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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, Q3 2023

Institutional positions in Eos Energy Enterprises, Inc. as of Sep 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
136
+17 vs. Q2 2023
Shares held
68.2M
+779.5K (+1.2%) vs. Q2 2023
Total value
$146.6M
−$147.9M (−50.2%) vs. Q2 2023
New holders
32
41 more added
Sold out
15
38 more reduced

Compare with Q2 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 holdersQ3 2023: 136 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 heldQ3 2023: $146.6M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q2 2023.

Institutions holding EOSE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.32$690.00%+32New
Citigroup Inc102$2190.00%−31,951−99.7%Reduced
TD Waterhouse Canada Inc.260$7860.00%00.0%Unchanged
Financial Freedom, LLC400$8600.00%00.0%Unchanged
Avion Wealth736$1.00K0.00%00.0%Unchanged
US Bancorp500$1.07K0.00%00.0%Unchanged
Focused Wealth Management, Inc500$1.07K0.00%00.0%Unchanged
Global Retirement Partners, LLC530$1.13K0.00%00.0%Unchanged
Larson Financial Group LLC685$1.47K0.00%00.0%Unchanged
Hollencrest Capital Management750$1.61K0.00%+300+66.7%Added
CWM, LLC1,000$2.00K0.00%00.0%Unchanged
Wolverine Asset Management LLC2,930$6.30K0.00%−6,425−68.7%Reduced
Tradition Wealth Management, LLC3,300$7.00K0.00%+3,300New
UBS Group AG3,433$7.38K0.00%−6,765−66.3%Reduced
Cutler Group LP5,121$11.0K0.00%+2,621+104.8%Added
Metropolitan Life Insurance Co6,064$13.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.8,012$17.2K0.00%+4,400+121.8%Added
Ameritas Investment Partners, Inc.8,888$19.1K0.00%00.0%Unchanged
Capital Square, LLC11,300$20.1K0.03%+11,300New
Itau Unibanco Holding S.A.9,802$21.1K0.00%+2,410+32.6%Added
Cobblestone Capital Advisors LLC10,361$22.3K0.00%00.0%Unchanged
Principal Financial Group Inc11,248$24.2K0.00%−1,327−10.6%Reduced
Penbrook Management LLC12,500$26.9K0.02%+12,500New
Victory Capital Management Inc14,135$30.4K0.00%+2,084+17.3%Added
Amalgamated Bank15,733$34.0K0.00%00.0%Unchanged
Spire Wealth Management16,017$34.4K0.00%−10,283−39.1%Reduced
Exchange Traded Concepts, LLC16,216$34.9K0.00%+16,216New
Balyasny Asset Management LLC16,876$36.3K0.00%+16,876New
Mariner, LLC17,207$37.0K0.00%+3,504+25.6%Added
Powell Investment Advisors, LLC18,000$38.7K0.02%+18,000New
IFG Advisory, LLC18,935$40.7K0.00%+18,935New
Tower Research Capital LLC (TRC)19,848$42.7K0.00%+17,257+666.0%Added
Copperleaf Capital, LLC20,480$44.0K0.05%00.0%Unchanged
GTS Securities LLC20,574$44.2K0.00%+5,131+33.2%Added
Commonwealth Equity Services, LLC21,110$45.0K0.00%−3,024−12.5%Reduced
Investment Advisory Group, LLC21,500$46.2K0.02%+5,500+34.4%Added
Barclays PLC22,035$47.4K0.00%−1,099−4.8%Reduced
Kestra Private Wealth Services, LLC23,100$49.7K0.00%00.0%Unchanged
California State Teachers Retirement System23,749$51.1K0.00%−12,054−33.7%Reduced
Price T Rowe Associates Inc23,890$52.0K0.00%+2,058+9.4%Added
Twin Focus Capital Partners, LLC24,999$53.8K0.01%+24,999New
Royal Bank of Canada25,437$55.0K0.00%−50,186−66.4%Reduced
HighTower Advisors, LLC29,250$63.0K0.00%−18,390−38.6%Reduced
Daiwa Securities Group Inc.30,226$65.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System30,710$66.0K0.00%+160+0.5%Added
