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, Q4 2021
Institutional positions in Investar Holding Corp as of Dec 31, 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
- 57
- +1 vs. Q3 2021
- Shares held
- 6.08M
- +357.2K (+6.2%) vs. Q3 2021
- Total value
- $111.9M
- −$14.1M (−11.2%) vs. Q3 2021
- New holders
- 8
- 15 more added
- Sold out
- 7
- 23 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 806,964 | $14.9M | 5.59% | +103,076+14.6% | Added |
| Banc Funds Co LLC | 565,199 | $10.4M | 0.78% | −17,655−3.0% | Reduced |
| Maltese Capital Management LLC | 491,000 | $9.04M | 1.49% | +2,700+0.6% | Added |
| Stieven Capital Advisors, L.P. | 479,375 | $8.82M | 1.06% | −1,200−0.2% | Reduced |
| Vanguard Group Inc | 418,574 | $7.71M | 0.00% | −30,261−6.7% | Reduced |
| M3F, Inc. | 347,266 | $6.39M | 2.14% | +16,710+5.1% | Added |
| Kennedy Capital Management, Inc. | 319,928 | $5.89M | 0.12% | +5,266+1.7% | Added |
| Royce & Associates LP | 266,910 | $4.91M | 0.04% | +20,210+8.2% | Added |
| Franklin Resources Inc | 219,181 | $4.04M | 0.00% | +24,500+12.6% | Added |
| Dimensional Fund Advisors LP | 214,987 | $3.96M | 0.00% | −309−0.1% | Reduced |
| Petiole USA ltd | 172,043 | $3.17M | 2.27% | +172,043 | New |
| Wellington Management Group LLP | 158,831 | $2.92M | 0.00% | −59,327−27.2% | Reduced |
| Russell Investments Group, Ltd. | 153,356 | $2.82M | 0.00% | +46,055+42.9% | Added |
| BlackRock Inc. | 140,097 | $2.58M | 0.00% | +25,716+22.5% | Added |
| Bridgeway Capital Management, LLC | 112,800 | $2.08M | 0.04% | −11,700−9.4% | Reduced |
| Alliancebernstein L.P. | 104,895 | $1.93M | 0.00% | +33,123+46.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 104,300 | $1.92M | 0.01% | +3,100+3.1% | Added |
| Geode Capital Management, LLC | 101,817 | $1.87M | 0.00% | −104−0.1% | Reduced |
| River Oaks Capital LLC | 92,918 | $1.71M | 1.58% | +92,918 | New |
| Smith Shellnut Wilson LLC | 79,224 | $1.46M | 0.72% | +79,224 | New |
| LPL Financial LLC | 59,557 | $1.10M | 0.00% | +59,557 | New |
| Renaissance Technologies LLC | 59,475 | $1.09M | 0.00% | −32,100−35.1% | Reduced |
| Green Square Capital Advisors LLC | 56,703 | $1.04M | 0.21% | +218+0.4% | Added |
| Millennium Management LLC | 56,623 | $1.04M | 0.00% | −11,650−17.1% | Reduced |
| Northern Trust Corp | 45,414 | $836.0K | 0.00% | −751−1.6% | Reduced |
| Greenwich Investment Management, Inc. | 40,294 | $742.0K | 0.50% | +40,294 | New |
| Boston Partners | 39,789 | $733.0K | 0.00% | +16,086+67.9% | Added |
| Ergoteles LLC | 33,053 | $609.0K | 0.02% | −10,247−23.7% | Reduced |
| HSBC Holdings PLC | 29,734 | $546.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 26,568 | $491.0K | 0.00% | +420+1.6% | Added |
| BHZ Capital Management, LP | 24,887 | $458.0K | 0.18% | +24,887 | New |
| Susquehanna International Group, LLP | 23,136 | $426.0K | 0.00% | +8,182+54.7% | Added |
| Jacobs Levy Equity Management, Inc | 21,116 | $389.0K | 0.00% | −822−3.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,928 | $367.0K | 0.01% | −3,680−15.6% | Reduced |
| Two Sigma Investments, LP | 17,688 | $326.0K | 0.00% | −8,000−31.1% | Reduced |
| Two Sigma Advisers, LP | 15,500 | $285.0K | 0.00% | −10,800−41.1% | Reduced |
| First Trust Advisors LP | 14,261 | $263.0K | 0.00% | −2,843−16.6% | Reduced |
| Morgan Stanley | 13,990 | $258.0K | 0.00% | −1,646−10.5% | Reduced |
| Advisory Services Network, LLC | 12,600 | $232.0K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 12,432 | $229.0K | 0.09% | −7,803−38.6% | Reduced |
| Bank of New York Mellon Corp | 12,375 | $228.0K | 0.00% | +2,162+21.2% | Added |
| Ameriprise Financial Inc | 12,155 | $223.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,696 | $215.0K | 0.01% | +11,696 | New |
| Goldman Sachs Group Inc | 10,775 | $198.0K | 0.00% | −216−2.0% | Reduced |
| Barclays PLC | 10,705 | $197.0K | 0.00% | −1,518−12.4% | Reduced |
| HighTower Advisors, LLC | 10,000 | $184.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,031 | $166.0K | 0.01% | −108,652−92.3% | Reduced |
| JPMorgan Chase & Co | 8,872 | $163.0K | 0.00% | −14,858−62.6% | Reduced |
| Royal Bank of Canada | 8,100 | $149.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,061 | $94.0K | 0.00% | −206−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 2,572 | $47.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $35.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,055 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 856 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 328 | $6.00K | 0.00% | +328 | New |
| Advisor Group Holdings, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6 | $110 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,990−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,095−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,718−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,270−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |