INVESTAR HOLDING CORP (ISTR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
119
Reporting holders
$241.9M
Reported value
58.8%
Of shares outstanding
0.0%
Held as options
+12
Holder change
Institutions report 8,097,669 shares against 13,777,026 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $37.6M | 1,256,649 | 0.00% | 8q | +13.9%+$4.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 545,555 | 0.00% | 2q | -7.3%-$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $15.5M | 516,506 | 0.00% | 31q | +18.1%+$2.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 331,684 | 0.00% | 31q | +10.5%+$946.5K |
| Fourthstone LLC | $9.7M | 322,428 | 6.88% | 5q | -61.0%-$15.1M |
| BANC FUNDS CO LLC | $9.2M | 306,896 | 1.52% | 31q | HELD |
| ROYCE & ASSOCIATES LP | $8.8M | 292,086 | 0.07% | 31q | HELD |
| CITADEL ADVISORS LLC | $8.0M | 267,398 | 0.00% | 2q | +437.6%+$6.5M |
| STATE STREET CORP | $7.9M | 262,939 | 0.00% | 31q | +48.5%+$2.6M |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 285,225 | 0.00% | 26q | -28.9%-$3.2M |
| TWO SIGMA INVESTMENTS, LP | $7.3M | 244,626 | 0.01% | 8q | +888.9%+$6.6M |
| Texas Capital Bank Wealth Management Services Inc | $5.1M | 168,779 | 0.27% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.8M | 161,787 | 0.00% | 10q | -0.9%-$44.5K |
| MALTESE CAPITAL MANAGEMENT LLC | $4.8M | 160,900 | 0.88% | 31q | +2.5%+$116.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 154,581 | 0.00% | 2q | +8.9%+$379.3K |
| MORGAN STANLEY | $4.6M | 152,895 | 0.00% | 35q | +66.8%+$1.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.2M | 139,386 | 0.07% | 23q | -1.7%-$71.6K |
| RENAISSANCE TECHNOLOGIES LLC | $3.9M | 131,675 | 0.01% | 31q | +25.1%+$791.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.9M | 130,677 | 0.07% | 25q | -4.2%-$170.4K |
| Qube Research & Technologies Ltd | $3.9M | 130,173 | 0.00% | 6q | +103.0%+$2.0M |
| NORTHERN TRUST CORP | $3.7M | 122,552 | 0.00% | 31q | +6.6%+$228.3K |
| GOLDMAN SACHS GROUP INC | $2.8M | 95,093 | 0.00% | 28q | +73.3%+$1.2M |
| JPMORGAN CHASE & CO | $2.8M | 92,273 | 0.00% | 11q | +1663.0%+$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $2.5M | 82,652 | 0.00% | 2q | +6.4%+$148.2K |
| AMERICAN CENTURY COMPANIES INC | $2.4M | 79,251 | 0.00% | 10q | -18.5%-$539.9K |
| HighTower Advisors, LLC | $2.2M | 74,408 | 0.00% | 28q | -64.9%-$4.1M |
| Invesco Ltd. | $2.2M | 72,010 | 0.00% | 4q | +524.2%+$1.8M |
| Kestra Advisory Services, LLC | $2.1M | 71,091 | 0.01% | 2q | -3.9%-$86.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 70,668 | 0.00% | 8q | +17.0%+$306.9K |
| Empowered Funds, LLC | $2.1M | 69,612 | 0.01% | 13q | +7.6%+$147.1K |
| XTX Topco Ltd | $1.8M | 60,614 | 0.02% | new | NEW |
| HSBC HOLDINGS PLC | $1.7M | 57,802 | 0.00% | 28q | +14.7%+$221.4K |
| MENDON CAPITAL ADVISORS CORP | $1.7M | 57,740 | 0.61% | 4q | +51.8%+$590.3K |
| Glass Wealth Management Co LLC | $1.5M | 49,903 | 0.50% | 2q | -25.1%-$499.8K |
| Bank of New York Mellon Corp | $1.4M | 45,920 | 0.00% | 11q | -62.7%-$2.3M |
| D. E. Shaw & Co., Inc. | $1.4M | 45,300 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 42,195 | 0.00% | 4q | +57.3%+$460.7K |
| RITHOLTZ WEALTH MANAGEMENT | $1.3M | 42,018 | 0.01% | 10q | +97.8%+$622.4K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1.3M | 41,805 | 0.12% | 31q | HELD |
| Squarepoint Ops LLC | $1.2M | 40,702 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.2M | 40,686 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 39,191 | 0.00% | 9q | +8.8%+$95.0K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 39,191 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.0M | 34,451 | 0.05% | 2q | +86.4%+$478.5K |
| SEI INVESTMENTS CO | $947.5K | 31,624 | 0.00% | 3q | -51.6%-$1.0M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $913.8K | 30,499 | 0.00% | 10q | -20.0%-$229.1K |
| Quadrature Capital Ltd | $814.1K | 27,174 | 0.01% | new | NEW |
| True North Advisors, LLC | $811.7K | 27,092 | 0.08% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $746.4K | 24,912 | 0.00% | 15q | +3.9%+$28.2K |
| Schonfeld Strategic Advisors LLC | $721.3K | 24,074 | 0.00% | new | NEW |
| Trexquant Investment LP | $712.8K | 23,793 | 0.00% | new | NEW |
| Integrated Quantitative Investments LLC | $674.2K | 22,503 | 0.11% | 3q | -33.0%-$331.9K |
| BARCLAYS PLC | $670.3K | 22,373 | 0.00% | 31q | +11.4%+$68.5K |
| UBS Group AG | $662.4K | 22,110 | 0.00% | 16q | +379.4%+$524.2K |
| MILLENNIUM MANAGEMENT LLC | $633.6K | 21,149 | 0.00% | 2q | -10.1%-$71.5K |
| Nuveen, LLC | $599.7K | 20,017 | 0.00% | 6q | +33.3%+$149.8K |
| Point72 Asset Management, L.P. | $558.5K | 18,641 | 0.00% | 2q | +71.3%+$232.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $548.4K | 18,305 | 0.00% | 4q | +6.2%+$32.1K |
| Engineers Gate Manager LP | $545.4K | 18,204 | 0.01% | new | NEW |
| ELCO Management Co., LLC | $531.5K | 17,740 | 0.23% | 3q | +120.7%+$290.7K |
| Quantbot Technologies LP | $518.2K | 17,295 | 0.02% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $495.7K | 16,544 | 0.00% | 9q | +504.0%+$413.6K |
| RHUMBLINE ADVISERS | $446.1K | 14,889 | 0.00% | 13q | +56.3%+$160.7K |
| WELLS FARGO & COMPANY/MN | $423.6K | 14,140 | 0.00% | 31q | -42.8%-$316.7K |
| VICTORY CAPITAL MANAGEMENT INC | $410.9K | 13,716 | 0.00% | new | NEW |
| Creative Planning | $405.1K | 13,523 | 0.00% | new | NEW |
| Savant Capital, LLC | $397.1K | 13,253 | 0.00% | 9q | HELD |
| Advisory Services Network, LLC | $377.5K | 12,600 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $373.5K | 12,466 | 0.00% | 2q | +35.1%+$97.0K |
| WINTON GROUP Ltd | $366.6K | 12,235 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $361.5K | 12,065 | 0.00% | 11q | HELD |
| Geneos Wealth Management Inc. | $353.0K | 11,784 | 0.01% | 2q | HELD |
| Voleon Capital Management LP | $337.7K | 11,271 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $299.6K | 10,000 | 0.00% | 2q | HELD |
| JAMES INVESTMENT RESEARCH, INC. | $264.2K | 8,819 | 0.03% | 3q | HELD |
| Numerai GP LLC | $239.5K | 7,994 | 0.02% | 2q | -81.4%-$1.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $229.8K | 7,670 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $219.3K | 7,320 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $214.4K | 7,155 | 0.00% | 9q | HELD |
| AXQ CAPITAL, LP | $211.8K | 7,070 | 0.02% | new | NEW |
| Sequoia Financial Advisors, LLC | $210.3K | 7,021 | 0.00% | new | NEW |
| CITIGROUP INC | $204.9K | 6,840 | 0.00% | 11q | +328.6%+$157.1K |
| Legato Capital Management LLC | $204.1K | 6,814 | 0.02% | 3q | -71.6%-$514.9K |
