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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 6 | $137 | 0.00% | −4,614−99.9% | Reduced |
| 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 |
| Carroll Financial Associates, Inc. | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 856 | $20.0K | 0.00% | +856 | New |
| Public Employees Retirement System of Ohio | 1,000 | $23.0K | 0.00% | +1,000 | New |
| Wells Fargo & Company | 1,057 | $24.0K | 0.00% | −14,214−93.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,875 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,170 | $164.0K | 0.00% | −9,791−57.7% | Reduced |
| Acadian Asset Management LLC | 8,323 | $191.0K | 0.00% | −2,148−20.5% | Reduced |
| Trexquant Investment LP | 8,740 | $200.0K | 0.02% | +8,740 | New |
| Marshall Wace North America L.P. | 9,156 | $210.0K | 0.00% | +9,156 | New |
| Jump Financial, LLC | 9,400 | $215.0K | 0.02% | +9,400 | New |
| HighTower Advisors, LLC | 10,000 | $229.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,274 | $235.0K | 0.00% | −26,040−71.7% | Reduced |
| Royal Bank of Canada | 10,539 | $241.0K | 0.00% | +1,658+18.7% | Added |
| Goldman Sachs Group Inc | 10,579 | $242.0K | 0.00% | −7,999−43.1% | Reduced |
| SEI Investments Co | 10,750 | $246.0K | 0.00% | +10,750 | New |
| Barclays PLC | 11,855 | $271.0K | 0.00% | −7,110−37.5% | Reduced |
| Advisory Services Network, LLC | 12,600 | $288.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,706 | $314.0K | 0.00% | +13,706 | New |
| Tibra Equities Europe Ltd | 15,200 | $348.0K | 0.11% | +15,200 | New |
| Citadel Advisors LLC | 15,751 | $361.0K | 0.00% | +15,751 | New |
| Morgan Stanley | 18,674 | $428.0K | 0.00% | +5,576+42.6% | Added |
| Marshall Wace, LLP | 20,660 | $473.0K | 0.00% | +20,660 | New |
| KG&L Capital Management,LLC | 21,734 | $497.0K | 0.23% | −498−2.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,900 | $501.0K | 0.01% | +21,900 | New |
| State Street Corp | 22,048 | $506.0K | 0.00% | −124,334−84.9% | Reduced |
| JPMorgan Chase & Co | 23,285 | $533.0K | 0.00% | −95,701−80.4% | Reduced |
| HRT Financial LP | 25,500 | $583.0K | 0.01% | +25,500 | New |
| Boston Partners | 27,430 | $628.0K | 0.00% | +27,430 | New |
| Penn Capital Management Co Inc | 28,302 | $648.0K | 0.06% | −21,825−43.5% | Reduced |
| HSBC Holdings PLC | 29,734 | $676.0K | 0.00% | +20.0% | Added |
| Two Sigma Investments, LP | 30,215 | $692.0K | 0.00% | +30,215 | New |
| Ergoteles LLC | 42,900 | $982.0K | 0.02% | +42,900 | New |
| Northern Trust Corp | 46,322 | $1.06M | 0.00% | −76,920−62.4% | Reduced |
| Boothbay Fund Management, LLC | 54,747 | $1.25M | 0.05% | +54,747 | New |
| Green Square Capital Advisors LLC | 56,302 | $1.29M | 0.35% | +2,694+5.0% | Added |
| Alliancebernstein L.P. | 84,772 | $1.94M | 0.00% | −37,676−30.8% | Reduced |
| Geode Capital Management, LLC | 100,917 | $2.31M | 0.00% | −55,602−35.5% | Reduced |
| Russell Investments Group, Ltd. | 111,396 | $2.55M | 0.00% | +99,334+823.5% | Added |
| Bridgeway Capital Management, LLC | 124,500 | $2.85M | 0.05% | −10,500−7.8% | Reduced |
| Renaissance Technologies LLC | 125,375 | $2.87M | 0.00% | +59,200+89.5% | Added |
| BlackRock Inc. | 131,078 | $3.00M | 0.00% | −527,965−80.1% | Reduced |
| Geneos Wealth Management Inc. | 131,233 | $3.02M | 0.12% | 00.0% | Unchanged |
| EJF Capital LLC | 133,637 | $3.06M | 0.27% | −456,678−77.4% | Reduced |
| Millennium Management LLC | 136,044 | $3.11M | 0.00% | +112,463+476.9% | Added |
| Wellington Management Group LLP | 145,232 | $3.32M | 0.00% | +145,232 | New |
| Dimensional Fund Advisors LP | 191,366 | $4.38M | 0.00% | +31,568+19.8% | Added |
| Franklin Resources Inc | 194,681 | $4.46M | 0.00% | 00.0% | Unchanged |
| M3F, Inc. | 244,135 | $5.59M | 1.98% | +244,135 | New |
| Royce & Associates LP | 246,700 | $5.65M | 0.04% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 250,437 | $5.73M | 0.12% | +182,701+269.7% | Added |
| Vanguard Group Inc | 453,138 | $10.4M | 0.00% | −21,500−4.5% | Reduced |
| Stieven Capital Advisors, L.P. | 481,075 | $11.0M | 1.36% | −4,400−0.9% | Reduced |
| Maltese Capital Management LLC | 489,431 | $11.2M | 1.78% | −150,124−23.5% | Reduced |
| Fourthstone LLC | 619,984 | $14.3M | 6.06% | +528,393+576.9% | Added |
| Banc Funds Co LLC | 696,642 | $15.9M | 1.17% | −32,477−4.5% | 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 |