Energy Recovery Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.34 M | $85.49 M | 9.71% | 11.92% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 4.56 M | $61.56 M | -8.11% | 8.58% |
| VANGUARD GROUP INC | 01/29/2026 | 3.85 M | $51.97 M | 2.38% | 7.25% |
| AMUNDI | 02/17/2026 | 2.85 M | $38.46 M | 323.65% | 5.36% |
| FIL LTD | 02/17/2026 | 1.99 M | $26.89 M | -2.32% | 3.75% |
| STATE STREET CORP | 02/13/2026 | 1.76 M | $23.80 M | 22.60% | 3.32% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 1.34 M | $18.13 M | 2.76% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.26 M | $17.01 M | -2.39% | 2.37% |
| MORGAN STANLEY | 02/13/2026 | 973.29 K | $13.13 M | 4.56% | 1.83% |
| AVENIR CORP | 02/13/2026 | 969.58 K | $13.08 M | -5.48% | 1.82% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 949.49 K | $12.81 M | 2.64% | 1.79% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 02/06/2026 | 888.36 K | $11.98 M | -0.73% | 1.67% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 773.58 K | $10.44 M | 3.00% | 1.46% |
| BROWN CAPITAL MANAGEMENT LLC | 02/17/2026 | 764.79 K | $10.32 M | -52.29% | 1.44% |
| INVESCO LTD. | 02/19/2026 | 746.04 K | $10.06 M | 15.83% | 1.40% |
| ACK ASSET MANAGEMENT LLC | 02/13/2026 | 677.25 K | $9.14 M | 100.00% | 1.27% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 607.18 K | $8.19 M | 9.53% | 1.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 444.59 K | $6.00 M | -1.04% | 0.84% |
| NORTHERN TRUST CORP | 02/17/2026 | 438.40 K | $5.91 M | -10.12% | 0.82% |
| 02/04/2026 | 434.13 K | $5.86 M | 0.00% | 0.82% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 426.73 K | $5.76 M | 20.11% | 0.80% |
| CITADEL ADVISORS LLC | 02/17/2026 | 418.59 K | $5.65 M | 26.15% | 0.79% |
| KLP KAPITALFORVALTNING AS | 01/28/2026 | 387.71 K | $5.23 M | 6.69% | 0.73% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 385.69 K | $5.20 M | -22.69% | 0.73% |
| PINNACLE ASSOCIATES LTD | 02/05/2026 | 380.23 K | $5.13 M | -4.78% | 0.72% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 377.00 K | $5.09 M | 100.00% | 0.71% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 348.19 K | $4.70 M | 55.55% | 0.66% |
| KOPION ASSET MANAGEMENT, LLC | 01/05/2026 | 334.47 K | $4.51 M | 5.08% | 0.63% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 332.25 K | $4.48 M | 4.60% | 0.63% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 01/26/2026 | 301.49 K | $4.07 M | -2.12% | 0.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 300.62 K | $4.06 M | -0.63% | 0.57% |
| RAIFFEISEN BANK INTERNATIONAL AG | 02/12/2026 | 300.00 K | $4.04 M | 3.45% | 0.56% |
| ALPHA WAVE GLOBAL, LP | 02/13/2026 | 265.12 K | $3.58 M | -49.78% | 0.50% |
| FMR LLC | 02/17/2026 | 250.24 K | $3.38 M | 20.60% | 0.47% |
| REDMOND ASSET MANAGEMENT, LLC | 02/09/2026 | 226.34 K | $3.05 M | -1.55% | 0.43% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 220.12 K | $2.97 M | 3.56% | 0.41% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 194.53 K | $2.62 M | 51.89% | 0.37% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 171.31 K | $2.31 M | -25.17% | 0.32% |
| NUVEEN, LLC | 02/12/2026 | 164.66 K | $2.22 M | -4.19% | 0.31% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 162.12 K | $2.19 M | 0.19% | 0.30% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 159.65 K | $2.15 M | -5.34% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 154.77 K | $2.09 M | -2.49% | 0.29% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 02/13/2026 | 135.10 K | $1.82 M | -2.02% | 0.25% |
| CONESTOGA CAPITAL ADVISORS, LLC | 02/02/2026 | 133.73 K | $1.80 M | 2.57% | 0.25% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2026 | 122.13 K | $1.65 M | -24.83% | 0.23% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 122.00 K | $1.65 M | -18.27% | 0.23% |
| CANDRIAM S.C.A. | 02/13/2026 | 119.71 K | $1.62 M | -26.63% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 116.08 K | $1.57 M | -50.67% | 0.22% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 113.86 K | $1.54 M | 217.77% | 0.21% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 113.69 K | $1.52 M | -15.10% | 0.21% |
Energy Recovery Inc institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of Energy Recovery Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 6.34 M
AMERIPRISE FINANCIAL INC: 4.56 M
VANGUARD GROUP INC: 3.85 M
Amundi: 2.85 M
FIL Ltd: 1.99 M
STATE STREET CORP: 1.76 M
82.03% of Energy Recovery Inc stock is owned by institutional investors.
Institutional investors have bought a total of 55.96 M shares in the last 24 months. This purchase volume represents approximately $828.73 M in transactions.