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, Q2 2024
Institutional positions in Investar Holding Corp as of Jun 30, 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
- 74
- +11 vs. Q1 2024
- Shares held
- 5.91M
- +381.5K (+6.9%) vs. Q1 2024
- Total value
- $91.0M
- +$557.2K (+0.6%) vs. Q1 2024
- New holders
- 19
- 25 more added
- Sold out
- 8
- 15 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 609,617 | $9.39M | 1.11% | 00.0% | Unchanged |
| Fourthstone LLC | 583,146 | $8.98M | 2.86% | −201,111−25.6% | Reduced |
| BlackRock Inc. | 572,004 | $8.81M | 0.00% | +422,272+282.0% | Added |
| Vanguard Group Inc | 517,681 | $7.97M | 0.00% | +45,991+9.8% | Added |
| Alliancebernstein L.P. | 361,631 | $5.57M | 0.00% | −23,030−6.0% | Reduced |
| Maltese Capital Management LLC | 264,600 | $4.07M | 0.75% | −3,800−1.4% | Reduced |
| Royce & Associates LP | 258,610 | $3.98M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 251,235 | $3.87M | 0.00% | +31,589+14.4% | Added |
| Geode Capital Management, LLC | 221,524 | $3.41M | 0.00% | +110,427+99.4% | Added |
| Franklin Resources Inc | 201,915 | $3.11M | 0.00% | −13,185−6.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 195,450 | $3.01M | 0.01% | −1,100−0.6% | Reduced |
| Petiole USA ltd | 172,043 | $2.65M | 2.22% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 170,957 | $2.63M | 0.06% | −43,556−20.3% | Reduced |
| Bridgeway Capital Management, LLC | 141,243 | $2.18M | 0.05% | +3,420+2.5% | Added |
| Kestra Advisory Services, LLC | 108,926 | $1.68M | 0.01% | +30.0% | Added |
| Wellington Management Group LLP | 107,748 | $1.66M | 0.00% | −6,818−6.0% | Reduced |
| State Street Corp | 102,766 | $1.58M | 0.00% | +73,118+246.6% | Added |
| Russell Investments Group, Ltd. | 101,910 | $1.57M | 0.00% | +2,584+2.6% | Added |
| Morgan Stanley | 67,648 | $1.04M | 0.00% | +55,492+456.5% | Added |
| Arrowstreet Capital, Limited Partnership | 60,533 | $932.0K | 0.00% | +7,777+14.7% | Added |
| Boston Partners | 54,708 | $842.5K | 0.00% | +31,520+135.9% | Added |
| Green Square Capital Advisors LLC | 51,237 | $789.1K | 0.11% | +276+0.5% | Added |
| Empowered Funds, LLC | 48,978 | $749.4K | 0.01% | +3,420+7.5% | Added |
| Bank of New York Mellon Corp | 48,073 | $740.3K | 0.00% | +25,330+111.4% | Added |
| Northern Trust Corp | 46,695 | $719.1K | 0.00% | +2,048+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 40,271 | $620.2K | 0.01% | +9,458+30.7% | Added |
| Janney Montgomery Scott LLC | 32,219 | $496.0K | 0.00% | +32,219 | New |
| HSBC Holdings PLC | 29,995 | $466.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 30,075 | $463.2K | 0.00% | +7,700+34.4% | Added |
| Goldman Sachs Group Inc | 25,560 | $393.6K | 0.00% | −9,299−26.7% | Reduced |
| Charles Schwab Investment Management Inc | 25,072 | $386.1K | 0.00% | +25,072 | New |
| M3F, Inc. | 25,000 | $385.0K | 0.14% | −141,464−85.0% | Reduced |
| Invesco Ltd. | 24,893 | $383.4K | 0.00% | +24,893 | New |
| Greenwich Investment Management, Inc. | 24,220 | $373.0K | 0.34% | −4,965−17.0% | Reduced |
| STRS Ohio | 21,800 | $335.7K | 0.00% | +21,800 | New |
| Acadian Asset Management LLC | 21,456 | $329.0K | 0.00% | +21,456 | New |
| Barclays PLC | 20,898 | $321.8K | 0.00% | +9,708+86.8% | Added |
| Ritholtz Wealth Management | 20,670 | $318.3K | 0.01% | +9,921+92.3% | Added |
| Millennium Management LLC | 20,451 | $314.9K | 0.00% | −55,968−73.2% | Reduced |
| Ameriprise Financial Inc | 16,155 | $248.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,337 | $205.4K | 0.00% | +13,337 | New |
| Quadrature Capital Ltd | 12,626 | $194.4K | 0.00% | +12,626 | New |
| Advisory Services Network, LLC | 12,600 | $194.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 12,280 | $189.1K | 0.00% | +12,280 | New |
| Stratos Wealth Partners, LTD. | 12,065 | $185.8K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 11,821 | $182.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,300 | $174.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,252 | $173.3K | 0.00% | +11,252 | New |
| JPMorgan Chase & Co | 11,227 | $172.9K | 0.00% | +2,650+30.9% | Added |
| Man Group plc | 10,942 | $168.5K | 0.00% | −10,631−49.3% | Reduced |
| Rhumbline Advisers | 10,622 | $163.6K | 0.00% | +10,257+2,810.1% | Added |
| Deutsche Bank AG | 10,008 | $154.1K | 0.00% | +10,008 | New |
| HighTower Advisors, LLC | 10,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,370 | $144.0K | 0.00% | +617+7.0% | Added |
| New York State Common Retirement Fund | 6,500 | $100.1K | 0.00% | +6,500 | New |
| Bank of America Corp | 6,065 | $93.4K | 0.00% | −5,775−48.8% | Reduced |
| Wells Fargo & Company | 5,439 | $83.8K | 0.00% | +3,997+277.2% | Added |
| UBS Group AG | 5,144 | $79.2K | 0.00% | +3,688+253.3% | Added |
| Corebridge Financial, Inc. | 4,975 | $76.7K | 0.00% | +4,975 | New |
| LSV Asset Management | 3,400 | $52.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,355 | $51.7K | 0.00% | +761+29.3% | Added |
| CWM, LLC | 2,770 | $43.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,370 | $36.5K | 0.00% | +2,370 | New |
| Citigroup Inc | 2,076 | $32.0K | 0.00% | −18,525−89.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,875 | $28.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,831 | $28.2K | 0.00% | −111−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,505 | $23.2K | 0.00% | +1,505 | New |
| Ameritas Investment Partners, Inc. | 906 | $14.0K | 0.00% | +906 | New |
| Legal & General Group Plc | 795 | $12.2K | 0.00% | +795 | New |
| California State Teachers Retirement System | 670 | $10.3K | 0.00% | +670 | New |
| Innealta Capital, LLC | 648 | $9.98K | 0.00% | +648 | New |
| Amalgamated Bank | 320 | $5.00K | 0.00% | +320 | New |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $99 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −79,419−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,756−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,710−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,969−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −295−100.0% | Sold out |