Investar HoldingISTR
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 91 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 6 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($17.2M), Vanguard Group Inc. ($10.1M) and Banc Funds Co. LLC ($9.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 2 | $576K |
All 13F filers, Q1 2025 → Q2 2025: 470,170 shares bought and 435,795 shares sold, net +34,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| BlackRock, Inc. | 0.00% | Add +0.3% | 891,418 | $17.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 524,238 | $10.1M |
| Banc Funds Co. LLC | 1.40% | Reduce -5.9% | 480,906 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Add +8.4% | 414,266 | $8.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.7% | 382,871 | $7.4M |
| Royce & Associates LP | 0.06% | Add +50.1% | 319,212 | $6.2M |
| Maltese Capital Management LLC | 0.71% | No change | 258,153 | $5.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 230,560 | $4.5M |
| Wellington Management Group LLP | 0.00% | No change | 206,600 | $4.0M |
| Rhino Investment Partners, Inc | 0.87% | Add +4.4% | 164,010 | $3.2M |
| Petiole USA ltd | 2.00% | No change | 146,069 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | Add +0.6% | 139,156 | $2.7M |
| State Street Corp. | 0.00% | Add +14.3% | 126,919 | $2.5M |
| Hillsdale Investment Management Inc. | 0.08% | Add +16.6% | 112,300 | $2.2M |
| Acadian Asset Management LLC | 0.00% | Add +19.6% | 110,602 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 95,733 | $1.8M |
| Morgan Stanley | 0.00% | Add +9.5% | 94,767 | $1.8M |
| Kennedy Capital Management LLC | 0.04% | Reduce -9.2% | 82,899 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 82,084 | $1.6M |
| Renaissance Technologies | 0.00% | Add +11.7% | 71,675 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +22.3% | 63,970 | $1.3M |
| Empowered Funds, LLC | 0.01% | Add +1.3% | 58,791 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +6.9% | 58,404 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -52.6% | 58,320 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +72.4% | 58,221 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +9.0% | 54,783 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.11% | Add +0.6% | 45,991 | $889K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -35.5% | 43,194 | $835K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 38,416 | $742K |
| Barclays PLC | 0.00% | Add +36.9% | 38,225 | $739K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.4% | 35,948 | $695K |
| Fourthstone LLC | 0.11% | New | 30,233 | $584K |
| Millennium Management | 0.00% | Reduce -5.2% | 29,889 | $577K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.1% | 29,778 | $575K |
| Trexquant Investment LP | 0.01% | Reduce -7.1% | 28,028 | $542K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.6% | 27,476 | $531K |
| Two Sigma Advisers, LP | 0.00% | Add +48.9% | 26,500 | $512K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.3% | 26,081 | $504K |
| STRS Ohio | 0.00% | Reduce -7.1% | 26,000 | $502K |
| Los Angeles Capital Management LLC | 0.00% | New | 24,855 | $480K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.6% | 23,654 | $457K |
| Prudential Financial Inc. | 0.00% | Add +47.0% | 17,960 | $347K |
| Citadel Advisors | 0.00% | Reduce -41.5% | 17,222 | $333K |
| Black Maple Capital Management LP | 0.21% | Reduce -67.1% | 15,965 | $308K |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 15,541 | $300K |
| Nuveen, LLC | 0.00% | No change | 15,017 | $290K |
| Advisory Services Network, LLC | 0.00% | No change | 12,600 | $273K |
| Deutsche Bank AG | 0.00% | New | 13,639 | $264K |
| Ritholtz Wealth Management | 0.01% | Reduce -68.3% | 13,566 | $262K |
| Savant Capital, LLC | 0.00% | Add +6.7% | 13,243 | $256K |
| LSV Asset Management | 0.00% | Add +258.8% | 12,200 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 12,065 | $233K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.9% | 11,545 | $223K |
| Rhumbline Advisers | 0.00% | Add +12.8% | 10,451 | $202K |
| HighTower Advisors, LLC | 0.00% | No change | 10,000 | $193K |
| Royal Bank of Canada | 0.00% | Reduce -10.3% | 9,974 | $192K |
| Wells Fargo & Company | 0.00% | Add +35.2% | 9,361 | $181K |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.9% | 5,738 | $111K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,429 | $105K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.5% | 5,010 | $97K |
| UBS Group AG | 0.00% | Reduce -18.6% | 4,856 | $94K |
| Copeland Capital Management, LLC | 0.00% | Add +16.4% | 3,492 | $67K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 3,380 | $65K |
| Citigroup Inc. | 0.00% | Reduce -52.0% | 3,074 | $59K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +440.9% | 2,899 | $56K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.6% | 2,675 | $52K |
| Cwm, LLC | 0.00% | Add +6.9% | 2,559 | $49K |
| New York State Common Retirement Fund | 0.00% | No change | 2,200 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,875 | $36K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,692 | $33K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,591 | $31K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.8% | 1,126 | $22K |
| 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 |
| FMR LLC | 0.00% | Add +54.0% | 362 | $7K |
| Amalgamated Bank | 0.00% | No change | 320 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 303 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +63.1% | 261 | $5K |
| Federated Hermes, Inc. | 0.00% | Reduce -13.9% | 192 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.9% | 170 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 180 | $3K |
| 1 North Wealth Services LLC | 0.00% | No change | 125 | $2K |
| Covestor Ltd | 0.00% | Add +43.9% | 59 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -78.2% | 22 | $425 |
| Allworth Financial LP | 0.00% | New | 17 | $329 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 1 | $174 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7 | $135 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $125 |
| Essential Partners LLC | 0.00% | — | 6 | $116 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.