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Energy Recovery (ERII) Institutional Ownership

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$6.85 -0.01 (-0.15%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$6.91 +0.06 (+0.85%)
As of 08:08 AM 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)
92
Total
Institutional Inflows
(last 12 months)
$193.29M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$97.23M
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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
10/9/2026Kopion Asset Management LLC1,018,133$6.79M4.5%+59.2%1.975%
10/2/2026 Versant Capital Management Inc5,252$35K0.0%+737.6%0.010%
9/9/2026Engineers Gate Manager LP21,100$190K0.0%N/A0.041%
9/9/2026NewEdge Advisors LLC57,456$518K0.0%N/A0.111%
9/9/2026Squarepoint Ops LLC125,140$1.13M0.0%+198.8%0.243%
8/27/2026Corient Private Wealth LP33,464$302K0.0%N/A0.065%
8/26/2026Amundi4,003,535$36.09M0.0%+7.0%7.767%
8/26/2026HighTower Advisors LLC38,434$347K0.0%-16.4%0.075%
8/22/2026Raiffeisen Bank International AG460,000$4.05M0.0%+31.4%0.893%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC169,005$1.52M0.0%+2.0%0.328%
8/19/2026Hsbc Holdings PLC78,741$702K0.0%-28.9%0.153%
8/17/2026Corient Private Wealth LP33,307$300K0.0%N/A0.065%
8/17/2026Bank of America Corp DE116,322$1.05M0.0%N/A0.226%
8/15/2026Jupiter Topco LLC24,175$218K0.0%N/A0.047%
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 Company14,588$132K0.0%N/A0.028%
8/14/2026Cullen Capital Management LLC18,459$166K0.0%N/A0.036%
8/12/2026Quantbot Technologies LP3,618$33K0.0%N/A0.007%
8/10/2026Great Lakes Advisors LLC24,168$218K0.0%N/A0.047%
8/7/2026BlackRock Inc.6,344,252$57.23M0.0%N/A12.309%
8/7/2026Deutsche Bank AG68,525$618K0.0%N/A0.133%
8/7/2026Rice Hall James & Associates LLC124,629$1.12M0.1%N/A0.242%
8/7/2026Beverly Hills Private Wealth LLC15,100$136K0.0%N/A0.029%
8/7/2026Old West Investment Management LLC76,930$694K0.1%N/A0.149%
8/6/2026Bank of New York Mellon Corp155,092$1.40M0.0%N/A0.301%
8/6/2026S&CO Inc.13,000$117K0.0%N/A0.025%
8/6/2026GSA Capital Partners LLP119,526$1.08M0.1%N/A0.232%
7/7/2026Kopion 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%
5/18/2026Amundi3,740,309$37.65M0.0%+31.2%7.257%
5/16/2026The Manufacturers Life Insurance Company14,132$142K0.0%-10.3%0.027%
5/16/2026Quantinno Capital Management LP12,331$124K0.0%-73.6%0.024%
5/16/2026Lazard Asset Management LLC67,429$679K0.0%+54.7%0.131%
5/15/2026Rice Hall James & Associates LLC120,522$1.21M0.1%-1.2%0.234%
5/14/2026Renaissance Technologies LLC144,265$1.45M0.0%+40.1%0.280%
5/14/2026Arrowstreet 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%
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5/14/2026State of Wyoming14,004$141K0.0%-21.9%0.027%
5/7/2026Dimensional Fund Advisors LP877,431$8.84M0.0%-7.6%1.687%
5/7/2026KBC Group NV56,597$570K0.0%-33.0%0.109%
5/7/2026S&CO Inc.13,000$130K0.0%+8.3%0.025%
5/5/2026D.A. Davidson & CO.17,685$178K0.0%-8.0%0.034%
5/5/2026Bank of New York Mellon Corp148,769$1.50M0.0%-3.9%0.286%
5/4/2026Principal Financial Group Inc.68,682$692K0.0%+9.0%0.132%
4/30/2026Hsbc Holdings PLC110,812$1.10M0.0%+70.3%0.213%
4/30/2026Isthmus Partners LLC153,262$1.54M0.2%+38.0%0.295%
4/23/2026Inspire Investing LLC52,030$524K0.0%+47.2%0.098%
