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, Q1 2025
Institutional positions in Investar Holding Corp as of Mar 31, 2025. 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
- 86
- 0 vs. Q4 2024
- Shares held
- 5.99M
- −269.0K (−4.3%) vs. Q4 2024
- Total value
- $105.5M
- −$32.0M (−23.3%) vs. Q4 2024
- New holders
- 9
- 30 more added
- Sold out
- 9
- 29 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $35 | 0.00% | 0 | Unchanged |
| Parallel Advisors, LLC | 6 | $113 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $1.00K | 0.00% | +3+7.9% | Added |
| GAMMA Investing LLC | 101 | $1.78K | 0.00% | +47+87.0% | Added |
| 1 North Wealth Services LLC | 125 | $2.20K | 0.00% | +125 | New |
| Sterling Capital Management LLC | 160 | $2.82K | 0.00% | −136−45.9% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 223 | $3.93K | 0.00% | −2−0.9% | Reduced |
| FMR LLC | 235 | $4.14K | 0.00% | +41+21.1% | Added |
| Bryn Mawr Trust Co | 303 | $5.34K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 320 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 536 | $9.44K | 0.00% | −185−25.7% | Reduced |
| California State Teachers Retirement System | 670 | $11.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 795 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 906 | $16.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,591 | $28.0K | 0.00% | −240−13.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,692 | $29.8K | 0.00% | +1,692 | New |
| The PNC Financial Services Group, Inc. | 1,875 | $33.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,200 | $38.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,241 | $39.5K | 0.00% | +1,127+101.2% | Added |
| CWM, LLC | 2,394 | $42.0K | 0.00% | −769−24.3% | Reduced |
| Copeland Capital Management, LLC | 3,001 | $52.8K | 0.00% | +626+26.4% | Added |
| GWM Advisors LLC | 3,373 | $59.4K | 0.00% | +6+0.2% | Added |
| LSV Asset Management | 3,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,530 | $79.8K | 0.00% | −67−1.5% | Reduced |
| MetLife Investment Management | 5,429 | $95.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,536 | $97.5K | 0.00% | +234+4.4% | Added |
| UBS Group AG | 5,964 | $105.0K | 0.00% | −1,098−15.5% | Reduced |
| Citigroup Inc | 6,409 | $112.9K | 0.00% | −714−10.0% | Reduced |
| Wells Fargo & Company | 6,926 | $122.0K | 0.00% | −1,383−16.6% | Reduced |
| Rhumbline Advisers | 9,269 | $163.2K | 0.00% | −440−4.5% | Reduced |
| HighTower Advisors, LLC | 10,000 | $176.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,114 | $195.0K | 0.00% | +631+6.0% | Added |
| Stratos Wealth Partners, LTD. | 12,065 | $212.5K | 0.00% | −30−0.2% | Reduced |
| Prudential Financial Inc | 12,222 | $215.2K | 0.00% | +2,602+27.0% | Added |
| Savant Capital, LLC | 12,409 | $218.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $221.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,001 | $228.9K | 0.00% | −10,829−45.4% | Reduced |
| Susquehanna International Group, LLP | 13,730 | $241.8K | 0.00% | +13,730 | New |
| Nuveen, LLC | 15,017 | $264.4K | 0.00% | +15,017 | New |
| Bank of America Corp | 16,459 | $289.8K | 0.00% | +6,888+72.0% | Added |
| Two Sigma Advisers, LP | 17,800 | $313.5K | 0.00% | +17,800 | New |
| BNP Paribas Arbitrage, SA | 18,551 | $326.7K | 0.00% | +2,414+15.0% | Added |
| Charles Schwab Investment Management Inc | 25,778 | $454.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,383 | $482.0K | 0.00% | −3,332−10.8% | Reduced |
| Barclays PLC | 27,919 | $491.7K | 0.00% | +4,922+21.4% | Added |
