Investar Holding Corp - ISTR
Detailed investor-level table based on 13F positions.
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 | 1,102,825 | 30,074 | 0.0% | 0.0% | 1 | +104,700 | 10.49% | Q1 2026 | May 13, 2026 |
| Fourthstone LLC | History | Added to | 827,389 | 22,562 | 3.82% | 3.48% | 2 | +131,397 | 18.88% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 588,427 | 16,046 | 0.0% | — | 3 | +588,427 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 532,484 | 14,227 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 437,405 | 11,927 | 0.0% | 0.0% | 5 | +26,842 | 6.54% | Q1 2026 | May 07, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 395,093 | 10,774 | 2.12% | 1.95% | 6 | -15,136 | -3.69% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 401,085 | 10,716 | 0.0% | 0.0% | 7 | -53,500 | -11.77% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | No change | 306,896 | 8,200 | 1.53% | 1.62% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 300,099 | 8,185 | 0.0% | 0.0% | 9 | +76,766 | 34.37% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 292,086 | 7,965 | 0.08% | 0.08% | 10 | -3,748 | -1.27% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 250,797 | 6,839 | 0.0% | 0.0% | 11 | -31,630 | -11.2% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 211,918 | 5,779 | 0.01% | 0.0% | 12 | +201,917 | 2018.97% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 177,013 | 4,846 | 0.0% | 0.0% | 13 | +42,071 | 31.18% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 163,271 | 4,452 | 0.0% | 0.0% | 14 | +54,447 | 50.03% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 141,922 | 3,870 | 0.0% | — | 15 | +141,922 | New | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 141,775 | 3,866 | 0.08% | 0.08% | 16 | +4,550 | 3.32% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 136,366 | 3,718 | 0.07% | 0.07% | 17 | +5,746 | 4.4% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 123,244 | 3,360 | 0.0% | 0.0% | 18 | +87,095 | 240.93% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 114,933 | 3,134 | 0.0% | 0.0% | 19 | +27,187 | 30.98% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 105,250 | 2,870 | 0.0% | 0.0% | 20 | +56,075 | 114.03% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 97,273 | 2,652 | 0.0% | 0.0% | 21 | -24,738 | -20.28% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 91,643 | 2,499 | 0.0% | 0.0% | 22 | +31,930 | 53.47% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | New | 86,568 | 2,370 | 0.05% | — | 23 | +86,568 | New | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 77,704 | 2,118 | 0.0% | — | 24 | +77,704 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | New | 73,956 | 2,016 | 0.01% | — | 25 | +73,956 | New | Q1 2026 | Apr 30, 2026 |
| Glass Wealth Management Co LLC | History | New | 66,586 | 1,815 | 0.7% | — | 26 | +66,586 | New | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | Added to | 65,281 | 1,780 | 0.0% | 0.0% | 27 | +31,272 | 91.95% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 64,701 | 1,764 | 0.01% | 0.03% | 28 | +5,746 | 9.75% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 64,122 | 1,748 | 0.0% | 0.0% | 29 | +40,239 | 168.48% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 60,424 | 1,647 | 0.0% | 0.0% | 30 | -1,257 | -2.04% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 54,868 | 1,496 | 0.0% | 0.0% | 31 | +15,577 | 39.65% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 52,739 | 1,438 | 0.04% | 0.03% | 32 | +11,625 | 28.28% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 50,416 | 1,371 | 0.0% | 0.0% | 33 | -14,885 | -22.79% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 49,742 | 1,356 | 0.0% | — | 34 | +49,742 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 43,057 | 1,174 | 0.12% | — | 35 | +43,057 | New | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 41,640 | 1,135 | 0.12% | 0.13% | 36 | -4,794 | -10.32% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 38,146 | 1,040 | 0.01% | 0.01% | 37 | -6,186 | -13.95% | Q1 2026 | May 13, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 38,037 | 1,037 | 0.4% | 0.3% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 36,019 | 982 | 0.0% | 0.0% | 39 | +10,069 | 38.8% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 33,582 | 915 | 0.17% | 0.07% | 40 | +21,461 | 177.06% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | New | 27,060 | 737 | 0.08% | — | 41 | +27,060 | New | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,817 | 731 | 0.0% | 0.0% | 42 | +1,485 | 5.86% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 24,736 | 674 | 0.0% | 0.0% | 43 | -6,629 | -21.14% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Added to | 24,000 | 654 | 0.06% | 0.03% | 44 | +11,879 | 98.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,970 | 653 | 0.0% | 0.0% | 45 | -1,374 | -5.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 23,537 | 641 | 0.0% | — | 46 | +23,537 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 21,243 | 579 | 0.01% | 0.01% | 47 | -8 | -0.04% | Q1 2026 | Apr 20, 2026 |
