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, Q4 2024
Institutional positions in Investar Holding Corp as of Dec 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
- 87
- +5 vs. Q3 2024
- Shares held
- 6.27M
- +173.0K (+2.8%) vs. Q3 2024
- Total value
- $137.8M
- +$19.4M (+16.3%) vs. Q3 2024
- New holders
- 7
- 33 more added
- Sold out
- 2
- 28 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 843,530 | $18.5M | 0.00% | −36,123−4.1% | Reduced |
| Vanguard Group Inc | 525,974 | $11.6M | 0.00% | +1,602+0.3% | Added |
| Banc Funds Co LLC | 522,117 | $11.5M | 1.26% | −61,808−10.6% | Reduced |
| Alliancebernstein L.P. | 345,814 | $7.59M | 0.00% | −1,127−0.3% | Reduced |
| Dimensional Fund Advisors LP | 341,384 | $7.50M | 0.00% | +23,895+7.5% | Added |
| Maltese Capital Management LLC | 254,000 | $5.58M | 0.85% | −5,600−2.2% | Reduced |
| Wellington Management Group LLP | 228,877 | $5.03M | 0.00% | +67,695+42.0% | Added |
| Royce & Associates LP | 223,172 | $4.90M | 0.05% | −35,438−13.7% | Reduced |
| Geode Capital Management, LLC | 220,769 | $4.85M | 0.00% | −1,285−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 195,125 | $4.28M | 0.10% | −6,759−3.3% | Reduced |
| Russell Investments Group, Ltd. | 191,093 | $4.20M | 0.01% | +68,027+55.3% | Added |
| Petiole USA ltd | 146,069 | $3.21M | 2.02% | −25,974−15.1% | Reduced |
| Bridgeway Capital Management, LLC | 145,888 | $3.20M | 0.07% | +2,099+1.5% | Added |
| rhino investment partners, Inc | 145,448 | $3.19M | 0.71% | +115,387+383.8% | Added |
| Franklin Resources Inc | 132,342 | $2.91M | 0.00% | −57,640−30.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 126,077 | $2.77M | 0.00% | +2,301+1.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 118,850 | $2.61M | 0.01% | −17,000−12.5% | Reduced |
| State Street Corp | 109,267 | $2.41M | 0.00% | +727+0.7% | Added |
| Northern Trust Corp | 101,031 | $2.22M | 0.00% | +3,477+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 98,293 | $2.16M | 0.02% | +27,254+38.4% | Added |
| Hillsdale Investment Management Inc. | 92,200 | $2.02M | 0.10% | +3,200+3.6% | Added |
| Morgan Stanley | 89,682 | $1.97M | 0.00% | −10,160−10.2% | Reduced |
| Acadian Asset Management LLC | 82,112 | $1.80M | 0.01% | −4,464−5.2% | Reduced |
| Kestra Advisory Services, LLC | 78,053 | $1.72M | 0.01% | +78,053 | New |
| Renaissance Technologies LLC | 59,875 | $1.31M | 0.00% | −6,800−10.2% | Reduced |
| Ritholtz Wealth Management | 59,233 | $1.30M | 0.04% | +20,196+51.7% | Added |
| American Century Companies Inc | 56,063 | $1.23M | 0.00% | +2,343+4.4% | Added |
| Empowered Funds, LLC | 54,123 | $1.19M | 0.02% | +2,599+5.0% | Added |
| Green Square Capital Advisors LLC | 51,717 | $1.14M | 0.16% | +232+0.5% | Added |
| Goldman Sachs Group Inc | 50,263 | $1.10M | 0.00% | +11,953+31.2% | Added |
| Boston Partners | 43,284 | $950.5K | 0.00% | −24,793−36.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 41,926 | $920.7K | 0.00% | +12,445+42.2% | Added |
| Bank of New York Mellon Corp | 37,051 | $813.6K | 0.00% | −3,750−9.2% | Reduced |
| HSBC Holdings PLC | 31,516 | $694.6K | 0.00% | −9,707−23.5% | Reduced |
| Janney Montgomery Scott LLC | 30,715 | $675.0K | 0.00% | −1,033−3.3% | Reduced |
| Millennium Management LLC | 29,625 | $650.6K | 0.00% | +29,625 | New |
| Charles Schwab Investment Management Inc | 25,778 | $566.1K | 0.00% | −1,000−3.7% | Reduced |
