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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, Q4 2023

Institutional positions in Eos Energy Enterprises, Inc. as of Dec 31, 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
135
−1 vs. Q3 2023
Shares held
94.9M
+26.7M (+39.2%) vs. Q3 2023
Total value
$103.4M
−$43.2M (−29.5%) vs. Q3 2023
New holders
25
55 more added
Sold out
26
31 more reduced

Compare with Q3 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 holdersQ4 2023: 135 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 heldQ4 2023: $103.4M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q3 2023.

Institutions holding EOSE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.32$350.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec75$820.00%+75New
Farther Finance Advisors, LLC145$1580.00%+145New
TD Waterhouse Canada Inc.260$3290.00%00.0%Unchanged
Financial Freedom, LLC400$4360.00%00.0%Unchanged
Focused Wealth Management, Inc500$5450.00%00.0%Unchanged
GAMMA Investing LLC614$6820.00%+614New
Larson Financial Group LLC685$7470.00%00.0%Unchanged
Hollencrest Capital Management750$8180.00%00.0%Unchanged
Headlands Technologies LLC820$8940.00%+820New
CWM, LLC1,000$1.00K0.00%00.0%Unchanged
Spire Wealth Management2,255$2.08K0.00%−13,762−85.9%Reduced
Global Retirement Partners, LLC5,030$3.88K0.00%+4,500+849.1%Added
Advisor Group Holdings, Inc.3,600$3.92K0.00%−4,412−55.1%Reduced
Metropolitan Life Insurance Co6,064$6.61K0.00%00.0%Unchanged
Tradition Wealth Management, LLC6,800$7.00K0.00%+3,500+106.1%Added
Ameritas Investment Partners, Inc.8,888$9.69K0.00%00.0%Unchanged
Lincoln Capital Corp10,000$10.9K0.01%+10,000New
PFG Investments, LLC10,000$10.9K0.00%+10,000New
Pickering Energy Partners LP10,000$10.9K0.20%+10,000New
Equitable Holdings, Inc.10,100$11.0K0.00%+10,100New
QCM Cayman, Ltd.10,254$11.2K0.60%+10,254New
Cobblestone Capital Advisors LLC10,361$11.3K0.00%00.0%Unchanged
Capital Square, LLC11,100$12.1K0.01%−200−1.8%Reduced
Commonwealth Equity Services, LLC12,060$13.0K0.00%−9,050−42.9%Reduced
Penbrook Management LLC12,500$13.6K0.01%00.0%Unchanged
Mariner, LLC13,388$14.6K0.00%−3,819−22.2%Reduced
Principal Financial Group Inc13,853$15.1K0.00%+2,605+23.2%Added
Traynor Capital Management, Inc.14,000$15.3K0.00%+14,000New
Amalgamated Bank14,653$16.0K0.00%−1,080−6.9%Reduced
Citadel Advisors LLC14,711$16.0K0.00%−306,401−95.4%Reduced
Citigroup Inc15,283$16.7K0.00%+15,181+14,883.3%Added
Exchange Traded Concepts, LLC16,216$17.7K0.00%00.0%Unchanged
Kestra Advisory Services, LLC16,825$18.3K0.00%−281,440−94.4%Reduced
California State Teachers Retirement System17,716$19.3K0.00%−6,033−25.4%Reduced
IFG Advisory, LLC18,935$20.6K0.00%00.0%Unchanged
Cannell Peter B & Co Inc20,000$21.8K0.00%+20,000New
Victory Capital Management Inc20,505$22.4K0.00%+6,370+45.1%Added
Itau Unibanco Holding S.A.21,324$23.2K0.00%+11,522+117.5%Added
Investment Advisory Group, LLC21,500$23.4K0.01%00.0%Unchanged
Kestra Private Wealth Services, LLC22,100$24.1K0.00%−1,000−4.3%Reduced
Belvedere Trading LLC22,207$24.2K0.00%−73,337−76.8%Reduced
Ledgewood Wealth Advisors, LLC23,000$25.1K0.02%+23,000New
Royal Bank of Canada24,514$27.0K0.00%−923−3.6%Reduced
Twin Focus Capital Partners, LLC25,000$27.3K0.01%+10.0%Added
Price T Rowe Associates Inc25,195$28.0K0.00%+1,305+5.5%Added
