Energy Recovery, Inc.
Energy Recovery, Inc. (ERII) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ERII · as of Sep 30, 2025
Ownership Breakdown
197
Institutional Holders
▲ 8 vs Q2
$677.48M
Total Inst. Value
▲ $97.42M vs Q2
51.55M
Shares Outstanding
freeFloat 96.27%
43.93M
13F Shares Held
▼ 1.46M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ERII largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. special industry machinery, nec | 5.78M | 10.65% | 10.65% | $89.07B | Nov 12, 2025 | ▲ 132.1K |
AMERIPRISE FINANCIAL INC special industry machinery, nec | 4.97M | 9.15% | 9.15% | $76.58B | Nov 14, 2025 | ▼ 434.7K |
VANGUARD GROUP INC special industry machinery, nec | 3.76M | 6.93% | 6.93% | $58.02B | Nov 7, 2025 | ▲ 137.3K |
FIL LTD special industry machinery, nec | 2.04M | 3.76% | 3.76% | $31.47B | Nov 13, 2025 | ▼ 139.1K |
BROWN CAPITAL MANAGEMENT LLC special industry machinery, nec | 1.60M | 2.95% | 2.95% | $24.72B | Nov 4, 2025 | ▼ 876.3K |
STATE STREET CORP special industry machinery, nec | 1.44M | 2.65% | 2.65% | $22.19B | Nov 14, 2025 | ▼ 20.3K |
LEGAL & GENERAL GROUP PLC special industry machinery, nec | 1.31M | 2.41% | 2.41% | $20.17B | Nov 13, 2025 | ▲ 318.6K |
GEODE CAPITAL MANAGEMENT, LLC special industry machinery, nec | 1.29M | 2.38% | 2.38% | $19.92B | Nov 12, 2025 | ▼ 1.2K |
KBC GROUP NV special industry machinery, nec | 1.23M | 2.26% | 2.26% | $18.95B | Jan 20, 2026 | ▲ 22.2K |
AVENIR CORP special industry machinery, nec | 1.03M | 1.89% | 1.89% | $15.82B | Nov 14, 2025 | ▼ 32.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
22
Increased
+2.14M shares2
New Positions
first time holders24
Decreased
−2.67M shares0
Sold Out
fully exitedNet shares change (top 50)
538.5K
+2.14M / −2.67M
Net new holders
+0
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ERII insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
5
Buy transactions
2
Sell transactions
2.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
TONDREAU PAMELA L. director | Jun 4, 2026 | Award | 22,316 | $8.29 | $185.0K | 60.8K | Form 4 ↗ |
Chow Joan Kai director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 52.1K | Form 4 ↗ |
Sabol Colin R director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 44.5K | Form 4 ↗ |
Hanstveit Arve director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 400.6K | Form 4 ↗ |
TONDREAU PAMELA L. director | May 13, 2026 | Purchase | 20,000 | $8.34 | $166.8K | 37.4K | Form 4 ↗ |
Hanstveit Arve director | Apr 6, 2026 | Sale | 2,419 | $10.29 | $24.9K | 382.5K | Form 4 ↗ |
Hanstveit Arve director | Apr 2, 2026 | Sale | 165,292 | $10.14 | $1.68M | 384.9K | Form 4 ↗ |
Hanstveit Arve director | Mar 10, 2026 | Sale | 25,000 | $10.96 | $274.0K | 550.2K | Form 4 ↗ |
Hanstveit Arve director | Mar 5, 2026 | Sale | 38,418 | $10.71 | $411.5K | 586.8K | Form 4 ↗ |
Hanstveit Arve director | Mar 6, 2026 | Sale | 11,582 | $10.62 | $122.9K | 575.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Energy Recovery, Inc. (ERII) is primarily owned by institutional investors, who hold approximately 85.2% of total shares outstanding. Company insiders own approximately 3.73%, while retail and public investors account for the remaining 11.05%.
The largest institutional shareholder of Energy Recovery, Inc. is BLACKROCK, INC., holding approximately 5.78 million shares — equal to 10.65% of outstanding shares — as of September 30, 2025.
A total of 197 institutional investors currently hold ERII stock, with a combined institutional value of approximately $677,475,095 as of the most recent 13F filing period.
Frequently asked questions
ERII ownershipEnergy Recovery, Inc. (ERII) is primarily owned by institutional investors, who hold approximately 85.2% of shares. The largest shareholder is BLACKROCK, INC. with a 10.65% stake. Company insiders hold 3.73%. Data sourced from SEC Form 13F as of September 30, 2025.