Investar Holding Corp - Common Stock (ISTR)

Historical Holders from Q2 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ISTR on Nasdaq
Shares outstanding
9,866,490
Price per share
$26.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
6,312,105
Holdings value
$146,324,477
% of all portfolios
0%
Share change
+287,968
Value change
+$7,920,251
Average buys %
+0%
Average sells %
-0%
Number of holders
93
Price from insider filings
$21.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Investar Holding Corp - Common Stock (ISTR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 10% $19,795,534 1,006,382 Wellington Management Group LLP 31 Jul 2025
BlackRock, Inc. 6.2% $10,303,348 608,226 BlackRock, Inc. 31 Mar 2025
Bay Pond Partners, L.P. 5.6% $11,244,906 571,678 Bay Pond Partners, L.P. 01 Jul 2025
As of 30 Sep 2025, Investar Holding Corp - Common Stock (ISTR) has 93 institutional shareholders filing 13F forms. They hold 6,312,105 shares of 9,866,490 outstanding shares (64%) .

Top 25 institutional shareholders own 56% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.9% 981,638 +10% 0% $22,783,829
VANGUARD GROUP INC 5.3% 523,749 -0.09% 0% $12,156,214
ALLIANCEBERNSTEIN L.P. 4.4% 431,281 +4.1% 0% $10,010,032
DIMENSIONAL FUND ADVISORS LP 4% 391,727 +2.3% 0% $9,091,873
BANC FUNDS CO LLC 3.8% 371,102 -23% 1.5% $8,613,277
ROYCE & ASSOCIATES LP 3.2% 316,212 -0.94% 0.07% $7,339,281
WELLINGTON MANAGEMENT GROUP LLP 3% 292,098 +41% 0% $6,779,595
Fourthstone LLC 2.8% 279,847 +826% 1.2% $6,495,249
MALTESE CAPITAL MANAGEMENT LLC 2.5% 248,853 -3.6% 0.87% $5,775,878
GEODE CAPITAL MANAGEMENT, LLC 2.4% 231,941 +0.6% 0% $5,383,922
ACADIAN ASSET MANAGEMENT LLC 1.7% 165,218 +49% 0.01% $3,831,000
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 135,643 +64% 0.07% $3,148,274
STATE STREET CORP 1.3% 128,887 +1.6% 0% $3,005,645
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.3% 125,796 -9.6% 0.06% $2,919,725
Petiole USA ltd 1.2% 118,469 -19% 1.9% $2,749,665
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 111,410 +91% 0% $2,585,826
Hillsdale Investment Management Inc. 1.1% 111,300 -0.89% 0.08% $2,583,273
NORTHERN TRUST CORP 0.93% 91,967 -3.9% 0% $2,134,553
AMERICAN CENTURY COMPANIES INC 0.88% 87,318 +50% 0% $2,026,651
RENAISSANCE TECHNOLOGIES LLC 0.69% 67,975 -5.2% 0% $1,577,700
HSBC HOLDINGS PLC 0.68% 67,051 +4.8% 0% $1,540,161
MARSHALL WACE, LLP 0.64% 62,722 +7.7% 0% $1,455,778
Connor, Clark & Lunn Investment Management Ltd. 0.63% 62,311 +14% 0% $1,446,238
Empowered Funds, LLC 0.55% 54,131 -7.9% 0.01% $1,256,381
MORGAN STANLEY 0.54% 53,767 -43% 0% $1,247,932

Institutional Holders of Investar Holding Corp - Common Stock (ISTR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 148 $3,955 +$2,138 $26.74 2
2025 Q3 6,312,105 $146,324,477 +$7,920,251 $23.21 93
2025 Q2 6,023,530 $116,460,746 +$1,035,909 $19.32 90
2025 Q1 5,989,216 $105,488,408 -$6,698,987 $17.61 85
2024 Q4 6,273,150 $137,782,247 +$3,792,439 $21.96 86
2024 Q3 6,100,106 $118,424,189 +$1,144,866 $19.40 82
2024 Q2 5,909,892 $91,011,020 +$5,627,045 $15.40 74
2024 Q1 5,528,146 $90,453,640 +$5,876,188 $16.36 62
2023 Q4 5,139,184 $76,633,149 -$220,084 $14.91 55
2023 Q3 5,252,612 $55,630,949 -$1,606,720 $10.59 56
2023 Q2 5,414,667 $65,564,424 -$3,796,302 $12.11 56
2023 Q1 5,628,894 $78,573,668 -$1,575,391 $13.96 60
2022 Q4 5,737,965 $123,557,318 -$1,567,219 $21.53 58
2022 Q3 5,801,718 $115,460,562 -$1,790,954 $19.90 53
2022 Q2 5,870,013 $128,546,131 -$6,085,475 $21.90 53
2022 Q1 6,175,121 $117,878,115 +$1,897,605 $19.09 55
2021 Q4 6,077,218 $111,879,110 +$611,224 $18.41 56
2021 Q3 5,720,863 $125,952,132 -$446,263 $22.02 56
2021 Q2 5,730,990 $131,263,137 -$2,794,615 $22.89 60
2021 Q1 5,877,488 $120,996,941 -$3,017,333 $20.55 56
2020 Q4 5,950,756 $98,486,752 +$1,764,183 $16.54 55
2020 Q3 5,469,855 $70,124,730 -$2,380,871 $12.82 51
2020 Q2 5,626,773 $81,341,612 -$311,241 $14.50 52
2020 Q1 5,714,283 $72,784,656 -$9,383,749 $12.77 58
2019 Q4 6,468,486 $154,954,360 +$22,005,515 $24.00 68
2019 Q3 5,447,839 $129,641,954 +$1,755,788 $23.80 61
2019 Q2 5,374,163 $128,154,032 -$702,417 $23.85 57
2019 Q1 5,439,675 $123,533,763 -$2,587,343 $22.71 53
2018 Q4 5,574,751 $138,205,227 +$39,469 $24.80 58
2018 Q3 5,547,637 $148,947,109 -$1,047,000 $26.85 56
2018 Q2 5,586,202 $154,451,125 +$1,989,004 $27.65 64
2018 Q1 5,478,468 $139,518,194 +$4,508,446 $25.85 55
2017 Q4 5,375,267 $129,546,252 -$12,846 $24.10 60
2017 Q3 5,375,569 $129,536,232 -$102,874 $24.10 58
2017 Q2 5,383,044 $123,273,625 +$12,774,137 $22.90 58
2017 Q1 4,810,180 $105,331,000 +$31,362,191 $21.90 44
2016 Q4 3,328,978 $62,087,000 +$1,860,503 $18.65 27
2016 Q3 3,041,518 $46,685,000 -$57,332 $15.35 24
2016 Q2 3,043,546 $46,808,000 +$532,775 $15.38 26
2016 Q1 3,009,018 $44,213,000 -$16,647 $14.67 26
2015 Q4 2,986,309 $52,560,000 -$375,114 $17.60 25
2015 Q3 3,024,287 $46,848,000 +$794,824 $15.49 26
2015 Q2 2,972,825 $45,183,040 +$558,432 $15.20 23
2015 Q1 2,933,438 $50,031,420 +$2,085,809 $17.10 26
2014 Q4 2,804,780 $38,847,770 +$1,998,842 $13.85 22
2014 Q3 2,661,450 $35,399,660 +$31,010,512 $13.30 19
2014 Q2 330,000 $4,620,000 +$4,620,000 $14.00 2