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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $125 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $233 | 0.00% | +12 | New |
| Capital Performance Advisors LLP | 18 | $349 | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 24 | $504 | 0.00% | +24 | New |
| Sterling Capital Management LLC | 29 | $563 | 0.00% | +29 | New |
| Covestor Ltd | 65 | $1.00K | 0.00% | +65 | New |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 195 | $3.78K | 0.00% | +195 | New |
| Federated Hermes, Inc. | 225 | $4.37K | 0.00% | +225 | New |
| Bryn Mawr Trust Co | 303 | $5.88K | 0.00% | +303 | New |
| Amalgamated Bank | 320 | $6.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 670 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 795 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 906 | $17.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,100 | $21.3K | 0.00% | −5,400−83.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,109 | $21.5K | 0.00% | +1,109 | New |
| Tower Research Capital LLC (TRC) | 1,578 | $30.6K | 0.00% | +1,578 | New |
| Public Employees Retirement System of Ohio | 1,831 | $35.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $36.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,938 | $57.0K | 0.00% | +2,938 | New |
| CWM, LLC | 3,082 | $60.0K | 0.00% | +312+11.3% | Added |
| GWM Advisors LLC | 3,361 | $65.2K | 0.00% | +6+0.2% | Added |
| LSV Asset Management | 3,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,944 | $95.9K | 0.00% | −31−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,074 | $98.4K | 0.00% | +5,074 | New |
| MetLife Investment Management | 5,429 | $105.3K | 0.00% | +3,059+129.1% | Added |
| Wells Fargo & Company | 5,621 | $109.0K | 0.00% | +182+3.3% | Added |
| Citigroup Inc | 6,733 | $130.6K | 0.00% | +4,657+224.3% | Added |
| UBS Group AG | 7,460 | $144.7K | 0.00% | +2,316+45.0% | Added |
| Rhumbline Advisers | 9,509 | $184.5K | 0.00% | −1,113−10.5% | Reduced |
| Royal Bank of Canada | 9,767 | $190.0K | 0.00% | +397+4.2% | Added |
| HighTower Advisors, LLC | 10,000 | $194.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $194.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,169 | $216.7K | 0.00% | +1,161+11.6% | Added |
| Stratos Wealth Partners, LTD. | 12,095 | $234.6K | 0.00% | +30+0.2% | Added |
| Bank of America Corp | 12,155 | $235.8K | 0.00% | +6,090+100.4% | Added |
| Cornercap Investment Counsel Inc | 14,031 | $272.2K | 0.08% | +14,031 | New |
| Squarepoint Ops LLC | 14,186 | $275.2K | 0.00% | +14,186 | New |
| BNP Paribas Arbitrage, SA | 14,320 | $277.8K | 0.00% | +12,815+851.5% | Added |
| Savant Capital, LLC | 14,609 | $283.4K | 0.00% | +1,272+9.5% | Added |
| Nuveen Asset Management, LLC | 15,017 | $291.6K | 0.00% | +2,737+22.3% | Added |
| Ameriprise Financial Inc | 16,155 | $313.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 16,417 | $318.5K | 0.00% | +5,190+46.2% | Added |
| Trexquant Investment LP | 17,959 | $348.4K | 0.00% | +17,959 | New |
| STRS Ohio | 21,800 | $422.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 26,122 | $506.8K | 0.00% | +5,224+25.0% | Added |
| Charles Schwab Investment Management Inc | 26,778 | $519.5K | 0.00% | +1,706+6.8% | Added |
| Two Sigma Investments, LP | 27,225 | $528.2K | 0.00% | +27,225 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,481 | $571.9K | 0.00% | +29,481 | New |
| rhino investment partners, Inc | 30,061 | $583.2K | 0.13% | +30,061 | New |
| Janney Montgomery Scott LLC | 31,748 | $616.0K | 0.00% | −471−1.5% | Reduced |
| Goldman Sachs Group Inc | 38,310 | $743.2K | 0.00% | +12,750+49.9% | Added |
| Ritholtz Wealth Management | 39,037 | $757.3K | 0.02% | +18,367+88.9% | Added |
| Bank of New York Mellon Corp | 40,801 | $791.5K | 0.00% | −7,272−15.1% | Reduced |
| HSBC Holdings PLC | 41,223 | $805.5K | 0.00% | +11,228+37.4% | Added |
| Empowered Funds, LLC | 51,524 | $999.6K | 0.02% | +2,546+5.2% | Added |
| Green Square Capital Advisors LLC | 51,485 | $1.00M | 0.14% | +248+0.5% | Added |
| American Century Companies Inc | 53,720 | $1.04M | 0.00% | +41,899+354.4% | Added |
| Renaissance Technologies LLC | 66,675 | $1.29M | 0.00% | +36,600+121.7% | Added |
| Boston Partners | 68,077 | $1.32M | 0.00% | +13,369+24.4% | Added |
| O'Shaughnessy Asset Management, LLC | 71,039 | $1.41M | 0.01% | +30,768+76.4% | Added |
| Acadian Asset Management LLC | 86,576 | $1.68M | 0.01% | +65,120+303.5% | Added |
| Hillsdale Investment Management Inc. | 89,000 | $1.73M | 0.13% | +77,700+687.6% | Added |
| Northern Trust Corp | 97,554 | $1.89M | 0.00% | +50,859+108.9% | Added |
| Morgan Stanley | 99,842 | $1.94M | 0.00% | +32,194+47.6% | Added |
| State Street Corp | 108,540 | $2.12M | 0.00% | +5,774+5.6% | Added |
| Russell Investments Group, Ltd. | 123,066 | $2.39M | 0.00% | +21,156+20.8% | Added |
| Arrowstreet Capital, Limited Partnership | 123,776 | $2.40M | 0.00% | +63,243+104.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 135,850 | $2.64M | 0.01% | −59,600−30.5% | Reduced |
| Bridgeway Capital Management, LLC | 143,789 | $2.79M | 0.06% | +2,546+1.8% | Added |
| Wellington Management Group LLP | 161,182 | $3.13M | 0.00% | +53,434+49.6% | Added |
| Petiole USA ltd | 172,043 | $3.34M | 2.18% | 00.0% | Unchanged |
| Franklin Resources Inc | 189,982 | $3.77M | 0.00% | −11,933−5.9% | Reduced |
| Kennedy Capital Management, Inc. | 201,884 | $3.92M | 0.09% | +30,927+18.1% | Added |
| Geode Capital Management, LLC | 222,054 | $4.31M | 0.00% | +530+0.2% | Added |
| Royce & Associates LP | 258,610 | $5.02M | 0.05% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 259,600 | $5.04M | 0.81% | −5,000−1.9% | Reduced |
| Dimensional Fund Advisors LP | 317,489 | $6.16M | 0.00% | +66,254+26.4% | Added |
| Alliancebernstein L.P. | 346,941 | $6.73M | 0.00% | −14,690−4.1% | Reduced |
| Vanguard Group Inc | 524,372 | $10.2M | 0.00% | +6,691+1.3% | Added |
| Banc Funds Co LLC | 583,925 | $11.3M | 1.23% | −25,692−4.2% | Reduced |
| BlackRock, Inc. | 879,653 | $17.1M | 0.00% | +879,653 | New |
| 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 |