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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1,668 | $553.4K | 0.27% | −71−4.1% | Reduced |
| PKS Advisory Services, LLC | 1,673 | $555.5K | 0.16% | +1,673 | New |
| Balboa Wealth Partners | 1,675 | $555.9K | 0.13% | −224−11.8% | Reduced |
| Trueblood Wealth Management, LLC | 1,680 | $557.5K | 0.27% | +156+10.2% | Added |
| DDD Partners, LLC | 1,681 | $557.9K | 0.07% | +12+0.7% | Added |
| North Star Asset Management Inc | 1,686 | $559.5K | 0.02% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,690 | $560.9K | 0.06% | −140−7.7% | Reduced |
| Alhambra Investment Partners LLC | 1,690 | $560.9K | 0.29% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,638 | $561.1K | 0.23% | +1,638 | New |
| Dogwood Wealth Management LLC | 1,693 | $561.8K | 0.30% | +1,693 | New |
| Insight Advisors, LLC | 1,694 | $563.0K | 0.10% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,706 | $566.2K | 0.26% | −36−2.1% | Reduced |
| Fourth Dimension Wealth, LLC | 1,706 | $566.2K | 0.30% | +1,706 | New |
| TrueWealth Advisors, LLC | 1,708 | $566.8K | 0.19% | −58−3.3% | Reduced |
| Csenge Advisory Group | 1,712 | $568.1K | 0.03% | −199−10.4% | Reduced |
| Bangor Savings Bank | 1,718 | $570.2K | 0.05% | −22−1.3% | Reduced |
| Elyxium Wealth, LLC | 1,719 | $570.5K | 0.35% | −1,014−37.1% | Reduced |
| Geller Advisors LLC | 1,720 | $570.8K | 0.04% | −984−36.4% | Reduced |
| HCR Wealth Advisors | 1,723 | $571.8K | 0.07% | +262+17.9% | Added |
| Weaver Consulting Group | 1,729 | $573.8K | 0.18% | 00.0% | Unchanged |
| M. Kraus & Co | 1,729 | $573.8K | 0.17% | +1,012+141.1% | Added |
| Three Seasons Wealth, LLC | 1,737 | $576.5K | 0.28% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,739 | $577.3K | 0.07% | −8−0.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,748 | $580.1K | 0.36% | +1,748 | New |
| Fractal Investments LLC | 1,750 | $580.8K | 0.09% | +950+118.8% | Added |
| Columbia Asset Management | 1,755 | $582.4K | 0.11% | 00.0% | Unchanged |
| Clarendon Private LLC | 1,755 | $582.4K | 0.61% | +1,755 | New |
| Impact Capital Partners LLC | 1,755 | $582.4K | 0.21% | +1,755 | New |
| Keel Point, LLC | 1,761 | $584.6K | 0.05% | −165−8.6% | Reduced |
| Carr Financial Group Corp | 1,769 | $587.1K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,775 | $589.1K | 0.12% | +64+3.7% | Added |
| Courier Capital LLC | 1,776 | $589.4K | 0.04% | +15+0.9% | Added |
| Cynosure Management, LLC | 1,784 | $592.1K | 0.09% | −646−26.6% | Reduced |
| Washington Trust Co | 1,785 | $592.2K | 0.02% | −5−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,795 | $595.7K | 0.05% | +390+27.8% | Added |
| ZRC Wealth Management, LLC | 1,803 | $598.4K | 0.25% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,808 | $600.0K | 0.48% | −210−10.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,812 | $601.3K | 0.12% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,821 | $604.3K | 0.21% | −41−2.2% | Reduced |
| Sonata Capital Group Inc | 1,835 | $609.0K | 0.25% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,797 | $613.6K | 0.61% | −3−0.2% | Reduced |
| CenterStar Asset Management, LLC | 1,853 | $614.5K | 1.35% | +1,853 | New |
| Spinnaker Trust | 1,853 | $615.0K | 0.04% | 00.0% | Unchanged |
| MFA Wealth Services | 1,860 | $617.1K | 0.50% | +1,860 | New |
| OmniStar Financial Group, Inc. | 1,858 | $618.7K | 0.50% | +42+2.3% | Added |
| Pacific Center for Financial Services | 1,871 | $620.9K | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,874 | $622.0K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,879 | $623.6K | 0.16% | −1,789−48.8% | Reduced |
| Breed's Hill Capital LLC | 1,880 | $623.9K | 0.33% | +1,036+122.7% | Added |
| Marathon Capital Management | 1,885 | $625.6K | 0.16% | +1,885 | New |
