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 5.23% 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% | 12.56% | 39.78% |
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 |
| Legal & general group | 1.90M | 3.54% | $19.16M |
| Brown capital management | 1.60M | 2.95% | $24.72M |
| State street | 1.44M | 2.65% | $22.19M |
| 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 | 506.96K | 3.97% | $5.11M |
| 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 | 214.38K | 0.59% | $2.16M |
| 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 |
| Legal & general group | 1.90M | 0.00% | 558.68K |
| Vanguard fiduciary trust | 364.26K | 0.00% | 364.26K |
| Amundi | 673.13K | 0.00% | 314.75K |
| Wellington management group llp | 302.52K | 0.00% | 302.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | - | - | -1.10M |
| Brown capital management | 1.60M | 1.02% | -876.31K |
| Robeco schweiz | - | - | -562.69K |
| Driehaus capital management | - | - | -467.23K |
| Ameriprise financial | 4.97M | 0.02% | -434.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 364.26K | 0.00% | 364.26K | $3.67M |
| Wellington management group llp | 302.52K | 0.00% | 302.52K | $4.66M |
| Centerbook partners lp | 271.84K | 0.15% | 271.84K | $2.74M |
| Mackenzie financial | 117.23K | 0.00% | 117.23K | $1.81M |
| Vanguard asset management | 36.23K | 0.00% | 36.23K | $364.79K |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -2.00 |
| Rosenberg matthew hamilton | -7.00 |
| Allworth financial lp | -8.00 |
| Stephens consulting | -25.00 |
| Innealta capital | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2.76M | 5.23% | 41.69K |
| 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 | 1.51M | 2.87% | 40.54K |
| 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 | 1.21M | 2.35% | 10.20K |
| L&G Clean Water ETF | 1.15M | 2.19% | - |
| Fidelity Funds Water & Waste A Acc EUR | 1.10M | 2.08% | -728.00 |
| KBI Water A GBP | 1.10M | 2.08% | 1.10M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 06, 2026 | Hanstveit Arve | - | Sell | $24.89K |
| Apr 02, 2026 | Hanstveit Arve | - | Sell | $1.68M |
| Mar 10, 2026 | Hanstveit Arve | - | Sell | $273.98K |
| Mar 05, 2026 | Hanstveit Arve | - | Sell | $411.46K |
| Mar 06, 2026 | Hanstveit Arve | - | Sell | $122.94K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools