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Energy Recovery (ERII) Institutional Ownership

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$8.35 +0.53 (+6.78%)
Closing price 04:00 PM Eastern
Extended Trading
$8.51 +0.16 (+1.86%)
As of 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
93
Total
Institutional Inflows
(last 12 months)
$191.43M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$97.93M
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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
8/14/2026Hsbc Holdings PLC78,741$702K0.0%N/A0.153%
8/14/2026Legal & General Group Plc2,059,764$18.58M0.0%N/A3.996%
8/14/2026The Manufacturers Life Insurance Company 14,588$132K0.0%N/A0.028%
8/14/2026 Cullen Capital Management LLC18,459$166K0.0%N/A0.036%
8/12/2026 Quantbot Technologies LP3,618$33K0.0%N/A0.007%
8/10/2026 Great Lakes Advisors LLC24,168$218K0.0%N/A0.047%
8/7/2026 BlackRock Inc.6,344,252$57.23M0.0%N/A12.309%
8/7/2026 Deutsche Bank AG68,525$618K0.0%N/A0.133%
8/7/2026 Rice Hall James & Associates LLC124,629$1.12M0.1%N/A0.242%
8/7/2026 Beverly Hills Private Wealth LLC15,100$136K0.0%N/A0.029%
8/7/2026 Old West Investment Management LLC76,930$694K0.1%N/A0.149%
8/6/2026 Bank of New York Mellon Corp155,092$1.40M0.0%N/A0.301%
8/6/2026 S&CO Inc.13,000$117K0.0%N/A0.025%
8/6/2026 GSA Capital Partners LLP119,526$1.08M0.1%N/A0.232%
7/7/2026 Kopion Asset Management LLC639,545$5.77M3.6%+26.2%1.241%
5/19/2026Bank of America Corp DE58,768$592K0.0%+10.2%0.114%
5/18/2026 Amundi3,740,309$37.65M0.0%+31.2%7.257%
5/16/2026The Manufacturers Life Insurance Company 14,132$142K0.0%-10.3%0.027%
5/16/2026 Quantinno Capital Management LP12,331$124K0.0%-73.6%0.024%
5/16/2026Lazard Asset Management LLC67,429$679K0.0%+54.7%0.131%
5/15/2026 Rice Hall James & Associates LLC120,522$1.21M0.1%-1.2%0.234%
5/14/2026 Renaissance Technologies LLC144,265$1.45M0.0%+40.1%0.280%
5/14/2026 Arrowstreet Capital Limited Partnership514,102$5.18M0.0%+47.7%0.997%
5/14/2026Caxton Associates LLP25,731$259K0.0%+37.2%0.050%
5/14/2026Sei Investments Co.51,837$522K0.0%N/A0.101%
5/14/2026Group One Trading LLC4,031$41K0.0%N/A0.008%
5/14/2026 State of Wyoming14,004$141K0.0%-21.9%0.027%
5/7/2026 Dimensional Fund Advisors LP877,431$8.84M0.0%-7.6%1.687%
5/7/2026 KBC Group NV56,597$570K0.0%-33.0%0.109%
5/7/2026 S&CO Inc.13,000$130K0.0%+8.3%0.025%
5/5/2026 D.A. Davidson & CO.17,685$178K0.0%-8.0%0.034%
5/5/2026 Bank of New York Mellon Corp148,769$1.50M0.0%-3.9%0.286%
5/4/2026 Principal Financial Group Inc.68,682$692K0.0%+9.0%0.132%
4/30/2026Hsbc Holdings PLC110,812$1.10M0.0%+70.3%0.213%
4/30/2026 Isthmus Partners LLC153,262$1.54M0.2%+38.0%0.295%
4/23/2026 Inspire Investing LLC52,030$524K0.0%+47.2%0.098%
4/16/2026 SG Americas Securities LLC364,337$3.67M0.0%+124.7%0.690%
3/20/2026Hsbc Holdings PLC65,056$874K0.0%+106.5%0.123%
3/10/2026 Montanaro Asset Management Ltd128,160$1.73M0.5%-37.7%0.243%
2/26/2026 Aristides Capital LLC13,516$182K0.0%N/A0.026%
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2/19/2026Invesco Ltd.746,036$10.06M0.0%+15.8%1.408%
2/18/2026 Mercer Global Advisors Inc. ADV38,950$525K0.0%+52.8%0.074%
2/18/2026XTX Topco Ltd28,889$390K0.0%N/A0.055%
2/18/2026Wellington Management Group LLP300,618$4.06M0.0%-0.6%0.568%
2/18/2026 Old West Investment Management LLC49,944$674K0.1%+14.6%0.094%
2/18/2026Millennium Management LLC194,532$2.62M0.0%+51.9%0.367%
2/18/2026 Inspire Investing LLC35,339$477K0.0%+17.6%0.067%
2/18/2026Engineers Gate Manager LP38,412$518K0.0%-50.8%0.073%
2/17/2026 Brown Capital Management LLC764,793$10.32M0.8%-52.3%1.444%
2/17/2026AQR Capital Management LLC16,177$218K0.0%-37.1%0.031%
2/17/2026Lazard Asset Management LLC43,591$588K0.0%-70.1%0.082%
2/17/2026 ArrowMark Colorado Holdings LLC377,000$5.09M0.1%N/A0.712%
2/17/2026 Amundi2,851,691$38.46M0.0%+323.6%5.384%
2/17/2026 FIL Ltd1,993,506$26.89M0.0%-2.3%3.763%
2/17/2026Price T Rowe Associates Inc. MD53,701$725K0.0%+12.1%0.101%
2/17/2026California State Teachers Retirement System49,008$661K0.0%-7.7%0.093%
2/17/2026 Russell Investments Group Ltd.36,225$489K0.0%+6.0%0.068%
2/17/2026State of Wisconsin Investment Board113,666$1.53M0.0%-16.6%0.215%
2/17/2026Royal Bank of Canada5,781$79K0.0%-57.8%0.011%
2/17/2026 Rice Hall James & Associates LLC121,998$1.65M0.1%-18.3%0.230%
2/16/2026Verition Fund Management LLC39,786$537K0.0%-1.8%0.075%
2/16/2026 Sargent Investment Group LLC30,990$418K0.1%-29.0%0.059%
2/16/2026Barclays PLC97,060$1.31M0.0%+6.9%0.183%
2/13/2026 Marshall Wace LLP109,390$1.48M0.0%-54.3%0.207%
2/13/2026The Manufacturers Life Insurance Company 15,753$213K0.0%-12.7%0.030%
2/13/2026 Avenir Corp969,580$13.08M1.4%-5.5%1.830%
2/13/2026 CANADA LIFE ASSURANCE Co5,073$68K0.0%-86.5%0.010%
2/13/2026 Alpha Wave Global LP265,121$3.58M0.4%-49.8%0.501%
2/13/2026Jacobs Levy Equity Management Inc.426,733$5.76M0.0%+20.1%0.806%
2/13/2026 Essex Investment Management Co. LLC135,100$1.82M0.3%-2.0%0.255%
2/13/2026Charles Schwab Investment Management Inc.444,590$6.00M0.0%-1.0%0.839%
2/13/2026 Police & Firemen s Retirement System of New Jersey13,301$179K0.0%-13.4%0.025%
2/13/2026 State Street Corp1,764,522$23.80M0.0%+22.6%3.331%
2/13/2026Van ECK Associates Corp27,295$368K0.0%-77.9%0.052%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC159,654$2.15M0.0%-5.3%0.301%
2/13/2026Wells Fargo & Company MN68,500$924K0.0%+38.8%0.129%
2/12/2026MetLife Investment Management LLC24,668$333K0.0%-18.5%0.047%
2/12/2026 Aristides Capital LLC13,516$182K0.0%N/A0.026%
2/12/2026 State Board of Administration of Florida Retirement System18,191$245K0.0%+14.3%0.034%
2/12/2026 Renaissance Technologies LLC102,985$1.39M0.0%+85.2%0.194%
2/12/2026 Dimensional Fund Advisors LP949,489$12.81M0.0%+2.6%1.793%
2/12/2026 EntryPoint Capital LLC29,024$392K0.2%N/A0.055%
2/12/2026 Skandinaviska Enskilda Banken AB publ 35,385$477K0.0%-3.4%0.067%
2/12/2026 Campbell & CO Investment Adviser LLC81,604$1.10M0.1%+67.4%0.154%
2/12/2026 Bank of Montreal Can33,585$453K0.0%-8.7%0.063%
2/12/2026 Raiffeisen Bank International AG300,000$4.04M0.1%+3.4%0.566%
2/12/2026 Great Lakes Advisors LLC29,704$401K0.0%+106.8%0.056%
2/12/2026Aviva PLC33,974$458K0.0%+4.9%0.064%
2/12/2026 Nuveen LLC164,658$2.22M0.0%-4.2%0.311%
2/11/2026 Inceptionr LLC23,549$318K0.1%+29.8%0.044%
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2/11/2026 Deutsche Bank AG171,306$2.31M0.0%-25.2%0.323%
2/11/2026 Parallel Advisors LLC2,796$38K0.0%N/A0.005%
2/11/2026 State of Wyoming17,926$242K0.0%-16.9%0.034%
2/10/2026Goldman Sachs Group Inc.607,176$8.19M0.0%+9.5%1.146%
2/10/2026 Jupiter Asset Management Ltd.122,129$1.65M0.0%-24.8%0.231%
2/9/2026Redmond Asset Management LLC226,335$3.05M0.8%-1.5%0.427%
2/9/2026 Geode Capital Management LLC1,260,894$17.01M0.0%-2.4%2.380%
2/9/2026Royce & Associates LP332,247$4.48M0.0%+4.6%0.627%
2/9/2026 Cary Street Partners Financial LLC54,749$739K0.0%+3.7%0.103%
2/9/2026Legal & General Group Plc1,343,847$18.13M0.0%+2.8%2.537%


