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 2025
Institutional positions in Eos Energy Enterprises, Inc. as of Mar 31, 2025. 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
- 177
- +23 vs. Q4 2024
- Shares held
- 88.9M
- +8.68M (+10.8%) vs. Q4 2024
- Total value
- $336.7M
- −$54.1M (−13.8%) vs. Q4 2024
- New holders
- 47
- 61 more added
- Sold out
- 24
- 40 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 12 | $46 | 0.00% | +12 | New |
| Kiker Wealth Management, LLC | 30 | $113 | 0.00% | +30 | New |
| Vision Financial Markets LLC | 100 | $378 | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $401 | 0.00% | +100 | New |
| Signaturefd, LLC | 168 | $635 | 0.00% | +168 | New |
| Lindbrook Capital, LLC | 181 | $684 | 0.00% | +181 | New |
| TD Waterhouse Canada Inc. | 260 | $1.03K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 400 | $1.51K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 480 | $1.81K | 0.00% | +480 | New |
| Accredited Wealth Management, LLC | 500 | $1.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 712 | $2.69K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 740 | $2.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $2.83K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 764 | $2.89K | 0.00% | −715−48.3% | Reduced |
| Larson Financial Group LLC | 805 | $3.04K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,200 | $4.54K | 0.00% | −13,800−92.0% | Reduced |
| Allworth Financial LP | 1,032 | $5.04K | 0.00% | +32+3.2% | Added |
| Headlands Technologies LLC | 1,444 | $5.46K | 0.00% | −936−39.3% | Reduced |
| CWM, LLC | 1,460 | $6.00K | 0.00% | +353+31.9% | Added |
| GAMMA Investing LLC | 1,696 | $6.41K | 0.00% | −97−5.4% | Reduced |
| Jones Financial Companies LLLP | 1,990 | $7.84K | 0.00% | +1,890+1,890.0% | Added |
| Coldstream Capital Management Inc | 2,229 | $8.43K | 0.00% | +2,229 | New |
| Comerica Bank | 4,516 | $17.1K | 0.00% | +4,516 | New |
| Rhumbline Advisers | 4,545 | $17.2K | 0.00% | +3,292+262.7% | Added |
| FNY Investment Advisers, LLC | 5,000 | $18.0K | 0.01% | +5,000 | New |
| Steward Partners Investment Advisory, LLC | 4,806 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,044 | $19.0K | 0.00% | +5,044 | New |
| Parkside Financial Bank & Trust | 6,000 | $22.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 7,036 | $26.6K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,101 | $36.6K | 0.00% | +2,001+22.0% | Added |
| Atria Wealth Solutions, Inc. | 10,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 10,014 | $38.0K | 0.00% | +10,014 | New |
| SBI Securities Co., Ltd. | 10,065 | $38.0K | 0.00% | +8,602+588.0% | Added |
| Tower Research Capital LLC (TRC) | 10,078 | $38.1K | 0.00% | +6,674+196.1% | Added |
| Gabelli Funds LLC | 10,200 | $38.6K | 0.00% | 00.0% | Unchanged |
| Elevatus Welath Management | 10,248 | $38.7K | 0.02% | +10,248 | New |
| Lake Street Financial LLC | 10,470 | $39.6K | 0.01% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 10,700 | $40.4K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,189 | $42.0K | 0.00% | +10,839+3,096.9% | Added |
| Parallel Advisors, LLC | 11,444 | $43.3K | 0.00% | +11,444 | New |
| IFG Advisory, LLC | 12,100 | $45.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,350 | $46.7K | 0.00% | −21,500−63.5% | Reduced |
| Carmel Capital Partners, LLC | 12,450 | $47.1K | 0.02% | +2,450+24.5% | Added |
| Citigroup Inc | 12,608 | $47.7K | 0.00% | −247−1.9% | Reduced |
| WESPAC Advisors, LLC | 12,978 | $49.1K | 0.04% | +331+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 13,767 | $52.0K | 0.00% | +9,640+233.6% | Added |
| Sig Brokerage, LP | 14,248 | $53.9K | 0.02% | +14,248 | New |
| HighTower Advisors, LLC | 14,310 | $54.1K | 0.00% | +60+0.4% | Added |
| Ledgewood Wealth Advisors, LLC | 15,000 | $56.7K | 0.04% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 15,000 | $56.7K | 0.16% | +15,000 | New |
| Montag A & Associates Inc | 15,559 | $58.8K | 0.00% | +1,750+12.7% | Added |
| Truist Financial Corp | 16,853 | $63.7K | 0.00% | +16,853 | New |
| CTC Alternative Strategies, Ltd. | 17,100 | $64.6K | 0.08% | +17,100 | New |
| TradeLink Capital LLC | 17,400 | $66.0K | 0.41% | +17,400 | New |
| Two Sigma Securities, LLC | 19,012 | $71.9K | 0.01% | +19,012 | New |
| Venture Visionary Partners LLC | 20,000 | $75.6K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 20,000 | $75.6K | 0.00% | +20,000 | New |
| Daiwa Securities Group Inc. | 20,131 | $76.0K | 0.00% | −734−3.5% | Reduced |
| Duncan Williams Asset Management, LLC | 20,500 | $77.5K | 0.03% | −500−2.4% | Reduced |
| State of Wisconsin Investment Board | 21,045 | $79.5K | 0.00% | −28−0.1% | Reduced |
| Raymond James Financial Inc | 21,421 | $81.0K | 0.00% | −43,391−66.9% | Reduced |
| Investment Advisory Group, LLC | 21,500 | $81.3K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 21,572 | $81.5K | 0.00% | +665+3.2% | Added |
| Atom Investors LP | 22,504 | $85.1K | 0.01% | +22,504 | New |
| Y-Intercept (Hong Kong) Ltd | 23,914 | $90.4K | 0.01% | +23,914 | New |
| Capstone Investment Advisors, LLC | 24,187 | $91.4K | 0.00% | +24,187 | New |
| Victory Capital Management Inc | 26,516 | $100.2K | 0.00% | +345+1.3% | Added |
| MCF Advisors LLC | 29,093 | $110.0K | 0.01% | +29,093 | New |
| LPL Financial LLC | 29,725 | $112.4K | 0.00% | +2,850+10.6% | Added |
| Vontobel Holding Ltd. | 30,000 | $113.4K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 30,000 | $113.4K | 0.00% | +30,000 | New |
| Deutsche Bank AG | 30,240 | $114.3K | 0.00% | −1,232−3.9% | Reduced |
| Teacher Retirement System of Texas | 31,847 | $120.4K | 0.00% | +31,847 | New |
| Cambridge Investment Research Advisors, Inc. | 33,053 | $125.0K | 0.00% | +4,767+16.9% | Added |
| Mariner, LLC | 36,396 | $137.6K | 0.00% | −8,879−19.6% | Reduced |
| Prelude Capital Management, LLC | 36,677 | $138.6K | 0.01% | +36,677 | New |
| KLP Kapitalforvaltning AS | 37,300 | $141.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 39,776 | $150.4K | 0.00% | −7,967−16.7% | Reduced |
| Equitable Holdings, Inc. | 40,000 | $151.2K | 0.00% | −100−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 41,166 | $155.6K | 0.00% | +41,166 | New |
| Boothbay Fund Management, LLC | 41,275 | $156.0K | 0.01% | −9,210−18.2% | Reduced |
| Pictet Asset Management Holding SA | 42,060 | $159.0K | 0.00% | −12,909−23.5% | Reduced |
| Flputnam Investment Management Co | 42,423 | $160.4K | 0.00% | +42,423 | New |
| HSBC Holdings PLC | 44,255 | $167.3K | 0.00% | +44,255 | New |
| Black Maple Capital Management LP | 45,000 | $170.1K | 0.13% | −22,500−33.3% | Reduced |
| Commonwealth Equity Services, LLC | 45,256 | $171.0K | 0.00% | +18,134+66.9% | Added |
| Voloridge Investment Management, LLC | 47,273 | $178.7K | 0.00% | +47,273 | New |
| Barclays PLC | 47,425 | $179.3K | 0.00% | −10,953−18.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 49,000 | $185.2K | 0.00% | +16,500+50.8% | Added |
| Van Hulzen Asset Management, LLC | 50,000 | $189.0K | 0.02% | +5,000+11.1% | Added |
| Catalyst Funds Management Pty Ltd | 50,327 | $190.2K | 0.05% | +50,327 | New |
| Wealth Enhancement Advisory Services, LLC | 50,367 | $190.4K | 0.00% | −9,777−16.3% | Reduced |
| Central Trust Co | 51,628 | $195.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 52,210 | $197.4K | 0.00% | +52,210 | New |
| Landscape Capital Management, L.L.C. | 54,711 | $206.8K | 0.02% | +2,980+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,293 | $212.8K | 0.00% | −9,529−14.5% | Reduced |
| Lauer Wealth, LLC | 39,300 | $213.0K | 0.16% | +39,300 | New |
| Diametric Capital, LP | 57,549 | $217.5K | 0.26% | +57,549 | New |
| James Investment Research Inc | 58,959 | $222.9K | 0.03% | +16,534+39.0% | Added |
| FMR LLC | 60,828 | $229.9K | 0.00% | +2,110+3.6% | Added |