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Energy Recovery (ERII) Institutional Ownership

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$14.23 -0.42 (-2.87%)
As of 02:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for Energy Recovery (NASDAQ:ERII)

Current
Institutional Ownership
Percentage
83.58%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$152.18M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$84.85M
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ERII Institutional Buying and Selling by Quarter

Energy Recovery Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Robeco Schweiz AG562,689$7.19M0.2%-8.2%1.032%
8/7/2025ProShare Advisors LLC10,929$140K0.0%-11.1%0.020%
8/7/2025Campbell & CO Investment Adviser LLC42,155$539K0.0%+88.5%0.077%
8/7/2025Aviva PLC37,412$478K0.0%+44.5%0.069%
8/5/2025 Montanaro Asset Management Ltd205,560$2.63M0.7%-5.1%0.377%
8/5/2025 Versor Investments LP19,000$243K0.0%N/A0.035%
8/4/2025 Pinnacle Associates Ltd.399,171$5.10M0.1%+42.7%0.732%
8/1/2025 Redmond Asset Management LLC241,956$3.09M0.7%+1.4%0.444%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd69,968$894K0.1%+2.1%0.128%
8/1/2025 Teacher Retirement System of Texas65,105$832K0.0%+140.5%0.119%
8/1/2025 Y Intercept Hong Kong Ltd79,161$1.01M0.0%+183.9%0.145%
7/30/2025 FNY Investment Advisers LLC6,316$80K0.0%N/A0.012%
7/30/2025 Conestoga Capital Advisors LLC112,420$1.44M0.0%+25.6%0.206%
7/29/2025 Nordea Investment Management AB133,592$1.72M0.0%+2.0%0.245%
7/24/2025 Trust Co. of Toledo NA OH2,879$37K0.0%N/A0.005%
7/24/2025 Inspire Investing LLC30,673$392K0.0%+38.6%0.056%
7/23/2025 KLP Kapitalforvaltning AS411,911$5.26M0.0%+33.0%0.756%
7/11/2025 Assenagon Asset Management S.A.208,171$2.66M0.0%+41.7%0.382%
7/10/2025 Wealth Enhancement Advisory Services LLC13,371$176K0.0%-14.0%0.025%
7/8/2025 Kopion Asset Management LLC302,837$3.87M2.6%N/A0.556%
6/18/2025Voya Investment Management LLC15,743$250K0.0%-10.4%0.029%
6/3/2025 Inspire Investing LLC22,124$352K0.0%-20.4%0.041%
5/29/2025Rhumbline Advisers83,125$1.32M0.0%+7.5%0.153%
5/19/2025Jane Street Group LLC122,369$1.94M0.0%+54.4%0.225%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC206,038$3.27M0.0%+10.7%0.378%
5/16/2025Goldman Sachs Group Inc.643,534$10.23M0.0%-13.9%1.181%
5/16/2025 UniSuper Management Pty Ltd215,222$3.42M0.0%-63.8%0.393%
5/16/2025Select Equity Group L.P.667,157$10.60M0.0%+403.5%1.218%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.44,929$714K0.0%+7.6%0.082%
5/16/2025Jacobs Levy Equity Management Inc.21,434$341K0.0%N/A0.039%
5/16/2025AQR Capital Management LLC13,391$213K0.0%-84.7%0.024%
5/16/2025Amundi347,235$5.19M0.0%-1.4%0.634%
5/15/2025Royal Bank of Canada16,257$258K0.0%+43.1%0.030%
5/15/2025Graham Capital Management L.P.43,881$697K0.0%+7.9%0.080%
5/15/2025Magnetar Financial LLC14,063$223K0.0%N/A0.026%
5/15/2025State of Wyoming14,864$236K0.0%-35.7%0.027%
5/15/2025Trexquant Investment LP125,959$2.00M0.0%+3.3%0.230%
5/14/2025Avenir Corp1,066,654$16.95M1.8%-5.7%1.948%
5/14/2025Alpha Wave Global LP307,621$4.89M2.2%-26.4%0.562%
5/14/2025Old West Investment Management LLC41,742$663K0.2%N/A0.076%
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5/14/2025Jump Financial LLC22,723$361K0.0%N/A0.041%
5/14/2025 AlphaQuest LLC21,152$336K0.0%N/A0.039%
5/14/2025Ameriprise Financial Inc.5,138,893$81.66M0.0%+3.7%9.385%
5/14/2025EntryPoint Capital LLC28,713$456K0.2%-27.1%0.052%
5/13/2025Algert Global LLC47,050$748K0.0%N/A0.086%
5/13/2025Raymond James Financial Inc.350,065$5.56M0.0%-10.4%0.639%
5/13/2025 Redmond Asset Management LLC238,541$3.79M1.0%+0.8%0.436%
