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, Q2 2026
Institutional positions in Investar Holding Corp as of Jun 30, 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
- 122
- +13 vs. Q1 2026
- Shares held
- 8.06M
- +402.5K (+5.3%) vs. Q1 2026
- Total value
- $240.9M
- +$32.3M (+15.5%) vs. Q1 2026
- New holders
- 24
- 54 more added
- Sold out
- 11
- 28 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Investar Holding Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $30 | 0.00% | −80−98.8% | Reduced |
| Nisa Investment Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $60 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $90 | 0.00% | −1−25.0% | Reduced |
| Fortitude Family Office, LLC | 7 | $210 | 0.00% | +7 | New |
| US Bancorp | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $569 | 0.00% | +8+72.7% | Added |
| Farther Finance Advisors, LLC | 25 | $748 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 34 | $1.02K | 0.00% | −72−67.9% | Reduced |
| Essential Partners LLC | 37 | $1.11K | 0.00% | −72−66.1% | Reduced |
| EverSource Wealth Advisors, LLC | 40 | $1.20K | 0.00% | +21+110.5% | Added |
| Parallel Advisors, LLC | 48 | $1.45K | 0.00% | −30−38.5% | Reduced |
| IFP Advisors, Inc | 64 | $1.92K | 0.00% | +12+23.1% | Added |
| 1 North Wealth Services LLC | 125 | $3.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $4.85K | 0.00% | +68+72.3% | Added |
| Capital Advisors, Ltd. LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 176 | $5.27K | 0.00% | −531−75.1% | Reduced |
| UBS Asset Management Americas Inc | 202 | $6.05K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 203 | $6.08K | 0.00% | −365−64.3% | Reduced |
| GAMMA Investing LLC | 223 | $6.68K | 0.00% | +48+27.4% | Added |
| Sterling Capital Management LLC | 258 | $7.73K | 0.00% | −167−39.3% | Reduced |
| SRS Capital Advisors, Inc. | 337 | $10.1K | 0.00% | +337 | New |
| Strategic Wealth Partners, Ltd. | 653 | $19.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 794 | $23.8K | 0.00% | +124+18.5% | Added |
| Royal Bank of Canada | 784 | $24.0K | 0.00% | +570+266.4% | Added |
| State of Alaska, Department of Revenue | 851 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,151 | $34.5K | 0.00% | +245+27.0% | Added |
| Legal & General Group Plc | 1,278 | $38.3K | 0.00% | +170+15.3% | Added |
| The PNC Financial Services Group, Inc. | 1,942 | $58.2K | 0.00% | +62+3.3% | Added |
| Tower Research Capital LLC (TRC) | 2,339 | $70.1K | 0.00% | +1,292+123.4% | Added |
| GWM Advisors LLC | 3,401 | $101.9K | 0.00% | +5+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,496 | $104.7K | 0.00% | +1,727+97.6% | Added |
| STRS Ohio | 3,500 | $104.9K | 0.00% | −17,000−82.9% | Reduced |
| New York State Common Retirement Fund | 4,600 | $137.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,141 | $154.0K | 0.00% | +2,000+63.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,887 | $176.4K | 0.00% | −119−2.0% | Reduced |
| Russell Investments Group, Ltd. | 6,672 | $199.9K | 0.00% | +5,653+554.8% | Added |
| Legato Capital Management LLC | 6,814 | $204.1K | 0.02% | −17,186−71.6% | Reduced |
| Citigroup Inc | 6,840 | $204.9K | 0.00% | +5,244+328.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,016 | $210.0K | 0.00% | +7,016 | New |
| Sequoia Financial Advisors, LLC | 7,021 | $210.3K | 0.00% | +7,021 | New |
| Axq Capital, LP | 7,070 | $211.8K | 0.02% | +7,070 | New |
| MetLife Investment Management | 7,155 | $214.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,320 | $219.3K | 0.00% | +7,320 | New |
| Susquehanna Fundamental Investments, LLC | 7,670 | $229.8K | 0.00% | +7,670 | New |
| Numerai GP LLC | 7,994 | $239.5K | 0.02% | −35,063−81.4% | Reduced |
| James Investment Research Inc | 8,819 | $264.2K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,169 | $275.0K | 0.00% | +9,169 | New |
