Energy Recovery Ownership | Who Owns Energy Recovery?
Energy Recovery Ownership Summary
Energy Recovery is owned by 37.64% institutional investors, 2.66% insiders, and 59.71% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.92% of ERII shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 4.65% of its assets in Energy Recovery shares.
ERII Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Recovery | 37.64% | 2.66% | 59.71% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.34M | 11.92% | $85.49M |
| Ameriprise financial | 4.97M | 9.15% | $76.58B |
| Blackrock | 5.17M | 9.06% | $68.75M |
| Vanguard group | 3.85M | 7.25% | $51.97M |
| Fil | 2.04M | 3.76% | $31.47B |
| Brown capital management | 1.60M | 2.95% | $24.72M |
| State street | 1.44M | 2.65% | $22.19M |
| Legal & general group | 1.34M | 2.53% | $18.13M |
| Geode capital management | 1.26M | 2.37% | $17.01M |
| Avenir | 1.03M | 1.89% | $15.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 334.47K | 3.23% | $4.51M |
| Avenir | 1.03M | 1.65% | $15.82M |
| Brown capital management | 1.60M | 1.02% | $24.72M |
| Alpha wave global, lp | 527.87K | 0.82% | $8.14M |
| Montanaro asset management | 205.56K | 0.79% | $3.17B |
| Redmond asset management | 226.34K | 0.78% | $3.05M |
| Keene & associates | 32.60K | 0.38% | $479.28K |
| Essex investment management | 137.89K | 0.33% | $2.13M |
| Lingohr & partner asset management gmbh | 15.60K | 0.24% | $241.00K |
| Teton advisors | 28.00K | 0.22% | $357.84K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.34M | 0.00% | 561.01K |
| Amundi | 673.13K | 0.00% | 314.75K |
| Wellington management group llp | 302.52K | 0.00% | 302.52K |
| Fmr | 207.50K | 0.00% | 193.97K |
| Marshall wace, llp | 239.39K | 0.00% | 189.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kbc group nv | 84.49K | 0.00% | -1.14M |
| Baillie gifford | - | - | -1.10M |
| Brown capital management | 1.60M | 1.02% | -876.31K |
| Robeco schweiz | - | - | -562.69K |
| Driehaus capital management | - | - | -467.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 302.52K | 0.00% | 302.52K | $4.66M |
| Mackenzie financial | 117.23K | 0.00% | 117.23K | $1.81M |
| Isthmus partners | 111.05K | 0.17% | 111.05K | $1.50M |
| Connor, clark & lunn investment management | 34.41K | 0.00% | 34.41K | $464.12K |
| Hsbc | 31.50K | 0.00% | 31.50K | $484.31K |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -2.00 |
| Rosenberg matthew hamilton | -7.00 |
| Allworth financial lp | -8.00 |
| True wealth design | -9.00 |
| Massmutual trust co fsb/adv | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 88 | -48.54% | 21,725,016 | -54.79% | 37 | 0.54% | 42 | -36.36% | 28 | -59.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CT (Lux) American Smaller Com 9U USD | 2.46M | 4.65% | 22.96K |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 3.01% | - |
| CT American Smaller Coms(US) InstAccGBP | 1.40M | 2.65% | - |
| FF - Water & Waste A Acc EUR | 1.39M | 2.61% | 170.91K |
| Fidelity Emerging Markets Fund | 1.45M | 2.51% | -235.10K |
| iShares Russell 2000 ETF | 1.22M | 2.32% | 47.27K |
| KBI Water A GBP | 1.20M | 2.28% | 485.75K |
| Fidelity Funds Water & Waste A Acc EUR | 1.11M | 2.11% | -1.91K |
| Fidelity Water & Waste A Acc EUR | 1.05M | 1.91% | 4.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2026 | Hanstveit Arve | - | Sell | $273.98K |
| Mar 05, 2026 | Hanstveit Arve | - | Sell | $411.46K |
| Mar 06, 2026 | Hanstveit Arve | - | Sell | $122.94K |
| Mar 04, 2026 | Clemente Rodney | SVP, Water | Sell | $218.31K |
| Mar 05, 2026 | Ramanan Natarajan | Chief Technology Officer | Sell | $2.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 2 | 2 |
| 2025 Q1 | - | 3 |
ERII Ownership FAQ
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