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 2024
Institutional positions in Eos Energy Enterprises, Inc. as of Sep 30, 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
- 126
- 0 vs. Q2 2024
- Shares held
- 58.6M
- +3.89M (+7.1%) vs. Q2 2024
- Total value
- $173.3M
- +$103.8M (+149.3%) vs. Q2 2024
- New holders
- 39
- 28 more added
- Sold out
- 39
- 29 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 60 | $178 | 0.00% | −40−40.0% | Reduced |
| Frazier Financial Advisors, LLC | 97 | $289 | 0.00% | +97 | New |
| Federation des caisses Desjardins du Quebec | 125 | $371 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $747 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 300 | $891 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 400 | $1.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 490 | $1.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 712 | $2.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $2.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 800 | $2.38K | 0.00% | +800 | New |
| Larson Financial Group LLC | 805 | $2.39K | 0.00% | +120+17.5% | Added |
| CWM, LLC | 1,107 | $3.00K | 0.00% | −17−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,148 | $3.41K | 0.00% | +1,148 | New |
| Rhumbline Advisers | 1,253 | $3.72K | 0.00% | −18,969−93.8% | Reduced |
| GAMMA Investing LLC | 1,403 | $4.17K | 0.00% | +789+128.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,000 | $5.94K | 0.00% | +2,000 | New |
| Royal Bank of Canada | 4,350 | $13.0K | 0.00% | +4,350 | New |
| Tower Research Capital LLC (TRC) | 4,629 | $13.7K | 0.00% | −89,503−95.1% | Reduced |
| Ethic Inc. | 13,481 | $13.9K | 0.00% | +13,481 | New |
| Arrow Financial Corp | 5,000 | $14.8K | 0.00% | +5,000 | New |
| Global Retirement Partners, LLC | 5,030 | $14.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7,036 | $20.9K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,835 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,250 | $24.5K | 0.00% | +7,500+1,000.0% | Added |
| Barclays PLC | 8,414 | $25.0K | 0.00% | −1,304−13.4% | Reduced |
| CIBC Private Wealth Group, LLC | 9,100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $29.7K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 10,589 | $31.4K | 0.02% | −2,594−19.7% | Reduced |
| Kaizen Financial Strategies | 10,700 | $31.8K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 10,849 | $32.2K | 0.02% | +10,849 | New |
| Montag A & Associates Inc | 11,409 | $33.9K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 11,670 | $34.7K | 0.01% | −17,040−59.4% | Reduced |
| Capital Square, LLC | 12,000 | $35.6K | 0.02% | −1,100−8.4% | Reduced |
| IFG Advisory, LLC | 12,100 | $35.9K | 0.00% | −6,835−36.1% | Reduced |
| LPL Financial LLC | 12,475 | $37.1K | 0.00% | +12,475 | New |
| Traynor Capital Management, Inc. | 14,400 | $42.8K | 0.00% | −8,870−38.1% | Reduced |
| MAI Capital Management | 15,000 | $44.5K | 0.00% | +15,000 | New |
| Holderness Investments Co | 15,445 | $45.9K | 0.01% | +15,445 | New |
| Focused Wealth Management, Inc | 15,500 | $46.0K | 0.01% | +15,500 | New |
| Walleye Capital LLC | 16,000 | $47.5K | 0.00% | +16,000 | New |
| Penbrook Management LLC | 16,500 | $49.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 18,199 | $54.1K | 0.00% | +4,663+34.4% | Added |
| Bank of New York Mellon Corp | 18,981 | $56.4K | 0.00% | −8,773−31.6% | Reduced |
| PEAK6 Investments LLC | 19,306 | $57.3K | 0.00% | −35,609−64.8% | Reduced |
| Spears Abacus Advisors LLC | 20,000 | $59.4K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 20,000 | $59.4K | 0.00% | +20,000 | New |
| Duncan Williams Asset Management, LLC | 21,000 | $62.4K | 0.03% | +21,000 | New |
| Investment Advisory Group, LLC | 21,500 | $63.9K | 0.02% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 23,000 | $68.3K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 26,490 | $78.7K | 0.00% | +281+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,682 | $79.0K | 0.00% | −2,718−9.2% | Reduced |
| SCP Investment, LP | 26,800 | $79.6K | 0.06% | +26,800 | New |
| Berkshire Asset Management LLC | 67,000 | $85.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 30,100 | $89.4K | 0.00% | +10,000+49.8% | Added |
| Gabelli Funds LLC | 31,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,520 | $94.0K | 0.00% | +7,150+29.3% | Added |
| Flagship Private Wealth, LLC | 32,766 | $97.3K | 0.05% | +22,000+204.3% | Added |
| Engineers Gate Manager LP | 37,690 | $111.9K | 0.00% | −142,572−79.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 38,700 | $114.9K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 39,014 | $116.3K | 0.00% | −79,742−67.1% | Reduced |
| Greenwich Wealth Management LLC | 41,874 | $124.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 41,250 | $124.0K | 0.00% | +28,500+223.5% | Added |
| Two Sigma Securities, LLC | 42,825 | $127.2K | 0.01% | −125,219−74.5% | Reduced |
| Advisor Group Holdings, Inc. | 42,859 | $127.3K | 0.00% | +29,900+230.7% | Added |
| Deutsche Bank AG | 43,677 | $129.7K | 0.00% | +43,677 | New |
| Van Hulzen Asset Management, LLC | 45,000 | $134.0K | 0.01% | +45,000 | New |
| Mariner, LLC | 45,275 | $134.5K | 0.00% | +5,301+13.3% | Added |
| UBS Group AG | 47,744 | $141.8K | 0.00% | −25,138−34.5% | Reduced |
| Central Trust Co | 50,000 | $148.5K | 0.00% | +50,000 | New |
| Walleye Trading LLC | 51,721 | $153.6K | 0.00% | −156,325−75.1% | Reduced |
| National Asset Management, Inc. | 54,400 | $161.7K | 0.00% | −13,000−19.3% | Reduced |
| PBMares Wealth Management LLC | 56,000 | $166.3K | 0.03% | +56,000 | New |
| FMR LLC | 58,651 | $174.2K | 0.00% | +23,706+67.8% | Added |
| Mesirow Financial Investment Management, Inc. | 58,692 | $174.3K | 0.00% | +58,692 | New |
| Wells Fargo & Company | 59,900 | $177.9K | 0.00% | +10,000+20.0% | Added |
| Virtu Financial LLC | 69,276 | $206.0K | 0.01% | +69,276 | New |
| Cullen/Frost Bankers, Inc. | 70,000 | $207.9K | 0.00% | 00.0% | Unchanged |
| HAP Trading, LLC | 74,569 | $221.5K | 0.11% | +74,569 | New |
| Meridian Wealth Management, LLC | 78,450 | $233.0K | 0.01% | +78,450 | New |
| Bank of America Corp | 80,403 | $238.8K | 0.00% | +12,571+18.5% | Added |
| Boothbay Fund Management, LLC | 82,010 | $243.6K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 86,240 | $256.1K | 0.06% | +86,240 | New |
| Wealth Enhancement Advisory Services, LLC | 101,396 | $301.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 118,278 | $351.3K | 0.00% | −47,833−28.8% | Reduced |
| James Investment Research Inc | 118,339 | $351.5K | 0.04% | +39,854+50.8% | Added |
| Canal Insurance CO | 120,000 | $356.0K | 0.08% | +20,000+20.0% | Added |
| Citigroup Inc | 120,107 | $356.7K | 0.00% | +99,102+471.8% | Added |
| Black Maple Capital Management LP | 130,000 | $386.1K | 0.29% | −85,000−39.5% | Reduced |
| Advisory Services Network, LLC | 309,400 | $392.9K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 141,718 | $420.9K | 0.09% | +141,718 | New |
| Bayesian Capital Management, LP | 142,400 | $422.9K | 0.05% | +142,400 | New |
| Squarepoint Ops LLC | 170,904 | $507.6K | 0.00% | +152,112+809.5% | Added |
| Kempner Capital Management Inc. | 175,000 | $520.0K | 0.27% | 00.0% | Unchanged |
| Souders Financial Advisors | 186,602 | $554.2K | 0.08% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 200,000 | $594.0K | 0.00% | +200,000 | New |
| Simplex Trading, LLC | 241,879 | $718.0K | 0.02% | +177,220+274.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 249,409 | $740.7K | 0.00% | +249,409 | New |
| Kestra Advisory Services, LLC | 259,304 | $770.1K | 0.00% | +207,479+400.3% | Added |
| Jane Street Group, LLC | 296,257 | $879.9K | 0.00% | −2,795,396−90.4% | Reduced |
| Rockefeller Capital Management L.P. | 310,230 | $921.4K | 0.00% | −5,016−1.6% | Reduced |