Alerus Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 05/12/2026 | 2.24 M | $53.15 M | -2.07% | 8.83% |
| BLACKROCK, INC. | 05/13/2026 | 1.76 M | $41.75 M | -2.26% | 6.94% |
| 05/15/2026 | 961.78 K | $22.80 M | 100.00% | 3.79% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 886.82 K | $21.03 M | 6.84% | 3.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 617.68 K | $14.65 M | 2.37% | 2.43% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 562.23 K | $13.33 M | 8.85% | 2.22% |
| STATE STREET CORP | 05/15/2026 | 493.16 K | $11.80 M | 3.60% | 1.94% |
| M3F, INC. | 04/28/2026 | 417.11 K | $9.89 M | 1.45% | 1.64% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 383.94 K | $9.10 M | 1.16% | 1.51% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 366.53 K | $8.69 M | 22.97% | 1.44% |
| BANC FUNDS CO LLC | 05/14/2026 | 349.17 K | $8.28 M | 62.43% | 1.38% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 338.92 K | $8.04 M | 100.00% | 1.34% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 310.12 K | $7.35 M | 69.90% | 1.22% |
| CHOREO, LLC | 05/13/2026 | 293.68 K | $7.02 M | -0.30% | 1.16% |
| MORGAN STANLEY | 05/15/2026 | 272.99 K | $6.47 M | -10.38% | 1.08% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 269.17 K | $6.38 M | -16.69% | 1.06% |
| PHOCAS FINANCIAL CORP. | 05/01/2026 | 260.90 K | $6.19 M | -21.97% | 1.03% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 242.68 K | $5.47 M | -0.37% | 0.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 242.02 K | $5.74 M | -1.42% | 0.95% |
| GENDELL JEFFREY L | 05/15/2026 | 233.70 K | $5.54 M | 0.00% | 0.92% |
| GRACE & WHITE INC /NY | 04/21/2026 | 228.11 K | $5.41 M | -10.98% | 0.90% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 205.32 K | $4.87 M | -0.91% | 0.81% |
| CSM ADVISORS, LLC | 05/15/2026 | 200.94 K | $4.76 M | -0.50% | 0.79% |
| NORTHERN TRUST CORP | 05/14/2026 | 194.46 K | $4.61 M | 6.89% | 0.77% |
| 05/08/2026 | 175.93 K | $4.17 M | 100.00% | 0.69% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 157.32 K | $3.73 M | 100.00% | 0.62% |
| CUTLER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 136.47 K | $3.24 M | -1.11% | 0.54% |
| GABELLI FUNDS LLC | 05/14/2026 | 134.74 K | $3.19 M | -2.24% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 117.75 K | $2.79 M | -1.08% | 0.46% |
| SIPPICAN CAPITAL ADVISORS | 04/23/2026 | 113.14 K | $2.68 M | -0.61% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 106.99 K | $2.54 M | 172.58% | 0.42% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 101.19 K | $2.40 M | 11.43% | 0.40% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 98.29 K | $2.33 M | -17.42% | 0.39% |
| FEDERATED HERMES, INC. | 05/11/2026 | 98.07 K | $2.33 M | 108.72% | 0.39% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 92.25 K | $2.19 M | 60.44% | 0.36% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 92.03 K | $2.18 M | 477.35% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 90.84 K | $2.15 M | -35.38% | 0.36% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 82.28 K | $1.95 M | 100.00% | 0.32% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 81.21 K | $1.93 M | 0.62% | 0.32% |
| MAIRS & POWER INC | 05/14/2026 | 79.44 K | $1.88 M | 0.00% | 0.31% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 75.62 K | $1.79 M | -26.82% | 0.30% |
| CWM, LLC | 05/14/2026 | 73.25 K | $1.74 M | -0.48% | 0.29% |
| GATOR CAPITAL MANAGEMENT, LLC | 05/13/2026 | 67.96 K | $1.61 M | 3.90% | 0.27% |
| FORTRESS FINANCIAL GROUP, LLC | 05/15/2026 | 66.32 K | $1.57 M | -1.52% | 0.26% |
| JPMORGAN CHASE & CO | 05/13/2026 | 63.45 K | $1.52 M | -16.26% | 0.25% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 60.24 K | $1.43 M | 0.00% | 0.24% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 52.86 K | $1.25 M | 127.30% | 0.21% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 52.21 K | $1.24 M | 0.00% | 0.21% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 51.53 K | $1.22 M | 148.39% | 0.20% |
| WEALTH FORWARD, LLC | 05/04/2026 | 50.28 K | $1.19 M | 0.00% | 0.20% |
Alerus Financial Corp institutional Ownership - FAQ's
During the previous two years, 171 institutional investors and hedge funds held shares of Alerus Financial Corp. The most heavily invested institutionals were:
ALERUS FINANCIAL NA: 2.24 M
BlackRock, Inc.: 1.76 M
DIMENSIONAL FUND ADVISORS LP: 886,815
GEODE CAPITAL MANAGEMENT, LLC: 617,676
ENDEAVOUR CAPITAL ADVISORS INC: 562,229
STATE STREET CORP: 493,162
62.39% of Alerus Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 18.23 M shares in the last 24 months. This purchase volume represents approximately $431.44 M in transactions.