Ltd. LLC | 1,589 | $527.0K | 0.07% | −14−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 1,592 | $527.8K | 0.27% | −63−3.8% | Reduced |
| Koss-Olinger Consulting, LLC | 1,597 | $529.0K | 0.05% | +3+0.2% | Added |
| Ostrum Asset Management | 1,598 | $529.6K | 0.04% | −2,644−62.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,607 | $532.6K | 0.13% | −22−1.4% | Reduced |
| Journey Strategic Wealth LLC | 1,608 | $532.9K | 0.02% | +157+10.8% | Added |
| Sigma Investment Counselors Inc | 1,617 | $535.9K | 0.03% | +18+1.1% | Added |
| Terra Nova Asset Management LLC | 1,619 | $536.6K | 0.40% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,624 | $538.3K | 0.28% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 1,649 | $546.5K | 0.10% | +1,649 | New |
| Bright Futures Wealth Management, LLC. | 1,606 | $550.6K | 0.27% | +1,606 | New |
| DDD Partners, LLC | 1,669 | $553.2K | 0.06% | −35−2.1% | Reduced |
| North Star Asset Management Inc | 1,686 | $558.8K | 0.03% | −30−1.7% | Reduced |
| Alhambra Investment Partners LLC | 1,690 | $560.1K | 0.29% | +20+1.2% | Added |
| Insight Advisors, LLC | 1,694 | $561.4K | 0.10% | +19+1.1% | Added |
| Garrett Wealth Advisory Group, LLC | 1,701 | $563.6K | 0.14% | +131+8.3% | Added |
| RMR Wealth Builders | 1,708 | $566.1K | 0.06% | +405+31.1% | Added |
| Verus Capital Partners, LLC | 1,710 | $566.8K | 0.06% | +55+3.3% | Added |
| Personal Cfo Solutions, LLC | 1,711 | $567.3K | 0.08% | −16−0.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,723 | $571.0K | 0.20% | +15+0.9% | Added |
| Cornerstone Wealth Management, LLC | 1,723 | $571.1K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,729 | $573.0K | 0.06% | −381−18.1% | Reduced |
| Weaver Consulting Group | 1,729 | $573.1K | 0.18% | +82+5.0% | Added |
| Rossmore Private Capital | 1,730 | $573.4K | 0.07% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,737 | $575.7K | 0.30% | +1,737 | New |
| Rise Advisors, LLC | 1,739 | $576.2K | 0.28% | +16+0.9% | Added |
| Bangor Savings Bank | 1,740 | $576.7K | 0.05% | −108−5.8% | Reduced |
| Genesee Capital Advisors, LLC | 1,742 | $577.4K | 0.28% | −199−10.3% | Reduced |
| Shepherd Financial Partners LLC | 1,747 | $579.1K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 1,755 | $582.0K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 1,761 | $583.7K | 0.04% | +3+0.2% | Added |
| TrueWealth Advisors, LLC | 1,766 | $585.3K | 0.20% | −59−3.2% | Reduced |
| Carr Financial Group Corp | 1,769 | $586.3K | 0.17% | −144−7.5% | Reduced |
| KPP Advisory Services LLC | 1,773 | $587.6K | 0.14% | +996+128.2% | Added |
| Cito Capital Group, LLC | 1,773 | $588.0K | 0.22% | +1,000+129.4% | Added |
| Transform Wealth, LLC | 1,780 | $590.0K | 0.04% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 1,780 | $590.0K | 0.52% | +1,780 | New |
| Washington Trust Co | 1,790 | $593.4K | 0.02% | +222+14.2% | Added |
| ZRC Wealth Management, LLC | 1,803 | $597.6K | 0.26% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,812 | $600.6K | 0.12% | −151−7.7% | Reduced |
| Sterling Capital Management LLC | 1,814 | $601.2K | 0.01% | +1,814 | New |
| OmniStar Financial Group, Inc. | 1,816 | $603.0K | 0.45% | +1,816 | New |
| Simon Quick Advisors, LLC | 1,826 | $605.3K | 0.04% | +66+3.8% | Added |
| Summit Financial Strategies, Inc. | 1,830 | $606.5K | 0.07% | −101−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,830 | $606.6K | 0.01% | +271+17.4% | Added |
| Sonata Capital Group Inc | 1,835 | $608.0K | 0.26% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 1,837 | $608.9K | 0.01% | −90−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,839 | $609.7K | 0.04% | +62+3.5% | Added |
| Kestra Investment Management, LLC | 1,850 | $613.2K | 0.03% | +1,850 | New |
| Phillips Wealth Planners LLC | 1,800 | $614.0K | 0.59% | −19−1.0% | Reduced |
| Spinnaker Trust | 1,853 | $614.2K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,862 | $617.1K | 0.21% | +274+17.3% | Added |
| Contravisory Investment Management, Inc. | 1,867 | $618.8K | 0.13% | +122+7.0% | Added |
| Pacific Center for Financial Services | 1,871 | $620.1K | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,874 | $621.0K | 0.01% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,875 | $621.5K | 0.25% | +1,875 | New |
| Waterloo Capital, L.P. | 1,877 | $622.0K | 0.07% | −144−7.1% | Reduced |
| Fox Run Management, L.L.C. | 1,877 | $622.1K | 0.14% | +597+46.6% | Added |
| Andina Capital Management, LLC | 1,881 | $623.4K | 0.47% | +314+20.0% | Added |
| RW Investment Management LLC | 1,891 | $626.8K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,895 | $628.0K | 0.26% | +160+9.2% | Added |
| Balboa Wealth Partners | 1,899 | $629.4K | 0.16% | −58−3.0% | Reduced |
| Smithbridge Asset Management Inc | 1,900 | $629.7K | 0.11% | −100−5.0% | Reduced |
| Harbour Trust & Investment Management Co | 1,900 | $629.7K | 0.07% | −82−4.1% | Reduced |
| Outfitter Financial LLC | 1,900 | $629.7K | 0.52% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,905 | $631.4K | 0.04% | −9−0.5% | Reduced |
| West Branch Capital LLC | 1,908 | $632.4K | 0.22% | −196−9.3% | Reduced |
| Gateway Advisory, LLC | 1,910 | $633.0K | 0.10% | −51−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,912 | $633.7K | 0.11% | −25−1.3% | Reduced |
| Advisor OS, LLC | 1,913 | $634.0K | 0.06% | +131+7.4% | Added |
| Resonant Capital Advisors, LLC | 1,914 | $634.4K | 0.05% | +43+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,918 | $635.8K | 0.13% | +922+92.6% | Added |
| Prestige Wealth Management Group LLC | 1,919 | $636.0K | 0.13% | +78+4.2% | Added |
| Keel Point, LLC | 1,926 | $638.3K | 0.05% | +67+3.6% | Added |
| Peachtree Investment Partners, LLC | 1,948 | $645.6K | 0.24% | −30−1.5% | Reduced |
| Rodgers Brothers Inc. | 1,954 | $647.6K | 0.08% | −100−4.9% | Reduced |
| Napatree Capital LLC | 1,962 | $650.3K | 0.45% | −264−11.9% | Reduced |
| WealthTrust Axiom LLC | 1,963 | $650.5K | 0.19% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,965 | $651.3K | 0.11% | +859+77.7% | Added |
| Csenge Advisory Group | 1,911 | $652.5K | 0.03% | −246−11.4% | Reduced |
| Centaurus Financial, Inc. | 1,978 | $655.0K | 0.04% | +754+61.6% | Added |
| Traphagen Investment Advisors LLC | 1,982 | $656.8K | 0.07% | +107+5.7% | Added |
| Sonora Investment Management Group, LLC | 1,986 | $658.3K | 0.05% | −45−2.2% | Reduced |
| IAM Advisory, LLC | 1,997 | $661.7K | 0.17% | +86+4.5% | Added |
| Sanders Morris Harris LLC | 2,000 | $662.9K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $662.9K | 0.29% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,005 | $664.5K | 0.03% | +283+16.4% | Added |
| Morningstar Investment Management LLC | 1,925 | $665.0K | 0.07% | −1,078−35.9% | Reduced |