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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 349 | $1.34B |
| Q1 2026 | 318 | $1.02B |
| Q4 2025 | 322 | $2.01B |
| Q3 2025 | 276 | $1.74B |
| Q2 2025 | 215 | $678.4M |
| Q1 2025 | 177 | $336.7M |
| Q4 2024 | 155 | $390.9M |
| Q3 2024 | 126 | $173.3M |
| Q2 2024 | 127 | $73.5M |
| Q1 2024 | 133 | $85.6M |
| Q4 2023 | 135 | $103.4M |
| Q3 2023 | 136 | $146.6M |
| Q2 2023 | 119 | $294.5M |
| Q1 2023 | 89 | $74.7M |
| Q4 2022 | 79 | $36.5M |
| Q3 2022 | 71 | $35.8M |
| Q2 2022 | 73 | $27.8M |
| Q1 2022 | 83 | $125.1M |
| Q4 2021 | 73 | $212.4M |
| Q3 2021 | 78 | $361.3M |
| Q2 2021 | 82 | $432.9M |
| Q1 2021 | 77 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Advisory Group, LLC | 21,500 | $46.2K | 0.02% | +5,500+34.4% | Added |
| Commonwealth Equity Services, LLC | 21,110 | $45.0K | 0.00% | −3,024−12.5% | Reduced |
| GTS Securities LLC | 20,574 | $44.2K | 0.00% | +5,131+33.2% | Added |
| Copperleaf Capital, LLC | 20,480 | $44.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,848 | $42.7K | 0.00% | +17,257+666.0% | Added |
| IFG Advisory, LLC | 18,935 | $40.7K | 0.00% | +18,935 | New |
| Powell Investment Advisors, LLC | 18,000 | $38.7K | 0.02% | +18,000 | New |
| Mariner, LLC | 17,207 | $37.0K | 0.00% | +3,504+25.6% | Added |
| Balyasny Asset Management LLC | 16,876 | $36.3K | 0.00% | +16,876 | New |
| Exchange Traded Concepts, LLC | 16,216 | $34.9K | 0.00% | +16,216 | New |
| Spire Wealth Management | 16,017 | $34.4K | 0.00% | −10,283−39.1% | Reduced |
| Amalgamated Bank | 15,733 | $34.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,135 | $30.4K | 0.00% | +2,084+17.3% | Added |
| Penbrook Management LLC | 12,500 | $26.9K | 0.02% | +12,500 | New |
| Principal Financial Group Inc | 11,248 | $24.2K | 0.00% | −1,327−10.6% | Reduced |
| Cobblestone Capital Advisors LLC | 10,361 | $22.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 9,802 | $21.1K | 0.00% | +2,410+32.6% | Added |
| Capital Square, LLC | 11,300 | $20.1K | 0.03% | +11,300 | New |
| Ameritas Investment Partners, Inc. | 8,888 | $19.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,012 | $17.2K | 0.00% | +4,400+121.8% | Added |
| Metropolitan Life Insurance Co | 6,064 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 5,121 | $11.0K | 0.00% | +2,621+104.8% | Added |
| UBS Group AG | 3,433 | $7.38K | 0.00% | −6,765−66.3% | Reduced |
| Tradition Wealth Management, LLC | 3,300 | $7.00K | 0.00% | +3,300 | New |
| Wolverine Asset Management LLC | 2,930 | $6.30K | 0.00% | −6,425−68.7% | Reduced |
| CWM, LLC | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 750 | $1.61K | 0.00% | +300+66.7% | Added |
| Larson Financial Group LLC | 685 | $1.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 530 | $1.13K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $1.07K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 500 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 736 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 400 | $860 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $786 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 102 | $219 | 0.00% | −31,951−99.7% | Reduced |
| Russell Investments Group, Ltd. | 32 | $69 | 0.00% | +32 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −354,790−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −29,727−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −29,412−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −26,724−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −23,520−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,274−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,906−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |