Alerus Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 02/13/2026 | 2.29 M | $51.55 M | -1.13% | 9.01% |
| BLACKROCK, INC. | 02/12/2026 | 1.80 M | $40.57 M | 0.66% | 7.09% |
| VANGUARD GROUP INC | 01/29/2026 | 1.29 M | $29.04 M | 1.61% | 5.08% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 830.05 K | $18.69 M | 4.19% | 3.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 603.39 K | $13.59 M | 4.04% | 2.38% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 516.53 K | $11.63 M | 0.51% | 2.04% |
| STATE STREET CORP | 02/13/2026 | 476.03 K | $10.82 M | 0.91% | 1.87% |
| M3F, INC. | 02/13/2026 | 411.16 K | $9.26 M | 56.69% | 1.62% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 379.54 K | $8.55 M | 0.98% | 1.50% |
| PHOCAS FINANCIAL CORP. | 01/26/2026 | 334.36 K | $7.53 M | 102.19% | 1.32% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 323.08 K | $7.28 M | -5.04% | 1.27% |
| MORGAN STANLEY | 02/13/2026 | 304.60 K | $6.86 M | -1.19% | 1.20% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 298.06 K | $6.71 M | 37.06% | 1.17% |
| CHOREO, LLC | 01/23/2026 | 294.57 K | $6.56 M | -0.03% | 1.16% |
| GRACE & WHITE INC /NY | 01/26/2026 | 256.23 K | $5.77 M | 0.00% | 1.01% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 245.50 K | $5.53 M | 8.62% | 0.97% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 243.58 K | $5.49 M | -11.13% | 0.96% |
| GENDELL JEFFREY L | 02/13/2026 | 233.70 K | $5.26 M | 0.00% | 0.92% |
| BANC FUNDS CO LLC | 02/12/2026 | 214.97 K | $4.84 M | -23.89% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 207.20 K | $4.67 M | -1.97% | 0.82% |
| CSM ADVISORS, LLC | 02/11/2026 | 201.94 K | $4.55 M | 9.46% | 0.80% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 182.53 K | $4.11 M | 45.45% | 0.72% |
| NORTHERN TRUST CORP | 02/17/2026 | 181.94 K | $4.10 M | -8.77% | 0.72% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 140.58 K | $3.17 M | 27.60% | 0.55% |
| CUTLER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 138.00 K | $3.11 M | -6.76% | 0.54% |
| GABELLI FUNDS LLC | 02/05/2026 | 137.82 K | $3.10 M | 0.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 119.04 K | $2.68 M | 6.63% | 0.47% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 119.01 K | $2.68 M | 33.60% | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 117.91 K | $2.66 M | 25.00% | 0.46% |
| SIPPICAN CAPITAL ADVISORS | 01/23/2026 | 113.84 K | $2.56 M | 1.77% | 0.45% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 103.33 K | $2.19 M | 8.28% | 0.41% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 90.81 K | $2.04 M | 0.12% | 0.36% |
| MARSHALL WACE, LLP | 02/13/2026 | 87.18 K | $1.96 M | 48.52% | 0.34% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 85.09 K | $1.92 M | -10.82% | 0.34% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 80.75 K | $1.82 M | 5.21% | 0.32% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 80.71 K | $1.82 M | 2.57% | 0.32% |
| MAIRS & POWER INC | 02/17/2026 | 79.44 K | $1.79 M | -8.51% | 0.31% |
| JPMORGAN CHASE & CO | 02/11/2026 | 75.77 K | $1.71 M | 3.77% | 0.30% |
| CWM, LLC | 01/26/2026 | 73.60 K | $1.66 M | 2.21% | 0.29% |
| FORTRESS FINANCIAL GROUP, LLC | 01/23/2026 | 67.34 K | $1.52 M | 0.06% | 0.27% |
| FJ CAPITAL MANAGEMENT LLC | 02/13/2026 | 67.13 K | $1.51 M | 100.00% | 0.26% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2026 | 65.41 K | $1.47 M | 0.78% | 0.26% |
| MAN GROUP PLC | 02/17/2026 | 64.11 K | $1.44 M | 25.61% | 0.25% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 60.24 K | $1.36 M | 0.00% | 0.24% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 57.50 K | $1.29 M | 45.96% | 0.23% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 52.21 K | $1.18 M | 80.17% | 0.21% |
| BARCLAYS PLC | 02/13/2026 | 51.28 K | $1.15 M | 7.99% | 0.20% |
| WEALTH FORWARD, LLC | 01/30/2026 | 50.28 K | $1.13 M | 0.00% | 0.20% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 49.08 K | $1.11 M | 11.34% | 0.19% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 49.00 K | $1.10 M | 0.00% | 0.19% |
Alerus Financial Corp institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of Alerus Financial Corp. The most heavily invested institutionals were:
M3F, Inc.: 417,108
Phocas Financial Corp.: 260,896
GRACE & WHITE INC /NY: 228,108
Bank of New York Mellon Corp: 117,753
Sippican Capital Advisors: 113,141
Wealth Forward, LLC: 50,279
60.63% of Alerus Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 17.66 M shares in the last 24 months. This purchase volume represents approximately $417.96 M in transactions.