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