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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Amundi, Fil Ltd, Select Equity Group, L.P., and Brown Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -132 | -100.0% | 0 | $0.00 | Q4 2025 | Sep 18, 2026 |
| Montanaro Asset Management Ltd | Buy | +128,160 | — | 128,160 | $1.73M | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +65,056 | — | 65,056 | $873.83K | Q4 2025 | Mar 06, 2026 |
| Raymond James Financial Inc | Buy | +101,629 | — | 101,629 | $1.37M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +38,950 | — | 38,950 | $525.43K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +35 | — | 35 | $472.00 | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +4,563,348 | — | 4,563,348 | $61.56M | Q4 2025 | Feb 17, 2026 |
| Amundi | Buy | +2,851,691 | — | 2,851,691 | $38.46M | Q4 2025 | Feb 17, 2026 |
| Fil Ltd | Buy | +1,993,506 | — | 1,993,506 | $26.89M | Q4 2025 | Feb 17, 2026 |
| Select Equity Group, L.P. | Buy | +773,577 | — | 773,577 | $10.44M | Q4 2025 | Feb 17, 2026 |
| Brown Capital Management Llc | Buy | +764,793 | — | 764,793 | $10.32M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +438,397 | — | 438,397 | $5.91M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +418,587 | — | 418,587 | $5.65M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +385,687 | — | 385,687 | $5.20M | Q4 2025 | Feb 17, 2026 |
| Arrowmark Colorado Holdings Llc | Buy | +377,000 | — | 377,000 | $5.09M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +300,618 | — | 300,618 | $4.06M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +250,242 | — | 250,242 | $3.38M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +194,532 | — | 194,532 | $2.62M | Q4 2025 | Feb 17, 2026 |
| Rice Hall James & Associates, Llc | Buy | +121,998 | — | 121,998 | $1.65M | Q4 2025 | Feb 17, 2026 |
| State Of Wisconsin Investment Board | Buy | +113,666 | — | 113,666 | $1.53M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +63,095 | — | 63,095 | $851.15K | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +54,250 | — | 54,250 | $731.83K | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +53,701 | — | 53,701 | $725.00K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +53,340 | — | 53,340 | $719.56K | Q4 2025 | Feb 17, 2026 |
| Old West Investment Management, Llc | Buy | +49,944 | — | 49,944 | $673.74K | Q4 2025 | Feb 17, 2026 |
| California State Teachers Retirement System | Buy | +49,008 | — | 49,008 | $661.12K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +46,642 | — | 46,642 | $629.20K | Q4 2025 | Feb 17, 2026 |
| Shelton Capital Management | Buy | +46,385 | — | 46,385 | $625.73K | Q4 2025 | Feb 17, 2026 |
| Lazard Asset Management Llc | Buy | +43,591 | — | 43,591 | $588.04K | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager Lp | Buy | +38,412 | — | 38,412 | $518.18K | Q4 2025 | Feb 17, 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
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- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- ERII Insider Trading & SEC Form 4 Activity
- ERII Articles
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