MORGAN STANLEY

Position in ISTR — Investar Holding Corp

CIK 895421 NEW YORK, NY

Back to ISTR Full portfolio

Position in ISTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,580,731

+$2,081,629 QoQ

Shares Held

152,895

+66.8% QoQ

Ownership

1.11%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#16

of 121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in ISTR Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. ISTR ranks #183 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in ISTR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,580,731	152,895	+66.8%	Shares	Defined	2026-08-13
2026-03-31	$2,499,102	91,643	+53.5%	Shares	Defined	2026-05-15
2025-12-31	$1,595,529	59,713	+11.1%	Shares	Defined	2026-05-27
2025-09-30	$1,247,953	53,768	-43.3%	Shares	Defined	2026-05-27
2025-06-30	$1,830,896	94,767	+9.5%	Shares	Defined	2025-08-15
2025-03-31	$1,523,879	86,535	-3.5%	Shares	Defined	2025-05-15
2024-12-31	$1,969,414	89,682	-10.2%	Shares	Defined	2025-05-15
2024-09-30	$1,936,933	99,842	+47.6%	Shares	Defined	2025-05-14
2024-06-30	$1,041,776	67,648	+456.5%	Shares	Defined	2025-05-14
2024-03-31	$198,870	12,156	-4.0%	Shares	Defined	2024-10-17
2023-12-31	$188,892	12,669	-79.9%	Shares	Defined	2024-08-16
2023-09-30	$667,030	62,987	+402.2%	Shares	Defined	2023-11-15
2023-06-30	$151,881	12,542	-42.1%	Shares	Defined	2023-08-14
2023-03-31	$302,579	21,675	-81.8%	Shares	Defined	2023-05-15
2022-12-31	$2,562,045	118,999	+27.6%	Shares	Defined	2023-02-14
2022-09-30	$1,856,150	93,274	+391.3%	Shares	Defined	2022-11-14
2022-06-30	$415,770	18,985	+35.2%	Shares	Defined	2022-10-27
2022-03-31	$268,041	14,041	+0.4%	Shares	Defined	2022-10-27
2021-12-31	$257,554	13,990	-10.5%	Shares	Defined	2022-02-14
2021-09-30	$344,303	15,636	-16.3%	Shares	Defined	2021-11-15
2021-06-30	$427,445	18,674	+42.6%	Shares	Defined	2021-08-23
2021-03-31	$269,162	13,098	-34.1%	Shares	Defined	2021-05-17
2020-12-31	$328,979	19,890	+69.9%	Shares	Defined	2021-02-16
2020-09-30	$150,044	11,704	-0.3%	Shares	Defined	2020-11-13
2020-06-30	$170,200	11,738	+7.1%	Shares	Defined	2020-08-14
2020-03-31	$139,984	10,962	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.