Investar HoldingISTR
13F holders, Q4 2024 (December 31)86holders +4
5new positions
2sold out
2famous investors
$21.96avg. 13F price*
At the end of Q4 2024, 86 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($18.5M), Vanguard Group Inc. ($11.6M) and Banc Funds Co. LLC ($11.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Investar Holding Corp.
- CUSIP
- 46134L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 2 | $217K |
All 13F filers, Q3 2024 → Q4 2024: 508,827 shares bought and 335,944 shares sold, net +172,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 843,530 | $18.5M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 525,974 | $11.6M |
| Banc Funds Co. LLC | 1.26% | Reduce -10.6% | 522,117 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 345,814 | $7.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.5% | 341,384 | $7.5M |
| Maltese Capital Management LLC | 0.86% | Reduce -2.2% | 254,000 | $5.6M |
| Wellington Management Group LLP | 0.00% | Add +42.0% | 228,877 | $5.0M |
| Royce & Associates LP | 0.05% | Reduce -13.7% | 223,172 | $4.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 220,769 | $4.8M |
| Kennedy Capital Management LLC | 0.10% | Reduce -3.4% | 195,125 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +55.3% | 191,093 | $4.2M |
| Petiole USA ltd | 2.02% | Reduce -15.1% | 146,069 | $3.2M |
| Bridgeway Capital Management, LLC | 0.07% | Add +1.5% | 145,888 | $3.2M |
| Rhino Investment Partners, Inc | 0.71% | Add +383.8% | 145,448 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -30.3% | 132,342 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1.9% | 126,077 | $2.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -12.5% | 118,850 | $2.6M |
| State Street Corp. | 0.00% | Add +0.7% | 109,267 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +3.6% | 101,031 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +38.4% | 98,293 | $2.2M |
| Hillsdale Investment Management Inc. | 0.10% | Add +3.6% | 92,200 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -10.2% | 89,682 | $2.0M |
| Acadian Asset Management LLC | 0.01% | Reduce -5.2% | 82,112 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | New | 78,053 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -10.2% | 59,875 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Add +51.7% | 59,233 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +4.4% | 56,063 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +5.0% | 54,123 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.16% | Add +0.5% | 51,717 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.2% | 50,263 | $1.1M |
| Boston Partners | 0.00% | Reduce -36.4% | 43,284 | $951K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +42.2% | 41,926 | $921K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.2% | 37,051 | $814K |
| HSBC Holdings PLC | 0.00% | Reduce -23.6% | 31,516 | $695K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 30,715 | $675K |
| Millennium Management | 0.00% | New | 29,625 | $651K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 25,778 | $566K |
| JPMorgan Chase & Co. | 0.00% | Add +45.1% | 23,830 | $523K |
| Trexquant Investment LP | 0.01% | Add +29.6% | 23,268 | $511K |
| Two Sigma Investments, LP | 0.00% | Reduce -15.4% | 23,031 | $506K |
| Barclays PLC | 0.00% | Reduce -12.0% | 22,997 | $505K |
| STRS Ohio | 0.00% | No change | 21,800 | $479K |
| Squarepoint Ops LLC | 0.00% | Add +32.0% | 18,720 | $411K |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 17,455 | $383K |
| BNP Paribas Financial Markets | 0.00% | Add +12.7% | 16,137 | $354K |
| Nuveen Asset Management, LLC | 0.00% | No change | 15,017 | $330K |
| Cornercap Investment Counsel Inc. | 0.10% | No change | 14,031 | $308K |
| Advisory Services Network, LLC | 0.01% | No change | 12,600 | $277K |
| Savant Capital, LLC | 0.00% | Reduce -15.1% | 12,409 | $273K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 12,095 | $266K |
| Royal Bank of Canada | 0.00% | Add +7.3% | 10,483 | $231K |
| HighTower Advisors, LLC | 0.00% | No change | 10,000 | $220K |
| Rhumbline Advisers | 0.00% | Add +2.1% | 9,709 | $213K |
| Prudential Financial Inc. | 0.00% | New | 9,620 | $211K |
| Bank of America Corp. | 0.00% | Reduce -21.3% | 9,571 | $210K |
| Wells Fargo & Company | 0.00% | Add +47.8% | 8,309 | $182K |
| Citigroup Inc. | 0.00% | Add +5.8% | 7,123 | $156K |
| UBS Group AG | 0.00% | Reduce -5.3% | 7,062 | $155K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,429 | $119K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 5,302 | $116K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 4,597 | $101K |
| LSV Asset Management | 0.00% | No change | 3,400 | $75K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 3,367 | $74K |
| Cwm, LLC | 0.00% | Add +2.6% | 3,163 | $69K |
| Copeland Capital Management, LLC | 0.00% | Reduce -19.2% | 2,375 | $52K |
| New York State Common Retirement Fund | 0.00% | Add +100.0% | 2,200 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,875 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,831 | $40K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 1,114 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 906 | $20K |
| Legal & General Group Plc | 0.00% | No change | 795 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.3% | 721 | $16K |
| California State Teachers Retirement System | 0.00% | No change | 670 | $15K |
| Amalgamated Bank | 0.00% | No change | 320 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 303 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +920.7% | 296 | $7K |
| Federated Hermes, Inc. | 0.00% | No change | 225 | $5K |
| FMR LLC | 0.00% | Reduce -0.5% | 194 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 180 | $4K |
| R Squared Ltd | 0.00% | — | 160 | $4K |
| GAMMA Investing LLC | 0.00% | Add +350.0% | 54 | $1K |
| Covestor Ltd | 0.00% | Reduce -41.5% | 38 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 24 | $462 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $142 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $22 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $22 |
"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.