ISTR · Investar Holding Corp

$30.29 +0.03 (+0.10%) At close · Aug 28

Russell 2000 member Rebalance outlook locked

Market Cap

$416.89M

13.78M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 121

Total Value: $240,865,133

Total Shares: 8,039,560

Showing 1–100 of 121 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 121 13F filers · Δ vs Mar 31, 2026

Top Holder

15.6%

+1.2 pts

Top 5

37.0%

−6.8 pts

Top 10

54.6%

−7.0 pts

HHI

484

Broadly held−68

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +10

Institutional value: +15.2%

Shares held: +4.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	+219,890	244,626
Mega CITADEL ADVISORS LLC	+217,656	267,398
Mega BlackRock, Inc.	+153,824	1,256,649
Mega JPMORGAN CHASE & CO	+87,039	92,273
Mega STATE STREET CORP	+85,926	262,939

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Fourthstone LLC	−504,961	322,428
Large HighTower Advisors, LLC	−137,510	74,408
Mega ALLIANCEBERNSTEIN L.P.	−115,860	285,225
Mega Bank of New York Mellon Corp	−77,324	45,920
Mega VANGUARD CAPITAL MANAGEMENT LLC	−42,872	545,555

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Texas Capital Bank Wealth Management Services Inc	168,779	$5,056,618
Mid XTX Topco Ltd	60,614	$1,815,995
Mega D. E. Shaw & Co., Inc.	45,300	$1,357,188
Large Squarepoint Ops LLC	40,702	$1,219,431
Large MARSHALL WACE, LLP	40,686	$1,218,952

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega WELLINGTON MANAGEMENT GROUP LLP	250,797	$6,839,234
Mid AlTi Global, Inc.	86,568	$2,360,709
Mid MARTINGALE ASSET MANAGEMENT L P	52,739	$1,438,192
Small Legato Capital Management LLC	24,000	$654,480
Large LOS ANGELES CAPITAL MANAGEMENT LLC	15,706	$428,302

Filter: New 25 Increased 53 Reduced 27 Sold out 15 Unchanged 16

Showing 100 of 121

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$37,649,201

15.63%

1,256,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	141,100	$4,227,356	11.2%	Sole
BlackRock Investment Management, LLC	41,106	$1,231,535	3.3%	Sole
BLACKROCK ADVISORS LLC	125,666	$3,764,953	10.0%	Sole
BlackRock Fund Advisors	557,486	$16,702,280	44.4%	Sole
BlackRock Institutional Trust Company, N.A.	363,265	$10,883,419	28.9%	Sole
BlackRock Japan Co. Ltd	1,477	$44,250	0.1%	Sole
Aperio Group, LLC	26,549	$795,408	2.1%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$16,344,827

6.79%

545,555

DIMENSIONAL FUND ADVISORS LP

$15,474,518

6.42%

516,506

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,641	$49,164	0.3%	Defined
DFA Australia Ltd.	3,457	$103,571	0.7%	Defined
Dimensional Ireland Ltd	21,934	$657,142	4.2%	Defined
Held directly	489,474	$14,664,641	94.8%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$9,937,252

4.13%

331,684

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	45,796	$1,372,048	13.8%	Defined
Held directly	285,888	$8,565,204	86.2%	Defined

Fourthstone LLC

$9,659,942

4.01%

322,428

BANC FUNDS CO LLC

$9,194,604

3.82%

306,896

ROYCE & ASSOCIATES LP

$8,750,896

3.63%

292,086

ALLIANCEBERNSTEIN L.P.

$8,545,341

3.55%

285,225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	285,225	$8,545,341	100.0%	Defined

CITADEL ADVISORS LLC

$8,011,243

3.33%

267,398

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	133,078	$3,987,016	49.8%	Defined
Held directly	134,320	$4,024,227	50.2%	Defined

STATE STREET CORP

$7,877,652

3.27%

262,939

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	262,939	$7,877,652	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$7,328,994

3.04%

244,626

Texas Capital Bank Wealth Management Services Inc

$5,056,618

2.10%

168,779

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$4,847,138

2.01%

161,787

MALTESE CAPITAL MANAGEMENT LLC

$4,820,563

2.00%

160,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	116,910	$3,502,623	72.7%	Defined
Malta Opportunity Fund LP	590	$17,676	0.4%	Defined
Held directly	43,400	$1,300,264	27.0%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$4,631,246

1.92%

154,581

MORGAN STANLEY

$4,580,731

1.90%

152,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,064	$31,877	0.7%	Defined
MORGAN STANLEY & CO. LLC	3,909	$117,113	2.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	137,348	$4,114,946	89.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	7,593	$227,485	5.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,981	$89,310	1.9%	Defined

