Investar HoldingISTR

13F holders, Q1 2025 (March 31)
85holders −1
8new positions
9sold out
3famous investors
$17.61avg. 13F price*

At the end of Q1 2025, 85 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, down 1 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($15.7M), Vanguard Group Inc. ($9.2M) and Banc Funds Co. LLC ($9.0M). 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$3.1M
Exits9$8.3M

All 13F filers, Q4 2024 → Q1 2025: 414,273 shares bought and 698,261 shares sold, net −283,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

BlackRock, Inc. 0.00% Add +5.4% 888,921 $15.7M
Vanguard Group Inc. 0.00% Reduce -0.3% 524,475 $9.2M
Banc Funds Co. LLC 1.19% Reduce -2.1% 510,906 $9.0M
Alliancebernstein L.P. 0.00% Add +10.5% 382,077 $6.7M
Dimensional Fund Advisors LP 0.00% Add +8.2% 369,291 $6.5M
Maltese Capital Management LLC 0.75% Add +1.6% 258,153 $4.5M
Geode Capital Management, LLC 0.00% Add +3.2% 227,921 $4.0M
Royce & Associates LP 0.04% Reduce -4.7% 212,672 $3.7M
Wellington Management Group LLP 0.00% Reduce -9.7% 206,600 $3.6M
Rhino Investment Partners, Inc 0.68% Add +8.1% 157,151 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -22.1% 148,825 $2.6M
Petiole USA ltd 1.82% No change 146,069 $2.6M
Bridgeway Capital Management, LLC 0.06% Reduce -5.1% 138,393 $2.4M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -2.3% 123,153 $2.2M
State Street Corp. 0.00% Add +1.6% 111,019 $2.0M
Northern Trust Corp. 0.00% Reduce -2.1% 98,902 $1.7M
Hillsdale Investment Management Inc. 0.09% Add +4.5% 96,300 $1.7M
Acadian Asset Management LLC 0.00% Add +12.6% 92,454 $1.6M
Kennedy Capital Management LLC 0.04% Reduce -53.2% 91,341 $1.6M
Morgan Stanley 0.00% Reduce -3.5% 86,535 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -31.9% 66,920 $1.2M
Renaissance Technologies 0.00% Add +7.2% 64,175 $1.1M
Empowered Funds, LLC 0.01% Add +7.2% 58,028 $1.0M
American Century Companies Inc. 0.00% Reduce -2.5% 54,647 $962K
HSBC Holdings PLC 0.00% Add +66.0% 52,310 $929K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +19.9% 50,257 $885K
Black Maple Capital Management LP 0.67% New 48,547 $855K
Steel Grove Capital Advisors, LLC 0.12% Reduce -11.6% 45,735 $805K
Ritholtz Wealth Management 0.02% Reduce -27.8% 42,793 $754K
Bank of New York Mellon Corp 0.00% Add +3.4% 38,307 $675K
Two Sigma Investments, LP 0.00% Add +61.5% 37,204 $655K
Marshall Wace, LLP 0.00% New 33,770 $595K
Qube Research & Technologies Ltd 0.00% New 33,121 $583K
Millennium Management 0.00% Add +6.4% 31,525 $555K
Trexquant Investment LP 0.01% Add +29.6% 30,165 $531K
Citadel Advisors 0.00% New 29,428 $518K
Goldman Sachs Group Inc. 0.00% Reduce -43.4% 28,432 $501K
Boston Partners 0.00% Reduce -34.9% 28,160 $496K
STRS Ohio 0.00% Add +28.4% 28,000 $493K
Barclays PLC 0.00% Add +21.4% 27,919 $492K
Janney Montgomery Scott LLC 0.00% Reduce -10.8% 27,383 $482K
Charles Schwab Investment Management Inc. 0.00% No change 25,778 $454K
BNP Paribas Financial Markets 0.00% Add +15.0% 18,551 $327K
Two Sigma Advisers, LP 0.00% New 17,800 $313K
Bank of America Corp. 0.00% Add +72.0% 16,459 $290K
Nuveen, LLC 0.00% — 15,017 $264K
Susquehanna International Group, LLP 0.00% New 13,730 $242K
JPMorgan Chase & Co. 0.00% Reduce -45.4% 13,001 $229K
Advisory Services Network, LLC 0.00% No change 12,600 $222K
Savant Capital, LLC 0.00% No change 12,409 $219K
Prudential Financial Inc. 0.00% Add +27.1% 12,222 $215K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.3% 12,065 $212K
Royal Bank of Canada 0.00% Add +6.0% 11,114 $195K
HighTower Advisors, LLC 0.00% No change 10,000 $176K
Rhumbline Advisers 0.00% Reduce -4.5% 9,269 $163K
Wells Fargo & Company 0.00% Reduce -16.6% 6,926 $122K
Citigroup Inc. 0.00% Reduce -10.0% 6,409 $113K
UBS Group AG 0.00% Reduce -15.6% 5,964 $105K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 5,536 $97K
MetLife Investment Management, LLC 0.00% No change 5,429 $96K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 4,530 $80K
LSV Asset Management 0.00% No change 3,400 $60K
NewEdge Advisors, LLC 0.00% Add +0.2% 3,373 $59K
Copeland Capital Management, LLC 0.00% Add +26.4% 3,001 $53K
Cwm, LLC 0.00% Reduce -24.3% 2,394 $42K
Osaic Holdings, Inc. 0.00% Add +101.2% 2,241 $39K
New York State Common Retirement Fund 0.00% No change 2,200 $39K
PNC Financial Services Group, Inc. 0.00% No change 1,875 $33K
Police & Firemen's Retirement System of New Jersey 0.00% New 1,692 $30K
Public Employees Retirement System of Ohio 0.00% Reduce -13.1% 1,591 $28K
Ameritas Investment Partners, Inc. 0.00% No change 906 $16K
Legal & General Group Plc 0.00% No change 795 $14K
California State Teachers Retirement System 0.00% No change 670 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -25.7% 536 $9K
Amalgamated Bank 0.00% No change 320 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 303 $5K
FMR LLC 0.00% Add +21.1% 235 $4K
Federated Hermes, Inc. 0.00% Reduce -0.9% 223 $4K
Capital Advisors, Ltd. LLC 0.00% No change 180 $3K
Sterling Capital Management LLC 0.00% Reduce -46.0% 160 $3K
1 North Wealth Services LLC 0.00% New 125 $2K
GAMMA Investing LLC 0.00% Add +87.0% 101 $2K
Covestor Ltd 0.00% Add +7.9% 41 $1K
Parallel Advisors, LLC 0.00% No change 6 $113
SBI Securities Co., Ltd. 0.00% No change 1 $18

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