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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 337 | $10.1K | 0.00% | +337 | New |
| Sterling Capital Management LLC | 258 | $7.73K | 0.00% | −167−39.3% | Reduced |
| GAMMA Investing LLC | 223 | $6.68K | 0.00% | +48+27.4% | Added |
| Federated Hermes, Inc. | 203 | $6.08K | 0.00% | −365−64.3% | Reduced |
| UBS Asset Management Americas Inc | 202 | $6.05K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 176 | $5.27K | 0.00% | −531−75.1% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $4.85K | 0.00% | +68+72.3% | Added |
| 1 North Wealth Services LLC | 125 | $3.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $1.92K | 0.00% | +12+23.1% | Added |
| Parallel Advisors, LLC | 48 | $1.45K | 0.00% | −30−38.5% | Reduced |
| EverSource Wealth Advisors, LLC | 40 | $1.20K | 0.00% | +21+110.5% | Added |
| Essential Partners LLC | 37 | $1.11K | 0.00% | −72−66.1% | Reduced |
| Optiver Holding B.V. | 34 | $1.02K | 0.00% | −72−67.9% | Reduced |
| Farther Finance Advisors, LLC | 25 | $748 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $569 | 0.00% | +8+72.7% | Added |
| US Bancorp | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $210 | 0.00% | +7 | New |
| True Wealth Design, LLC | 3 | $90 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $60 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 1 | $30 | 0.00% | −80−98.8% | Reduced |
| Nisa Investment Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −250,797−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −86,568−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −52,739−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,706−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −7,979−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,627−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |