Energy Recovery, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 5.78 M | $89.07 M | 2.34% | 10.65% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 4.97 M | $76.58 M | -8.05% | 9.15% |
| VANGUARD GROUP INC | 11/07/2025 | 3.76 M | $58.02 M | 3.79% | 6.94% |
| FIL LTD | 11/13/2025 | 2.04 M | $31.47 M | -6.38% | 3.76% |
| BROWN CAPITAL MANAGEMENT LLC | 11/04/2025 | 1.60 M | $24.72 M | -35.35% | 2.95% |
| STATE STREET CORP | 11/14/2025 | 1.44 M | $22.19 M | -1.39% | 2.65% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.31 M | $20.17 M | 32.21% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.29 M | $19.92 M | -0.09% | 2.38% |
| AVENIR CORP | 11/14/2025 | 1.03 M | $15.82 M | -3.04% | 1.89% |
| MORGAN STANLEY | 11/14/2025 | 930.86 K | $14.35 M | -10.01% | 1.72% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 925.10 K | $14.26 M | 2.52% | 1.71% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/05/2025 | 894.93 K | $13.80 M | -15.14% | 1.65% |
| SELECT EQUITY GROUP, L.P. | 11/14/2025 | 751.04 K | $11.58 M | -2.42% | 1.38% |
| AMUNDI | 11/14/2025 | 673.13 K | $10.51 M | 87.83% | 1.24% |
| INVESCO LTD. | 11/13/2025 | 644.06 K | $9.93 M | -25.23% | 1.19% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 554.33 K | $8.55 M | 19.44% | 1.02% |
| ALPHA WAVE GLOBAL, LP | 11/13/2025 | 527.87 K | $8.14 M | -26.10% | 0.97% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 498.87 K | $7.69 M | 8.59% | 0.92% |
| NORTHERN TRUST CORP | 11/14/2025 | 487.74 K | $7.52 M | -1.80% | 0.90% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 480.86 K | $7.41 M | -2.73% | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 449.27 K | $6.93 M | -0.24% | 0.83% |
| 12/02/2025 | 434.13 K | $6.69 M | 0.22% | 0.80% | |
| PINNACLE ASSOCIATES LTD | 11/13/2025 | 399.34 K | $6.16 M | 0.04% | 0.74% |
| KLP KAPITALFORVALTNING AS | 10/23/2025 | 363.41 K | $5.60 M | -11.77% | 0.67% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 355.30 K | $5.48 M | -16.33% | 0.65% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 346.80 K | $5.35 M | -7.20% | 0.64% |
| CITADEL ADVISORS LLC | 11/14/2025 | 331.82 K | $5.12 M | 771.40% | 0.61% |
| KOPION ASSET MANAGEMENT, LLC | 10/14/2025 | 318.29 K | $4.91 M | 5.10% | 0.59% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 317.65 K | $4.90 M | 100.00% | 0.59% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/13/2025 | 308.01 K | $4.75 M | 23.73% | 0.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 302.53 K | $4.66 M | 100.00% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 296.35 K | $4.57 M | -9.81% | 0.55% |
| RAIFFEISEN BANK INTERNATIONAL AG | 11/10/2025 | 290.00 K | $4.45 M | 11.54% | 0.53% |
| UBS GROUP AG | 11/13/2025 | 245.86 K | $3.79 M | -36.24% | 0.45% |
| MARSHALL WACE, LLP | 11/13/2025 | 239.39 K | $3.69 M | 376.74% | 0.44% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 235.31 K | $3.63 M | 51.74% | 0.43% |
| REDMOND ASSET MANAGEMENT, LLC | 11/10/2025 | 229.90 K | $3.55 M | -4.98% | 0.42% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 228.92 K | $3.53 M | 2.64% | 0.42% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 223.85 K | $3.45 M | 60.67% | 0.41% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 212.54 K | $3.28 M | 2.10% | 0.39% |
| FMR LLC | 11/13/2025 | 207.50 K | $3.20 M | 1,433.98% | 0.38% |
| MONTANARO ASSET MANAGEMENT LTD | 11/13/2025 | 205.56 K | $3.17 M | 0.00% | 0.38% |
| HRT FINANCIAL LP | 11/14/2025 | 177.80 K | $2.74 M | 30.31% | 0.33% |
| NUVEEN, LLC | 11/12/2025 | 171.86 K | $2.65 M | -16.42% | 0.32% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 168.67 K | $2.60 M | -29.46% | 0.31% |
| CANDRIAM S.C.A. | 11/06/2025 | 163.16 K | $2.52 M | 0.00% | 0.30% |
| JUPITER ASSET MANAGEMENT LTD | 11/10/2025 | 162.46 K | $2.51 M | -12.80% | 0.30% |
| SG AMERICAS SECURITIES, LLC | 10/23/2025 | 161.81 K | $2.50 M | 57.74% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 158.72 K | $2.45 M | -2.67% | 0.29% |
| JANE STREET GROUP, LLC | 11/14/2025 | 154.11 K | $2.38 M | 267.32% | 0.28% |
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.: 5.78 M
AMERIPRISE FINANCIAL INC: 4.97 M
VANGUARD GROUP INC: 3.76 M
FIL Ltd: 2.04 M
BROWN CAPITAL MANAGEMENT LLC: 1.6 M
STATE STREET CORP: 1.44 M
77.90% of Energy Recovery, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.97 M shares in the last 24 months. This purchase volume represents approximately $821.67 M in transactions.