EATON CORP PLC (ETN)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
138
Reporting holders
$704.4M
Reported value
0.1%
Calls
0.2%
Puts
-2,551
Holder change
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 |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $169.3M | 393,986 | 1.10% | 24q | -4.6%-$8.2M |
| EASTERN BANK | $76.7M | 178,483 | 1.17% | 32q | -1.1%-$866.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $61.7M | 143,506 | 0.74% | 32q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $61.0M | 141,954 | 1.94% | 32q | -3.7%-$2.4M |
| Gradient Investments LLC | $50.0M | 116,253 | 0.71% | 32q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $42.4M | 98,622 | 2.65% | 14q | -3.6%-$1.6M |
| MassMutual Private Wealth & Trust, FSB | $21.3M | 49,620 | 0.56% | 32q | +1.6%+$330.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $14.8M | 34,377 | 1.07% | 32q | -3.7%-$566.8K |
| SPRING CAPITAL MANAGEMENT, LLC | $13.5M | 31,336 | 6.46% | 20q | HELD |
| Farther Finance Advisors, LLC | $11.1M | 25,762 | 0.08% | 16q | +19.8%+$1.8M |
| YHB Investment Advisors, Inc. | $10.6M | 24,559 | 0.67% | 12q | +4.6%+$468.8K |
| Eastover Investment Advisors LLC | $8.5M | 19,749 | 3.30% | 8q | HELD |
| Iowa State Bank | $8.1M | 18,920 | 1.37% | 32q | -2.4%-$198.5K |
| GAMMA Investing LLC | $7.8M | 18,079 | 0.26% | 12q | +8.3%+$594.7K |
| Red Spruce Capital, LLC | $6.7M | 15,528 | 2.36% | 28q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $6.2M | 14,538 | 1.44% | 7q | +105.4%+$3.2M |
| DOLIVER ADVISORS, LP | $6.1M | 14,287 | 1.34% | 32q | -0.8%-$49.4K |
| CoreCap Advisors, LLC | $5.8M | 13,577 | 0.17% | 19q | -3.0%-$179.2K |
| Venture Visionary Partners LLC | $5.5M | 12,757 | 0.14% | 28q | -4.3%-$246.7K |
| VISTA INVESTMENT PARTNERS LLC | $5.1M | 11,884 | 1.33% | new | NEW |
| Wedmont Private Capital | $4.8M | 11,413 | 0.12% | 17q | +69.6%+$2.0M |
| Deane Retirement Strategies, Inc. | $4.7M | 10,967 | 1.93% | new | NEW |
| CYPRESS ASSET MANAGEMENT INC/TX | $4.2M | 9,850 | 0.84% | 9q | +1.7%+$70.0K |
| Valeo Financial Advisors, LLC | $4.2M | 9,773 | 0.09% | 32q | HELD |
| Castle Rock Wealth Management, LLC | $4.1M | 9,145 | 0.77% | 15q | -16.3%-$794.9K |
| Bill Few Associates, Inc. | $4.1M | 9,438 | 0.84% | 17q | -1.9%-$79.5K |
| RFG - Bristol Wealth Advisors, LLC | $4.0M | 9,281 | 0.95% | 8q | -2.0%-$82.1K |
| Bank of New Hampshire | $3.4M | 8,005 | 0.74% | 22q | -2.7%-$97.1K |
| Avidian Wealth Enterprises, LLC | $3.4M | 7,979 | 0.10% | 23q | +2.4%+$81.2K |
| Coastline Trust Co | $3.1M | 7,299 | 0.29% | 11q | -1.2%-$37.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.9M | 6,713 | 0.25% | 20q | -4.9%-$147.8K |
| Cooper Financial Group | $2.7M | 6,281 | 0.21% | 28q | -0.8%-$21.5K |
| Bell Asset Management Ltd | $2.7M | 6,189 | 0.96% | 2q | -46.7%-$2.3M |
| Central Pacific Bank - Trust Division | $2.6M | 6,147 | 0.28% | 11q | +1.5%+$38.7K |
| Legacy Private Trust Co. | $2.4M | 5,471 | 0.13% | 3q | +6.6%+$146.5K |
| Montecito Bank & Trust | $2.2M | 5,004 | 0.33% | 30q | HELD |
| Grove Bank & Trust | $2.0M | 4,688 | 0.20% | 32q | HELD |
| Adelphi Trust Co | $1.9M | 4,324 | 1.22% | 4q | -3.9%-$74.8K |
| Davis Capital Management | $1.9M | 4,314 | 1.11% | 13q | HELD |
| Parrish Capital LLC | $1.8M | 4,208 | 1.76% | 4q | -3.4%-$64.5K |
| CenterStar Asset Management, LLC | $1.8M | 580 | 0.42% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.8M | 4,086 | 0.41% | 12q | +0.9%+$15.9K |
| Breakwater Capital Group | $1.7M | 3,879 | 0.20% | 16q | -0.5%-$9.0K |
| Emprise Bank | $1.7M | 3,848 | 0.63% | 11q | -4.1%-$70.0K |
| LifeGoal Investments, LLC | $1.6M | 3,823 | 0.50% | new | NEW |
| Biltmore Wealth Management, LLC | $1.5M | 3,552 | 0.47% | 23q | -3.1%-$49.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 3,454 | 0.12% | 26q | +6.2%+$86.8K |
| CENTRAL BANK & TRUST CO | $1.5M | 3,380 | 0.21% | 7q | +101.8%+$732.7K |
| AMERICAN NATIONAL BANK & TRUST | $1.3M | 3,081 | 0.12% | 21q | -2.8%-$38.7K |
| Greenfield Savings Bank | $1.2M | 2,761 | 0.45% | 18q | HELD |
| ROCKLAND TRUST CO | $1.1M | 2,623 | 0.04% | 5q | HELD |
| TLWM | $1.1M | 2,531 | 0.17% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $968.1K | 2,253 | 0.07% | 19q | HELD |
| PARK NATIONAL CORP /OH/ | $964.3K | 2,244 | 0.03% | 32q | -2.6%-$25.4K |
| Apella Capital, LLC | $942.2K | 2,184 | 0.01% | 7q | -2.9%-$28.5K |
| Bath Savings Trust Co | $938.9K | 2,185 | 0.10% | 6q | -25.4%-$319.7K |
| STABLEFORD CAPITAL II LLC | $879.6K | 2,047 | 0.31% | 6q | -54.0%-$1.0M |
| Versant Capital Management, Inc | $849.1K | 1,976 | 0.07% | 32q | HELD |
| CogentBlue Wealth Advisors, LLC | $825.1K | 1,920 | 0.77% | 8q | -10.3%-$94.5K |
| Marathon Mission, Inc. | $746.4K | 1,737 | 0.38% | 5q | +10.4%+$70.5K |
| Bullock Wealth Management Group | $740.8K | 1,694 | 0.31% | 11q | +1.8%+$13.1K |
| Veracity Capital LLC | $730.4K | 1,700 | 0.20% | 2q | -4.2%-$32.2K |
| Monument Capital Management | $724.9K | 1,687 | 0.15% | 32q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $714.1K | 1,637 | 0.21% | 3q | +32.1%+$173.6K |
| Crumly & Associates Inc. | $697.0K | 1,622 | 0.12% | 12q | +3.1%+$21.1K |
| Rosenberg Matthew Hamilton | $682.8K | 1,589 | 0.12% | 26q | HELD |
