Who owns Investar Holding Corporation (ISTR)
Which tracked institutional funds hold ISTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISTR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened ISTR while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ISTR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ISTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ISTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 110 tracked filers holding ISTR, 64 increased or opened the position and 38 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ISTR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- AlTi Global, Inc.$2M
- VANGUARD FIDUCIARY TRUST CO$2M
- Kestra Advisory Services, LLC$2M
- Glass Wealth Management Co LLC$2M
Full exits 4
- VANGUARD GROUP INC$14M
- ACADIAN ASSET MANAGEMENT LLC$4M
- Hillsdale Investment Management Inc.$3M
- MARSHALL WACE, LLP$1M
Largest adds
- HighTower Advisors, LLC$6M
- Fourthstone LLC$4M
- BlackRock, Inc.$3M
- Bank of New York Mellon Corp$2M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
Largest trims
- ALLIANCEBERNSTEIN L.P.$1M
- WELLINGTON MANAGEMENT GROUP LLP$707K
- AMERICAN CENTURY COMPANIES INC$607K
- BARCLAYS PLC$385K
- HSBC HOLDINGS PLC$376K
- MALTESE CAPITAL MANAGEMENT LLC$318K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,102,825 | $30M | 12.6% | 2026-Q1 |
| Fourthstone LLC added | 827,389 | $23M | 9.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 588,427 | $16M | 6.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 437,405 | $12M | 5.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 401,085 | $11M | 4.5% | 2026-Q1 |
| BANC FUNDS CO LLC | 306,896 | $8M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 300,099 | $8M | 3.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 292,086 | $8M | 3.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 250,797 | $7M | 2.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 211,918 | $6M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 177,013 | $5M | 2.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 163,271 | $4M | 1.9% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 157,000 | $4M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 141,922 | $4M | 1.6% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 141,775 | $4M | 1.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 136,366 | $4M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 123,244 | $3M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 114,933 | $3M | 1.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 105,250 | $3M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 97,273 | $3M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 91,643 | $2M | 1.0% | 2026-Q1 |
| AlTi Global, Inc. new | 86,568 | $2M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 77,704 | $2M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 73,956 | $2M | 0.8% | 2026-Q1 |
| Glass Wealth Management Co LLC new | 66,586 | $2M | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 65,281 | $2M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 64,701 | $2M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 64,122 | $2M | 0.7% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 60,424 | $2M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 54,868 | $1M | 0.6% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 52,739 | $1M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 50,416 | $1M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 49,742 | $1M | 0.6% | 2026-Q1 |
| Numerai GP LLC new | 43,057 | $1M | 0.5% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 41,640 | $1M | 0.5% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 38,146 | $1M | 0.4% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP | 38,037 | $1M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 36,019 | $982K | 0.4% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 33,582 | $916K | 0.4% | 2026-Q1 |
| True North Advisors, LLC new | 27,060 | $738K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 25,582 | $698K | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 24,736 | $675K | 0.3% | 2026-Q1 |
| Legato Capital Management LLC added | 24,000 | $654K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 23,970 | $654K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,537 | $642K | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 21,243 | $579K | 0.2% | 2026-Q1 |
| STRS OHIO | 20,500 | $559K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 20,087 | $548K | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 18,481 | $512K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 17,232 | $470K | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 15,706 | $428K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 15,017 | $410K | 0.2% | 2026-Q1 |
| Savant Capital, LLC | 13,243 | $361K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 12,600 | $344K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 12,356 | $337K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 12,065 | $329K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 11,784 | $321K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 11,537 | $315K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 10,882 | $297K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 10,000 | $273K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 9,524 | $260K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 9,230 | $252K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 9,078 | $248K | 0.1% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. | 8,819 | $240K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC | 8,037 | $219K | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 7,979 | $218K | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 7,952 | $217K | 0.1% | 2026-Q1 |
| Polymer Capital Management (US) LLC new | 7,627 | $208K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 7,155 | $195K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 6,006 | $164K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,234 | $141K | 0.1% | 2026-Q1 |
| UBS Group AG added | 4,612 | $126K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,600 | $125K | 0.1% | 2026-Q1 |
| CWM, LLC added | 3,464 | $94K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,141 | $86K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,739 | $75K | 0.0% | 2026-Q1 |
| Copeland Capital Management, LLC added | 2,401 | $65K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,880 | $51K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC new | 121 | $49K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,769 | $48K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 532,484 | $14M | 5.9% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 167,925 | $4M | 1.9% | 2025-Q4 stale |
| Petiole USA ltd trimmed | 118,469 | $3M | 1.1% | 2025-Q3 stale |
| Hillsdale Investment Management Inc. trimmed | 96,937 | $3M | 1.1% | 2025-Q4 stale |
| Rhino Investment Partners, Inc trimmed | 72,737 | $1M | 0.6% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 52,504 | $1M | 0.6% | 2025-Q4 stale |
| Boston Partners trimmed | 28,160 | $496K | 0.2% | 2025-Q1 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 18,010 | $481K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 16,300 | $436K | 0.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 15,518 | $360K | 0.2% | 2025-Q3 stale |
| Squarepoint Ops LLC trimmed | 12,954 | $346K | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 14,281 | $331K | 0.1% | 2025-Q3 stale |
| LSV ASSET MANAGEMENT | 12,200 | $326K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 13,838 | $322K | 0.1% | 2025-Q3 stale |
| Black Maple Capital Management LP trimmed | 15,965 | $308K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,545 | $223K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 8,317 | $222K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 3,391 | $91K | 0.0% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 4,530 | $80K | 0.0% | 2025-Q1 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 2,691 | $72K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.