ERII: Energy Recovery, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | Fell below 5% | Ameriprise Financial, Inc. | 1.30% | SEC |
Institutional ownership (Q2 2026)
199 institutions reported holding $390.38M of Energy Recovery, Inc. on Form 13F (198 the quarter before). 39 opened a new position and 38 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 6,344,252 | $57.23M |
| Amundi | 4,003,535 | $36.09M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,183,718 | $19.70M |
| Legal & General Group Plc | 2,059,764 | $18.58M |
| FIL Ltd | 1,715,722 | $15.48M |
| GEODE CAPITAL MANAGEMENT, LLC | 1,697,550 | $15.31M |
| STATE STREET CORP | 1,625,893 | $14.67M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,263,667 | $11.40M |
| MORGAN STANLEY | 1,237,003 | $11.16M |
| MACKENZIE FINANCIAL CORP | 1,187,686 | $10.71M |
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