Alerus Financial Ownership | Who Owns Alerus Financial?
Alerus Financial Ownership Summary
Alerus Financial is owned by 58.16% institutional investors, 8.46% insiders, and 33.38% retail investors. Alerus financial na is the largest institutional shareholder, holding 9.13% 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 | 58.16% | 8.46% | 33.38% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 39.22% | 12.54% | 48.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alerus financial na | 2.32M | 9.13% | $51.26M |
| Blackrock | 1.68M | 8.50% | $32.92M |
| Blackrock funding, inc. /de | 1.79M | 7.06% | $39.62M |
| Vanguard group | 1.27M | 5.01% | $28.10M |
| Dimensional fund advisors lp | 796.69K | 3.14% | $17.64M |
| Geode capital management | 579.99K | 2.29% | $12.84M |
| Endeavour capital advisors | 513.93K | 2.03% | $11.38M |
| State street | 471.75K | 1.86% | $10.54M |
| Ameriprise financial | 375.85K | 1.48% | $8.32B |
| Morgan stanley | 308.26K | 1.22% | $6.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 513.93K | 3.44% | $11.38M |
| Alerus financial na | 2.32M | 2.61% | $51.26M |
| M3f | 262.40K | 1.65% | $5.81M |
| Sippican capital advisors | 111.87K | 1.64% | $2.48M |
| Fortress financial group | 67.30K | 1.14% | $1.49M |
| Banc funds | 282.45K | 1.09% | $6.25M |
| Cutler capital management | 148.00K | 1.04% | $3.28M |
| Grace & white inc /ny | 256.23K | 1.00% | $5.67M |
| Wealth forward | 50.28K | 0.65% | $1.11M |
| Phocas financial | 165.37K | 0.47% | $3.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.68M | 0.00% | 249.44K |
| Foundry partners | 197.57K | 0.19% | 174.41K |
| Phocas financial | 165.37K | 0.47% | 165.37K |
| Alerus financial na | 2.32M | 2.61% | 139.65K |
| Goldman sachs group | 217.46K | 0.00% | 94.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -288.81K |
| Brown advisory | - | - | -262.45K |
| Stieven capital advisors | - | - | -260.75K |
| Rhino investment partners | - | - | -243.50K |
| Boothbay fund management | - | - | -184.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Phocas financial | 165.37K | 0.47% | 165.37K | $3.66M |
| First trust advisors lp | 78.69K | 0.00% | 78.69K | $1.74M |
| Martingale asset management l p | 76.75K | 0.04% | 76.75K | $1.70B |
| Gator capital management | 64.91K | 0.36% | 64.91K | $1.44M |
| Centerbook partners lp | 33.44K | 0.04% | 33.44K | $740.43K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| First horizon advisors | -16.00 |
| Stephens consulting | -20.00 |
| Capital performance advisors llp | -20.00 |
| Signaturefd | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 113 | 9.71% | 13,323,774 | 33.99% | 67 | 2.67% | 77 | 54.00% | 18 | -28.00% |
| Sep 30, 2024 | 103 | 10.75% | 9,944,201 | 4.47% | 50 | 2.16% | 50 | -10.71% | 25 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 652.95K | 2.57% | -14.47K |
| iShares Russell 2000 ETF | 548.76K | 2.16% | - |
| Vanguard US Total Market Shares ETF | 537.99K | 2.11% | - |
| Foundry Partners Micro Cap Value | 293.15K | 1.15% | - |
| Columbia Small Cap Value I A | 266.33K | 1.05% | 7.30K |
| Columbia Small Cap Value Discv A | 266.33K | 1.05% | 7.30K |
| Columbia Small Cap Value I | 259.03K | 1.02% | -1.72K |
| Columbia Small Cap Value Discovery Fund | 259.03K | 1.02% | -1.72K |
| Vanguard Institutional Extnd Mkt Idx Tr | 254.00K | 1.00% | -121.88K |
| Fidelity Small Cap Index | 226.27K | 0.89% | -2.00K |
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 |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
ALRS Ownership FAQ
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