Energy Recovery, Inc. (ERII) Institutional Ownership

Institutions by Trading Activity

0Shares Outstanding

2,427,670Shares held by institutions

$23,803,304Value of institutional holdings

82.92%Institutional ownership %

1.78%Shares Changed QoQ

184No. of institutional investors

Energy Recovery, Inc. (NASDAQ:ERII) appears in 184 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 81.6% of outstanding shares in December 2025, down from 82.2% in September 2025.
Their total shares held in ERII increased 2.53% from the prior quarter, while the number of investors in Energy Recovery decreased 1.08% year over year.
Activity in ERII broke down as 82 buyers, 76 sellers, and 26 unchanged among 184 total holders.
Combined, these investors held 43.62Mn shares in ERII for December 2025, up by 1.08Mn shares quarter on quarter, and down 3.98Mn shares year over year.
BlackRock, Inc. holds the largest position in ERII at 6.34Mn shares as of December 31, 2025, or 11.85% of shares outstanding.
The largest buyers of Energy Recovery for the quarter ending December 2025 were Amundi (2.18Mn), ACK Asset Management LLC (677.25K), BlackRock, Inc. (561.01K), ArrowMark Colorado Holdings LLC (377.0K), State Street Corp (325.28K).
The largest sales of ERII for the quarter ending December 2025 came from KBC Group NV (1.14Mn), BROWN CAPITAL MANAGEMENT LLC (838.19K), Ameriprise Financial Inc (402.95K), D. E. Shaw & Co., Inc. (283.71K), Alpha Wave Global, LP (262.75K).
Business Quant data shows the 10 biggest positions in Energy Recovery as of December 2025 are held by BlackRock, Inc. (6.34Mn), Ameriprise Financial Inc (4.56Mn), VANGUARD GROUP INC (3.85Mn), Amundi (2.85Mn), FIL Ltd (1.99Mn), State Street Corp (1.76Mn), Legal & General Group Plc (1.34Mn), GEODE CAPITAL MANAGEMENT, LLC (1.26Mn), Morgan Stanley (973.29K), AVENIR CORP (969.58K).

2,427,670 Total Shares Held

Rows:

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	561,008	9.71%	$0.00
Ameriprise Financial Inc	31 Dec, 2025	-402,948	-8.11%	$0.00
Swiss Life Asset Management Ltd	31 Dec, 2025	0	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	98,608	313.00%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	89,696	2.38%	$0.00
KLP KAPITALFORVALTNING AS	31 Dec, 2025	24,300	6.69%	$0.00
Barclays Plc	31 Dec, 2025	-90,385	-48.22%	$0.00
Amundi	31 Dec, 2025	2,178,560	323.65%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	-113,183	-22.69%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	1,054	64.74%	$0.00
FIL Ltd	31 Dec, 2025	-47,390	-2.32%	$0.00
Kopion Asset Management, LLC	31 Dec, 2025	16,182	5.08%	$0.00
State Street Corp	31 Dec, 2025	325,280	22.60%	$0.00
Raiffeisen Bank International AG	31 Dec, 2025	10,000	3.45%	$0.00
Legal & General Group Plc	31 Dec, 2025	36,109	2.76%	$0.00
Nuveen, LLC	31 Dec, 2025	-7,199	-4.19%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-30,849	-2.39%	$0.00
Y-Intercept (Hong Kong) Ltd	31 Dec, 2025	78,031	217.77%	$0.00
Morgan Stanley	31 Dec, 2025	42,435	4.56%	$0.00
ISTHMUS PARTNERS, LLC	31 Dec, 2025	111,054	0.00%	$0.00

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