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, Q3 2023
Institutional positions in Investar Holding Corp as of Sep 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
- 56
- 0 vs. Q2 2023
- Shares held
- 5.25M
- −128.3K (−2.4%) vs. Q2 2023
- Total value
- $55.6M
- −$9.52M (−14.6%) vs. Q2 2023
- New holders
- 3
- 17 more added
- Sold out
- 3
- 17 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 981,898 | $10.4M | 2.36% | +7,663+0.8% | Added |
| Banc Funds Co LLC | 592,699 | $6.28M | 0.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 470,216 | $4.98M | 0.00% | 00.0% | Unchanged |
| M3F, Inc. | 324,270 | $3.43M | 1.15% | −36,518−10.1% | Reduced |
| Maltese Capital Management LLC | 275,000 | $2.91M | 1.11% | 00.0% | Unchanged |
| Royce & Associates LP | 264,310 | $2.80M | 0.03% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 217,090 | $2.30M | 0.01% | −610−0.3% | Reduced |
| Dimensional Fund Advisors LP | 181,276 | $1.92M | 0.00% | −29,863−14.1% | Reduced |
| Franklin Resources Inc | 180,925 | $1.92M | 0.00% | −32,085−15.1% | Reduced |
| Petiole USA ltd | 172,043 | $1.82M | 1.67% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 165,253 | $1.75M | 0.00% | +10,500+6.8% | Added |
| BlackRock Inc. | 163,624 | $1.73M | 0.00% | +22,071+15.6% | Added |
| Kennedy Capital Management, Inc. | 149,793 | $1.59M | 0.04% | −744−0.5% | Reduced |
| Wellington Management Group LLP | 131,308 | $1.39M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 130,765 | $1.38M | 0.03% | +2,452+1.9% | Added |
| Geode Capital Management, LLC | 104,764 | $1.11M | 0.00% | +9,382+9.8% | Added |
| Russell Investments Group, Ltd. | 99,195 | $1.05M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 62,987 | $667.0K | 0.00% | +50,445+402.2% | Added |
| Green Square Capital Advisors LLC | 56,164 | $594.8K | 0.08% | −747−1.3% | Reduced |
| Boothbay Fund Management, LLC | 50,425 | $534.0K | 0.02% | +10,425+26.1% | Added |
| Northern Trust Corp | 45,053 | $477.1K | 0.00% | −255−0.6% | Reduced |
| Millennium Management LLC | 43,087 | $456.3K | 0.00% | −19,983−31.7% | Reduced |
| Janney Montgomery Scott LLC | 40,466 | $429.0K | 0.00% | +28,266+231.7% | Added |
| Empowered Funds, LLC | 38,500 | $407.7K | 0.01% | +3,160+8.9% | Added |
| Boston Partners | 33,666 | $356.5K | 0.00% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 30,880 | $327.0K | 0.26% | −104−0.3% | Reduced |
| HSBC Holdings PLC | 29,512 | $315.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 28,148 | $300.9K | 0.00% | −200−0.7% | Reduced |
| Renaissance Technologies LLC | 25,175 | $267.0K | 0.00% | +6,700+36.3% | Added |
| River Oaks Capital LLC | 20,150 | $213.4K | 0.31% | −3,150−13.5% | Reduced |
| Citadel Advisors LLC | 18,267 | $193.4K | 0.00% | −4,111−18.4% | Reduced |
| Ameriprise Financial Inc | 16,155 | $171.1K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,061 | $148.9K | 0.00% | +14,061 | New |
| Barclays PLC | 13,166 | $139.4K | 0.00% | +2,461+23.0% | Added |
| Advisory Services Network, LLC | 12,600 | $133.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,624 | $112.5K | 0.00% | +159+1.5% | Added |
| Quadrature Capital Ltd | 10,157 | $106.5K | 0.00% | −3,071−23.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,036 | $106.3K | 0.00% | −92−0.9% | Reduced |
| HighTower Advisors, LLC | 10,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,662 | $92.0K | 0.00% | +162+1.9% | Added |
| LSV Asset Management | 3,400 | $36.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,955 | $31.0K | 0.00% | −993−25.2% | Reduced |
| GWM Advisors LLC | 2,576 | $27.3K | 0.00% | +8+0.3% | Added |
| Copeland Capital Management, LLC | 2,529 | $26.8K | 0.00% | +15+0.6% | Added |
| Public Employees Retirement System of Ohio | 2,026 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,884 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $19.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,564 | $16.6K | 0.00% | +1+0.1% | Added |
| Rhumbline Advisers | 365 | $3.87K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 315 | $3.34K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 211 | $2.23K | 0.00% | +86+68.8% | Added |
| Qube Research & Technologies Ltd | 202 | $2.14K | 0.00% | +202 | New |
| Proequities, Inc. | 134 | $1.43K | 0.00% | −60−30.9% | Reduced |
| Tower Research Capital LLC (TRC) | 100 | $1.06K | 0.00% | −191−65.6% | Reduced |
| EverSource Wealth Advisors, LLC | 87 | $921 | 0.00% | +87 | New |
| Parallel Advisors, LLC | 19 | $206 | 0.00% | 00.0% | Unchanged |
| Scoggin Management LP | 0 | $0 | 0.00% | −130,616−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −31,692−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |