Energy Recovery Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 6.09 M | $61.34 M | -3.89% | 11.32% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 5.26 M | $52.97 M | 15.26% | 9.78% |
| AMUNDI | 05/18/2026 | 3.74 M | $37.65 M | 31.16% | 6.95% |
| 05/15/2026 | 2.23 M | $22.46 M | 100.00% | 4.15% | |
| FIL LTD | 05/15/2026 | 1.99 M | $20.02 M | -0.28% | 3.69% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.90 M | $19.16 M | 41.57% | 3.54% |
| STATE STREET CORP | 05/15/2026 | 1.77 M | $17.85 M | 0.48% | 3.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.30 M | $13.04 M | 2.71% | 2.41% |
| 05/08/2026 | 1.26 M | $12.70 M | 100.00% | 2.35% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 877.43 K | $8.84 M | -7.59% | 1.63% |
| INVESCO LTD. | 05/12/2026 | 826.30 K | $8.32 M | 10.76% | 1.54% |
| AVENIR CORP | 05/14/2026 | 817.76 K | $8.23 M | -15.66% | 1.52% |
| MORGAN STANLEY | 05/15/2026 | 792.69 K | $7.98 M | -18.56% | 1.47% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 673.04 K | $6.78 M | -24.24% | 1.25% |
| 683 CAPITAL MANAGEMENT, LLC | 05/15/2026 | 550.00 K | $5.54 M | 100.00% | 1.02% |
| BROWN CAPITAL MANAGEMENT LLC | 05/14/2026 | 538.06 K | $5.42 M | -29.65% | 1.00% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 516.00 K | $5.20 M | 36.87% | 0.96% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 514.10 K | $5.18 M | 47.65% | 0.96% |
| KOPION ASSET MANAGEMENT, LLC | 04/10/2026 | 506.97 K | $5.11 M | 51.57% | 0.94% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 483.02 K | $4.86 M | 45.38% | 0.90% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 468.54 K | $4.72 M | -22.83% | 0.87% |
| 05/14/2026 | 457.78 K | $4.61 M | 5.45% | 0.85% | |
| NORTHERN TRUST CORP | 05/14/2026 | 450.44 K | $4.54 M | 2.75% | 0.84% |
| CITADEL ADVISORS LLC | 05/15/2026 | 449.44 K | $4.53 M | 7.37% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 431.29 K | $4.34 M | -2.99% | 0.80% |
| KLP KAPITALFORVALTNING AS | 04/29/2026 | 404.51 K | $4.07 M | 4.33% | 0.75% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 394.21 K | $3.97 M | -49.04% | 0.73% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 364.34 K | $3.67 M | 124.74% | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 364.26 K | $3.67 M | 100.00% | 0.68% |
| RAIFFEISEN BANK INTERNATIONAL AG | 04/24/2026 | 350.00 K | $3.43 M | 16.67% | 0.65% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 342.41 K | $3.45 M | -9.95% | 0.64% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 324.79 K | $3.27 M | -23.89% | 0.60% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 322.34 K | $3.25 M | 65.70% | 0.60% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 313.65 K | $3.16 M | 186.94% | 0.58% |
| CENTERBOOK PARTNERS LP | 05/05/2026 | 271.84 K | $2.74 M | 100.00% | 0.51% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 270.95 K | $2.73 M | 133.42% | 0.50% |
| FMR LLC | 05/15/2026 | 250.58 K | $2.52 M | 0.14% | 0.47% |
| REDMOND ASSET MANAGEMENT, LLC | 05/06/2026 | 214.38 K | $2.16 M | -5.28% | 0.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 165.71 K | $1.67 M | 3.79% | 0.31% |
| NUVEEN, LLC | 04/30/2026 | 164.49 K | $1.66 M | -0.10% | 0.31% |
| ISTHMUS PARTNERS, LLC | 04/30/2026 | 153.26 K | $1.54 M | 38.01% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 148.77 K | $1.50 M | -3.88% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 144.27 K | $1.45 M | 40.08% | 0.27% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 139.61 K | $1.41 M | -18.51% | 0.26% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 135.97 K | $1.37 M | 100.00% | 0.25% |
| JANE STREET GROUP, LLC | 05/12/2026 | 135.47 K | $1.36 M | 21.31% | 0.25% |
| CONESTOGA CAPITAL ADVISORS, LLC | 04/24/2026 | 133.73 K | $1.35 M | 0.00% | 0.25% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/11/2026 | 132.32 K | $1.33 M | -2.06% | 0.25% |
| UBS GROUP AG | 05/05/2026 | 125.94 K | $1.27 M | 23.70% | 0.23% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 122.13 K | $1.23 M | 0.00% | 0.23% |
Energy Recovery Inc institutional Ownership - FAQ's
During the previous two years, 286 institutional investors and hedge funds held shares of Energy Recovery Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 6.09 M
AMERIPRISE FINANCIAL INC: 5.26 M
Amundi: 3.74 M
FIL Ltd: 1.99 M
Legal & General Group Plc: 1.9 M
STATE STREET CORP: 1.77 M
82.36% of Energy Recovery Inc stock is owned by institutional investors.
Institutional investors have bought a total of 56.77 M shares in the last 24 months. This purchase volume represents approximately $631.24 M in transactions.