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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $96 | 0.00% | −13−68.4% | Reduced |
| Proequities, Inc. | 134 | $2.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | +180 | New |
| Rhumbline Advisers | 365 | $5.44K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,442 | $21.5K | 0.00% | −122−7.8% | Reduced |
| Citigroup Inc | 1,817 | $27.1K | 0.00% | +1,817 | New |
| The PNC Financial Services Group, Inc. | 1,875 | $28.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,026 | $30.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,212 | $33.0K | 0.00% | +2,212 | New |
| Copeland Capital Management, LLC | 2,529 | $37.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,541 | $37.9K | 0.00% | +2,330+1,104.3% | Added |
| GWM Advisors LLC | 2,587 | $38.6K | 0.00% | +11+0.4% | Added |
| CWM, LLC | 2,770 | $41.0K | 0.00% | −185−6.3% | Reduced |
| Bank of America Corp | 3,096 | $46.2K | 0.00% | +1,212+64.3% | Added |
| LSV Asset Management | 3,400 | $51.0K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 3,705 | $55.2K | 0.07% | +3,705 | New |
| Royal Bank of Canada | 8,953 | $134.0K | 0.00% | +291+3.4% | Added |
| HighTower Advisors, LLC | 10,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,500 | $157.0K | 0.00% | −29,966−74.1% | Reduced |
| Goldman Sachs Group Inc | 10,605 | $158.1K | 0.00% | −19−0.2% | Reduced |
| Jane Street Group, LLC | 10,697 | $159.5K | 0.00% | +10,697 | New |
| Jacobs Levy Equity Management, Inc | 11,314 | $168.7K | 0.00% | +1,278+12.7% | Added |
| Citadel Advisors LLC | 11,964 | $178.4K | 0.00% | −6,303−34.5% | Reduced |
| Stratos Wealth Partners, LTD. | 12,065 | $179.9K | 0.00% | +12,065 | New |
| Qube Research & Technologies Ltd | 12,350 | $184.1K | 0.00% | +12,148+6,013.9% | Added |
| Advisory Services Network, LLC | 12,600 | $187.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,669 | $188.9K | 0.00% | −50,318−79.9% | Reduced |
| ExodusPoint Capital Management, LP | 13,369 | $199.0K | 0.00% | +13,369 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,407 | $229.7K | 0.00% | +1,346+9.6% | Added |
| Ameriprise Financial Inc | 16,155 | $240.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 16,714 | $249.2K | 0.00% | +3,548+26.9% | Added |
| Boston Partners | 18,574 | $276.9K | 0.00% | −15,092−44.8% | Reduced |
| Bank of New York Mellon Corp | 26,612 | $396.8K | 0.00% | +26,612 | New |
| State Street Corp | 28,148 | $422.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,995 | $451.7K | 0.00% | +483+1.6% | Added |
| Greenwich Investment Management, Inc. | 30,655 | $457.0K | 0.34% | −225−0.7% | Reduced |
| Renaissance Technologies LLC | 30,875 | $460.0K | 0.00% | +5,700+22.6% | Added |
| Millennium Management LLC | 37,584 | $560.4K | 0.00% | −5,503−12.8% | Reduced |
| Empowered Funds, LLC | 42,233 | $629.7K | 0.02% | +3,733+9.7% | Added |
| Northern Trust Corp | 45,235 | $674.5K | 0.00% | +182+0.4% | Added |
| Green Square Capital Advisors LLC | 56,695 | $845.3K | 0.11% | +531+0.9% | Added |
| Russell Investments Group, Ltd. | 86,914 | $1.30M | 0.00% | −12,281−12.4% | Reduced |
| Geode Capital Management, LLC | 108,659 | $1.62M | 0.00% | +3,895+3.7% | Added |
| Wellington Management Group LLP | 131,308 | $1.96M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 134,498 | $2.01M | 0.04% | +3,733+2.9% | Added |
| Kennedy Capital Management, Inc. | 157,335 | $2.35M | 0.05% | +7,542+5.0% | Added |
| BlackRock Inc. | 165,632 | $2.47M | 0.00% | +2,008+1.2% | Added |
| Petiole USA ltd | 172,043 | $2.57M | 1.90% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 190,429 | $2.84M | 0.00% | +9,153+5.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 201,390 | $3.00M | 0.01% | −15,700−7.2% | Reduced |
| Franklin Resources Inc | 215,100 | $3.21M | 0.00% | +34,175+18.9% | Added |
| M3F, Inc. | 223,187 | $3.33M | 1.06% | −101,083−31.2% | Reduced |
| Alliancebernstein L.P. | 232,236 | $3.46M | 0.00% | +66,983+40.5% | Added |
| Royce & Associates LP | 264,310 | $3.94M | 0.04% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 280,000 | $4.17M | 1.18% | +5,000+1.8% | Added |
| Vanguard Group Inc | 471,690 | $7.03M | 0.00% | +1,474+0.3% | Added |
| Banc Funds Co LLC | 609,617 | $9.09M | 0.90% | +16,918+2.9% | Added |
| Fourthstone LLC | 972,906 | $14.5M | 2.94% | −8,992−0.9% | 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 |