AQR Capital Management LLC30,866$66.4K0.00%+30,866New
FMR LLC32,824$70.6K0.00%+895+2.8%Added
Black Maple Capital Management LP36,248$77.9K0.07%+36,248New
Gabelli Funds LLC37,100$79.8K0.00%−7,800−17.4%Reduced
BIT Capital GmbH37,817$81.3K0.01%+37,817New
Marshall Wace, LLP38,696$83.2K0.00%+38,696New
Canal Insurance CO40,000$86.0K0.02%+40,000New
Manufacturers Life Insurance Company, The42,581$91.5K0.00%+137+0.3%Added
Wells Fargo & Company42,593$91.6K0.00%−280,622−86.8%Reduced
Voya Investment Management LLC42,714$91.8K0.00%00.0%Unchanged
New York State Common Retirement Fund44,332$95.3K0.00%+632+1.4%Added
Millennium Management LLC47,241$101.6K0.00%+47,241New
Greenwich Wealth Management LLC50,450$108.0K0.01%00.0%Unchanged
American International Group, Inc.53,715$115.5K0.00%+1,910+3.7%Added
Cullen/Frost Bankers, Inc.55,000$118.3K0.00%00.0%Unchanged
Deutsche Bank AG55,959$120.3K0.00%+7,440+15.3%Added
MetLife Investment Management58,517$125.8K0.00%00.0%Unchanged
Alliancebernstein L.P.59,460$127.8K0.00%−59,460−50.0%Reduced
Goldman Sachs Group Inc63,675$136.9K0.00%−87,612−57.9%Reduced
Advisory Services Network, LLC66,600$143.2K0.00%+4,850+7.9%Added
Bank of America Corp69,359$149.1K0.00%+34,671+100.0%Added
XTX Topco Ltd70,350$151.3K0.03%+70,350New
Bank of Montreal59,301$156.6K0.00%−233,401−79.7%Reduced
JPMorgan Chase & Co73,044$157.0K0.00%−10,408−12.5%Reduced
Meredith Wealth Planning75,000$161.3K0.12%+48,000+177.8%Added
SCP Investment, LP78,800$169.4K0.13%+78,800New
ARS Investment Partners, LLC81,825$175.9K0.02%+81,825New
Wolverine Trading, LLC81,944$176.2K0.00%+81,944New
Boothbay Fund Management, LLC84,855$182.4K0.01%−104,191−55.1%Reduced
Psagot Value Holdings Ltd. / (Israel)81,978$184.0K0.09%−1,804−2.2%Reduced
James Investment Research Inc93,741$201.5K0.03%+93,741New
Belvedere Trading LLC95,544$205.4K0.03%−67,485−41.4%Reduced
Kempner Capital Management Inc.100,000$215.0K0.13%00.0%Unchanged
ProShare Advisors LLC104,026$223.7K0.00%−170.0%Reduced
IMC-Chicago, LLC109,541$235.5K0.02%+109,541New
Evercore Wealth Management, LLC110,000$236.5K0.00%+110,000New
Healthcare of Ontario Pension Plan Trust Fund113,939$245.0K0.00%+20,543+22.0%Added
Sculptor Capital LP114,000$245.1K0.01%00.0%Unchanged
Paloma Partners Management Co115,000$247.3K0.05%+115,000New
Wealth Enhancement Advisory Services, LLC116,251$249.9K0.00%+116,251New
Squarepoint Ops LLC124,518$267.7K0.00%+103,823+501.7%Added
Verition Fund Management LLC133,200$286.4K0.00%+133,200New
Rhumbline Advisers139,647$300.2K0.00%−97−0.1%Reduced
Caption Management, LLC146,000$313.9K0.04%+146,000New
Souders Financial Advisors146,602$315.2K0.06%+146,602New
Baird Financial Group, Inc.157,500$338.6K0.00%+7,500+5.0%Added
Weiss Multi-Strategy Advisers LLC200,000$430.0K0.01%+200,000New
Wiley Bros.-Aintree Capital, LLC206,250$443.4K0.21%+185,150+877.5%Added
Toroso Investments, LLC211,154$454.0K0.01%+211,154New
Harel Insurance Investments & Financial Services Ltd.214,346$462.0K0.01%+1,462+0.7%Added
FourThought Financial Partners, LLC223,443$480.4K0.07%+153,443+219.2%Added
DnB Asset Management AS235,008$505.3K0.00%+145,125+161.5%Added
Walleye Capital LLC246,597$530.2K0.01%−1,263,434−83.7%Reduced
Rafferty Asset Management, LLC249,001$535.4K0.00%−3,058−1.2%Reduced
Morgan Stanley262,983$565.4K0.00%−2,668,407−91.0%Reduced