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, Q3 2024
Institutional positions in Investar Holding Corp as of Sep 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
- 82
- +10 vs. Q2 2024
- Shares held
- 6.10M
- +786.4K (+14.8%) vs. Q2 2024
- Total value
- $118.4M
- +$36.6M (+44.7%) vs. Q2 2024
- New holders
- 19
- 38 more added
- Sold out
- 9
- 10 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 879,653 | $17.1M | 0.00% | +879,653 | New |
| Banc Funds Co LLC | 583,925 | $11.3M | 1.23% | −25,692−4.2% | Reduced |
| Vanguard Group Inc | 524,372 | $10.2M | 0.00% | +6,691+1.3% | Added |
| Alliancebernstein L.P. | 346,941 | $6.73M | 0.00% | −14,690−4.1% | Reduced |
| Dimensional Fund Advisors LP | 317,489 | $6.16M | 0.00% | +66,254+26.4% | Added |
| Maltese Capital Management LLC | 259,600 | $5.04M | 0.81% | −5,000−1.9% | Reduced |
| Royce & Associates LP | 258,610 | $5.02M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 222,054 | $4.31M | 0.00% | +530+0.2% | Added |
| Kennedy Capital Management, Inc. | 201,884 | $3.92M | 0.09% | +30,927+18.1% | Added |
| Franklin Resources Inc | 189,982 | $3.77M | 0.00% | −11,933−5.9% | Reduced |
| Petiole USA ltd | 172,043 | $3.34M | 2.18% | 00.0% | Unchanged |
| Wellington Management Group LLP | 161,182 | $3.13M | 0.00% | +53,434+49.6% | Added |
| Bridgeway Capital Management, LLC | 143,789 | $2.79M | 0.06% | +2,546+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 135,850 | $2.64M | 0.01% | −59,600−30.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 123,776 | $2.40M | 0.00% | +63,243+104.5% | Added |
| Russell Investments Group, Ltd. | 123,066 | $2.39M | 0.00% | +21,156+20.8% | Added |
| State Street Corp | 108,540 | $2.12M | 0.00% | +5,774+5.6% | Added |
| Morgan Stanley | 99,842 | $1.94M | 0.00% | +32,194+47.6% | Added |
| Northern Trust Corp | 97,554 | $1.89M | 0.00% | +50,859+108.9% | Added |
| Hillsdale Investment Management Inc. | 89,000 | $1.73M | 0.13% | +77,700+687.6% | Added |
| Acadian Asset Management LLC | 86,576 | $1.68M | 0.01% | +65,120+303.5% | Added |
| O'Shaughnessy Asset Management, LLC | 71,039 | $1.41M | 0.01% | +30,768+76.4% | Added |
| Boston Partners | 68,077 | $1.32M | 0.00% | +13,369+24.4% | Added |
| Renaissance Technologies LLC | 66,675 | $1.29M | 0.00% | +36,600+121.7% | Added |
| American Century Companies Inc | 53,720 | $1.04M | 0.00% | +41,899+354.4% | Added |
| Green Square Capital Advisors LLC | 51,485 | $1.00M | 0.14% | +248+0.5% | Added |
| Empowered Funds, LLC | 51,524 | $999.6K | 0.02% | +2,546+5.2% | Added |
| HSBC Holdings PLC | 41,223 | $805.5K | 0.00% | +11,228+37.4% | Added |
| Bank of New York Mellon Corp | 40,801 | $791.5K | 0.00% | −7,272−15.1% | Reduced |
| Ritholtz Wealth Management | 39,037 | $757.3K | 0.02% | +18,367+88.9% | Added |
| Goldman Sachs Group Inc | 38,310 | $743.2K | 0.00% | +12,750+49.9% | Added |
| Janney Montgomery Scott LLC | 31,748 | $616.0K | 0.00% | −471−1.5% | Reduced |
| rhino investment partners, Inc | 30,061 | $583.2K | 0.13% | +30,061 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,481 | $571.9K | 0.00% | +29,481 | New |
| Two Sigma Investments, LP | 27,225 | $528.2K | 0.00% | +27,225 | New |
| Charles Schwab Investment Management Inc | 26,778 | $519.5K | 0.00% | +1,706+6.8% | Added |
| Barclays PLC | 26,122 | $506.8K | 0.00% | +5,224+25.0% | Added |
