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, Q1 2023
Institutional positions in Investar Holding Corp as of Mar 31, 2023. 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
- 62
- +3 vs. Q4 2022
- Shares held
- 5.65M
- −86.4K (−1.5%) vs. Q4 2022
- Total value
- $79.1M
- −$44.4M (−36.0%) vs. Q4 2022
- New holders
- 6
- 24 more added
- Sold out
- 3
- 17 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 989,441 | $13.8M | 4.86% | +5,553+0.6% | Added |
| Banc Funds Co LLC | 572,699 | $8.00M | 0.85% | 00.0% | Unchanged |
| Vanguard Group Inc | 471,794 | $6.59M | 0.00% | +600.0% | Added |
| M3F, Inc. | 344,447 | $4.81M | 1.58% | +41,795+13.8% | Added |
| Stieven Capital Advisors, L.P. | 318,805 | $4.45M | 1.17% | −83,682−20.8% | Reduced |
| Maltese Capital Management LLC | 298,000 | $4.16M | 1.57% | −4,716−1.6% | Reduced |
| Royce & Associates LP | 270,610 | $3.78M | 0.04% | +13,300+5.2% | Added |
| Dimensional Fund Advisors LP | 254,282 | $3.55M | 0.00% | −964−0.4% | Reduced |
| Wellington Management Group LLP | 193,167 | $2.70M | 0.00% | +5,770+3.1% | Added |
| Kennedy Capital Management, Inc. | 188,953 | $2.64M | 0.08% | −38,090−16.8% | Reduced |
| Franklin Resources Inc | 184,381 | $2.57M | 0.00% | 00.0% | Unchanged |
| Petiole USA ltd | 172,043 | $2.40M | 2.32% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 138,753 | $1.94M | 0.00% | +39,750+40.2% | Added |
| BlackRock Inc. | 134,048 | $1.87M | 0.00% | −5,705−4.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 123,090 | $1.72M | 0.01% | +2,500+2.1% | Added |
| Russell Investments Group, Ltd. | 109,044 | $1.52M | 0.00% | −5,219−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 105,900 | $1.48M | 0.04% | −1,900−1.8% | Reduced |
| Geode Capital Management, LLC | 99,887 | $1.39M | 0.00% | +309+0.3% | Added |
| Millennium Management LLC | 73,905 | $1.03M | 0.00% | +25,646+53.1% | Added |
| Green Square Capital Advisors LLC | 55,460 | $774.2K | 0.10% | +228+0.4% | Added |
| Northern Trust Corp | 45,077 | $629.3K | 0.00% | +648+1.5% | Added |
| Susquehanna International Group, LLP | 41,178 | $574.8K | 0.00% | +41,178 | New |
| Bank of Montreal | 24,057 | $550.2K | 0.00% | +9,222+62.2% | Added |
| Boston Partners | 33,666 | $470.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 31,692 | $442.4K | 0.00% | −350−1.1% | Reduced |
| Greenwich Investment Management, Inc. | 31,309 | $437.0K | 0.34% | 00.0% | Unchanged |
| River Oaks Capital LLC | 30,470 | $425.4K | 0.60% | −974−3.1% | Reduced |
| HSBC Holdings PLC | 29,512 | $405.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 28,348 | $398.4K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 23,035 | $321.6K | 0.00% | −6,847−22.9% | Reduced |
| Morgan Stanley | 21,675 | $302.6K | 0.00% | −97,324−81.8% | Reduced |
| Jane Street Group, LLC | 18,762 | $261.9K | 0.00% | +18,762 | New |
| Renaissance Technologies LLC | 18,575 | $259.0K | 0.00% | −8,500−31.4% | Reduced |
| Ellsworth Advisors, LLC | 18,136 | $253.2K | 0.09% | +1,054+6.2% | Added |
| Ameriprise Financial Inc | 16,155 | $225.5K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,520 | $216.7K | 0.00% | +5,300+51.9% | Added |
| Citadel Advisors LLC | 13,045 | $182.1K | 0.00% | +13,045 | New |
| Advisory Services Network, LLC | 12,600 | $175.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 12,526 | $174.9K | 0.00% | −1,344−9.7% | Reduced |
| Janney Montgomery Scott LLC | 12,200 | $170.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,320 | $144.1K | 0.00% | +52+0.5% | Added |
| Citigroup Inc | 10,124 | $141.3K | 0.00% | +4,633+84.4% | Added |
| HighTower Advisors, LLC | 10,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 10,000 | $139.6K | 0.10% | −6,368−38.9% | Reduced |
| Royal Bank of Canada | 8,832 | $124.0K | 0.00% | +332+3.9% | Added |
| Hillsdale Investment Management Inc. | 3,900 | $54.4K | 0.00% | −28,300−87.9% | Reduced |
| LSV Asset Management | 3,400 | $47.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,710 | $37.8K | 0.00% | +1,489+121.9% | Added |
| GWM Advisors LLC | 2,560 | $35.7K | 0.00% | +1,131+79.1% | Added |
| Piper Sandler & Co. | 2,222 | $31.0K | 0.02% | +2,222 | New |
| Public Employees Retirement System of Ohio | 2,026 | $28.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,010 | $28.0K | 0.00% | +2,010 | New |
| The PNC Financial Services Group, Inc. | 1,875 | $26.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,758 | $24.5K | 0.00% | +261+17.4% | Added |
| JPMorgan Chase & Co | 1,524 | $21.0K | 0.00% | +495+48.1% | Added |
| Bank of America Corp | 1,102 | $15.4K | 0.00% | +1,091+9,918.2% | Added |
| Proequities, Inc. | 982 | $13.8K | 0.00% | −5,886−85.7% | Reduced |
| BNP Paribas Arbitrage, SA | 452 | $6.31K | 0.00% | +446+7,433.3% | Added |
| Tower Research Capital LLC (TRC) | 453 | $6.00K | 0.00% | +341+304.5% | Added |
| FMR LLC | 384 | $5.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 70 | $989 | 0.00% | −204−74.5% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Man Group plc | 0 | $0 | 0.00% | −9,796−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,397−100.0% | Sold out |