Investar Holding Corp (ISTR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

10,732,075Shares Outstanding

597,464Shares held by institutions

$17,983,666Value of institutional holdings

59.89%Institutional ownership %

12.56%Shares Changed QoQ

61No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Investar Holding Corp (NASDAQ:ISTR) currently has 89 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Investar Holding saw its institutional ownership percentage rose to 63.1% in December 2025 from 62.7% in September 2025.
Institutional share ownership changed by 5.63% QoQ, while the number of institutional owners saw an increase of 2.30% YoY.
Among the 89 institutional holders of Investar Holding, 41 added to their stakes while 32 trimmed their positions and 16 held steady.
Collectively, institutional investors increased their stake in Investar Holding to 6.35Mn shares as of December 2025, a change that is up by 338.49K shares quarter on quarter and down 61.01K shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Investar Holding as of December 31, 2025, with a position of 998.12K shares, representing 9.92% of the company's outstanding stock.
Among the most significant buyers of Investar Holding during December 2025 were Fourthstone LLC (416.14K), AMERICAN CENTURY COMPANIES INC (34.69K), SEI INVESTMENTS CO (34.01K), ALLIANCEBERNSTEIN L.P. (23.30K), DIMENSIONAL FUND ADVISORS LP (18.84K).
Leading sellers of Investar Holding stock in December 2025 included MALTESE CAPITAL MANAGEMENT LLC (76.72K), BANC FUNDS CO LLC (64.21K), ROYCE & ASSOCIATES LP (20.38K), RENAISSANCE TECHNOLOGIES LLC (18.80K), UBS Group AG (17.01K).
The top 10 institutional holders of Investar Holding for the quarter ending December 2025 included BlackRock, Inc. (998.12K), Fourthstone LLC (695.99K), VANGUARD GROUP INC (532.48K), ALLIANCEBERNSTEIN L.P. (454.58K), DIMENSIONAL FUND ADVISORS LP (410.56K), BANC FUNDS CO LLC (306.90K), ROYCE & ASSOCIATES LP (295.83K), WELLINGTON MANAGEMENT GROUP LLP (282.43K), GEODE CAPITAL MANAGEMENT, LLC (223.33K), MALTESE CAPITAL MANAGEMENT LLC (172.14K).

89 Institutional Holders

597,464 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	998,125	16,487	1.68%	$26,669,911.00
Fourthstone LLC	31 Dec, 2025	695,992	416,145	148.70%	$18,596,906.00
VANGUARD GROUP INC	31 Dec, 2025	532,484	8,735	1.67%	$14,227,973.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	454,585	23,304	5.40%	$12,146,511.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	410,563	18,836	4.81%	$10,970,372.00
BANC FUNDS CO LLC	31 Dec, 2025	306,896	-64,206	-17.30%	$8,200,261.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	295,834	-20,378	-6.44%	$7,904,684.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	282,427	-9,671	-3.31%	$7,546,449.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	223,333	-8,608	-3.71%	$5,969,437.00
MALTESE CAPITAL MANAGEMENT LLC	31 Dec, 2025	172,138	-76,715	-30.83%	$4,599,527.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	167,925	2,707	1.64%	$4,484.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	137,225	1,582	1.17%	$3,666,652.00
STATE STREET CORP	31 Dec, 2025	134,942	6,055	4.70%	$3,620,472.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	130,620	4,824	3.83%	$3,490,166.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	122,011	34,693	39.73%	$3,260,134.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	108,824	-2,586	-2.32%	$2,907,777.00
Hillsdale Investment Management Inc.	31 Dec, 2025	96,937	-14,363	-12.90%	$2,590,156.00
NORTHERN TRUST CORP	31 Dec, 2025	87,746	-4,221	-4.59%	$2,344,573.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	61,681	-630	-1.01%	$1,648,116.00
MORGAN STANLEY	31 Dec, 2025	59,713	5,945	11.06%	$1,595,542.00

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