Investar HoldingISTR
13F holders, Q3 2025 (September 30)95holders +4
12new positions
8sold out
3famous investors
$23.18avg. 13F price*
At the end of Q3 2025, 95 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 4 from Q2 2025. 12 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($22.8M), Vanguard Group Inc. ($12.2M) and Alliancebernstein L.P. ($10.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 8 | $6.2M |
All 13F filers, Q2 2025 → Q3 2025: 879,111 shares bought and 590,445 shares sold, net +288,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| BlackRock, Inc. | 0.00% | Add +10.1% | 981,638 | $22.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 523,749 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.1% | 431,281 | $10.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.3% | 391,727 | $9.1M |
| Banc Funds Co. LLC | 1.51% | Reduce -22.8% | 371,102 | $8.6M |
| Royce & Associates LP | 0.07% | Reduce -0.9% | 316,212 | $7.3M |
| Wellington Management Group LLP | 0.00% | Add +41.4% | 292,098 | $6.8M |
| Fourthstone LLC | 1.16% | Add +825.6% | 279,847 | $6.5M |
| Maltese Capital Management LLC | 0.89% | Reduce -3.6% | 248,853 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 231,941 | $5.4M |
| Acadian Asset Management LLC | 0.01% | Add +49.4% | 165,218 | $3.8M |
| Kennedy Capital Management LLC | 0.07% | Add +63.6% | 135,643 | $3.1M |
| State Street Corp. | 0.00% | Add +1.6% | 128,887 | $3.0M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -9.6% | 125,796 | $2.9M |
| Petiole USA ltd | 1.90% | Reduce -18.9% | 118,469 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +91.0% | 111,410 | $2.6M |
| Hillsdale Investment Management Inc. | 0.08% | Reduce -0.9% | 111,300 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 91,967 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +49.5% | 87,318 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -5.2% | 67,975 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +4.8% | 67,051 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +7.7% | 62,722 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +13.7% | 62,311 | $1.4M |
| Empowered Funds, LLC | 0.01% | Reduce -7.9% | 54,131 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -43.3% | 53,768 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.0% | 46,199 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +20.1% | 43,168 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +61.4% | 42,089 | $977K |
| Bank of New York Mellon Corp | 0.00% | Add +4.6% | 40,196 | $933K |
| Steel Grove Capital Advisors, LLC | 0.11% | No change | 45,991 | $889K |
| Mendon Capital Advisors Corp. | 0.40% | New | 38,037 | $887K |
| Martingale Asset Management L P | 0.02% | New | 37,008 | $859K |
| Qube Research & Technologies Ltd | 0.00% | Add +19.3% | 35,518 | $824K |
| Barclays PLC | 0.00% | Reduce -9.4% | 34,623 | $804K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.5% | 25,950 | $602K |
| STRS Ohio | 0.00% | Reduce -6.9% | 24,200 | $562K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -8.0% | 22,860 | $531K |
| Two Sigma Advisers, LP | 0.00% | Reduce -15.1% | 22,500 | $522K |
| Bank of America Corp. | 0.00% | Add +39.2% | 21,632 | $502K |
| Jane Street Group, LLC | 0.00% | New | 21,572 | $501K |
| UBS Group AG | 0.00% | Add +335.7% | 21,158 | $491K |
| Ritholtz Wealth Management | 0.01% | Add +36.9% | 18,569 | $431K |
| Prudential Financial Inc. | 0.00% | Add +2.9% | 18,475 | $429K |
| AQR Capital Management | 0.00% | New | 17,077 | $396K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.4% | 15,518 | $360K |
| Nuveen, LLC | 0.00% | No change | 15,017 | $349K |
| Trexquant Investment LP | 0.00% | Reduce -49.0% | 14,281 | $331K |
| Quadrature Capital Ltd | 0.00% | New | 13,838 | $322K |
| Citadel Advisors | 0.00% | Reduce -20.8% | 13,640 | $317K |
| Savant Capital, LLC | 0.00% | No change | 13,243 | $307K |
| Advisory Services Network, LLC | 0.00% | No change | 12,600 | $292K |
| LSV Asset Management | 0.00% | No change | 12,200 | $283K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 12,065 | $280K |
| JPMorgan Chase & Co. | 0.00% | Add +93.7% | 11,117 | $258K |
| Wells Fargo & Company | 0.00% | Add +12.8% | 10,557 | $245K |
| HighTower Advisors, LLC | 0.00% | No change | 10,000 | $232K |
| Rhumbline Advisers | 0.00% | Reduce -5.0% | 9,928 | $230K |
| Invesco Ltd. | 0.00% | New | 9,687 | $225K |
| State of Wisconsin Investment Board | 0.00% | New | 9,200 | $214K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,429 | $126K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.8% | 4,167 | $97K |
| Copeland Capital Management, LLC | 0.00% | Reduce -0.9% | 3,459 | $80K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 3,386 | $79K |
| BNP Paribas Financial Markets | 0.00% | Add +24.9% | 3,341 | $78K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +91.4% | 3,238 | $75K |
| Cwm, LLC | 0.00% | Add +19.5% | 3,058 | $71K |
| New York State Common Retirement Fund | 0.00% | No change | 2,200 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,875 | $44K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,591 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -90.8% | 922 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 906 | $21K |
| Russell Investments Group, Ltd. | 0.00% | Add +427.6% | 897 | $21K |
| Legal & General Group Plc | 0.00% | No change | 795 | $18K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 671 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 653 | $15K |
| Sterling Capital Management LLC | 0.00% | Add +142.2% | 632 | $15K |
| Federated Hermes, Inc. | 0.00% | Add +195.8% | 568 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.7% | 531 | $12K |
| FMR LLC | 0.00% | No change | 362 | $8K |
| Amalgamated Bank | 0.00% | No change | 320 | $7K |
| Arax Advisory Partners | 0.00% | New | 253 | $6K |
| Optiver Holding B.V. | 0.00% | New | 178 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 180 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 125 | $3K |
| Citigroup Inc. | 0.00% | Reduce -96.5% | 106 | $2K |
| Essential Partners LLC | 0.00% | Add +1233.3% | 80 | $2K |
| GAMMA Investing LLC | 0.00% | Add +195.4% | 65 | $2K |
| Covestor Ltd | 0.00% | Reduce -52.5% | 28 | $1K |
| Allworth Financial LP | 0.00% | Add +94.1% | 33 | $766 |
| IFP Advisors, Inc | 0.00% | Add +1200.0% | 13 | $302 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.3% | 8 | $186 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $150 |
| True Wealth Design, LLC | 0.00% | New | 3 | $70 |
| Clearstead Advisors, LLC | 0.00% | New | 2 | $47 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.