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Institutional Ownership · SEC Form 13F

Who owns Eos Energy Enterprises, Inc. (EOSE)


Which tracked institutional funds hold EOSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EOSE company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

315
Institutional holders
208M
Shares held (tracked funds)
61.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on EOSE is one-sided between 2025-Q4 and 2026-Q1: 37 added or opened and 143 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EOSE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EOSE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EOSE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 314 tracked filers holding EOSE, 207 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EOSE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • VANGUARD CAPITAL MANAGEMENT LLC$74M
  • Crystal Cove Asset Management, LLC$21M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$14M
  • Marex Group plc$14M
  • VANGUARD FIDUCIARY TRUST CO$11M
  • RENAISSANCE TECHNOLOGIES LLC$9M

Full exits 29

  • VANGUARD GROUP INC$185M
  • Rubric Capital Management LP$74M
  • TWO SIGMA ADVISERS, LP$37M
  • VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$22M
  • NewEdge Advisors, LLC$21M
  • Graham Capital Management, L.P.$21M

Largest adds

  • MARSHALL WACE, LLP$31M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$15M
  • Point72 Asset Management, L.P.$13M
  • TUDOR INVESTMENT CORP ET AL$9M
  • TWO SIGMA INVESTMENTS, LP$8M
  • Quantinno Capital Management LP$5M

Largest trims

  • BlackRock, Inc.$149M
  • Driehaus Capital Management LLC$90M
  • STATE STREET CORP$48M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$44M
  • GEODE CAPITAL MANAGEMENT, LLC$44M
  • Electron Capital Partners, LLC$43M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added24,083,779$119M8.5%2026-Q1
Driehaus Capital Management LLC added14,869,170$74M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new14,835,437$74M5.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added14,074,001$70M5.0%2026-Q1
STATE STREET CORP added8,017,930$40M2.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added7,812,894$39M2.8%2026-Q1
MARSHALL WACE, LLP added6,611,495$33M2.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,350,481$31M2.2%2026-Q1
CITADEL ADVISORS LLC added6,100,772$30M2.2%2026-Q1
Electron Capital Partners, LLC trimmed5,379,661$27M1.9%2026-Q1
Crystal Cove Asset Management, LLC new4,298,487$21M1.5%2026-Q1
STIFEL FINANCIAL CORP trimmed4,138,555$21M1.5%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added3,444,846$17M1.2%2026-Q1
Point72 Asset Management, L.P. added3,134,700$16M1.1%2026-Q1
GROUP ONE TRADING LLC added3,007,414$15M1.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,987,574$15M1.1%2026-Q1
MORGAN STANLEY trimmed2,960,784$15M1.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,842,808$14M1.0%2026-Q1
Marex Group plc added2,759,960$14M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added2,725,293$14M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,631,071$13M0.9%2026-Q1
NORTHERN TRUST CORP added2,489,945$12M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,241,141$11M0.8%2026-Q1
TUDOR INVESTMENT CORP ET AL added2,165,101$11M0.8%2026-Q1
UBS Group AG added1,897,473$9M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,845,231$9M0.7%2026-Q1
Polar Capital Holdings Plc added1,690,000$8M0.6%2026-Q1
Qube Research & Technologies Ltd added1,607,820$8M0.6%2026-Q1
FIRST TRUST ADVISORS LP added1,537,606$8M0.5%2026-Q1
Invesco Ltd. added1,471,887$7M0.5%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added1,434,592$7M0.5%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added1,368,501$7M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added1,247,548$6M0.4%2026-Q1
BARINGS LLC1,204,430$6M0.4%2026-Q1
DNB Asset Management AS added1,191,468$6M0.4%2026-Q1
Walleye Trading LLC added1,188,056$6M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,117,889$6M0.4%2026-Q1
Quantinno Capital Management LP added1,078,070$5M0.4%2026-Q1
Legal & General Group Plc trimmed1,045,699$5M0.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,033,456$5M0.4%2026-Q1
Baker Avenue Asset Management, LP trimmed1,003,090$5M0.4%2026-Q1
SIMPLEX TRADING, LLC trimmed984,329$5M0.3%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added933,778$5M0.3%2026-Q1
Bank of New York Mellon Corp trimmed879,520$4M0.3%2026-Q1
IMC-Chicago, LLC added828,916$4M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added355,000$4M0.3%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added855,423$4M0.3%2026-Q1
Baird Financial Group, Inc. added789,141$4M0.3%2026-Q1
Nuveen, LLC trimmed735,219$4M0.3%2026-Q1
Arosa Capital Management LP added726,033$4M0.3%2026-Q1
Alyeska Investment Group, L.P. added694,968$3M0.2%2026-Q1
LPL Financial LLC added666,967$3M0.2%2026-Q1
ALGERT GLOBAL LLC added660,740$3M0.2%2026-Q1
Swiss National Bank639,000$3M0.2%2026-Q1
BARCLAYS PLC trimmed576,107$3M0.2%2026-Q1
Shay Capital LLC added574,535$3M0.2%2026-Q1
FMR LLC trimmed569,681$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed530,129$3M0.2%2026-Q1
ALPS ADVISORS INC added512,045$3M0.2%2026-Q1
XTX Topco Ltd added478,415$2M0.2%2026-Q1
Squarepoint Ops LLC added463,209$2M0.2%2026-Q1
&PARTNERS added443,412$2M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed421,165$2M0.1%2026-Q1
JPMORGAN CHASE & CO added452,435$2M0.1%2026-Q1
CITIGROUP INC added386,873$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added376,101$2M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added371,796$2M0.1%2026-Q1
RHUMBLINE ADVISERS added365,531$2M0.1%2026-Q1
Kestra Advisory Services, LLC added351,395$2M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added313,807$2M0.1%2026-Q1
ARDSLEY ADVISORY PARTNERS LP trimmed300,000$1M0.1%2026-Q1
Jump Financial, LLC trimmed289,085$1M0.1%2026-Q1
VANGUARD GROUP INC added16,175,487$185M13.2%2025-Q4 stale
Rubric Capital Management LP trimmed6,500,000$74M5.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP added3,211,785$37M2.6%2025-Q4 stale
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new1,948,500$22M1.6%2025-Q4 stale
NewEdge Advisors, LLC trimmed1,865,543$21M1.5%2025-Q4 stale
Graham Capital Management, L.P. new1,791,515$21M1.5%2025-Q4 stale
BRIGHTLINE CAPITAL MANAGEMENT, LLC added1,754,000$20M1.4%2025-Q3 stale
Zweig-DiMenna Associates LLC trimmed993,988$11M0.8%2025-Q4 stale
AMERICAN FINANCIAL GROUP INC trimmed971,928$11M0.8%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added506,734$6M0.4%2025-Q3 stale
ExodusPoint Capital Management, LP added381,819$4M0.3%2025-Q4 stale
PARK AVENUE SECURITIES LLC new375,870$4M0.3%2025-Q4 stale
EVR Research LP added760,000$4M0.3%2025-Q2 stale
J. Goldman & Co LP new720,360$4M0.3%2025-Q2 stale
Copperleaf Capital, LLC320,200$4M0.3%2025-Q3 stale
Trexquant Investment LP new259,234$3M0.2%2025-Q3 stale
BI Asset Management Fondsmaeglerselskab A/S new257,219$3M0.2%2025-Q4 stale
Counterpoint Mutual Funds LLC added254,192$3M0.2%2025-Q4 stale
MIRAE ASSET SECURITIES (USA) INC. new255,206$3M0.2%2025-Q3 stale
Empery Asset Management, LP new249,726$3M0.2%2025-Q4 stale
Aquatic Capital Management LLC added244,234$3M0.2%2025-Q3 stale
Erste Asset Management GmbH new235,000$3M0.2%2025-Q3 stale
CoreCommodity Management, LLC trimmed161,649$2M0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC added486,898$2M0.1%2025-Q1 stale
SABBY MANAGEMENT, LLC trimmed342,303$2M0.1%2025-Q2 stale
UDINE WEALTH MANAGEMENT, INC. trimmed151,006$2M0.1%2025-Q4 stale
NATIXIS ADVISORS, LLC new144,586$2M0.1%2025-Q4 stale
CAXTON ASSOCIATES LLP trimmed144,541$2M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership