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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
California State Teachers Retirement System17,716$19.3K0.00%−6,033−25.4%Reduced
Kestra Advisory Services, LLC16,825$18.3K0.00%−281,440−94.4%Reduced
Exchange Traded Concepts, LLC16,216$17.7K0.00%00.0%Unchanged
Citigroup Inc15,283$16.7K0.00%+15,181+14,883.3%Added
Citadel Advisors LLC14,711$16.0K0.00%−306,401−95.4%Reduced
Amalgamated Bank14,653$16.0K0.00%−1,080−6.9%Reduced
Traynor Capital Management, Inc.14,000$15.3K0.00%+14,000New
Principal Financial Group Inc13,853$15.1K0.00%+2,605+23.2%Added
Mariner, LLC13,388$14.6K0.00%−3,819−22.2%Reduced
Penbrook Management LLC12,500$13.6K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC12,060$13.0K0.00%−9,050−42.9%Reduced
Capital Square, LLC11,100$12.1K0.01%−200−1.8%Reduced
Cobblestone Capital Advisors LLC10,361$11.3K0.00%00.0%Unchanged
QCM Cayman, Ltd.10,254$11.2K0.60%+10,254New
Equitable Holdings, Inc.10,100$11.0K0.00%+10,100New
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
Ameritas Investment Partners, Inc.8,888$9.69K0.00%00.0%Unchanged
Tradition Wealth Management, LLC6,800$7.00K0.00%+3,500+106.1%Added
Metropolitan Life Insurance Co6,064$6.61K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,600$3.92K0.00%−4,412−55.1%Reduced
Global Retirement Partners, LLC5,030$3.88K0.00%+4,500+849.1%Added
Spire Wealth Management2,255$2.08K0.00%−13,762−85.9%Reduced
CWM, LLC1,000$1.00K0.00%00.0%Unchanged
Headlands Technologies LLC820$8940.00%+820New
Hollencrest Capital Management750$8180.00%00.0%Unchanged
Larson Financial Group LLC685$7470.00%00.0%Unchanged
GAMMA Investing LLC614$6820.00%+614New
Focused Wealth Management, Inc500$5450.00%00.0%Unchanged
Financial Freedom, LLC400$4360.00%00.0%Unchanged
TD Waterhouse Canada Inc.260$3290.00%00.0%Unchanged
Farther Finance Advisors, LLC145$1580.00%+145New
Federation des caisses Desjardins du Quebec75$820.00%+75New
Russell Investments Group, Ltd.32$350.00%00.0%Unchanged
Covalis Capital LLP0$00.00%−2,000,000−100.0%Sold out
Alps Advisors Inc0$00.00%−516,031−100.0%Sold out
Simplex Trading, LLC0$00.00%−374,401−100.0%Sold out
Doheny Asset Management0$00.00%−364,750−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−332,839−100.0%Sold out
Quadrature Capital Ltd0$00.00%−302,105−100.0%Sold out
Jump Financial, LLC0$00.00%−266,380−100.0%Sold out
Walleye Capital LLC0$00.00%−246,597−100.0%Sold out
DnB Asset Management AS0$00.00%−235,008−100.0%Sold out
Toroso Investments, LLC0$00.00%−211,154−100.0%Sold out
Verition Fund Management LLC0$00.00%−133,200−100.0%Sold out
IMC-Chicago, LLC0$00.00%−109,541−100.0%Sold out
ARS Investment Partners, LLC0$00.00%−81,825−100.0%Sold out
SCP Investment, LP0$00.00%−78,800−100.0%Sold out
Meredith Wealth Planning0$00.00%−75,000−100.0%Sold out
XTX Topco Ltd0$00.00%−70,350−100.0%Sold out
Marshall Wace, LLP0$00.00%−38,696−100.0%Sold out
BIT Capital GmbH0$00.00%−37,817−100.0%Sold out
AQR Capital Management LLC0$00.00%−30,866−100.0%Sold out
GTS Securities LLC0$00.00%−20,574−100.0%Sold out
Copperleaf Capital, LLC0$00.00%−20,480−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−16,876−100.0%Sold out
Cutler Group LP0$00.00%−5,121−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−2,930−100.0%Sold out
US Bancorp0$00.00%−500−100.0%Sold out
Avion Wealth0$00.00%−736−100.0%Sold out