ENERGY RECOVERY INC (ERII) Institutional Ownership Changes & 13F Activity
ENERGY RECOVERY INC (ERII). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Tudor Investment Corp Et Al, Lazard Asset Management Llc, and Royce & Associates Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +456 | +3.2% | 14,588 | $131.58K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +26,800 | +6.0% | 476,236 | $4.30M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +33,464 | — | 33,464 | $301.85K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +23,459 | +48.2% | 72,083 | $650.19K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +14,952 | +41.2% | 51,285 | $462.59K | Q2 2026 | Aug 19, 2026 |
| Strive Financial Group ,Llc | Buy | +35 | — | 35 | $316.00 | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +925,550 | — | 925,550 | $8.35M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +679,236 | — | 679,236 | $6.13M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +471,905 | — | 471,905 | $4.26M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +432,632 | +641.6% | 500,061 | $4.51M | Q2 2026 | Aug 14, 2026 |
| Royce & Associates Lp | Buy | +269,794 | +55.9% | 752,812 | $6.79M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +204,807 | +1473.4% | 218,707 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +204,514 | +350.6% | 262,844 | $2.37M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +157,239 | +8.3% | 2,059,764 | $18.58M | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (Us) Llc | Buy | +144,705 | — | 144,705 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +143,930 | +161.9% | 232,829 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +132,800 | +28.3% | 601,335 | $5.42M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +121,176 | +166.6% | 193,919 | $1.75M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -93,888 | -69.3% | 41,585 | $375.10K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +86,674 | +809.1% | 97,386 | $878.42K | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +83,262 | +198.8% | 125,140 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +82,819 | — | 82,819 | $747.03K | Q2 2026 | Aug 14, 2026 |
| Corecommodity Management, Llc | Buy | +65,162 | +291.8% | 87,494 | $789.20K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -64,170 | -14.9% | 367,118 | $3.31M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +57,554 | +97.9% | 116,322 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Exoduspoint Capital Management, Lp | Buy | +55,371 | — | 55,371 | $499.45K | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Buy | +54,014 | +16.6% | 378,799 | $3.42M | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, Lp | Buy | +41,078 | — | 41,078 | $370.52K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Sell | -32,071 | -28.9% | 78,741 | $701.58K | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management Lp | Buy | +31,397 | — | 31,397 | $283.20K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ERII activity
Which institutional owners are buying ERII?
Institutional owners buying ERII include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ERII activity?
"Buy" means an investor increased their reported position in ERII compared to the prior reporting period. This reflects growing exposure to ENERGY RECOVERY INC (ERII) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ERII increasing?
Institutional interest in ERII can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ERII Institutional Insights
- ERII Overview
- ERII 13F Institutional Holders
- ERII Top Institutional Shareholders
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- ERII Insider Trading & SEC Form 4 Activity
- ERII Articles
- Top Institutional Investor Stock Rankings