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 6 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 |
|---|---|---|---|---|---|
| Innovative Asset Advisors Group, LLC | 22,500 | $111.6K | 0.06% | +22,500 | New |
| CIBC Bancorp USA Inc. | 22,372 | $111.0K | 0.00% | +22,372 | New |
| Virginia Retirement Systems Et Al | 21,800 | $108.1K | 0.00% | +6,900+46.3% | Added |
| Envestnet Asset Management Inc | 21,535 | $106.8K | 0.00% | +1,086+5.3% | Added |
| Capital Square, LLC | 13,740 | $105.4K | 0.05% | +634+4.8% | Added |
| Swiss Life Asset Management Ltd | 20,629 | $102.3K | 0.00% | +5,833+39.4% | Added |
| Staley Capital Advisers Inc | 20,000 | $99.2K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 20,000 | $99.2K | 0.00% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 19,700 | $97.7K | 0.02% | +19,700 | New |
| Man Group plc | 18,859 | $93.5K | 0.00% | +18,859 | New |
| MAI Capital Management | 18,328 | $90.9K | 0.00% | +10,913+147.2% | Added |
| Dimensional Fund Advisors LP | 18,305 | $90.8K | 0.00% | +7,126+63.7% | Added |
| Souders Financial Advisors | 18,087 | $89.7K | 0.01% | −44,420−71.1% | Reduced |
| WESPAC Advisors, LLC | 17,978 | $89.2K | 0.05% | +1,000+5.9% | Added |
| Change Path, LLC | 17,699 | $87.8K | 0.00% | +6,699+60.9% | Added |
| Neuberger Berman Group LLC | 17,164 | $85.1K | 0.00% | +1,318+8.3% | Added |
| Elevatus Welath Management | 17,087 | $84.8K | 0.04% | −45,006−72.5% | Reduced |
| Apella Capital, LLC | 11,693 | $83.7K | 0.00% | +1,571+15.5% | Added |
| NewEdge Wealth, LLC | 16,790 | $83.3K | 0.00% | −397−2.3% | Reduced |
| KPP Advisory Services LLC | 16,480 | $81.7K | 0.01% | +2,295+16.2% | Added |
| Embree Financial Group | 16,100 | $79.9K | 0.01% | +4,100+34.2% | Added |
| Net Worth Advisory Group | 16,069 | $79.7K | 0.02% | +16,069 | New |
| Allspring Global Investments Holdings, LLC | 15,925 | $79.5K | 0.00% | +1,371+9.4% | Added |
| Hanson & Doremus Investment Management | 15,500 | $77.0K | 0.01% | +15,500 | New |
| Wealthfront Advisers LLC | 15,339 | $76.1K | 0.00% | −15,708−50.6% | Reduced |
| Teamwork Financial Advisors, LLC | 15,101 | $74.9K | 0.01% | +15,101 | New |
| Ledgewood Wealth Advisors, LLC | 15,000 | $74.4K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 14,630 | $72.6K | 0.01% | +2,080+16.6% | Added |
| Prospera Financial Services Inc | 14,220 | $70.5K | 0.00% | +14,220 | New |
| Integrity Advisory Solutions, LLC | 13,567 | $67.3K | 0.01% | −2,897−17.6% | Reduced |
| Empowered Funds, LLC | 13,403 | $66.5K | 0.00% | +13,403 | New |
| MONECO Advisors, LLC | 13,300 | $66.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,268 | $65.8K | 0.01% | +53+0.4% | Added |
| Truist Financial Corp | 13,008 | $64.5K | 0.00% | +431+3.4% | Added |
| Rockefeller Capital Management L.P. | 13,001 | $64.5K | 0.00% | −3,264−20.1% | Reduced |
| SBI Securities Co., Ltd. | 12,785 | $63.4K | 0.00% | −13,556−51.5% | Reduced |
| RSM US Wealth Management LLC | 12,308 | $61.0K | 0.00% | +12,308 | New |
| Gainplan LLC | 12,261 | $60.8K | 0.05% | −15,470−55.8% | Reduced |
| Inscription Capital, LLC | 12,250 | $60.8K | 0.01% | +12,250 | New |
| State Board of Administration of Florida Retirement System | 12,008 | $59.6K | 0.00% | +12,008 | New |
| Abel Hall, LLC | 11,347 | $56.3K | 0.01% | +11,347 | New |
| Laurel Oak Wealth Management, LLC | 11,042 | $54.8K | 0.01% | +11,042 | New |
| Lodestone Wealth Management LLC | 10,346 | $51.3K | 0.02% | +4,438+75.1% | Added |
| Pinnacle Associates Ltd | 10,255 | $50.9K | 0.00% | +10,255 | New |
| Resurgent Financial Advisors LLC | 10,150 | $50.3K | 0.02% | +10,150 | New |
| First American Trust, FSB | 10,111 | $50.2K | 0.00% | +10,111 | New |
| KBC Group NV | 10,014 | $50.0K | 0.00% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 10,000 | $49.6K | 0.01% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 9,577 | $47.5K | 0.00% | +7,053+279.4% | Added |
