Investar Holding Corp - ISTR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 1,256,649 37,649 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 596,933 17,239 0.0% 0.0% 2 +80,427 15.57% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 545,555 16,344 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 398,993 11,953 2.18% 2.18% 4 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 331,684 9,939 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 12, 2026
Fourthstone LLC History No change 322,428 9,671 6.88% 6.88% 6 0 0.0% Q2 2026 Aug 14, 2026
BANC FUNDS CO LLC History No change 306,896 9,194 1.52% 1.52% 7 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 292,086 8,750 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 267,398 8,011 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 02, 2026
STATE STREET CORP History No change 262,939 7,908 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
ALLIANCEBERNSTEIN L.P. History No change 285,225 7,778 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 244,626 7,328 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Texas Capital Bank Wealth Management Services Inc History No change 168,779 5,056 0.27% 0.27% 13 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 161,787 4,847 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 154,581 4,631 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 152,895 4,580 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 139,386 4,176 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 131,675 3,944 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 130,677 3,915 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 130,173 3,899 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 122,552 3,671 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 95,093 2,848 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 92,273 2,758 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 82,652 2,476 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Added to 82,622 2,386 0.01% 0.01% 25 +11,531 16.22% Q3 2026 Nov 02, 2026
AMERICAN CENTURY COMPANIES INC History No change 79,251 2,374 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 74,408 2,229 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 72,010 2,157 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 70,668 2,117 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 69,612 2,085 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 60,614 1,815 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 57,802 1,732 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
MENDON CAPITAL ADVISORS CORP History No change 57,740 1,729 0.61% 0.61% 33 0 0.0% Q2 2026 Aug 11, 2026
Glass Wealth Management Co LLC History No change 49,903 1,441 0.45% 0.5% 34 0 0.0% Q3 2026 Oct 28, 2026
Bank of New York Mellon Corp History No change 45,920 1,375 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 45,300 1,357 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 42,195 1,264 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 40,702 1,219 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 40,686 1,218 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 41,971 1,212 0.11% 0.12% 40 +166 0.4% Q3 2026 Oct 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 39,191 1,174 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 34,451 1,032 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 31,624 947 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 30,499 913 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 27,174 814 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 06, 2026
True North Advisors, LLC History Reduced 27,060 784 0.06% 0.08% 46 -32 -0.12% Q3 2026 Oct 22, 2026
BANK OF AMERICA CORP /DE/ History No change 24,912 746 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 25,746 743 0.02% — 48 +25,746 New Q3 2026 Oct 16, 2026
Schonfeld Strategic Advisors LLC History No change 24,074 721 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 23,793 712 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History No change 22,503 674 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 22,373 670 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 22,110 662 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 22,095 638 0.0% 0.0% 54 +8,572 63.39% Q3 2026 Nov 02, 2026
MILLENNIUM MANAGEMENT LLC History No change 21,149 633 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 21,009 629 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 20,017 599 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 18,641 558 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 18,305 548 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 18,204 545 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 17,295 518 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 12, 2026
ELCO Management Co., LLC History No change 17,740 512 0.24% 0.23% 62 0 0.0% Q3 2026 Oct 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 17,644 510 0.0% 0.0% 63 +10,628 151.48% Q3 2026 Nov 02, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 16,544 495 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 14,889 446 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 14,140 423 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 13,716 410 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 13,253 397 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 12,600 377 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 12,466 373 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
WINTON GROUP Ltd History No change 12,235 366 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 12,065 361 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 11,784 353 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 06, 2026
Voleon Capital Management LP History No change 11,271 337 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,615 319 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 10,000 288 0.0% 0.0% 76 0 0.0% Q3 2026 Oct 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,169 275 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 8,819 254 0.03% 0.03% 78 0 0.0% Q3 2026 Oct 22, 2026
Numerai GP LLC History No change 7,994 239 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 7,670 229 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,320 219 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 7,155 214 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 7,070 211 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 7,021 210 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 17, 2026
Legato Capital Management LLC History No change 6,814 204 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 6,672 199 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,887 176 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 5,141 154 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,600 137 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,496 104 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 3,401 101 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Reduced 2,831 81 0.0% 0.0% 92 -4,009 -58.61% Q3 2026 Nov 04, 2026
Tower Research Capital LLC (TRC) History No change 2,339 70 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,942 58 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History Reduced 2,000 57 0.0% 0.0% 95 -1,500 -42.86% Q3 2026 Oct 30, 2026
State of Alaska, Department of Revenue History Added to 1,394 39 0.0% 0.0% 96 +543 63.81% Q3 2026 Oct 15, 2026
Legal & General Group Plc History No change 1,278 38 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,151 34 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 784 24 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 794 23 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 653 19 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 446 12 0.0% 0.0% 102 +223 100.0% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 337 10 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History New 296 8 0.01% — 104 +296 New Q3 2026 Oct 30, 2026
Sterling Capital Management LLC History Reduced 252 7 0.0% 0.0% 105 -6 -2.33% Q3 2026 Oct 22, 2026
SJS Investment Consulting Inc. History Added to 234 6 0.0% — 108 +232 11600.0% Q3 2026 Oct 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 202 6 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 203 6 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 200 5 0.0% — 111 +175 700.0% Q3 2026 Oct 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 176 5 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 24, 2026
Capital Advisors, Ltd. LLC History No change 180 5 0.0% 0.0% 110 0 0.0% Q3 2026 Oct 27, 2026
Allworth Financial LP History No change 162 4 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History Added to 108 3 0.0% 0.0% 114 +60 125.0% Q3 2026 Nov 03, 2026
1 NORTH WEALTH SERVICES LLC History No change 125 3 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Family Office, LLC History Added to 87 2 0.0% — 117 +80 1142.86% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 89 2 0.0% 0.0% 116 +49 122.5% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 87 2 0.0% 0.0% 115 +23 35.94% Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 51 1 0.0% — 120 +51 New Q3 2026 Oct 21, 2026
Essential Partners LLC History Added to 49 1 0.0% 0.0% 119 +12 32.43% Q3 2026 Oct 14, 2026
Optiver Holding B.V. History No change 34 1 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History New 21 0 — — — +21 New Q3 2026 Oct 23, 2026
Parkside Financial Bank & Trust History New 15 0 — — — +15 New Q3 2026 Oct 27, 2026
True Wealth Design, LLC History Added to 13 0 — — — +10 333.33% Q3 2026 Oct 13, 2026
GK Wealth Management LLC History New 4 0 — — — +4 New Q3 2026 Oct 09, 2026
US BANCORP \DE\ History No change 12 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 21, 2026