Investar Holding ISTR Institutional Ownership

NASDAQ ISTR

$28.96 +0.08 (+0.28%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

123 Institutions

Increased 79 64.2%

Unchanged 16 13.0%

Reduced 28 22.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.60%

▲+3.16 pp QoQ

Shares Held by Institutions

8.08Mn

of 13.79Mn outstanding

▲+12.31% QoQ

Shares Outstanding

13.79Mn

5.71Mn held outside 13F filers

Institutional Investors

123

filed 13F for Jun 2026

▲+15 vs prior quarter

Net Shares Added (QoQ)

+885.66K

accumulated since last quarter

Value of Holdings

$233.35Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Investar Holding Corp (NASDAQ:ISTR) appears in 123 institutional 13F filings for the quarter ending June 2026.

These investors held 58.6% of outstanding shares in June 2026, up from 55.4% in March 2026.
Their total shares held in ISTR increased 12.31% quarter over quarter, and separately, investors owning Investar Holding increased 36.67% from a year ago.
During the quarter, 79 of these 123 funds increased positions in ISTR, 28 reduced exposure, and 16 held steady.
Institutional investors collectively held 8.08Mn shares in Investar Holding as of June 2026, up by 885.66K shares quarter on quarter, and up 2.17Mn shares year over year.
BlackRock, Inc. leads ownership in ISTR with 1.26Mn shares as of June 30, 2026, equal to 9.11% of outstanding shares.
The biggest buyers of Investar Holding for the quarter ending June 2026 included TWO SIGMA INVESTMENTS, LP (219.89K), CITADEL ADVISORS LLC (217.66K), Texas Capital Bank Wealth Management Services Inc (168.78K), BlackRock, Inc. (153.82K), Jpmorgan Chase & Co (87.04K).
The biggest sellers of Investar Holding for the quarter ending June 2026 included Fourthstone LLC (504.96K), HighTower Advisors, LLC (137.51K), ALLIANCEBERNSTEIN L.P. (115.86K), Bank of New York Mellon Corp (77.32K), VANGUARD CAPITAL MANAGEMENT LLC (42.87K).
Per Business Quant data, the top 10 holders of Investar Holding for the quarter ending June 2026 are BlackRock, Inc. (1.26Mn), VANGUARD CAPITAL MANAGEMENT LLC (545.56K), DIMENSIONAL FUND ADVISORS LP (516.51K), GEODE CAPITAL MANAGEMENT, LLC (331.68K), Fourthstone LLC (322.43K), BANC FUNDS CO LLC (306.9K), ROYCE & ASSOCIATES LP (292.09K), ALLIANCEBERNSTEIN L.P. (285.23K), CITADEL ADVISORS LLC (267.4K), State Street Corp (262.94K).

Form 13F Holdings

123 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.08Mn

Of outstanding 58.60%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,256,649	9.11%	▲153,824	+13.95%	$37.65Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	545,555	3.96%	▼42,872	-7.29%	$16.34Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	516,506	3.75%	▲79,101	+18.08%	$15.47Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	331,684	2.41%	▲31,585	+10.52%	$9.94Mn
5	Fourthstone LLC	0001767803	322,428	2.34%	▼504,961	-61.03%	$9.67Mn
6	BANC FUNDS CO LLC	0001029311	306,896	2.23%	0	0.00%	$9.19Mn
7	ROYCE & ASSOCIATES LP	0000906304	292,086	2.12%	0	0.00%	$8.75Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	285,225	2.07%	▼115,860	-28.89%	$7.78Mn
9	CITADEL ADVISORS LLC	0001423053	267,398	1.94%	▲217,656	+437.57%	$8.01Mn
10	State Street Corp	0000093751	262,939	1.91%	▲85,926	+48.54%	$7.91Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	244,626	1.77%	▲219,890	+888.95%	$7.33Mn
12	Texas Capital Bank Wealth Management Services Inc	0001802655	168,779	1.22%	▲168,779	0.00%	$5.06Mn
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	161,787	1.17%	▼1,484	-0.91%	$4.85Mn
14	MALTESE CAPITAL MANAGEMENT LLC	0001040762	160,900	1.17%	▲3,900	+2.48%	$4.82Mn
15	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	154,581	1.12%	▲12,659	+8.92%	$4.63Mn
16	Morgan Stanley	0000895421	152,895	1.11%	▲61,252	+66.84%	$4.58Mn
17	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	139,386	1.01%	▼2,389	-1.69%	$4.18Mn
18	RENAISSANCE TECHNOLOGIES LLC	0001037389	131,675	0.95%	▲26,425	+25.11%	$3.94Mn
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	130,677	0.95%	▼5,689	-4.17%	$3.92Mn
20	Qube Research & Technologies Ltd	0001729829	130,173	0.94%	▲66,051	+103.01%	$3.90Mn

Showing 1 to 20 of 123 holders