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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.

Institutional holdersQ3 2021: 56 institutions
Q1 2021: 56 institutionsQ2 2021: 60 institutionsQ3 2021: 56 institutionsQ4 2021: 57 institutionsQ1 2022: 55 institutionsQ2 2022: 55 institutionsQ3 2022: 54 institutionsQ4 2022: 59 institutionsQ1 2023: 62 institutionsQ2 2023: 57 institutionsQ3 2023: 56 institutionsQ4 2023: 58 institutionsQ1 2024: 63 institutionsQ2 2024: 74 institutionsQ3 2024: 82 institutionsQ4 2024: 87 institutionsQ1 2025: 86 institutionsQ2 2025: 91 institutionsQ3 2025: 95 institutionsQ4 2025: 100 institutionsQ1 2026: 111 institutionsQ2 2026: 122 institutions
Value heldQ3 2021: $126.0M
Q1 2021: $121.0MQ2 2021: $131.3MQ3 2021: $126.0MQ4 2021: $111.9MQ1 2022: $117.9MQ2 2022: $128.6MQ3 2022: $115.5MQ4 2022: $123.6MQ1 2023: $79.1MQ2 2023: $65.6MQ3 2023: $55.6MQ4 2023: $77.2MQ1 2024: $90.5MQ2 2024: $91.0MQ3 2024: $118.4MQ4 2024: $137.8MQ1 2025: $105.5MQ2 2025: $116.5MQ3 2025: $146.3MQ4 2025: $173.6MQ1 2026: $208.7MQ2 2026: $240.9M
Institutions holding ISTR and their total value by quarter
QuarterHoldersValue
Q2 2026122$240.9M
Q1 2026111$208.7M
Q4 2025100$173.6M
Q3 202595$146.3M
Q2 202591$116.5M
Q1 202586$105.5M
Q4 202487$137.8M
Q3 202482$118.4M
Q2 202474$91.0M
Q1 202463$90.5M
Q4 202358$77.2M
Q3 202356$55.6M
Q2 202357$65.6M
Q1 202362$79.1M
Q4 202259$123.6M
Q3 202254$115.5M
Q2 202255$128.6M
Q1 202255$117.9M
Q4 202157$111.9M
Q3 202156$126.0M
Q2 202160$131.3M
Q1 202156$121.0M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2021.

Institutions holding ISTR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BNP Paribas Arbitrage, SA6$1320.00%00.0%Unchanged
Carroll Financial Associates, Inc.175$3.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.200$4.00K0.00%00.0%Unchanged
UBS Group AG663$15.0K0.00%+569+605.3%Added
Optiver Holding B.V.856$19.0K0.00%00.0%Unchanged
Wells Fargo & Company1,055$23.0K0.00%−2−0.2%Reduced
The PNC Financial Services Group, Inc.1,875$41.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio2,572$57.0K0.00%+1,572+157.2%Added
Bank of America Corp5,267$116.0K0.00%−1,903−26.5%Reduced
Royal Bank of Canada8,100$178.0K0.00%−2,439−23.1%Reduced
HighTower Advisors, LLC10,000$220.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp10,213$225.0K0.00%−61−0.6%Reduced
Goldman Sachs Group Inc10,991$242.0K0.00%+412+3.9%Added
Trexquant Investment LP11,270$248.0K0.02%+2,530+28.9%Added
Ameriprise Financial Inc12,155$268.0K0.00%+12,155New
Barclays PLC12,223$269.0K0.00%+368+3.1%Added
Advisory Services Network, LLC12,600$277.0K0.01%00.0%Unchanged
Citadel Advisors LLC13,718$302.0K0.00%−2,033−12.9%Reduced
Susquehanna International Group, LLP14,954$329.0K0.00%+14,954New
Morgan Stanley15,636$345.0K0.00%−3,038−16.3%Reduced
First Trust Advisors LP17,104$377.0K0.00%+17,104New
KG&L Capital Management,LLC20,235$446.0K0.20%−1,499−6.9%Reduced
FJ Capital Management LLC20,000$450.0K0.04%+20,000New
Jacobs Levy Equity Management, Inc21,938$483.0K0.00%+21,938New
HRT Financial LP23,095$508.0K0.00%−2,405−9.4%Reduced
Susquehanna Fundamental Investments, LLC23,608$520.0K0.01%+1,708+7.8%Added
Boston Partners23,703$522.0K0.00%−3,727−13.6%Reduced
JPMorgan Chase & Co23,730$523.0K0.00%+445+1.9%Added
Two Sigma Investments, LP25,688$566.0K0.00%−4,527−15.0%Reduced
Marshall Wace, LLP25,990$572.0K0.00%+5,330+25.8%Added
State Street Corp26,148$578.0K0.00%+4,100+18.6%Added
Two Sigma Advisers, LP26,300$579.0K0.00%+12,594+91.9%Added
HSBC Holdings PLC29,734$651.0K0.00%00.0%Unchanged
Ergoteles LLC43,300$953.0K0.04%+400+0.9%Added
Northern Trust Corp46,165$1.02M0.00%−157−0.3%Reduced
Green Square Capital Advisors LLC56,485$1.24M0.28%+183+0.3%Added
Millennium Management LLC68,273$1.50M0.00%−67,771−49.8%Reduced
Alliancebernstein L.P.71,772$1.58M0.00%−13,000−15.3%Reduced
Renaissance Technologies LLC91,575$2.02M0.00%−33,800−27.0%Reduced
Hotchkis & Wiley Capital Management LLC101,200$2.23M0.01%+101,200New
Geode Capital Management, LLC101,921$2.24M0.00%+1,004+1.0%Added
Russell Investments Group, Ltd.107,301$2.36M0.00%−4,095−3.7%Reduced
BlackRock Inc.114,381$2.52M0.00%−16,697−12.7%Reduced
Geneos Wealth Management Inc.117,683$2.57M0.10%−13,550−10.3%Reduced
Bridgeway Capital Management, LLC124,500$2.74M0.05%00.0%Unchanged
Franklin Resources Inc194,681$4.29M0.00%00.0%Unchanged
Dimensional Fund Advisors LP215,296$4.74M0.00%+23,930+12.5%Added
Wellington Management Group LLP218,158$4.80M0.00%+72,926+50.2%Added
Royce & Associates LP246,700$5.43M0.04%00.0%Unchanged
Kennedy Capital Management, Inc.314,662$6.93M0.16%+64,225+25.6%Added
M3F, Inc.330,556$7.28M2.38%+86,421+35.4%Added
Vanguard Group Inc448,835$9.88M0.00%−4,303−0.9%Reduced
Stieven Capital Advisors, L.P.480,575$10.6M1.27%−500−0.1%Reduced
Maltese Capital Management LLC488,300$10.8M1.86%−1,131−0.2%Reduced
Banc Funds Co LLC582,854$12.8M0.98%−113,788−16.3%Reduced
Fourthstone LLC703,888$15.5M6.16%+83,904+13.5%Added
EJF Capital LLC0$00.00%−133,637−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−54,747−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−28,302−100.0%Sold out
Tibra Equities Europe Ltd0$00.00%−15,200−100.0%Sold out
SEI Investments Co0$00.00%−10,750−100.0%Sold out
Jump Financial, LLC0$00.00%−9,400−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−9,156−100.0%Sold out
Acadian Asset Management LLC0$00.00%−8,323−100.0%Sold out
New York State Common Retirement Fund0$00.00%−83−100.0%Sold out
Federated Hermes, Inc.0$00.00%−76−100.0%Sold out