Energy Recovery Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:ERII Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Mar 25	SellUS$816,950	Arve Hanstveit	Individual	50,000	US$16.34
11 Dec 24	SellUS$337,400	Arve Hanstveit	Individual	20,000	US$16.87
28 Oct 24	SellUS$189,121	Farshad Ghasripoor	Individual	10,526	US$17.97
28 Oct 24	SellUS$116,947	Rodney Clemente	Individual	6,505	US$17.98
28 Oct 24	SellUS$45,834	David Moon	Individual	2,550	US$17.97
05 Aug 24	BuyUS$48,009	David Moon	Individual	3,000	US$16.00
29 Jul 24	SellUS$29,434	William Yeung	Individual	2,012	US$14.63
29 Jul 24	SellUS$59,672	Farshad Ghasripoor	Individual	4,079	US$14.63
29 Jul 24	SellUS$34,422	Rodney Clemente	Individual	2,353	US$14.63
18 Jun 24	SellUS$15,565	David Moon	Individual	1,219	US$12.77
07 Jun 24	SellUS$263,950	Arve Hanstveit	Individual	20,000	US$13.20
28 May 24	SellUS$54,867	Joshua Ballard	Individual	4,051	US$13.54
08 May 24	SellUS$473,550	Arve Hanstveit	Individual	35,000	US$13.53
07 May 24	BuyUS$141,288	David Moon	Individual	10,500	US$13.46

Insider Trading Volume

Insider Buying: ERII insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of ERII?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,405,042	2.56%
General Public	7,076,346	12.9%
Institutions	46,473,917	84.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.2%	BlackRock, Inc.	5,614,463	US$92.0m	2.81%	no data
9.01%	Columbia Management Investment Advisers, LLC	4,953,951	US$81.1m	24.6%	0.02%
5.92%	The Vanguard Group, Inc.	3,252,378	US$53.3m	1.35%	no data
5.31%	Brown Capital Management, LLC	2,919,453	US$47.8m	-16.8%	0.82%
3.79%	Fidelity International Ltd	2,084,877	US$34.2m	-5.57%	0.01%
2.92%	Diamond Hill Capital Management, Inc.	1,606,982	US$26.3m	-16.4%	0.12%
2.64%	State Street Global Advisors, Inc.	1,450,610	US$23.8m	2.35%	no data
2.47%	Geode Capital Management, LLC	1,357,743	US$22.2m	-0.06%	no data
2.26%	KBC Asset Management NV	1,242,889	US$20.4m	0.38%	0.04%
2.06%	Avenir Corporation	1,131,373	US$18.5m	-7.89%	1.93%
2.04%	Baillie Gifford & Co.	1,119,841	US$18.3m	27.8%	0.01%
1.55%	Arve Hanstveit	852,055	US$14.0m	-2.29%	no data
1.51%	Invesco Capital Management LLC	832,510	US$13.6m	14.8%	0.01%
1.4%	Dimensional Fund Advisors LP	768,091	US$12.6m	13.2%	no data
1.24%	Legal & General Investment Management Limited	682,638	US$11.2m	0.52%	no data
1.13%	RobecoSAM AG	618,269	US$10.1m	0%	0.12%
1.08%	UniSuper Management Pty Ltd	594,118	US$9.7m	-11.2%	0.07%
1.06%	New York State Common Retirement Fund	581,813	US$9.5m	0%	0.01%
1.03%	GO ETF Solutions LLP	567,893	US$9.3m	0%	0.14%
1.02%	Northern Trust Global Investments	559,587	US$9.2m	4.54%	no data
0.92%	Goldman Sachs Asset Management, L.P.	503,566	US$8.2m	-16.9%	no data
0.9%	Silvercrest Asset Management Group LLC	497,169	US$8.1m	45.8%	0.06%
0.87%	Charles Schwab Investment Management, Inc.	475,473	US$7.8m	1.46%	no data
0.77%	Eaton Vance Management	423,476	US$6.9m	-7.3%	no data
0.77%	Montanaro Asset Management Ltd.	422,400	US$6.9m	-14.8%	0.27%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/17 13:42
End of Day Share Price	2025/03/14 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Energy Recovery, Inc. is covered by 28 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jinming Liu	Ardour Capital Investments, LLC
J. Horwitz	Baird
Ryan Connors	Boenning & Scattergood, Inc.