| STRS OHIO | History | No change | 20,500 | 559 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 20,087 | 547 | 0.0% | 0.0% | 49 | -14,815 | -42.45% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 18,481 | 512 | 0.03% | — | 50 | +18,481 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,232 | 469 | 0.0% | 0.0% | 51 | -1,368 | -7.35% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 16,300 | 435 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 15,706 | 428 | 0.0% | 0.0% | 53 | -7,154 | -31.29% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | No change | 15,017 | 409 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | No change | 13,243 | 361 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | No change | 12,600 | 343 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,356 | 336 | 0.0% | 0.0% | 57 | -5,423 | -30.5% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,065 | 329 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | New | 11,784 | 321 | 0.01% | — | 59 | +11,784 | New | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 11,537 | 314 | 0.0% | 0.0% | 60 | -526 | -4.36% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,882 | 296 | 0.0% | — | 61 | +10,882 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,000 | 272 | 0.0% | — | 62 | +10,000 | New | Q1 2026 | Apr 20, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 9,524 | 259 | 0.0% | 0.0% | 63 | +2,149 | 29.14% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 9,230 | 251 | 0.0% | — | 64 | +9,230 | New | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 9,078 | 248 | 0.0% | — | 65 | +9,078 | New | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 8,819 | 240 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ELCO Management Co., LLC | History | No change | 8,037 | 219 | 0.11% | 0.13% | 67 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 7,979 | 217 | 0.02% | — | 68 | +7,979 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,952 | 216 | 0.02% | — | 69 | +7,952 | New | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (US) LLC | History | New | 7,627 | 207 | 0.02% | — | 70 | +7,627 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,155 | 195 | 0.0% | 0.0% | 71 | +1,726 | 31.79% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,006 | 163 | 0.0% | 0.0% | 72 | +1,749 | 41.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,234 | 140 | 0.0% | 0.0% | 73 | -3,116 | -37.32% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 4,600 | 125 | 0.0% | 0.0% | 74 | +2,400 | 109.09% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 4,612 | 125 | 0.0% | 0.0% | 75 | +468 | 11.29% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 3,464 | 94 | 0.0% | 0.0% | 76 | +22 | 0.64% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,141 | 85 | 0.0% | — | 77 | +3,141 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,739 | 74 | 0.0% | 0.0% | 78 | -984 | -26.43% | Q1 2026 | May 12, 2026 |
| Copeland Capital Management, LLC | History | Added to | 2,401 | 65 | 0.0% | 0.0% | 79 | +86 | 3.71% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,880 | 51 | 0.0% | 0.0% | 80 | -6 | -0.32% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,769 | 48 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 1,596 | 43 | 0.0% | 0.0% | 82 | +1,383 | 649.3% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Added to | 1,108 | 30 | 0.0% | 0.0% | 83 | +313 | 39.37% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,047 | 28 | 0.0% | 0.0% | 84 | +636 | 154.74% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,019 | 27 | 0.0% | 0.0% | 85 | -44 | -4.14% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 906 | 24 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 851 | 23 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 707 | 19 | 0.0% | 0.0% | 88 | +143 | 25.35% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 670 | 18 | 0.0% | 0.0% | 89 | +1 | 0.15% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 653 | 17 | 0.0% | 0.0% | 90 | -210 | -24.33% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 568 | 15 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 425 | 11 | 0.0% | 0.0% | 92 | -103 | -19.51% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 214 | 6 | 0.0% | 0.0% | 93 | -58 | -21.32% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 202 | 5 | 0.0% | 0.0% | 94 | +161 | 392.68% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 180 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 175 | 4 | 0.0% | 0.0% | 96 | +31 | 21.53% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 121 | 3 | 0.0% | — | 98 | +121 | New | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 81 | 2 | 0.0% | — | 101 | +80 | 8000.0% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 78 | 2 | 0.0% | — | 100 | +72 | 1200.0% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 106 | 2 | 0.0% | 0.0% | 102 | -72 | -40.45% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Added to | 94 | 2 | 0.0% | — | 99 | +60 | 176.47% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| IFP Advisors, Inc | History | No change | 52 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -167,925 | -100.0% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -96,937 | -100.0% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -52,504 | -100.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,010 | -100.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,954 | -100.0% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -12,200 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,317 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,391 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,691 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 29 | 0 | — | — | — | +24 | 480.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 19 | 0 | — | — | — | +9 | 90.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |