Alerus Financial Ownership | Who Owns Alerus Financial?
Alerus Financial Ownership Summary
Alerus Financial is owned by 27.68% institutional investors, 8.34% insiders, and 63.98% retail investors. Alerus financial na is the largest institutional shareholder, holding 8.83% of ALRS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.57% of its assets in Alerus Financial shares.
ALRS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alerus Financial | 27.68% | 8.34% | 63.98% |
| Sector | Financial Services Stocks | 37.05% | 15.56% | 47.39% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alerus financial na | 2.24M | 8.83% | $53.15M |
| Blackrock | 1.68M | 8.50% | $32.92M |
| Blackrock funding, inc. /de | 1.76M | 6.94% | $41.75M |
| Vanguard group | 1.29M | 5.08% | $29.04M |
| Dimensional fund advisors lp | 886.82K | 3.49% | $21.03M |
| Geode capital management | 617.68K | 2.43% | $14.65M |
| Endeavour capital advisors | 562.23K | 2.22% | $13.33M |
| State street | 493.16K | 1.94% | $11.80M |
| M3f | 417.11K | 1.64% | $9.89M |
| Ameriprise financial | 383.94K | 1.51% | $9.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 562.23K | 3.02% | $13.33M |
| Alerus financial na | 2.24M | 2.63% | $53.15M |
| M3f | 417.11K | 2.45% | $9.89M |
| Sippican capital advisors | 113.14K | 1.84% | $2.68M |
| Stieven capital advisors | 338.92K | 1.72% | $8.04M |
| Banc funds | 349.17K | 1.54% | $8.28M |
| Fortress financial group | 66.32K | 1.16% | $1.57M |
| Phocas financial | 260.90K | 0.97% | $6.19M |
| Grace & white inc /ny | 228.11K | 0.96% | $5.41M |
| Cutler capital management | 136.47K | 0.87% | $3.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stieven capital advisors | 338.92K | 1.72% | 338.92K |
| Blackrock | 1.68M | 0.00% | 249.44K |
| Foundry partners | 197.57K | 0.19% | 174.41K |
| Vanguard fiduciary trust | 157.32K | 0.00% | 157.32K |
| Banc funds | 349.17K | 1.54% | 134.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brown advisory | - | - | -262.45K |
| Rhino investment partners | - | - | -243.50K |
| Boothbay fund management | - | - | -184.27K |
| Zacks investment management | - | - | -102.71K |
| Marshall wace, llp | - | - | -87.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stieven capital advisors | 338.92K | 1.72% | 338.92K | $8.04M |
| Vanguard fiduciary trust | 157.32K | 0.00% | 157.32K | $3.73M |
| Empowered funds | 82.28K | 0.01% | 82.28K | $1.95M |
| Carret asset management | 37.00K | 0.09% | 37.00K | $877.27K |
| Principal financial group | 29.98K | 0.00% | 29.98K | $710.92K |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -4.00 |
| Northwestern mutual wealth management | -6.00 |
| First horizon advisors | -16.00 |
| Capital performance advisors llp | -20.00 |
| Stephens consulting | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 68 | -52.11% | 7,026,282 | -54.37% | 27 | 0.75% | 28 | -67.82% | 18 | -41.94% |
| Dec 31, 2025 | 94 | -29.85% | 12,139,180 | -17.73% | 47 | 1.41% | 56 | -29.11% | 17 | -46.88% |
| Sep 30, 2025 | 127 | 6.72% | 14,749,017 | 13.83% | 58 | 2.23% | 75 | 11.94% | 30 | -18.92% |
| Jun 30, 2025 | 125 | 9.65% | 13,974,032 | 1.93% | 55 | 1.89% | 70 | 25.00% | 39 | 11.43% |
| Mar 31, 2025 | 113 | - | 13,691,275 | 2.76% | 53 | 1.19% | 57 | -25.97% | 33 | 83.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 656.30K | 2.57% | 5.29K |
| iShares Russell 2000 ETF | 541.97K | 2.16% | 4.56K |
| Vanguard US Total Market Shares ETF | 537.99K | 2.11% | - |
| CS McKee Micro Cap Value | 324.50K | 1.27% | - |
| Foundry Partners Micro Cap Value | 293.15K | 1.15% | - |
| Columbia Small Cap Value Discv A | 285.73K | 1.14% | - |
| Columbia Small Cap Value Discovery Fund | 285.73K | 1.12% | 12.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 283.45K | 1.11% | 4.84K |
| Columbia Small Cap Value I A | 266.33K | 1.05% | 7.30K |
| Columbia Small Cap Value I | 259.03K | 1.02% | -1.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 31, 2025 | Villalon Alan | EVP & Chief Financial Officer | Buy | $49.84K |
| May 01, 2025 | Wilson Forrest | EVP & Chief Ret. Svcs. Officer | Buy | $99.65K |
| Nov 01, 2024 | Lorenson Katie A | Chief Executive Officer | Buy | $20.30K |
| May 15, 2023 | Villalon Alan | Chief Financial Officer | Buy | $14.40K |
| May 12, 2023 | Lorenson Katie A | President and CEO | Buy | $19.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
ALRS Ownership FAQ
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