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, Q3 2025
Institutional positions in Investar Holding Corp as of Sep 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
- 95
- +4 vs. Q2 2025
- Shares held
- 6.31M
- +288.7K (+4.8%) vs. Q2 2025
- Total value
- $146.3M
- +$29.9M (+25.6%) vs. Q2 2025
- New holders
- 12
- 38 more added
- Sold out
- 8
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 981,638 | $22.8M | 0.00% | +90,220+10.1% | Added |
| Vanguard Group Inc | 523,749 | $12.2M | 0.00% | −489−0.1% | Reduced |
| Alliancebernstein L.P. | 431,281 | $10.0M | 0.00% | +17,015+4.1% | Added |
| Dimensional Fund Advisors LP | 391,727 | $9.09M | 0.00% | +8,856+2.3% | Added |
| Banc Funds Co LLC | 371,102 | $8.61M | 1.51% | −109,804−22.8% | Reduced |
| Royce & Associates LP | 316,212 | $7.34M | 0.07% | −3,000−0.9% | Reduced |
| Wellington Management Group LLP | 292,098 | $6.78M | 0.00% | +85,498+41.4% | Added |
| Fourthstone LLC | 279,847 | $6.50M | 1.16% | +249,614+825.6% | Added |
| Maltese Capital Management LLC | 248,853 | $5.78M | 0.87% | −9,300−3.6% | Reduced |
| Geode Capital Management, LLC | 231,941 | $5.38M | 0.00% | +1,381+0.6% | Added |
| Acadian Asset Management LLC | 165,218 | $3.83M | 0.01% | +54,616+49.4% | Added |
| Kennedy Capital Management, Inc. | 135,643 | $3.15M | 0.07% | +52,744+63.6% | Added |
| State Street Corp | 128,887 | $3.01M | 0.00% | +1,968+1.6% | Added |
| Bridgeway Capital Management, LLC | 125,796 | $2.92M | 0.06% | −13,360−9.6% | Reduced |
| Petiole USA ltd | 118,469 | $2.75M | 1.90% | −27,600−18.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 111,410 | $2.59M | 0.00% | +53,090+91.0% | Added |
| Hillsdale Investment Management Inc. | 111,300 | $2.58M | 0.08% | −1,000−0.9% | Reduced |
| Northern Trust Corp | 91,967 | $2.13M | 0.00% | −3,766−3.9% | Reduced |
| American Century Companies Inc | 87,318 | $2.03M | 0.00% | +28,914+49.5% | Added |
| Renaissance Technologies LLC | 67,975 | $1.58M | 0.00% | −3,700−5.2% | Reduced |
| HSBC Holdings PLC | 67,051 | $1.54M | 0.00% | +3,081+4.8% | Added |
| Marshall Wace, LLP | 62,722 | $1.46M | 0.00% | +4,501+7.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 62,311 | $1.45M | 0.00% | +7,528+13.7% | Added |
| Empowered Funds, LLC | 54,131 | $1.26M | 0.01% | −4,660−7.9% | Reduced |
| Morgan Stanley | 53,768 | $1.25M | 0.00% | −40,999−43.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 46,199 | $1.07M | 0.01% | +3,005+7.0% | Added |
| Two Sigma Investments, LP | 43,168 | $1.00M | 0.00% | +7,220+20.1% | Added |
| Goldman Sachs Group Inc | 42,089 | $976.9K | 0.00% | +16,008+61.4% | Added |
| Bank of New York Mellon Corp | 40,196 | $933.0K | 0.00% | +1,780+4.6% | Added |
| Green Square Capital Advisors LLC | 45,991 | $888.5K | 0.11% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 38,037 | $887.3K | 0.40% | +38,037 | New |
| Martingale Asset Management L P | 37,008 | $859.0K | 0.02% | +37,008 | New |
| Qube Research & Technologies Ltd | 35,518 | $824.4K | 0.00% | +5,740+19.3% | Added |
| Barclays PLC | 34,623 | $803.6K | 0.00% | −3,602−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 25,950 | $602.3K | 0.00% | −1,526−5.6% | Reduced |
| STRS Ohio | 24,200 | $561.7K | 0.00% | −1,800−6.9% | Reduced |
| Los Angeles Capital Management LLC | 22,860 | $530.6K | 0.00% | −1,995−8.0% | Reduced |
| Two Sigma Advisers, LP | 22,500 | $522.2K | 0.00% | −4,000−15.1% | Reduced |
| Bank of America Corp | 21,632 | $502.1K | 0.00% | +6,091+39.2% | Added |
| Jane Street Group, LLC | 21,572 | $500.7K | 0.00% | +21,572 | New |
| UBS Group AG | 21,158 | $491.1K | 0.00% | +16,302+335.7% | Added |
| Ritholtz Wealth Management | 18,569 | $431.0K | 0.01% | +5,003+36.9% | Added |
| Prudential Financial Inc | 18,475 | $428.8K | 0.00% | +515+2.9% | Added |
| AQR Capital Management LLC | 17,077 | $396.4K | 0.00% | +17,077 | New |
| Janney Montgomery Scott LLC | 15,518 | $360.0K | 0.00% | −8,136−34.4% | Reduced |
| Nuveen, LLC | 15,017 | $348.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,281 | $331.5K | 0.00% | −13,747−49.0% | Reduced |
| Quadrature Capital Ltd | 13,838 | $321.6K | 0.00% | +13,838 | New |
| Citadel Advisors LLC | 13,640 | $316.6K | 0.00% | −3,582−20.8% | Reduced |
| Savant Capital, LLC | 13,243 | $307.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,600 | $292.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 12,200 | $283.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,065 | $280.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,117 | $258.0K | 0.00% | +5,379+93.7% | Added |
| Wells Fargo & Company | 10,557 | $245.0K | 0.00% | +1,196+12.8% | Added |
| HighTower Advisors, LLC | 10,000 | $232.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,928 | $230.4K | 0.00% | −523−5.0% | Reduced |
| Invesco Ltd. | 9,687 | $224.8K | 0.00% | +9,687 | New |
| State of Wisconsin Investment Board | 9,200 | $213.5K | 0.00% | +9,200 | New |
| MetLife Investment Management | 5,429 | $126.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,167 | $96.7K | 0.00% | −843−16.8% | Reduced |
| Copeland Capital Management, LLC | 3,459 | $80.3K | 0.00% | −33−0.9% | Reduced |
| GWM Advisors LLC | 3,386 | $78.6K | 0.00% | +6+0.2% | Added |
| BNP Paribas Arbitrage, SA | 3,341 | $77.5K | 0.00% | +666+24.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,238 | $75.2K | 0.00% | +1,546+91.4% | Added |
| CWM, LLC | 3,058 | $71.0K | 0.00% | +499+19.5% | Added |
| New York State Common Retirement Fund | 2,200 | $51.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $43.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,591 | $36.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 922 | $22.0K | 0.00% | −9,052−90.8% | Reduced |
| Ameritas Investment Partners, Inc. | 906 | $21.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 897 | $20.8K | 0.00% | +727+427.6% | Added |
| Legal & General Group Plc | 795 | $18.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 671 | $15.6K | 0.00% | +1+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 653 | $15.2K | 0.00% | +653 | New |
| Sterling Capital Management LLC | 632 | $14.7K | 0.00% | +371+142.1% | Added |
| Federated Hermes, Inc. | 568 | $13.2K | 0.00% | +376+195.8% | Added |
| Tower Research Capital LLC (TRC) | 531 | $12.3K | 0.00% | −2,368−81.7% | Reduced |
| FMR LLC | 362 | $8.40K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 253 | $5.87K | 0.00% | +253 | New |
| Optiver Holding B.V. | 178 | $4.13K | 0.00% | +178 | New |
| Capital Advisors, Ltd. LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 125 | $2.90K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 106 | $2.46K | 0.00% | −2,968−96.6% | Reduced |
| Essential Partners LLC | 80 | $1.86K | 0.00% | +74+1,233.3% | Added |
| GAMMA Investing LLC | 65 | $1.51K | 0.00% | +43+195.5% | Added |
| Covestor Ltd | 28 | $1.00K | 0.00% | −31−52.5% | Reduced |
| Allworth Financial LP | 33 | $766 | 0.00% | +16+94.1% | Added |
| IFP Advisors, Inc | 13 | $302 | 0.00% | +12+1,200.0% | Added |
| EverSource Wealth Advisors, LLC | 8 | $186 | 0.00% | +1+14.3% | Added |
| Parallel Advisors, LLC | 6 | $150 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $70 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 2 | $47 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −164,010−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −82,084−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,889−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −15,965−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −13,639−100.0% | Sold out |