| STRS Ohio | 21,800 | $422.9K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 17,959 | $348.4K | 0.00% | +17,959 | New |
| JPMorgan Chase & Co | 16,417 | $318.5K | 0.00% | +5,190+46.2% | Added |
| Ameriprise Financial Inc | 16,155 | $313.4K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 15,017 | $291.6K | 0.00% | +2,737+22.3% | Added |
| Savant Capital, LLC | 14,609 | $283.4K | 0.00% | +1,272+9.5% | Added |
| BNP Paribas Arbitrage, SA | 14,320 | $277.8K | 0.00% | +12,815+851.5% | Added |
| Squarepoint Ops LLC | 14,186 | $275.2K | 0.00% | +14,186 | New |
| Cornercap Investment Counsel Inc | 14,031 | $272.2K | 0.08% | +14,031 | New |
| Bank of America Corp | 12,155 | $235.8K | 0.00% | +6,090+100.4% | Added |
| Stratos Wealth Partners, LTD. | 12,095 | $234.6K | 0.00% | +30+0.2% | Added |
| Deutsche Bank AG | 11,169 | $216.7K | 0.00% | +1,161+11.6% | Added |
| Advisory Services Network, LLC | 12,600 | $194.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,000 | $194.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,767 | $190.0K | 0.00% | +397+4.2% | Added |
| Rhumbline Advisers | 9,509 | $184.5K | 0.00% | −1,113−10.5% | Reduced |
| UBS Group AG | 7,460 | $144.7K | 0.00% | +2,316+45.0% | Added |
| Citigroup Inc | 6,733 | $130.6K | 0.00% | +4,657+224.3% | Added |
| Wells Fargo & Company | 5,621 | $109.0K | 0.00% | +182+3.3% | Added |
| MetLife Investment Management | 5,429 | $105.3K | 0.00% | +3,059+129.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,074 | $98.4K | 0.00% | +5,074 | New |
| Corebridge Financial, Inc. | 4,944 | $95.9K | 0.00% | −31−0.6% | Reduced |
| LSV Asset Management | 3,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,361 | $65.2K | 0.00% | +6+0.2% | Added |
| CWM, LLC | 3,082 | $60.0K | 0.00% | +312+11.3% | Added |
| Copeland Capital Management, LLC | 2,938 | $57.0K | 0.00% | +2,938 | New |
| The PNC Financial Services Group, Inc. | 1,875 | $36.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,831 | $35.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,578 | $30.6K | 0.00% | +1,578 | New |
| Advisor Group Holdings, Inc. | 1,109 | $21.5K | 0.00% | +1,109 | New |
| New York State Common Retirement Fund | 1,100 | $21.3K | 0.00% | −5,400−83.1% | Reduced |
| Ameritas Investment Partners, Inc. | 906 | $17.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 795 | $15.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 670 | $13.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 320 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 303 | $5.88K | 0.00% | +303 | New |
| Federated Hermes, Inc. | 225 | $4.37K | 0.00% | +225 | New |
| FMR LLC | 195 | $3.78K | 0.00% | +195 | New |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $1.00K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 29 | $563 | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 24 | $504 | 0.00% | +24 | New |
| Capital Performance Advisors LLP | 18 | $349 | 0.00% | +18 | New |
| GAMMA Investing LLC | 12 | $233 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 6 | $125 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −583,146−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −108,926−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −24,893−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,451−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,942−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Greenwich Investment Management, Inc. | – | – | – | – | Not filed |