| JPMorgan Chase & Co | 23,830 | $523.3K | 0.00% | +7,413+45.2% | Added |
| Trexquant Investment LP | 23,268 | $511.0K | 0.01% | +5,309+29.6% | Added |
| Two Sigma Investments, LP | 23,031 | $505.8K | 0.00% | −4,194−15.4% | Reduced |
| Barclays PLC | 22,997 | $505.0K | 0.00% | −3,125−12.0% | Reduced |
| STRS Ohio | 21,800 | $478.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,720 | $411.1K | 0.00% | +4,534+32.0% | Added |
| Ameriprise Financial Inc | 17,455 | $383.3K | 0.00% | +1,300+8.0% | Added |
| BNP Paribas Arbitrage, SA | 16,137 | $354.4K | 0.00% | +1,817+12.7% | Added |
| Nuveen Asset Management, LLC | 15,017 | $329.8K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,031 | $308.1K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $276.7K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,409 | $272.5K | 0.00% | −2,200−15.1% | Reduced |
| Stratos Wealth Partners, LTD. | 12,095 | $265.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,483 | $231.0K | 0.00% | +716+7.3% | Added |
| HighTower Advisors, LLC | 10,000 | $219.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,709 | $213.2K | 0.00% | +200+2.1% | Added |
| Prudential Financial Inc | 9,620 | $211.3K | 0.00% | +9,620 | New |
| Bank of America Corp | 9,571 | $210.2K | 0.00% | −2,584−21.3% | Reduced |
| Wells Fargo & Company | 8,309 | $182.5K | 0.00% | +2,688+47.8% | Added |
| Citigroup Inc | 7,123 | $156.4K | 0.00% | +390+5.8% | Added |
| UBS Group AG | 7,062 | $155.1K | 0.00% | −398−5.3% | Reduced |
| MetLife Investment Management | 5,429 | $119.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,302 | $116.4K | 0.00% | +228+4.5% | Added |
| Corebridge Financial, Inc. | 4,597 | $101.0K | 0.00% | −347−7.0% | Reduced |
| LSV Asset Management | 3,400 | $75.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,367 | $73.9K | 0.00% | +6+0.2% | Added |
| CWM, LLC | 3,163 | $69.0K | 0.00% | +81+2.6% | Added |
| Copeland Capital Management, LLC | 2,375 | $52.2K | 0.00% | −563−19.2% | Reduced |
| New York State Common Retirement Fund | 2,200 | $48.3K | 0.00% | +1,100+100.0% | Added |
| The PNC Financial Services Group, Inc. | 1,875 | $41.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,831 | $40.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,114 | $24.5K | 0.00% | +5+0.5% | Added |
| Ameritas Investment Partners, Inc. | 906 | $19.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 795 | $17.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 721 | $15.8K | 0.00% | −857−54.3% | Reduced |
| California State Teachers Retirement System | 670 | $14.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 303 | $6.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 296 | $6.50K | 0.00% | +267+920.7% | Added |
| Federated Hermes, Inc. | 225 | $4.94K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 194 | $4.26K | 0.00% | −1−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 160 | $3.51K | 0.00% | +160 | New |
| GAMMA Investing LLC | 54 | $1.19K | 0.00% | +42+350.0% | Added |
| Covestor Ltd | 38 | $1.00K | 0.00% | −27−41.5% | Reduced |
| Cornerstone Planning Group LLC | 24 | $462 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $142 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $44 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $22 | 0.00% | +1 | New |
| Deutsche Bank AG | 0 | $0 | 0.00% | −11,169−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −18−100.0% | Sold out |