Skip to main content

Eos Energy Enterprises, Inc.

EOSE
Exchange
Nasdaq
Industry
Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK
0001805077

In the last 90 days, Eos Energy Enterprises, Inc. insiders filed 1 open-market purchase and 7 sales; 349 institutions reported holding it in 13F filings for Q2 2026, worth $1.34B in total; no superinvestor holds it.

Other share classesEOSEW

13F holders, Q2 2023

Institutional positions in Eos Energy Enterprises, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
119
+31 vs. Q1 2023
Shares held
67.4M
+38.6M (+133.6%) vs. Q1 2023
Total value
$294.5M
+$220.2M (+296.5%) vs. Q1 2023
New holders
56
34 more added
Sold out
25
14 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EOSE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 119 institutions
Q1 2021: 77 institutionsQ2 2021: 82 institutionsQ3 2021: 78 institutionsQ4 2021: 73 institutionsQ1 2022: 83 institutionsQ2 2022: 73 institutionsQ3 2022: 71 institutionsQ4 2022: 79 institutionsQ1 2023: 89 institutionsQ2 2023: 119 institutionsQ3 2023: 136 institutionsQ4 2023: 135 institutionsQ1 2024: 133 institutionsQ2 2024: 127 institutionsQ3 2024: 126 institutionsQ4 2024: 155 institutionsQ1 2025: 177 institutionsQ2 2025: 215 institutionsQ3 2025: 276 institutionsQ4 2025: 322 institutionsQ1 2026: 318 institutionsQ2 2026: 349 institutions
Value heldQ2 2023: $294.5M
Q1 2021: $395.0MQ2 2021: $432.9MQ3 2021: $361.3MQ4 2021: $212.4MQ1 2022: $125.1MQ2 2022: $27.8MQ3 2022: $35.8MQ4 2022: $36.5MQ1 2023: $74.7MQ2 2023: $294.5MQ3 2023: $146.6MQ4 2023: $103.4MQ1 2024: $85.6MQ2 2024: $73.5MQ3 2024: $173.3MQ4 2024: $390.9MQ1 2025: $336.7MQ2 2025: $678.4MQ3 2025: $1.74BQ4 2025: $2.01BQ1 2026: $1.02BQ2 2026: $1.34B
Institutions holding EOSE and their total value by quarter
QuarterHoldersValue
Q2 2026349$1.34B
Q1 2026318$1.02B
Q4 2025322$2.01B
Q3 2025276$1.74B
Q2 2025215$678.4M
Q1 2025177$336.7M
Q4 2024155$390.9M
Q3 2024126$173.3M
Q2 2024127$73.5M
Q1 2024133$85.6M
Q4 2023135$103.4M
Q3 2023136$146.6M
Q2 2023119$294.5M
Q1 202389$74.7M
Q4 202279$36.5M
Q3 202271$35.8M
Q2 202273$27.8M
Q1 202283$125.1M
Q4 202173$212.4M
Q3 202178$361.3M
Q2 202182$432.9M
Q1 202177$395.0M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q1 2023.

