Energy Recovery, Inc. (ERII) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

57,408,824Shares Outstanding

1,026,506Shares held by institutions

$16,311,180Value of institutional holdings

74.30%Institutional ownership %

3.15%Shares Changed QoQ

179No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 179 institutional investors hold a position in Energy Recovery, Inc. (NASDAQ:ERII).

The percentage of Energy Recovery owned by institutions changed from 76.2% in September 2025 to 74.3% in December 2025, marking a slight down trend.
Quarterly data indicates a 3.15% shift in institutional share volume, and the annual owner count reflects a decrease of 3.24%.
Of these 179 institutional investors, 77 increased their holdings in Energy Recovery, while 75 of them reduced positions, and 27 investors maintained their exposure.
The total number of shares held by institutions in Energy Recovery increased to 42.65Mn as of December 2025, a net change of up by 1.30Mn shares quarter on quarter, and down 2.38Mn shares year over year.
The top institutional stake in Energy Recovery as of December 31, 2025 belongs to BlackRock, Inc., which owns 6.34Mn shares, or 11.04% of the company.
Among the most significant buyers of Energy Recovery during December 2025 were Amundi (2.18Mn), ACK Asset Management LLC (677.25K), BlackRock, Inc. (561.01K), ArrowMark Colorado Holdings LLC (377.00K), STATE STREET CORP (325.28K).
Leading sellers of Energy Recovery stock in December 2025 included 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).
The top 10 institutional holders of Energy Recovery for the quarter ending December 2025 included 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).

179 Institutional Holders

1,026,506 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,337,391	561,008	9.71%	$85,491,399.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	4,563,348	-402,948	-8.11%	$61,559,564.00
VANGUARD GROUP INC	31 Dec, 2025	3,852,438	89,696	2.38%	$51,969,389.00
Amundi	31 Dec, 2025	2,851,691	2,178,560	323.65%	$38,456,777.00
FIL Ltd	31 Dec, 2025	1,993,506	-47,390	-2.32%	$26,892,396.00
STATE STREET CORP	31 Dec, 2025	1,764,522	325,280	22.60%	$23,803,402.00
Legal & General Group Plc	31 Dec, 2025	1,343,847	36,109	2.76%	$18,128,496.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,260,894	-30,849	-2.39%	$17,011,691.00
MORGAN STANLEY	31 Dec, 2025	973,294	42,435	4.56%	$13,129,740.00
AVENIR CORP	31 Dec, 2025	969,580	-56,236	-5.48%	$13,079,641.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	949,489	24,392	2.64%	$12,808,451.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	888,358	-6,569	-0.73%	$11,983,949.00
Select Equity Group, L.P.	31 Dec, 2025	773,577	22,535	3.00%	$10,435,554.00
BROWN CAPITAL MANAGEMENT LLC	31 Dec, 2025	764,793	-838,189	-52.29%	$10,317,058.00
ACK Asset Management LLC	31 Dec, 2025	677,251	677,251	0.00%	$9,136,116.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	607,176	52,843	9.53%	$8,190,804.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	444,590	-4,684	-1.04%	$5,997,519.00
NORTHERN TRUST CORP	31 Dec, 2025	438,397	-49,339	-10.12%	$5,913,974.00
Swiss Life Asset Management Ltd	31 Dec, 2025	434,131	0	0.00%	$5,856,428.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	426,733	71,438	20.11%	$5,756,628.00

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