Eaton Corporation plc
US ˙ NYSE ˙ US2780581029

SecurityETN / Eaton Corporation plc
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership144,356 shares
Latest Disclosed Value $ 51,081,418
Mercer Global Advisors Inc /adv reports 5.22% increase in ownership of ETN / Eaton Corporation plc

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 144,356 shares of Eaton Corporation plc (US:ETN) valued at $51,631,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 137,198 shares of Eaton Corporation plc. This represents a change in shares of 5.22% during the quarter. The current value of the position is $57,156,315 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EATON CORP SHS G29183103 144,356 7,158 5.22 51,081 18.13 0.0756
2026-02-17 2025-12-31 13F EATON CORP SHS G29183103 137,198 -5,285 -3.71 43,241 -18.91 0.0659
2025-11-14 2025-09-30 13F EATON CORP SHS G29183103 142,483 9,992 7.54 53,324 12.74 0.0890
2025-08-14 2025-06-30 13F EATON CORP SHS G29183103 132,491 -7,752 -5.53 47,298 24.07 0.0963
2025-05-15 2025-03-31 13F EATON CORP SHS G29183103 140,243 -5,080 -3.50 38,122 -20.95 0.0874
2025-02-14 2024-12-31 13F EATON CORP SHS G29183103 145,323 -19,338 -11.74 48,228 -10.74 0.1177
2024-11-14 2024-09-30 13F EATON CORP SHS G29183103 164,661 -3,774 -2.24 54,031 19.74 0.1264
2024-08-12 2024-06-30 13F EATON CORP SHS G29183103 168,435 1,836 1.10 45,122 86,671.15 0.1230
2024-05-15 2024-03-31 13F EATON CORP SHS G29183103 166,599 22,196 15.37 52 52.94 0.1481
2024-02-15 2023-12-31 13F EATON CORP PLC SHS SHS G29183103 144,403 -1,084 -0.75 35 9.68 0.1046
2023-11-15 2023-09-30 13F/A-1 EATON CORP SHS G29183103 145,487 -48,437 -24.98 31 -18.42 0.1178
2023-11-14 2023-09-30 13F EATON CORP SHS G29183103 145,487 -48,437 31 0.1178
2023-08-14 2023-06-30 13F EATON CORP SHS G29183103 193,924 51,071 35.75 39 58.33 0.1548
2023-05-16 2023-03-31 13F EATON CORP SHS G29183103 142,853 9,195 6.88 24 20.00 0.1112
2023-02-09 2022-12-31 13F EATON CORP PLC SHS SHS G29183103 133,658 15,521 13.14 21 -99.87 0.1051
2022-11-15 2022-09-30 13F EATON CORP PLC SHS SHS G29183103 118,137 -28,851 -19.63 15,755 -14.93 0.0935
2022-08-10 2022-06-30 13F EATON CORP PLC SHS SHS G29183103 146,988 17,455 13.48 18,519 -5.79 0.1134
2022-05-10 2022-03-31 13F EATON CORP PLC SHS SHS G29183103 129,533 14,844 12.94 19,658 -0.82 0.1158
2022-02-04 2021-12-31 13F EATON CORP PLC SHS SHS G29183103 114,689 2,373 2.11 19,821 18.19 0.1224
2021-11-10 2021-09-30 13F EATON CORP PLC SHS SHS G29183103 112,316 3,517 3.23 16,770 4.02 0.1171
2021-08-10 2021-06-30 13F EATON CORP PLC SHS SHS G29183103 108,799 -17,717 -14.00 16,122 -7.85 0.1240
2021-08-10 2021-03-31 13F/A-1 EATON CORP PLC SHS SHS G29183103 126,516 3,718 3.03 17,495 18.59 0.1591
2021-05-11 2021-03-31 13F EATON CORP PLC SHS SHS G29183103 119,010 -3,788 16,457 0.1576
2021-02-12 2020-12-31 13F EATON CORP PLC SHS SHS G29183103 122,798 3,389 2.84 14,753 21.09 0.1842
2020-12-10 2020-09-30 13F EATON CORP PLC SHS SHS G29183103 119,409 -1,589 -1.31 12,183 15.10 0.1833
2020-08-10 2020-06-30 13F EATON CORP SHS G29183103 120,998 9,530 8.55 10,585 22.23 0.1922
2020-05-18 2020-03-31 13F EATON CORP SHS G29183103 111,468 35,960 47.62 8,660 21.09 0.1906
2020-02-13 2019-12-31 13F EATON CORP PLC SHS COM G29183103 75,508 8,027 11.90 7,152 27.46 0.1428
2019-11-12 2019-09-30 13F EATON CORP PLC SHS COM G29183103 67,481 8,815 15.03 5,611 14.84 0.1320
2019-08-14 2019-06-30 13F EATON CORP PLC SHS COM G29183103 58,666 3,369 6.09 4,886 9.67 0.1295
2019-04-23 2019-03-31 13F/A-1 EATON CORP PLC SHS COM G29183103 55,297 55,297 4,455 0.1602
2019-04-12 2019-03-31 13F EATON CORP PLC SHS COM G29183103 44,985 3,089 0.1646
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.