Investar HoldingISTR
13F holders, Q4 2025 (December 31)100holders +5
12new positions
7sold out
2famous investors
$26.71avg. 13F price*
At the end of Q4 2025, 100 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 5 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($26.7M), Fourthstone LLC ($18.6M) and Vanguard Group Inc. ($14.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Investar Holding Corp.
- CUSIP
- 46134L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.4M |
| Exits | 7 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 674,521 shares bought and 489,884 shares sold, net +184,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| BlackRock, Inc. | 0.00% | Add +1.7% | 998,125 | $26.7M |
| Fourthstone LLC | 3.48% | Add +148.7% | 695,992 | $18.6M |
| Vanguard Group Inc. | 0.00% | Add +1.7% | 532,484 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Add +5.4% | 454,585 | $12.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.8% | 410,563 | $11.0M |
| Banc Funds Co. LLC | 1.62% | Reduce -17.3% | 306,896 | $8.2M |
| Royce & Associates LP | 0.08% | Reduce -6.4% | 295,834 | $7.9M |
| Wellington Management Group LLP | 0.00% | Reduce -3.3% | 282,427 | $7.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.7% | 223,333 | $6.0M |
| Maltese Capital Management LLC | 0.83% | Reduce -30.8% | 172,138 | $4.6M |
| Acadian Asset Management LLC | 0.01% | Add +1.6% | 167,925 | $4.5M |
| Kennedy Capital Management LLC | 0.08% | Add +1.2% | 137,225 | $3.7M |
| State Street Corp. | 0.00% | Add +4.7% | 134,942 | $3.6M |
| Bridgeway Capital Management, LLC | 0.07% | Add +3.8% | 130,620 | $3.5M |
| American Century Companies Inc. | 0.00% | Add +39.7% | 122,011 | $3.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.3% | 108,824 | $2.9M |
| Hillsdale Investment Management Inc. | 0.07% | Reduce -12.9% | 96,937 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 87,746 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -2.6% | 65,301 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -1.0% | 61,681 | $1.6M |
| Morgan Stanley | 0.00% | Add +11.1% | 59,713 | $1.6M |
| Empowered Funds, LLC | 0.03% | Add +8.9% | 58,955 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -16.3% | 52,504 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -27.7% | 49,175 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.13% | Add +1.0% | 46,434 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.0% | 44,332 | $1.2M |
| Martingale Asset Management L P | 0.03% | Add +11.1% | 41,114 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.7% | 39,291 | $1.0M |
| Mendon Capital Advisors Corp. | 0.40% | No change | 38,037 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 36,149 | $966K |
| Barclays PLC | 0.00% | Add +0.8% | 34,902 | $933K |
| Sei Investments Co. | 0.00% | New | 34,009 | $909K |
| Two Sigma Investments, LP | 0.00% | Reduce -27.3% | 31,365 | $838K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 25,950 | $693K |
| Bank of America Corp. | 0.00% | Add +17.2% | 25,344 | $677K |
| AQR Capital Management | 0.00% | Add +48.3% | 25,332 | $677K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -32.8% | 23,883 | $638K |
| Ritholtz Wealth Management | 0.01% | Add +14.4% | 21,251 | $568K |
| Los Angeles Capital Management LLC | 0.00% | No change | 22,860 | $552K |
| STRS Ohio | 0.00% | Reduce -15.3% | 20,500 | $548K |
| State of Wisconsin Investment Board | 0.00% | Add +102.2% | 18,600 | $497K |
| Prudential Financial Inc. | 0.00% | Reduce -2.5% | 18,010 | $481K |
| Wells Fargo & Company | 0.00% | Add +68.4% | 17,779 | $475K |
| Two Sigma Advisers, LP | 0.00% | Reduce -27.6% | 16,300 | $436K |
| Nuveen, LLC | 0.00% | No change | 15,017 | $401K |
| Savant Capital, LLC | 0.00% | No change | 13,243 | $354K |
| Squarepoint Ops LLC | 0.00% | New | 12,954 | $346K |
| Advisory Services Network, LLC | 0.00% | No change | 12,600 | $337K |
| LSV Asset Management | 0.00% | No change | 12,200 | $326K |
| Integrated Quantitative Investments LLC | 0.07% | New | 12,121 | $324K |
| Legato Capital Management LLC | 0.03% | New | 12,121 | $324K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 12,065 | $322K |
| Invesco Ltd. | 0.00% | Add +24.5% | 12,063 | $322K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 10,001 | $267K |
| James Investment Research, Inc. | 0.03% | New | 8,819 | $236K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.9% | 8,350 | $223K |
| Jane Street Group, LLC | 0.00% | Reduce -61.5% | 8,317 | $222K |
| ELCO Management Co., LLC | 0.14% | New | 8,037 | $215K |
| Rhumbline Advisers | 0.00% | Reduce -25.7% | 7,375 | $197K |
| MetLife Investment Management, LLC | 0.00% | No change | 5,429 | $145K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.2% | 4,257 | $114K |
| UBS Group AG | 0.00% | Reduce -80.4% | 4,144 | $111K |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 3,723 | $99K |
| Cwm, LLC | 0.00% | Add +12.6% | 3,442 | $92K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 3,391 | $91K |
| Public Employees Retirement System of Ohio | 0.00% | Add +69.1% | 2,691 | $72K |
| Copeland Capital Management, LLC | 0.00% | Reduce -33.1% | 2,315 | $62K |
| New York State Common Retirement Fund | 0.00% | No change | 2,200 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 1,886 | $50K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -45.4% | 1,769 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.5% | 1,063 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 906 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +32.2% | 863 | $23K |
| State of Alaska, Department of Revenue | 0.00% | New | 851 | $22K |
| Legal & General Group Plc | 0.00% | No change | 795 | $21K |
| FMR LLC | 0.00% | Add +84.8% | 669 | $18K |
| Federated Hermes, Inc. | 0.00% | No change | 568 | $15K |
| California State Teachers Retirement System | 0.00% | Reduce -15.9% | 564 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.5% | 528 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.6% | 411 | $11K |
| Amalgamated Bank | 0.00% | Reduce -10.0% | 288 | $8K |
| Royal Bank of Canada | 0.00% | Reduce -70.5% | 272 | $7K |
| Citigroup Inc. | 0.00% | Add +100.9% | 213 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 180 | $5K |
| Optiver Holding B.V. | 0.00% | No change | 178 | $5K |
| GAMMA Investing LLC | 0.00% | Add +121.5% | 144 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 125 | $3K |
| Essential Partners LLC | 0.00% | Add +36.3% | 109 | $3K |
| IFP Advisors, Inc | 0.00% | Add +300.0% | 52 | $1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 41 | $1K |
| Covestor Ltd | 0.00% | Reduce -25.0% | 21 | $1K |
| Allworth Financial LP | 0.00% | Add +3.0% | 34 | $909 |
| Farther Finance Advisors, LLC | 0.00% | New | 25 | $668 |
| Rothschild Investment LLC | 0.00% | New | 11 | $294 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.0% | 10 | $267 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $172 |
| MAI Capital Management | 0.00% | New | 5 | $134 |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 4 | $107 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $27 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is ISTR's weight in each manager's 13F, not the share of Investar Holding Corp. the manager owns.