§ MACHINERY
USD · MachineryERII
ENERGY RECOVERY INC
USDSector · MachineryBeta · 0.91
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
131 increased/new, 46 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 21.2 | P/B | 3.47 |
| EPS (TTM) | 0.37 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.1M | 0.0% | −4% |
| AMERIPRISE FINANCIAL INC | 5.3M | n/a | +15% |
| Amundi | 3.7M | 0.0% | +31% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | n/a | n/a |
| FIL Ltd | 2.0M | 0.0% | −0% |
| Legal & General Group Plc | 1.9M | 0.0% | +42% |
◇ AC INTELLIGENCE
Top institutional owners for ERII as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.5% · 0 holders
OTHER3.7% · 128 holders
QUALITY / COMPOUNDER2.9% · 15 holders
PASSIVE / INDEX2.4% · 7 holders
DEALER / BANK1.1% · 24 holders
SYSTEMATIC / QUANT0.2% · 7 holders
TACTICAL / MACRO0.2% · 3 holders
INCOME / DEFENSIVE0.1% · 11 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ERII in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ERII yet.