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 2024
Institutional positions in Eos Energy Enterprises, Inc. as of Dec 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
- 155
- +30 vs. Q3 2024
- Shares held
- 80.2M
- +21.6M (+37.0%) vs. Q3 2024
- Total value
- $390.9M
- +$217.7M (+125.7%) vs. Q3 2024
- New holders
- 53
- 45 more added
- Sold out
- 23
- 29 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 60 | $292 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $486 | 0.00% | +100 | New |
| Federation des caisses Desjardins du Quebec | 125 | $608 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 350 | $1.70K | 0.00% | +350 | New |
| Financial Freedom, LLC | 400 | $1.94K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 350 | $2.00K | 0.00% | −4,000−92.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $2.33K | 0.00% | +479 | New |
| SRS Capital Advisors, Inc. | 490 | $2.38K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 500 | $2.43K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 712 | $3.46K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 740 | $3.60K | 0.00% | +740 | New |
| Spire Wealth Management | 750 | $3.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 805 | $3.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $5.84K | 0.00% | +1,000 | New |
| Rhumbline Advisers | 1,253 | $6.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,463 | $7.11K | 0.00% | +1,463 | New |
| Caitong International Asset Management Co., Ltd | 1,479 | $7.19K | 0.01% | +1,479 | New |
| GAMMA Investing LLC | 1,793 | $8.71K | 0.00% | +390+27.8% | Added |
| Headlands Technologies LLC | 2,380 | $11.6K | 0.00% | +2,380 | New |
| Tower Research Capital LLC (TRC) | 3,404 | $16.5K | 0.00% | −1,225−26.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,127 | $20.1K | 0.00% | +4,127 | New |
| Steward Partners Investment Advisory, LLC | 4,806 | $23.4K | 0.00% | +3,658+318.6% | Added |
| Global Retirement Partners, LLC | 5,030 | $24.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,000 | $29.2K | 0.00% | +6,000 | New |
| R Squared Ltd | 6,290 | $30.6K | 0.03% | +6,290 | New |
| WealthCollab, LLC | 7,036 | $34.2K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,100 | $47.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $48.6K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 10,000 | $48.6K | 0.02% | +10,000 | New |
| Gabelli Funds LLC | 10,200 | $49.6K | 0.00% | −21,300−67.6% | Reduced |
| Lake Street Financial LLC | 10,470 | $50.9K | 0.01% | +10,470 | New |
| Kaizen Financial Strategies | 10,700 | $52.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12,004 | $58.0K | 0.00% | +12,004 | New |
| IFG Advisory, LLC | 12,100 | $58.8K | 0.00% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 12,647 | $61.5K | 0.05% | +1,798+16.6% | Added |
| Citigroup Inc | 12,855 | $62.5K | 0.00% | −107,252−89.3% | Reduced |
| Stephens Inc | 13,100 | $63.7K | 0.00% | +13,100 | New |
| Montag A & Associates Inc | 13,809 | $67.1K | 0.00% | +2,400+21.0% | Added |
| HighTower Advisors, LLC | 14,250 | $69.3K | 0.00% | −27,000−65.5% | Reduced |
| Ledgewood Wealth Advisors, LLC | 15,000 | $72.9K | 0.05% | −8,000−34.8% | Reduced |
| MAI Capital Management | 15,000 | $72.9K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 15,445 | $75.1K | 0.02% | 00.0% | Unchanged |
| Penbrook Management LLC | 16,500 | $80.2K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 17,054 | $82.9K | 0.00% | −34,667−67.0% | Reduced |
| Cerity Partners LLC | 18,800 | $91.4K | 0.00% | +18,800 | New |
| Venture Visionary Partners LLC | 20,000 | $97.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 20,865 | $101.0K | 0.00% | +20,865 | New |
| JustInvest LLC | 20,907 | $101.6K | 0.00% | +2,708+14.9% | Added |
