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Energy Recovery (ERII) Institutional Ownership

Energy Recovery logo
$8.84 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$8.89 +0.05 (+0.58%)
As of 07/2/2026 07:55 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)
106
Total
Institutional Inflows
(last 12 months)
$138.45M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$103.95M
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Skip Chart & View Institutional Buying and Selling Data

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
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 Company 14,132$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%
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%
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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%
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%
2/12/2026Great Lakes Advisors LLC29,704$401K0.0%+106.8%0.056%
2/12/2026Aviva PLC33,974$458K0.0%+4.9%0.064%
2/12/2026Nuveen LLC164,658$2.22M0.0%-4.2%0.311%
2/11/2026Inceptionr LLC23,549$318K0.1%+29.8%0.044%
2/11/2026Deutsche Bank AG171,306$2.31M0.0%-25.2%0.323%
2/11/2026Parallel Advisors LLC2,796$38K0.0%N/A0.005%
2/11/2026State of Wyoming17,926$242K0.0%-16.9%0.034%
2/10/2026Goldman Sachs Group Inc.607,176$8.19M0.0%+9.5%1.146%
2/10/2026Jupiter 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%
2/9/2026Geode 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%
2/9/2026Cary 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%
2/6/2026Diamond Hill Capital Management Inc.888,358$11.98M0.1%-0.7%1.677%
2/6/2026GSA Capital Partners LLP109,307$1.48M0.1%+167.4%0.206%
2/5/2026Mission Wealth Management LP40,787$550K0.0%-8.3%0.077%
2/5/2026Isthmus Partners LLC111,054$1.50M0.2%N/A0.210%
2/5/2026Pinnacle Associates Ltd.380,230$5.13M0.1%-4.8%0.718%
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2/3/2026Ballentine Partners LLC10,215$138K0.0%N/A0.019%
2/3/2026Premier Fund Managers Ltd18,030$243K0.0%N/A0.034%
2/2/2026Conestoga Capital Advisors LLC133,725$1.80M0.0%+2.6%0.252%
1/29/2026Comerica Bank3,868$52K0.0%+150.5%0.007%
1/29/2026Vanguard Group Inc.3,852,438$51.97M0.0%+2.4%7.273%
1/28/2026Arizona State Retirement System14,820$200K0.0%-8.0%0.028%
1/28/2026Legacy Capital Group California Inc.10,413$140K0.0%N/A0.020%
1/27/2026Evergreen Capital Management LLC17,449$235K0.0%N/A0.033%
1/26/2026KBC Group NV84,488$1.14M0.0%-93.1%0.160%
1/23/2026State of Alaska Department of Revenue10,642$142K0.0%+252.9%0.020%


ERII Institutional Ownership - Frequently Asked Questions

During the previous two years, 202 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), Vanguard Group Inc. ($51.97M), Amundi ($37.65M), FIL Ltd ($26.89M), State Street Corp ($23.80M), and Legal & General Group Plc ($18.13M).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 165 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: Amundi ($3.39M), Ameriprise Financial Inc. ($1.43M), Baillie Gifford & Co. ($1.12M), Alpha Wave Global LP ($971.16K), Raymond James Financial Inc. ($781.03K), Select Equity Group L.P. ($663.17K), and Vanguard Group Inc. ($512.82K).

Institutional investors have bought a total of 10,494,859 shares in the last 24 months. This purchase volume represents approximately $138.45M in transactions.

Of the 73 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 ($1.83M), KBC Group NV ($1.21M), New York State Common Retirement Fund ($561.64K), Alpha Wave Global LP ($449.20K), Ameriprise Financial Inc. ($434.75K), Invesco Ltd. ($217.28K), and JPMorgan Chase & Co. ($198.95K).

Institutional investors have sold a total of 7,280,126 shares in the last 24 months. This volume of shares sold represents approximately $103.95M in transactions.


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This page (NASDAQ:ERII) was last updated on 7/5/2026 by MarketBeat.com Staff.
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