| STRS Ohio | 28,000 | $493.1K | 0.00% | +6,200+28.4% | Added |
| Boston Partners | 28,160 | $495.9K | 0.00% | −15,124−34.9% | Reduced |
| Goldman Sachs Group Inc | 28,432 | $500.7K | 0.00% | −21,831−43.4% | Reduced |
| Citadel Advisors LLC | 29,428 | $518.2K | 0.00% | +29,428 | New |
| Trexquant Investment LP | 30,165 | $531.2K | 0.01% | +6,897+29.6% | Added |
| Millennium Management LLC | 31,525 | $555.2K | 0.00% | +1,900+6.4% | Added |
| Qube Research & Technologies Ltd | 33,121 | $583.3K | 0.00% | +33,121 | New |
| Marshall Wace, LLP | 33,770 | $594.7K | 0.00% | +33,770 | New |
| Two Sigma Investments, LP | 37,204 | $655.2K | 0.00% | +14,173+61.5% | Added |
| Bank of New York Mellon Corp | 38,307 | $674.6K | 0.00% | +1,256+3.4% | Added |
| Ritholtz Wealth Management | 42,793 | $753.6K | 0.02% | −16,440−27.8% | Reduced |
| Green Square Capital Advisors LLC | 45,735 | $805.4K | 0.12% | −5,982−11.6% | Reduced |
| Black Maple Capital Management LP | 48,547 | $854.9K | 0.67% | +48,547 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 50,257 | $885.0K | 0.00% | +8,331+19.9% | Added |
| HSBC Holdings PLC | 52,310 | $929.0K | 0.00% | +20,794+66.0% | Added |
| American Century Companies Inc | 54,647 | $962.3K | 0.00% | −1,416−2.5% | Reduced |
| Empowered Funds, LLC | 58,028 | $1.02M | 0.01% | +3,905+7.2% | Added |
| Renaissance Technologies LLC | 64,175 | $1.13M | 0.00% | +4,300+7.2% | Added |
| O'Shaughnessy Asset Management, LLC | 66,920 | $1.18M | 0.01% | −31,373−31.9% | Reduced |
| Morgan Stanley | 86,535 | $1.52M | 0.00% | −3,147−3.5% | Reduced |
| Kennedy Capital Management, Inc. | 91,341 | $1.61M | 0.04% | −103,784−53.2% | Reduced |
| Acadian Asset Management LLC | 92,454 | $1.63M | 0.00% | +10,342+12.6% | Added |
| Hillsdale Investment Management Inc. | 96,300 | $1.70M | 0.09% | +4,100+4.4% | Added |
| Northern Trust Corp | 98,902 | $1.74M | 0.00% | −2,129−2.1% | Reduced |
| State Street Corp | 111,019 | $1.97M | 0.00% | +1,752+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 123,153 | $2.17M | 0.00% | −2,924−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 138,393 | $2.44M | 0.06% | −7,495−5.1% | Reduced |
| Petiole USA ltd | 146,069 | $2.57M | 1.82% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 148,825 | $2.62M | 0.00% | −42,268−22.1% | Reduced |
| rhino investment partners, Inc | 157,151 | $2.77M | 0.68% | +11,703+8.0% | Added |
| Wellington Management Group LLP | 206,600 | $3.64M | 0.00% | −22,277−9.7% | Reduced |
| Royce & Associates LP | 212,672 | $3.75M | 0.04% | −10,500−4.7% | Reduced |
| Geode Capital Management, LLC | 227,921 | $4.01M | 0.00% | +7,152+3.2% | Added |
| Maltese Capital Management LLC | 258,153 | $4.55M | 0.74% | +4,153+1.6% | Added |
| Dimensional Fund Advisors LP | 369,291 | $6.50M | 0.00% | +27,907+8.2% | Added |
| Alliancebernstein L.P. | 382,077 | $6.73M | 0.00% | +36,263+10.5% | Added |
| Banc Funds Co LLC | 510,906 | $9.00M | 1.19% | −11,211−2.1% | Reduced |
| Vanguard Group Inc | 524,475 | $9.24M | 0.00% | −1,499−0.3% | Reduced |
| BlackRock, Inc. | 888,921 | $15.7M | 0.00% | +45,391+5.4% | Added |
| Franklin Resources Inc | 0 | $0 | 0.00% | −132,342−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −118,850−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −78,053−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,720−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −17,455−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −14,031−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |