Investar HoldingISTR

13F holders, Q3 2024 (September 30)
82holders +8
17new positions
9sold out
1famous investor
$19.41avg. 13F price*

At the end of Q3 2024, 82 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 8 from Q2 2024. 17 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($17.1M), Banc Funds Co. LLC ($11.3M) and Vanguard Group Inc. ($10.2M). One famous investor held it 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions17$2.8M
Exits9$12.3M

All 13F filers, Q2 2024 → Q3 2024: 835,841 shares bought and 929,086 shares sold, net −93,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

BlackRock, Inc. 0.00% — 879,653 $17.1M
Banc Funds Co. LLC 1.23% Reduce -4.2% 583,925 $11.3M
Vanguard Group Inc. 0.00% Add +1.3% 524,372 $10.2M
Alliancebernstein L.P. 0.00% Reduce -4.1% 346,941 $6.7M
Dimensional Fund Advisors LP 0.00% Add +26.4% 317,489 $6.2M
Maltese Capital Management LLC 0.82% Reduce -1.9% 259,600 $5.0M
Royce & Associates LP 0.05% No change 258,610 $5.0M
Geode Capital Management, LLC 0.00% Add +0.2% 222,054 $4.3M
Kennedy Capital Management LLC 0.09% Add +18.1% 201,884 $3.9M
Franklin Resources Inc. 0.00% Reduce -5.9% 189,982 $3.8M
Petiole USA ltd 2.18% No change 172,043 $3.3M
Wellington Management Group LLP 0.00% Add +49.6% 161,182 $3.1M
Bridgeway Capital Management, LLC 0.06% Add +1.8% 143,789 $2.8M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -30.5% 135,850 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +104.5% 123,776 $2.4M
Russell Investments Group, Ltd. 0.00% Add +20.8% 123,066 $2.4M
State Street Corp. 0.00% Add +5.6% 108,540 $2.1M
Morgan Stanley 0.00% Add +47.6% 99,842 $1.9M
Northern Trust Corp. 0.00% Add +108.9% 97,554 $1.9M
Hillsdale Investment Management Inc. 0.13% Add +687.6% 89,000 $1.7M
Acadian Asset Management LLC 0.01% Add +303.5% 86,576 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +76.4% 71,039 $1.4M
Boston Partners 0.00% Add +24.4% 68,077 $1.3M
Renaissance Technologies 0.00% Add +121.7% 66,675 $1.3M
American Century Companies Inc. 0.00% Add +354.4% 53,720 $1.0M
Steel Grove Capital Advisors, LLC 0.14% Add +0.5% 51,485 $1.0M
Empowered Funds, LLC 0.02% Add +5.2% 51,524 $1000K
HSBC Holdings PLC 0.00% Add +37.4% 41,223 $805K
Bank of New York Mellon Corp 0.00% Reduce -15.1% 40,801 $792K
Ritholtz Wealth Management 0.02% Add +88.9% 39,037 $757K
Goldman Sachs Group Inc. 0.00% Add +49.9% 38,310 $743K
Janney Montgomery Scott LLC 0.00% Reduce -1.5% 31,748 $616K
Rhino Investment Partners, Inc 0.13% New 30,061 $583K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 29,481 $572K
Two Sigma Investments, LP 0.00% New 27,225 $528K
Charles Schwab Investment Management Inc. 0.00% Add +6.8% 26,778 $519K
Barclays PLC 0.00% Add +25.0% 26,122 $507K
STRS Ohio 0.00% No change 21,800 $423K
Trexquant Investment LP 0.00% New 17,959 $348K
JPMorgan Chase & Co. 0.00% Add +46.2% 16,417 $318K
Ameriprise Financial Inc. 0.00% No change 16,155 $313K
Nuveen Asset Management, LLC 0.00% Add +22.3% 15,017 $292K
Savant Capital, LLC 0.00% Add +9.5% 14,609 $283K
BNP Paribas Financial Markets 0.00% Add +851.5% 14,320 $278K
Squarepoint Ops LLC 0.00% New 14,186 $275K
Cornercap Investment Counsel Inc. 0.08% New 14,031 $272K
Bank of America Corp. 0.00% Add +100.4% 12,155 $236K
Stratos Wealth Partners, LTD. 0.00% Add +0.3% 12,095 $235K
Deutsche Bank AG 0.00% Add +11.6% 11,169 $217K
Advisory Services Network, LLC 0.00% No change 12,600 $194K
HighTower Advisors, LLC 0.00% No change 10,000 $194K
Royal Bank of Canada 0.00% Add +4.2% 9,767 $190K
Rhumbline Advisers 0.00% Reduce -10.5% 9,509 $184K
UBS Group AG 0.00% Add +45.0% 7,460 $145K
Citigroup Inc. 0.00% Add +224.3% 6,733 $131K
Wells Fargo & Company 0.00% Add +3.4% 5,621 $109K
MetLife Investment Management, LLC 0.00% Add +129.1% 5,429 $105K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 5,074 $98K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 4,944 $96K
LSV Asset Management 0.00% No change 3,400 $66K
NewEdge Advisors, LLC 0.00% Add +0.2% 3,361 $65K
Cwm, LLC 0.00% Add +11.3% 3,082 $60K
Copeland Capital Management, LLC 0.00% New 2,938 $57K
PNC Financial Services Group, Inc. 0.00% No change 1,875 $36K
Public Employees Retirement System of Ohio 0.00% No change 1,831 $36K
Tower Research Capital LLC (TRC) 0.00% New 1,578 $31K
Osaic Holdings, Inc. 0.00% New 1,109 $22K
New York State Common Retirement Fund 0.00% Reduce -83.1% 1,100 $21K
Ameritas Investment Partners, Inc. 0.00% No change 906 $18K
Legal & General Group Plc 0.00% No change 795 $15K
California State Teachers Retirement System 0.00% No change 670 $13K
Amalgamated Bank 0.00% No change 320 $6K
Wilmington Savings Fund Society, FSB 0.00% New 303 $6K
Federated Hermes, Inc. 0.00% New 225 $4K
FMR LLC 0.00% New 195 $4K
Capital Advisors, Ltd. LLC 0.00% No change 180 $3K
Covestor Ltd 0.00% New 65 $1K
Sterling Capital Management LLC 0.00% — 29 $563
Cornerstone Planning Group LLC 0.00% New 24 $504
Earned Wealth Advisors, LLC 0.00% New 18 $349
GAMMA Investing LLC 0.00% New 12 $233
Parallel Advisors, LLC 0.00% No change 6 $125

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