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, Q2 2023
Institutional positions in Investar Holding Corp as of Jun 30, 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
- 57
- −5 vs. Q1 2023
- Shares held
- 5.42M
- −236.7K (−4.2%) vs. Q1 2023
- Total value
- $65.6M
- −$13.5M (−17.1%) vs. Q1 2023
- New holders
- 7
- 14 more added
- Sold out
- 12
- 24 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 974,235 | $11.8M | 3.14% | −15,206−1.5% | Reduced |
| Banc Funds Co LLC | 592,699 | $7.18M | 0.85% | +20,000+3.5% | Added |
| Vanguard Group Inc | 470,216 | $5.69M | 0.00% | −1,578−0.3% | Reduced |
| M3F, Inc. | 360,788 | $4.37M | 1.37% | +16,341+4.7% | Added |
| Maltese Capital Management LLC | 275,000 | $3.33M | 1.15% | −23,000−7.7% | Reduced |
| Royce & Associates LP | 264,310 | $3.20M | 0.03% | −6,300−2.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 217,700 | $2.64M | 0.01% | +94,610+76.9% | Added |
| Franklin Resources Inc | 213,010 | $2.58M | 0.00% | +28,629+15.5% | Added |
| Dimensional Fund Advisors LP | 211,139 | $2.56M | 0.00% | −43,143−17.0% | Reduced |
| Petiole USA ltd | 172,043 | $2.08M | 2.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 154,753 | $1.87M | 0.00% | +16,000+11.5% | Added |
| Kennedy Capital Management, Inc. | 150,537 | $1.82M | 0.04% | −38,416−20.3% | Reduced |
| BlackRock Inc. | 141,553 | $1.71M | 0.00% | +7,505+5.6% | Added |
| Wellington Management Group LLP | 131,308 | $1.59M | 0.00% | −61,859−32.0% | Reduced |
| Scoggin Management LP | 130,616 | $1.58M | 2.83% | +130,616 | New |
| Bridgeway Capital Management, LLC | 128,313 | $1.55M | 0.04% | +22,413+21.2% | Added |
| Russell Investments Group, Ltd. | 99,195 | $1.20M | 0.00% | −9,849−9.0% | Reduced |
| Geode Capital Management, LLC | 95,382 | $1.16M | 0.00% | −4,505−4.5% | Reduced |
| Millennium Management LLC | 63,070 | $763.8K | 0.00% | −10,835−14.7% | Reduced |
| Green Square Capital Advisors LLC | 56,911 | $689.2K | 0.09% | +1,451+2.6% | Added |
| Northern Trust Corp | 45,308 | $548.7K | 0.00% | +231+0.5% | Added |
| Boothbay Fund Management, LLC | 40,000 | $484.4K | 0.02% | +40,000 | New |
| Empowered Funds, LLC | 35,340 | $428.0K | 0.02% | +35,340 | New |
| EA Series Trust | 35,340 | $428.0K | 0.02% | +35,340 | New |
| Boston Partners | 33,666 | $407.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 31,692 | $383.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 30,984 | $375.0K | 0.28% | −325−1.0% | Reduced |
| HSBC Holdings PLC | 29,512 | $346.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 28,348 | $346.1K | 0.00% | 00.0% | Unchanged |
| River Oaks Capital LLC | 23,300 | $282.2K | 0.43% | −7,170−23.5% | Reduced |
| Citadel Advisors LLC | 22,378 | $271.0K | 0.00% | +9,333+71.5% | Added |
| Renaissance Technologies LLC | 18,475 | $224.0K | 0.00% | −100−0.5% | Reduced |
| Ameriprise Financial Inc | 16,155 | $195.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,228 | $159.4K | 0.00% | +13,228 | New |
| Advisory Services Network, LLC | 12,600 | $152.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,542 | $151.9K | 0.00% | −9,133−42.1% | Reduced |
| Janney Montgomery Scott LLC | 12,200 | $148.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,705 | $129.6K | 0.00% | −1,821−14.5% | Reduced |
| Goldman Sachs Group Inc | 10,465 | $126.7K | 0.00% | +145+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 10,128 | $122.7K | 0.00% | −12,907−56.0% | Reduced |
| HighTower Advisors, LLC | 10,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,500 | $103.0K | 0.00% | −332−3.8% | Reduced |
| CWM, LLC | 3,948 | $48.0K | 0.00% | +1,938+96.4% | Added |
| LSV Asset Management | 3,400 | $41.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,568 | $31.1K | 0.00% | +8+0.3% | Added |
| Copeland Capital Management, LLC | 2,514 | $30.4K | 0.00% | +2,514 | New |
| Public Employees Retirement System of Ohio | 2,026 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,884 | $22.8K | 0.00% | +782+71.0% | Added |
| The PNC Financial Services Group, Inc. | 1,875 | $22.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,563 | $18.9K | 0.00% | −1,147−42.3% | Reduced |
| JPMorgan Chase & Co | 1,499 | $18.2K | 0.00% | −25−1.6% | Reduced |
| Rhumbline Advisers | 365 | $4.42K | 0.00% | +365 | New |
| FMR LLC | 315 | $3.81K | 0.00% | −69−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 291 | $3.52K | 0.00% | −162−35.8% | Reduced |
| Proequities, Inc. | 194 | $2.37K | 0.00% | −788−80.2% | Reduced |
| UBS Group AG | 125 | $1.51K | 0.00% | −1,633−92.9% | Reduced |
| Parallel Advisors, LLC | 19 | $234 | 0.00% | −51−72.9% | Reduced |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −318,805−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −41,178−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −24,057−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,762−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −18,136−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −10,124−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Piper Sandler & Co. | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |