EATON CORP PLC (ETN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 331,787,996 shares against 388,400,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $13.1B | 30,675,945 | 0.19% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.8B | 25,364,223 | 0.23% | 2q | HELD |
| STATE STREET CORP | $7.4B | 17,479,372 | 0.22% | 31q | +3.0%+$214.2M |
| JPMORGAN CHASE & CO | $6.9B incl. $6.6M options CALL+PUT | 16,785,110 | 0.38% | 31q | -13.0%-$1.0B |
| MORGAN STANLEY | $5.6B | 13,250,139 | 0.30% | 35q | +1.1%+$59.0M |
| BANK OF AMERICA CORP /DE/ | $4.7B | 11,076,048 | 0.30% | 31q | -8.3%-$429.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.0B | 9,404,429 | 0.18% | 2q | +2.4%+$93.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.8B | 8,956,719 | 0.20% | 31q | +1.2%+$44.2M |
| FMR LLC | $3.6B | 8,331,531 | 0.15% | 31q | -1.3%-$47.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.9B | 6,827,266 | 0.50% | 31q | +19.6%+$477.5M |
| RAYMOND JAMES FINANCIAL INC | $2.3B incl. $192.0K options PUT | 5,504,383 | 0.64% | 7q | HELD |
| UBS Group AG | $2.2B incl. $3.9M options CALL+PUT | 5,243,158 | 0.28% | 31q | +8.0%+$165.6M |
| Nuveen, LLC | $2.2B | 5,126,194 | 0.52% | 6q | +10.9%+$214.5M |
| GOLDMAN SACHS GROUP INC | $2.2B incl. $32.0M options CALL+PUT | 5,034,516 | 0.19% | 31q | -6.0%-$138.0M |
| COATUE MANAGEMENT LLC | $2.1B | 4,968,415 | 4.35% | 13q | +4.6%+$93.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.1B | 4,880,412 | 0.67% | 31q | +4.1%+$83.2M |
| NORGES BANK | $2.1B | 4,917,475 | 0.21% | 32q | +2.8%+$58.0M |
| Jupiter Topco LLC | $2.0B | 4,783,133 | 0.83% | new | FIRST |
| NORTHERN TRUST CORP | $1.8B | 4,337,062 | 0.21% | 31q | -1.0%-$18.4M |
| ALLIANCEBERNSTEIN L.P. | $1.7B | 4,622,743 | 0.55% | 31q | +38.9%+$463.3M |
| Invesco Ltd. | $1.5B | 3,567,633 | 0.12% | 31q | -16.0%-$289.9M |
| WELLS FARGO & COMPANY/MN | $1.3B incl. $10.7M options CALL+PUT | 3,135,220 | 0.22% | 31q | +1.7%+$22.4M |
| FIRST TRUST ADVISORS LP | $1.3B | 3,125,697 | 0.78% | 31q | +36.1%+$353.2M |
| ROYAL BANK OF CANADA | $1.2B incl. $104.3M options PUT | 2,491,633 | 0.17% | 31q | +14.8%+$150.7M |
| Bank of New York Mellon Corp | $1.1B | 2,668,882 | 0.19% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $1.1B | 2,656,634 | 0.23% | 31q | -7.8%-$95.3M |
| Clearbridge Investments, LLC | $1.1B | 2,649,571 | 0.93% | 31q | -16.4%-$221.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1B | 2,497,387 | 0.11% | 31q | +174.0%+$675.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.0B | 2,370,767 | 0.13% | 31q | +1.1%+$11.1M |
| Legal & General Group Plc | $970.5M | 2,277,622 | 0.20% | 31q | -3.3%-$33.1M |
| JANE STREET GROUP, LLC | $946.9M incl. $934.6M options CALL+PUT | 28,752 | 0.08% | 31q | +20.7%+$162.3M |
| VANGUARD FIDUCIARY TRUST CO | $932.5M | 2,188,279 | 0.21% | 2q | HELD |
| Amundi | $924.4M | 2,169,404 | 0.22% | 21q | +21.9%+$165.8M |
| DEUTSCHE BANK AG\ | $871.3M | 2,044,746 | 0.25% | 34q | -8.4%-$79.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $795.0M incl. $733.4M options CALL+PUT | 144,589 | 0.06% | 31q | +151.6%+$479.0M |
| ENVESTNET ASSET MANAGEMENT INC | $643.3M | 1,509,735 | 0.15% | 31q | +1.6%+$9.9M |
| Fayez Sarofim & Co | $632.0M | 1,483,063 | 1.49% | 31q | -0.7%-$4.7M |
| NEUBERGER BERMAN GROUP LLC | $625.4M | 1,467,698 | 0.42% | 31q | -1.9%-$12.3M |
| STIFEL FINANCIAL CORP | $606.7M | 1,423,712 | 0.50% | 31q | -1.4%-$8.5M |
| Sumitomo Mitsui Trust Group, Inc. | $573.3M | 1,345,357 | 0.33% | 18q | +1.8%+$10.2M |
| VICTORY CAPITAL MANAGEMENT INC | $568.5M | 1,334,139 | 0.32% | 31q | +11.9%+$60.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $560.3M | 1,315,571 | 0.67% | 9q | +9.1%+$46.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $557.7M | 1,365,927 | 0.40% | 31q | +14.5%+$70.8M |
| FRANKLIN RESOURCES INC | $514.1M | 1,206,426 | 0.11% | 31q | -2.0%-$10.7M |
| DIMENSIONAL FUND ADVISORS LP | $511.2M | 1,200,251 | 0.09% | 31q | -4.8%-$25.8M |
| 1832 Asset Management L.P. | $497.6M | 1,167,727 | 0.25% | 22q | +9.5%+$43.1M |
| Swiss National Bank | $466.3M | 1,094,320 | 0.24% | 31q | -4.0%-$19.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $449.8M | 1,055,560 | 0.39% | 31q | +90.2%+$213.3M |
| CITADEL ADVISORS LLC | $445.4M incl. $374.0M options CALL+PUT | 167,470 | 0.05% | 31q | +49.2%+$146.8M |
| Pictet Asset Management Holding SA | $437.1M | 1,025,840 | 0.42% | 12q | -14.5%-$73.9M |
| BARCLAYS PLC | $431.5M incl. $231.8M options PUT | 468,781 | 0.08% | 31q | -42.1%-$313.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $404.8M | 949,877 | 0.22% | 31q | +8.2%+$30.5M |
| PNC Financial Services Group, Inc. | $397.8M | 933,622 | 0.20% | 31q | HELD |
| NATIXIS ADVISORS, LLC | $386.8M | 907,806 | 0.43% | 31q | +5.4%+$19.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $381.8M | 895,954 | 0.07% | 31q | -77.0%-$1.3B |
| National Pension Service | $368.5M | 864,731 | 0.24% | 10q | +3.5%+$12.5M |
| CIBC Bancorp USA Inc. | $362.0M | 849,084 | 0.44% | 3q | -8.6%-$34.1M |
| Vanguard Global Advisers, LLC | $356.3M | 836,183 | 0.17% | 2q | -1.4%-$5.0M |
| HSBC HOLDINGS PLC | $354.1M | 831,505 | 0.15% | 31q | +6.6%+$21.9M |
| LPL Financial LLC | $348.1M | 816,943 | 0.08% | 31q | +11.2%+$34.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $335.2M | 786,669 | 0.26% | 32q | +73.3%+$141.8M |
| Swedbank AB | $331.5M | 778,055 | 0.29% | 8q | +0.9%+$2.8M |
| AGF MANAGEMENT LTD | $329.4M | 773,058 | 1.28% | 15q | +138.0%+$191.0M |
| Bank Julius Baer & Co. Ltd, Zurich | $327.6M | 775,555 | 0.85% | 15q | +29.9%+$75.4M |
| AMERICAN CENTURY COMPANIES INC | $322.8M | 757,649 | 0.14% | 31q | +147.0%+$192.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $304.2M | 713,901 | 0.21% | 2q | +13.6%+$36.3M |
| Bahl & Gaynor LLC | $302.7M | 710,424 | 1.40% | 30q | -1.0%-$3.0M |
| TRUIST FINANCIAL CORP | $301.9M | 708,457 | 0.36% | 31q | +2.5%+$7.5M |
| Aberdeen Group plc | $287.8M | 675,377 | 0.40% | 31q | +13.6%+$34.5M |
| BNP PARIBAS FINANCIAL MARKETS | $285.5M incl. $9.5M options CALL+PUT | 647,686 | 0.10% | 31q | +17.9%+$43.3M |
| Tidal Investments LLC | $267.0M incl. $2.6M options CALL | 620,414 | 0.46% | 23q | +42.7%+$79.9M |
| JONES FINANCIAL COMPANIES LLLP | $265.5M | 659,078 | 0.11% | 23q | +10.8%+$25.9M |
| RHUMBLINE ADVISERS | $259.7M | 609,484 | 0.20% | 31q | -0.8%-$2.2M |
| CITIGROUP INC | $258.8M incl. $18.3M options CALL | 564,310 | 0.09% | 31q | +16.5%+$36.6M |
| California Public Employees Retirement System | $257.5M | 604,325 | 0.15% | 31q | -30.3%-$112.0M |
| BAILLIE GIFFORD & CO | $255.2M | 598,890 | 0.23% | 15q | -3.0%-$7.9M |
| IMC-Chicago, LLC | $251.5M incl. $248.2M options CALL+PUT | 7,661 | 0.06% | 11q | -81.7%-$1.1B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $249.2M | 584,718 | 0.23% | 31q | -1.9%-$4.8M |
| LAZARD ASSET MANAGEMENT LLC | $241.8M | 567,543 | 0.37% | 46q | +2.1%+$4.9M |
| Guinness Asset Management LTD | $241.3M | 568,814 | 4.08% | 4q | -5.2%-$13.2M |
| TD Asset Management Inc | $240.5M | 564,332 | 0.21% | 31q | -17.6%-$51.3M |
| PRINCIPAL FINANCIAL GROUP INC | $239.6M | 562,271 | 0.12% | 31q | -5.1%-$12.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $239.6M | 562,234 | 0.13% | 31q | -6.8%-$17.5M |
| BANK OF MONTREAL /CAN/ | $234.3M | 549,876 | 0.08% | 31q | +10.9%+$23.0M |
| DekaBank Deutsche Girozentrale | $230.6M | 673,631 | 0.39% | 31q | HELD |
| Williams Jones Wealth Management, LLC. | $226.1M | 530,610 | 2.55% | 28q | +3.5%+$7.7M |
| HighTower Advisors, LLC | $211.6M | 496,575 | 0.20% | 31q | +1.0%+$2.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $211.5M | 496,267 | 0.27% | 31q | -5.5%-$12.3M |
| Janney Montgomery Scott LLC | $207.9M | 487,988 | 0.40% | new | NEW |
| Public Sector Pension Investment Board | $204.6M | 480,259 | 0.53% | 31q | -8.5%-$19.0M |
| BESSEMER GROUP INC | $202.7M | 475,743 | 0.28% | 31q | +0.5%+$1.1M |
| FIFTH THIRD BANCORP | $199.8M | 468,862 | 0.32% | 31q | -2.5%-$5.1M |
| Baird Financial Group, Inc. | $199.2M | 467,540 | 0.27% | 31q | HELD |
| US BANCORP \DE\ | $199.2M | 467,394 | 0.22% | 31q | +7.0%+$12.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $197.5M | 463,843 | 0.20% | 3q | -23.2%-$59.8M |
| Contour Asset Management LLC | $197.1M | 462,513 | 4.67% | new | NEW |
| Thrivent Financial for Lutherans | $192.7M | 452,316 | 0.32% | 31q | +3.8%+$7.1M |
| Russell Investments Group, Ltd. | $191.6M | 450,485 | 0.17% | 31q | +12.2%+$20.8M |
| TCW GROUP INC | $189.6M | 444,884 | 1.27% | 16q | -1.6%-$3.0M |
| USS Investment Management Ltd | $186.4M | 437,477 | 0.67% | 27q | +596.4%+$159.6M |
Showing the largest 100 of 2,708 reported holders. The count of 2,707 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,707 managers that file Form 13F reported holding Eaton Corp Plc (ETN), $144.1B in all, or about 85% of the shares outstanding. 302 managers opened a position and 141 sold out completely, against 2,546 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Janney Montgomery Scott Llc ($207.9M), Contour Asset Management Llc ($197.1M) and Aegon Asset Management Uk Plc ($113.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-09-30 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Monesmith Heath B. | See Remarks below. | Sold | 18,036 | $8.3M |
| 2026-05-08 | Johnson Gerald | Director | Bought | 746 | $300.1K |
| 2026-08-04 | Wadecki Adam A | See Remarks below. | Sold | 525 | $231.3K |
| 2026-05-13 | Galvao Antonio | See Remarks below. | Sold | 494 | $200.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,123 | $7.0B | 16,310,172 | 80 | 392 | 346 | 0.1% |
| Q2 2026 | 2,707 | $144.1B | 331,787,996 | 269 | 1,012 | 826 | 2.5% |
| Q1 2026 | 2,546 | $119.5B | 326,108,035 | 220 | 991 | 810 | 2.9% |
| Q4 2025 | 2,476 | $105.0B | 322,036,528 | 164 | 841 | 799 | 2.3% |
| Q3 2025 | 2,408 | $129.1B | 338,241,185 | 180 | 893 | 703 | 2.0% |
| Q2 2025 | 2,345 | $122.2B | 329,725,779 | 268 | 864 | 694 | 3.7% |
| Q1 2025 | 2,204 | $91.4B | 326,155,909 | 145 | 866 | 754 | 3.0% |
| Q4 2024 | 2,293 | $110.9B | 326,469,895 | 141 | 785 | 710 | 2.3% |
| Q3 2024 | 2,135 | $115.7B | 343,016,679 | 177 | 788 | 681 | 1.7% |
| Q2 2024 | 2,080 | $112.9B | 353,844,563 | 162 | 703 | 749 | 1.7% |
| Q1 2024 | 2,014 | $119.4B | 375,030,525 | 253 | 615 | 712 | 1.9% |
| Q4 2023 | 1,834 | $90.2B | 368,416,727 | 162 | 576 | 628 | 1.7% |
| Q3 2023 | 1,671 | $72.3B | 332,348,704 | 119 | 501 | 607 | 1.9% |
| Q2 2023 | 1,636 | $67.7B | 330,554,829 | 173 | 488 | 556 | 1.9% |
| Q1 2023 | 1,533 | $59.4B | 342,039,629 | 131 | 511 | 522 | 1.4% |
| Q4 2022 | 1,494 | $51.9B | 325,381,646 | 151 | 470 | 475 | 1.5% |
| Q3 2022 | 1,363 | $121.6B | 907,493,180 | 104 | 480 | 415 | 0.4% |
| Q2 2022 | 1,354 | $114.9B | 906,714,135 | 88 | 468 | 454 | 0.4% |
| Q1 2022 | 1,399 | $129.2B | 848,442,061 | 96 | 467 | 483 | 0.4% |
| Q4 2021 | 1,446 | $135.0B | 910,502,707 | 108 | 444 | 465 | 0.5% |
| Q3 2021 | 1,335 | $119.6B | 974,325,076 | 106 | 468 | 419 | 0.4% |
| Q2 2021 | 1,302 | $91.2B | 714,565,450 | 111 | 451 | 419 | 0.6% |
| Q1 2021 | 1,291 | $111.7B | 1,298,163,613 | 154 | 394 | 457 | 0.4% |
| Q4 2020 | 1,222 | $99.9B | 925,086,966 | 127 | 370 | 418 | 0.5% |
| Q3 2020 | 1,108 | $82.9B | 941,168,885 | 84 | 324 | 429 | 0.5% |
| Q2 2020 | 1,088 | $72.6B | 928,111,221 | 100 | 333 | 424 | 0.4% |
| Q1 2020 | 1,074 | $80.8B | 1,107,239,653 | 69 | 325 | 482 | 0.4% |
| Q4 2019 | 1,170 | $95.4B | 1,201,591,799 | 97 | 326 | 425 | 0.6% |
| Q3 2019 | 1,069 | $74.9B | 1,056,866,784 | 71 | 361 | 385 | 0.5% |
| Q2 2019 | 1,097 | $53.8B | 845,367,148 | 85 | 359 | 394 | 0.9% |
| Q1 2019 | 1,102 | $65.1B | 1,232,682,954 | 135 | 382 | 350 | 0.5% |
| Q4 2018 | 1,014 | $49.4B | 1,038,348,198 | 13 | 18 | 19 | 0.6% |