Institutional Ownership Energy Recovery, Inc. (ERII)
This table provides information about the institutional ownership of Energy Recovery, Inc. (ERII). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
839
shares
|
$12,207
0.0% of portfolio
|
Q3 2025
Added 107.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
834
shares
|
$12,134
0.0% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
663
shares
|
$9,646
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
612
shares
|
$8,904
0.0% of portfolio
|
Q3 2025
Reduced 76.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$7,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
300
shares
|
$4,365
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
276
shares
|
$4,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
269
shares
|
$3,913
0.0% of portfolio
|
Q3 2025
Reduced 92.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
253
shares
|
$3,681
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
150
shares
|
$2,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
129
shares
|
$1,876
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
115
shares
|
$1,673
0.0% of portfolio
|
Q3 2025
Added 475.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$1,455
0.0% of portfolio
|
Q2 2020
Reduced 95.24%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
83
shares
|
$1,207
0.0% of portfolio
|
Q3 2025
Added 45.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
82
shares
|
$1,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
63
shares
|
$916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
62
shares
|
$902
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
41
shares
|
$596
0.0% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
35
shares
|
$509
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
30
shares
|
$436
0.0% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
25
shares
|
$363
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8
shares
|
$116
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$43
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|