Investar HoldingISTR

13F holders, Q2 2026 (June 30)
122holders +11
24new positions
11sold out
6famous investors
$29.87avg. 13F price*

At the end of Q2 2026, 122 institutions reported holding Investar Holding Corp. (ISTR) in their 13F filings, up 11 from Q1 2026. 24 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($37.6M), Vanguard Capital Management LLC ($16.3M) and Dimensional Fund Advisors LP ($15.5M). 6 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$16.9M
Exits11$11.8M

All 13F filers, Q1 2026 → Q2 2026: 1,885,760 shares bought and 1,483,293 shares sold, net +402,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 122 holders

BlackRock, Inc. 0.00% Add +13.9% 1,256,649 $37.6M
Vanguard Capital Management LLC 0.00% Reduce -7.3% 545,555 $16.3M
Dimensional Fund Advisors LP 0.00% Add +18.1% 516,506 $15.5M
Geode Capital Management, LLC 0.00% Add +10.5% 331,684 $9.9M
Fourthstone LLC 6.88% Reduce -61.0% 322,428 $9.7M
Banc Funds Co. LLC 1.52% No change 306,896 $9.2M
Royce & Associates LP 0.07% No change 292,086 $8.8M
Citadel Advisors 0.00% Add +437.6% 267,398 $8.0M
State Street Corp. 0.00% Add +48.5% 262,939 $7.9M
Alliancebernstein L.P. 0.00% Reduce -28.9% 285,225 $7.8M
Two Sigma Investments, LP 0.01% Add +889.0% 244,626 $7.3M
Texas Capital Bank Wealth Management Services Inc 0.27% New 168,779 $5.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -0.9% 161,787 $4.8M
Maltese Capital Management LLC 0.90% Add +2.5% 160,900 $4.8M
Vanguard Portfolio Management LLC 0.00% Add +8.9% 154,581 $4.6M
Morgan Stanley 0.00% Add +66.8% 152,895 $4.6M
Kennedy Capital Management LLC 0.07% Reduce -1.7% 139,386 $4.2M
Renaissance Technologies 0.01% Add +25.1% 131,675 $3.9M
Bridgeway Capital Management, LLC 0.07% Reduce -4.2% 130,677 $3.9M
Qube Research & Technologies Ltd 0.00% Add +103.0% 130,173 $3.9M
Northern Trust Corp. 0.00% Add +6.6% 122,552 $3.7M
Goldman Sachs Group Inc. 0.00% Add +73.3% 95,093 $2.8M
JPMorgan Chase & Co. 0.00% Add +1663.0% 92,273 $2.8M
Vanguard Fiduciary Trust Co. 0.00% Add +6.4% 82,652 $2.5M
American Century Companies Inc. 0.00% Reduce -18.5% 79,251 $2.4M
HighTower Advisors, LLC 0.00% Reduce -64.9% 74,408 $2.2M
Invesco Ltd. 0.00% Add +524.2% 72,010 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -3.9% 71,091 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +16.9% 70,668 $2.1M
Empowered Funds, LLC 0.01% Add +7.6% 69,612 $2.1M
XTX Topco Ltd 0.02% New 60,614 $1.8M
HSBC Holdings PLC 0.00% Add +14.7% 57,802 $1.7M
Mendon Capital Advisors Corp. 0.61% Add +51.8% 57,740 $1.7M
Glass Wealth Management Co LLC 0.50% Reduce -25.1% 49,903 $1.5M
Bank of New York Mellon Corp 0.00% Reduce -62.7% 45,920 $1.4M
D. E. Shaw & Co. 0.00% New 45,300 $1.4M
AQR Capital Management 0.00% Add +57.3% 42,195 $1.3M
Steel Grove Capital Advisors, LLC 0.12% Add +0.4% 41,805 $1.3M
Squarepoint Ops LLC 0.00% New 40,702 $1.2M
Marshall Wace, LLP 0.00% New 40,686 $1.2M
Charles Schwab Investment Management Inc. 0.00% Add +8.8% 39,191 $1.2M
Occudo Quantitative Strategies LP 0.05% Add +86.4% 34,451 $1.0M
Sei Investments Co. 0.00% Reduce -51.6% 31,624 $947K
O'shaughnessy Asset Management, LLC 0.00% Reduce -20.1% 30,499 $914K
Quadrature Capital Ltd 0.01% New 27,174 $814K
True North Advisors, LLC 0.08% Add +0.1% 27,092 $812K
Bank of America Corp. 0.00% Add +3.9% 24,912 $746K
Schonfeld Strategic Advisors LLC 0.00% New 24,074 $721K
Trexquant Investment LP 0.00% New 23,793 $713K
Integrated Quantitative Investments LLC 0.11% Reduce -33.0% 22,503 $674K
Barclays PLC 0.00% Add +11.4% 22,373 $670K
UBS Group AG 0.00% Add +379.4% 22,110 $662K
Millennium Management 0.00% Reduce -10.2% 21,149 $634K
Ritholtz Wealth Management 0.01% Reduce -1.1% 21,009 $629K
Nuveen, LLC 0.00% Add +33.3% 20,017 $600K
Point72 Asset Management 0.00% Add +71.3% 18,641 $558K
State of Wisconsin Investment Board 0.00% Add +6.2% 18,305 $548K
Engineers Gate Manager LP 0.01% New 18,204 $545K
ELCO Management Co., LLC 0.23% Add +120.7% 17,740 $531K
Quantbot Technologies LP 0.02% New 17,295 $518K
BNP Paribas Financial Markets 0.00% Add +504.0% 16,544 $496K
Rhumbline Advisers 0.00% Add +56.3% 14,889 $446K
Wells Fargo & Company 0.00% Add +14.4% 14,140 $424K
Victory Capital Management Inc. 0.00% New 13,716 $411K
Creative Planning 0.00% New 13,523 $405K
Savant Capital, LLC 0.00% Add +0.1% 13,253 $397K
Advisory Services Network, LLC 0.00% No change 12,600 $377K
Deutsche Bank AG 0.00% Add +35.1% 12,466 $373K
WINTON GROUP Ltd 0.01% New 12,235 $367K
Stratos Wealth Partners, LTD. 0.00% No change 12,065 $361K
Geneos Wealth Management Inc. 0.01% No change 11,784 $353K
Voleon Capital Management LP 0.01% New 11,271 $338K
T. Rowe Price Associates Inc. 0.00% Add +16.9% 10,615 $319K
Concurrent Investment Advisors, LLC 0.00% No change 10,000 $300K
Thrivent Financial for Lutherans 0.00% New 9,169 $275K
James Investment Research, Inc. 0.03% No change 8,819 $264K
Numerai GP LLC 0.02% Reduce -81.4% 7,994 $240K
Susquehanna Fundamental Investments, LLC 0.00% New 7,670 $230K
Voya Investment Management LLC 0.00% New 7,320 $219K
MetLife Investment Management, LLC 0.00% No change 7,155 $214K
Axq Capital, LP 0.02% New 7,070 $212K
Sequoia Financial Advisors, LLC 0.00% New 7,021 $210K
Cambridge Investment Research Advisors, Inc. 0.00% New 7,016 $210K
Citigroup Inc. 0.00% Add +328.6% 6,840 $205K
Legato Capital Management LLC 0.02% Reduce -71.6% 6,814 $204K
Russell Investments Group, Ltd. 0.00% Add +554.8% 6,672 $200K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.0% 5,887 $176K
Vanguard Global Advisers, LLC 0.00% Add +63.7% 5,141 $154K
New York State Common Retirement Fund 0.00% No change 4,600 $138K
STRS Ohio 0.00% Reduce -82.9% 3,500 $105K
Police & Firemen's Retirement System of New Jersey 0.00% Add +97.6% 3,496 $105K
NewEdge Advisors, LLC 0.00% Add +0.1% 3,401 $102K
Tower Research Capital LLC (TRC) 0.00% Add +123.4% 2,339 $70K
PNC Financial Services Group, Inc. 0.00% Add +3.3% 1,942 $58K
Legal & General Group Plc 0.00% Add +15.3% 1,278 $38K
Ameritas Investment Partners, Inc. 0.00% Add +27.0% 1,151 $34K
State of Alaska, Department of Revenue 0.00% No change 851 $25K
Royal Bank of Canada 0.00% Add +266.4% 784 $24K
FMR LLC 0.00% Add +18.5% 794 $24K
Strategic Wealth Partners, Ltd. 0.00% No change 653 $20K
Arax Advisory Partners 0.00% New 337 $10K
Sterling Capital Management LLC 0.00% Reduce -39.3% 258 $8K
GAMMA Investing LLC 0.00% Add +27.4% 223 $7K
Federated Hermes, Inc. 0.00% Reduce -64.3% 203 $6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 202 $6K
California State Teachers Retirement System 0.00% Reduce -75.1% 176 $5K
Capital Advisors, Ltd. LLC 0.00% No change 180 $5K
Allworth Financial LP 0.00% Add +72.3% 162 $5K
1 North Wealth Services LLC 0.00% No change 125 $4K
IFP Advisors, Inc 0.00% Add +23.1% 64 $2K
Parallel Advisors, LLC 0.00% Reduce -38.5% 48 $1K
EverSource Wealth Advisors, LLC 0.00% Add +110.5% 40 $1K
Essential Partners LLC 0.00% Reduce -66.1% 37 $1K
Optiver Holding B.V. 0.00% Reduce -67.9% 34 $1K
Farther Finance Advisors, LLC 0.00% No change 25 $748
Rothschild Investment LLC 0.00% Add +72.7% 19 $569
US Bancorp \de 0.00% No change 12 $360
Fortitude Family Office, LLC 0.00% New 7 $210
True Wealth Design, LLC 0.00% Reduce -25.0% 3 $90
SJS Investment Consulting Inc. 0.00% New 2 $60
Nisa Investment Advisors, LLC 0.00% New 1 $30
SBI Securities Co., Ltd. 0.00% Reduce -98.8% 1 $30

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