Investar HoldingISTR

13F holders, Q2 2025 (June 30)
91holders +6
6new positions
2sold out
3famous investors
$19.33avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.9M
Exits2$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.