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Investar (ISTR) Institutional Ownership

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$30.29 +0.03 (+0.10%)
As of 08/28/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Investar (NASDAQ:ISTR)

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$86.24M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$20.78M
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ISTR Institutional Buying and Selling by Quarter

Investar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC74,408$2.23M0.0%-64.9%0.540%
8/24/2026 California State Teachers Retirement System5,273$158K0.0%+645.8%0.038%
8/21/2026 AXQ Capital LP7,070$212K0.0%N/A0.051%
8/20/2026 Susquehanna Fundamental Investments LLC7,670$230K0.0%N/A0.056%
8/19/2026 Hsbc Holdings PLC57,802$1.73M0.0%+14.7%0.420%
8/18/2026 Empowered Funds LLC69,612$2.09M0.0%N/A0.505%
8/17/2026 Bank of America Corp DE24,912$746K0.0%N/A0.181%
8/14/2026 Hsbc Holdings PLC57,802$1.73M0.0%N/A0.419%
8/14/2026 Legal & General Group Plc1,278$38K0.0%N/A0.009%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.70,668$2.12M0.0%N/A0.513%
8/12/2026 Quantbot Technologies LP17,295$518K0.0%N/A0.126%
8/7/2026 Texas Capital Bank Wealth Management Services Inc168,779$5.06M0.3%N/A1.224%
8/7/2026 BlackRock Inc.1,256,649$37.65M0.0%N/A9.110%
8/7/2026 Deutsche Bank AG12,466$373K0.0%N/A0.090%
8/6/2026 Bank of New York Mellon Corp45,920$1.38M0.0%N/A0.333%
5/19/2026 Bank of America Corp DE23,970$654K0.0%-5.4%0.174%
5/18/2026 Empowered Funds LLC64,701$1.76M0.0%+9.7%0.469%
5/14/2026 Renaissance Technologies LLC105,250$2.87M0.0%+114.0%0.763%
5/14/2026 Arrowstreet Capital Limited Partnership163,271$4.45M0.0%+50.0%1.184%
5/14/2026 Sei Investments Co.65,281$1.78M0.0%+92.0%0.473%
5/7/2026 AlTi Global Inc.86,568$2.37M0.1%N/A0.630%
5/7/2026 Dimensional Fund Advisors LP437,405$11.93M0.0%+6.5%3.183%
5/7/2026 True North Advisors LLC27,060$738K0.1%N/A0.197%
5/5/2026 Bank of New York Mellon Corp123,244$3.36M0.0%+240.9%0.897%
5/5/2026 Geneos Wealth Management Inc.11,784$321K0.0%N/A0.086%
5/1/2026 Glass Wealth Management Co LLC66,586$1.82M0.7%N/A0.485%
4/30/2026 Hsbc Holdings PLC50,416$1.37M0.0%-22.8%0.367%
4/30/2026 Kestra Advisory Services LLC73,956$2.02M0.0%N/A0.538%
3/6/2026 Hsbc Holdings PLC65,301$1.75M0.0%-2.6%0.666%
2/19/2026 Invesco Ltd.12,063$322K0.0%+24.5%0.123%
2/18/2026 Empowered Funds LLC58,955$1.58M0.0%+8.9%0.601%
2/18/2026 Wellington Management Group LLP282,427$7.55M0.0%-3.3%2.879%
2/18/2026 Bridgeway Capital Management LLC130,620$3.49M0.1%+3.8%1.331%
2/17/2026 AQR Capital Management LLC25,332$677K0.0%+48.3%0.258%
2/17/2026 Public Employees Retirement System of Ohio2,691$72K0.0%+69.1%0.027%
2/17/2026 State of Wisconsin Investment Board18,600$497K0.0%+102.2%0.190%
2/17/2026 Maltese Capital Management LLC172,138$4.60M0.8%-64.6%1.755%
2/16/2026 Squarepoint Ops LLC12,954$346K0.0%N/A0.132%
2/16/2026 Kennedy Capital Management LLC137,225$3.67M0.1%+1.2%1.399%
2/13/2026 Marshall Wace LLP52,504$1.40M0.0%-16.3%0.535%
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2/13/2026 Fourthstone LLC695,992$18.60M3.5%+148.7%7.095%
2/13/2026 Police & Firemen s Retirement System of New Jersey1,769$47K0.0%-45.4%0.018%
2/13/2026 State Street Corp134,942$3.62M0.0%+4.7%1.376%
2/13/2026 Martingale Asset Management L P41,114$1.10M0.0%+11.1%0.419%
2/13/2026 Wells Fargo & Company MN17,779$475K0.0%+68.4%0.181%
2/12/2026 Jane Street Group LLC8,317$222K0.0%-61.4%0.085%
2/12/2026 Banc Funds Co. LLC306,896$8.20M1.6%-17.3%3.128%
2/12/2026 Renaissance Technologies LLC49,175$1.31M0.0%-27.7%0.501%
2/12/2026 Dimensional Fund Advisors LP410,563$10.97M0.0%+4.8%4.185%
2/12/2026 Integrated Quantitative Investments LLC12,121$324K0.1%N/A0.124%
2/11/2026 Empowered Funds LLC58,955$1.58M0.0%+8.9%0.601%
2/11/2026 O Shaughnessy Asset Management LLC44,332$1.19M0.0%-4.0%0.452%
2/10/2026 Goldman Sachs Group Inc.39,291$1.05M0.0%-6.6%0.401%
2/10/2026 Hillsdale Investment Management Inc.96,937$2.59M0.1%-12.9%0.988%
2/9/2026 Geode Capital Management LLC223,333$5.97M0.0%-3.7%2.277%
2/9/2026 Steel Grove Capital Advisors LLC46,434$1.24M0.1%+1.0%0.473%
2/9/2026 Royce & Associates LP295,834$7.91M0.1%-6.4%3.016%
2/6/2026 Legato Capital Management LLC12,121$324K0.0%N/A0.124%
2/4/2026 ELCO Management Co. LLC8,037$215K0.1%N/A0.082%
2/2/2026 Strs Ohio20,500$548K0.0%-15.3%0.209%
1/29/2026 James Investment Research Inc.8,819$236K0.0%N/A0.090%
1/29/2026 Copeland Capital Management LLC2,315$62K0.0%-33.1%0.024%
1/26/2026CWM LLC3,442$92K0.0%+12.6%0.035%
1/23/2026 Ritholtz Wealth Management21,251$568K0.0%+14.4%0.217%
1/1/2026 JPMorgan Chase & Co.11,117$258K0.0%+93.7%0.113%
11/17/2025 Qube Research & Technologies Ltd35,518$824K0.0%+19.3%0.362%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,167$97K0.0%-16.8%0.042%
11/17/2025 Citadel Advisors LLC13,640$317K0.0%-20.8%0.139%
11/17/2025 Banc Funds Co. LLC371,102$8.61M1.5%-22.8%3.783%
11/17/2025 Bank of America Corp DE21,632$502K0.0%+39.2%0.221%
11/17/2025 Alliancebernstein L.P.431,281$10.01M0.0%+4.1%4.396%
11/14/2025 Mendon Capital Advisors Corp38,037$887K0.3%N/A0.388%
11/14/2025 Two Sigma Investments LP43,168$1.00M0.0%+20.1%0.440%
11/14/2025 Bridgeway Capital Management LLC125,796$2.92M0.1%-9.6%1.282%
11/13/2025 Kennedy Capital Management LLC135,643$3.15M0.1%+63.6%1.383%
11/13/2025 Arrowstreet Capital Limited Partnership111,410$2.59M0.0%+91.0%1.136%
11/13/2025 BNP Paribas Financial Markets3,341$78K0.0%+24.9%0.034%
11/12/2025 Barclays PLC34,623$804K0.0%-9.4%0.353%
11/12/2025 Dimensional Fund Advisors LP391,727$9.09M0.0%+2.3%3.993%
11/12/2025 Royce & Associates LP316,212$7.34M0.1%-0.9%3.223%
11/10/2025 Hillsdale Investment Management Inc.111,300$2.58M0.1%-0.9%1.135%
11/7/2025Vanguard Group Inc.523,749$12.16M0.0%-0.1%5.330%
11/7/2025 JPMorgan Chase & Co.11,117$258K0.0%+93.7%0.113%
11/6/2025 Rhumbline Advisers9,928$230K0.0%-5.0%0.101%
10/30/2025 Strs Ohio24,200$562K0.0%-6.9%0.246%
10/28/2025 Ritholtz Wealth Management18,569$431K0.0%+36.9%0.189%
10/15/2025CWM LLC3,058$71K0.0%+19.5%0.031%
8/15/2025 Tower Research Capital LLC TRC 2,899$56K0.0%+440.9%0.029%
8/15/2025 BNP Paribas Financial Markets2,675$52K0.0%-85.6%0.027%
8/15/2025 Bridgeway Capital Management LLC139,156$2.69M0.1%+0.6%1.416%
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8/15/2025 Black Maple Capital Management LP15,965$308K0.1%-67.1%0.162%
8/15/2025 Bank of America Corp DE15,541$300K0.0%-5.6%0.158%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,010$97K0.0%-9.5%0.051%
8/14/2025 Fourthstone LLC30,233$584K0.1%N/A0.308%
8/14/2025 Qube Research & Technologies Ltd29,778$575K0.0%-10.1%0.303%
8/13/2025 Marshall Wace LLP58,221$1.13M0.0%+72.4%0.592%
8/13/2025 Kennedy Capital Management LLC82,899$1.60M0.0%-9.2%0.843%
8/13/2025 Arrowstreet Capital Limited Partnership58,320$1.13M0.0%-52.6%0.593%
8/13/2025 Hsbc Holdings PLC63,970$1.28M0.0%+22.3%0.651%
8/12/2025 Prudential Financial Inc.17,960$347K0.0%+46.9%0.183%


ISTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of Investar. The most heavily invested institutionals were BlackRock Inc. ($37.65M), Fourthstone LLC ($18.60M), Vanguard Group Inc. ($12.16M), Dimensional Fund Advisors LP ($11.93M), Alliancebernstein L.P. ($10.01M), Banc Funds Co. LLC ($8.20M), and Royce & Associates LP ($7.91M).Learn more on Investar's institutional investors.

50.17% of Investar's stock is owned by institutional investors. Learn more on ISTR's institutional investor holdings.

Of the 74 institutional investors that purchased Investar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.26M), Fourthstone LLC ($446.38K), Wellington Management Group LLP ($188.82K), Texas Capital Bank Wealth Management Services Inc ($168.78K), Bank of New York Mellon Corp ($134.27K), Rhino Investment Partners Inc ($127.09K), and Connor Clark & Lunn Investment Management Ltd. ($125.45K).

Institutional investors have bought a total of 3,032,333 shares in the last 24 months. This purchase volume represents approximately $86.24M in transactions.

Of the 23 institutional investors that sold Investar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Maltese Capital Management LLC ($314.81K), Banc Funds Co. LLC ($174.01K), HighTower Advisors LLC ($137.51K), Royce & Associates LP ($23.38K), Renaissance Technologies LLC ($18.80K), Hsbc Holdings PLC ($16.64K), and Hillsdale Investment Management Inc. ($15.36K).

Institutional investors have sold a total of 778,804 shares in the last 24 months. This volume of shares sold represents approximately $20.78M in transactions.



Institutional ownership data for NASDAQ:ISTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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