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