Investar HoldingISTR

13F holders, Q1 2026 (March 31)
111holders +11
19new positions
10sold out
5famous investors
$27.22avg. 13F price*

At the end of Q1 2026, 111 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 11 from Q4 2025. 19 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($30.1M), Fourthstone LLC ($22.6M) and Vanguard Capital Management LLC ($16.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$12.7M
Exits10$9.9M

All 13F filers, Q4 2025 → Q1 2026: 1,475,270 shares bought and 569,613 shares sold, net +905,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

BlackRock, Inc. 0.00% Add +10.5% 1,102,825 $30.1M
Fourthstone LLC 3.82% Add +18.9% 827,389 $22.6M
Vanguard Capital Management LLC 0.00% — 588,427 $16.0M
Dimensional Fund Advisors LP 0.00% Add +6.5% 437,405 $11.9M
Alliancebernstein L.P. 0.00% Reduce -11.8% 401,085 $10.7M
Banc Funds Co. LLC 1.53% No change 306,896 $8.2M
Geode Capital Management, LLC 0.00% Add +34.4% 300,099 $8.2M
Royce & Associates LP 0.08% Reduce -1.3% 292,086 $8.0M
Wellington Management Group LLP 0.00% Reduce -11.2% 250,797 $6.8M
HighTower Advisors, LLC 0.01% Add +2019.0% 211,918 $5.8M
State Street Corp. 0.00% Add +31.2% 177,013 $4.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +50.0% 163,271 $4.5M
Maltese Capital Management LLC 0.86% Reduce -8.8% 157,000 $4.3M
Vanguard Portfolio Management LLC 0.00% — 141,922 $3.9M
Kennedy Capital Management LLC 0.08% Add +3.3% 141,775 $3.9M
Bridgeway Capital Management, LLC 0.07% Add +4.4% 136,366 $3.7M
Bank of New York Mellon Corp 0.00% Add +240.9% 123,244 $3.4M
Northern Trust Corp. 0.00% Add +31.0% 114,933 $3.1M
Renaissance Technologies 0.00% Add +114.0% 105,250 $2.9M
American Century Companies Inc. 0.00% Reduce -20.3% 97,273 $2.7M
Morgan Stanley 0.00% Add +53.5% 91,643 $2.5M
AlTi Global, Inc. 0.05% New 86,568 $2.4M
Vanguard Fiduciary Trust Co. 0.00% — 77,704 $2.1M
Kestra Advisory Services, LLC 0.01% New 73,956 $2.0M
Glass Wealth Management Co LLC 0.70% New 66,586 $1.8M
Sei Investments Co. 0.00% Add +92.0% 65,281 $1.8M
Empowered Funds, LLC 0.01% Add +9.8% 64,701 $1.8M
Qube Research & Technologies Ltd 0.00% Add +168.5% 64,122 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -2.0% 60,424 $1.6M
Goldman Sachs Group Inc. 0.00% Add +39.6% 54,868 $1.5M
Martingale Asset Management L P 0.04% Add +28.3% 52,739 $1.4M
HSBC Holdings PLC 0.00% Reduce -22.8% 50,416 $1.4M
Citadel Advisors 0.00% New 49,742 $1.4M
Numerai GP LLC 0.12% New 43,057 $1.2M
Steel Grove Capital Advisors, LLC 0.12% Reduce -10.3% 41,640 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -13.9% 38,146 $1.0M
Mendon Capital Advisors Corp. 0.40% No change 38,037 $1.0M
Charles Schwab Investment Management Inc. 0.00% Add +38.8% 36,019 $982K
Integrated Quantitative Investments LLC 0.17% Add +177.1% 33,582 $916K
True North Advisors, LLC 0.08% New 27,060 $738K
AQR Capital Management 0.00% Add +5.9% 26,817 $731K
Two Sigma Investments, LP 0.00% Reduce -21.1% 24,736 $675K
Legato Capital Management LLC 0.06% Add +98.0% 24,000 $654K
Bank of America Corp. 0.00% Reduce -5.4% 23,970 $654K
Millennium Management 0.00% New 23,537 $642K
Ritholtz Wealth Management 0.01% Reduce -0.0% 21,243 $579K
STRS Ohio 0.00% No change 20,500 $559K
Barclays PLC 0.00% Reduce -42.5% 20,087 $548K
Occudo Quantitative Strategies LP 0.03% New 18,481 $512K
State of Wisconsin Investment Board 0.00% Reduce -7.3% 17,232 $470K
Los Angeles Capital Management LLC 0.00% Reduce -31.3% 15,706 $428K
Nuveen, LLC 0.00% No change 15,017 $410K
Savant Capital, LLC 0.00% No change 13,243 $361K
Advisory Services Network, LLC 0.00% No change 12,600 $344K
Wells Fargo & Company 0.00% Reduce -30.5% 12,356 $337K
Stratos Wealth Partners, LTD. 0.00% No change 12,065 $329K
Geneos Wealth Management Inc. 0.01% New 11,784 $321K
Invesco Ltd. 0.00% Reduce -4.4% 11,537 $315K
Point72 Asset Management 0.00% New 10,882 $297K
Concurrent Investment Advisors, LLC 0.00% New 10,000 $273K
Rhumbline Advisers 0.00% Add +29.1% 9,524 $260K
Deutsche Bank AG 0.00% New 9,230 $252K
T. Rowe Price Associates Inc. 0.00% New 9,078 $248K
James Investment Research, Inc. 0.03% No change 8,819 $240K
ELCO Management Co., LLC 0.11% No change 8,037 $219K
Mangrove Partners Im, LLC 0.02% New 7,979 $218K
Mirabella Financial Services LLP 0.02% New 7,952 $217K
Polymer Capital Management (US) LLC 0.03% New 7,627 $208K
MetLife Investment Management, LLC 0.00% Add +31.8% 7,155 $195K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +41.1% 6,006 $164K
JPMorgan Chase & Co. 0.00% Reduce -37.3% 5,234 $141K
UBS Group AG 0.00% Add +11.3% 4,612 $126K
New York State Common Retirement Fund 0.00% Add +109.1% 4,600 $125K
Cwm, LLC 0.00% Add +0.6% 3,464 $94K
NewEdge Advisors, LLC 0.00% Add +0.1% 3,396 $93K
Vanguard Global Advisers, LLC 0.00% — 3,141 $86K
BNP Paribas Financial Markets 0.00% Reduce -26.4% 2,739 $75K
Copeland Capital Management, LLC 0.00% Add +3.7% 2,401 $65K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 1,880 $51K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,769 $48K
Citigroup Inc. 0.00% Add +649.3% 1,596 $44K
Legal & General Group Plc 0.00% Add +39.4% 1,108 $30K
Tower Research Capital LLC (TRC) 0.00% Add +154.7% 1,047 $29K
Russell Investments Group, Ltd. 0.00% Reduce -4.1% 1,019 $28K
Ameritas Investment Partners, Inc. 0.00% No change 906 $25K
State of Alaska, Department of Revenue 0.00% No change 851 $23K
California State Teachers Retirement System 0.00% Add +25.4% 707 $19K
FMR LLC 0.00% Add +0.1% 670 $18K
Strategic Wealth Partners, Ltd. 0.00% Reduce -24.3% 653 $18K
Federated Hermes, Inc. 0.00% No change 568 $15K
Sterling Capital Management LLC 0.00% Reduce -19.5% 425 $12K
Royal Bank of Canada 0.00% Reduce -21.3% 214 $6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +392.7% 202 $6K
Capital Advisors, Ltd. LLC 0.00% No change 180 $5K
GAMMA Investing LLC 0.00% Add +21.5% 175 $5K
1 North Wealth Services LLC 0.00% No change 125 $3K
Quadrant Capital Group LLC 0.00% New 121 $3K
Essential Partners LLC 0.00% No change 109 $3K
Optiver Holding B.V. 0.00% Reduce -40.5% 106 $3K
Allworth Financial LP 0.00% Add +176.5% 94 $3K

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

Show all 111 holders