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