EOSE — EOS ENERGY ENTERPRISES INC
As of Q2 2026, 33 SEC-registered investment managers reported holding EOSE (EOS ENERGY ENTERPRISES INC) in their latest 13F filings, with a combined reported value of $610.51M across 104.30M shares. That is +0.4% by share count (+387.19K shares) versus the previous quarter, while reported value moved +19.6%. Ownership is concentrated: the five largest holders account for 71.5% of reported value and the top ten for 87.1%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EOSE is classified in the Miscellaneous sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 18.62M | $213.35M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 27.13M | $159.53M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 19.15M | $112.63M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 13.71M | $80.61M | 0.06% | Reduce |
| Geode Capital Management history | Q2 2026 | 8.89M | $52.31M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 5.31M | $31.25M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 3.91M | $22.98M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 3.90M | $22.93M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 2.91M | $17.09M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 2.83M | $16.65M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 2.70M | $15.87M | 0.02% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 2.50M | $14.72M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.59M | $9.37M | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 1.85M | $9.15M | 0.01% | New |
| Millennium Management history | Q2 2026 | 1.42M | $8.37M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.27M | $7.50M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 1.16M | $6.79M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 940.51K | $5.53M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 833.56K | $4.90M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 787.44K | $4.63M | 0.00% | Add |
New Positions (Q2 2026)
- Bridgewater Associates 633.12K sh · $3.72M
- Franklin Resources 11.20K sh · $65.88K
- JPMorgan Chase & Co 6.80K sh · $41.41K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 1.85M sh · $9.15M
- Janus Henderson Group sold 140.96K sh · $697.03K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.48M | 4.60M | 4.31M | 16.10M | 18.41M | 23.43M | 24.08M | 27.13M |
| Citadel Advisors | 170.50K | 127.50K | 111.88K | 330.09K | 201.67K | 91.98K | 768.35K | 1.33M | 1.65M | 745.31K | 805.00K | 1.07M | 1.58M | 2.11M | 3.14M | 5.83M | 12.83M | 17.91M | 17.95M | 19.15M |
| Two Sigma Investments | — | 12.72K | — | 11.30K | — | — | — | — | — | — | — | — | — | — | 78.39K | 1.36M | 2.48M | 6.25M | 15.00M | 13.71M |
| Geode Capital Management | 696.95K | 696.22K | 616.88K | 418.08K | 553.38K | 635.63K | 786.69K | 2.21M | 2.32M | 2.72M | 3.58M | 2.09M | 2.47M | 2.51M | 2.69M | 5.41M | 6.21M | 7.21M | 7.81M | 8.89M |
| Morgan Stanley | 25.98K | 30.33K | 16.70K | 346.82K | 45.74K | 22.01K | 324.64K | 2.93M | 262.98K | 743.66K | 599.57K | 671.11K | 530.96K | 1.21M | 1.46M | 4.25M | 4.30M | 3.27M | 2.96M | 5.31M |
| UBS Group AG | 80.40K | 39.29K | 11.35K | 85.80K | 1.08K | 27.70K | 248.29K | 10.20K | 3.43K | 132.26K | 292.50K | 72.88K | 47.74K | 3.31M | 1.98M | 5.90M | 3.28M | 861.33K | 1.90M | 3.91M |
| Legal & General Investment Management America | 2.25M | 2.90M | 3.10M | — | 1.22K | — | — | 8.22M | 8.03M | 8.93M | 7.57M | 7.83K | 7.83K | 4.80M | 4.42M | 2.24M | 2.27M | 1.07M | 1.05M | 3.90M |
| Northern Trust Corp | 384.84K | 392.17K | 381.76K | 66.28K | 78.80K | 139.62K | 132.41K | 937.43K | 932.59K | 1.01M | 1.29M | 1.23M | 449.08K | 520.68K | 552.39K | 1.80M | 2.10M | 2.36M | 2.49M | 2.91M |
| Charles Schwab Investment Management | 283.65K | 293.96K | 280.92K | 185.66K | 26.74K | 26.74K | 26.74K | 297.06K | 295.06K | 295.06K | 397.91K | 166.11K | 118.28K | 118.33K | 118.33K | 678.80K | 2.16M | 2.46M | 2.63M | 2.83M |
| Point72 Asset Management | — | — | — | — | 3.19M | 5.54M | 4.49M | 3.30M | 1.93M | 3.15M | 2.41M | 530.26K | — | — | — | 273.70K | 802.80K | 987.29K | 3.13M | 2.70M |
| D. E. Shaw & Co | — | 13.71K | 108.37K | — | — | — | — | — | — | — | — | — | — | — | — | 1.59M | 2.16M | 5.36M | 3.09M | 2.50M |
| Invesco Ltd | 2.18M | 2.76M | 4.00M | 3.71M | 2.89M | — | — | 2.53M | 3.13M | 5.95M | 4.51M | — | 2.61M | 1.45M | 1.20M | 1.19M | 1.10M | 1.18M | 1.65M | 1.59M |
| Millennium Management | 24.37K | — | 1.40M | 671.93K | 27.36K | 101.04K | 74.89K | 500.00K | 47.24K | 118.66K | 54.14K | 3.16M | 1.59M | 1.63M | 2.52M | 1.42M | 738.09K | 1.89M | 2.99M | 1.42M |
| Bank of America Corp | 19.65K | 52.02K | 249.37K | 138.71K | 230.22K | 8.06K | 127.19K | 34.69K | 69.36K | 150.45K | 83.19K | 67.83K | 80.40K | 213.26K | 382.38K | 2.20M | 3.07M | 659.80K | 1.25M | 1.27M |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 506.57K | 200.69K | 1.16M |
| BNY Mellon | 109.56K | 124.25K | 124.44K | 118.42K | 197.90K | 283.11K | 307.42K | 567.38K | 561.53K | 359.82K | 386.77K | 27.75K | 18.98K | 48.37K | 62.49K | 567.87K | 707.72K | 895.83K | 879.52K | 940.51K |
| Goldman Sachs Group | 69.36K | 92.89K | 123.77K | 183.43K | 141.27K | 220.04K | 104.45K | 151.29K | 63.67K | 72.91K | 119.99K | 1.23M | 819.95K | 2.85M | 3.90M | 5.07M | 3.07M | 1.37M | 2.73M | 833.56K |
| Fidelity Management & Research (FMR) | — | — | 1.49K | 1.64K | 1.64K | 29.34K | 31.24K | 31.93K | 32.82K | 31.05K | 24.08K | 34.95K | 58.65K | 58.72K | 60.83K | 60.39K | 192.07K | 1.68M | 569.68K | 787.44K |
| Bridgewater Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 633.12K |
| Wells Fargo & Co | 27.99K | 59.06K | 90.99K | 104.60K | 150.24K | 222.47K | 245.82K | 323.21K | 42.59K | 91.38K | 134.35K | 49.90K | 59.90K | 62.08K | 90.26K | 216.35K | 289.56K | 500.18K | 286.60K | 481.77K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details