ERII Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 institutional investors and hedge funds held shares of Energy Recovery. The most heavily invested institutionals were Ameriprise Financial Inc. ($76.58M), FMR LLC ($58.66M), BlackRock Inc. ($57.23M), Vanguard Group Inc. ($51.97M), Amundi ($37.65M), FIL Ltd ($26.89M), and State Street Corp ($23.80M).Learn more on Energy Recovery's institutional investors.

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

Of the 164 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: BlackRock Inc. ($6.34M), Amundi ($3.39M), Legal & General Group Plc ($2.53M), Ameriprise Financial Inc. ($1.43M), Baillie Gifford & Co. ($1.12M), Alpha Wave Global LP ($971.16K), and Raymond James Financial Inc. ($781.03K).

Institutional investors have bought a total of 17,282,854 shares in the last 24 months. This purchase volume represents approximately $190.72M in transactions.

Of the 69 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: Brown Capital Management LLC ($1.71M), KBC Group NV ($1.17M), New York State Common Retirement Fund ($561.64K), Alpha Wave Global LP ($449.20K), Ameriprise Financial Inc. ($434.75K), Invesco Ltd. ($217.28K), and Diamond Hill Capital Management Inc. ($166.26K).

Institutional investors have sold a total of 6,808,357 shares in the last 24 months. This volume of shares sold represents approximately $97.93M in transactions.


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Institutional ownership data for NASDAQ:ERII is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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