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 2022
Institutional positions in Investar Holding Corp as of Dec 31, 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
- 59
- +5 vs. Q3 2022
- Shares held
- 5.74M
- −62.3K (−1.1%) vs. Q3 2022
- Total value
- $123.6M
- +$8.10M (+7.0%) vs. Q3 2022
- New holders
- 7
- 11 more added
- Sold out
- 2
- 28 more reduced
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 983,888 | $21.2M | 5.57% | −14,398−1.4% | Reduced |
| Banc Funds Co LLC | 572,699 | $12.3M | 1.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 471,734 | $10.2M | 0.00% | +69,652+17.3% | Added |
| Stieven Capital Advisors, L.P. | 402,487 | $8.67M | 1.56% | −9,370−2.3% | Reduced |
| Maltese Capital Management LLC | 302,716 | $6.52M | 1.81% | −2,284−0.7% | Reduced |
| M3F, Inc. | 302,652 | $6.52M | 1.99% | −45,382−13.0% | Reduced |
| Royce & Associates LP | 257,310 | $5.54M | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 255,246 | $5.50M | 0.00% | +3,529+1.4% | Added |
| Kennedy Capital Management, Inc. | 227,043 | $4.89M | 0.14% | −11,878−5.0% | Reduced |
| Wellington Management Group LLP | 187,397 | $4.03M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 184,381 | $3.97M | 0.00% | 00.0% | Unchanged |
| Petiole USA ltd | 172,043 | $3.70M | 2.71% | 00.0% | Unchanged |
| BlackRock Inc. | 139,753 | $3.01M | 0.00% | +6,182+4.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 120,590 | $2.60M | 0.01% | +4,810+4.2% | Added |
| Morgan Stanley | 118,999 | $2.56M | 0.00% | +25,725+27.6% | Added |
| Russell Investments Group, Ltd. | 114,263 | $2.46M | 0.01% | −5,789−4.8% | Reduced |
| Bridgeway Capital Management, LLC | 107,800 | $2.32M | 0.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 99,578 | $2.14M | 0.00% | +368+0.4% | Added |
| Alliancebernstein L.P. | 99,003 | $2.13M | 0.00% | −2,934−2.9% | Reduced |
| Green Square Capital Advisors LLC | 55,232 | $1.19M | 0.17% | −2,123−3.7% | Reduced |
| Millennium Management LLC | 48,259 | $1.04M | 0.00% | −13,314−21.6% | Reduced |
| Northern Trust Corp | 44,429 | $956.6K | 0.00% | −229−0.5% | Reduced |
| Boston Partners | 33,666 | $724.8K | 0.00% | −2,696−7.4% | Reduced |
| Hillsdale Investment Management Inc. | 32,200 | $693.3K | 0.06% | −6,000−15.7% | Reduced |
| LPL Financial LLC | 32,042 | $689.9K | 0.00% | −4,650−12.7% | Reduced |
| River Oaks Capital LLC | 31,444 | $677.0K | 0.77% | −6,056−16.1% | Reduced |
| Greenwich Investment Management, Inc. | 31,309 | $674.0K | 0.54% | −8,210−20.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,882 | $643.4K | 0.00% | −10,542−26.1% | Reduced |
| HSBC Holdings PLC | 29,512 | $634.8K | 0.00% | −20.0% | Reduced |
| State Street Corp | 28,348 | $613.0K | 0.00% | −200−0.7% | Reduced |
| Renaissance Technologies LLC | 27,075 | $583.0K | 0.00% | +8,900+49.0% | Added |
| Ellsworth Advisors, LLC | 17,082 | $367.1K | 0.14% | +208+1.2% | Added |
| ELCO Management Co., LLC | 16,368 | $352.4K | 0.26% | −3,632−18.2% | Reduced |
| Ameriprise Financial Inc | 16,155 | $348.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 14,835 | $339.3K | 0.00% | +14,835 | New |
| Barclays PLC | 13,870 | $298.6K | 0.00% | +2,618+23.3% | Added |
| Advisory Services Network, LLC | 12,600 | $271.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,200 | $263.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,268 | $221.1K | 0.00% | −517−4.8% | Reduced |
| Qube Research & Technologies Ltd | 10,220 | $220.0K | 0.00% | −23−0.2% | Reduced |
| HighTower Advisors, LLC | 10,000 | $215.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 9,796 | $210.9K | 0.00% | +9,796 | New |
| Two Sigma Advisers, LP | 9,500 | $204.5K | 0.00% | −3,300−25.8% | Reduced |
| Two Sigma Investments, LP | 9,397 | $202.3K | 0.00% | −2,200−19.0% | Reduced |
| Royal Bank of Canada | 8,500 | $183.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6,868 | $148.5K | 0.01% | +387+6.0% | Added |
| Citigroup Inc | 5,491 | $118.2K | 0.00% | +5,491 | New |
| LSV Asset Management | 3,400 | $73.0K | 0.00% | +3,400 | New |
| Public Employees Retirement System of Ohio | 2,026 | $44.0K | 0.00% | −546−21.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,875 | $40.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,497 | $32.2K | 0.00% | −59−3.8% | Reduced |
| Wells Fargo & Company | 1,221 | $26.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,029 | $22.0K | 0.00% | −1,919−65.1% | Reduced |
| FMR LLC | 384 | $8.27K | 0.00% | −65−14.5% | Reduced |
| Parallel Advisors, LLC | 274 | $5.91K | 0.00% | +274 | New |
| Tower Research Capital LLC (TRC) | 112 | $2.00K | 0.00% | +112 | New |
| Bank of America Corp | 11 | $237 | 0.00% | +9+450.0% | Added |
| BNP Paribas Arbitrage, SA | 6 | $129 | 0.00% | −1,178−99.5% | Reduced |
| GWM Advisors LLC | 1,429 | $31 | 0.00% | +1,429 | New |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −47,404−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −13,157−100.0% | Sold out |