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