Investar Holding Corp (ISTR) Institutional Ownership

Ownership Summary

Investar Holding Corp (NASDAQ:ISTR) currently has 95 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Investar Holding owned by institutions changed from 61.1% in June 2025 to 60.3% in September 2025, marking a slight down trend.
• The company experienced a 10.97% quarterly change in institutional shares held, alongside an increase of 15.85% in total owners annually.
• Among the 95 institutional holders of Investar Holding, 51 added to their stakes while 25 trimmed their positions and 19 held steady.
• The aggregate institutional position in Investar Holding now stands at 6.31Mn shares as of September 2025, after investors increased their holdings (up by 624.12K shares quarter on quarter which is up 239.56K shares year over year).
• With 981.64K shares, BlackRock, Inc. commands the largest institutional position in Investar Holding as of September 30, 2025, equating to 9.38% of the company.
• Among the most significant buyers of Investar Holding during September 2025 were Fourthstone LLC (249.61K), BlackRock, Inc. (90.22K), WELLINGTON MANAGEMENT GROUP LLP (85.50K), ACADIAN ASSET MANAGEMENT LLC (54.62K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (53.09K).
• Leading sellers of Investar Holding stock in September 2025 included BANC FUNDS CO LLC (109.80K), MORGAN STANLEY (41.00K), Petiole USA ltd (27.60K), Trexquant Investment LP (13.75K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (13.36K).
• The top 10 institutional holders of Investar Holding for the quarter ending September 2025 included BlackRock, Inc. (981.64K), VANGUARD GROUP INC (523.75K), ALLIANCEBERNSTEIN L.P. (431.28K), DIMENSIONAL FUND ADVISORS LP (391.73K), BANC FUNDS CO LLC (371.10K), ROYCE & ASSOCIATES LP (316.21K), WELLINGTON MANAGEMENT GROUP LLP (292.10K), Fourthstone LLC (279.85K), MALTESE CAPITAL MANAGEMENT LLC (248.85K), GEODE CAPITAL MANAGEMENT, LLC (231.94K).