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, Q1 2024
Institutional positions in Investar Holding Corp as of Mar 31, 2024. 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
- 63
- +5 vs. Q4 2023
- Shares held
- 5.53M
- +348.5K (+6.7%) vs. Q4 2023
- Total value
- $90.5M
- +$13.2M (+17.1%) vs. Q4 2023
- New holders
- 12
- 17 more added
- Sold out
- 7
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 784,257 | $12.8M | 4.18% | −188,649−19.4% | Reduced |
| Banc Funds Co LLC | 609,617 | $9.97M | 1.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 471,690 | $7.72M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 384,661 | $6.29M | 0.00% | +152,425+65.6% | Added |
| Maltese Capital Management LLC | 268,400 | $4.39M | 0.85% | −11,600−4.1% | Reduced |
| Royce & Associates LP | 258,610 | $4.23M | 0.04% | −5,700−2.2% | Reduced |
| Dimensional Fund Advisors LP | 219,646 | $3.59M | 0.00% | +29,217+15.3% | Added |
| Franklin Resources Inc | 215,100 | $3.52M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 214,513 | $3.51M | 0.07% | +57,178+36.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 196,550 | $3.22M | 0.01% | −4,840−2.4% | Reduced |
| Petiole USA ltd | 172,043 | $2.81M | 2.20% | 00.0% | Unchanged |
| M3F, Inc. | 166,464 | $2.72M | 0.96% | −56,723−25.4% | Reduced |
| BlackRock Inc. | 149,732 | $2.45M | 0.00% | −15,900−9.6% | Reduced |
| Bridgeway Capital Management, LLC | 137,823 | $2.25M | 0.05% | +3,325+2.5% | Added |
| Wellington Management Group LLP | 114,566 | $1.87M | 0.00% | −16,742−12.8% | Reduced |
| Geode Capital Management, LLC | 111,097 | $1.82M | 0.00% | +2,438+2.2% | Added |
| Kestra Advisory Services, LLC | 108,923 | $1.79M | 0.01% | +108,923 | New |
| Russell Investments Group, Ltd. | 99,326 | $1.62M | 0.00% | +12,412+14.3% | Added |
| Susquehanna International Group, LLP | 79,419 | $1.30M | 0.00% | +79,419 | New |
| Millennium Management LLC | 76,419 | $1.25M | 0.00% | +38,835+103.3% | Added |
| Arrowstreet Capital, Limited Partnership | 52,756 | $863.0K | 0.00% | +52,756 | New |
| Green Square Capital Advisors LLC | 50,961 | $833.7K | 0.11% | −5,734−10.1% | Reduced |
| Empowered Funds, LLC | 45,558 | $745.3K | 0.01% | +3,325+7.9% | Added |
| Northern Trust Corp | 44,647 | $730.4K | 0.00% | −588−1.3% | Reduced |
| Goldman Sachs Group Inc | 34,859 | $570.3K | 0.00% | +24,254+228.7% | Added |
| O'Shaughnessy Asset Management, LLC | 30,813 | $504.1K | 0.01% | +30,813 | New |
| Qube Research & Technologies Ltd | 30,756 | $503.2K | 0.00% | +18,406+149.0% | Added |
| Jane Street Group, LLC | 30,710 | $502.4K | 0.00% | +20,013+187.1% | Added |
| HSBC Holdings PLC | 29,995 | $490.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 29,648 | $488.0K | 0.00% | +1,500+5.3% | Added |
| Greenwich Investment Management, Inc. | 29,185 | $477.0K | 0.38% | −1,470−4.8% | Reduced |
| Boston Partners | 23,188 | $379.4K | 0.00% | +4,614+24.8% | Added |
| Bank of New York Mellon Corp | 22,743 | $372.1K | 0.00% | −3,869−14.5% | Reduced |
| Renaissance Technologies LLC | 22,375 | $366.0K | 0.00% | −8,500−27.5% | Reduced |
| Man Group plc | 21,573 | $352.9K | 0.00% | +21,573 | New |
| Citigroup Inc | 20,601 | $337.0K | 0.00% | +18,784+1,033.8% | Added |
| Ameriprise Financial Inc | 16,155 | $264.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $206.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,156 | $198.9K | 0.00% | −513−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 12,065 | $197.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11,840 | $193.7K | 0.00% | +8,744+282.4% | Added |
| American Century Companies Inc | 11,821 | $193.4K | 0.00% | +11,821 | New |
| Hillsdale Investment Management Inc. | 11,300 | $184.9K | 0.01% | +11,300 | New |
| Barclays PLC | 11,190 | $183.1K | 0.00% | −5,524−33.1% | Reduced |
| Ritholtz Wealth Management | 10,749 | $175.9K | 0.01% | +10,749 | New |
| HighTower Advisors, LLC | 10,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 9,969 | $163.1K | 0.04% | +9,969 | New |
| Royal Bank of Canada | 8,753 | $143.0K | 0.00% | −200−2.2% | Reduced |
| JPMorgan Chase & Co | 8,577 | $140.3K | 0.00% | +6,365+287.7% | Added |
| Cubist Systematic Strategies, LLC | 3,572 | $58.4K | 0.00% | +3,572 | New |
| LSV Asset Management | 3,400 | $56.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,770 | $45.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,594 | $42.4K | 0.00% | +7+0.3% | Added |
| Copeland Capital Management, LLC | 1,987 | $32.5K | 0.00% | −542−21.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,942 | $31.8K | 0.00% | −84−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,875 | $30.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,456 | $23.8K | 0.00% | −1,085−42.7% | Reduced |
| Wells Fargo & Company | 1,442 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 365 | $5.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 158 | $2.58K | 0.00% | +158 | New |
| Parallel Advisors, LLC | 6 | $105 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 295 | $5 | 0.00% | +295 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,407−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,369−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,314−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |