Investar Holding Corp (ISTR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,844,848Shares Outstanding

3,004Shares held by institutions

$71,736Value of institutional holdings

1.47%Institutional ownership %

-2.88%Shares Changed QoQ

17No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending September 2025, Investar Holding Corp (NASDAQ:ISTR) is held by 17 institutional firms.

Investar Holding saw its institutional ownership percentage fell to 1.5% in September 2025 from 61.8% in June 2025.
In percentage terms, this reflects as a holdings change of -2.88% quarter on quarter, and a decrease of 79.01% year over year.
The latest 13F cycle for Investar Holding reveals that of 17 total investors, 7 funds grew their exposure, whereas 5 reduced theirs and 5 made no changes.
The aggregate institutional position in Investar Holding now stands at 144.78K shares as of September 2025, after investors decreased their holdings (down by 4.29K shares quarter on quarter which is down 5.93Mn shares year over year).
Bank of New York Mellon Corp's holding of 40.20K shares as of September 30, 2025 makes it the primary institutional investor in Investar Holding, owning 0.41% of the stock.
Among the most significant buyers of Investar Holding during September 2025 were RITHOLTZ WEALTH MANAGEMENT (5.00K), Bank of New York Mellon Corp (1.78K), CWM, LLC (499), FEDERATED HERMES, INC. (376), GAMMA Investing LLC (43).
Leading sellers of Investar Holding stock in September 2025 included Janney Montgomery Scott LLC (8.14K), LOS ANGELES CAPITAL MANAGEMENT LLC (2.00K), STRS OHIO (1.80K), Copeland Capital Management, LLC (33), Covestor Ltd (31).
The top 10 institutional holders of Investar Holding for the quarter ending September 2025 included Bank of New York Mellon Corp (40.20K), STRS OHIO (24.20K), LOS ANGELES CAPITAL MANAGEMENT LLC (22.86K), RITHOLTZ WEALTH MANAGEMENT (18.57K), Janney Montgomery Scott LLC (15.52K), Savant Capital, LLC (13.25K), Copeland Capital Management, LLC (3.46K), CWM, LLC (3.06K), NEW YORK STATE COMMON RETIREMENT FUND (2.20K), FEDERATED HERMES, INC. (568).

89 Institutional Holders

3,004 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Jun, 2025	891,418	2,497	0.28%	$17,222,205.00
VANGUARD GROUP INC	30 Jun, 2025	524,238	-237	-0.05%	$10,128,278.00
BANC FUNDS CO LLC	30 Jun, 2025	480,906	-30,000	-5.87%	$9,291,104.00
ALLIANCEBERNSTEIN L.P.	30 Jun, 2025	414,266	32,189	8.42%	$8,003,619.00
DIMENSIONAL FUND ADVISORS LP	30 Jun, 2025	382,871	13,580	3.68%	$7,397,546.00
ROYCE & ASSOCIATES LP	30 Jun, 2025	319,212	106,540	50.10%	$6,167,176.00
MALTESE CAPITAL MANAGEMENT LLC	30 Jun, 2025	258,153	0	0.00%	$4,987,516.00
Rhino Investment Partners, Inc	30 Jun, 2025	236,747	79,596	50.65%	$4,573,952.00
GEODE CAPITAL MANAGEMENT, LLC	30 Jun, 2025	230,560	2,639	1.16%	$4,454,858.00
WELLINGTON MANAGEMENT GROUP LLP	30 Jun, 2025	206,600	0	0.00%	$3,991,512.00
Petiole USA ltd	30 Jun, 2025	146,069	0	0.00%	$2,822,053.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Jun, 2025	139,156	763	0.55%	$2,688,494.00
STATE STREET CORP	30 Jun, 2025	126,919	15,900	14.32%	$2,466,036.00
Hillsdale Investment Management Inc.	30 Jun, 2025	112,300	16,000	16.61%	$2,169,636.00
ACADIAN ASSET MANAGEMENT LLC	30 Jun, 2025	110,602	18,148	19.63%	$2,136.00
NORTHERN TRUST CORP	30 Jun, 2025	95,733	-3,169	-3.20%	$1,849,561.00
MORGAN STANLEY	30 Jun, 2025	94,767	8,232	9.51%	$1,830,898.00
KENNEDY CAPITAL MANAGEMENT LLC	30 Jun, 2025	82,899	-8,442	-9.24%	$1,601,609.00
Kestra Advisory Services, LLC	30 Jun, 2025	82,084	4,031	5.16%	$1,585,868.00
RENAISSANCE TECHNOLOGIES LLC	30 Jun, 2025	71,675	7,500	11.69%	$1,384,761.00

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