Who Owns Energy Recovery Stock?
NASDAQ: ERIITechnologyIndustrial Machinery/ComponentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.39%
- Held by insiders
- 2.00%
- Institutional holders
- 282
- Institutions 97.4%
- Insiders 2.0%
- Public and other 0.6%
Who owns Energy Recovery stock?
Institutional investors own about 97.4% of Energy Recovery's shares, spread across 282 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.00% of ERII.
The largest institutional holders are Blackrock Inc. (12.31%), Amundi (7.77%) and Vanguard Capital Management LLC (4.24%). Together, the top 10 institutions control 45.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their ERII positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ERII
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 6.34M | 12.31% | +4.2% |
| Amundi | 4.00M | 7.77% | +7.0% |
| Vanguard Capital Management LLC | 2.18M | 4.24% | -2.1% |
| Legal & General Group PLC | 2.06M | 4.00% | +8.3% |
| FIL LTD | 1.72M | 3.33% | -13.7% |
| Geode Capital Management, LLC | 1.70M | 3.29% | +31.1% |
| State Street Corporation | 1.63M | 3.15% | -8.3% |
| Vanguard Portfolio Management LLC | 1.26M | 2.45% | +0.2% |
| Morgan Stanley | 1.24M | 2.40% | +56.0% |
| Mackenzie Financial Corporation | 1.19M | 2.30% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ERII
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.54M | 2.98% |
| iShares Trust-iShares Russell 2000 ETF | 1.32M | 2.57% |
| Meridian Fund Inc-Meridian Contrarian Fund | 847.00K | 1.64% |
| Calvert Impact Fund, Inc.-Calvert Global Water Fund | 625.87K | 1.21% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 593.44K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 570.21K | 1.11% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | 566.59K | 1.10% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | 473.40K | 0.92% |
| ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc | 466.07K | 0.90% |
| iShares Trust-iShares Russell 2000 Growth ETF | 426.57K | 0.83% |
Frequently asked questions
Who is the largest shareholder of Energy Recovery?
Blackrock Inc. is the largest institutional shareholder of ERII, owning 12.31% of shares outstanding (6.34M shares) as of its latest 13F filing.
What percentage of Energy Recovery is owned by institutions?
Institutions own about 97.4% of ERII shares and 99.4% of the public float.
How much of Energy Recovery do insiders own?
Insiders, such as officers and directors, own about 2.00% of ERII shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.