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, Q4 2023
Institutional positions in Investar Holding Corp as of Dec 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
- 58
- +3 vs. Q3 2023
- Shares held
- 5.18M
- −52.6K (−1.0%) vs. Q3 2023
- Total value
- $77.2M
- +$21.8M (+39.4%) vs. Q3 2023
- New holders
- 8
- 23 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 972,906 | $14.5M | 2.94% | −8,992−0.9% | Reduced |
| Banc Funds Co LLC | 609,617 | $9.09M | 0.90% | +16,918+2.9% | Added |
| Vanguard Group Inc | 471,690 | $7.03M | 0.00% | +1,474+0.3% | Added |
| Maltese Capital Management LLC | 280,000 | $4.17M | 1.18% | +5,000+1.8% | Added |
| Royce & Associates LP | 264,310 | $3.94M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 232,236 | $3.46M | 0.00% | +66,983+40.5% | Added |
| M3F, Inc. | 223,187 | $3.33M | 1.06% | −101,083−31.2% | Reduced |
| Franklin Resources Inc | 215,100 | $3.21M | 0.00% | +34,175+18.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 201,390 | $3.00M | 0.01% | −15,700−7.2% | Reduced |
| Dimensional Fund Advisors LP | 190,429 | $2.84M | 0.00% | +9,153+5.0% | Added |
| Petiole USA ltd | 172,043 | $2.57M | 1.90% | 00.0% | Unchanged |
| BlackRock Inc. | 165,632 | $2.47M | 0.00% | +2,008+1.2% | Added |
| Kennedy Capital Management, Inc. | 157,335 | $2.35M | 0.05% | +7,542+5.0% | Added |
| Bridgeway Capital Management, LLC | 134,498 | $2.01M | 0.04% | +3,733+2.9% | Added |
| Wellington Management Group LLP | 131,308 | $1.96M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 108,659 | $1.62M | 0.00% | +3,895+3.7% | Added |
| Russell Investments Group, Ltd. | 86,914 | $1.30M | 0.00% | −12,281−12.4% | Reduced |
| Green Square Capital Advisors LLC | 56,695 | $845.3K | 0.11% | +531+0.9% | Added |
| Northern Trust Corp | 45,235 | $674.5K | 0.00% | +182+0.4% | Added |
| Empowered Funds, LLC | 42,233 | $629.7K | 0.02% | +3,733+9.7% | Added |
| Millennium Management LLC | 37,584 | $560.4K | 0.00% | −5,503−12.8% | Reduced |
| Renaissance Technologies LLC | 30,875 | $460.0K | 0.00% | +5,700+22.6% | Added |
| Greenwich Investment Management, Inc. | 30,655 | $457.0K | 0.34% | −225−0.7% | Reduced |
| HSBC Holdings PLC | 29,995 | $451.7K | 0.00% | +483+1.6% | Added |
| State Street Corp | 28,148 | $422.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 26,612 | $396.8K | 0.00% | +26,612 | New |
| Boston Partners | 18,574 | $276.9K | 0.00% | −15,092−44.8% | Reduced |
| Barclays PLC | 16,714 | $249.2K | 0.00% | +3,548+26.9% | Added |
| Ameriprise Financial Inc | 16,155 | $240.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,407 | $229.7K | 0.00% | +1,346+9.6% | Added |
| ExodusPoint Capital Management, LP | 13,369 | $199.0K | 0.00% | +13,369 | New |
| Morgan Stanley | 12,669 | $188.9K | 0.00% | −50,318−79.9% | Reduced |
| Advisory Services Network, LLC | 12,600 | $187.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,350 | $184.1K | 0.00% | +12,148+6,013.9% | Added |
| Stratos Wealth Partners, LTD. | 12,065 | $179.9K | 0.00% | +12,065 | New |
| Citadel Advisors LLC | 11,964 | $178.4K | 0.00% | −6,303−34.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,314 | $168.7K | 0.00% | +1,278+12.7% | Added |
| Jane Street Group, LLC | 10,697 | $159.5K | 0.00% | +10,697 | New |
| Goldman Sachs Group Inc | 10,605 | $158.1K | 0.00% | −19−0.2% | Reduced |
| Janney Montgomery Scott LLC | 10,500 | $157.0K | 0.00% | −29,966−74.1% | Reduced |
| HighTower Advisors, LLC | 10,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,953 | $134.0K | 0.00% | +291+3.4% | Added |
| AJOVista, LLC | 3,705 | $55.2K | 0.07% | +3,705 | New |
| LSV Asset Management | 3,400 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,096 | $46.2K | 0.00% | +1,212+64.3% | Added |
| CWM, LLC | 2,770 | $41.0K | 0.00% | −185−6.3% | Reduced |
| GWM Advisors LLC | 2,587 | $38.6K | 0.00% | +11+0.4% | Added |
| UBS Group AG | 2,541 | $37.9K | 0.00% | +2,330+1,104.3% | Added |
| Copeland Capital Management, LLC | 2,529 | $37.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,212 | $33.0K | 0.00% | +2,212 | New |
| Public Employees Retirement System of Ohio | 2,026 | $30.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $28.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,817 | $27.1K | 0.00% | +1,817 | New |
| Wells Fargo & Company | 1,442 | $21.5K | 0.00% | −122−7.8% | Reduced |
| Rhumbline Advisers | 365 | $5.44K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | +180 | New |
| Proequities, Inc. | 134 | $2.01K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $96 | 0.00% | −13−68.4% | Reduced |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −50,425−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,157−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |