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 2026
Institutional positions in Eos Energy Enterprises, Inc. as of Mar 31, 2026. 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
- 318
- +3 vs. Q4 2025
- Shares held
- 205.8M
- +48.9M (+31.2%) vs. Q4 2025
- Total value
- $1.02B
- −$776.4M (−43.1%) vs. Q4 2025
- New holders
- 75
- 137 more added
- Sold out
- 72
- 77 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Eos Energy Enterprises, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 104 | $0 | 0.00% | +104 | New |
| Covestor Ltd | 13 | $0 | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 1 | $5 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $10 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $10 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $10 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 8 | $40 | 0.00% | +1+14.3% | Added |
| Godfrey Financial Associates, Inc. | 11 | $55 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $64 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 14 | $69 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $69 | 0.00% | +12+600.0% | Added |
| Federated Hermes, Inc. | 22 | $109 | 0.00% | −237,930−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 40 | $199 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $218 | 0.00% | −39−47.0% | Reduced |
| Arlington Trust Co LLC | 44 | $218 | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 45 | $224 | 0.00% | +45 | New |
| Atlantic Union Bankshares Corp | 50 | $248 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $250 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 57 | $283 | 0.00% | +10+21.3% | Added |
| Essential Partners LLC | 70 | $347 | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 96 | $477 | 0.00% | +30+45.5% | Added |
| Vision Financial Markets LLC | 100 | $496 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $595 | 0.00% | +120 | New |
| CVA Family Office, LLC | 124 | $615 | 0.00% | +124 | New |
| Assetmark, Inc | 130 | $645 | 0.00% | +130 | New |
| SJS Investment Consulting Inc. | 170 | $844 | 0.00% | +15+9.7% | Added |
| Cornerstone Financial Management LLC | 211 | $1.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 244 | $1.07K | 0.00% | +244 | New |
| Newbridge Financial Services Group, Inc. | 300 | $1.49K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 330 | $1.64K | 0.00% | −393−54.4% | Reduced |
| Fortitude Family Office, LLC | 335 | $1.66K | 0.00% | +169+101.8% | Added |
| Root Financial Partners, LLC | 336 | $1.67K | 0.00% | +106+46.1% | Added |
| Westside Investment Management, Inc. | 500 | $2.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 501 | $2.48K | 0.00% | −999−66.6% | Reduced |
| Rothschild Investment LLC | 523 | $2.59K | 0.00% | +78+17.5% | Added |
| Strive Financial Group ,LLC | 575 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 610 | $3.03K | 0.00% | +610 | New |
| Larson Financial Group LLC | 685 | $3.40K | 0.00% | −108−13.6% | Reduced |
| West Branch Capital LLC | 722 | $3.58K | 0.00% | +722 | New |
| US Bancorp | 791 | $3.92K | 0.00% | −3,072−79.5% | Reduced |
| Basecamp Wealth Advisors LLC | 792 | $3.93K | 0.00% | +792 | New |
| Anchor Investment Management, LLC | 820 | $4.07K | 0.00% | +370+82.2% | Added |
| IFP Advisors, Inc | 1,059 | $5.25K | 0.00% | +4+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,291 | $6.40K | 0.00% | +496+62.4% | Added |
| Allworth Financial LP | 1,440 | $7.14K | 0.00% | +314+27.9% | Added |
| Parkside Financial Bank & Trust | 1,585 | $7.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,001 | $9.93K | 0.00% | −16−0.8% | Reduced |
| Advisors Asset Management, Inc. | 2,390 | $11.9K | 0.00% | +2,390 | New |
| Bank of Montreal | 2,400 | $11.9K | 0.00% | −387,317−99.4% | Reduced |
| GAMMA Investing LLC | 2,455 | $12.2K | 0.00% | −815−24.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,643 | $13.1K | 0.00% | −229−8.0% | Reduced |
| Kemnay Advisory Services Inc. | 2,762 | $13.7K | 0.00% | +1,989+257.3% | Added |
| Legacy Bridge, LLC | 2,800 | $13.9K | 0.01% | +1,500+115.4% | Added |
| Hantz Financial Services, Inc. | 2,799 | $14.0K | 0.00% | +2,799 | New |
| Walleye Capital LLC | 2,845 | $14.1K | 0.00% | −819,917−99.7% | Reduced |
| Strategic Investment Solutions, Inc. | 2,940 | $14.6K | 0.00% | +1,000+51.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,060 | $15.1K | 0.00% | −1,125−26.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,377 | $21.7K | 0.00% | +672+18.1% | Added |
| WealthCollab, LLC | 4,538 | $22.5K | 0.01% | −1,535−25.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,600 | $22.8K | 0.01% | +1,900+70.4% | Added |
| Bessemer Group Inc | 5,044 | $25.0K | 0.00% | −64−1.3% | Reduced |
| Copia Wealth Management | 5,235 | $26.0K | 0.02% | +427+8.9% | Added |
| Parallel Advisors, LLC | 5,444 | $27.0K | 0.00% | −726−11.8% | Reduced |
| Farther Finance Advisors, LLC | 5,424 | $27.1K | 0.00% | +1,528+39.2% | Added |
| Stance Capital LLC | 6,171 | $30.6K | 0.01% | +6,171 | New |
| DecisionPoint Financial, LLC | 6,906 | $34.3K | 0.01% | +6,906 | New |
| CWM, LLC | 7,184 | $35.6K | 0.00% | +4,009+126.3% | Added |
| Hollencrest Capital Management | 7,735 | $38.4K | 0.00% | −5,265−40.5% | Reduced |
| Jefferies Financial Group Inc. | 8,023 | $39.8K | 0.00% | +8,023 | New |
| The PNC Financial Services Group, Inc. | 9,577 | $47.5K | 0.00% | +7,053+279.4% | Added |
| KFA Private Wealth Group, LLC | 10,000 | $49.6K | 0.01% | +10,000 | New |
| KBC Group NV | 10,014 | $50.0K | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 10,111 | $50.2K | 0.00% | +10,111 | New |
| Resurgent Financial Advisors LLC | 10,150 | $50.3K | 0.02% | +10,150 | New |
| Pinnacle Associates Ltd | 10,255 | $50.9K | 0.00% | +10,255 | New |
| Lodestone Wealth Management LLC | 10,346 | $51.3K | 0.02% | +4,438+75.1% | Added |
| Laurel Oak Wealth Management, LLC | 11,042 | $54.8K | 0.01% | +11,042 | New |
| Abel Hall, LLC | 11,347 | $56.3K | 0.01% | +11,347 | New |
| State Board of Administration of Florida Retirement System | 12,008 | $59.6K | 0.00% | +12,008 | New |
| Inscription Capital, LLC | 12,250 | $60.8K | 0.01% | +12,250 | New |
| Gainplan LLC | 12,261 | $60.8K | 0.05% | −15,470−55.8% | Reduced |
| RSM US Wealth Management LLC | 12,308 | $61.0K | 0.00% | +12,308 | New |
| SBI Securities Co., Ltd. | 12,785 | $63.4K | 0.00% | −13,556−51.5% | Reduced |
| Rockefeller Capital Management L.P. | 13,001 | $64.5K | 0.00% | −3,264−20.1% | Reduced |
| Truist Financial Corp | 13,008 | $64.5K | 0.00% | +431+3.4% | Added |
| Focused Wealth Management, Inc | 13,268 | $65.8K | 0.01% | +53+0.4% | Added |
| MONECO Advisors, LLC | 13,300 | $66.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,403 | $66.5K | 0.00% | +13,403 | New |
| Integrity Advisory Solutions, LLC | 13,567 | $67.3K | 0.01% | −2,897−17.6% | Reduced |
| Prospera Financial Services Inc | 14,220 | $70.5K | 0.00% | +14,220 | New |
| Lake Street Financial LLC | 14,630 | $72.6K | 0.01% | +2,080+16.6% | Added |
| Ledgewood Wealth Advisors, LLC | 15,000 | $74.4K | 0.04% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 15,101 | $74.9K | 0.01% | +15,101 | New |
| Wealthfront Advisers LLC | 15,339 | $76.1K | 0.00% | −15,708−50.6% | Reduced |
| Hanson & Doremus Investment Management | 15,500 | $77.0K | 0.01% | +15,500 | New |
| Allspring Global Investments Holdings, LLC | 15,925 | $79.5K | 0.00% | +1,371+9.4% | Added |
| Net Worth Advisory Group | 16,069 | $79.7K | 0.02% | +16,069 | New |
| Embree Financial Group | 16,100 | $79.9K | 0.01% | +4,100+34.2% | Added |
| KPP Advisory Services LLC | 16,480 | $81.7K | 0.01% | +2,295+16.2% | Added |
| NewEdge Wealth, LLC | 16,790 | $83.3K | 0.00% | −397−2.3% | Reduced |