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, Q4 2025
Institutional positions in Investar Holding Corp as of Dec 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
- 100
- +5 vs. Q3 2025
- Shares held
- 6.50M
- +184.6K (+2.9%) vs. Q3 2025
- Total value
- $173.6M
- +$27.2M (+18.6%) vs. Q3 2025
- New holders
- 12
- 38 more added
- Sold out
- 7
- 32 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 998,125 | $26.7M | 0.00% | +16,487+1.7% | Added |
| Fourthstone LLC | 695,992 | $18.6M | 3.48% | +416,145+148.7% | Added |
| Vanguard Group Inc | 532,484 | $14.2M | 0.00% | +8,735+1.7% | Added |
| Alliancebernstein L.P. | 454,585 | $12.1M | 0.00% | +23,304+5.4% | Added |
| Dimensional Fund Advisors LP | 410,563 | $11.0M | 0.00% | +18,836+4.8% | Added |
| Banc Funds Co LLC | 306,896 | $8.20M | 1.62% | −64,206−17.3% | Reduced |
| Royce & Associates LP | 295,834 | $7.90M | 0.08% | −20,378−6.4% | Reduced |
| Wellington Management Group LLP | 282,427 | $7.55M | 0.00% | −9,671−3.3% | Reduced |
| Geode Capital Management, LLC | 223,333 | $5.97M | 0.00% | −8,608−3.7% | Reduced |
| Maltese Capital Management LLC | 172,138 | $4.60M | 0.82% | −76,715−30.8% | Reduced |
| Acadian Asset Management LLC | 167,925 | $4.48M | 0.01% | +2,707+1.6% | Added |
| Kennedy Capital Management, Inc. | 137,225 | $3.67M | 0.08% | +1,582+1.2% | Added |
| State Street Corp | 134,942 | $3.62M | 0.00% | +6,055+4.7% | Added |
| Bridgeway Capital Management, LLC | 130,620 | $3.49M | 0.07% | +4,824+3.8% | Added |
| American Century Companies Inc | 122,011 | $3.26M | 0.00% | +34,693+39.7% | Added |
| Arrowstreet Capital, Limited Partnership | 108,824 | $2.91M | 0.00% | −2,586−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 96,937 | $2.59M | 0.07% | −14,363−12.9% | Reduced |
| Northern Trust Corp | 87,746 | $2.34M | 0.00% | −4,221−4.6% | Reduced |
| HSBC Holdings PLC | 65,301 | $1.75M | 0.00% | −1,750−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 61,681 | $1.65M | 0.00% | −630−1.0% | Reduced |
| Morgan Stanley | 59,713 | $1.60M | 0.00% | +5,945+11.1% | Added |
| Empowered Funds, LLC | 58,955 | $1.58M | 0.03% | +4,824+8.9% | Added |
| Marshall Wace, LLP | 52,504 | $1.40M | 0.00% | −10,218−16.3% | Reduced |
| Renaissance Technologies LLC | 49,175 | $1.31M | 0.00% | −18,800−27.7% | Reduced |
| Green Square Capital Advisors LLC | 46,434 | $1.24M | 0.13% | +443+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 44,332 | $1.18M | 0.01% | −1,867−4.0% | Reduced |
| Martingale Asset Management L P | 41,114 | $1.10M | 0.03% | +4,106+11.1% | Added |
| Goldman Sachs Group Inc | 39,291 | $1.05M | 0.00% | −2,798−6.6% | Reduced |
| Mendon Capital Advisors Corp | 38,037 | $1.02M | 0.40% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 36,149 | $965.9K | 0.00% | −4,047−10.1% | Reduced |
| Barclays PLC | 34,902 | $932.6K | 0.00% | +279+0.8% | Added |
| SEI Investments Co | 34,009 | $908.7K | 0.00% | +34,009 | New |
| Two Sigma Investments, LP | 31,365 | $838.1K | 0.00% | −11,803−27.3% | Reduced |
| Charles Schwab Investment Management Inc | 25,950 | $693.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 25,344 | $677.2K | 0.00% | +3,712+17.2% | Added |
| AQR Capital Management LLC | 25,332 | $676.9K | 0.00% | +8,255+48.3% | Added |
| Qube Research & Technologies Ltd | 23,883 | $638.2K | 0.00% | −11,635−32.8% | Reduced |
| Ritholtz Wealth Management | 21,251 | $567.8K | 0.01% | +2,682+14.4% | Added |
| Los Angeles Capital Management LLC | 22,860 | $551.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,500 | $547.8K | 0.00% | −3,700−15.3% | Reduced |
| State of Wisconsin Investment Board | 18,600 | $497.0K | 0.00% | +9,400+102.2% | Added |
| Prudential Financial Inc | 18,010 | $481.2K | 0.00% | −465−2.5% | Reduced |
| Wells Fargo & Company | 17,779 | $475.0K | 0.00% | +7,222+68.4% | Added |
| Two Sigma Advisers, LP | 16,300 | $435.5K | 0.00% | −6,200−27.6% | Reduced |
