Alerus Financial Ownership | Who Owns Alerus Financial?
Alerus Financial Ownership Summary
Alerus Financial is owned by 55.10% institutional investors, 8.46% insiders, and 36.43% retail investors. Alerus financial na is the largest institutional shareholder, holding 8.58% 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 | 55.10% | 8.46% | 36.43% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alerus financial na | 2.18M | 8.58% | $47.08M |
| Blackrock | 1.68M | 8.50% | $32.92M |
| Blackrock funding, inc. /de | 1.79M | 7.04% | $38.66M |
| Vanguard group | 1.05M | 5.33% | $20.29M |
| Dimensional fund advisors lp | 666.56K | 3.37% | $12.82M |
| Geode capital management | 524.20K | 2.65% | $10.09M |
| Endeavour capital advisors | 513.93K | 2.03% | $11.12M |
| State street | 391.99K | 1.98% | $7.62M |
| Ameriprise financial | 367.17K | 1.86% | $7.06M |
| Banc funds | 398.54K | 1.57% | $8.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 513.93K | 3.83% | $11.12M |
| Alerus financial na | 2.18M | 3.39% | $47.08M |
| M3f | 216.71K | 1.32% | $4.69M |
| Banc funds | 398.54K | 1.30% | $8.62M |
| Sippican capital advisors | 85.20K | 1.19% | $1.64M |
| Cutler capital management | 156.00K | 1.17% | $3.38M |
| Grace & white inc /ny | 256.23K | 0.92% | $4.93M |
| Wealth forward | 50.28K | 0.73% | $1.09M |
| Pinnacle | 49.00K | 0.38% | $1.06M |
| Keeley-teton advisors | 169.42K | 0.38% | $3.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 666.56K | 0.00% | 363.62K |
| Alliancebernstein | 287.93K | 0.00% | 276.16K |
| Grace & white inc /ny | 256.23K | 0.92% | 256.23K |
| Blackrock | 1.68M | 0.00% | 249.44K |
| Csm advisors | 190.47K | 0.12% | 190.47K |
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 |
|---|---|---|---|---|
| Grace & white inc /ny | 256.23K | 0.92% | 256.23K | $4.93M |
| Csm advisors | 190.47K | 0.12% | 190.47K | $4.12M |
| Gabelli funds | 137.82K | 0.02% | 137.82K | $2.98M |
| Gamco investors, inc. et al | 108.16K | 0.02% | 108.16K | $2.34M |
| Renaissance | 104.88K | 0.00% | 104.88K | $2.02M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Nisa investment advisors | -10.00 |
| First horizon advisors | -16.00 |
| Stephens consulting | -20.00 |
| Capital performance advisors llp | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 93 | 6.90% | 9,518,990 | 2.52% | 48 | 2.18% | 56 | 51.35% | 20 | -25.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 652.95K | 2.57% | -14.47K |
| iShares Russell 2000 ETF | 537.02K | 2.12% | -10.19K |
| 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 I | 259.03K | 1.02% | -1.72K |
| Vanguard Institutional Extnd Mkt Idx Tr | 254.00K | 1.00% | -121.88K |
| Fidelity Small Cap Index | 228.26K | 0.90% | 1.44K |
| iShares Russell 2000 Value ETF | 194.19K | 0.76% | 144.00 |
| DFA US Small Cap Value I | 165.97K | 0.65% | 1.34K |
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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