Energy Recovery, Inc.· ERII

🇺🇸 US · MicroBroad USNASDAQ

IndustrialsIndustrial - Pollution & Treatment ControlsWebsite

Price: $9.12
Day: +2.36%
Mkt Cap: $470.09M
52W Range: $7.83 – $18.32
Volume: 923.8K
Beta: 0.92

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Energy Recovery, Inc.

ERII|Industrials|Industrial - Pollution & Treatment Controls

Current price: $9

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$63.6K

Net share flow-7.4K

Purchases0 ($0)

Sales2 ($63.6K)

Top Notable Transactions

Insider

Type

Value

Date

Lorentzen Ole Peter

Sale

$31.2M

Sep 15

Arvarius AS

Sale

$19.5M

May 6

Lorentzen Ole Peter

Sale

$11.3M

May 12

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership82.4%

13F share flow-32.5%

Investors holding200

+151 adding-103 reducing

108

New 43Inc 108Red 65Closed 38

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$61.3M

-5.0%

AMERIPRISE FINANCIAL INC

$53.0M

+13.9%

AMUNDI

$37.6M

+29.6%

FIL LTD

$20.0M

-1.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting84

Total shares held8.1M

Share flow-9.3%

18 buying17 selling

Buying 18Unchanged 49Selling 17

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

492.8K

0.18%

-719

SCHWAB STRATEGIC TRUST

287.6K

0.09%

-3.4K

iSHARES TRUST

124.2K

0.00%

-1.7M

RBB FUND, INC.

87.5K

0.06%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ERII Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for ERII

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

2 sales totaling $63.6K (7.4K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 2 of 7 quarters

Notable Recent Transactions, ERII

Top 8 highest-value recent insider trades

Lorentzen Ole Peter

Insider

Sell

1,500,000 shares at $20.81

Sep 15, 2021$31.21M

Arvarius AS

Insider

Sell

1,000,000 shares at $19.50

May 6, 2021$19.50M

Lorentzen Ole Peter

Director

Sell

1,500,000 shares at $7.52

May 12, 2020$11.28M

Lorentzen Ole Peter

Insider

Sell

161,431 shares at $22.67

Jul 1, 2021$3.66M

Mao Robert Yu Lang

Director

Sell

130,000 shares at $17.76

Nov 6, 2023$2.31M

Mao Robert Yu Lang

Director

Sell

121,383 shares at $18.02

Nov 7, 2023$2.19M

Hanstveit Arve

Director

Sell

165,292 shares at $10.14

Apr 2, 2026$1.68M

Ghasripoor Farshad

Officer

Sell

51,131 shares at $27.92

Aug 29, 2023$1.43M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for ERII

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

82.4% institutional ownership

Slight accumulation: 151 adding vs 103 reducing

13F shares increased by 1.1%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+37 growing-171 shrinkingNet: -134

162

New (11)

Increased (26)

Reduced (9)

Closed (162)

Top Institutional Holders, ERII

Largest 8 institutional positions by ownership percentage as of Q2 2026

KOPION ASSET MANAGEMENT, LLC

639.5K

$5.8M

Ownership

1.21%

+26.2%

RAIFFEISEN BANK INTERNATIONAL AG

460.0K

$4.1M

Ownership

0.87%

+31.4%

PINNACLE ASSOCIATES LTD

326.1K

$2.9M

Ownership

0.62%

-4.8%

BROWN CAPITAL MANAGEMENT LLC

282.9K

$2.6M

Ownership

0.54%

-47.4%

ISTHMUS PARTNERS, LLC

161.4K

$1.5M

Ownership

0.31%

+5.3%

Y-INTERCEPT (HONG KONG) LTD

120.4K

$1.1M

Ownership

0.23%

+100.0%

CARY STREET PARTNERS FINANCIAL LLC

89.5K

$807.6K

Ownership

0.17%

+15.4%

PRINCIPAL FINANCIAL GROUP INC

74.2K

$669.4K

Ownership

0.14%

+8.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 84 ETFs and mutual funds reporting

18 buying17 sellingNet: +1

Buying (18)

Unchanged (49)

Selling (17)

Neutral

Mixed fund activity in Q2 2026

84 ETFs and mutual funds reporting

18 buying vs 17 selling (balanced)

Top Fund Holders, ERII

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

492.8K

Weight

0.18%

Decreased

SCHWAB STRATEGIC TRUST

287.6K

Weight

0.09%

Decreased

iSHARES TRUST

124.2K

Weight

0.00%

Decreased

RBB FUND, INC.

87.5K

Weight

0.06%

No change

VANGUARD WORLD FUND

62.1K

Weight

0.02%

Increased

Northern Lights Fund Trust IV

53.7K

Weight

0.45%

Increased

Goldman Sachs ETF Trust

50.6K

Weight

0.03%

Increased

FIDELITY COMMONWEALTH TRUST

29.0K

Weight

0.71%

No change

Energy Recovery, Inc.· ERII

Holdings Analysis

Insider Trading Activity

1.3Transaction History176Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings63Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History176Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings63Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights