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Livermore
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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 2022

Institutional positions in Investar Holding Corp as of Sep 30, 2022. 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
54
−1 vs. Q2 2022
Shares held
5.80M
−69.3K (−1.2%) vs. Q2 2022
Total value
$115.5M
−$13.1M (−10.2%) vs. Q2 2022
New holders
4
20 more added
Sold out
5
19 more reduced

Compare with Q2 2022: 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 2022: 54 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 2022: $115.5M
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 2022

Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2022.

Institutions holding ISTR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp2$00.00%+1+100.0%Added
FMR LLC449$9.00K0.00%−53−10.6%Reduced
BNP Paribas Arbitrage, SA1,184$23.6K0.00%+1,178+19,633.3%Added
Wells Fargo & Company1,221$24.0K0.00%+162+15.3%Added
UBS Group AG1,556$31.0K0.00%+1,556New
The PNC Financial Services Group, Inc.1,875$37.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio2,572$51.0K0.00%00.0%Unchanged
JPMorgan Chase & Co2,948$59.0K0.00%+507+20.8%Added
Proequities, Inc.6,481$130.0K0.01%+530+8.9%Added
Royal Bank of Canada8,500$169.0K0.00%+400+4.9%Added
HighTower Advisors, LLC10,000$199.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd10,243$204.0K0.00%+10,243New
Goldman Sachs Group Inc10,785$215.0K0.00%+415+4.0%Added
Barclays PLC11,252$224.0K0.00%+547+5.1%Added
Two Sigma Investments, LP11,597$231.0K0.00%−788−6.4%Reduced
Janney Montgomery Scott LLC12,200$243.0K0.00%00.0%Unchanged
Advisory Services Network, LLC12,600$251.0K0.01%00.0%Unchanged
Two Sigma Advisers, LP12,800$255.0K0.00%−900−6.6%Reduced
Bank of New York Mellon Corp13,157$261.0K0.00%+108+0.8%Added
Ameriprise Financial Inc16,155$321.0K0.00%00.0%Unchanged
Ellsworth Advisors, LLC16,874$336.0K0.14%+16,874New
Renaissance Technologies LLC18,175$362.0K0.00%+200+1.1%Added
ELCO Management Co., LLC20,000$398.0K0.32%+20,000New
State Street Corp28,548$571.0K0.00%+324+1.1%Added
HSBC Holdings PLC29,514$590.0K0.00%00.0%Unchanged
Boston Partners36,362$724.0K0.00%+400+1.1%Added
LPL Financial LLC36,692$730.0K0.00%−12,865−26.0%Reduced
River Oaks Capital LLC37,500$746.0K0.82%−6,424−14.6%Reduced
Hillsdale Investment Management Inc.38,200$761.0K0.07%+12,884+50.9%Added
Greenwich Investment Management, Inc.39,519$786.0K0.62%−100−0.3%Reduced
Jacobs Levy Equity Management, Inc40,424$804.0K0.01%+12,383+44.2%Added
Northern Trust Corp44,658$889.0K0.00%+1,250+2.9%Added
Wealthsource Partners, LLC47,404$943.0K0.07%00.0%Unchanged
Green Square Capital Advisors LLC57,355$1.14M0.20%+214+0.4%Added
Millennium Management LLC61,573$1.23M0.00%−4,773−7.2%Reduced
Morgan Stanley93,274$1.86M0.00%+74,289+391.3%Added
Geode Capital Management, LLC99,210$1.97M0.00%+167+0.2%Added
Alliancebernstein L.P.101,937$2.03M0.00%−3,066−2.9%Reduced
Bridgeway Capital Management, LLC107,800$2.15M0.06%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC115,780$2.30M0.01%−7,800−6.3%Reduced
Russell Investments Group, Ltd.120,052$2.39M0.01%−8,318−6.5%Reduced
BlackRock Inc.133,571$2.66M0.00%−10,460−7.3%Reduced
Petiole USA ltd172,043$3.42M2.55%00.0%Unchanged
Franklin Resources Inc184,381$3.67M0.00%−30,100−14.0%Reduced
Wellington Management Group LLP187,397$3.73M0.00%−1,911−1.0%Reduced
Kennedy Capital Management, Inc.238,921$4.75M0.14%−65,129−21.4%Reduced
Dimensional Fund Advisors LP251,717$5.01M0.00%+17,508+7.5%Added
Royce & Associates LP257,310$5.12M0.06%−3,000−1.2%Reduced
Maltese Capital Management LLC305,000$6.07M1.44%−82,500−21.3%Reduced
M3F, Inc.348,034$6.93M2.43%−6,732−1.9%Reduced
Vanguard Group Inc402,082$8.00M0.00%−11,478−2.8%Reduced
Stieven Capital Advisors, L.P.411,857$8.20M1.34%−2000.0%Reduced
Banc Funds Co LLC572,699$11.4M1.05%00.0%Unchanged
Fourthstone LLC998,286$19.9M6.38%+54,510+5.8%Added
BHZ Capital Management, LP0$00.00%−16,935−100.0%Sold out
First Trust Advisors LP0$00.00%−13,060−100.0%Sold out
Acadian Asset Management LLC0$00.00%−8,386−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−908−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−112−100.0%Sold out