Energy Recovery Ownership | Who Owns Energy Recovery?

Overview Forecast RevenueFinancials Chart Transcripts

Energy Recovery Ownership Summary

Energy Recovery is owned by 82.78% institutional investors, 2.77% insiders, and 14.45% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.40% 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	82.78%	2.77%	14.45%
Sector	Industrials Stocks	64.07%	12.69%	23.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	5.64M	10.40%	$72.13M
Blackrock	5.17M	9.06%	$68.75M
Ameriprise financial	4.95M	8.58%	$72.82M
Vanguard group	3.25M	5.63%	$47.81M
Brown capital management	2.48M	4.57%	$31.69M
Fil	2.18M	4.02%	$27.86M
Diamond hill capital management	1.61M	2.78%	$23.62M
State street	1.45M	2.51%	$21.32M
Geode capital management	1.36M	2.35%	$19.96M
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	1.06M	1.39%	$13.52M
Alpha wave global, lp	714.32K	0.98%	$9.13M
Brown capital management	2.48M	0.92%	$31.69M
Redmond asset management	241.96K	0.74%	$3.09M
Montanaro asset management	205.56K	0.68%	$2.63M
Essex investment management	219.33K	0.58%	$3.22M
Keene & associates	32.60K	0.38%	$479.28K
Teton advisors	28.00K	0.22%	$357.84K
Old west investment management	41.58K	0.18%	$531.35K

Top Buyers

Holder	Shares	% Assets	Change
Ameriprise financial	4.95M	0.02%	978.49K
Alpha wave global, lp	714.32K	0.98%	406.70K
Qube research	459.43K	0.01%	272.65K
Fil	2.18M	0.02%	227.77K
Renaissance	190.40K	0.00%	190.40K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	93.57K	0.00%	-3.28M
Baillie gifford	-	-	-1.10M
Robeco schweiz	-	-	-562.69K
Driehaus capital management	-	-	-467.23K
Aegon asset management uk	-	-	-427.72K

New Positions

Holder	Shares	% Assets	Change	Value
Renaissance	190.40K	0.00%	190.40K	$2.80M
Jupiter asset management	186.31K	0.02%	186.31K	$2.38M
Trexquant investment lp	121.90K	0.02%	121.90K	$1.79M
Walleye capital	75.51K	0.00%	75.51K	$965.06K
Brevan howard capital management lp	60.09K	0.00%	60.09K	$767.99K

Sold Out

Holder	Change
Quest partners	-1.00
Abich financial wealth management	-2.00
Ifp advisors	-6.00
Rosenberg matthew hamilton	-7.00
True wealth design	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	172	-11.34%	47,589,974	1.64%	83	1.22%	94	-7.84%	48	-22.58%

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
Oct 24, 2025	Yeung William	Chief Legal Officer	Sell	$63.54K
Oct 23, 2025	Yeung William	Chief Legal Officer	Sell	$61.77K
Oct 20, 2025	Yeung William	Chief Legal Officer	Sell	$60.01K
Oct 16, 2025	Yeung William	Chief Legal Officer	Sell	$58.24K
Oct 03, 2025	Yeung William	Chief Legal Officer	Sell	$40.46K

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

Who owns the most shares of Energy Recovery?

Energy Recovery’s largest shareholders are Blackrock funding, inc. /de (5.64M shares, 10.40%), Blackrock (5.17M shares, 9.06%), and Ameriprise financial (4.95M shares, 8.58%). Together, they hold 28.04% of Energy Recovery’s total shares outstanding.

Does Blackrock own Energy Recovery?

Yes, BlackRock owns 9.06% of Energy Recovery, totaling 5.17M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 68.75M$. In the last quarter, BlackRock increased its holdings by 90.86K shares, a 1.79% change.

Who is Energy Recovery’s biggest shareholder by percentage of total assets invested?

Kopion asset management is Energy Recovery’s biggest shareholder by percentage of total assets invested, with 3.18% of its assets in 318.29K Energy Recovery shares, valued at 4.91M$.

Who is the top mutual fund holder of Energy Recovery shares?

CT (Lux) American Smaller Com 9U USD is the top mutual fund holder of Energy Recovery shares, with 5.19% of its total shares outstanding invested in 2.76M Energy Recovery shares.

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