| Jefferies Financial Group Inc. | 8,023 | $39.8K | 0.00% | +8,023 | New |
| Hollencrest Capital Management | 7,735 | $38.4K | 0.00% | −5,265−40.5% | Reduced |
| CWM, LLC | 7,184 | $35.6K | 0.00% | +4,009+126.3% | Added |
| DecisionPoint Financial, LLC | 6,906 | $34.3K | 0.01% | +6,906 | New |
| Stance Capital LLC | 6,171 | $30.6K | 0.01% | +6,171 | New |
| Farther Finance Advisors, LLC | 5,424 | $27.1K | 0.00% | +1,528+39.2% | Added |
| Parallel Advisors, LLC | 5,444 | $27.0K | 0.00% | −726−11.8% | Reduced |
| Copia Wealth Management | 5,235 | $26.0K | 0.02% | +427+8.9% | Added |
| Bessemer Group Inc | 5,044 | $25.0K | 0.00% | −64−1.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,600 | $22.8K | 0.01% | +1,900+70.4% | Added |
| WealthCollab, LLC | 4,538 | $22.5K | 0.01% | −1,535−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,377 | $21.7K | 0.00% | +672+18.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,060 | $15.1K | 0.00% | −1,125−26.9% | Reduced |
| Strategic Investment Solutions, Inc. | 2,940 | $14.6K | 0.00% | +1,000+51.5% | Added |
| Walleye Capital LLC | 2,845 | $14.1K | 0.00% | −819,917−99.7% | Reduced |
| Hantz Financial Services, Inc. | 2,799 | $14.0K | 0.00% | +2,799 | New |
| Legacy Bridge, LLC | 2,800 | $13.9K | 0.01% | +1,500+115.4% | Added |
| Kemnay Advisory Services Inc. | 2,762 | $13.7K | 0.00% | +1,989+257.3% | Added |
| Nisa Investment Advisors, LLC | 2,643 | $13.1K | 0.00% | −229−8.0% | Reduced |
| GAMMA Investing LLC | 2,455 | $12.2K | 0.00% | −815−24.9% | Reduced |
| Bank of Montreal | 2,400 | $11.9K | 0.00% | −387,317−99.4% | Reduced |
| Advisors Asset Management, Inc. | 2,390 | $11.9K | 0.00% | +2,390 | New |
| Sterling Capital Management LLC | 2,001 | $9.93K | 0.00% | −16−0.8% | Reduced |
| Parkside Financial Bank & Trust | 1,585 | $7.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,440 | $7.14K | 0.00% | +314+27.9% | Added |
| EverSource Wealth Advisors, LLC | 1,291 | $6.40K | 0.00% | +496+62.4% | Added |
| IFP Advisors, Inc | 1,059 | $5.25K | 0.00% | +4+0.4% | Added |
| Anchor Investment Management, LLC | 820 | $4.07K | 0.00% | +370+82.2% | Added |
| Basecamp Wealth Advisors LLC | 792 | $3.93K | 0.00% | +792 | New |
| US Bancorp | 791 | $3.92K | 0.00% | −3,072−79.5% | Reduced |
| West Branch Capital LLC | 722 | $3.58K | 0.00% | +722 | New |
| Larson Financial Group LLC | 685 | $3.40K | 0.00% | −108−13.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 610 | $3.03K | 0.00% | +610 | New |
| Strive Financial Group ,LLC | 575 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 523 | $2.59K | 0.00% | +78+17.5% | Added |
| MCF Advisors LLC | 501 | $2.48K | 0.00% | −999−66.6% | Reduced |
| Westside Investment Management, Inc. | 500 | $2.48K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 336 | $1.67K | 0.00% | +106+46.1% | Added |
| Fortitude Family Office, LLC | 335 | $1.66K | 0.00% | +169+101.8% | Added |
| Elequin Capital LP | 330 | $1.64K | 0.00% | −393−54.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 300 | $1.49K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 244 | $1.07K | 0.00% | +244 | New |
| Cornerstone Financial Management LLC | 211 | $1.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $844 | 0.00% | +15+9.7% | Added |
| Assetmark, Inc | 130 | $645 | 0.00% | +130 | New |
| CVA Family Office, LLC | 124 | $615 | 0.00% | +124 | New |
| Harbour Investments, Inc. | 120 | $595 | 0.00% | +120 | New |
| Vision Financial Markets LLC | 100 | $496 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $477 | 0.00% | +30+45.5% | Added |
| Essential Partners LLC | 70 | $347 | 0.00% | +70 | New |
| Keating Financial Advisory Services, Inc. | 57 | $283 | 0.00% | +10+21.3% | Added |