KENNEDY CAPITAL MANAGEMENT LLC

$4,176,004

1.73%

139,386

RENAISSANCE TECHNOLOGIES LLC

$3,944,983

1.64%

131,675

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,915,082

1.63%

130,677

Qube Research & Technologies Ltd

$3,899,983

1.62%

130,173

NORTHERN TRUST CORP

$3,671,657

1.52%

122,552

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	120,534	$3,611,198	98.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,018	$60,459	1.6%	Other

GOLDMAN SACHS GROUP INC

$2,848,985

1.18%

95,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	19,004	$569,359	20.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	76,089	$2,279,626	80.0%	Defined

JPMORGAN CHASE & CO

$2,764,497

1.15%

92,273

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	5,480	$164,180	5.9%	Defined
J.P. Morgan Investment Management Inc.	17	$509	0.0%	Defined
J.P. Morgan Securities LLC	86,776	$2,599,808	94.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,476,253

1.03%

82,652

AMERICAN CENTURY COMPANIES INC

$2,374,359

0.99%

79,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	79,251	$2,374,359	100.0%	Defined

HighTower Advisors, LLC

$2,229,263

0.93%

74,408

Invesco Ltd.

$2,157,418

0.90%

72,010

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	1,555	$46,587	2.2%	Defined
Invesco Trust Co joint	5,034	$150,818	7.0%	Defined
Invesco Capital Management LLC	65,421	$1,960,013	90.8%	Defined

Kestra Advisory Services, LLC

$2,129,886

0.88%

71,091

Connor, Clark & Lunn Investment Management Ltd.

$2,117,213

0.88%

70,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	70,668	$2,117,213	100.0%	Sole

Empowered Funds, LLC

$2,085,575

0.87%

69,612

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	69,612	$2,085,575	100.0%	Other

XTX Topco Ltd

$1,815,995

0.75%

60,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	60,614	$1,815,995	100.0%	Defined

HSBC HOLDINGS PLC

$1,731,747

0.72%

57,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	57,802	$1,731,747	100.0%	Defined

MENDON CAPITAL ADVISORS CORP

$1,729,890

0.72%

57,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELCO Management Co., LLC	17,740	$531,490	30.7%	Sole
Hurricane Capital Partners Ltd	40,000	$1,198,400	69.3%	Sole

Glass Wealth Management Co LLC

$1,495,093

0.62%

49,903

Bank of New York Mellon Corp

$1,375,761

0.57%

45,920

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	25,385	$760,534	55.3%	Defined
The Bank of New York Mellon	20,383	$610,674	44.4%	Defined
BNY Mellon, NA joint	150	$4,494	0.3%	Defined
Held directly	2	$59	0.0%	Defined

D. E. Shaw & Co., Inc.

$1,357,188

0.56%

45,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	45,300	$1,357,188	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$1,264,158

0.52%

42,195

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	4	$119	0.0%	Other
Prism Planning Partners LLC	89	$2,666	0.2%	Other
Compound Planning, Inc.	3	$89	0.0%	Other
Arax Advisory Partners	329	$9,856	0.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	113	$3,385	0.3%	Other
Stokes Family Office, LLC	640	$19,174	1.5%	Other
Held directly	41,017	$1,228,869	97.2%	Defined

STEEL GROVE CAPITAL ADVISORS, LLC

$1,252,477

0.52%

41,805

Squarepoint Ops LLC

$1,219,431

0.51%

40,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	40,702	$1,219,431	100.0%	Defined

MARSHALL WACE, LLP

$1,218,952

0.51%

40,686

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	40,686	$1,218,952	100.0%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,174,162

0.49%

39,191

OCCUDO QUANTITATIVE STRATEGIES LP

$1,032,151

0.43%

34,451

SEI INVESTMENTS CO

$947,455

0.39%

31,624

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	31,624	$947,455	100.0%	Sole

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$913,750

0.38%

30,499

Quadrature Capital Ltd

$814,133

0.34%

27,174

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	27,174	$814,133	100.0%	Other

True North Advisors, LLC

$811,676

0.34%

27,092

BANK OF AMERICA CORP /DE/

$746,363

0.31%

24,912

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	24,912	$746,363	100.0%	Defined

Schonfeld Strategic Advisors LLC

$721,257

0.30%

24,074

Trexquant Investment LP

$712,838

0.30%

23,793

Integrated Quantitative Investments LLC

$674,189

0.28%

22,503

BARCLAYS PLC

$670,294

0.28%

22,373

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	22,142	$663,374	99.0%	Defined
BARCLAYS CAPITAL INC.	231	$6,920	1.0%	Defined

UBS Group AG

$662,415

0.28%

22,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	170	$5,093	0.8%	Defined
UBS AG	21,940	$657,322	99.2%	Defined

MILLENNIUM MANAGEMENT LLC

$633,624

0.26%

21,149

RITHOLTZ WEALTH MANAGEMENT

$629,429

0.26%

21,009

Nuveen, LLC

$599,708

0.25%

20,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	2,737	$82,000	13.7%	Defined
TEACHERS ADVISORS, LLC joint	17,280	$517,708	86.3%	Defined

Point72 Asset Management, L.P.

