Energy Recovery Inc
$6.64-0.3%
+$46.8M
Net Activity
+2.68% total shares
Institutions Holding
202
Popularity Rank
#2986
Avg Weight
0.04%
Total Value
$477.3M
Market Cap
$359.6M
202 institutions currently hold ERII, with 131 net buyers and 84 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
84
Net Buying Institutions
131
Top 5 by Value
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Across its top 20 institutional holders, ERII's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 38/100).
ERII ranks #2986 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
202 institutions disclose a position in ERII, but none treat it as a major bet — even Kopion Asset Management, LLC, its most concentrated holder, allocates just 3.6% of its own portfolio to it.
Kopion Asset Management, LLC has added to its ERII position for two straight quarters, increasing it by $1.7M to reach $6.8M today.
Pinnacle Associates LTD has trimmed its ERII position for two straight quarters, cutting it by $1.8M while still holding $1.7M.
ERII is down 0.3% today, but institutions show net buying of $46.8M this quarter — a divergence between today's price move and the underlying institutional flow.
ERII posted net income of $15.3M over the trailing twelve months, and currently trades at a P/E of 23.4.
+$176.5M
Total Buy Value
$92.0M
Total Sell Value
131
Net Buyers
84
Net Sellers
ERII
Q2 2026
Top 5 Institutional Movers
-$46.8M
+$10.7M
+$6.0M
ERII does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
2
Filings (90d)
$64K
Total Est. Value
7K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Yeung William | 2026-07-28 | $18K |
| Clemente Rodney | 2026-07-28 | $46K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Ameriprise Financial, Inc. | 13G/A | 2026-08-14 | 1.3% |
| AMUNDI | 13G/A | 2026-07-22 | 7.8% |
1
Filings (14d)
Energy Recovery (ERII) filed an 8-K on August 5, 2026, to mark the release of its Q2 and first-half earnings for the period ended June 30, 2026. The filing is essentially a wrapper — the actual press release is attached as Exhibit 99.1, so the specific financial numbers aren't repeated in the body of the 8-K itself.
View Full Filing (SEC EDGAR)29270J100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,665
Total reported value
$986.1B
Held by 4665 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,613
Total reported value
$529.1B
Held by 4613 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,444
Total reported value
$354.7B
Held by 4444 institutions — one of the most-tracked stocks on AlphaSMO
Access ERII's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ERIICLI
npx alphasmo stocks get ERII