| Nuveen, LLC | 15,017 | $401.3K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,243 | $353.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,954 | $346.1K | 0.00% | +12,954 | New |
| Advisory Services Network, LLC | 12,600 | $336.7K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 12,200 | $326.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 12,121 | $323.9K | 0.03% | +12,121 | New |
| Integrated Quantitative Investments LLC | 12,121 | $323.9K | 0.07% | +12,121 | New |
| Stratos Wealth Partners, LTD. | 12,065 | $322.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 12,063 | $322.3K | 0.00% | +2,376+24.5% | Added |
| HighTower Advisors, LLC | 10,001 | $267.2K | 0.00% | +10.0% | Added |
| James Investment Research Inc | 8,819 | $235.6K | 0.03% | +8,819 | New |
| JPMorgan Chase & Co | 8,350 | $223.1K | 0.00% | −2,767−24.9% | Reduced |
| Jane Street Group, LLC | 8,317 | $222.2K | 0.00% | −13,255−61.4% | Reduced |
| ELCO Management Co., LLC | 8,037 | $214.7K | 0.14% | +8,037 | New |
| Rhumbline Advisers | 7,375 | $197.1K | 0.00% | −2,553−25.7% | Reduced |
| MetLife Investment Management | 5,429 | $145.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,257 | $113.7K | 0.00% | +90+2.2% | Added |
| UBS Group AG | 4,144 | $110.7K | 0.00% | −17,014−80.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,723 | $99.5K | 0.00% | +382+11.4% | Added |
| CWM, LLC | 3,442 | $92.0K | 0.00% | +384+12.6% | Added |
| GWM Advisors LLC | 3,391 | $90.6K | 0.00% | +5+0.1% | Added |
| Public Employees Retirement System of Ohio | 2,691 | $71.9K | 0.00% | +1,100+69.1% | Added |
| Copeland Capital Management, LLC | 2,315 | $61.9K | 0.00% | −1,144−33.1% | Reduced |
| New York State Common Retirement Fund | 2,200 | $58.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,886 | $50.4K | 0.00% | +11+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,769 | $47.3K | 0.00% | −1,469−45.4% | Reduced |
| Russell Investments Group, Ltd. | 1,063 | $28.4K | 0.00% | +166+18.5% | Added |
| Ameritas Investment Partners, Inc. | 906 | $24.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 863 | $23.1K | 0.00% | +210+32.2% | Added |
| State of Alaska, Department of Revenue | 851 | $22.0K | 0.00% | +851 | New |
| Legal & General Group Plc | 795 | $21.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 669 | $17.9K | 0.00% | +307+84.8% | Added |
| Federated Hermes, Inc. | 568 | $15.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 564 | $15.1K | 0.00% | −107−15.9% | Reduced |
| Sterling Capital Management LLC | 528 | $14.1K | 0.00% | −104−16.5% | Reduced |
| Tower Research Capital LLC (TRC) | 411 | $11.0K | 0.00% | −120−22.6% | Reduced |
| Amalgamated Bank | 288 | $8.00K | 0.00% | −32−10.0% | Reduced |
| Royal Bank of Canada | 272 | $7.00K | 0.00% | −650−70.5% | Reduced |
| Citigroup Inc | 213 | $5.69K | 0.00% | +107+100.9% | Added |
| Capital Advisors, Ltd. LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 178 | $4.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 144 | $3.85K | 0.00% | +79+121.5% | Added |
| 1 North Wealth Services LLC | 125 | $3.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $2.91K | 0.00% | +29+36.3% | Added |
| IFP Advisors, Inc | 52 | $1.39K | 0.00% | +39+300.0% | Added |
| UBS Asset Management Americas Inc | 41 | $1.10K | 0.00% | +41 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | −7−25.0% | Reduced |
| Allworth Financial LP | 34 | $909 | 0.00% | +1+3.0% | Added |
| Farther Finance Advisors, LLC | 25 | $668 | 0.00% | +25 | New |
| Rothschild Investment LLC | 11 | $294 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 10 | $267 | 0.00% | +2+25.0% | Added |
| Parallel Advisors, LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5 | $134 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $107 | 0.00% | +1+33.3% | Added |
| SBI Securities Co., Ltd. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $27 | 0.00% | +1 | New |