$558,484

0.23%

18,641

STATE OF WISCONSIN INVESTMENT BOARD

$548,417

0.23%

18,305

Engineers Gate Manager LP

$545,391

0.23%

18,204

Quantbot Technologies LP

$518,158

0.22%

17,295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	17,295	$518,158	100.0%	Sole

BNP PARIBAS ARBITRAGE, SA

$495,658

0.21%

16,544

RHUMBLINE ADVISERS

$446,074

0.19%

14,889

WELLS FARGO & COMPANY/MN

$423,632

0.18%

14,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	10,708	$320,811	75.7%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,407	$102,073	24.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$29	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	24	$719	0.2%	Defined

VICTORY CAPITAL MANAGEMENT INC

$410,931

0.17%

13,716

Creative Planning

$405,149

0.17%

13,523

Savant Capital, LLC

$397,059

0.16%

13,253

Advisory Services Network, LLC

$377,496

0.16%

12,600

DEUTSCHE BANK AG\

$373,481

0.16%

12,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	12,466	$373,481	100.0%	Defined

WINTON GROUP Ltd

$366,560

0.15%

12,235

Stratos Wealth Partners, LTD.

$361,467

0.15%

12,065

Geneos Wealth Management Inc.

$353,048

0.15%

11,784

Voleon Capital Management LP

$337,679

0.14%

11,271

PRICE T ROWE ASSOCIATES INC /MD/

$318,025

0.13%

10,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	10,615	$318,025	100.0%	Defined

Concurrent Investment Advisors, LLC

$299,600

0.12%

10,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	10,000	$299,600	100.0%	Sole

Thrivent Financial for Lutherans

$274,703

0.11%

9,169

JAMES INVESTMENT RESEARCH, INC.

$264,217

0.11%

8,819

Numerai GP LLC

$239,500

0.10%

7,994

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$229,793

0.10%

7,670

VOYA INVESTMENT MANAGEMENT LLC

$219,307

0.09%

7,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	7,320	$219,307	100.0%	Defined

MetLife Investment Management, LLC

$214,363

0.09%

7,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,155	$214,363	100.0%	Defined

AXQ CAPITAL, LP

$211,817

0.09%

7,070

Sequoia Financial Advisors, LLC

$210,349

0.09%

7,021

Cambridge Investment Research Advisors, Inc.

$210,199

0.09%

7,016

CITIGROUP INC

$204,924

0.09%

6,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	951	$28,491	13.9%	Defined
Citigroup Financial Products Inc. joint	5,889	$176,433	86.1%	Defined

Russell Investments Group, Ltd.

$199,892

0.08%

6,672

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	6,672	$199,892	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$176,374

0.07%

5,887

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,887	$176,374	100.0%	Defined

Vanguard Global Advisers, LLC

$154,024

0.06%

5,141

NEW YORK STATE COMMON RETIREMENT FUND

$137,816

0.06%

4,600

STRS OHIO

$104,860

0.04%

3,500

Police & Firemen's Retirement System of New Jersey

$104,740

0.04%

3,496

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,496	$104,740	100.0%	Defined

NewEdge Advisors, LLC

$101,893

0.04%

3,401

Tower Research Capital LLC (TRC)

$70,076

0.03%

2,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,339	$70,076	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$58,182

0.02%

1,942

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,942	$58,182	100.0%	Defined

Legal & General Group Plc

$38,288

0.02%

1,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,278	$38,288	100.0%	Defined

Ameritas Investment Partners, Inc.

$34,483

0.01%

1,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,151	$34,483	100.0%	Other

State of Alaska, Department of Revenue

$25,495

0.01%

851

FMR LLC

$23,787

0.01%

794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	586	$17,556	73.8%	Defined
STRATEGIC ADVISERS LLC	208	$6,231	26.2%	Defined

ROYAL BANK OF CANADA

$23,488

0.01%

784

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	397	$11,894	50.6%	Defined
RBC Capital Markets, LLC	387	$11,594	49.4%	Defined

Strategic Wealth Partners, Ltd.

$19,563

0.01%

653

Arax Advisory Partners

$10,096

0.00%

337

Sterling Capital Management LLC

$7,729

0.00%

258

Key facts CIK 1602658 CUSIP 46134L105 13F (30d) 104 filings 103 filers Visit website Investor relations