Investar HoldingISTR
13F holders, Q2 2024 (June 30)74holders +11
18new positions
8sold out
3famous investors
$15.40avg. 13F price*
At the end of Q2 2024, 74 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 11 from Q1 2024. 18 opened new positions and 8 sold out. The largest holders were Banc Funds Co. LLC ($9.4M), Fourthstone LLC ($9.0M) and BlackRock Inc. ($8.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Investar Holding Corp.
- CUSIP
- 46134L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.1M |
| Exits | 8 | $2.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,072,681 shares bought and 696,204 shares sold, net +376,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Banc Funds Co. LLC | 1.11% | No change | 609,617 | $9.4M |
| Fourthstone LLC | 2.86% | Reduce -25.6% | 583,146 | $9.0M |
| BlackRock Inc. | 0.00% | Add +282.0% | 572,004 | $8.8M |
| Vanguard Group Inc. | 0.00% | Add +9.8% | 517,681 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.0% | 361,631 | $5.6M |
| Maltese Capital Management LLC | 0.76% | Reduce -1.4% | 264,600 | $4.1M |
| Royce & Associates LP | 0.04% | No change | 258,610 | $4.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +14.4% | 251,235 | $3.9M |
| Geode Capital Management, LLC | 0.00% | Add +99.4% | 221,524 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 201,915 | $3.1M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -0.6% | 195,450 | $3.0M |
| Petiole USA ltd | 2.22% | No change | 172,043 | $2.6M |
| Kennedy Capital Management LLC | 0.06% | Reduce -20.3% | 170,957 | $2.6M |
| Bridgeway Capital Management, LLC | 0.05% | Add +2.5% | 141,243 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.0% | 108,926 | $1.7M |
| Wellington Management Group LLP | 0.00% | Reduce -6.0% | 107,748 | $1.7M |
| State Street Corp. | 0.00% | Add +246.6% | 102,766 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.6% | 101,910 | $1.6M |
| Morgan Stanley | 0.00% | Add +456.5% | 67,648 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +14.7% | 60,533 | $932K |
| Boston Partners | 0.00% | Add +135.9% | 54,708 | $843K |
| Steel Grove Capital Advisors, LLC | 0.11% | Add +0.5% | 51,237 | $789K |
| Empowered Funds, LLC | 0.01% | Add +7.5% | 48,978 | $749K |
| Bank of New York Mellon Corp | 0.00% | Add +111.4% | 48,073 | $740K |
| Northern Trust Corp. | 0.00% | Add +4.6% | 46,695 | $719K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.7% | 40,271 | $620K |
| Janney Montgomery Scott LLC | 0.00% | New | 32,219 | $496K |
| HSBC Holdings PLC | 0.00% | No change | 29,995 | $467K |
| Renaissance Technologies | 0.00% | Add +34.4% | 30,075 | $463K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.7% | 25,560 | $394K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 25,072 | $386K |
| M3F, Inc. | 0.14% | Reduce -85.0% | 25,000 | $385K |
| Invesco Ltd. | 0.00% | New | 24,893 | $383K |
| Greenwich Investment Management, Inc. | 0.34% | Reduce -17.0% | 24,220 | $373K |
| STRS Ohio | 0.00% | New | 21,800 | $336K |
| Acadian Asset Management LLC | 0.00% | New | 21,456 | $329K |
| Barclays PLC | 0.00% | Add +86.8% | 20,898 | $322K |
| Ritholtz Wealth Management | 0.01% | Add +92.3% | 20,670 | $318K |
| Millennium Management | 0.00% | Reduce -73.2% | 20,451 | $315K |
| Ameriprise Financial Inc. | 0.00% | No change | 16,155 | $249K |
| Savant Capital, LLC | 0.00% | New | 13,337 | $205K |
| Quadrature Capital Ltd | 0.00% | New | 12,626 | $194K |
| Advisory Services Network, LLC | 0.00% | No change | 12,600 | $194K |
| Nuveen Asset Management, LLC | 0.00% | New | 12,280 | $189K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 12,065 | $186K |
| American Century Companies Inc. | 0.00% | No change | 11,821 | $182K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 11,300 | $174K |
| Citadel Advisors | 0.00% | New | 11,252 | $173K |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 11,227 | $173K |
| Man Group plc | 0.00% | Reduce -49.3% | 10,942 | $169K |
| Rhumbline Advisers | 0.00% | Add +2810.1% | 10,622 | $164K |
| Deutsche Bank AG | 0.00% | New | 10,008 | $154K |
| HighTower Advisors, LLC | 0.00% | No change | 10,000 | $154K |
| Royal Bank of Canada | 0.00% | Add +7.0% | 9,370 | $144K |
| New York State Common Retirement Fund | 0.00% | New | 6,500 | $100K |
| Bank of America Corp. | 0.00% | Reduce -48.8% | 6,065 | $93K |
| Wells Fargo & Company | 0.00% | Add +277.2% | 5,439 | $84K |
| UBS Group AG | 0.00% | Add +253.3% | 5,144 | $79K |
| Corebridge Financial, Inc. | 0.00% | — | 4,975 | $77K |
| LSV Asset Management | 0.00% | No change | 3,400 | $52K |
| NewEdge Advisors, LLC | 0.00% | Add +29.3% | 3,355 | $52K |
| Cwm, LLC | 0.00% | No change | 2,770 | $43K |
| MetLife Investment Management, LLC | 0.00% | New | 2,370 | $36K |
| Citigroup Inc. | 0.00% | Reduce -89.9% | 2,076 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,875 | $29K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.7% | 1,831 | $28K |
| BNP Paribas Financial Markets | 0.00% | New | 1,505 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 906 | $14K |
| Legal & General Group Plc | 0.00% | New | 795 | $12K |
| California State Teachers Retirement System | 0.00% | New | 670 | $10K |
| Innealta Capital, LLC | 0.00% | New | 648 | $10K |
| Amalgamated Bank | 0.00% | New | 320 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 180 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $99 |
"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.