ENERGY RECOVERY INC (ERII) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $355.60M 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 $57.23M in its June 30, 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 $44.35M, representing an estimated loss of -22.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed ERII value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Legal & General Group Plc, 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
191
Total Reported Value
$355.60M
Largest Holder
Blackrock, Inc.
Largest Position
$57.23M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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% | 6,344,252 | $57,225,153 | $44,346,321 | -$12,878,832 | -22.51% | |
| Vanguard Capital Management Llc | 0.00% | 2,183,718 | $19,697,136 | $15,264,189 | -$4,432,947 | -22.51% | |
| Legal & General Group Plc | 0.00% | 2,059,764 | $18,579,072 | $14,397,750 | -$4,181,322 | -22.51% | |
| Fil Ltd | 0.01% | 1,715,722 | $15,475,812 | $11,992,897 | -$3,482,915 | -22.51% | |
| Geode Capital Management, Llc | 0.00% | 1,697,550 | $15,314,318 | $11,865,875 | -$3,448,444 | -22.52% | |
| State Street Corp | 0.00% | 1,625,893 | $14,665,555 | $11,364,992 | -$3,300,563 | -22.51% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,263,667 | $11,398,276 | $8,833,032 | -$2,565,244 | -22.51% | |
| Morgan Stanley | 0.00% | 1,237,003 | $11,157,767 | $8,646,651 | -$2,511,116 | -22.51% | |
| Mackenzie Financial Corp | 0.01% | 1,187,686 | $10,712,928 | $8,301,925 | -$2,411,003 | -22.51% | |
| Invesco Ltd. | 0.00% | 925,550 | $8,348,460 | $6,469,595 | -$1,878,866 | -22.51% | |
| Dimensional Fund Advisors Lp | 0.00% | 878,724 | $7,925,406 | $6,142,281 | -$1,783,125 | -22.50% | |
| Arrowmark Colorado Holdings Llc | 0.32% | 847,000 | $7,639,940 | $5,920,530 | -$1,719,410 | -22.51% | |
| Royce & Associates Lp | 0.05% | 752,812 | $6,790,364 | $5,262,156 | -$1,528,208 | -22.51% | |
| Avenir Corp | 0.76% | 693,886 | $6,258,856 | $4,850,263 | -$1,408,593 | -22.51% | |
| Ameriprise Financial Inc | 0.00% | 679,236 | $6,126,710 | $4,747,860 | -$1,378,850 | -22.51% | |
| Marshall Wace, Llp | 0.01% | 677,248 | $6,108,776 | $4,733,964 | -$1,374,812 | -22.51% | |
| Kopion Asset Management, Llc | 3.65% | 639,545 | $5,768,696 | $4,470,420 | -$1,298,276 | -22.51% | |
| Goldman Sachs Group Inc | 0.00% | 601,335 | $5,424,042 | $4,203,332 | -$1,220,710 | -22.51% | |
| 683 Capital Management, Llc | 0.44% | 530,000 | $4,780,600 | $3,704,700 | -$1,075,900 | -22.51% | |
| Lazard Asset Management Llc | 0.01% | 500,061 | $4,510,550 | $3,495,426 | -$1,015,124 | -22.51% | |
| Northern Trust Corp | 0.00% | 478,524 | $4,316,286 | $3,344,883 | -$971,403 | -22.51% | |
| Citadel Advisors Llc | 0.00% | 476,236 | $4,295,649 | $3,328,890 | -$966,759 | -22.51% | |
| Tudor Investment Corp Et Al | 0.02% | 471,905 | $4,256,583 | $3,298,616 | -$957,967 | -22.51% | |
| Swiss Life Asset Management Ltd | 0.02% | 464,661 | $4,191,242 | $3,247,980 | -$943,262 | -22.51% | |
| Raiffeisen Bank International Ag | 0.05% | 460,000 | $4,052,600 | $3,215,400 | -$837,200 | -20.66% | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | 439,817 | $3,967,149 | $3,074,321 | -$892,828 | -22.51% | |
| Centerbook Partners Lp | 0.19% | 420,507 | $3,792,973 | $2,939,344 | -$853,629 | -22.51% | |
| Klp Kapitalforvaltning As | 0.01% | 400,311 | $3,610,805 | $2,798,174 | -$812,631 | -22.51% | |
| Bnp Paribas Financial Markets | 0.00% | 396,421 | $3,575,717 | $2,770,983 | -$804,734 | -22.51% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 378,799 | $3,416,767 | $2,647,805 | -$768,962 | -22.51% | |
| Vanguard Fiduciary Trust Co | 0.00% | 367,399 | $3,313,939 | $2,568,119 | -$745,820 | -22.51% | |
| Charles Schwab Investment Management Inc | 0.00% | 367,118 | $3,311,404 | $2,566,155 | -$745,249 | -22.51% | |
| Pinnacle Associates Ltd | 0.03% | 326,119 | $2,941,593 | $2,279,572 | -$662,021 | -22.51% | |
| Jpmorgan Chase & Co | 0.00% | 285,216 | $2,512,754 | $1,993,660 | -$519,094 | -20.66% | |
| Aqr Capital Management Llc | 0.00% | 262,844 | $2,370,852 | $1,837,280 | -$533,572 | -22.51% | |
| Two Sigma Investments, Lp | 0.00% | 232,829 | $2,100,118 | $1,627,475 | -$472,643 | -22.51% | |
| D. E. Shaw & Co., Inc. | 0.00% | 218,707 | $1,972,737 | $1,528,762 | -$443,975 | -22.51% | |
| Susquehanna International Group, Llp | 0.00% | 193,919 | $1,749,149 | $1,355,494 | -$393,655 | -22.51% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 165,708 | $1,668,680 | $1,158,299 | -$510,381 | -30.59% | |
| Nuveen, Llc | 0.00% | 173,713 | $1,566,891 | $1,214,254 | -$352,637 | -22.51% | |
| Jupiter Asset Management Ltd | 0.01% | 165,401 | $1,491,917 | $1,156,153 | -$335,764 | -22.51% | |
| Isthmus Partners, Llc | 0.14% | 161,447 | $1,456,252 | $1,128,515 | -$327,737 | -22.51% | |
| Bank Of New York Mellon Corp | 0.00% | 155,092 | $1,398,930 | $1,084,093 | -$314,837 | -22.51% | |
| Jump Financial, Llc | 0.01% | 152,127 | $1,372,185 | $1,063,368 | -$308,817 | -22.51% | |
| Polymer Capital Management (Us) Llc | 0.19% | 144,705 | $1,305,239 | $1,011,488 | -$293,751 | -22.51% | |
| Sg Americas Securities, Llc | 0.00% | 142,285 | $1,283,000 | $994,572 | -$288,428 | -22.48% | |
| Squarepoint Ops Llc | 0.00% | 125,140 | $1,128,763 | $874,729 | -$254,034 | -22.51% | |
| Rice Hall James & Associates, Llc | 0.05% | 124,629 | $1,124,154 | $871,157 | -$252,997 | -22.51% | |
| Nordea Investment Management Ab | 0.00% | 124,691 | $1,094,787 | $871,590 | -$223,197 | -20.39% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 120,366 | $1,085,701 | $841,358 | -$244,343 | -22.51% |
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.