Investar Holding Corp - ISTR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 998,125 | 26,669 | 0.0% | 0.0% | 1 | +16,487 | 1.68% | Q4 2025 | Feb 12, 2026 |
| Fourthstone LLC | History | Added to | 695,992 | 18,596 | 3.48% | 1.16% | 2 | +416,145 | 148.7% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 532,484 | 14,227 | 0.0% | 0.0% | 3 | +8,735 | 1.67% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 454,585 | 12,146 | 0.0% | 0.0% | 4 | +23,304 | 5.4% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 410,563 | 10,970 | 0.0% | 0.0% | 5 | +18,836 | 4.81% | Q4 2025 | Feb 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 410,229 | 10,961 | 1.95% | 1.77% | 6 | -76,714 | -15.75% | Q4 2025 | Feb 17, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 306,896 | 8,200 | 1.62% | 1.51% | 7 | -64,206 | -17.3% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 295,834 | 7,904 | 0.08% | 0.07% | 8 | -20,378 | -6.44% | Q4 2025 | Feb 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 282,427 | 7,546 | 0.0% | 0.0% | 9 | -9,671 | -3.31% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 223,333 | 5,969 | 0.0% | 0.0% | 10 | -8,608 | -3.71% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 167,925 | 4,484 | 0.01% | 0.01% | 11 | +2,707 | 1.64% | Q4 2025 | Feb 10, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 137,225 | 3,666 | 0.08% | 0.07% | 12 | +1,582 | 1.17% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 134,942 | 3,620 | 0.0% | 0.0% | 13 | +6,055 | 4.7% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 130,620 | 3,490 | 0.07% | 0.06% | 14 | +4,824 | 3.83% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 122,011 | 3,260 | 0.0% | 0.0% | 15 | +34,693 | 39.73% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 108,824 | 2,907 | 0.0% | 0.0% | 16 | -2,586 | -2.32% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 96,937 | 2,590 | 0.07% | 0.08% | 17 | -14,363 | -12.9% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,746 | 2,344 | 0.0% | 0.0% | 18 | -4,221 | -4.59% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 65,301 | 1,748 | 0.0% | 0.0% | 19 | -1,750 | -2.61% | Q4 2025 | Mar 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 61,681 | 1,648 | 0.0% | 0.0% | 20 | -630 | -1.01% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 59,713 | 1,595 | 0.0% | 0.0% | 21 | +5,945 | 11.06% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 58,955 | 1,575 | 0.03% | 0.01% | 22 | +4,824 | 8.91% | Q4 2025 | Feb 18, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 52,504 | 1,402 | 0.0% | 0.0% | 23 | -10,218 | -16.29% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 49,175 | 1,313 | 0.0% | 0.0% | 24 | -18,800 | -27.66% | Q4 2025 | Feb 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 46,434 | 1,240 | 0.13% | 0.11% | 25 | +443 | 0.96% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 44,332 | 1,184 | 0.01% | 0.01% | 26 | -1,867 | -4.04% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 41,114 | 1,098 | 0.03% | 0.02% | 27 | +4,106 | 11.09% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,291 | 1,049 | 0.0% | 0.0% | 28 | -2,798 | -6.65% | Q4 2025 | Mar 25, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 38,037 | 1,017 | 0.3% | 0.34% | 29 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 36,149 | 965 | 0.0% | 0.0% | 30 | -4,047 | -10.07% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 34,902 | 932 | 0.0% | 0.0% | 31 | +279 | 0.81% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 34,009 | 908 | 0.0% | — | 32 | +34,009 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 31,365 | 838 | 0.0% | 0.0% | 33 | -11,803 | -27.34% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 25,950 | 693 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,344 | 677 | 0.0% | 0.0% | 35 | +3,712 | 17.16% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,332 | 676 | 0.0% | 0.0% | 36 | +8,255 | 48.34% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 23,883 | 638 | 0.0% | 0.0% | 37 | -11,635 | -32.76% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 21,251 | 567 | 0.01% | 0.01% | 38 | +2,682 | 14.44% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 22,860 | 551 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Reduced | 20,500 | 547 | 0.0% | 0.0% | 40 | -3,700 | -15.29% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 18,600 | 496 | 0.0% | 0.0% | 41 | +9,400 | 102.17% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 18,010 | 481 | 0.0% | 0.0% | 42 | -465 | -2.52% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,779 | 475 | 0.0% | 0.0% | 43 | +7,222 | 68.41% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 16,300 | 435 | 0.0% | 0.0% | 44 | -6,200 | -27.56% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 15,017 | 401 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | No change | 13,243 | 353 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | New | 12,954 | 346 | 0.0% | — | 47 | +12,954 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | No change | 12,600 | 336 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 12,200 | 326 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legato Capital Management LLC | History | New | 12,121 | 323 | 0.03% | — | 50 | +12,121 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | New | 12,121 | 323 | 0.07% | — | 51 | +12,121 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 12,063 | 322 | 0.0% | 0.0% | 52 | +2,376 | 24.53% | Q4 2025 | Feb 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,065 | 322 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,001 | 267 | 0.0% | 0.0% | 54 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 8,819 | 235 | 0.03% | — | 55 | +8,819 | New | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,350 | 223 | 0.0% | 0.0% | 56 | -2,767 | -24.89% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,317 | 222 | 0.0% | 0.0% | 57 | -13,255 | -61.45% | Q4 2025 | Feb 12, 2026 |
| ELCO Management Co., LLC | History | New | 8,037 | 214 | 0.13% | — | 58 | +8,037 | New | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,375 | 197 | 0.0% | 0.0% | 59 | -2,553 | -25.72% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,429 | 145 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,257 | 113 | 0.0% | 0.0% | 61 | +90 | 2.16% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 4,144 | 110 | 0.0% | 0.0% | 62 | -17,014 | -80.41% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,723 | 99 | 0.0% | 0.0% | 63 | +382 | 11.43% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 3,442 | 92 | 0.0% | 0.0% | 64 | +384 | 12.56% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,391 | 90 | 0.0% | 0.0% | 65 | +5 | 0.15% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,691 | 71 | 0.0% | 0.0% | 66 | +1,100 | 69.14% | Q4 2025 | Feb 17, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 2,315 | 61 | 0.0% | 0.0% | 67 | -1,144 | -33.07% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,200 | 58 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,886 | 50 | 0.0% | 0.0% | 69 | +11 | 0.59% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,769 | 47 | 0.0% | 0.0% | 70 | -1,469 | -45.37% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,063 | 28 | 0.0% | 0.0% | 71 | +166 | 18.51% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 906 | 24 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 851 | 22 | 0.0% | — | 73 | +851 | New | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | No change | 795 | 21 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 669 | 17 | 0.0% | 0.0% | 75 | +307 | 84.81% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 564 | 15 | 0.0% | 0.0% | 77 | -107 | -15.95% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 568 | 15 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 528 | 14 | 0.0% | 0.0% | 78 | -104 | -16.46% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 411 | 10 | 0.0% | 0.0% | 79 | -120 | -22.6% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 288 | 8 | 0.0% | 0.0% | 80 | -32 | -10.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 272 | 7 | 0.0% | — | 81 | +272 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 213 | 5 | 0.0% | 0.0% | 82 | +107 | 100.94% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 180 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Optiver Holding B.V. | History | No change | 178 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 144 | 3 | 0.0% | 0.0% | 86 | +79 | 121.54% | Q4 2025 | Jan 05, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 41 | 1 | 0.0% | — | 87 | +41 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 52 | 1 | 0.0% | — | 88 | +39 | 300.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 21 | 1 | 0.0% | 0.0% | 89 | -7 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Petiole USA ltd | History | Closed out | 0 | 0 | — | 1.9% | — | -118,469 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,518 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,838 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |