Energy Recovery Inc (ERII) 13F Holders & Ownership Data (202 Funds, Q2 2026)

ERII ranks #2976 out of 37501 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.

Lazard Asset Management LLC has added to its ERII position for two straight quarters, increasing it by $3.9M to reach $4.5M today.

Ameriprise Financial Inc has trimmed its ERII position for two straight quarters, cutting it by $55.4M while still holding $6.1M.

ERII is down 1.9% 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 26.8.

• Profitable — net income of $15.3M over the trailing twelve months
• Revenue declined 15.0% year over year
• Net income declined year over year, from $24.1M to $15.3M
• Generated $18.8M in positive operating cash flow
• Current ratio of 10.44x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.12x equity — within a conventional range