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