| Prota Financial, LLC | $676.0K | 1,546 | 0.43% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $651.9K | 1,517 | 0.18% | 15q | HELD |
| Weaver Consulting Group | $642.8K | 1,496 | 0.13% | 23q | +0.7%+$4.7K |
| DLK Investment Management, LLC | $636.4K | 1,481 | 0.23% | 12q | +9.9%+$57.2K |
| TrueWealth Advisors, LLC | $625.2K | 1,455 | 0.14% | 16q | -2.6%-$16.8K |
| Boltwood Capital Management | $613.6K | 1,428 | 0.14% | 7q | +10.5%+$58.4K |
| Capital Advisors Wealth Management, LLC | $604.2K | 1,406 | 0.07% | 15q | HELD |
| Everhart Financial Group, Inc. | $602.9K | 1,403 | 0.04% | 3q | +2.6%+$15.0K |
| Arbor Wealth Advisors LLC | $587.0K | 1,366 | 0.37% | 12q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $575.4K | 1,339 | 0.04% | 14q | +10.0%+$52.4K |
| Bangor Savings Bank | $561.2K | 1,306 | 0.04% | 32q | -4.4%-$25.8K |
| Box Hill Private Wealth LLC | $517.8K | 1,205 | 0.38% | 4q | -2.1%-$11.2K |
| Acropolis Investment Management, LLC | $506.2K | 1,178 | 0.02% | 16q | -52.1%-$549.6K |
| Lincoln Capital LLC | $505.0K | 1,175 | 0.09% | 14q | HELD |
| DAVIDSON TRUST CO | $472.7K | 1,100 | 0.19% | 5q | HELD |
| Hickory Point Bank & Trust | $464.1K | 1,080 | 0.28% | 8q | HELD |
| Peterson Wealth Advisors, LLC | $454.1K | 1,057 | 0.05% | 11q | +0.9%+$3.9K |
| Heartwood Wealth Advisors LLC | $452.9K | 1,054 | 0.04% | 14q | -21.6%-$124.6K |
| HALL LAURIE J TRUSTEE | $450.8K | 1,049 | 0.14% | 30q | -4.2%-$19.8K |
| Gouws Capital LLC | $436.2K | 1,015 | 0.21% | 6q | +1.5%+$6.4K |
| SACKS & ASSOCIATES, LLC | $423.3K | 985 | 0.30% | 4q | HELD |
| RIVERSEDGE ADVISORS, LLC | $421.1K | 980 | 0.05% | 11q | +0.6%+$2.6K |
| BOS Asset Management, LLC | $358.8K | 835 | 0.08% | 11q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $347.5K | 808 | 0.10% | 12q | +33.3%+$86.9K |
| COLLECTIVE FAMILY OFFICE LLC | $340.3K | 792 | 0.07% | 24q | -9.4%-$35.2K |
| Cadent Capital Advisors, LLC | $336.5K | 783 | 0.07% | 11q | HELD |
| Balefire, LLC | $333.5K | 776 | 0.05% | 13q | -7.0%-$24.9K |
| ATWOOD & PALMER INC | $330.4K | 769 | 0.02% | 21q | HELD |
| Atlas Brown,Inc. | $329.8K | 768 | 0.09% | 11q | HELD |
| Kaydan Wealth Management, Inc. | $313.7K | 730 | 0.11% | 3q | +2.7%+$8.2K |
| Douglas Lane & Associates, LLC | $293.9K | 684 | 0.00% | 13q | -15.1%-$52.4K |
| Dakota Community Bank & Trust NA | $291.3K | 678 | 0.84% | 16q | +18.9%+$46.4K |
| DIVERSIFIED MANAGEMENT INC | $288.3K | 671 | 0.05% | 4q | +13.5%+$34.4K |
| Shelter Rock Management, LLC | $287.2K | 651 | 0.27% | 4q | -6.7%-$20.7K |
Showing the largest 100 of 143 reported holders.
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 |
| 2026-05-06 | Monesmith Heath B. | See Remarks below. | Sold | 18,367 | $7.5M |
| 2026-05-06 | Denk Peter | See Remarks below. | Sold | 2,000 | $835.9K |
| 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 | 138 | $704.4M | 1,635,379 | 14 | 36 | 46 | 0.2% |
| Q2 2026 | 2,689 | $153.7B | 353,291,730 | 272 | 1,018 | 818 | 2.6% |
| Q1 2026 | 2,521 | $121.7B | 332,241,527 | 219 | 987 | 801 | 2.8% |
| Q4 2025 | 2,467 | $164.0B | 381,143,040 | 164 | 841 | 797 | 1.5% |
| Q3 2025 | 2,403 | $129.1B | 338,332,161 | 180 | 889 | 704 | 2.0% |
| Q2 2025 | 2,340 | $122.2B | 329,671,040 | 267 | 863 | 691 | 3.7% |
| Q1 2025 | 2,199 | $91.4B | 326,156,311 | 144 | 861 | 754 | 3.0% |
| Q4 2024 | 2,289 | $110.9B | 326,453,910 | 141 | 782 | 710 | 2.3% |
| Q3 2024 | 2,131 | $115.7B | 343,004,433 | 177 | 787 | 678 | 1.7% |
| Q2 2024 | 2,077 | $112.9B | 353,846,595 | 161 | 703 | 747 | 1.7% |
| Q1 2024 | 2,010 | $119.3B | 374,833,858 | 252 | 612 | 710 | 2.0% |
| Q4 2023 | 1,831 | $90.2B | 368,365,136 | 160 | 577 | 626 | 1.7% |
| Q3 2023 | 1,670 | $72.3B | 332,297,992 | 119 | 501 | 607 | 1.9% |
| Q2 2023 | 1,635 | $67.7B | 330,504,232 | 173 | 488 | 556 | 1.9% |
| Q1 2023 | 1,532 | $59.4B | 341,988,926 | 131 | 511 | 522 | 1.4% |
| Q4 2022 | 1,493 | $51.9B | 325,330,853 | 151 | 486 | 439 | 1.5% |
| Q3 2022 | 1,383 | $44.2B | 327,052,421 | 106 | 493 | 415 | 1.2% |
| Q2 2022 | 1,366 | $41.5B | 325,984,781 | 88 | 471 | 459 | 1.1% |
| Q1 2022 | 1,411 | $49.7B | 324,221,711 | 96 | 472 | 486 | 0.9% |
| Q4 2021 | 1,453 | $56.0B | 320,675,695 | 108 | 446 | 467 | 1.2% |
| Q3 2021 | 1,340 | $48.0B | 318,138,875 | 107 | 468 | 421 | 1.1% |
| Q2 2021 | 1,307 | $48.1B | 321,206,155 | 111 | 454 | 420 | 1.1% |
| Q1 2021 | 1,300 | $44.8B | 321,405,917 | 156 | 395 | 461 | 0.9% |
| Q4 2020 | 1,226 | $39.1B | 319,402,067 | 126 | 372 | 419 | 1.3% |
| Q3 2020 | 1,110 | $33.0B | 319,738,993 | 84 | 324 | 431 | 1.3% |
| Q2 2020 | 1,091 | $28.3B | 320,414,411 | 101 | 332 | 426 | 1.1% |
| Q1 2020 | 1,077 | $25.5B | 324,599,356 | 69 | 325 | 485 | 1.2% |
| Q4 2019 | 1,174 | $33.0B | 342,713,310 | 98 | 325 | 427 | 1.7% |
| Q3 2019 | 1,074 | $28.1B | 333,713,058 | 73 | 364 | 384 | 1.4% |
| Q2 2019 | 1,100 | $28.4B | 335,585,654 | 85 | 360 | 396 | 1.7% |
| Q1 2019 | 1,104 | $27.1B | 333,234,037 | 135 | 382 | 351 | 1.1% |
| Q4 2018 | 1,016 | $23.6B | 339,016,782 | 13 | 18 | 20 | 1.3% |