Energy Recovery (ERII) Institutional Ownership

$14.91

+0.07 (+0.47%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 83.58%
Number of Institutional Buyers (last 12 months): 83
Total Institutional Inflows (last 12 months): $242.40M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $169.47M

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ERII Institutional Buying and Selling by Quarter

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Energy Recovery Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	89,695	$1.19M	0.0%	N/A	0.156%
7/26/2024	Bank of New York Mellon Corp	205,786	$2.74M	0.0%	+13.0%	0.359%
7/19/2024	Raymond James & Associates	409,623	$5.44M	0.0%	+15.0%	0.715%
7/18/2024	Assenagon Asset Management S.A.	178,451	$2.37M	0.0%	+13.8%	0.311%
7/12/2024	SG Americas Securities LLC	14,030	$186K	0.0%	-49.2%	0.024%
5/16/2024	California State Teachers Retirement System	56,429	$891K	0.0%	-5.0%	0.098%
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5/16/2024	Avenir Corp	1,495,238	$23.61M	2.0%	-13.4%	2.608%
5/16/2024	Elkhorn Partners Limited Partnership	74,366	$1.17M	0.8%	N/A	0.130%
5/16/2024	Jacobs Levy Equity Management Inc.	148,938	$2.35M	0.0%	-73.7%	0.260%
5/15/2024	Price T Rowe Associates Inc. MD	29,756	$470K	0.0%	+7.3%	0.052%
5/15/2024	Brown Capital Management LLC	4,183,804	$66.06M	1.2%	-4.0%	7.298%
5/15/2024	Lazard Asset Management LLC	10,838	$171K	0.0%	+39.6%	0.019%
5/15/2024	Elkhorn Partners Limited Partnership	74,366	$1.17M	0.9%	N/A	0.130%
5/14/2024	EntryPoint Capital LLC	18,255	$288K	0.3%	-5.6%	0.032%
5/10/2024	Vanguard Group Inc.	3,009,429	$47.52M	0.0%	+1.8%	5.249%
5/10/2024	Sentry Investment Management LLC	7,627	$120K	0.0%	+23.2%	0.013%
5/9/2024	Trillium Asset Management LLC	238,995	$3.77M	0.1%	N/A	0.417%
5/9/2024	State Board of Administration of Florida Retirement System	78,204	$1.24M	0.0%	+391.3%	0.136%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	150,221	$2.37M	0.0%	N/A	0.262%
5/8/2024	ProShare Advisors LLC	10,013	$158K	0.0%	N/A	0.017%
5/8/2024	Russell Investments Group Ltd.	53,472	$844K	0.0%	-71.4%	0.093%
5/8/2024	Inspire Investing LLC	22,954	$362K	0.0%	+11.8%	0.040%
5/7/2024	Redmond Asset Management LLC	169,663	$2.68M	0.9%	+9.0%	0.296%
5/7/2024	SG Americas Securities LLC	27,641	$436K	0.0%	N/A	0.048%
5/3/2024	Essex Investment Management Co. LLC	256,367	$4.05M	0.8%	-16.6%	0.447%
5/2/2024	Jennison Associates LLC	64,657	$1.02M	0.0%	-90.8%	0.113%
5/2/2024	Nordea Investment Management AB	151,739	$2.40M	0.0%	-0.8%	0.265%
5/1/2024	BNP Paribas Financial Markets	99,064	$1.56M	0.0%	+28.3%	0.173%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	27,187	$429K	0.0%	-4.6%	0.047%
5/1/2024	Mission Wealth Management LP	44,500	$703K	0.0%	N/A	0.078%
4/29/2024	Anchor Capital Management Company LLC	355,500	$5.61M	6.8%	+39.1%	0.620%
4/26/2024	Clear Creek Financial Management LLC	15,450	$244K	0.0%	N/A	0.027%
4/24/2024	Keene & Associates Inc.	29,950	$473K	0.4%	N/A	0.052%
4/24/2024	Assenagon Asset Management S.A.	156,855	$2.48M	0.0%	+34.2%	0.275%
4/22/2024	Raymond James & Associates	356,293	$5.63M	0.0%	+16.7%	0.624%
4/18/2024	Chatham Capital Group Inc.	77,551	$1.23M	0.2%	+11.7%	0.136%
4/10/2024	Perpetual Ltd	40,000	$632K	0.0%	N/A	0.070%
3/5/2024	Wellington Management Group LLP	155,878	$2.94M	0.0%	+3.4%	0.273%
2/15/2024	Brown Capital Management LLC	4,356,963	$82.09M	1.2%	+64.7%	7.709%
2/14/2024	Avenir Corp	1,725,960	$32.52M	2.8%	-3.1%	3.054%
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2/14/2024	Robeco Schweiz AG	618,269	$11.65M	0.2%	+21.2%	1.094%
2/13/2024	Teton Advisors Inc.	29,200	$550K	0.2%	-2.7%	0.052%
2/13/2024	KBC Group NV	1,085,898	$20.46M	0.1%	+17.2%	1.921%
2/13/2024	Martin Currie Ltd.	14,648	$276K	0.0%	N/A	0.026%
2/9/2024	Montanaro Asset Management Ltd	664,000	$12.51M	2.4%	-21.7%	1.175%
2/9/2024	Aigen Investment Management LP	28,829	$543K	0.1%	N/A	0.051%
2/9/2024	Dynamic Technology Lab Private Ltd	25,841	$487K	0.1%	N/A	0.046%
2/8/2024	Manchester Capital Management LLC	28,344	$534K	0.1%	-11.3%	0.050%
2/8/2024	Essex Investment Management Co. LLC	307,550	$5.79M	1.1%	-18.7%	0.544%
2/7/2024	Principal Financial Group Inc.	19,632	$370K	0.0%	+26.4%	0.035%
2/7/2024	Jump Financial LLC	45,529	$858K	0.0%	N/A	0.081%
2/7/2024	BNP Paribas Financial Markets	77,224	$1.46M	0.0%	+6.5%	0.137%
2/6/2024	Charles Schwab Investment Management Inc.	439,205	$8.28M	0.0%	+1.3%	0.777%
2/6/2024	Swiss National Bank	111,100	$2.09M	0.0%	-10.3%	0.197%
2/5/2024	Victory Capital Management Inc.	81,902	$1.54M	0.0%	+1.3%	0.145%
2/5/2024	Van ECK Associates Corp	142,555	$2.69M	0.0%	+18.1%	0.252%
2/5/2024	Sargent Investment Group LLC	337,070	$6.35M	1.4%	-4.5%	0.596%
2/5/2024	Russell Investments Group Ltd.	187,121	$3.53M	0.0%	+7.5%	0.331%
2/1/2024	New York State Common Retirement Fund	745,853	$14.05M	0.0%	+33.0%	1.320%
2/1/2024	Jennison Associates LLC	703,218	$13.25M	0.0%	-53.8%	1.244%
1/31/2024	SFE Investment Counsel	17,915	$338K	0.1%	+57.4%	0.032%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	16,375	$309K	0.0%	+22.9%	0.029%
1/30/2024	Sentry Investment Management LLC	6,189	$117K	0.1%	N/A	0.011%
1/30/2024	Vontobel Holding Ltd.	190,467	$3.59M	0.0%	+16.9%	0.337%
1/24/2024	DekaBank Deutsche Girozentrale	60,973	$1.14M	0.0%	-76.3%	0.108%
1/19/2024	Chatham Capital Group Inc.	69,406	$1.31M	0.3%	-2.3%	0.123%
1/17/2024	Assenagon Asset Management S.A.	116,914	$2.20M	0.0%	+29.2%	0.207%
1/16/2024	Raymond James & Associates	305,240	$5.75M	0.0%	+2.5%	0.540%
1/11/2024	AEGON ASSET MANAGEMENT UK Plc	371,061	$6.99M	0.1%	N/A	0.657%
1/10/2024	Nordea Investment Management AB	152,941	$2.90M	0.0%	-3.3%	0.271%
12/18/2023	Vanguard Group Inc.	2,893,124	$61.36M	0.0%	+1.5%	5.119%
11/17/2023	Jacobs Levy Equity Management Inc.	558,875	$11.85M	0.1%	+4.7%	0.989%
11/15/2023	Adage Capital Partners GP L.L.C.	14,407	$306K	0.0%	N/A	0.025%
11/15/2023	Avenir Corp	1,780,540	$37.77M	3.5%	+3.9%	3.150%
11/14/2023	Lagoda Investment Management L.P.	228,595	$4.85M	3.2%	-12.3%	0.404%
11/14/2023	Trigran Investments Inc.	1,333,585	$28.29M	3.0%	-46.4%	2.359%
11/14/2023	Miura Global Management LLC	260,000	$5.52M	3.8%	+4.0%	0.460%
11/13/2023	Clear Street Markets LLC	1,578	$33K	0.0%	N/A	0.003%
11/13/2023	Sargent Investment Group LLC	353,095	$7.49M	1.8%	+2.6%	0.625%
11/13/2023	Invesco Ltd.	891,312	$18.91M	0.0%	+4.6%	1.577%
11/13/2023	FMR LLC	3,910,978	$82.95M	0.0%	+376.4%	6.920%
11/13/2023	Nordea Investment Management AB	158,099	$3.29M	0.0%	+0.4%	0.280%
11/13/2023	DekaBank Deutsche Girozentrale	257,073	$5.27M	0.0%	-12.2%	0.455%
11/9/2023	Manchester Capital Management LLC	31,944	$678K	0.1%	+12.7%	0.057%
11/9/2023	William Blair Investment Management LLC	1,118,320	$23.72M	0.1%	-49.7%	1.979%
11/9/2023	Catalyst Capital Advisors LLC	1,379	$29K	0.0%	N/A	0.002%
11/9/2023	Rhumbline Advisers	93,751	$1.99M	0.0%	+9.2%	0.166%
11/9/2023	Deutsche Bank AG	226,620	$4.81M	0.0%	-21.3%	0.401%
11/9/2023	Essex Investment Management Co. LLC	378,234	$8.02M	1.3%	+30.2%	0.669%
11/9/2023	Skandinaviska Enskilda Banken AB publ	37,454	$796K	0.0%	+7.0%	0.066%
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11/9/2023	Pier 88 Investment Partners LLC	77,550	$1.65M	0.4%	+8.2%	0.137%
11/8/2023	Campbell & CO Investment Adviser LLC	79,963	$1.70M	0.2%	N/A	0.141%
11/8/2023	State Board of Administration of Florida Retirement System	15,917	$338K	0.0%	-80.0%	0.028%
11/8/2023	Tealwood Asset Management Inc.	55,952	$1.19M	0.6%	-2.0%	0.099%
11/8/2023	Van ECK Associates Corp	120,694	$2.56M	0.0%	+45.0%	0.214%
11/8/2023	Charles Schwab Investment Management Inc.	433,655	$9.20M	0.0%	+3.2%	0.767%
11/8/2023	D.A. Davidson & CO.	24,658	$523K	0.0%	-5.0%	0.044%
11/8/2023	Swiss National Bank	123,800	$2.63M	0.0%	+12.3%	0.219%
11/8/2023	Pembroke Management LTD	548,031	$11.62M	1.6%	-0.3%	0.970%
11/7/2023	New York State Common Retirement Fund	560,690	$11.89M	0.0%	+63.3%	0.992%

(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, 146 institutional investors and hedge funds held shares of Energy Recovery. The most heavily invested institutionals were FMR LLC ($82.95M), Brown Capital Management LLC ($66.06M), Vanguard Group Inc. ($47.52M), FIL Ltd ($46.53M), Diamond Hill Capital Management Inc. ($28.93M), Trigran Investments Inc. ($28.29M), and William Blair Investment Management LLC ($23.72M).Learn more on ERII's institutional investors.
What percentage of Energy Recovery stock is owned by institutional investors?: 83.58% of Energy Recovery stock is owned by institutional investors. Learn more on ERII's institutional investor holdings.
Which institutional investors have been buying Energy Recovery stock?: Of the 126 institutional investors that purchased Energy Recovery stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Capital Management LLC ($3.60M), FMR LLC ($3.09M), Jennison Associates LLC ($999.74K), AEGON ASSET MANAGEMENT UK Plc ($934.54K), Mesirow Institutional Investment Management Inc. ($606.02K), DekaBank Deutsche Girozentrale ($437.72K), and UniSuper Management Pty Ltd ($435.47K).

How much institutional buying is happening at Energy Recovery?: Institutional investors have bought a total of 16,885,788 shares in the last 24 months. This purchase volume represents approximately $365.06M in transactions.
Which Energy Recovery major shareholders have been selling company stock?: Of the 70 institutional investors that sold Energy Recovery stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trigran Investments Inc. ($2.19M), William Blair Investment Management LLC ($1.46M), Jennison Associates LLC ($1.46M), Diamond Hill Capital Management Inc. ($768.67K), Bank of New York Mellon Corp ($718.86K), Handelsbanken Fonder AB ($437.50K), and Jacobs Levy Equity Management Inc. ($416.65K).
How much institutional selling is happening at Energy Recovery?: Institutional investors have sold a total of 11,409,187 shares in the last 24 months. This volume of shares sold represents approximately $244.38M in transactions.