Skip to main content

Energy Recovery, Inc.

ERII
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0001421517

In the last 90 days, Energy Recovery, Inc. insiders filed 0 open-market purchases and 2 sales; 199 institutions reported holding it in 13F filings for Q2 2026, worth $395.6M in total; no superinvestor holds it.

13F holders, Q2 2022

Institutional positions in Energy Recovery, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
165
−1 vs. Q1 2022
Shares held
41.3M
+3.81M (+10.2%) vs. Q1 2022
Total value
$801.2M
+$47.0M (+6.2%) vs. Q1 2022
New holders
21
72 more added
Sold out
22
41 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ERII on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 165 institutions
Q1 2021: 143 institutionsQ2 2021: 158 institutionsQ3 2021: 154 institutionsQ4 2021: 162 institutionsQ1 2022: 168 institutionsQ2 2022: 165 institutionsQ3 2022: 177 institutionsQ4 2022: 174 institutionsQ1 2023: 175 institutionsQ2 2023: 186 institutionsQ3 2023: 182 institutionsQ4 2023: 192 institutionsQ1 2024: 192 institutionsQ2 2024: 174 institutionsQ3 2024: 171 institutionsQ4 2024: 189 institutionsQ1 2025: 204 institutionsQ2 2025: 186 institutionsQ3 2025: 192 institutionsQ4 2025: 192 institutionsQ1 2026: 197 institutionsQ2 2026: 199 institutions
Value heldQ2 2022: $801.2M
Q1 2021: $493.8MQ2 2021: $674.3MQ3 2021: $582.9MQ4 2021: $749.2MQ1 2022: $754.7MQ2 2022: $801.2MQ3 2022: $930.6MQ4 2022: $946.6MQ1 2023: $1.03BQ2 2023: $1.25BQ3 2023: $976.5MQ4 2023: $918.4MQ1 2024: $776.5MQ2 2024: $638.5MQ3 2024: $846.2MQ4 2024: $661.9MQ1 2025: $713.0MQ2 2025: $580.6MQ3 2025: $679.3MQ4 2025: $591.8MQ1 2026: $446.1MQ2 2026: $395.6M
Institutions holding ERII and their total value by quarter
QuarterHoldersValue
Q2 2026199$395.6M
Q1 2026197$446.1M
Q4 2025192$591.8M
Q3 2025192$679.3M
Q2 2025186$580.6M
Q1 2025204$713.0M
Q4 2024189$661.9M
Q3 2024171$846.2M
Q2 2024174$638.5M
Q1 2024192$776.5M
Q4 2023192$918.4M
Q3 2023182$976.5M
Q2 2023186$1.25B
Q1 2023175$1.03B
Q4 2022174$946.6M
Q3 2022177$930.6M
Q2 2022165$801.2M
Q1 2022168$754.7M
Q4 2021162$749.2M
Q3 2021154$582.9M
Q2 2021158$674.3M
Q1 2021143$493.8M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Energy Recovery, Inc.; share changes are against Q1 2022.

Institutions holding ERII in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,248,925$82.5M0.00%+879,154+26.1%Added
Trigran Investments, Inc.3,176,888$61.7M7.19%+217,712+7.4%Added
Vanguard Group Inc2,513,292$48.8M0.00%+167,875+7.2%Added
William Blair Investment Management, LLC2,421,199$47.0M0.17%+22,036+0.9%Added
Diamond Hill Capital Management Inc2,132,804$41.4M0.18%+265,154+14.2%Added
FIL Ltd2,066,091$40.1M0.05%−76,509−3.6%Reduced
Avenir Corp1,726,340$33.5M3.20%−8,528−0.5%Reduced
Bank of New York Mellon Corp1,088,239$21.1M0.00%−68,692−5.9%Reduced
State Street Corp1,061,596$20.6M0.00%+32,280+3.1%Added
Handelsbanken Fonder AB1,037,500$20.1M0.13%+7,500+0.7%Added
Jennison Associates LLC974,609$18.9M0.02%+452,454+86.7%Added
Nuveen Asset Management, LLC921,564$17.9M0.01%+702,537+320.8%Added
Montanaro Asset Management Ltd859,000$16.7M2.51%−25,000−2.8%Reduced
KBC Group NV829,301$16.1M0.08%+76,572+10.2%Added
First Trust Advisors LP815,957$15.8M0.02%−47,453−5.5%Reduced
Geode Capital Management, LLC814,636$15.8M0.00%+97,262+13.6%Added
Invesco Ltd.788,747$15.3M0.00%+78,875+11.1%Added
ACK Asset Management LLC717,400$13.9M3.90%+717,400New
Pembroke Management, LTD634,297$12.3M1.27%+180,862+39.9%Added
Dimensional Fund Advisors LP573,584$11.1M0.00%+57,675+11.2%Added
EVR Research LP561,800$10.9M3.22%+334,420+147.1%Added
Driehaus Capital Management LLC560,170$10.9M0.18%−3,595−0.6%Reduced
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income528,595$10.3M1.31%−4,450−0.8%Reduced
Northern Trust Corp517,714$10.1M0.00%+103,779+25.1%Added
Essex Investment Management Co LLC439,408$8.53M1.38%−9,730−2.2%Reduced
Deutsche Bank AG430,068$8.35M0.00%+174,825+68.5%Added
Morgan Stanley424,192$8.24M0.00%+50,515+13.5%Added
Silvercrest Asset Management Group LLC415,179$8.06M0.06%−18,416−4.2%Reduced
Handelsinvest Investeringsforvaltning390,000$7.57M1.12%+40,000+11.4%Added
Legal & General Group Plc361,081$7.01M0.00%+23,850+7.1%Added
Raymond James & Associates354,684$6.89M0.01%+4,207+1.2%Added
Eaton Vance Management352,895$6.85M0.01%−38,858−9.9%Reduced
Charles Schwab Investment Management Inc308,861$6.00M0.00%+24,504+8.6%Added
Baird Financial Group, Inc.291,534$5.66M0.02%−8,893−3.0%Reduced
Lagoda Investment Management, L.P.245,330$4.76M3.16%+71,525+41.2%Added
Rice Hall James & Associates, LLC233,991$4.54M0.22%+39,377+20.2%Added
Two Sigma Advisers, LP183,112$3.56M0.01%+94,600+106.9%Added
JPMorgan Chase & Co171,992$3.34M0.00%−2,971−1.7%Reduced
Miura Global Management, LLC170,000$3.30M2.26%−310,000−64.6%Reduced
Scholtz & Company, LLC165,615$3.22M1.98%+165,615New
Goldman Sachs Group Inc154,918$3.01M0.00%+28,893+22.9%Added
Millennium Management LLC153,415$2.98M0.00%−357,544−70.0%Reduced
Select Equity Group, L.P.151,062$2.93M0.01%+22,263+17.3%Added
State of Wisconsin Investment Board142,234$2.76M0.01%+12,334+9.5%Added
Monarch Partners Asset Management LLC140,410$2.73M0.76%+47,170+50.6%Added
Hantz Financial Services, Inc.136,829$2.66M0.09%+26,964+24.5%Added
BNP Paribas Arbitrage, SA132,002$2.56M0.01%+21,431+19.4%Added
Bank of America Corp123,196$2.39M0.00%+57,053+86.3%Added
Swiss National Bank120,500$2.34M0.00%+33,400+38.3%Added
Van Eck Associates Corp118,927$2.31M0.01%+42,707+56.0%Added
Nicholas Investment Partners, LP107,821$2.09M0.20%−182−0.2%Reduced
Wellington Management Group LLP105,765$2.05M0.00%−14,332−11.9%Reduced
Two Sigma Investments, LP103,560$2.01M0.01%+34,028+48.9%Added
Victory Capital Management Inc102,565$1.99M0.00%−6,443−5.9%Reduced
Vontobel Holding Ltd.100,179$1.92M0.02%+24,452+32.3%Added
Susquehanna International Group, LLP96,453$1.87M0.00%+5,375+5.9%Added
Sargent Investment Group, LLC95,330$1.85M0.57%+2,760+3.0%Added
State Board of Administration of Florida Retirement System95,248$1.85M0.00%00.0%Unchanged
Redmond Asset Management, LLC94,587$1.84M0.66%+922+1.0%Added
Assenagon Asset Management S.A.93,728$1.82M0.01%+12,843+15.9%Added
Alliancebernstein L.P.91,039$1.77M0.00%+171+0.2%Added
Renaissance Technologies LLC89,700$1.74M0.00%−49,300−35.5%Reduced
UBS Group AG87,466$1.70M0.00%−39,898−31.3%Reduced
Norges Bank80,800$1.57M0.00%+80,800New
Gabelli Funds LLC74,000$1.44M0.01%00.0%Unchanged
Chatham Capital Group, Inc.71,434$1.39M0.31%+105+0.1%Added
DnB Asset Management AS70,965$1.38M0.01%−93,276−56.8%Reduced
Credit Suisse AG68,650$1.33M0.00%+20,569+42.8%Added
California State Teachers Retirement System67,550$1.31M0.00%+18,209+36.9%Added
Neuberger Berman Group LLC65,015$1.26M0.00%00.0%Unchanged
Rhumbline Advisers64,446$1.25M0.00%+21,235+49.1%Added
Tealwood Asset Management Inc64,141$1.25M0.62%−1,394−2.1%Reduced
SG Americas Securities, LLC63,865$1.24M0.02%−7,937−11.1%Reduced
Marshall Wace, LLP61,643$1.20M0.00%+40,588+192.8%Added
ExodusPoint Capital Management, LP59,474$1.16M0.02%−52,909−47.1%Reduced
NJ State Employees Deferred Compensation Plan59,000$1.15M0.19%00.0%Unchanged
New York State Common Retirement Fund57,957$1.13M0.00%+9,313+19.1%Added
Wells Fargo & Company56,503$1.10M0.00%−15,970−22.0%Reduced
Advisory Research Inc54,968$1.07M0.10%+54,968New
Stifel Financial Corp52,148$1.01M0.00%+6,815+15.0%Added
UBS Asset Management Americas Inc51,552$1.00M0.00%+10,688+26.2%Added
PDT Partners, LLC51,014$991.0K0.09%−5,486−9.7%Reduced
Gsa Capital Partners LLP50,483$980.0K0.15%−11,496−18.5%Reduced
Meros Investment Management, LP46,345$900.0K0.83%+121+0.3%Added
Jump Financial, LLC46,042$894.0K0.04%+11,620+33.8%Added
Cubist Systematic Strategies, LLC45,810$890.0K0.01%−96,251−67.8%Reduced
Dark Forest Capital Management LP45,456$883.0K0.20%+27,079+147.4%Added
LPL Financial LLC40,678$790.0K0.00%+240+0.6%Added
Teton Advisors, Inc.30,000$583.0K0.12%00.0%Unchanged
MetLife Investment Management29,092$565.0K0.00%+6,617+29.4%Added
Family Management Corp28,872$561.0K0.16%−19,368−40.1%Reduced
Manchester Capital Management LLC28,344$550.0K0.09%00.0%Unchanged
D.A. Davidson & Co.26,570$516.0K0.01%−23,250−46.7%Reduced
American International Group, Inc.26,119$507.0K0.00%+5,473+26.5%Added
Manufacturers Life Insurance Company, The22,565$438.2K0.00%+4,708+26.4%Added
Algert Global LLC21,474$417.0K0.03%+21,474New
AQR Capital Management LLC19,873$386.0K0.00%+580+3.0%Added
Voya Investment Management LLC19,424$377.0K0.00%+2,760+16.6%Added
Mercer Global Advisors Inc19,200$373.0K0.00%00.0%Unchanged
Price T Rowe Associates Inc18,125$352.0K0.00%+1,595+9.6%Added