| RW Investment Management LLC | 1,891 | $627.6K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,891 | $627.6K | 0.04% | −14−0.7% | Reduced |
| Mechanics Financial Corp | 1,900 | $630.6K | 0.28% | −100−5.0% | Reduced |
| Outfitter Financial LLC | 1,900 | $630.6K | 0.50% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,900 | $630.6K | 0.07% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,001 | $631.2K | 0.06% | −10−0.5% | Reduced |
| West Branch Capital LLC | 1,908 | $633.2K | 0.20% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,918 | $636.5K | 0.05% | +1,918 | New |
| Westbourne Investment Advisors, Inc. | 1,923 | $638.0K | 0.22% | +200+11.6% | Added |
| Morningstar Investment Management LLC | 1,925 | $639.0K | 0.05% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,931 | $640.8K | 0.20% | −145−7.0% | Reduced |
| Advisor OS, LLC | 1,934 | $641.8K | 0.07% | +21+1.1% | Added |
| Traphagen Investment Advisors LLC | 1,945 | $645.4K | 0.07% | −37−1.9% | Reduced |
| Angeles Investment Advisors, LLC | 1,946 | $645.8K | 0.03% | −68−3.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,948 | $646.5K | 0.24% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,949 | $646.8K | 0.15% | +176+9.9% | Added |
| Rodgers Brothers Inc. | 1,954 | $648.5K | 0.08% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,963 | $651.3K | 0.19% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,965 | $652.1K | 0.12% | 00.0% | Unchanged |
| Napatree Capital LLC | 1,976 | $655.8K | 0.39% | +14+0.7% | Added |
| Resonant Capital Advisors, LLC | 1,982 | $657.8K | 0.05% | +68+3.6% | Added |
| Financial Advocates Investment Management | 1,986 | $659.1K | 0.04% | −55−2.7% | Reduced |
| Viawealth, LLC | 1,993 | $661.4K | 0.40% | −53−2.6% | Reduced |
| Sonora Investment Management Group, LLC | 1,994 | $661.8K | 0.05% | +8+0.4% | Added |
| Paladin Wealth, LLC | 1,995 | $662.1K | 0.57% | +215+12.1% | Added |
| Venturi Wealth Management, LLC | 2,002 | $664.4K | 0.03% | +453+29.2% | Added |
| BKD Wealth Advisors, LLC | 2,003 | $664.7K | 0.02% | −177−8.1% | Reduced |
| Prestige Wealth Management Group LLC | 2,004 | $665.1K | 0.14% | +85+4.4% | Added |
| TCG Advisory Services, LLC | 2,012 | $667.7K | 0.03% | +584+40.9% | Added |
| Sanders Morris Harris LLC | 2,000 | $669.3K | 0.10% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,017 | $669.3K | 0.17% | +20+1.0% | Added |
| CogentBlue Wealth Advisors, LLC | 2,019 | $670.0K | 0.59% | +2,019 | New |
| Andina Capital Management, LLC | 2,020 | $670.4K | 0.55% | +139+7.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,021 | $670.7K | 0.21% | −55−2.6% | Reduced |
| King Wealth | 2,025 | $672.0K | 0.10% | −138−6.4% | Reduced |
| Aries Wealth Management | 2,025 | $672.0K | 0.19% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,026 | $672.4K | 0.09% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,031 | $674.0K | 0.05% | −12−0.6% | Reduced |
| TCFG Wealth Management, LLC | 2,031 | $674.0K | 0.34% | +700+52.6% | Added |
| Gryphon Financial Partners LLC | 2,032 | $674.3K | 0.10% | −344−14.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,033 | $674.7K | 0.01% | +2,033 | New |
| Simon Quick Advisors, LLC | 2,038 | $676.4K | 0.04% | +212+11.6% | Added |
| Pointe Capital Management LLC | 2,040 | $677.0K | 0.39% | +24+1.2% | Added |
| Aureus Asset Management, LLC | 2,042 | $677.7K | 0.04% | +2,042 | New |
| Colonial River Wealth Management, LLC | 2,044 | $678.4K | 0.33% | −8−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,046 | $679.0K | 0.04% | −42−2.0% | Reduced |
| Pflug Koory, LLC | 2,047 | $679.3K | 0.34% | −14−0.7% | Reduced |
| Hills Bank & Trust Co | 2,050 | $680.3K | 0.05% | +947+85.9% | Added |
| Cascade Investment Advisors, Inc. | 2,055 | $682.0K | 0.44% | −25−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,055 | $682.1K | 0.04% | +216+11.7% | Added |