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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 19 | $206 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 87 | $921 | 0.00% | +87 | New |
| Tower Research Capital LLC (TRC) | 100 | $1.06K | 0.00% | −191−65.6% | Reduced |
| Proequities, Inc. | 134 | $1.43K | 0.00% | −60−30.9% | Reduced |
| Qube Research & Technologies Ltd | 202 | $2.14K | 0.00% | +202 | New |
| UBS Group AG | 211 | $2.23K | 0.00% | +86+68.8% | Added |
| FMR LLC | 315 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 365 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,564 | $16.6K | 0.00% | +1+0.1% | Added |
| The PNC Financial Services Group, Inc. | 1,875 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,884 | $20.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,026 | $21.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,529 | $26.8K | 0.00% | +15+0.6% | Added |
| GWM Advisors LLC | 2,576 | $27.3K | 0.00% | +8+0.3% | Added |
| CWM, LLC | 2,955 | $31.0K | 0.00% | −993−25.2% | Reduced |
| LSV Asset Management | 3,400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,662 | $92.0K | 0.00% | +162+1.9% | Added |
| HighTower Advisors, LLC | 10,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 10,036 | $106.3K | 0.00% | −92−0.9% | Reduced |
| Quadrature Capital Ltd | 10,157 | $106.5K | 0.00% | −3,071−23.2% | Reduced |
| Goldman Sachs Group Inc | 10,624 | $112.5K | 0.00% | +159+1.5% | Added |
| Advisory Services Network, LLC | 12,600 | $133.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,166 | $139.4K | 0.00% | +2,461+23.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,061 | $148.9K | 0.00% | +14,061 | New |
| Ameriprise Financial Inc | 16,155 | $171.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,267 | $193.4K | 0.00% | −4,111−18.4% | Reduced |
| River Oaks Capital LLC | 20,150 | $213.4K | 0.31% | −3,150−13.5% | Reduced |
| Renaissance Technologies LLC | 25,175 | $267.0K | 0.00% | +6,700+36.3% | Added |
| State Street Corp | 28,148 | $300.9K | 0.00% | −200−0.7% | Reduced |
| HSBC Holdings PLC | 29,512 | $315.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 30,880 | $327.0K | 0.26% | −104−0.3% | Reduced |
| Boston Partners | 33,666 | $356.5K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 38,500 | $407.7K | 0.01% | +3,160+8.9% | Added |
| Janney Montgomery Scott LLC | 40,466 | $429.0K | 0.00% | +28,266+231.7% | Added |
| Millennium Management LLC | 43,087 | $456.3K | 0.00% | −19,983−31.7% | Reduced |
| Northern Trust Corp | 45,053 | $477.1K | 0.00% | −255−0.6% | Reduced |
| Boothbay Fund Management, LLC | 50,425 | $534.0K | 0.02% | +10,425+26.1% | Added |
| Green Square Capital Advisors LLC | 56,164 | $594.8K | 0.08% | −747−1.3% | Reduced |
| Morgan Stanley | 62,987 | $667.0K | 0.00% | +50,445+402.2% | Added |
| Russell Investments Group, Ltd. | 99,195 | $1.05M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 104,764 | $1.11M | 0.00% | +9,382+9.8% | Added |
| Bridgeway Capital Management, LLC | 130,765 | $1.38M | 0.03% | +2,452+1.9% | Added |
| Wellington Management Group LLP | 131,308 | $1.39M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 149,793 | $1.59M | 0.04% | −744−0.5% | Reduced |
| BlackRock Inc. | 163,624 | $1.73M | 0.00% | +22,071+15.6% | Added |
| Alliancebernstein L.P. | 165,253 | $1.75M | 0.00% | +10,500+6.8% | Added |
| Petiole USA ltd | 172,043 | $1.82M | 1.67% | 00.0% | Unchanged |
| Franklin Resources Inc | 180,925 | $1.92M | 0.00% | −32,085−15.1% | Reduced |
| Dimensional Fund Advisors LP | 181,276 | $1.92M | 0.00% | −29,863−14.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 217,090 | $2.30M | 0.01% | −610−0.3% | Reduced |
| Royce & Associates LP | 264,310 | $2.80M | 0.03% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 275,000 | $2.91M | 1.11% | 00.0% | Unchanged |
| M3F, Inc. | 324,270 | $3.43M | 1.15% | −36,518−10.1% | Reduced |
| Vanguard Group Inc | 470,216 | $4.98M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 592,699 | $6.28M | 0.74% | 00.0% | Unchanged |
| Fourthstone LLC | 981,898 | $10.4M | 2.36% | +7,663+0.8% | Added |
| 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 |