ENERGY RECOVERY INC (ERII) Top Institutional Shareholders
ENERGY RECOVERY INC (ERII) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $435.58M in ERII holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of ERII tracked by InsiderSet, reporting ownership valued at approximately $61.34M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.76M, representing an estimated loss of -10.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed ERII value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Ameriprise Financial Inc, Amundi, and several other long-term asset managers with concentrated positions in ENERGY RECOVERY INC (ERII).
This page ranks the largest institutional ERII shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
192
Total Reported Value
$435.58M
Largest Holder
Blackrock, Inc.
Largest Position
$61.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
168
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 6,090,926 | $61,335,627 | $54,757,425 | -$6,578,202 | -10.72% | |
| Ameriprise Financial Inc | 0.01% | 5,259,816 | $52,966,347 | $47,285,746 | -$5,680,601 | -10.72% | |
| Amundi | 0.01% | 3,740,309 | $37,647,713 | $33,625,378 | -$4,022,335 | -10.68% | |
| Vanguard Capital Management Llc | 0.00% | 2,230,270 | $22,458,819 | $20,050,127 | -$2,408,692 | -10.72% | |
| Fil Ltd | 0.02% | 1,987,919 | $20,018,344 | $17,871,392 | -$2,146,952 | -10.72% | |
| Legal & General Group Plc | 0.00% | 1,902,525 | $19,158,425 | $17,103,700 | -$2,054,725 | -10.72% | |
| State Street Corp | 0.00% | 1,772,948 | $17,853,586 | $15,938,803 | -$1,914,783 | -10.72% | |
| Geode Capital Management, Llc | 0.00% | 1,295,108 | $13,044,204 | $11,643,021 | -$1,401,183 | -10.74% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,261,661 | $12,704,926 | $11,342,332 | -$1,362,594 | -10.72% | |
| Dimensional Fund Advisors Lp | 0.00% | 877,431 | $8,835,070 | $7,888,105 | -$946,965 | -10.72% | |
| Invesco Ltd. | 0.00% | 826,296 | $8,320,802 | $7,428,401 | -$892,401 | -10.72% | |
| Avenir Corp | 1.00% | 817,755 | $8,234,798 | $7,351,617 | -$883,181 | -10.72% | |
| Morgan Stanley | 0.00% | 792,691 | $7,982,399 | $7,126,292 | -$856,107 | -10.72% | |
| Diamond Hill Capital Management Inc | 0.04% | 673,035 | $6,777,462 | $6,050,585 | -$726,877 | -10.72% | |
| 683 Capital Management, Llc | 0.51% | 550,000 | $5,538,501 | $4,944,500 | -$594,001 | -10.72% | |
| Brown Capital Management Llc | 0.77% | 538,063 | $5,418,294 | $4,837,186 | -$581,108 | -10.72% | |
| Arrowmark Colorado Holdings Llc | 0.14% | 516,000 | $5,196,120 | $4,638,840 | -$557,280 | -10.72% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 514,102 | $5,177,007 | $4,621,777 | -$555,230 | -10.72% | |
| Kopion Asset Management, Llc | 3.97% | 506,965 | $5,105,138 | $4,557,615 | -$547,523 | -10.72% | |
| Royce & Associates Lp | 0.05% | 483,018 | $4,863,991 | $4,342,332 | -$521,659 | -10.72% | |
| Goldman Sachs Group Inc | 0.00% | 468,535 | $4,718,148 | $4,212,130 | -$506,018 | -10.72% | |
| Swiss Life Asset Management Ltd | 0.02% | 457,783 | $4,609,875 | $4,115,469 | -$494,406 | -10.72% | |
| Northern Trust Corp | 0.00% | 450,437 | $4,535,901 | $4,049,429 | -$486,472 | -10.72% | |
| Citadel Advisors Llc | 0.00% | 449,436 | $4,525,820 | $4,040,430 | -$485,390 | -10.72% | |
| Charles Schwab Investment Management Inc | 0.00% | 431,288 | $4,343,070 | $3,877,279 | -$465,791 | -10.72% | |
| Klp Kapitalforvaltning As | 0.02% | 404,511 | $4,073,426 | $3,636,554 | -$436,872 | -10.72% | |
| Select Equity Group, L.P. | 0.02% | 394,208 | $3,969,675 | $3,543,930 | -$425,745 | -10.72% | |
| Vanguard Fiduciary Trust Co | 0.00% | 364,261 | $3,668,108 | $3,274,706 | -$393,402 | -10.72% | |
| Pinnacle Associates Ltd | 0.04% | 342,407 | $3,448,038 | $3,078,239 | -$369,799 | -10.72% | |
| Raiffeisen Bank International Ag | 0.05% | 350,000 | $3,433,500 | $3,146,500 | -$287,000 | -8.36% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 324,785 | $3,270,585 | $2,919,817 | -$350,768 | -10.72% | |
| Millennium Management Llc | 0.00% | 322,341 | $3,245,974 | $2,897,846 | -$348,128 | -10.72% | |
| Centerbook Partners Lp | 0.15% | 271,836 | $2,737,389 | $2,443,806 | -$293,583 | -10.72% | |
| Bnp Paribas Financial Markets | 0.00% | 270,951 | $2,728,477 | $2,435,849 | -$292,628 | -10.72% | |
| Fmr Llc | 0.00% | 250,580 | $2,523,342 | $2,252,714 | -$270,628 | -10.72% | |
| Redmond Asset Management, Llc | 0.59% | 214,380 | $2,158,807 | $1,927,276 | -$231,531 | -10.72% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 165,708 | $1,668,680 | $1,489,715 | -$178,965 | -10.72% | |
| Nuveen, Llc | 0.00% | 164,488 | $1,656,394 | $1,478,747 | -$177,647 | -10.72% | |
| Isthmus Partners, Llc | 0.16% | 153,262 | $1,543,348 | $1,377,825 | -$165,523 | -10.72% | |
| Bank Of New York Mellon Corp | 0.00% | 148,769 | $1,498,105 | $1,337,433 | -$160,672 | -10.72% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 144,265 | $1,452,749 | $1,296,942 | -$155,807 | -10.72% |
| Deutsche Bank Ag\ | 0.00% | 139,605 | $1,405,823 | $1,255,049 | -$150,774 | -10.72% | |
| Trexquant Investment Lp | 0.01% | 135,968 | $1,369,198 | $1,222,352 | -$146,846 | -10.72% | |
| Jane Street Group, Llc | 0.00% | 135,473 | $1,364,213 | $1,217,902 | -$146,311 | -10.72% | |
| Conestoga Capital Advisors, Llc | 0.03% | 133,725 | $1,346,611 | $1,202,188 | -$144,423 | -10.72% | |
| Essex Investment Management Co Llc | 0.21% | 132,322 | $1,332,483 | $1,189,575 | -$142,908 | -10.72% | |
| Ubs Group Ag | 0.00% | 125,943 | $1,268,246 | $1,132,228 | -$136,018 | -10.72% | |
| Jupiter Asset Management Ltd | 0.01% | 122,129 | $1,229,839 | $1,097,940 | -$131,899 | -10.72% | |
| Rice Hall James & Associates, Llc | 0.07% | 120,522 | $1,213,657 | $1,083,493 | -$130,164 | -10.72% | |
| Hsbc Holdings Plc | 0.00% | 110,812 | $1,101,753 | $996,200 | -$105,553 | -9.58% |
Frequently asked questions about ERII
Who owns the most ERII stock?
The largest holders of ERII are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ENERGY RECOVERY INC (ERII).
Is ERII widely held by superinvestors?
Many widely followed stocks like ERII appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ERII is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.