Who owns Investar Holding (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on ISTR is one-sided between 2026-Q1 and 2026-Q2: 41 added or opened and 13 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 117 tracked filers holding ISTR, 75 increased or opened the position and 43 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 2026-Q1 and 2026-Q2 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 10
- Texas Capital Bank Wealth Management Services Inc$5M
- XTX Topco Ltd$2M
- D. E. Shaw & Co., Inc.$1M
- Squarepoint Ops LLC$1M
- MARSHALL WACE, LLP$1M
- Quadrature Capital Ltd$814K
Full exits 4
- WELLINGTON MANAGEMENT GROUP LLP$7M
- HighTower Advisors, LLC$6M
- AlTi Global, Inc.$2M
- MARTINGALE ASSET MANAGEMENT L P$1M
Largest adds
- BlackRock, Inc.$8M
- CITADEL ADVISORS LLC$7M
- TWO SIGMA INVESTMENTS, LP$7M
- DIMENSIONAL FUND ADVISORS LP$4M
- STATE STREET CORP$3M
- JPMORGAN CHASE & CO$3M
Largest trims
- Fourthstone LLC$13M
- ALLIANCEBERNSTEIN L.P.$3M
- Bank of New York Mellon Corp$2M
- Numerai GP LLC$935K
- SEI INVESTMENTS CO$833K
- STRS OHIO$454K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,256,649 | $38M | 15.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 545,555 | $16M | 6.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 516,506 | $15M | 6.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 331,684 | $10M | 4.2% | 2026-Q2 |
| Fourthstone LLC trimmed | 322,428 | $10M | 4.1% | 2026-Q2 |
| BANC FUNDS CO LLC | 306,896 | $9M | 3.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 292,086 | $9M | 3.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 285,225 | $8M | 3.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 267,398 | $8M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 262,939 | $8M | 3.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 244,626 | $7M | 3.1% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc new | 168,779 | $5M | 2.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 161,787 | $5M | 2.0% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC added | 160,900 | $5M | 2.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 154,581 | $5M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 152,895 | $5M | 1.9% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 139,386 | $4M | 1.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 131,675 | $4M | 1.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 130,677 | $4M | 1.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 130,173 | $4M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 122,552 | $4M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 95,093 | $3M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 92,273 | $3M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 82,652 | $2M | 1.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 79,251 | $2M | 1.0% | 2026-Q2 |
| Invesco Ltd. added | 72,010 | $2M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 71,091 | $2M | 0.9% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 70,668 | $2M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 69,612 | $2M | 0.9% | 2026-Q2 |
| XTX Topco Ltd new | 60,614 | $2M | 0.8% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 57,802 | $2M | 0.7% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP added | 57,740 | $2M | 0.7% | 2026-Q2 |
| Glass Wealth Management Co LLC trimmed | 49,903 | $1M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 45,920 | $1M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 45,300 | $1M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 42,195 | $1M | 0.5% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 41,805 | $1M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 40,702 | $1M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 40,686 | $1M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 39,191 | $1M | 0.5% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 34,451 | $1M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 31,624 | $947K | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 30,499 | $914K | 0.4% | 2026-Q2 |
| Quadrature Capital Ltd added | 27,174 | $814K | 0.3% | 2026-Q2 |
| True North Advisors, LLC added | 27,092 | $812K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 24,912 | $746K | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 24,074 | $721K | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 23,793 | $713K | 0.3% | 2026-Q2 |
| Integrated Quantitative Investments LLC trimmed | 22,503 | $674K | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 22,373 | $670K | 0.3% | 2026-Q2 |
| UBS Group AG added | 22,110 | $662K | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 21,149 | $634K | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 21,009 | $629K | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 20,017 | $600K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 18,641 | $558K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 18,305 | $548K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP new | 18,204 | $545K | 0.2% | 2026-Q2 |
| ELCO Management Co., LLC added | 17,740 | $531K | 0.2% | 2026-Q2 |
| Quantbot Technologies LP new | 17,295 | $518K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,544 | $496K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 14,889 | $446K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,140 | $424K | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 13,716 | $411K | 0.2% | 2026-Q2 |
| Creative Planning new | 13,523 | $405K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 13,253 | $397K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 12,600 | $377K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 12,466 | $373K | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd new | 12,235 | $367K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 12,065 | $361K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 11,784 | $353K | 0.1% | 2026-Q2 |
| Voleon Capital Management LP new | 11,271 | $338K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 10,615 | $319K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 10,000 | $300K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 8,819 | $264K | 0.1% | 2026-Q2 |
| Numerai GP LLC trimmed | 7,994 | $240K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 7,670 | $230K | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC new | 7,320 | $219K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 7,155 | $214K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 7,070 | $212K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 7,021 | $210K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 6,840 | $205K | 0.1% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 6,814 | $204K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 6,672 | $200K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 5,887 | $176K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 5,141 | $154K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,600 | $138K | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 3,500 | $105K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 3,496 | $105K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,401 | $102K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 2,339 | $70K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,942 | $58K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,278 | $38K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 1,151 | $34K | 0.0% | 2026-Q2 |
| FMR LLC added | 794 | $24K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 784 | $24K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 653 | $20K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 337 | $10K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 258 | $8K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 223 | $7K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 203 | $6K | 0.0% | 2026-Q2 |
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.