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