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, Q1 2024
Institutional positions in Eos Energy Enterprises, Inc. as of Mar 31, 2024. 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
- 133
- −1 vs. Q4 2023
- Shares held
- 82.8M
- −12.1M (−12.7%) vs. Q4 2023
- Total value
- $85.6M
- −$17.8M (−17.2%) vs. Q4 2023
- New holders
- 20
- 43 more added
- Sold out
- 21
- 44 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 13 | $13 | 0.00% | −132−91.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $20 | 0.00% | +20 | New |
| Cubist Systematic Strategies, LLC | 97 | $100 | 0.00% | +97 | New |
| Federation des caisses Desjardins du Quebec | 125 | $129 | 0.00% | +50+66.7% | Added |
| Nisa Investment Advisors, LLC | 160 | $165 | 0.00% | +160 | New |
| National Bank of Canada | 300 | $217 | 0.00% | −359,400−99.9% | Reduced |
| Financial Freedom, LLC | 400 | $412 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 614 | $632 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 620 | $639 | 0.00% | +620 | New |
| Larson Financial Group LLC | 685 | $706 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 717 | $739 | 0.00% | +717 | New |
| Hollencrest Capital Management | 750 | $773 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 518 | $1.00K | 0.00% | +518 | New |
| Tower Research Capital LLC (TRC) | 1,292 | $1.33K | 0.00% | −24,766−95.0% | Reduced |
| Citadel Advisors LLC | 1,503 | $1.55K | 0.00% | −13,208−89.8% | Reduced |
| Spire Wealth Management | 2,250 | $2.32K | 0.00% | −5−0.2% | Reduced |
| Amalgamated Bank | 3,629 | $4.00K | 0.00% | −11,024−75.2% | Reduced |
| Global Retirement Partners, LLC | 5,030 | $5.18K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,002 | $6.00K | 0.00% | −19,512−79.6% | Reduced |
| Russell Investments Group, Ltd. | 7,023 | $7.23K | 0.00% | +6,991+21,846.9% | Added |
| WealthCollab, LLC | 7,036 | $7.25K | 0.01% | +7,036 | New |
| Advisor Group Holdings, Inc. | 8,600 | $8.86K | 0.00% | +5,000+138.9% | Added |
| CIBC Private Wealth Group, LLC | 9,100 | $9.05K | 0.00% | +9,100 | New |
| Ameritas Investment Partners, Inc. | 8,888 | $9.15K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,008 | $9.28K | 0.00% | +2,944+48.5% | Added |
| Pickering Energy Partners LP | 9,200 | $9.48K | 0.10% | −800−8.0% | Reduced |
| PFG Investments, LLC | 10,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 10,261 | $10.6K | 0.01% | +10,261 | New |
| Cobblestone Capital Advisors LLC | 10,361 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 11,100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,409 | $11.8K | 0.00% | +11,409 | New |
| Jump Financial, LLC | 11,420 | $11.8K | 0.00% | +11,420 | New |
| Penbrook Management LLC | 12,500 | $12.9K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 13,481 | $13.9K | 0.00% | +13,481 | New |
| HighTower Advisors, LLC | 14,750 | $15.0K | 0.00% | −30,650−67.5% | Reduced |
| Kestra Private Wealth Services, LLC | 14,600 | $15.0K | 0.00% | −7,500−33.9% | Reduced |
| Lincoln Capital Corp | 15,000 | $15.4K | 0.01% | +5,000+50.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,029 | $15.5K | 0.00% | −131,578−89.7% | Reduced |
| Equitable Holdings, Inc. | 15,100 | $15.6K | 0.00% | +5,000+49.5% | Added |
| California State Teachers Retirement System | 15,413 | $15.9K | 0.00% | −2,303−13.0% | Reduced |
| Traynor Capital Management, Inc. | 17,000 | $17.5K | 0.00% | +3,000+21.4% | Added |
| HSBC Holdings PLC | 17,406 | $17.9K | 0.00% | +17,406 | New |
| IFG Advisory, LLC | 18,935 | $19.5K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 19,704 | $20.3K | 0.00% | +5,851+42.2% | Added |
| Walleye Trading LLC | 19,927 | $20.5K | 0.00% | +19,927 | New |
| Spears Abacus Advisors LLC | 20,000 | $20.6K | 0.00% | +20,000 | New |
| Cambridge Investment Research Advisors, Inc. | 21,200 | $22.0K | 0.00% | −5,100−19.4% | Reduced |
| Investment Advisory Group, LLC | 21,500 | $22.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,070 | $23.0K | 0.00% | +10,010+83.0% | Added |
| Ledgewood Wealth Advisors, LLC | 23,000 | $23.7K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 24,079 | $24.8K | 0.00% | −6,971−22.5% | Reduced |
| Twin Focus Capital Partners, LLC | 25,000 | $25.8K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 25,920 | $26.7K | 0.00% | +5,415+26.4% | Added |
| Paloma Partners Management Co | 27,192 | $28.0K | 0.00% | −87,808−76.4% | Reduced |
| Prelude Capital Management, LLC | 30,413 | $31.3K | 0.00% | −31,388−50.8% | Reduced |
| Gabelli Funds LLC | 31,500 | $32.4K | 0.00% | −3,300−9.5% | Reduced |
| Two Sigma Securities, LLC | 35,775 | $36.8K | 0.00% | +35,775 | New |
| Garnet Equity Capital Holdings, Inc. | 38,000 | $39.1K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 39,974 | $41.2K | 0.00% | +26,586+198.6% | Added |
| Grimes & Company, Inc. | 40,000 | $41.2K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 41,874 | $43.0K | 0.00% | −8,576−17.0% | Reduced |
| New York State Common Retirement Fund | 44,552 | $45.9K | 0.00% | −89−0.2% | Reduced |
| Price T Rowe Associates Inc | 43,930 | $46.0K | 0.00% | +18,735+74.4% | Added |
| Kestra Advisory Services, LLC | 44,825 | $46.2K | 0.00% | +28,000+166.4% | Added |
| Manufacturers Life Insurance Company, The | 45,139 | $46.5K | 0.00% | −3,609−7.4% | Reduced |
| Citigroup Inc | 46,441 | $47.8K | 0.00% | +31,158+203.9% | Added |
| Voya Investment Management LLC | 46,546 | $47.9K | 0.00% | +1,738+3.9% | Added |
| Cullen/Frost Bankers, Inc. | 50,000 | $51.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 50,663 | $52.2K | 0.00% | −2,591−4.9% | Reduced |
| GTS Securities LLC | 52,669 | $54.2K | 0.00% | +52,669 | New |
| Bank of Montreal | 51,201 | $54.8K | 0.00% | −36,000−41.3% | Reduced |
| Millennium Management LLC | 54,137 | $55.8K | 0.00% | −64,521−54.4% | Reduced |
| Wolverine Trading, LLC | 58,103 | $59.8K | 0.00% | +2,722+4.9% | Added |
| Engineers Gate Manager LP | 58,526 | $60.3K | 0.00% | −119,459−67.1% | Reduced |
| Alliancebernstein L.P. | 59,460 | $61.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 63,896 | $65.8K | 0.01% | +63,896 | New |
| Daiwa Securities Group Inc. | 69,825 | $72.0K | 0.00% | −4,562−6.1% | Reduced |
| Powell Investment Advisors, LLC | 70,000 | $72.1K | 0.04% | +24,000+52.2% | Added |
| James Investment Research Inc | 75,466 | $77.7K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 75,555 | $77.8K | 0.00% | +22,056+41.2% | Added |
| MetLife Investment Management | 76,463 | $78.8K | 0.00% | +17,946+30.7% | Added |
| Boothbay Fund Management, LLC | 82,010 | $84.5K | 0.00% | −106,339−56.5% | Reduced |
| Bank of America Corp | 83,194 | $85.7K | 0.00% | −67,253−44.7% | Reduced |
| Diametric Capital, LP | 83,512 | $86.0K | 0.05% | −99,396−54.3% | Reduced |
| Elevatus Welath Management | 96,267 | $99.2K | 0.04% | +32,090+50.0% | Added |
| Canal Insurance CO | 100,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 100,049 | $103.0K | 0.00% | +100,049 | New |
| Wealth Enhancement Advisory Services, LLC | 101,368 | $104.4K | 0.00% | +65,442+182.2% | Added |
| Kempner Capital Management Inc. | 110,000 | $113.0K | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 109,838 | $113.1K | 0.00% | −39,364−26.4% | Reduced |
| Goldman Sachs Group Inc | 119,990 | $123.6K | 0.00% | +47,077+64.6% | Added |
| Wells Fargo & Company | 134,347 | $138.4K | 0.00% | +42,963+47.0% | Added |
| Jane Street Group, LLC | 143,094 | $147.4K | 0.00% | −132,985−48.2% | Reduced |
| Rhumbline Advisers | 147,375 | $151.8K | 0.00% | +11,924+8.8% | Added |
| ProShare Advisors LLC | 160,514 | $165.3K | 0.00% | +9,731+6.5% | Added |
| Black Maple Capital Management LP | 181,248 | $186.7K | 0.12% | +30,000+19.8% | Added |
| Souders Financial Advisors | 186,602 | $192.2K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 195,000 | $200.8K | 0.00% | +50,000+34.5% | Added |
| Sculptor Capital LP | 200,000 | $206.0K | 0.00% | −114,000−36.3% | Reduced |