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, Q2 2025
Institutional positions in Investar Holding Corp as of Jun 30, 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
- 91
- +5 vs. Q1 2025
- Shares held
- 6.02M
- +34.4K (+0.6%) vs. Q1 2025
- Total value
- $116.5M
- +$11.0M (+10.4%) vs. Q1 2025
- New holders
- 7
- 35 more added
- Sold out
- 2
- 28 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 891,418 | $17.2M | 0.00% | +2,497+0.3% | Added |
| Vanguard Group Inc | 524,238 | $10.1M | 0.00% | −2370.0% | Reduced |
| Banc Funds Co LLC | 480,906 | $9.29M | 1.40% | −30,000−5.9% | Reduced |
| Alliancebernstein L.P. | 414,266 | $8.00M | 0.00% | +32,189+8.4% | Added |
| Dimensional Fund Advisors LP | 382,871 | $7.40M | 0.00% | +13,580+3.7% | Added |
| Royce & Associates LP | 319,212 | $6.17M | 0.06% | +106,540+50.1% | Added |
| Maltese Capital Management LLC | 258,153 | $4.99M | 0.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 230,560 | $4.45M | 0.00% | +2,639+1.2% | Added |
| Wellington Management Group LLP | 206,600 | $3.99M | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 164,010 | $3.17M | 0.87% | +6,859+4.4% | Added |
| Petiole USA ltd | 146,069 | $2.82M | 2.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 139,156 | $2.69M | 0.06% | +763+0.6% | Added |
| State Street Corp | 126,919 | $2.47M | 0.00% | +15,900+14.3% | Added |
| Hillsdale Investment Management Inc. | 112,300 | $2.17M | 0.08% | +16,000+16.6% | Added |
| Acadian Asset Management LLC | 110,602 | $2.14M | 0.00% | +18,148+19.6% | Added |
| Northern Trust Corp | 95,733 | $1.85M | 0.00% | −3,169−3.2% | Reduced |
| Morgan Stanley | 94,767 | $1.83M | 0.00% | +8,232+9.5% | Added |
| Kennedy Capital Management, Inc. | 82,899 | $1.60M | 0.04% | −8,442−9.2% | Reduced |
| Kestra Advisory Services, LLC | 82,084 | $1.59M | 0.01% | +82,084 | New |
| Renaissance Technologies LLC | 71,675 | $1.38M | 0.00% | +7,500+11.7% | Added |
| HSBC Holdings PLC | 63,970 | $1.28M | 0.00% | +11,660+22.3% | Added |
| Empowered Funds, LLC | 58,791 | $1.14M | 0.01% | +763+1.3% | Added |
| American Century Companies Inc | 58,404 | $1.13M | 0.00% | +3,757+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 58,320 | $1.13M | 0.00% | −64,833−52.6% | Reduced |
| Marshall Wace, LLP | 58,221 | $1.12M | 0.00% | +24,451+72.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 54,783 | $1.06M | 0.00% | +4,526+9.0% | Added |
| Green Square Capital Advisors LLC | 45,991 | $888.5K | 0.11% | +256+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 43,194 | $834.5K | 0.01% | −23,726−35.5% | Reduced |
| Bank of New York Mellon Corp | 38,416 | $742.2K | 0.00% | +109+0.3% | Added |
| Barclays PLC | 38,225 | $738.5K | 0.00% | +10,306+36.9% | Added |
| Two Sigma Investments, LP | 35,948 | $694.5K | 0.00% | −1,256−3.4% | Reduced |
| Fourthstone LLC | 30,233 | $584.1K | 0.11% | +30,233 | New |
| Millennium Management LLC | 29,889 | $577.5K | 0.00% | −1,636−5.2% | Reduced |
| Qube Research & Technologies Ltd | 29,778 | $575.3K | 0.00% | −3,343−10.1% | Reduced |
| Trexquant Investment LP | 28,028 | $541.5K | 0.01% | −2,137−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 27,476 | $530.8K | 0.00% | +1,698+6.6% | Added |
| Two Sigma Advisers, LP | 26,500 | $512.0K | 0.00% | +8,700+48.9% | Added |
| Goldman Sachs Group Inc | 26,081 | $503.9K | 0.00% | −2,351−8.3% | Reduced |
| STRS Ohio | 26,000 | $502.3K | 0.00% | −2,000−7.1% | Reduced |
| Los Angeles Capital Management LLC | 24,855 | $480.2K | 0.00% | +24,855 | New |
| Janney Montgomery Scott LLC | 23,654 | $457.0K | 0.00% | −3,729−13.6% | Reduced |
| Prudential Financial Inc | 17,960 | $347.0K | 0.00% | +5,738+46.9% | Added |
| Citadel Advisors LLC | 17,222 | $332.7K | 0.00% | −12,206−41.5% | Reduced |
| Black Maple Capital Management LP | 15,965 | $308.4K | 0.21% | −32,582−67.1% | Reduced |
| Bank of America Corp | 15,541 | $300.3K | 0.00% | −918−5.6% | Reduced |
| Nuveen, LLC | 15,017 | $290.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $273.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,639 | $263.5K | 0.00% | +13,639 | New |
| Ritholtz Wealth Management | 13,566 | $262.1K | 0.01% | −29,227−68.3% | Reduced |
| Savant Capital, LLC | 13,243 | $255.9K | 0.00% | +834+6.7% | Added |
| LSV Asset Management | 12,200 | $236.0K | 0.00% | +8,800+258.8% | Added |
| Stratos Wealth Partners, LTD. | 12,065 | $233.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,545 | $223.0K | 0.00% | −2,185−15.9% | Reduced |
| Rhumbline Advisers | 10,451 | $201.9K | 0.00% | +1,182+12.8% | Added |
| HighTower Advisors, LLC | 10,000 | $193.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,974 | $192.0K | 0.00% | −1,140−10.3% | Reduced |
| Wells Fargo & Company | 9,361 | $180.9K | 0.00% | +2,435+35.2% | Added |
| JPMorgan Chase & Co | 5,738 | $110.9K | 0.00% | −7,263−55.9% | Reduced |
| MetLife Investment Management | 5,429 | $104.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,010 | $96.8K | 0.00% | −526−9.5% | Reduced |
| UBS Group AG | 4,856 | $93.8K | 0.00% | −1,108−18.6% | Reduced |
| Copeland Capital Management, LLC | 3,492 | $67.5K | 0.00% | +491+16.4% | Added |
| GWM Advisors LLC | 3,380 | $65.3K | 0.00% | +7+0.2% | Added |
| Citigroup Inc | 3,074 | $59.4K | 0.00% | −3,335−52.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,899 | $56.0K | 0.00% | +2,363+440.9% | Added |
| BNP Paribas Arbitrage, SA | 2,675 | $51.7K | 0.00% | −15,876−85.6% | Reduced |
| CWM, LLC | 2,559 | $49.0K | 0.00% | +165+6.9% | Added |
| New York State Common Retirement Fund | 2,200 | $42.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $36.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,692 | $32.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,591 | $30.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,126 | $21.8K | 0.00% | −1,115−49.8% | Reduced |
| Ameritas Investment Partners, Inc. | 906 | $17.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 795 | $15.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 670 | $12.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 362 | $6.99K | 0.00% | +127+54.0% | Added |
| Amalgamated Bank | 320 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 303 | $5.85K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 261 | $5.04K | 0.00% | +101+63.1% | Added |
| Federated Hermes, Inc. | 192 | $3.71K | 0.00% | −31−13.9% | Reduced |
| Russell Investments Group, Ltd. | 170 | $3.28K | 0.00% | −148,655−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 125 | $2.42K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 59 | $1.00K | 0.00% | +18+43.9% | Added |
| GAMMA Investing LLC | 22 | $425 | 0.00% | −79−78.2% | Reduced |
| Allworth Financial LP | 17 | $329 | 0.00% | +17 | New |
| IFP Advisors, Inc | 1 | $174 | 0.00% | +1 | Added |
| EverSource Wealth Advisors, LLC | 7 | $135 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 6 | $125 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $116 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −28,160−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |