Eaton Corporation plc (ETN)
What changed in recent filings
- Revenue +21% YoYQuarter ended Jun 30, 2026
- Electrical Global segment 25% → 30%Jun 30, 2024 → Jun 30, 2026
- Institutions — 2 new · 1 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Eaton Corporation plc
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Eaton Corporation plc
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.23% of portfolio · since 2022 Q4
- Coatue Management4.35% of portfolio · since 2023 Q2
- Caisse de depot (Quebec)0.02% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.24% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Founded in 1911 by Joseph Eaton, the eponymous company began by selling truck axles in New Jersey. Eaton has since become an industrial powerhouse largely through acquisitions in various end markets. Eaton's portfolio can broadly be divided into two parts: its electrical and industrial businesses. Its electrical portfolio (representing around 70% of company revenue) sells components within data centers, utilities, and commercial and residential buildings, while its industrial business (30% of revenue) sells components within commercial and passenger vehicles and aircraft. Eaton receives favorable tax treatment as a domiciliary of Ireland, but it generates over half of its revenue within the US.
What is the Industrials sector?
Heavy equipment and automation. Tied to reshoring and infrastructure spending.
Eaton Corporation plc is classified under the Industrials sector. See peers below.
ETN revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $8.5B, +21.4% YoY.
The largest segment is Electrical Americas, 46.3% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Electrical Global segment (about 51% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETN segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Eaton Corporation plc
Per SEC N-PORT · 2026-06-30 · by weight · factual
ETN on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Industrials average
Peers · Industrials
ETN FAQ
What is Eaton Corporation plc (ETN)?
Founded in 1911 by Joseph Eaton, the eponymous company began by selling truck axles in New Jersey. Eaton has since become an industrial powerhouse largely through acquisitions in various end markets. Eaton's portfolio can broadly be divided into two parts: its electrical and industrial businesses. Its electrical portfolio (representing around 70% of company revenue) sells components within data centers, utilities, and commercial and residential buildings, while its industrial business (30% of revenue) sells components within commercial and passenger vehicles and aircraft. Eaton receives favorable tax treatment as a domiciliary of Ireland, but it generates over half of its revenue within the US.
What sector is Eaton Corporation plc in?
Eaton Corporation plc is classified under Industrials. Heavy equipment and automation. Tied to reshoring and infrastructure spending.
What are Eaton Corporation plc's main revenue segments?
The largest segment is Electrical Americas, about 46.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Eaton Corporation plc (ETN) stock?
On Stocklore you can see ETN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.