Alerus Financial Ownership | Who Owns Alerus Financial?

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Alerus Financial Ownership Summary

Alerus Financial is owned by 50.25% institutional investors, 8.97% insiders, and 40.78% retail investors. Alerus financial na is the largest institutional shareholder, holding 10.81% of ALRS shares. iShares Russell 2000 ETF is the top mutual fund, with 2.55% of its assets in Alerus Financial shares.

ALRS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Alerus Financial	50.25%	8.97%	40.78%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alerus financial na	2.13M	10.81%	$41.85M
Blackrock	1.68M	8.50%	$32.92M
Vanguard group	928.07K	4.70%	$18.20M
Banc funds	543.59K	2.75%	$10.66M
Geode capital management	400.11K	2.03%	$7.85M
Ameriprise financial	357.16K	1.81%	$7.00M
State street	348.15K	1.76%	$6.90M
Endeavour capital advisors	288.88K	1.46%	$5.66M
Dimensional fund advisors lp	274.62K	1.39%	$5.38M
Grace & white inc /ny	256.23K	1.29%	$4.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alerus financial na	2.13M	3.13%	$41.85M
Endeavour capital advisors	288.88K	1.97%	$5.66M
Banc funds	543.59K	1.26%	$10.66M
Cutler capital management	158.97K	1.22%	$3.12M
Sippican capital advisors	85.20K	1.19%	$1.64M
Grace & white inc /ny	256.23K	0.92%	$4.93M
Wealth forward	50.28K	0.68%	$967.37K
Keeley-teton advisors	89.82K	0.23%	$1.76M
Riverwater partners	15.23K	0.21%	$287.11K
Lafayette investments	20.10K	0.09%	$394.16K

Top Buyers

Holder	Shares	% Assets	Change
Grace & white inc /ny	256.23K	0.92%	256.23K
Blackrock	1.68M	0.00%	249.44K
Keeley-teton advisors	89.82K	0.23%	89.82K
Endeavour capital advisors	288.88K	1.97%	73.34K
Two sigma investments, lp	62.81K	0.00%	62.81K

Top Sellers

Holder	Shares	% Assets	Change
Brown advisory	-	-	-262.45K
Boothbay fund management	-	-	-184.27K
Alerus financial na	2.13M	3.13%	-123.25K
Cetera investment advisers	-	-	-29.46K
Jpmorgan chase	7.88K	-	-28.99K

New Positions

Holder	Shares	% Assets	Change	Value
Grace & white inc /ny	256.23K	0.92%	256.23K	$4.93M
Keeley-teton advisors	89.82K	0.23%	89.82K	$1.76M
Millennium management	41.32K	0.00%	41.32K	$810.25K
Petrus trust company, lta	20.56K	0.04%	20.56K	$403.10K
Jane street group	20.32K	0.00%	20.32K	$398.44K

Sold Out

Holder	Change
Nisa investment advisors	-10.00
Capital advisors	-24.00
Cornerstone planning group	-39.00
Abich financial wealth management	-57.00
Nelson, van denburg & campbell wealth management group	-301.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	69	4.55%	8,609,411	-0.30%	42	2.31%	30	-21.05%	19	35.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	645.99K	2.55%	-2.48K
Vanguard Total Stock Mkt Idx Inv	530.81K	2.09%	-75.00
Vanguard Institutional Extnd Mkt Idx Tr	362.55K	1.43%	12.61K
Foundry Partners Micro Cap Value	293.15K	1.16%	224.43K
Columbia Small Cap Value I	245.25K	0.97%	3.40K
Columbia Small Cap Value I A	245.25K	0.97%	500.00
Fidelity Small Cap Index	231.65K	0.91%	49.32K
iShares Russell 2000 Value ETF	206.83K	0.82%	-5.80K
DFA US Small Cap Value I	163.86K	0.65%	-
Fidelity Extended Market Index	132.39K	0.52%	-873.00

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
2024 Q4	1	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

ALRS Ownership FAQ

Who Owns Alerus Financial?

Alerus Financial shareholders are primarily institutional investors at 50.25%, followed by 8.97% insiders and 40.78% retail investors. The average institutional ownership in Alerus Financial's industry, Regional Banks Stocks, is 51.80%, which Alerus Financial falls below.

Who owns the most shares of Alerus Financial?

Alerus Financial’s largest shareholders are Alerus financial na (2.13M shares, 10.81%), Blackrock (1.68M shares, 8.50%), and Vanguard group (928.07K shares, 4.70%). Together, they hold 24.02% 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?

Alerus financial na is Alerus Financial’s biggest shareholder by percentage of total assets invested, with 3.13% of its assets in 2.13M Alerus Financial shares, valued at 41.85M$.

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

iShares Russell 2000 ETF is the top mutual fund holder of Alerus Financial shares, with 2.55% of its total shares outstanding invested in 645.99K Alerus Financial shares.

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