Energy Recovery Ownership | Who Owns Energy Recovery?
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 5.44% 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 | 64.11% | 12.70% | 23.19% |
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 | 302.84K | 2.61% | $3.87M |
| 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 |
| Kopion asset management | 302.84K | 2.61% | 302.84K |
| Qube research | 459.43K | 0.01% | 272.65K |
| Fil | 2.18M | 0.02% | 227.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 93.57K | 0.00% | -3.28M |
| Baillie gifford | - | - | -1.10M |
| Driehaus capital management | - | - | -467.23K |
| Aegon asset management uk | - | - | -427.72K |
| Anchor capital management company | - | - | -420.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kopion asset management | 302.84K | 2.61% | 302.84K | $3.87M |
| 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 |
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 | 2.96M | 5.44% | - |
| CT American Smaller Coms(US) InstAccGBP | 1.83M | 3.35% | -3.87K |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 3.18% | -37.55K |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| Fidelity Emerging Markets Fund | 1.45M | 2.51% | -235.10K |
| iShares Russell 2000 ETF | 1.27M | 2.38% | -24.15K |
| FF - Water & Waste A Acc EUR | 1.22M | 2.23% | 976.00 |
| Diamond Hill Small-Mid Cap Equity | 1.10M | 2.06% | 250.00K |
| Brown Capital Mgmt Small Co Inv | 1.11M | 2.03% | -187.09K |
| Fidelity Water & Waste A Acc EUR | 1.05M | 1.91% | 4.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 28, 2025 | Clemente Rodney | SVP, Water | Sell | $75.26K |
| Jun 11, 2025 | Hanstveit Arve | - | Sell | $255.00K |
| Jun 12, 2025 | Hanstveit Arve | - | Sell | $380.40K |
| May 13, 2025 | Moon David W | President and CEO | Buy | $51.24K |
| May 14, 2025 | TONDREAU PAMELA L. | - | Buy | $51.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | 2 | 2 |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | 1 | 3 |
ERII Ownership FAQ
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