Tower Research Capital LLC (TRC)26,058$28.4K0.00%+6,210+31.3%Added
National Asset Management, Inc.26,500$28.9K0.00%−249,265−90.4%Reduced
Cambridge Investment Research Advisors, Inc.26,300$29.0K0.00%+26,300New
FNY Investment Advisers, LLC30,000$32.0K0.04%+30,000New
Squarepoint Ops LLC29,447$32.1K0.00%−95,071−76.4%Reduced
State Board of Administration of Florida Retirement System30,710$33.5K0.00%00.0%Unchanged
FMR LLC31,050$33.8K0.00%−1,774−5.4%Reduced
Psagot Value Holdings Ltd. / (Israel)31,471$36.0K0.02%−50,507−61.6%Reduced
Gabelli Funds LLC34,800$37.9K0.00%−2,300−6.2%Reduced
Wealth Enhancement Advisory Services, LLC35,926$39.2K0.00%−80,325−69.1%Reduced
Garnet Equity Capital Holdings, Inc.38,000$41.4K0.04%−485,000−92.7%Reduced
Grimes & Company, Inc.40,000$43.6K0.00%+40,000New
New York State Common Retirement Fund44,641$48.7K0.00%+309+0.7%Added
Voya Investment Management LLC44,808$48.8K0.00%+2,094+4.9%Added
HighTower Advisors, LLC45,400$49.0K0.00%+16,150+55.2%Added
Powell Investment Advisors, LLC46,000$50.1K0.03%+28,000+155.6%Added
Manufacturers Life Insurance Company, The48,748$53.1K0.00%+6,167+14.5%Added
Cullen/Frost Bankers, Inc.50,000$54.5K0.00%−5,000−9.1%Reduced
Greenwich Wealth Management LLC50,450$55.0K0.01%00.0%Unchanged
Deutsche Bank AG53,254$58.0K0.00%−2,705−4.8%Reduced
American International Group, Inc.53,499$58.3K0.00%−216−0.4%Reduced
Wolverine Trading, LLC55,381$60.4K0.00%−26,563−32.4%Reduced
MetLife Investment Management58,517$63.8K0.00%00.0%Unchanged
Alliancebernstein L.P.59,460$64.8K0.00%00.0%Unchanged
Prelude Capital Management, LLC61,801$67.4K0.01%+61,801New
Elevatus Welath Management64,177$70.0K0.03%+64,177New
Goldman Sachs Group Inc72,913$79.5K0.00%+9,238+14.5%Added
JPMorgan Chase & Co73,044$79.6K0.00%00.0%Unchanged
Qube Research & Technologies Ltd73,505$80.1K0.00%+73,505New
Daiwa Securities Group Inc.74,387$81.0K0.00%+44,161+146.1%Added
Cowen and Company, LLC75,000$81.8K0.01%+75,000New
James Investment Research Inc75,466$82.3K0.01%−18,275−19.5%Reduced
Cookson Peirce & Co Inc80,000$87.0K0.01%+80,000New
Wells Fargo & Company91,384$99.6K0.00%+48,791+114.6%Added
Bank of Montreal87,201$101.2K0.00%+27,900+47.0%Added
Canal Insurance CO100,000$109.0K0.03%+60,000+150.0%Added
Kempner Capital Management Inc.110,000$120.0K0.07%+10,000+10.0%Added
Paloma Partners Management Co115,000$125.3K0.02%00.0%Unchanged
Millennium Management LLC118,658$129.3K0.00%+71,417+151.2%Added
Advisory Services Network, LLC119,400$130.1K0.00%+52,800+79.3%Added
UBS Group AG132,261$144.2K0.00%+128,828+3,752.6%Added
Rhumbline Advisers135,451$147.6K0.00%−4,196−3.0%Reduced
Evercore Wealth Management, LLC145,000$158.1K0.00%+35,000+31.8%Added
Healthcare of Ontario Pension Plan Trust Fund146,607$159.8K0.00%+32,668+28.7%Added
Barclays PLC149,202$162.6K0.00%+127,167+577.1%Added
Bank of America Corp150,447$164.0K0.00%+81,088+116.9%Added
ProShare Advisors LLC150,783$164.4K0.00%+46,757+44.9%Added
Black Maple Capital Management LP151,248$164.9K0.15%+115,000+317.3%Added
Weiss Multi-Strategy Advisers LLC172,938$189.0K0.00%−27,062−13.5%Reduced
Engineers Gate Manager LP177,985$194.0K0.01%+177,985New
Diametric Capital, LP182,908$199.4K0.12%+182,908New
Souders Financial Advisors186,602$203.4K0.03%+40,000+27.3%Added
Boothbay Fund Management, LLC188,349$205.3K0.01%+103,494+122.0%Added
FourThought Financial Partners, LLC223,443$243.6K0.03%00.0%Unchanged