| Duncan Williams Asset Management, LLC | 21,000 | $102.1K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,073 | $102.4K | 0.00% | +21,073 | New |
| Investment Advisory Group, LLC | 21,500 | $104.5K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 26,171 | $127.2K | 0.00% | −319−1.2% | Reduced |
| LPL Financial LLC | 26,875 | $130.6K | 0.00% | +14,400+115.4% | Added |
| Commonwealth Equity Services, LLC | 27,122 | $132.0K | 0.00% | −4,398−14.0% | Reduced |
| PEAK6 LLC | 27,695 | $134.6K | 0.01% | +27,695 | New |
| Cambridge Investment Research Advisors, Inc. | 28,286 | $137.0K | 0.00% | +1,604+6.0% | Added |
| Vontobel Holding Ltd. | 30,000 | $145.8K | 0.00% | +30,000 | New |
| Jefferies Financial Group Inc. | 30,074 | $146.2K | 0.00% | +30,074 | New |
| Deutsche Bank AG | 31,472 | $153.0K | 0.00% | −12,205−27.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 32,500 | $157.9K | 0.00% | +32,500 | New |
| Hollencrest Capital Management | 33,850 | $164.5K | 0.01% | +25,600+310.3% | Added |
| KLP Kapitalforvaltning AS | 37,300 | $181.3K | 0.00% | +37,300 | New |
| Scientech Research LLC | 37,408 | $181.8K | 0.05% | +25,738+220.5% | Added |
| Equitable Holdings, Inc. | 40,100 | $194.9K | 0.00% | +10,000+33.2% | Added |
| Beacon Pointe Advisors, LLC | 41,850 | $203.4K | 0.00% | +41,850 | New |
| James Investment Research Inc | 42,425 | $206.2K | 0.02% | −75,914−64.1% | Reduced |
| Van Hulzen Asset Management, LLC | 45,000 | $218.7K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 45,275 | $220.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 47,609 | $231.4K | 0.00% | +4,750+11.1% | Added |
| ProShare Advisors LLC | 47,743 | $232.0K | 0.00% | +47,743 | New |
| Bank of New York Mellon Corp | 48,374 | $235.1K | 0.00% | +29,393+154.9% | Added |
| Alpine Global Management, LLC | 48,467 | $235.6K | 0.07% | +48,467 | New |
| Simplex Trading, LLC | 50,087 | $243.0K | 0.01% | −191,792−79.3% | Reduced |
| Boothbay Fund Management, LLC | 50,485 | $245.4K | 0.01% | −31,525−38.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 51,000 | $247.9K | 0.13% | +51,000 | New |
| Central Trust Co | 51,628 | $250.9K | 0.01% | +1,628+3.3% | Added |
| Landscape Capital Management, L.L.C. | 51,731 | $251.4K | 0.03% | +51,731 | New |
| Amundi | 48,903 | $253.3K | 0.00% | +48,903 | New |
| Pictet Asset Management Holding SA | 54,969 | $267.1K | 0.00% | +54,969 | New |
| Flagship Private Wealth, LLC | 55,291 | $268.7K | 0.13% | +22,525+68.7% | Added |
| Barclays PLC | 58,378 | $283.7K | 0.00% | +49,964+593.8% | Added |
| FMR LLC | 58,718 | $285.4K | 0.00% | +67+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 59,212 | $287.8K | 0.01% | +520+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,144 | $292.3K | 0.00% | −41,252−40.7% | Reduced |
| Jag Capital Management, LLC | 60,350 | $293.3K | 0.04% | +60,350 | New |
| Wells Fargo & Company | 62,075 | $301.7K | 0.00% | +2,175+3.6% | Added |
| Arizona State Retirement System | 62,776 | $305.1K | 0.00% | +62,776 | New |
| Raymond James Financial Inc | 64,812 | $315.0K | 0.00% | +64,812 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,822 | $319.9K | 0.00% | +65,822 | New |
| Black Maple Capital Management LP | 67,500 | $328.1K | 0.25% | −62,500−48.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 70,000 | $340.2K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 71,344 | $346.7K | 0.00% | +71,344 | New |
| Balyasny Asset Management LLC | 78,690 | $382.4K | 0.00% | +78,690 | New |
| Russell Investments Group, Ltd. | 80,417 | $390.8K | 0.00% | +80,417 | New |
| Berkshire Asset Management LLC | 67,000 | $407.4K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 99,800 | $485.0K | 0.02% | +21,350+27.2% | Added |
| Janus Henderson Group PLC | 101,400 | $491.8K | 0.00% | +101,400 | New |
| Omers Administration Corp | 112,300 | $545.8K | 0.00% | +112,300 | New |