Alerus Financial Ownership | Who Owns Alerus Financial?
Alerus Financial Ownership Summary
Alerus Financial is owned by 47.80% institutional investors, 8.25% insiders, and 43.96% 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 2.56% of its assets in Alerus Financial shares.
ALRS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alerus Financial | 47.80% | 8.25% | 43.96% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
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 | 1.80M | 7.09% | $40.57M |
| Vanguard group | 1.29M | 5.08% | $29.04M |
| Dimensional fund advisors lp | 830.05K | 3.27% | $18.69M |
| Geode capital management | 603.39K | 2.38% | $13.59M |
| Endeavour capital advisors | 516.53K | 2.04% | $11.63M |
| State street | 471.75K | 1.86% | $10.54M |
| Ameriprise financial | 375.85K | 1.48% | $8.32B |
| Phocas financial | 334.36K | 1.32% | $7.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 516.53K | 3.24% | $11.63M |
| Alerus financial na | 2.32M | 2.61% | $51.26M |
| Sippican capital advisors | 113.84K | 1.65% | $2.56M |
| M3f | 262.40K | 1.65% | $5.81M |
| Fortress financial group | 67.34K | 1.12% | $1.52M |
| Cutler capital management | 148.00K | 1.04% | $3.28M |
| Grace & white inc /ny | 256.23K | 1.03% | $5.77M |
| Phocas financial | 334.36K | 0.98% | $7.53M |
| Banc funds | 214.97K | 0.96% | $4.84M |
| Wealth forward | 50.28K | 0.64% | $1.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.68M | 0.00% | 249.44K |
| Foundry partners | 197.57K | 0.19% | 174.41K |
| Phocas financial | 334.36K | 0.98% | 168.99K |
| Alerus financial na | 2.32M | 2.61% | 139.65K |
| Goldman sachs group | 298.06K | 0.00% | 80.60K |
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 |
|---|---|---|---|---|
| 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 |
| Creative planning | 21.93K | 0.00% | 21.93K | $485.60K |
| Panagora asset management | 12.35K | 0.00% | 12.35K | $278.19K |
| Mercer global advisors inc /adv | 11.36K | 0.00% | 11.36K | $251.53K |
Sold Out
| Holder | Change |
|---|---|
| First horizon advisors | -16.00 |
| Capital performance advisors llp | -20.00 |
| Stephens consulting | -20.00 |
| Signaturefd | -25.00 |
| Private wealth management group | -47.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 113 | 9.71% | 13,323,774 | 33.99% | 67 | 2.67% | 77 | 54.00% | 18 | -28.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 651.01K | 2.56% | - |
| iShares Russell 2000 ETF | 550.50K | 2.17% | 217.11K |
| Vanguard US Total Market Shares ETF | 537.99K | 2.11% | - |
| CS McKee Micro Cap Value | 324.50K | 1.28% | 31.34K |
| Foundry Partners Micro Cap Value | 293.15K | 1.15% | - |
| Columbia Small Cap Value Discv A | 275.63K | 1.08% | 275.63K |
| Vanguard Institutional Extnd Mkt Idx Tr | 273.71K | 1.08% | 1.95K |
| Columbia Small Cap Value Discovery Fund | 272.83K | 1.07% | 6.50K |
| 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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