Energy Recovery Ownership | Who Owns Energy Recovery?
Energy Recovery Ownership Summary
Energy Recovery is owned by 75.20% institutional investors, 1.76% insiders, and 23.04% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.32% of ERII shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 4.13% of its assets in Energy Recovery shares.
ERII Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Recovery | 75.20% | 1.76% | 23.04% |
| Sector | Industrials Stocks | 48.69% | 15.99% | 35.32% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.09M | 11.32% | $61.34M |
| Ameriprise financial | 5.26M | 9.78% | $52.97M |
| Blackrock | 5.17M | 9.06% | $68.75M |
| Vanguard group | 3.85M | 7.25% | $51.97M |
| Fil | 1.99M | 3.69% | $20.02M |
| Legal & general group | 1.90M | 3.54% | $19.16M |
| State street | 1.77M | 3.30% | $17.85M |
| Geode capital management | 1.30M | 2.41% | $13.04M |
| Dimensional fund advisors lp | 877.43K | 1.63% | $8.84M |
| Invesco | 826.30K | 1.54% | $8.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 506.96K | 3.97% | $5.11M |
| Avenir | 817.75K | 1.00% | $8.23M |
| Brown capital management | 538.06K | 0.77% | $5.42M |
| Redmond asset management | 214.38K | 0.59% | $2.16M |
| Connective capital management | 49.03K | 0.41% | $493.69K |
| Keene & associates | 32.60K | 0.38% | $479.28K |
| 683 capital management | 550.00K | 0.29% | $5.54M |
| Lingohr & partner asset management gmbh | 15.60K | 0.24% | $241.00K |
| Teton advisors | 28.00K | 0.22% | $357.84K |
| Essex investment management | 132.32K | 0.21% | $1.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 5.26M | 0.01% | 696.47K |
| Legal & general group | 1.90M | 0.00% | 558.68K |
| 683 capital management | 550.00K | 0.29% | 550.00K |
| Vanguard fiduciary trust | 364.26K | 0.00% | 364.26K |
| Amundi | 673.13K | 0.00% | 314.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | - | - | -1.10M |
| Ack asset management | - | - | -677.25K |
| Robeco schweiz | - | - | -562.69K |
| Driehaus capital management | - | - | -467.23K |
| Aegon asset management uk | - | - | -427.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 683 capital management | 550.00K | 0.29% | 550.00K | $5.54M |
| Vanguard fiduciary trust | 364.26K | 0.00% | 364.26K | $3.67M |
| Centerbook partners lp | 271.84K | 0.15% | 271.84K | $2.74M |
| Mackenzie financial | 117.23K | 0.00% | 117.23K | $1.81M |
| Two sigma investments, lp | 88.90K | 0.00% | 88.90K | $895.21K |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -2.00 |
| Larson financial group | -3.00 |
| Rosenberg matthew hamilton | -7.00 |
| Stephens consulting | -25.00 |
| Innealta capital | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 195 | 2.09% | 40,459,284 | -7.63% | 75 | 1.11% | 105 | 26.51% | 63 | -19.23% |
| Dec 31, 2025 | 101 | -47.94% | 20,010,193 | -54.45% | 37 | 0.57% | 43 | -55.67% | 36 | -45.45% |
| Sep 30, 2025 | 91 | -48.59% | 19,281,274 | -55.06% | 35 | 0.57% | 45 | -45.78% | 31 | -50.00% |
| Jun 30, 2025 | 185 | -9.31% | 44,914,273 | 1.02% | 82 | 1.26% | 86 | -4.44% | 65 | -8.45% |
| Mar 31, 2025 | 2 | -98.94% | 203,353 | -99.54% | - | 0.01% | 1 | -98.99% | 1 | -98.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CT (Lux) American Smaller Com 9U USD | 2.13M | 4.13% | -631.95K |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 3.09% | - |
| KBI Water A GBP | 1.37M | 2.66% | 272.70K |
| FF - Water & Waste A Acc EUR | 1.39M | 2.61% | 170.91K |
| Fidelity Emerging Markets Fund | 1.45M | 2.51% | -235.10K |
| CT American Smaller Coms(US) InstAccGBP | 1.27M | 2.47% | -243.23K |
| iShares Russell 2000 ETF | 1.21M | 2.35% | 10.20K |
| L&G Clean Water ETF | 1.15M | 2.19% | - |
| Amundi KBI Aqua C | 1.07M | 2.03% | 204.12K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 15, 2026 | Sabol Colin R | - | Buy | $99.27K |
| Jun 15, 2026 | BUEHLER ALEXANDER J | Interim President and CEO | Sell | $129.78K |
| May 13, 2026 | TONDREAU PAMELA L. | - | Buy | $166.84K |
| Apr 06, 2026 | Hanstveit Arve | - | Sell | $24.89K |
| Apr 02, 2026 | Hanstveit Arve | - | Sell | $1.68M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | 3 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 2 | 2 |
ERII Ownership FAQ
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