Energy Recovery Ownership | Who Owns Energy Recovery?
Energy Recovery Ownership Summary
Energy Recovery is owned by 37.62% institutional investors, 3.24% insiders, and 59.15% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.72% of ERII shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 5.05% of its assets in Energy Recovery shares.
ERII Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Recovery | 37.62% | 3.24% | 59.15% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.61M | 9.72% | $82.53M |
| 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 | 2.92M | 5.05% | $42.92M |
| Fil | 2.08M | 3.61% | $30.65M |
| 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 |
|---|---|---|---|
| Alpha wave global, lp | 418.03K | 2.82% | $6.15M |
| Avenir | 1.13M | 1.70% | $16.63M |
| Lagoda investment management | 190.77K | 1.52% | $2.80M |
| Montanaro asset management | 422.40K | 1.28% | $6.21M |
| Brown capital management | 2.92M | 0.99% | $42.92M |
| Redmond asset management | 236.66K | 0.87% | $3.48M |
| Essex investment management | 219.33K | 0.58% | $3.22M |
| Sargent investment group | 196.09K | 0.45% | $2.76M |
| Keene & associates | 32.60K | 0.38% | $479.28K |
| Entrypoint capital | 39.37K | 0.24% | $578.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 4.95M | 0.02% | 978.49K |
| Raymond james financial | 390.52K | 0.00% | 390.52K |
| Pinnacle associates | 290.93K | 0.06% | 280.70K |
| Duff & phelps investment management | 258.38K | 0.05% | 258.38K |
| Baillie gifford | 1.12M | 0.01% | 243.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 93.57K | 0.00% | -3.28M |
| Alpha wave global, lp | 418.03K | 2.82% | -753.55K |
| Brown capital management | 2.92M | 0.99% | -589.32K |
| Driehaus capital management | - | - | -467.23K |
| Aegon asset management uk | - | - | -427.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 390.52K | 0.00% | 390.52K | $5.74M |
| Duff & phelps investment management | 258.38K | 0.05% | 258.38K | $3.80M |
| Renaissance | 190.40K | 0.00% | 190.40K | $2.80M |
| Marshall wace, llp | 177.63K | 0.00% | 177.63K | $2.61M |
| Trexquant investment lp | 121.90K | 0.02% | 121.90K | $1.79M |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Abich financial wealth management | -2.00 |
| Rosenberg matthew hamilton | -7.00 |
| Massmutual trust co fsb/adv | -17.00 |
| Innealta capital | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 194 | 1.04% | 46,822,375 | -1.62% | 82 | 1.16% | 102 | - | 62 | 12.73% |
| Dec 31, 2023 | 192 | 4.92% | 47,594,546 | 3.69% | 84 | 1.27% | 102 | 13.33% | 55 | 1.85% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CT (Lux) American Smaller Com 9U USD | 2.77M | 5.05% | - |
| CT American Smaller Coms(US) InstAccGBP | 1.90M | 3.46% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 3.15% | 16.80K |
| Vanguard US Total Market Shares ETF | 1.71M | 3.12% | - |
| iShares Russell 2000 ETF | 1.48M | 2.69% | -12.81K |
| Fidelity Emerging Markets Fund | 1.45M | 2.51% | -235.10K |
| Brown Capital Mgmt Small Co Inv | 1.29M | 2.23% | -759.73K |
| Fidelity Water & Waste A Acc EUR | 1.05M | 1.91% | 4.37K |
| FF - Water & Waste A Acc EUR | 1.03M | 1.88% | -13.04K |
| Fidelity Sust Water & Waste A Acc EUR | 1.04M | 1.80% | -1.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Hanstveit Arve | - | Sell | $816.95K |
| Mar 11, 2025 | Clemente Rodney | SVP, Water | Sell | $29.91K |
| Feb 20, 2025 | Clemente Rodney | SVP, Water | Sell | $330.71K |
| Dec 11, 2024 | Hanstveit Arve | - | Sell | $337.40K |
| Nov 08, 2024 | Clemente Rodney | SVP, Water | Sell | $73.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | 1 | 3 |
| 2024 Q2 | 1 | 5 |
| 2024 Q1 | 1 | 24 |
ERII Ownership FAQ
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