Investar Holding Corp
ISTR- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001602658
No open-market purchases or sales by Investar Holding Corp insiders were filed in the last 90 days; 122 institutions reported holding it in 13F filings for Q2 2026, worth $240.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Investar Holding Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 60
- +4 vs. Q1 2021
- Shares held
- 5.73M
- −146.5K (−2.5%) vs. Q1 2021
- Total value
- $131.3M
- +$10.3M (+8.5%) vs. Q1 2021
- New holders
- 19
- 10 more added
- Sold out
- 15
- 23 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $240.9M |
| Q1 2026 | 111 | $208.7M |
| Q4 2025 | 100 | $173.6M |
| Q3 2025 | 95 | $146.3M |
| Q2 2025 | 91 | $116.5M |
| Q1 2025 | 86 | $105.5M |
| Q4 2024 | 87 | $137.8M |
| Q3 2024 | 82 | $118.4M |
| Q2 2024 | 74 | $91.0M |
| Q1 2024 | 63 | $90.5M |
| Q4 2023 | 58 | $77.2M |
| Q3 2023 | 56 | $55.6M |
| Q2 2023 | 57 | $65.6M |
| Q1 2023 | 62 | $79.1M |
| Q4 2022 | 59 | $123.6M |
| Q3 2022 | 54 | $115.5M |
| Q2 2022 | 55 | $128.6M |
| Q1 2022 | 55 | $117.9M |
| Q4 2021 | 57 | $111.9M |
| Q3 2021 | 56 | $126.0M |
| Q2 2021 | 60 | $131.3M |
| Q1 2021 | 56 | $121.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 696,642 | $15.9M | 1.17% | −32,477−4.5% | Reduced |
| Fourthstone LLC | 619,984 | $14.3M | 6.06% | +528,393+576.9% | Added |
| Maltese Capital Management LLC | 489,431 | $11.2M | 1.78% | −150,124−23.5% | Reduced |
| Stieven Capital Advisors, L.P. | 481,075 | $11.0M | 1.36% | −4,400−0.9% | Reduced |
| Vanguard Group Inc | 453,138 | $10.4M | 0.00% | −21,500−4.5% | Reduced |
| Kennedy Capital Management, Inc. | 250,437 | $5.73M | 0.12% | +182,701+269.7% | Added |
| Royce & Associates LP | 246,700 | $5.65M | 0.04% | 00.0% | Unchanged |
| M3F, Inc. | 244,135 | $5.59M | 1.98% | +244,135 | New |
| Franklin Resources Inc | 194,681 | $4.46M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 191,366 | $4.38M | 0.00% | +31,568+19.8% | Added |
| Wellington Management Group LLP | 145,232 | $3.32M | 0.00% | +145,232 | New |
| Millennium Management LLC | 136,044 | $3.11M | 0.00% | +112,463+476.9% | Added |
| EJF Capital LLC | 133,637 | $3.06M | 0.27% | −456,678−77.4% | Reduced |
| Geneos Wealth Management Inc. | 131,233 | $3.02M | 0.12% | 00.0% | Unchanged |
| BlackRock Inc. | 131,078 | $3.00M | 0.00% | −527,965−80.1% | Reduced |
| Renaissance Technologies LLC | 125,375 | $2.87M | 0.00% | +59,200+89.5% | Added |
| Bridgeway Capital Management, LLC | 124,500 | $2.85M | 0.05% | −10,500−7.8% | Reduced |
| Russell Investments Group, Ltd. | 111,396 | $2.55M | 0.00% | +99,334+823.5% | Added |
| Geode Capital Management, LLC | 100,917 | $2.31M | 0.00% | −55,602−35.5% | Reduced |
| Alliancebernstein L.P. | 84,772 | $1.94M | 0.00% | −37,676−30.8% | Reduced |
| Green Square Capital Advisors LLC | 56,302 | $1.29M | 0.35% | +2,694+5.0% | Added |
| Boothbay Fund Management, LLC | 54,747 | $1.25M | 0.05% | +54,747 | New |
| Northern Trust Corp | 46,322 | $1.06M | 0.00% | −76,920−62.4% | Reduced |
| Ergoteles LLC | 42,900 | $982.0K | 0.02% | +42,900 | New |
| Two Sigma Investments, LP | 30,215 | $692.0K | 0.00% | +30,215 | New |
| HSBC Holdings PLC | 29,734 | $676.0K | 0.00% | +20.0% | Added |
| Penn Capital Management Co Inc | 28,302 | $648.0K | 0.06% | −21,825−43.5% | Reduced |
| Boston Partners | 27,430 | $628.0K | 0.00% | +27,430 | New |
| HRT Financial LP | 25,500 | $583.0K | 0.01% | +25,500 | New |
| JPMorgan Chase & Co | 23,285 | $533.0K | 0.00% | −95,701−80.4% | Reduced |
| State Street Corp | 22,048 | $506.0K | 0.00% | −124,334−84.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,900 | $501.0K | 0.01% | +21,900 | New |
| KG&L Capital Management,LLC | 21,734 | $497.0K | 0.23% | −498−2.2% | Reduced |
| Marshall Wace, LLP | 20,660 | $473.0K | 0.00% | +20,660 | New |
| Morgan Stanley | 18,674 | $428.0K | 0.00% | +5,576+42.6% | Added |
| Citadel Advisors LLC | 15,751 | $361.0K | 0.00% | +15,751 | New |
| Tibra Equities Europe Ltd | 15,200 | $348.0K | 0.11% | +15,200 | New |
| Two Sigma Advisers, LP | 13,706 | $314.0K | 0.00% | +13,706 | New |
| Advisory Services Network, LLC | 12,600 | $288.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 11,855 | $271.0K | 0.00% | −7,110−37.5% | Reduced |
| SEI Investments Co | 10,750 | $246.0K | 0.00% | +10,750 | New |
| Goldman Sachs Group Inc | 10,579 | $242.0K | 0.00% | −7,999−43.1% | Reduced |
| Royal Bank of Canada | 10,539 | $241.0K | 0.00% | +1,658+18.7% | Added |
| Bank of New York Mellon Corp | 10,274 | $235.0K | 0.00% | −26,040−71.7% | Reduced |
| HighTower Advisors, LLC | 10,000 | $229.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,400 | $215.0K | 0.02% | +9,400 | New |
| Marshall Wace North America L.P. | 9,156 | $210.0K | 0.00% | +9,156 | New |
| Trexquant Investment LP | 8,740 | $200.0K | 0.02% | +8,740 | New |
| Acadian Asset Management LLC | 8,323 | $191.0K | 0.00% | −2,148−20.5% | Reduced |
| Bank of America Corp | 7,170 | $164.0K | 0.00% | −9,791−57.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,875 | $43.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,057 | $24.0K | 0.00% | −14,214−93.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,000 | $23.0K | 0.00% | +1,000 | New |
| Optiver Holding B.V. | 856 | $20.0K | 0.00% | +856 | New |
| Advisor Group Holdings, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 83 | $2.00K | 0.00% | −8,717−99.1% | Reduced |
| UBS Group AG | 94 | $2.00K | 0.00% | −3,294−97.2% | Reduced |
| Federated Hermes, Inc. | 76 | $2.00K | 0.00% | +76 | New |
| BNP Paribas Arbitrage, SA | 6 | $137 | 0.00% | −4,614−99.9% | Reduced |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −37,931−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −23,047−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −15,626−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −14,901−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,788−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −6,339−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −256−100.0% | Sold out |