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Institutional Ownership · SEC Form 13F

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.

110
Institutional holders
8M
Shares held (tracked funds)
78.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,102,825$30M12.6%2026-Q1
Fourthstone LLC added827,389$23M9.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new588,427$16M6.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added437,405$12M5.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed401,085$11M4.5%2026-Q1
BANC FUNDS CO LLC306,896$8M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added300,099$8M3.4%2026-Q1
ROYCE & ASSOCIATES LP trimmed292,086$8M3.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed250,797$7M2.9%2026-Q1
HighTower Advisors, LLC added211,918$6M2.4%2026-Q1
STATE STREET CORP added177,013$5M2.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added163,271$4M1.9%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed157,000$4M1.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new141,922$4M1.6%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added141,775$4M1.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added136,366$4M1.6%2026-Q1
Bank of New York Mellon Corp added123,244$3M1.4%2026-Q1
NORTHERN TRUST CORP added114,933$3M1.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added105,250$3M1.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed97,273$3M1.1%2026-Q1
MORGAN STANLEY added91,643$2M1.0%2026-Q1
AlTi Global, Inc. new86,568$2M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new77,704$2M0.9%2026-Q1
Kestra Advisory Services, LLC trimmed73,956$2M0.8%2026-Q1
Glass Wealth Management Co LLC new66,586$2M0.8%2026-Q1
SEI INVESTMENTS CO added65,281$2M0.7%2026-Q1
Empowered Funds, LLC added64,701$2M0.7%2026-Q1
Qube Research & Technologies Ltd added64,122$2M0.7%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed60,424$2M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added54,868$1M0.6%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added52,739$1M0.6%2026-Q1
HSBC HOLDINGS PLC trimmed50,416$1M0.6%2026-Q1
CITADEL ADVISORS LLC added49,742$1M0.6%2026-Q1
Numerai GP LLC new43,057$1M0.5%2026-Q1
STEEL GROVE CAPITAL ADVISORS, LLC trimmed41,640$1M0.5%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed38,146$1M0.4%2026-Q1
MENDON CAPITAL ADVISORS CORP38,037$1M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added36,019$982K0.4%2026-Q1
Integrated Quantitative Investments LLC added33,582$916K0.4%2026-Q1
True North Advisors, LLC new27,060$738K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added25,582$698K0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed24,736$675K0.3%2026-Q1
Legato Capital Management LLC added24,000$654K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed23,970$654K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed23,537$642K0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed21,243$579K0.2%2026-Q1
STRS OHIO20,500$559K0.2%2026-Q1
BARCLAYS PLC trimmed20,087$548K0.2%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP new18,481$512K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed17,232$470K0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed15,706$428K0.2%2026-Q1
Nuveen, LLC15,017$410K0.2%2026-Q1
Savant Capital, LLC13,243$361K0.2%2026-Q1
Advisory Services Network, LLC12,600$344K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed12,356$337K0.1%2026-Q1
Stratos Wealth Partners, LTD.12,065$329K0.1%2026-Q1
Geneos Wealth Management Inc. added11,784$321K0.1%2026-Q1
Invesco Ltd. trimmed11,537$315K0.1%2026-Q1
Point72 Asset Management, L.P. new10,882$297K0.1%2026-Q1
Concurrent Investment Advisors, LLC new10,000$273K0.1%2026-Q1
RHUMBLINE ADVISERS added9,524$260K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed9,230$252K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ new9,078$248K0.1%2026-Q1
JAMES INVESTMENT RESEARCH, INC.8,819$240K0.1%2026-Q1
ELCO Management Co., LLC8,037$219K0.1%2026-Q1
MANGROVE PARTNERS IM, LLC new7,979$218K0.1%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP new7,952$217K0.1%2026-Q1
Polymer Capital Management (US) LLC new7,627$208K0.1%2026-Q1
MetLife Investment Management, LLC added7,155$195K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added6,006$164K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed5,234$141K0.1%2026-Q1
UBS Group AG added4,612$126K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added4,600$125K0.1%2026-Q1
CWM, LLC added3,464$94K0.0%2026-Q1
Vanguard Global Advisers, LLC new3,141$86K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed2,739$75K0.0%2026-Q1
Copeland Capital Management, LLC added2,401$65K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,880$51K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC new121$49K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,769$48K0.0%2026-Q1
VANGUARD GROUP INC added532,484$14M5.9%2025-Q4 stale
ACADIAN ASSET MANAGEMENT LLC added167,925$4M1.9%2025-Q4 stale
Petiole USA ltd trimmed118,469$3M1.1%2025-Q3 stale
Hillsdale Investment Management Inc. trimmed96,937$3M1.1%2025-Q4 stale
Rhino Investment Partners, Inc trimmed72,737$1M0.6%2025-Q2 stale
MARSHALL WACE, LLP trimmed52,504$1M0.6%2025-Q4 stale
Boston Partners trimmed28,160$496K0.2%2025-Q1 stale
PRUDENTIAL FINANCIAL INC trimmed18,010$481K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed16,300$436K0.2%2025-Q4 stale
Janney Montgomery Scott LLC trimmed15,518$360K0.2%2025-Q3 stale
Squarepoint Ops LLC trimmed12,954$346K0.1%2025-Q4 stale
Trexquant Investment LP trimmed14,281$331K0.1%2025-Q3 stale
LSV ASSET MANAGEMENT12,200$326K0.1%2025-Q4 stale
Quadrature Capital Ltd added13,838$322K0.1%2025-Q3 stale
Black Maple Capital Management LP trimmed15,965$308K0.1%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,545$223K0.1%2025-Q2 stale
JANE STREET GROUP, LLC trimmed8,317$222K0.1%2025-Q4 stale
NewEdge Advisors, LLC added3,391$91K0.0%2025-Q4 stale
Corebridge Financial, Inc. trimmed4,530$80K0.0%2025-Q1 stale
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added2,691$72K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership