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Equibles

ISTR

Investar Holding Corp

Company with tickers: ISTR

CIK
1602658
CUSIP
46134L105
Shares Outstanding
13,793,585
13F Activity (30d)
11 filings 7 filers

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.

Holders: 110
Total Value: $205,151,891
Total Shares: 7,522,991
Showing 1–100 of 110 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 110 13F filers · Δ vs Dec 31, 2025
Top Holder
14.7%
Sep 2023 → Mar 2026 · range 10.3% – 18.8%
−0.7 pts
Top 5
44.6%
Sep 2023 → Mar 2026 · range 41.1% – 50.3%
−3.0 pts
Top 10
62.7%
Sep 2023 → Mar 2026 · range 59.0% – 70.7%
−4.6 pts
HHI
569
Sep 2023 → Mar 2026 · range 506 – 771
Broadly held−58

Quarterly Activity

vs Dec 31, 2025
New
22
Increased
42
Decreased
26
Sold Out
12
Unchanged
20
Holder count: +10
Institutional value: +12.8%
Shares held: +10.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large HighTower Advisors, LLC +201,917 211,918
Small Fourthstone LLC +131,397 827,389
Mega BlackRock, Inc. +104,700 1,102,825
Mega Bank of New York Mellon Corp +87,095 123,244
Mega GEODE CAPITAL MANAGEMENT, LLC +76,766 300,099

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small BANC FUNDS CO LLC −306,896 306,896
Mega ALLIANCEBERNSTEIN L.P. −53,500 401,085
Mega WELLINGTON MANAGEMENT GROUP LLP −31,630 250,797
Mega AMERICAN CENTURY COMPANIES INC −24,738 97,273
Small MALTESE CAPITAL MANAGEMENT LLC −15,138 157,000

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 588,427 $16,046,404
Mid AlTi Global, Inc. 86,568 $2,360,709
Mega VANGUARD FIDUCIARY TRUST CO 77,704 $2,118,988
Large Kestra Advisory Services, LLC 73,956 $2,016,780
Small Glass Wealth Management Co LLC 66,586 $1,815,800

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 532,484 $14,227,971
Large ACADIAN ASSET MANAGEMENT LLC 167,925 $4,486,956
Mid Hillsdale Investment Management Inc. 96,937 $2,590,156
Large MARSHALL WACE, LLP 52,504 $1,402,906
Large PRUDENTIAL FINANCIAL INC 18,010 $481,227
Filter: New 22 Increased 42 Reduced 26 Sold out 12 Unchanged 20
Showing 100 of 110
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $30,074,034 14.66% 1,102,825
Small Fourthstone LLC $22,562,898 11.00% 827,389
Mega VANGUARD CAPITAL MANAGEMENT LLC $16,046,404 7.82% 588,427
Mega DIMENSIONAL FUND ADVISORS LP $11,928,033 5.81% 437,405
Mega ALLIANCEBERNSTEIN L.P. $10,937,587 5.33% 401,085
Small BANC FUNDS CO LLC $8,369,053 4.08% 306,896
Mega GEODE CAPITAL MANAGEMENT, LLC $8,183,699 3.99% 300,099
Mid ROYCE & ASSOCIATES LP $7,965,185 3.88% 292,086
Mega WELLINGTON MANAGEMENT GROUP LLP $6,839,234 3.33% 250,797
Large HighTower Advisors, LLC $5,779,003 2.82% 211,918
Mega STATE STREET CORP $4,827,144 2.35% 177,013
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,452,400 2.17% 163,271
Small MALTESE CAPITAL MANAGEMENT LLC $4,281,389 2.09% 157,000
Mid KENNEDY CAPITAL MANAGEMENT LLC $3,866,204 1.88% 141,775
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,718,700 1.81% 136,366
Mega Bank of New York Mellon Corp Bank $3,360,861 1.64% 123,244
Mega NORTHERN TRUST CORP Bank $3,134,222 1.53% 114,933
Large RENAISSANCE TECHNOLOGIES LLC $2,870,167 1.40% 105,250
Mega AMERICAN CENTURY COMPANIES INC $2,652,634 1.29% 97,273
Mega MORGAN STANLEY $2,499,102 1.22% 91,643
Mid AlTi Global, Inc. $2,360,709 1.15% 86,568
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,118,988 1.03% 77,704
Large Kestra Advisory Services, LLC $2,016,780 0.98% 73,956
Small Glass Wealth Management Co LLC $1,815,800 0.89% 66,586
Large SEI INVESTMENTS CO $1,780,212 0.87% 65,281
Large Empowered Funds, LLC $1,764,396 0.86% 64,701
Large Qube Research & Technologies Ltd $1,748,606 0.85% 64,122
Large Connor, Clark & Lunn Investment Management Ltd. $1,647,762 0.80% 60,424
Mega GOLDMAN SACHS GROUP INC $1,496,249 0.73% 54,868
Mid MARTINGALE ASSET MANAGEMENT L P $1,438,192 0.70% 52,739
Mega HSBC HOLDINGS PLC $1,374,844 0.67% 50,416
Mega CITADEL ADVISORS LLC $1,356,463 0.66% 49,742
Small Numerai GP LLC $1,174,164 0.57% 43,057
Small STEEL GROVE CAPITAL ADVISORS, LLC $1,135,522 0.55% 41,640
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,040,241 0.51% 38,146
Small MENDON CAPITAL ADVISORS CORP $1,037,268 0.51% 38,037
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $982,238 0.48% 36,019
Small Integrated Quantitative Investments LLC $915,781 0.45% 33,582
Small True North Advisors, LLC $737,926 0.36% 27,060
Mega AQR CAPITAL MANAGEMENT LLC $731,297 0.36% 26,817
Mega TWO SIGMA INVESTMENTS, LP $674,550 0.33% 24,736
Mid Legato Capital Management LLC $654,480 0.32% 24,000
Mega BANK OF AMERICA CORP /DE/ Bank $653,661 0.32% 23,970
Mega MILLENNIUM MANAGEMENT LLC $641,853 0.31% 23,537
Mid RITHOLTZ WEALTH MANAGEMENT $579,296 0.28% 21,243
Large STRS OHIO $559,035 0.27% 20,500
Mega BARCLAYS PLC $547,771 0.27% 20,087
Mid OCCUDO QUANTITATIVE STRATEGIES LP $503,976 0.25% 18,481
Large STATE OF WISCONSIN INVESTMENT BOARD $469,916 0.23% 17,232
Large LOS ANGELES CAPITAL MANAGEMENT LLC $428,302 0.21% 15,706
Mega Nuveen, LLC $409,512 0.20% 15,017
Mid Savant Capital, LLC $361,136 0.18% 13,243
Mid Advisory Services Network, LLC $343,602 0.17% 12,600
Mega WELLS FARGO & COMPANY/MN $336,947 0.16% 12,356
Mid Stratos Wealth Partners, LTD. $329,012 0.16% 12,065
Mid Geneos Wealth Management Inc. $321,349 0.16% 11,784
Mega Invesco Ltd. $314,612 0.15% 11,537
Large Point72 Asset Management, L.P. $296,752 0.14% 10,882
Mid Concurrent Investment Advisors, LLC $272,700 0.13% 10,000
Mega RHUMBLINE ADVISERS $259,719 0.13% 9,524
Mega DEUTSCHE BANK AG\ Bank $251,702 0.12% 9,230
Mega PRICE T ROWE ASSOCIATES INC /MD/ $247,557 0.12% 9,078
Small JAMES INVESTMENT RESEARCH, INC. $240,494 0.12% 8,819
Small ELCO Management Co., LLC $219,168 0.11% 8,037
Mid MANGROVE PARTNERS IM, LLC $217,587 0.11% 7,979
Small MIRABELLA FINANCIAL SERVICES LLP $216,851 0.11% 7,952
Small Polymer Capital Management (US) LLC $207,988 0.10% 7,627
Large MetLife Investment Management, LLC $195,116 0.10% 7,155
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $163,783 0.08% 6,006
Mega JPMORGAN CHASE & CO $142,730 0.07% 5,234
Mega UBS Group AG $125,768 0.06% 4,612
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $125,442 0.06% 4,600
Large CWM, LLC $94,463 0.05% 3,464
Large NewEdge Advisors, LLC $92,608 0.05% 3,396
Mega Vanguard Global Advisers, LLC $85,655 0.04% 3,141
Mega BNP PARIBAS ARBITRAGE, SA $74,692 0.04% 2,739
Mid Copeland Capital Management, LLC $65,475 0.03% 2,401
Mega PNC FINANCIAL SERVICES GROUP, INC. $51,267 0.02% 1,880
Large Police & Firemen's Retirement System of New Jersey Pension $48,240 0.02% 1,769
Mega CITIGROUP INC $43,522 0.02% 1,596
Mega Legal & General Group Plc $30,215 0.01% 1,108
Mid Tower Research Capital LLC (TRC) $28,551 0.01% 1,047
Large Russell Investments Group, Ltd. $27,787 0.01% 1,019
Mid Ameritas Investment Partners, Inc. $24,706 0.01% 906
Mid State of Alaska, Department of Revenue $23,206 0.01% 851
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $19,279 0.01% 707
Mega FMR LLC $18,270 0.01% 670
Small Strategic Wealth Partners, Ltd. $17,807 0.01% 653
Large FEDERATED HERMES, INC. $15,489 0.01% 568
Mid Sterling Capital Management LLC $11,589 0.01% 425
Mega ROYAL BANK OF CANADA Bank $5,835 0.00% 214
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,508 0.00% 202
Small Capital Advisors, Ltd. LLC $4,908 0.00% 180
Mid GAMMA Investing LLC $4,772 0.00% 175
Micro 1 NORTH WEALTH SERVICES LLC $3,408 0.00% 125
Mid QUADRANT CAPITAL GROUP LLC $3,299 0.00% 121
Small Essential Partners LLC $2,972 0.00% 109
Mid Optiver Holding B.V. $2,890 0.00% 106
Mid Allworth Financial LP $2,563 0.00% 94
Mid SBI Securities Co., Ltd. Broker-Dealer $2,208 0.00% 81

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