Energy Recovery Ownership | Who Owns Energy Recovery?
Energy Recovery Ownership Summary
Energy Recovery is owned by 35.54% institutional investors, 2.78% insiders, and 61.69% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.65% of ERII shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 5.19% of its assets in Energy Recovery shares.
ERII Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Recovery | 35.54% | 2.78% | 61.69% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.78M | 10.65% | $89.07M |
| Ameriprise financial | 4.97M | 9.15% | $76.58B |
| Blackrock | 5.17M | 9.06% | $68.75M |
| Vanguard group | 3.76M | 6.93% | $58.02M |
| 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 | 1.31M | 2.41% | $20.17M |
| Geode capital management | 1.29M | 2.38% | $19.92M |
| Kbc group nv | 1.24M | 2.15% | $18.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 318.29K | 3.18% | $4.91M |
| Avenir | 1.03M | 1.65% | $15.82M |
| Brown capital management | 1.60M | 1.02% | $24.72M |
| Redmond asset management | 229.90K | 0.87% | $3.55M |
| Alpha wave global, lp | 527.87K | 0.82% | $8.14M |
| Montanaro asset management | 205.56K | 0.79% | $3.17B |
| 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 |
|---|---|---|---|
| Legal & general group | 1.31M | 0.00% | 318.58K |
| Royce & associates lp | 317.64K | 0.05% | 317.64K |
| Amundi | 673.13K | 0.00% | 314.75K |
| Wellington management group llp | 302.52K | 0.00% | 302.52K |
| Fmr | 207.50K | 0.00% | 193.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | - | - | -1.10M |
| Brown capital management | 1.60M | 1.02% | -876.31K |
| Robeco schweiz | - | - | -562.69K |
| New york state common retirement fund | 16.77K | 0.00% | -561.64K |
| Driehaus capital management | - | - | -467.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royce & associates lp | 317.64K | 0.05% | 317.64K | $4.90M |
| Wellington management group llp | 302.52K | 0.00% | 302.52K | $4.66M |
| Mackenzie financial | 117.23K | 0.00% | 117.23K | $1.81M |
| Hsbc | 31.50K | 0.00% | 31.50K | $484.31K |
| Susquehanna group, llp | 30.74K | 0.00% | 30.74K | $451.85K |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -2.00 |
| Ifp advisors | -6.00 |
| Rosenberg matthew hamilton | -7.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 171 | -1.72% | 48,053,549 | 0.97% | 83 | 1.21% | 66 | -30.53% | 69 | 40.82% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CT (Lux) American Smaller Com 9U USD | 2.76M | 5.19% | -204.15K |
| CT American Smaller Coms(US) InstAccGBP | 1.76M | 3.31% | 23.41K |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 3.18% | -37.55K |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| 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 | 1.30M | 2.44% | - |
| Brown Capital Mgmt Small Co Inv | 1.11M | 2.03% | -187.09K |
| Fidelity Water & Waste A Acc EUR | 1.05M | 1.91% | 4.37K |
| Fidelity Sust Water & Waste A Acc EUR | 1.04M | 1.80% | -1.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2025 | Hanstveit Arve | - | Sell | $220.60K |
| Dec 04, 2025 | Hanstveit Arve | - | Sell | $224.50K |
| Oct 23, 2025 | Yeung William | Chief Legal Officer | Sell | $61.77K |
| Oct 24, 2025 | Yeung William | Chief Legal Officer | Sell | $63.54K |
| Oct 20, 2025 | Yeung William | Chief Legal Officer | Sell | $60.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 2 | 2 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 7 |
ERII Ownership FAQ
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