| Russell Investments Group, Ltd. | $199.9K | 6,672 | 0.00% | 25q | +554.8%+$169.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $176.4K | 5,887 | 0.00% | 8q | -2.0%-$3.6K |
| Vanguard Global Advisers, LLC | $154.0K | 5,141 | 0.00% | 2q | +63.7%+$59.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $137.8K | 4,600 | 0.00% | 9q | HELD |
| STRS OHIO | $104.9K | 3,500 | 0.00% | 9q | -82.9%-$509.3K |
| Police & Firemen's Retirement System of New Jersey | $104.7K | 3,496 | 0.00% | 6q | +97.6%+$51.7K |
| NewEdge Advisors, LLC | $101.9K | 3,401 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $70.1K | 2,339 | 0.00% | 8q | +123.4%+$38.7K |
| PNC Financial Services Group, Inc. | $58.2K | 1,942 | 0.00% | 31q | +3.3%+$1.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $40.8K | 1,362 | 0.00% | new | NEW |
| Legal & General Group Plc | $38.3K | 1,278 | 0.00% | 9q | +15.3%+$5.1K |
| Ameritas Investment Partners, Inc. | $34.5K | 1,151 | 0.00% | 9q | +27.0%+$7.3K |
| ROYAL BANK OF CANADA | $24.0K | 784 | 0.00% | 27q | +266.4%+$17.4K |
| FMR LLC | $23.8K | 794 | 0.00% | 8q | +18.5%+$3.7K |
| Strategic Wealth Partners, Ltd. | $19.6K | 653 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $10.1K | 337 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $7.7K | 258 | 0.00% | 8q | -39.3%-$5.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Fourthstone LLCwith 5 co-filers | 2.3% |
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 119 | $241.9M | 8,097,669 | 26 | 49 | 27 | 0.0% |
| Q1 2026 | 107 | $208.6M | 7,663,764 | 18 | 41 | 22 | 0.0% |
| Q4 2025 | 93 | $170.4M | 6,377,240 | 11 | 35 | 29 | 0.0% |
| Q3 2025 | 88 | $142.0M | 6,126,804 | 12 | 34 | 23 | 0.0% |
| Q2 2025 | 84 | $113.8M | 5,883,943 | 6 | 28 | 25 | 0.0% |
| Q1 2025 | 79 | $103.3M | 5,862,982 | 8 | 27 | 25 | 0.0% |
| Q4 2024 | 80 | $135.1M | 6,153,222 | 5 | 27 | 25 | 0.0% |
| Q3 2024 | 75 | $116.3M | 5,991,152 | 17 | 32 | 9 | 0.0% |
| Q2 2024 | 66 | $88.9M | 5,775,242 | 15 | 22 | 15 | 0.0% |
| Q1 2024 | 55 | $77.7M | 4,749,031 | 10 | 17 | 15 | 0.0% |
| Q4 2023 | 50 | $64.1M | 4,300,890 | 5 | 18 | 10 | 0.0% |
| Q3 2023 | 50 | $45.2M | 4,263,647 | 3 | 13 | 12 | 0.0% |
| Q2 2023 | 51 | $53.6M | 4,424,720 | 6 | 10 | 22 | 0.0% |
| Q1 2023 | 53 | $64.8M | 4,625,646 | 4 | 19 | 15 | 0.0% |
| Q4 2022 | 46 | $93.7M | 4,352,962 | 5 | 7 | 21 | 0.0% |
| Q3 2022 | 53 | $115.5M | 5,801,718 | 4 | 17 | 17 | 0.0% |
| Q2 2022 | 54 | $128.6M | 5,871,072 | 5 | 8 | 22 | 0.0% |
| Q1 2022 | 55 | $117.9M | 6,175,121 | 4 | 12 | 22 | 0.0% |
| Q4 2021 | 57 | $112.5M | 6,111,915 | 7 | 15 | 19 | 0.0% |
| Q3 2021 | 56 | $126.0M | 5,720,863 | 6 | 17 | 17 | 0.0% |
| Q2 2021 | 60 | $131.3M | 5,730,990 | 19 | 9 | 23 | 0.0% |
| Q1 2021 | 56 | $121.0M | 5,877,488 | 3 | 18 | 18 | 0.0% |
| Q4 2020 | 57 | $101.2M | 6,082,136 | 3 | 22 | 12 | 0.0% |
| Q3 2020 | 54 | $76.2M | 5,945,537 | 1 | 14 | 18 | 0.0% |
| Q2 2020 | 56 | $88.3M | 6,103,972 | 6 | 21 | 12 | 0.0% |
| Q1 2020 | 60 | $78.8M | 6,185,959 | 2 | 16 | 19 | 0.0% |
| Q4 2019 | 70 | $158.0M | 6,593,753 | 10 | 27 | 11 | 0.0% |
| Q3 2019 | 62 | $129.8M | 5,452,587 | 6 | 19 | 15 | 0.0% |
| Q2 2019 | 58 | $128.2M | 5,374,925 | 8 | 24 | 9 | 0.0% |
| Q1 2019 | 56 | $123.9M | 5,454,067 | 5 | 12 | 15 | 0.0% |
| Q4 2018 | 58 | $140.2M | 5,653,270 | 2 | 1 | 1 | 0.0% |