Investar HoldingISTR

13F holders, Q1 2024 (March 31)
63holders
2famous investors
$16.36avg. 13F price*

At the end of Q1 2024, 63 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings. The largest holders were Fourthstone LLC ($12.8M), Banc Funds Co. LLC ($10.0M) and Vanguard Group Inc. ($7.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Investar Holding Corp.
CUSIP
46134L105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 63Q1 2024Q2 2024: 74Q2 2024Q3 2024: 82Q3 2024Q4 2024: 86Q4 2024Q1 2025: 85Q1 2025Q2 2025: 91Q2 2025Q3 2025: 95Q3 2025Q4 2025: 100Q4 2025Q1 2026: 111Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$5.6M
Exits6$988K

Ownership 63 holders

Fourthstone LLC 4.18% Reduce -19.4% 784,257 $12.8M
Banc Funds Co. LLC 1.13% No change 609,617 $10.0M
Vanguard Group Inc. 0.00% No change 471,690 $7.7M
Alliancebernstein L.P. 0.00% Add +65.6% 384,661 $6.3M
Maltese Capital Management LLC 0.86% Reduce -4.1% 268,400 $4.4M
Royce & Associates LP 0.04% Reduce -2.2% 258,610 $4.2M
Dimensional Fund Advisors LP 0.00% Add +15.3% 219,646 $3.6M
Franklin Resources Inc. 0.00% No change 215,100 $3.5M
Kennedy Capital Management LLC 0.07% Add +36.3% 214,513 $3.5M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -2.4% 196,550 $3.2M
Petiole USA ltd 2.20% No change 172,043 $2.8M
M3F, Inc. 0.96% Reduce -25.4% 166,464 $2.7M
BlackRock Inc. 0.00% Reduce -9.6% 149,732 $2.4M
Bridgeway Capital Management, LLC 0.05% Add +2.5% 137,823 $2.3M
Wellington Management Group LLP 0.00% Reduce -12.8% 114,566 $1.9M
Geode Capital Management, LLC 0.00% Add +2.2% 111,097 $1.8M
Kestra Advisory Services, LLC 0.01% New 108,923 $1.8M
Russell Investments Group, Ltd. 0.00% Add +14.3% 99,326 $1.6M
Susquehanna International Group, LLP 0.00% New 79,419 $1.3M
Millennium Management 0.00% Add +103.3% 76,419 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% New 52,756 $863K
Steel Grove Capital Advisors, LLC 0.11% Reduce -10.1% 50,961 $834K
Empowered Funds, LLC 0.01% Add +7.9% 45,558 $745K
Northern Trust Corp. 0.00% Reduce -1.3% 44,647 $730K
Goldman Sachs Group Inc. 0.00% Add +228.7% 34,859 $570K
O'shaughnessy Asset Management, LLC 0.01% New 30,813 $504K
Qube Research & Technologies Ltd 0.00% Add +149.0% 30,756 $503K
Jane Street Group, LLC 0.00% Add +187.1% 30,710 $502K
HSBC Holdings PLC 0.00% No change 29,995 $491K
State Street Corp. 0.00% Add +5.3% 29,648 $488K
Greenwich Investment Management, Inc. 0.38% Reduce -4.8% 29,185 $477K
Boston Partners 0.00% Add +24.8% 23,188 $379K
Bank of New York Mellon Corp 0.00% Reduce -14.5% 22,743 $372K
Renaissance Technologies 0.00% Reduce -27.5% 22,375 $366K
Man Group plc 0.00% New 21,573 $353K
Citigroup Inc. 0.00% Add +1033.8% 20,601 $337K
Ameriprise Financial Inc. 0.00% No change 16,155 $264K
Advisory Services Network, LLC 0.00% No change 12,600 $206K
Morgan Stanley 0.00% Reduce -4.0% 12,156 $199K
Stratos Wealth Partners, LTD. 0.00% No change 12,065 $197K
Bank of America Corp. 0.00% Add +282.4% 11,840 $194K
American Century Companies Inc. 0.00% New 11,821 $193K
Hillsdale Investment Management Inc. 0.01% New 11,300 $185K
Barclays PLC 0.00% Reduce -33.0% 11,190 $183K
Ritholtz Wealth Management 0.01% New 10,749 $176K
HighTower Advisors, LLC 0.00% No change 10,000 $164K
Point72 Asia (Singapore) Pte. Ltd. 0.04% New 9,969 $163K
Royal Bank of Canada 0.00% Reduce -2.2% 8,753 $143K
JPMorgan Chase & Co. 0.00% Add +287.8% 8,577 $140K
Cubist Systematic Strategies, LLC 0.00% New 3,572 $58K
LSV Asset Management 0.00% No change 3,400 $56K
Cwm, LLC 0.00% No change 2,770 $45K
NewEdge Advisors, LLC 0.00% Add +0.3% 2,594 $42K
Copeland Capital Management, LLC 0.00% Reduce -21.4% 1,987 $33K
Public Employees Retirement System of Ohio 0.00% Reduce -4.2% 1,942 $32K
PNC Financial Services Group, Inc. 0.00% No change 1,875 $31K
UBS Group AG 0.00% Reduce -42.7% 1,456 $24K
Wells Fargo & Company 0.00% No change 1,442 $24K
Rhumbline Advisers 0.00% No change 365 $6K
Capital Advisors, Ltd. LLC 0.00% No change 180 $3K
Tower Research Capital LLC (TRC) 0.00% New 158 $3K
Parallel Advisors, LLC 0.00% No change 6 $105
Macquarie Group Ltd. 0.00% New 295 $5

"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.