5/13/2025American Century Companies Inc.10,222$162K0.0%N/A0.019%
5/13/2025Martin Currie Ltd.17,012$270K0.0%-7.1%0.031%
5/13/2025 Montanaro Asset Management Ltd216,700$3.44M1.0%-48.7%0.396%
5/13/2025Russell Investments Group Ltd.8,701$138K0.0%+5,662.3%0.016%
5/12/2025Nuveen LLC239,242$3.80M0.0%N/A0.437%
5/12/2025Invesco Ltd.604,078$9.60M0.0%-29.6%1.103%
5/9/2025Deutsche Bank AG295,760$4.70M0.0%-1.5%0.540%
5/9/2025Charles Schwab Investment Management Inc.471,490$7.49M0.0%-0.8%0.861%
5/9/2025Vanguard Group Inc.3,494,872$55.53M0.0%+7.5%6.383%
5/9/2025Cary Street Partners Financial LLC33,974$540K0.0%N/A0.062%
5/9/2025Raiffeisen Bank International AG245,000$3.91M0.1%+4.3%0.447%
5/8/2025XTX Topco Ltd23,568$374K0.0%N/A0.043%
5/7/2025Essex Investment Management Co. LLC179,564$2.85M0.6%-18.1%0.328%
5/7/2025Skandinaviska Enskilda Banken AB publ29,121$461K0.0%-6.9%0.053%
5/7/2025 Baillie Gifford & Co.1,099,276$17.47M0.0%-1.8%2.008%
5/6/2025Diamond Hill Capital Management Inc.1,184,674$18.82M0.1%-26.3%2.164%
5/6/2025 Pinnacle Associates Ltd.279,726$4.45M0.1%-3.8%0.511%
5/6/2025 KLP Kapitalforvaltning AS309,600$4.92M0.0%-2.5%0.565%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH23,838$379K0.0%N/A0.044%
5/6/2025 Y Intercept Hong Kong Ltd27,885$443K0.0%N/A0.051%
5/5/2025Sargent Investment Group LLC108,395$1.72M0.3%-44.7%0.198%
5/1/2025Rice Hall James & Associates LLC239,518$3.81M0.2%-0.3%0.437%
5/1/2025New York State Common Retirement Fund578,413$9.19M0.0%-0.6%1.056%
4/30/2025Robeco Schweiz AG612,689$9.74M0.2%-0.9%1.119%
4/30/2025 Stratos Wealth Partners LTD.14,449$230K0.0%-15.3%0.026%
4/28/2025 Teacher Retirement System of Texas27,074$430K0.0%N/A0.049%
4/28/2025 Clear Creek Financial Management LLC15,250$242K0.0%+5.9%0.028%
4/17/2025 Exchange Traded Concepts LLC9,835$156K0.0%-7.7%0.018%
4/15/2025 Assenagon Asset Management S.A.146,907$2.33M0.0%-2.4%0.267%
4/15/2025SG Americas Securities LLC49,969$794K0.0%-53.0%0.091%
4/10/2025 Juncture Wealth Strategies LLC11,211$178K0.1%N/A0.020%
4/8/2025Rhumbline Advisers83,125$1.32M0.0%+7.5%0.151%
3/24/2025Wellington Management Group LLP146,024$2.15M0.0%-47.3%0.266%
3/17/2025 Wealth Enhancement Advisory Services LLC16,108$237K0.0%-8.7%0.029%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC186,046$2.74M0.0%+4.5%0.321%
2/17/2025Voloridge Investment Management LLC161,104$2.37M0.0%-4.5%0.278%
2/17/2025Two Sigma Advisers LP12,212$180K0.0%-22.3%0.021%
2/17/2025Two Sigma Investments LP15,565$229K0.0%N/A0.027%
2/17/2025State of Wyoming23,131$340K0.0%+13.2%0.040%
2/17/2025Select Equity Group L.P.132,495$1.95M0.0%+9.4%0.229%
2/17/2025Silvercrest Asset Management Group LLC497,169$7.31M0.0%+45.8%0.859%
2/17/2025Raiffeisen Bank International AG235,000$3.46M0.1%N/A0.406%
2/17/2025Point72 Asset Management L.P.61,851$909K0.0%N/A0.107%
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2/17/2025ProShare Advisors LLC15,993$235K0.0%+49.1%0.028%
2/17/2025Nuveen Asset Management LLC288,693$4.24M0.0%+22.1%0.499%
2/17/2025Millennium Management LLC134,041$1.97M0.0%N/A0.232%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.41,744$614K0.0%+6.0%0.072%
2/17/2025Lazard Asset Management LLC34,341$503K0.0%N/A0.059%
2/17/2025Lagoda Investment Management L.P.190,770$2.80M1.5%-7.8%0.330%
2/17/2025Graham Capital Management L.P.40,675$598K0.0%+295.0%0.070%
2/17/2025D. E. Shaw & Co. Inc.379,418$5.58M0.0%-17.8%0.655%
2/17/2025Deutsche Bank AG300,317$4.42M0.0%+15.7%0.519%
2/17/2025Cubist Systematic Strategies LLC59,800$879K0.0%N/A0.103%
(Data available from 1/1/2016 forward)

ERII Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ERII shares?

During the previous two years, 185 institutional investors and hedge funds held shares of Energy Recovery. The most heavily invested institutionals were Ameriprise Financial Inc. ($81.66M), Brown Capital Management LLC ($61.02M), FMR LLC ($58.66M), Vanguard Group Inc. ($55.53M), FIL Ltd ($30.65M), Trigran Investments Inc. ($28.29M), and State Street Corp ($24.65M).Learn more on Energy Recovery's institutional investors.

What percentage of Energy Recovery's stock is owned by institutional investors?

83.58% of Energy Recovery's stock is owned by institutional investors. Learn more on ERII's institutional investor holdings.

Which institutional investors have been buying Energy Recovery's stock?

Of the 155 institutional investors that purchased Energy Recovery's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Capital Management LLC ($3.48M), FMR LLC ($3.09M), Ameriprise Financial Inc. ($1.16M), Baillie Gifford & Co. ($1.12M), Raymond James Financial Inc. ($781.03K), Alpha Wave Global LP ($564.46K), and Select Equity Group L.P. ($560.62K).

How much institutional buying is happening at Energy Recovery?

Institutional investors have bought a total of 10,124,712 shares in the last 24 months. This purchase volume represents approximately $154.56M in transactions.

Which of Energy Recovery's major shareholders have been selling company stock?

Of the 67 institutional investors that sold Energy Recovery's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diamond Hill Capital Management Inc. ($946.80K), Alpha Wave Global LP ($863.97K), UniSuper Management Pty Ltd ($453.90K), Brown Capital Management LLC ($312.86K), Wellington Management Group LLP ($305.39K), Montanaro Asset Management Ltd ($301.44K), and Invesco Ltd. ($254.23K).

How much institutional selling is happening at Energy Recovery?

Institutional investors have sold a total of 5,633,029 shares in the last 24 months. This volume of shares sold represents approximately $86.54M in transactions.


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This page (NASDAQ:ERII) was last updated on 8/8/2025 by MarketBeat.com Staff
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