Eaton Corporation: which funds bought and sold

Institutions that bought and sold Eaton shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,355 institutions that filed 13F reports for both quarters added to or opened positions in Eaton, and 1,006 cut or closed them. Together they added a net 960K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.9M shares (+8.4%); index fund managers were net buyers of 1.1M shares (+1.1%). 253 opened a new position and 111 sold out entirely.

Bought, Q2 2026 1,355 institutions, 253 of them new holders Sold, Q2 2026 1,006 institutions, 111 of them sold out

Net change, all compared +960K shares (+0.3%)

Net change, active managers +3.9M shares (+8.4%), 33 bought, 50 sold

Buyers versus sellers

institutions compared, 2,701

1,355 bought 340 1,006 sold

Active managers and hedge funds 33 bought · 50 sold · +3.9M

Index fund managers 10 bought · 2 sold · +1.1M

Other institutions 1,312 bought · 954 sold · −4.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+1.6M +174.0%	2.5M	$1.1B
Alliancebernstein L.P. Active manager	+1.3M +38.9%	4.6M	$1.7B
Wellington Management Group LLP Active manager	+1.1M +19.6%	6.8M	$2.9B
First Trust Advisors LP	+829K +36.1%	3.1M	$1.3B
Nuveen, LLC	+503K +10.9%	5.1M	$2.2B
State Street Corp Index funds	+503K +3.0%	17.5M	$7.4B
Voya Investment Management LLC	+501K +90.2%	1.1M	$450M
Janney Montgomery Scott LLC	+488K New position	488K	$208M
Contour Asset Management LLC Hedge fund	+463K New position	463K	$197M
American Century Companies Inc Active manager	+451K +147.0%	758K	$323M
AGF Management Ltd	+448K +138.0%	773K	$329M
Amundi	+389K +21.9%	2.2M	$924M
UBS Group AG	+388K +8.0%	5.2M	$2.2B
USS Investment Management Ltd	+375K +596.4%	437K	$186M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	+333K +73.3%	787K	$335M
Royal Bank Of Canada	+322K +14.8%	2.5M	$1.1B
Assenagon Asset Management S.A.	+281K +1348.3%	302K	$129M
Coatue Management LLC Hedge fund	+220K +4.6%	5.0M	$2.1B
Vanguard Portfolio Management LLC Index funds	+219K +2.4%	9.4M	$4B
Massachusetts Financial Services Co Active manager	+192K +4.1%	4.9M	$2.1B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+1.6M +174.0%	2.5M	$1.1B
Alliancebernstein L.P. Active manager	+1.3M +38.9%	4.6M	$1.7B
Wellington Management Group LLP Active manager	+1.1M +19.6%	6.8M	$2.9B
Contour Asset Management LLC Hedge fund	+463K New position	463K	$197M
American Century Companies Inc Active manager	+451K +147.0%	758K	$323M
Coatue Management LLC Hedge fund	+220K +4.6%	5.0M	$2.1B
Massachusetts Financial Services Co Active manager	+192K +4.1%	4.9M	$2.1B
Schroder Investment Management Group Active manager	+173K +14.5%	1.4M	$558M
Victory Capital Management Inc Active manager	+142K +11.9%	1.3M	$569M
Walleye Capital LLC Hedge fund	+108K +1874.8%	114K	$48.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−3.0M −77.0%	896K	$382M
Jpmorgan Chase & Co	−2.5M −13.0%	16.8M	$6.9B
Bank Of America Corp	−1.0M −8.3%	11.1M	$4.7B
Invesco Ltd.	−680K −16.0%	3.6M	$1.5B
Clearbridge Investments, LLC Active manager	−519K −16.4%	2.6M	$1.1B
Omers Administration Corp	−355K −81.1%	83K	$35.4M
Barclays PLC	−341K −42.1%	469K	$200M
Munro Partners Active manager	−329K Sold out	0	—
Goldman Sachs Group Inc	−319K −6.0%	5.0M	$2.1B
California Public Employees Retirement System	−263K −30.3%	604K	$258M
Ameriprise Financial Inc	−224K −7.8%	2.7M	$1.1B
Caisse De Depot Et Placement Du Quebec	−216K −88.4%	28K	$12.1M
Zurcher Kantonalbank (Zurich Cantonalbank)	−208K −45.7%	248K	$106M
Covalis Capital LLP	−203K Sold out	0	—
CI Investments Inc.	−201K −89.9%	22K	$9.6M
Saturna Capital Corp	−193K −96.1%	7,825	$3.3M
Deutsche Bank Ag\	−187K −8.4%	2.0M	$871M
Artisan Partners Limited Partnership Active manager	−185K −33.4%	368K	$157M
Pictet Asset Management Holding SA	−173K −14.5%	1.0M	$437M
Cartenna Capital, LP	−165K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Clearbridge Investments, LLC Active manager	−519K −16.4%	2.6M	$1.1B
Munro Partners Active manager	−329K Sold out	0	—
Artisan Partners Limited Partnership Active manager	−185K −33.4%	368K	$157M
Marshall Wace, LLP Hedge fund	−134K Sold out	0	—
Interval Partners, LP Hedge fund	−131K −84.0%	25K	$10.7M
Man Group PLC Hedge fund	−113K −30.7%	255K	$109M
FMR LLC Active manager	−111K −1.3%	8.3M	$3.6B
Lansdowne Partners (UK) LLP Hedge fund	−96K −73.9%	34K	$14.4M
Congress Asset Management Co Active manager	−91K −18.0%	413K	$176M
AQR Capital Management LLC Hedge fund	−89K −23.7%	288K	$120M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Janney Montgomery Scott LLC	488K	$208M
Contour Asset Management LLCHedge fund	463K	$197M
Nissay Asset Management Corp /Japan	149K	$63.3M
HRT Financial LP	120K	$51M
Alecta Tjanstepension Omsesidigt	51K	$20.6M
Night Squared LP	44K	$18.9M
Robinhood Asset Management, LLC	39K	$16.5M
Logan Capital Management Inc	38K	$16.3M
Brevan Howard Capital Management LPHedge fund	38K	$15.8M
Zimmer Partners, LPHedge fund	35K	$14.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Munro PartnersActive manager	329K	$118M
Covalis Capital LLP	203K	$72.7M
Cartenna Capital, LP	165K	$59M
Meitav Investment House Ltd	160K	$57.1M
Marshall Wace, LLPHedge fund	134K	$48M
Connor, Clark & Lunn Investment Management Ltd.	130K	$46.4M
Summit Partners Public Asset Management, LLC	95K	$34M
Pbu - The Pension Fund Of Early Childhood & Youth Educators	90K	$32.3M
Zurich Insurance Group Ltd	90K	$32.2M
Troluce Capital Advisors LLC	75K	$26.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,631
Ten largest holders: 44.9%
Index fund managers: 30.8%
Active managers and hedge funds: 15.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	33	50	10	9	+3.9M	+8.4%
Index fund managers	10	2	0	0	+1.1M	+1.1%
Other institutions	1,312	954	243	102	−4.0M	−2.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Eaton.

Only managers that filed a holdings report for both quarters are compared (2,701 here). 84 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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