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