Energy Recovery Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 6.34 M | $57.23 M | 4.16% | 12.05% |
| AMUNDI | 08/11/2026 | 4.00 M | $36.09 M | 7.04% | 7.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.18 M | $19.70 M | -2.09% | 4.15% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 2.06 M | $18.58 M | 8.26% | 3.91% |
| FIL LTD | 08/13/2026 | 1.72 M | $15.48 M | -13.69% | 3.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.70 M | $15.31 M | 31.07% | 3.22% |
| STATE STREET CORP | 08/07/2026 | 1.63 M | $14.67 M | -8.29% | 3.09% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.26 M | $11.40 M | 0.16% | 2.40% |
| MORGAN STANLEY | 08/13/2026 | 1.24 M | $11.16 M | 56.05% | 2.35% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 1.19 M | $10.71 M | 100.00% | 2.26% |
| INVESCO LTD. | 08/14/2026 | 925.55 K | $8.35 M | 12.01% | 1.76% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 878.72 K | $7.93 M | 0.15% | 1.67% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 847.00 K | $7.64 M | 64.15% | 1.61% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 752.81 K | $6.79 M | 55.86% | 1.43% |
| AVENIR CORP | 08/13/2026 | 693.89 K | $6.26 M | -15.15% | 1.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 679.24 K | $6.13 M | -87.09% | 1.29% |
| MARSHALL WACE, LLP | 08/13/2026 | 677.25 K | $6.11 M | 537.13% | 1.29% |
| KOPION ASSET MANAGEMENT, LLC | 07/07/2026 | 639.55 K | $5.77 M | 26.15% | 1.21% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 601.34 K | $5.42 M | 28.34% | 1.14% |
| 683 CAPITAL MANAGEMENT, LLC | 08/14/2026 | 530.00 K | $4.78 M | -3.64% | 1.01% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 500.06 K | $4.51 M | 641.61% | 0.95% |
| NORTHERN TRUST CORP | 08/13/2026 | 478.52 K | $4.32 M | 6.24% | 0.91% |
| CITADEL ADVISORS LLC | 08/14/2026 | 476.24 K | $4.30 M | 5.96% | 0.90% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 471.91 K | $4.26 M | 100.00% | 0.90% |
| SWISS LIFE ASSET MANAGEMENT LTD | 07/29/2026 | 464.66 K | $4.19 M | 1.50% | 0.88% |
| RAIFFEISEN BANK INTERNATIONAL AG | 08/03/2026 | 460.00 K | $4.05 M | 31.43% | 0.87% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 08/12/2026 | 439.82 K | $3.97 M | 1,423.39% | 0.84% |
| CENTERBOOK PARTNERS LP | 08/11/2026 | 420.51 K | $3.79 M | 54.69% | 0.80% |
| KLP KAPITALFORVALTNING AS | 08/12/2026 | 400.31 K | $3.61 M | -1.04% | 0.76% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 396.42 K | $3.58 M | 46.31% | 0.75% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 378.80 K | $3.42 M | 16.63% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 367.40 K | $3.31 M | 0.86% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 367.12 K | $3.31 M | -14.88% | 0.70% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 367.12 K | $3.31 M | 100.00% | 0.70% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 326.12 K | $2.94 M | -4.76% | 0.62% |
| JPMORGAN CHASE & CO | 08/12/2026 | 285.22 K | $2.51 M | 898.97% | 0.54% |
| BROWN CAPITAL MANAGEMENT LLC | 07/27/2026 | 282.87 K | $2.55 M | -47.43% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 262.84 K | $2.37 M | 350.62% | 0.50% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 232.83 K | $2.10 M | 161.90% | 0.44% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 218.71 K | $1.97 M | 1,473.43% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 193.92 K | $1.75 M | 166.58% | 0.37% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 190.00 K | $1.71 M | 100.00% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 181.40 K | $1.64 M | 1,012.88% | 0.34% |
| NUVEEN, LLC | 08/11/2026 | 173.71 K | $1.57 M | 5.61% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 169.01 K | $1.52 M | 1.99% | 0.32% |
| JUPITER ASSET MANAGEMENT LTD | 08/10/2026 | 165.40 K | $1.49 M | 35.43% | 0.31% |
| ISTHMUS PARTNERS, LLC | 07/20/2026 | 161.45 K | $1.46 M | 5.34% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 155.09 K | $1.40 M | 4.25% | 0.29% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 152.13 K | $1.37 M | 100.00% | 0.29% |
| POLYMER CAPITAL MANAGEMENT (US) LLC | 08/14/2026 | 144.71 K | $1.31 M | 100.00% | 0.27% |
Energy Recovery Inc institutional Ownership - FAQ's
During the previous two years, 308 institutional investors and hedge funds held shares of Energy Recovery Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 6.34 M
Amundi: 4 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.18 M
Legal & General Group Plc: 2.06 M
FIL Ltd: 1.72 M
GEODE CAPITAL MANAGEMENT, LLC: 1.7 M
83.89% of Energy Recovery Inc stock is owned by institutional investors.
Institutional investors have bought a total of 60.73 M shares in the last 24 months. This purchase volume represents approximately $675.33 M in transactions.