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, Q3 2021
Institutional positions in Investar Holding Corp as of Sep 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
- 56
- −4 vs. Q2 2021
- Shares held
- 5.72M
- −10.1K (−0.2%) vs. Q2 2021
- Total value
- $126.0M
- −$5.31M (−4.0%) vs. Q2 2021
- New holders
- 6
- 18 more added
- Sold out
- 10
- 21 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 703,888 | $15.5M | 6.16% | +83,904+13.5% | Added |
| Banc Funds Co LLC | 582,854 | $12.8M | 0.98% | −113,788−16.3% | Reduced |
| Maltese Capital Management LLC | 488,300 | $10.8M | 1.86% | −1,131−0.2% | Reduced |
| Stieven Capital Advisors, L.P. | 480,575 | $10.6M | 1.27% | −500−0.1% | Reduced |
| Vanguard Group Inc | 448,835 | $9.88M | 0.00% | −4,303−0.9% | Reduced |
| M3F, Inc. | 330,556 | $7.28M | 2.38% | +86,421+35.4% | Added |
| Kennedy Capital Management, Inc. | 314,662 | $6.93M | 0.16% | +64,225+25.6% | Added |
| Royce & Associates LP | 246,700 | $5.43M | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 218,158 | $4.80M | 0.00% | +72,926+50.2% | Added |
| Dimensional Fund Advisors LP | 215,296 | $4.74M | 0.00% | +23,930+12.5% | Added |
| Franklin Resources Inc | 194,681 | $4.29M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 124,500 | $2.74M | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117,683 | $2.57M | 0.10% | −13,550−10.3% | Reduced |
| BlackRock Inc. | 114,381 | $2.52M | 0.00% | −16,697−12.7% | Reduced |
| Russell Investments Group, Ltd. | 107,301 | $2.36M | 0.00% | −4,095−3.7% | Reduced |
| Geode Capital Management, LLC | 101,921 | $2.24M | 0.00% | +1,004+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 101,200 | $2.23M | 0.01% | +101,200 | New |
| Renaissance Technologies LLC | 91,575 | $2.02M | 0.00% | −33,800−27.0% | Reduced |
| Alliancebernstein L.P. | 71,772 | $1.58M | 0.00% | −13,000−15.3% | Reduced |
| Millennium Management LLC | 68,273 | $1.50M | 0.00% | −67,771−49.8% | Reduced |
| Green Square Capital Advisors LLC | 56,485 | $1.24M | 0.28% | +183+0.3% | Added |
| Northern Trust Corp | 46,165 | $1.02M | 0.00% | −157−0.3% | Reduced |
| Ergoteles LLC | 43,300 | $953.0K | 0.04% | +400+0.9% | Added |
| HSBC Holdings PLC | 29,734 | $651.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 26,300 | $579.0K | 0.00% | +12,594+91.9% | Added |
| State Street Corp | 26,148 | $578.0K | 0.00% | +4,100+18.6% | Added |
| Marshall Wace, LLP | 25,990 | $572.0K | 0.00% | +5,330+25.8% | Added |
| Two Sigma Investments, LP | 25,688 | $566.0K | 0.00% | −4,527−15.0% | Reduced |
| JPMorgan Chase & Co | 23,730 | $523.0K | 0.00% | +445+1.9% | Added |
| Boston Partners | 23,703 | $522.0K | 0.00% | −3,727−13.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 23,608 | $520.0K | 0.01% | +1,708+7.8% | Added |
| HRT Financial LP | 23,095 | $508.0K | 0.00% | −2,405−9.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,938 | $483.0K | 0.00% | +21,938 | New |
| FJ Capital Management LLC | 20,000 | $450.0K | 0.04% | +20,000 | New |
| KG&L Capital Management,LLC | 20,235 | $446.0K | 0.20% | −1,499−6.9% | Reduced |
| First Trust Advisors LP | 17,104 | $377.0K | 0.00% | +17,104 | New |
| Morgan Stanley | 15,636 | $345.0K | 0.00% | −3,038−16.3% | Reduced |
| Susquehanna International Group, LLP | 14,954 | $329.0K | 0.00% | +14,954 | New |
| Citadel Advisors LLC | 13,718 | $302.0K | 0.00% | −2,033−12.9% | Reduced |
| Advisory Services Network, LLC | 12,600 | $277.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 12,223 | $269.0K | 0.00% | +368+3.1% | Added |
| Ameriprise Financial Inc | 12,155 | $268.0K | 0.00% | +12,155 | New |
| Trexquant Investment LP | 11,270 | $248.0K | 0.02% | +2,530+28.9% | Added |
| Goldman Sachs Group Inc | 10,991 | $242.0K | 0.00% | +412+3.9% | Added |
| Bank of New York Mellon Corp | 10,213 | $225.0K | 0.00% | −61−0.6% | Reduced |
| HighTower Advisors, LLC | 10,000 | $220.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,100 | $178.0K | 0.00% | −2,439−23.1% | Reduced |
| Bank of America Corp | 5,267 | $116.0K | 0.00% | −1,903−26.5% | Reduced |
| Public Employees Retirement System of Ohio | 2,572 | $57.0K | 0.00% | +1,572+157.2% | Added |
| The PNC Financial Services Group, Inc. | 1,875 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,055 | $23.0K | 0.00% | −2−0.2% | Reduced |
| Optiver Holding B.V. | 856 | $19.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 663 | $15.0K | 0.00% | +569+605.3% | Added |
| Advisor Group Holdings, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6 | $132 | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 0 | $0 | 0.00% | −133,637−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −54,747−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −28,302−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −9,156−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |