Alerus Financial Ownership | Who Owns Alerus Financial?

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Alerus Financial Ownership Summary

Alerus Financial is owned by 67.33% institutional investors, 12.30% insiders, and 20.36% retail investors. Alerus financial na is the largest institutional shareholder, holding 10.77% of ALRS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.54% of its assets in Alerus Financial shares.

ALRS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Alerus Financial	67.33%	12.30%	20.36%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alerus financial na	2.13M	10.77%	$40.99M
Blackrock funding, inc. /de	1.84M	9.31%	$35.46M
Blackrock	1.68M	8.50%	$32.92M
Vanguard group	1.05M	5.33%	$20.29M
Dimensional fund advisors lp	666.56K	3.37%	$12.82M
Endeavour capital advisors	527.28K	2.66%	$10.14M
Geode capital management	524.20K	2.65%	$10.09M
Banc funds	510.30K	2.58%	$9.82M
Gendell jeffrey l	404.47K	2.04%	$7.78M
State street	391.99K	1.98%	$7.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	527.28K	3.23%	$10.14M
Alerus financial na	2.13M	3.14%	$40.99M
Rhino investment partners	304.00K	1.29%	$5.85M
Sippican capital advisors	85.20K	1.19%	$1.64M
Banc funds	510.30K	1.08%	$9.82M
Cutler capital management	158.97K	1.05%	$3.06M
M3f	179.56K	1.00%	$3.46M
Grace & white inc /ny	256.23K	0.92%	$4.93M
Wealth forward	50.28K	0.68%	$967.37K
Fj capital management	288.81K	0.64%	$5.56M

Top Buyers

Holder	Shares	% Assets	Change
Gendell jeffrey l	404.47K	0.24%	404.47K
Dimensional fund advisors lp	666.56K	0.00%	363.62K
Rhino investment partners	304.00K	1.29%	304.00K
Fj capital management	288.81K	0.64%	288.81K
Alliancebernstein	287.93K	0.00%	276.16K

Top Sellers

Holder	Shares	% Assets	Change
Brown advisory	-	-	-262.45K
Stieven capital advisors	-	-	-260.75K
Boothbay fund management	-	-	-184.27K
Zacks investment management	-	-	-102.71K
Banc funds	510.30K	1.08%	-33.29K

New Positions

Holder	Shares	% Assets	Change	Value
Gendell jeffrey l	404.47K	0.24%	404.47K	$7.78M
Rhino investment partners	304.00K	1.29%	304.00K	$5.85M
Fj capital management	288.81K	0.64%	288.81K	$5.56M
Grace & white inc /ny	256.23K	0.92%	256.23K	$4.93M
M3f	179.56K	1.00%	179.56K	$3.46M

Sold Out

Holder	Change
Nisa investment advisors	-10.00
Capital performance advisors llp	-20.00
Capital advisors	-24.00
Cornerstone planning group	-39.00
Abich financial wealth management	-57.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	87	8.75%	9,285,019	3.63%	46	2.31%	37	-7.50%	27	28.57%
Dec 31, 2023	80	15.94%	8,960,189	4.07%	45	2.44%	40	33.33%	21	10.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	642.83K	2.54%	2.25K
iShares Russell 2000 ETF	630.05K	2.47%	-5.45K
Vanguard US Total Market Shares ETF	537.99K	2.11%	-
Vanguard Institutional Extnd Mkt Idx Tr	363.56K	1.43%	842.00
Foundry Partners Micro Cap Value	293.15K	1.16%	224.43K
Columbia Small Cap Value I	263.25K	1.04%	18.00K
Columbia Small Cap Value I A	261.85K	1.03%	-1.40K
Fidelity Small Cap Index	225.31K	0.88%	-4.22K
iShares Russell 2000 Value ETF	192.77K	0.76%	-
DFA US Small Cap Value I	163.86K	0.64%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
May 12, 2023	Vetter Galen G	-	Buy	$10.80K
May 12, 2023	Vetter Galen G	-	Buy	$1.38K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q1	-	-
2024 Q4	1	-
2024 Q2	-	-
2024 Q1	-	-

ALRS Ownership FAQ

Who Owns Alerus Financial?

Alerus Financial shareholders are primarily institutional investors at 67.33%, followed by 12.30% insiders and 20.37% retail investors. The average institutional ownership in Alerus Financial's industry, Regional Banks Stocks, is 42.21%, which Alerus Financial exceeds.

Who owns the most shares of Alerus Financial?

Alerus Financial’s largest shareholders are Alerus financial na (2.13M shares, 10.77%), Blackrock funding, inc. /de (1.84M shares, 9.31%), and Blackrock (1.68M shares, 8.50%). Together, they hold 28.59% of Alerus Financial’s total shares outstanding.

Does Blackrock own Alerus Financial?

Yes, BlackRock owns 8.50% of Alerus Financial, totaling 1.68M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 32.92M$. In the last quarter, BlackRock increased its holdings by 249.44K shares, a 17.45% change.

Who is Alerus Financial’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Alerus Financial’s biggest shareholder by percentage of total assets invested, with 3.23% of its assets in 527.28K Alerus Financial shares, valued at 10.14M$.

Who is the top mutual fund holder of Alerus Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Alerus Financial shares, with 2.54% of its total shares outstanding invested in 642.82K Alerus Financial shares.

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