4/16/2026SG Americas Securities LLC364,337$3.67M0.0%+124.7%0.690%
3/20/2026Hsbc Holdings PLC65,056$874K0.0%+106.5%0.123%
3/10/2026Montanaro Asset Management Ltd128,160$1.73M0.5%-37.7%0.243%
2/26/2026Aristides Capital LLC13,516$182K0.0%N/A0.026%
2/19/2026Invesco Ltd.746,036$10.06M0.0%+15.8%1.408%
2/18/2026Mercer 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%
2/18/2026Old West Investment Management LLC49,944$674K0.1%+14.6%0.094%
2/18/2026Millennium Management LLC194,532$2.62M0.0%+51.9%0.367%
2/18/2026Inspire Investing LLC35,339$477K0.0%+17.6%0.067%
2/18/2026Engineers Gate Manager LP38,412$518K0.0%-50.8%0.073%
2/17/2026Brown 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%
2/17/2026ArrowMark Colorado Holdings LLC377,000$5.09M0.1%N/A0.712%
2/17/2026Amundi2,851,691$38.46M0.0%+323.6%5.384%
2/17/2026FIL 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%
2/17/2026Russell 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%
2/17/2026Rice 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%
2/16/2026Sargent Investment Group LLC30,990$418K0.1%-29.0%0.059%
2/16/2026Barclays PLC97,060$1.31M0.0%+6.9%0.183%
2/13/2026Marshall 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%
2/13/2026Avenir Corp969,580$13.08M1.4%-5.5%1.830%
2/13/2026CANADA LIFE ASSURANCE Co5,073$68K0.0%-86.5%0.010%
2/13/2026Alpha 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%
2/13/2026Essex 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%
2/13/2026Police & Firemen s Retirement System of New Jersey13,301$179K0.0%-13.4%0.025%
2/13/2026State Street Corp1,764,522$23.80M0.0%+22.6%3.331%
2/13/2026Van ECK Associates Corp27,295$368K0.0%-77.9%0.052%
2/13/2026UBS 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%
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2/12/2026MetLife Investment Management LLC24,668$333K0.0%-18.5%0.047%
2/12/2026Aristides Capital LLC13,516$182K0.0%N/A0.026%
2/12/2026State Board of Administration of Florida Retirement System18,191$245K0.0%+14.3%0.034%
2/12/2026Renaissance Technologies LLC102,985$1.39M0.0%+85.2%0.194%
2/12/2026Dimensional Fund Advisors LP949,489$12.81M0.0%+2.6%1.793%
2/12/2026EntryPoint Capital LLC29,024$392K0.2%N/A0.055%
2/12/2026Skandinaviska Enskilda Banken AB publ 35,385$477K0.0%-3.4%0.067%
2/12/2026Campbell & CO Investment Adviser LLC81,604$1.10M0.1%+67.4%0.154%
2/12/2026Bank of Montreal Can33,585$453K0.0%-8.7%0.063%
2/12/2026Raiffeisen Bank International AG300,000$4.04M0.1%+3.4%0.566%


ERII Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 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 ($36.09M), 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 163 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 ($3.66M), Legal & General Group Plc ($2.53M), Ameriprise Financial Inc. ($1.43M), Baillie Gifford & Co. ($1.12M), Alpha Wave Global LP ($971.16K), and Kopion Asset Management LLC ($845.64K).

Institutional investors have bought a total of 17,913,320 shares in the last 24 months. This purchase volume represents approximately $193.29M in transactions.

Of the 70 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 6,766,811 shares in the last 24 months. This volume of shares sold represents approximately $97.23M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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