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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 26,875 | $130.6K | 0.00% | +14,400+115.4% | Added |
| Victory Capital Management Inc | 26,171 | $127.2K | 0.00% | −319−1.2% | Reduced |
| Investment Advisory Group, LLC | 21,500 | $104.5K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,073 | $102.4K | 0.00% | +21,073 | New |
| Duncan Williams Asset Management, LLC | 21,000 | $102.1K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 20,907 | $101.6K | 0.00% | +2,708+14.9% | Added |
| Daiwa Securities Group Inc. | 20,865 | $101.0K | 0.00% | +20,865 | New |
| Venture Visionary Partners LLC | 20,000 | $97.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,800 | $91.4K | 0.00% | +18,800 | New |
| Walleye Trading LLC | 17,054 | $82.9K | 0.00% | −34,667−67.0% | Reduced |
| Penbrook Management LLC | 16,500 | $80.2K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 15,445 | $75.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| HighTower Advisors, LLC | 14,250 | $69.3K | 0.00% | −27,000−65.5% | Reduced |
| Montag A & Associates Inc | 13,809 | $67.1K | 0.00% | +2,400+21.0% | Added |
| Stephens Inc | 13,100 | $63.7K | 0.00% | +13,100 | New |
| Citigroup Inc | 12,855 | $62.5K | 0.00% | −107,252−89.3% | Reduced |
| WESPAC Advisors, LLC | 12,647 | $61.5K | 0.05% | +1,798+16.6% | Added |
| IFG Advisory, LLC | 12,100 | $58.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12,004 | $58.0K | 0.00% | +12,004 | New |
| Kaizen Financial Strategies | 10,700 | $52.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 10,470 | $50.9K | 0.01% | +10,470 | New |
| Gabelli Funds LLC | 10,200 | $49.6K | 0.00% | −21,300−67.6% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 9,100 | $47.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7,036 | $34.2K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 6,290 | $30.6K | 0.03% | +6,290 | New |
| Parkside Financial Bank & Trust | 6,000 | $29.2K | 0.00% | +6,000 | New |
| Global Retirement Partners, LLC | 5,030 | $24.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,806 | $23.4K | 0.00% | +3,658+318.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,127 | $20.1K | 0.00% | +4,127 | New |
| Tower Research Capital LLC (TRC) | 3,404 | $16.5K | 0.00% | −1,225−26.5% | Reduced |
| Headlands Technologies LLC | 2,380 | $11.6K | 0.00% | +2,380 | New |
| GAMMA Investing LLC | 1,793 | $8.71K | 0.00% | +390+27.8% | Added |
| Caitong International Asset Management Co., Ltd | 1,479 | $7.19K | 0.01% | +1,479 | New |
| SBI Securities Co., Ltd. | 1,463 | $7.11K | 0.00% | +1,463 | New |
| Rhumbline Advisers | 1,253 | $6.09K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $5.84K | 0.00% | +1,000 | New |
| CWM, LLC | 1,107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 805 | $3.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $3.65K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 740 | $3.60K | 0.00% | +740 | New |
| EverSource Wealth Advisors, LLC | 712 | $3.46K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 500 | $2.43K | 0.00% | +500 | New |
| SRS Capital Advisors, Inc. | 490 | $2.38K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $2.33K | 0.00% | +479 | New |
| Royal Bank of Canada | 350 | $2.00K | 0.00% | −4,000−92.0% | Reduced |
| Financial Freedom, LLC | 400 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 350 | $1.70K | 0.00% | +350 | New |
| TD Waterhouse Canada Inc. | 260 | $1.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 125 | $608 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $486 | 0.00% | +100 | New |
| Nisa Investment Advisors, LLC | 60 | $292 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −249,409−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −142,400−100.0% | Sold out |
| Canal Insurance CO | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −74,569−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −69,276−100.0% | Sold out |
| PBMares Wealth Management LLC | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −42,825−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −41,874−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −39,014−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,690−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −10,589−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −13,481−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |