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.
Holders of 5% or more of ERII
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Energy Recovery, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 13G/A | 8.60%4.56M shares | −1.30 ppfrom 9.90% | Feb 14, 20253 filings | Feb 17, 2026 | SEC |
| Amundi | 13G/A | 5.38%2.85M shares | 0.00 ppfrom 5.38% | Feb 17, 20262 filings | Feb 24, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
11 Schedule 13D and 13G filings on Energy Recovery, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 26, 20266:21 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −6.35 ppfrom 6.35%Below 5% | Mar 13, 2026 | SEC |
| Feb 24, 202610:49 AM ET | Amundiand 1 other | 13G/A | 5.38%2.85M shares | 0.00 ppfrom 5.38% | Dec 31, 2025 | SEC |
| Feb 17, 20264:55 PM ET | Amundiand 1 other | 13G | 5.38%2.85M shares | New | Dec 31, 2025 | SEC |
| Feb 17, 202610:37 AM ET | Ameriprise Financial Incand 8 others | 13G/A | 8.60%4.56M shares | −1.30 ppfrom 9.90% | Dec 31, 2025 | SEC |
| Aug 14, 202511:15 AM ET | Ameriprise Financial Incand 9 others | 13G/A | 9.90%5.40M shares | +1.30 ppfrom 8.60% | Jun 30, 2025 | SEC |
| May 15, 20252:11 PM ET | Brown Capital Management LLC | 13G/A | 4.76%2.60M shares | −0.28 ppfrom 5.04%Below 5% | Mar 31, 2025 | SEC |
| May 15, 202512:51 PM ET | Brown Capital Management LLC | 13G/A | 5.04%2.92M shares | 0.00 ppfrom 5.04% | Dec 31, 2024 | SEC |
| Apr 30, 202510:59 AM ET | Vanguard Group Inc | 13G/A | 6.35%3.49M shares | – | Mar 31, 2025 | SEC |
| Feb 14, 20254:09 PM ET | Brown Capital Management LLC | 13G/A | 5.04%2.92M shares | – | Dec 31, 2024 | SEC |
| Feb 14, 20252:24 PM ET | Ameriprise Financial Incand 7 others | 13G/A | 8.60%4.95M shares | – | Dec 31, 2024 | SEC |
| Feb 12, 20259:28 AM ET | FMR LLCand 1 other | 13G/A | 0.20%93.6K shares | –Below 5% | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Energy Recovery, Inc. shares.
No Form 144 notices for Energy Recovery, Inc. are on file.