Security key
29270J100
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,421,565
- Total 13F value
- $9,483,184
- Share change
- +131,605
- SEC-reported price per share
- $6.67
- Number of holders
- 20
- Value change
- +$396,700
- Number of buys
- 10
- Number of sells
- 10
- Shares outstanding
- 52,248,923
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
20
Top holders
10
ERII full security history
Ownership snapshot
Full 13F holder table
Energy Recovery, Inc. SEC filings
Energy Recovery, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of ERII - Energy Recovery, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Amundi
Disclosed value leader
Ole Peter Lorentzen
Comparable rows
4/15
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.8%
11 rows are not safely comparable across share classes.
13D/G row: Amundi
Showing 1-6 of 15 holder rows.
Quick read
Amundi leads the comparable SEC ownership view at 7.8%.
4 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Amundi's linked filing trail.
Comparable ownership
Top 4
Amundi
7.8%
BROWN CAPITAL MANAGEMENT LLC
4.8%
AMERIPRISE FINANCIAL INC
1.3%
FMR LLC
0.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Amundi |
13D/G
13F
Individual
|
7.8%
Reported 13D/G
· 30 Jun 2026
|
$36,111,886
4,003,535 shares
|
+$2,103,266 | 30 Jun 2026 |
| BROWN CAPITAL MANAGEMENT LLC |
13D/G
13F
Company
|
4.8%
Reported 13D/G
· 31 Mar 2025
|
$39,406,536
2,595,951 shares
|
-$4,910,760 | 31 Mar 2025 |
| AMERIPRISE FINANCIAL INC |
13F
13D/G
Company
|
1.3%
Reported 13D/G
· 30 Jun 2026
|
$6,126,710
679,236 shares
|
— | 30 Jun 2026 |
| FMR LLC |
13D/G
|
0.2%
Reported 13D/G
· 31 Dec 2024
|
$1,420,390
93,570 shares
|
$0 | 31 Dec 2024 |
| Ole Peter Lorentzen |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$95,835,893
5,155,239 shares
|
— | 15 Sep 2021 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$57,225,153
6,344,252 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
1,421,565
Rows available
20
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
199
Q3 2026 holders
20
Holder diff
-179
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|