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