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, Q4 2024
Institutional positions in Eaton Corp plc as of Dec 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
- 2,287
- +192 vs. Q3 2024
- Shares held
- 324.9M
- +6.91M (+2.2%) vs. Q3 2024
- Total value
- $107.8B
- +$2.81B (+2.7%) vs. Q3 2024
- New holders
- 301
- 866 more added
- Sold out
- 109
- 768 more reduced
36 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 2,062 | $684.3K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,084 | $691.7K | 0.02% | +6+0.3% | Added |
| Verdence Capital Advisors LLC | 2,086 | $692.3K | 0.06% | −17−0.8% | Reduced |
| Boston Partners | 2,094 | $695.0K | 0.00% | −49−2.3% | Reduced |
| BOCHK Asset Management Ltd | 2,100 | $696.9K | 0.21% | −22,880−91.6% | Reduced |
| Citizens Business Bank | 805 | $696.9K | 0.13% | −1,311−62.0% | Reduced |
| Gsa Capital Partners LLP | 2,100 | $697.0K | 0.05% | +1,210+136.0% | Added |
| Leigh Baldwin & Co., LLC | 2,102 | $697.7K | 0.59% | +2,102 | New |
| Cornerstone Wealth Management, LLC | 2,108 | $699.7K | 0.05% | +385+22.3% | Added |
| Eqis Capital Management, Inc. | 2,112 | $701.0K | 0.06% | −321−13.2% | Reduced |
| Greystone Financial Group, LLC | 2,119 | $703.2K | 0.12% | +470+28.5% | Added |
| Arvest Bank Trust Division | 2,126 | $705.6K | 0.04% | +2,126 | New |
| Dumont & Blake Investment Advisors LLC | 2,127 | $705.9K | 0.19% | −2−0.1% | Reduced |
| Hanson & Doremus Investment Management | 2,138 | $709.0K | 0.11% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 2,139 | $709.9K | 0.38% | +2,139 | New |
| Covenant Partners, LLC | 2,154 | $714.8K | 0.22% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,162 | $717.4K | 0.22% | +10.0% | Added |
| Change Path, LLC | 2,181 | $723.8K | 0.02% | −662−23.3% | Reduced |
| Fermata Advisors, LLC | 2,183 | $724.5K | 0.14% | +1,305+148.6% | Added |
| Enterprise Bank & Trust Co | 2,200 | $730.1K | 0.24% | +1,102+100.4% | Added |
| Orion Capital Management LLC | 2,203 | $731.1K | 0.32% | −220−9.1% | Reduced |
| Proficio Capital Partners LLC | 2,207 | $732.3K | 0.06% | +478+27.6% | Added |
| South State Corp. | 2,209 | $733.1K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 2,213 | $734.4K | 0.04% | −1,815−45.1% | Reduced |
| Allianz SE | 2,220 | $737.9K | 0.02% | −2,151−49.2% | Reduced |
| Alteri Wealth LLC | 2,224 | $738.1K | 0.20% | +2,224 | New |
| Umpqua Bank | 2,191 | $745.2K | 0.26% | +48+2.2% | Added |
| Aua Capital Management, LLC | 2,250 | $746.7K | 0.48% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,251 | $747.0K | 0.21% | −125−5.3% | Reduced |
| US Asset Management LLC | 2,257 | $749.0K | 0.67% | −126−5.3% | Reduced |
| Sunbelt Securities, Inc. | 2,255 | $749.5K | 0.07% | −317−12.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,269 | $753.0K | 0.00% | −249,845−99.1% | Reduced |
| Elmwood Wealth Management, Inc. | 2,270 | $753.3K | 0.30% | +5+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,271 | $753.7K | 0.49% | −6,221−73.3% | Reduced |
| Sculati Wealth Management, LLC | 2,275 | $755.0K | 0.30% | +400+21.3% | Added |
| Stamos Capital Partners, L.P. | 2,290 | $760.0K | 0.18% | +1,470+179.3% | Added |
| Sax Wealth Advisors, LLC | 2,292 | $760.6K | 0.06% | +247+12.1% | Added |
| Trust Co of Virginia | 2,294 | $761.3K | 0.07% | +12+0.5% | Added |
| K.J. Harrison & Partners Inc | 2,300 | $763.5K | 0.12% | +2,300 | New |
| Titleist Asset Management, LLC | 2,302 | $764.0K | 0.09% | +766+49.9% | Added |
| Curbstone Financial Management Corp | 2,304 | $764.6K | 0.16% | 00.0% | Unchanged |
| PGGM Investments | 2,305 | $765.0K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,322 | $770.5K | 0.07% | +229+10.9% | Added |
| Wedgewood Investors Inc | 2,322 | $770.6K | 0.91% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,326 | $771.9K | 0.28% | +2,326 | New |
| YANKCOM Partnership | 2,329 | $772.9K | 0.41% | +2,329 | New |
| Buck Wealth Strategies, LLC | 2,329 | $773.0K | 0.16% | +939+67.6% | Added |
| Prosperity Consulting Group, LLC | 2,356 | $781.9K | 0.06% | +199+9.2% | Added |
| Park Edge Advisors, LLC | 2,359 | $782.9K | 0.23% | −1,619−40.7% | Reduced |
| Catalytic Wealth RIA, LLC | 2,363 | $784.2K | 0.14% | −2,756−53.8% | Reduced |
| Everpar Advisors LLC | 2,367 | $785.5K | 0.40% | +7+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,370 | $786.5K | 0.13% | +2,370 | New |
| Sunbeam Capital Management, LLC | 2,375 | $788.1K | 0.73% | +2,375 | New |
| Legacy Advisors, LLC | 2,376 | $788.5K | 0.08% | −308−11.5% | Reduced |
| Enzi Wealth | 2,130 | $790.7K | 0.30% | −985−31.6% | Reduced |
| VeraBank, N.A. | 2,398 | $795.8K | 0.22% | +8+0.3% | Added |
| Hourglass Capital, LLC | 2,400 | $796.5K | 0.22% | 00.0% | Unchanged |
| Canopy Partners, LLC | 2,405 | $798.1K | 0.30% | −56−2.3% | Reduced |
| Monument Capital Management | 2,415 | $801.4K | 0.22% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,429 | $806.2K | 0.06% | −410−14.4% | Reduced |
| Naples Global Advisors, LLC | 2,432 | $807.1K | 0.08% | −140−5.4% | Reduced |
| Chesapeake Asset Management LLC | 2,450 | $813.1K | 0.76% | −56−2.2% | Reduced |
| Thoma Capital Management LLC | 2,458 | $815.7K | 0.56% | +2,458 | New |
| Burns Matteson Capital Management, LLC | 2,462 | $817.1K | 0.46% | −132−5.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,467 | $818.7K | 0.11% | −166−6.3% | Reduced |
| JPL Wealth Management, LLC | 2,469 | $819.4K | 0.23% | +2,469 | New |
| Albert D Mason Inc | 2,469 | $819.4K | 0.55% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,483 | $824.0K | 0.32% | +2,483 | New |
| Well Done, LLC | 2,508 | $831.3K | 0.15% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,508 | $832.3K | 0.01% | +1,968+364.4% | Added |
| Fundamentun, LLC | 2,509 | $832.7K | 0.05% | −1,153−31.5% | Reduced |
| Henshaw Capital LLC | 2,510 | $833.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,512 | $833.7K | 0.11% | −51−2.0% | Reduced |
| Collective Family Office LLC | 2,513 | $834.0K | 0.23% | −21−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,513 | $834.1K | 0.14% | +258+11.4% | Added |
| Howard Capital Management Inc. | 2,525 | $838.0K | 0.01% | +189+8.1% | Added |
| United Bank | 2,527 | $838.6K | 0.35% | +1,750+225.2% | Added |
| MONECO Advisors, LLC | 2,531 | $839.8K | 0.09% | +201+8.6% | Added |
| Register Financial Advisors LLC | 2,540 | $842.9K | 0.42% | −86−3.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,543 | $843.9K | 0.07% | +252+11.0% | Added |
| Rossmore Private Capital | 2,545 | $844.6K | 0.10% | +815+47.1% | Added |
| Cercano Management LLC | 2,550 | $846.3K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,567 | $852.0K | 0.03% | +159+6.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,578 | $855.6K | 0.06% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,587 | $858.5K | 0.45% | −64−2.4% | Reduced |
| Griffin Asset Management, Inc. | 2,600 | $862.9K | 0.10% | 00.0% | Unchanged |
| Western Financial Corp | 2,601 | $863.2K | 0.47% | −157−5.7% | Reduced |
| Abel Hall, LLC | 2,609 | $865.7K | 0.55% | +20+0.8% | Added |
| Insigneo Advisory Services, LLC | 2,621 | $869.7K | 0.09% | −2,540−49.2% | Reduced |
| Belpointe Asset Management LLC | 2,835 | $870.4K | 0.05% | −46−1.6% | Reduced |
| Geneos Wealth Management Inc. | 2,632 | $873.5K | 0.03% | −56−2.1% | Reduced |
| Catalina Capital Group, LLC | 2,632 | $873.6K | 0.29% | +43+1.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,638 | $875.5K | 0.22% | −23−0.9% | Reduced |
| Kennebec Savings Bank | 2,576 | $878.1K | 0.88% | −24−0.9% | Reduced |
| LM Advisors LLC | 2,652 | $880.0K | 0.16% | +2,652 | New |
| Applied Finance Capital Management, LLC | 2,654 | $880.8K | 0.04% | +229+9.4% | Added |
| Boston Trust Walden Corp | 2,659 | $882.4K | 0.01% | −25−0.9% | Reduced |
| LRI Investments, LLC | 2,660 | $882.7K | 0.09% | −165−5.8% | Reduced |
| Legacy Capital Group California, Inc. | 2,660 | $882.8K | 0.27% | −13−0.5% | Reduced |
| Welch Group, LLC | 2,657 | $883.1K | 0.04% | −148−5.3% | Reduced |