| Concurrent Investment Advisors, LLC | 10,000 | $299.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,615 | $319.0K | 0.00% | +1,537+16.9% | Added |
| Voleon Capital Management LP | 11,271 | $337.7K | 0.01% | +11,271 | New |
| Geneos Wealth Management Inc. | 11,784 | $353.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,065 | $361.5K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 12,235 | $366.6K | 0.01% | +12,235 | New |
| Deutsche Bank AG | 12,466 | $373.5K | 0.00% | +3,236+35.1% | Added |
| Advisory Services Network, LLC | 12,600 | $377.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,253 | $397.1K | 0.00% | +10+0.1% | Added |
| Creative Planning | 13,523 | $405.1K | 0.00% | +13,523 | New |
| Victory Capital Management Inc | 13,716 | $410.9K | 0.00% | +13,716 | New |
| Wells Fargo & Company | 14,140 | $423.6K | 0.00% | +1,784+14.4% | Added |
| Rhumbline Advisers | 14,889 | $446.1K | 0.00% | +5,365+56.3% | Added |
| BNP Paribas Arbitrage, SA | 16,544 | $495.7K | 0.00% | +13,805+504.0% | Added |
| Quantbot Technologies LP | 17,295 | $518.2K | 0.02% | +17,295 | New |
| ELCO Management Co., LLC | 17,740 | $531.5K | 0.23% | +9,703+120.7% | Added |
| Engineers Gate Manager LP | 18,204 | $545.4K | 0.01% | +18,204 | New |
| State of Wisconsin Investment Board | 18,305 | $548.4K | 0.00% | +1,073+6.2% | Added |
| Point72 Asset Management, L.P. | 18,641 | $558.5K | 0.00% | +7,759+71.3% | Added |
| Nuveen, LLC | 20,017 | $599.7K | 0.00% | +5,000+33.3% | Added |
| Ritholtz Wealth Management | 21,009 | $629.4K | 0.01% | −234−1.1% | Reduced |
| Millennium Management LLC | 21,149 | $633.6K | 0.00% | −2,388−10.1% | Reduced |
| UBS Group AG | 22,110 | $662.4K | 0.00% | +17,498+379.4% | Added |
| Barclays PLC | 22,373 | $670.3K | 0.00% | +2,286+11.4% | Added |
| Integrated Quantitative Investments LLC | 22,503 | $674.2K | 0.11% | −11,079−33.0% | Reduced |
| Trexquant Investment LP | 23,793 | $712.8K | 0.00% | +23,793 | New |
| Schonfeld Strategic Advisors LLC | 24,074 | $721.3K | 0.00% | +24,074 | New |
| Bank of America Corp | 24,912 | $746.4K | 0.00% | +942+3.9% | Added |
| True North Advisors, LLC | 27,092 | $811.7K | 0.08% | +32+0.1% | Added |
| Quadrature Capital Ltd | 27,174 | $814.1K | 0.01% | +27,174 | New |
| O'Shaughnessy Asset Management, LLC | 30,499 | $913.8K | 0.00% | −7,647−20.0% | Reduced |
| SEI Investments Co | 31,624 | $947.5K | 0.00% | −33,657−51.6% | Reduced |
| Occudo Quantitative Strategies LP | 34,451 | $1.03M | 0.05% | +15,970+86.4% | Added |
| Charles Schwab Investment Management Inc | 39,191 | $1.17M | 0.00% | +3,172+8.8% | Added |
| Marshall Wace, LLP | 40,686 | $1.22M | 0.00% | +40,686 | New |
| Squarepoint Ops LLC | 40,702 | $1.22M | 0.00% | +40,702 | New |
| Green Square Capital Advisors LLC | 41,805 | $1.25M | 0.12% | +165+0.4% | Added |
| AQR Capital Management LLC | 42,195 | $1.26M | 0.00% | +15,378+57.3% | Added |
| D. E. Shaw & Co., Inc. | 45,300 | $1.36M | 0.00% | +45,300 | New |
| Bank of New York Mellon Corp | 45,920 | $1.38M | 0.00% | −77,324−62.7% | Reduced |
| Glass Wealth Management Co LLC | 49,903 | $1.50M | 0.50% | −16,683−25.1% | Reduced |
| Mendon Capital Advisors Corp | 57,740 | $1.73M | 0.61% | +19,703+51.8% | Added |
| HSBC Holdings PLC | 57,802 | $1.73M | 0.00% | +7,386+14.7% | Added |
| XTX Topco Ltd | 60,614 | $1.82M | 0.02% | +60,614 | New |
| Empowered Funds, LLC | 69,612 | $2.09M | 0.01% | +4,911+7.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,668 | $2.12M | 0.00% | +10,244+17.0% | Added |
| Kestra Advisory Services, LLC | 71,091 | $2.14M | 0.01% | −2,865−3.9% | Reduced |
| Invesco Ltd. | 72,010 | $2.16M | 0.00% | +60,473+524.2% | Added |
| HighTower Advisors, LLC | 74,408 | $2.23M | 0.00% | −137,510−64.9% | Reduced |
| American Century Companies Inc | 79,251 | $2.37M | 0.00% | −18,022−18.5% | Reduced |
| Vanguard Fiduciary Trust Co | 82,652 | $2.48M | 0.00% | +4,948+6.4% | Added |
| JPMorgan Chase & Co | 92,273 | $2.76M | 0.00% | +87,039+1,663.0% | Added |