Energy Recovery Ownership | Who Owns Energy Recovery?
Energy Recovery Ownership Summary
Energy Recovery is owned by 83.89% institutional investors, 2.00% insiders, and 14.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.05% 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 | 83.89% | 2.00% | 14.12% |
| Sector | Industrials Stocks | 68.68% | 16.25% | 15.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.34M | 12.05% | $57.23M |
| Blackrock | 5.17M | 9.06% | $68.75M |
| Vanguard group | 3.85M | 7.25% | $51.97M |
| Amundi | 3.59M | 6.97% | $23.95M |
| Vanguard capital management | 2.18M | 4.15% | $19.70M |
| Legal & general group | 2.06M | 3.91% | $18.58M |
| Fil | 1.72M | 3.26% | $15.48M |
| State street | 1.63M | 3.09% | $14.67M |
| Geode capital management | 1.49M | 2.90% | $9.96M |
| Morgan stanley | 1.24M | 2.35% | $11.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 1.02M | 4.34% | $6.79M |
| Avenir | 693.89K | 0.76% | $6.26M |
| Keene & associates | 32.60K | 0.38% | $479.28K |
| Milfam | 75.00K | 0.35% | $500.25K |
| Arrowmark colorado | 847.00K | 0.32% | $7.64M |
| Entrypoint capital | 116.10K | 0.25% | $1.05M |
| Lingohr & partner asset management gmbh | 15.60K | 0.24% | $241.00K |
| 683 capital management | 530.00K | 0.23% | $4.78M |
| Teton advisors | 28.00K | 0.22% | $357.84K |
| Polymer capital management (us) | 144.71K | 0.17% | $1.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 677.25K | 0.00% | 570.95K |
| Acadian asset management | 524.98K | 0.00% | 514.86K |
| Tudor investment corp et al | 471.90K | 0.01% | 471.90K |
| Morgan stanley | 1.24M | 0.00% | 444.31K |
| Lazard asset management | 500.06K | 0.01% | 432.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 679.24K | 0.00% | -4.58M |
| Baillie gifford | - | - | -1.10M |
| Mackenzie financial | 289.07K | 0.00% | -898.61K |
| Ack asset management | - | - | -677.25K |
| Diamond hill capital management | - | - | -673.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tudor investment corp et al | 471.90K | 0.01% | 471.90K | $4.26M |
| Sixth street partners management company | 367.12K | 0.00% | 367.12K | $3.31M |
| Jump financial | 152.13K | 0.01% | 152.13K | $1.37M |
| Polymer capital management (us) | 144.71K | 0.17% | 144.71K | $1.31M |
| Pacer advisors | 115.96K | 0.00% | 115.96K | $1.05M |
Sold Out
| Holder | Change |
|---|---|
| Abich financial wealth management | -2.00 |
| Larson financial group | -3.00 |
| Clearstead advisors | -7.00 |
| Rosenberg matthew hamilton | -7.00 |
| Pinnacle wealth planning services | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 208 | 4.00% | 44,173,899 | -0.30% | 83 | 1.24% | 124 | 14.81% | 45 | -30.77% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CT (Lux) American Smaller Com 9U USD | 2.13M | 4.13% | -631.95K |
| L&G Clean Water ETF | 1.62M | 3.20% | - |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.54M | 3.01% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.54M | 2.96% | -54.50K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.54M | 2.96% | -54.50K |
| KBI Water A GBP | 1.37M | 2.68% | - |
| FF - Water & Waste A Acc EUR | 1.39M | 2.61% | 170.91K |
| iShares Russell 2000 ETF | 1.32M | 2.59% | - |
| Fidelity Emerging Markets Fund | 1.45M | 2.51% | -235.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 28, 2026 | Clemente Rodney | SVP, Water | Sell | $46.11K |
| Jul 28, 2026 | Yeung William | Chief Legal Officer | Sell | $17.53K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | 2 | 3 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 3 |
ERII Ownership FAQ
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