Institutions holding EOSE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC72$3120.00%+72New
Steward Partners Investment Advisory, LLC97$4210.00%+97New
Federated Hermes, Inc.192$8330.00%+192New
The PNC Financial Services Group, Inc.200$8680.00%00.0%Unchanged
TD Waterhouse Canada Inc.260$1.49K0.00%00.0%Unchanged
Financial Freedom, LLC400$1.74K0.00%00.0%Unchanged
Hollencrest Capital Management450$1.95K0.00%−450−50.0%Reduced
US Bancorp500$2.17K0.00%00.0%Unchanged
Focused Wealth Management, Inc500$2.17K0.00%00.0%Unchanged
Global Retirement Partners, LLC530$2.30K0.00%+530New
Larson Financial Group LLC685$2.97K0.00%00.0%Unchanged
Avion Wealth736$3.00K0.00%+736New
CWM, LLC1,000$4.00K0.00%00.0%Unchanged
Cutler Group LP2,500$10.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,591$11.2K0.00%+1,862+255.4%Added
Advisor Group Holdings, Inc.3,612$15.7K0.00%−1,588−30.5%Reduced
Metropolitan Life Insurance Co6,064$26.3K0.00%+6,064New
Centiva Capital, LP6,906$30.0K0.00%+6,906New
Itau Unibanco Holding S.A.7,392$32.1K0.00%+7,392New
Ameritas Investment Partners, Inc.8,888$38.6K0.00%+8,888New
Wolverine Asset Management LLC9,355$40.6K0.00%+835+9.8%Added
UBS Group AG10,198$44.3K0.00%−238,094−95.9%Reduced
Cobblestone Capital Advisors LLC10,361$45.0K0.00%00.0%Unchanged
Victory Capital Management Inc12,051$52.3K0.00%+12,051New
Principal Financial Group Inc12,575$54.6K0.00%+12,575New
Mariner, LLC13,703$59.5K0.00%+13,703New
Gotham Asset Management, LLC14,274$61.9K0.00%+14,274New
GTS Securities LLC15,443$67.0K0.00%+15,443New
Amalgamated Bank15,733$68.0K0.00%+15,733New
Investment Advisory Group, LLC16,000$73.8K0.04%+16,000New
Copperleaf Capital, LLC20,480$88.9K0.08%+20,480New
Squarepoint Ops LLC20,695$89.8K0.00%−89,959−81.3%Reduced
Wiley Bros.-Aintree Capital, LLC21,100$91.6K0.04%+21,100New
Price T Rowe Associates Inc21,832$95.0K0.00%+21,832New
Kestra Advisory Services, LLC23,075$100.1K0.00%+23,075New
Kestra Private Wealth Services, LLC23,100$100.3K0.00%−2,000−8.0%Reduced
Barclays PLC23,134$100.4K0.00%−245,307−91.4%Reduced
Franklin Resources Inc23,520$102.1K0.00%+23,520New
Commonwealth Equity Services, LLC24,134$105.0K0.00%+6,182+34.4%Added
Spire Wealth Management26,300$114.1K0.00%+23,800+952.0%Added
Parallax Volatility Advisers, L.P.26,724$116.0K0.00%+26,724New
Meredith Wealth Planning27,000$117.1K0.10%+27,000New
National Asset Management, Inc.28,115$122.0K0.00%−91,925−76.6%Reduced
Banco BTG Pactual S.A.29,412$127.6K0.08%+29,412New
Walleye Trading LLC29,727$129.0K0.01%+29,727New
Bayesian Capital Management, LP30,000$130.2K0.01%+16,000+114.3%Added
Baader Bank INC30,000$130.2K0.01%+30,000New
Daiwa Securities Group Inc.30,226$131.0K0.00%+30,226New
State Board of Administration of Florida Retirement System30,550$132.6K0.00%+30,550New
GWM Advisors LLC30,829$133.8K0.00%+30,329+6,065.8%Added
Two Sigma Advisers, LP31,100$135.0K0.00%+11,100+55.5%Added
FMR LLC31,929$138.6K0.00%+689+2.2%Added
Citigroup Inc32,053$139.1K0.00%+32,053New
Bank of America Corp34,688$150.5K0.00%−92,507−72.7%Reduced
California State Teachers Retirement System35,803$155.4K0.00%+35,803New
Manufacturers Life Insurance Company, The42,444$184.2K0.00%+42,444New
Voya Investment Management LLC42,714$185.4K0.00%+42,714New
New York State Common Retirement Fund43,700$189.7K0.00%+43,700New
Gabelli Funds LLC44,900$194.9K0.00%−2,600−5.5%Reduced
HighTower Advisors, LLC47,640$207.0K0.00%+28,511+149.0%Added
Deutsche Bank AG48,519$210.6K0.00%+48,519New
Greenwich Wealth Management LLC50,450$219.0K0.02%00.0%Unchanged
American International Group, Inc.51,805$224.8K0.00%+51,805New
Cullen/Frost Bankers, Inc.55,000$238.7K0.00%00.0%Unchanged
MetLife Investment Management58,517$254.0K0.00%+58,517New
Advisory Services Network, LLC61,750$268.0K0.01%+12,500+25.4%Added
Citadel Advisors LLC68,515$297.4K0.00%−367,433−84.3%Reduced
FourThought Financial Partners, LLC70,000$303.8K0.04%00.0%Unchanged
Cookson Peirce & Co Inc70,000$304.0K0.02%+70,000New
Royal Bank of Canada75,623$328.0K0.00%+72,458+2,289.4%Added
JPMorgan Chase & Co83,452$362.2K0.00%−24,150−22.4%Reduced
DnB Asset Management AS89,883$390.1K0.00%+89,883New
Healthcare of Ontario Pension Plan Trust Fund93,396$405.3K0.00%+28,399+43.7%Added
Psagot Value Holdings Ltd. / (Israel)83,782$413.0K0.21%+83,782New
Kempner Capital Management Inc.100,000$434.0K0.28%00.0%Unchanged
ProShare Advisors LLC104,043$451.5K0.00%+104,043New
Sculptor Capital LP114,000$494.8K0.01%+114,000New
Alliancebernstein L.P.118,920$516.1K0.00%+118,920New
Rhumbline Advisers139,744$606.5K0.00%+139,744New
Baird Financial Group, Inc.150,000$651.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc151,287$656.6K0.00%+46,834+44.8%Added
Stifel Financial Corp154,095$668.8K0.00%+117,109+316.6%Added
Belvedere Trading LLC163,029$707.5K0.23%+91,187+126.9%Added
Doheny Asset Management172,950$751.0K0.64%+172,950New
Boothbay Fund Management, LLC189,046$820.5K0.03%+32,814+21.0%Added
Harel Insurance Investments & Financial Services Ltd.212,884$924.0K0.02%+212,884New
Rafferty Asset Management, LLC252,059$1.09M0.01%+252,059New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.278,163$1.21M0.00%+278,163New
Bank of Montreal292,702$1.28M0.00%+292,702New
Charles Schwab Investment Management Inc297,062$1.29M0.00%+270,326+1,011.1%Added
Ardsley Advisory Partners LP321,500$1.37M0.31%−28,500−8.1%Reduced
Wells Fargo & Company323,215$1.40M0.00%+77,392+31.5%Added
Nuveen Asset Management, LLC332,839$1.44M0.00%+332,839New
EAM Investors, LLC354,790$1.54M0.29%+354,790New
Simplex Trading, LLC404,883$1.76M0.07%+128,378+46.4%Added
Bank of New York Mellon Corp567,378$2.46M0.00%+259,963+84.6%Added
Garnet Equity Capital Holdings, Inc.570,000$2.47M2.64%+450,000+375.0%Added
American Financial Group Inc600,310$2.60M0.80%+535+0.1%Added
Clear Sky Advisers, LLC625,000$2.71M0.87%+314,300+101.2%Added
Rockefeller Capital Management L.P.643,941$2.79M0.01%+643,941New