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, Q1 2026
Institutional positions in Investar Holding Corp as of Mar 31, 2026. 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
- 111
- +12 vs. Q4 2025
- Shares held
- 7.66M
- +1.70M (+28.5%) vs. Q4 2025
- Total value
- $208.7M
- +$49.3M (+31.0%) vs. Q4 2025
- New holders
- 23
- 42 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $110 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $300 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12 | $327 | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 19 | $518 | 0.00% | +9+90.0% | Added |
| Root Financial Partners, LLC | 24 | $654 | 0.00% | +24 | New |
| Farther Finance Advisors, LLC | 25 | $688 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 29 | $791 | 0.00% | +24+480.0% | Added |
| IFP Advisors, Inc | 52 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 78 | $2.14K | 0.00% | +72+1,200.0% | Added |
| SBI Securities Co., Ltd. | 81 | $2.21K | 0.00% | +80+8,000.0% | Added |
| Allworth Financial LP | 94 | $2.56K | 0.00% | +60+176.5% | Added |
| Optiver Holding B.V. | 106 | $2.89K | 0.00% | −72−40.4% | Reduced |
| Essential Partners LLC | 109 | $2.97K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 121 | $3.30K | 0.00% | +121 | New |
| 1 North Wealth Services LLC | 125 | $3.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 175 | $4.77K | 0.00% | +31+21.5% | Added |
| Capital Advisors, Ltd. LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 202 | $5.51K | 0.00% | +161+392.7% | Added |
| Royal Bank of Canada | 214 | $6.00K | 0.00% | −58−21.3% | Reduced |
| Sterling Capital Management LLC | 425 | $11.6K | 0.00% | −103−19.5% | Reduced |
| Federated Hermes, Inc. | 568 | $15.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 653 | $17.8K | 0.00% | −210−24.3% | Reduced |
| FMR LLC | 670 | $18.3K | 0.00% | +1+0.1% | Added |
| California State Teachers Retirement System | 707 | $19.3K | 0.00% | +143+25.4% | Added |
| State of Alaska, Department of Revenue | 851 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 906 | $24.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,019 | $27.8K | 0.00% | −44−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,047 | $28.6K | 0.00% | +636+154.7% | Added |
| Legal & General Group Plc | 1,108 | $30.2K | 0.00% | +313+39.4% | Added |
| Citigroup Inc | 1,596 | $43.5K | 0.00% | +1,383+649.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,769 | $48.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,880 | $51.3K | 0.00% | −6−0.3% | Reduced |
| Copeland Capital Management, LLC | 2,401 | $65.5K | 0.00% | +86+3.7% | Added |
| BNP Paribas Arbitrage, SA | 2,739 | $74.7K | 0.00% | −984−26.4% | Reduced |
| Vanguard Global Advisers, LLC | 3,141 | $85.7K | 0.00% | +3,141 | New |
| GWM Advisors LLC | 3,396 | $92.6K | 0.00% | +5+0.1% | Added |
| CWM, LLC | 3,464 | $94.5K | 0.00% | +22+0.6% | Added |
| New York State Common Retirement Fund | 4,600 | $125.4K | 0.00% | +2,400+109.1% | Added |
| UBS Group AG | 4,612 | $125.8K | 0.00% | +468+11.3% | Added |
| JPMorgan Chase & Co | 5,234 | $140.7K | 0.00% | −3,116−37.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,006 | $163.8K | 0.00% | +1,749+41.1% | Added |
| MetLife Investment Management | 7,155 | $195.1K | 0.00% | +1,726+31.8% | Added |
| Polymer Capital Management (US) LLC | 7,627 | $208.0K | 0.03% | +7,627 | New |
| Mirabella Financial Services LLP | 7,952 | $216.9K | 0.02% | +7,952 | New |
| Mangrove Partners | 7,979 | $217.6K | 0.02% | +7,979 | New |
| ELCO Management Co., LLC | 8,037 | $219.2K | 0.11% | 00.0% | Unchanged |
| James Investment Research Inc | 8,819 | $240.5K | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,078 | $248.0K | 0.00% | +9,078 | New |
| Deutsche Bank AG | 9,230 | $251.7K | 0.00% | +9,230 | New |
| Rhumbline Advisers | 9,524 | $259.7K | 0.00% | +2,149+29.1% | Added |
| Concurrent Investment Advisors, LLC | 10,000 | $272.7K | 0.00% | +10,000 | New |
| Point72 Asset Management, L.P. | 10,882 | $296.8K | 0.00% | +10,882 | New |
| Invesco Ltd. | 11,537 | $314.6K | 0.00% | −526−4.4% | Reduced |
| Geneos Wealth Management Inc. | 11,784 | $321.4K | 0.01% | +11,784 | New |
| Stratos Wealth Partners, LTD. | 12,065 | $329.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,356 | $337.0K | 0.00% | −5,423−30.5% | Reduced |
| Advisory Services Network, LLC | 12,600 | $343.6K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,243 | $361.1K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 15,017 | $409.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,706 | $428.3K | 0.00% | −7,154−31.3% | Reduced |
| State of Wisconsin Investment Board | 17,232 | $469.9K | 0.00% | −1,368−7.4% | Reduced |
| Occudo Quantitative Strategies LP | 18,481 | $512.1K | 0.03% | +18,481 | New |
| Barclays PLC | 20,087 | $547.8K | 0.00% | −14,815−42.4% | Reduced |
| STRS Ohio | 20,500 | $559.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 21,243 | $579.3K | 0.01% | −80.0% | Reduced |
| Millennium Management LLC | 23,537 | $641.9K | 0.00% | +23,537 | New |
| Bank of America Corp | 23,970 | $653.7K | 0.00% | −1,374−5.4% | Reduced |
| Legato Capital Management LLC | 24,000 | $654.5K | 0.06% | +11,879+98.0% | Added |
| Two Sigma Investments, LP | 24,736 | $674.6K | 0.00% | −6,629−21.1% | Reduced |
| AQR Capital Management LLC | 26,817 | $731.3K | 0.00% | +1,485+5.9% | Added |
| True North Advisors, LLC | 27,060 | $737.9K | 0.08% | +27,060 | New |
| Integrated Quantitative Investments LLC | 33,582 | $915.8K | 0.17% | +21,461+177.1% | Added |
| Charles Schwab Investment Management Inc | 36,019 | $982.2K | 0.00% | +10,069+38.8% | Added |
| Mendon Capital Advisors Corp | 38,037 | $1.04M | 0.40% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 38,146 | $1.04M | 0.01% | −6,186−14.0% | Reduced |
| Green Square Capital Advisors LLC | 41,640 | $1.14M | 0.12% | −4,794−10.3% | Reduced |
| Numerai GP LLC | 43,057 | $1.17M | 0.12% | +43,057 | New |
| Citadel Advisors LLC | 49,742 | $1.36M | 0.00% | +49,742 | New |
| HSBC Holdings PLC | 50,416 | $1.37M | 0.00% | −14,885−22.8% | Reduced |
| Martingale Asset Management L P | 52,739 | $1.44M | 0.04% | +11,625+28.3% | Added |
| Goldman Sachs Group Inc | 54,868 | $1.50M | 0.00% | +15,577+39.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,424 | $1.65M | 0.00% | −1,257−2.0% | Reduced |
| Qube Research & Technologies Ltd | 64,122 | $1.75M | 0.00% | +40,239+168.5% | Added |
| Empowered Funds, LLC | 64,701 | $1.76M | 0.01% | +5,746+9.7% | Added |
| SEI Investments Co | 65,281 | $1.78M | 0.00% | +31,272+92.0% | Added |
| Glass Wealth Management Co LLC | 66,586 | $1.82M | 0.70% | +66,586 | New |
| Kestra Advisory Services, LLC | 73,956 | $2.02M | 0.01% | +73,956 | New |
| Vanguard Fiduciary Trust Co | 77,704 | $2.12M | 0.00% | +77,704 | New |
| AlTi Global, Inc. | 86,568 | $2.37M | 0.05% | +86,568 | New |
| Morgan Stanley | 91,643 | $2.50M | 0.00% | +31,930+53.5% | Added |
| American Century Companies Inc | 97,273 | $2.65M | 0.00% | −24,738−20.3% | Reduced |
| Renaissance Technologies LLC | 105,250 | $2.87M | 0.00% | +56,075+114.0% | Added |
| Northern Trust Corp | 114,933 | $3.13M | 0.00% | +27,187+31.0% | Added |
| Bank of New York Mellon Corp | 123,244 | $3.36M | 0.00% | +87,095+240.9% | Added |
| Bridgeway Capital Management, LLC | 136,366 | $3.72M | 0.07% | +5,746+4.4% | Added |
| Kennedy Capital Management, Inc. | 141,775 | $3.87M | 0.08% | +4,550+3.3% | Added |
| Vanguard Portfolio Management LLC | 141,922 | $3.87M | 0.00% | +141,922 | New |
| Maltese Capital Management LLC | 157,000 | $4.28M | 0.84% | −15,138−8.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 163,271 | $4.45M | 0.00% | +54,447+50.0% | Added |