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Investar (ISTR) Institutional Ownership

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$28.17 +0.38 (+1.37%)
As of 12:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Investar (NASDAQ:ISTR)

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$92.59M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$20.83M
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ISTR Institutional Buying and Selling by Quarter

Investar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2026 Allworth Financial LP140,111$4.20M0.0%+86,388.3%1.017%
11/5/2026 Ritholtz Wealth Management17,001$491K0.0%-19.1%0.123%
11/2/2026 Kestra Advisory Services LLC82,622$2.39M0.0%+16.2%0.600%
10/15/2026 State of Alaska Department of Revenue1,394$39K0.0%+63.8%0.010%
9/9/2026Sequoia Financial Advisors LLC7,021$210K0.0%N/A0.051%
9/9/2026WINTON GROUP Ltd12,235$367K0.0%N/A0.089%
9/9/2026Engineers Gate Manager LP18,204$545K0.0%N/A0.132%
9/9/2026Squarepoint Ops LLC40,702$1.22M0.0%N/A0.295%
8/26/2026HighTower Advisors LLC74,408$2.23M0.0%-64.9%0.540%
8/21/2026AXQ Capital LP7,070$212K0.0%N/A0.051%
8/20/2026Susquehanna Fundamental Investments LLC7,670$230K0.0%N/A0.056%
8/19/2026Hsbc Holdings PLC57,802$1.73M0.0%+14.7%0.420%
8/18/2026Empowered Funds LLC69,612$2.09M0.0%N/A0.505%
8/17/2026Bank of America Corp DE24,912$746K0.0%N/A0.181%
8/14/2026Hsbc Holdings PLC57,802$1.73M0.0%N/A0.419%
8/14/2026Legal & General Group Plc1,278$38K0.0%N/A0.009%
8/13/2026Connor Clark & Lunn Investment Management Ltd.70,668$2.12M0.0%N/A0.513%
8/12/2026Quantbot Technologies LP17,295$518K0.0%N/A0.126%
8/7/2026Texas Capital Bank Wealth Management Services Inc168,779$5.06M0.3%N/A1.224%
8/7/2026BlackRock 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%
5/19/2026Bank of America Corp DE23,970$654K0.0%-5.4%0.174%
5/18/2026Empowered Funds LLC64,701$1.76M0.0%+9.7%0.469%
5/14/2026Renaissance Technologies LLC105,250$2.87M0.0%+114.0%0.763%
5/14/2026Arrowstreet Capital Limited Partnership163,271$4.45M0.0%+50.0%1.184%
5/14/2026Sei Investments Co.65,281$1.78M0.0%+92.0%0.473%
5/7/2026AlTi 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%
5/5/2026Geneos 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%
4/30/2026Hsbc Holdings PLC50,416$1.37M0.0%-22.8%0.367%
4/30/2026 Kestra Advisory Services LLC73,956$2.02M0.0%N/A0.538%
3/6/2026Hsbc Holdings PLC65,301$1.75M0.0%-2.6%0.666%
2/19/2026Invesco Ltd.12,063$322K0.0%+24.5%0.123%
2/18/2026Empowered Funds LLC58,955$1.58M0.0%+8.9%0.601%
2/18/2026Wellington Management Group LLP282,427$7.55M0.0%-3.3%2.879%
2/18/2026Bridgeway Capital Management LLC130,620$3.49M0.1%+3.8%1.331%
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2/17/2026AQR Capital Management LLC25,332$677K0.0%+48.3%0.258%
2/17/2026Public Employees Retirement System of Ohio2,691$72K0.0%+69.1%0.027%
2/17/2026State of Wisconsin Investment Board18,600$497K0.0%+102.2%0.190%
2/17/2026Maltese Capital Management LLC172,138$4.60M0.8%-64.6%1.755%
2/16/2026Squarepoint Ops LLC12,954$346K0.0%N/A0.132%
2/16/2026Kennedy Capital Management LLC137,225$3.67M0.1%+1.2%1.399%
2/13/2026Marshall Wace LLP52,504$1.40M0.0%-16.3%0.535%
2/13/2026Fourthstone LLC695,992$18.60M3.5%+148.7%7.095%
2/13/2026Police & Firemen s Retirement System of New Jersey1,769$47K0.0%-45.4%0.018%
2/13/2026State Street Corp134,942$3.62M0.0%+4.7%1.376%
2/13/2026Martingale Asset Management L P41,114$1.10M0.0%+11.1%0.419%
2/13/2026Wells Fargo & Company MN17,779$475K0.0%+68.4%0.181%
2/12/2026Jane Street Group LLC8,317$222K0.0%-61.4%0.085%
2/12/2026Banc Funds Co. LLC306,896$8.20M1.6%-17.3%3.128%
2/12/2026Renaissance 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%
2/12/2026Integrated Quantitative Investments LLC12,121$324K0.1%N/A0.124%
2/11/2026Empowered Funds LLC58,955$1.58M0.0%+8.9%0.601%
2/11/2026O Shaughnessy Asset Management LLC44,332$1.19M0.0%-4.0%0.452%
2/10/2026Goldman Sachs Group Inc.39,291$1.05M0.0%-6.6%0.401%
2/10/2026Hillsdale 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%
2/9/2026Royce & Associates LP295,834$7.91M0.1%-6.4%3.016%
2/6/2026Legato 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%
1/1/2026JPMorgan Chase & Co.11,117$258K0.0%+93.7%0.113%
11/17/2025Qube Research & Technologies Ltd35,518$824K0.0%+19.3%0.362%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,167$97K0.0%-16.8%0.042%
11/17/2025Citadel Advisors LLC13,640$317K0.0%-20.8%0.139%
11/17/2025Banc Funds Co. LLC371,102$8.61M1.5%-22.8%3.783%
11/17/2025Bank of America Corp DE21,632$502K0.0%+39.2%0.221%
11/17/2025Alliancebernstein L.P.431,281$10.01M0.0%+4.1%4.396%
11/14/2025Mendon Capital Advisors Corp38,037$887K0.3%N/A0.388%
11/14/2025Two Sigma Investments LP43,168$1.00M0.0%+20.1%0.440%
11/14/2025Bridgeway Capital Management LLC125,796$2.92M0.1%-9.6%1.282%
11/13/2025Kennedy Capital Management LLC135,643$3.15M0.1%+63.6%1.383%
11/13/2025Arrowstreet Capital Limited Partnership111,410$2.59M0.0%+91.0%1.136%
11/13/2025BNP 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%
11/12/2025Royce & Associates LP316,212$7.34M0.1%-0.9%3.223%
11/10/2025Hillsdale 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%
11/7/2025JPMorgan Chase & Co.11,117$258K0.0%+93.7%0.113%
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11/6/2025Rhumbline 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%
8/15/2025Tower Research Capital LLC TRC 2,899$56K0.0%+440.9%0.029%
8/15/2025BNP Paribas Financial Markets2,675$52K0.0%-85.6%0.027%
8/15/2025Bridgeway Capital Management LLC139,156$2.69M0.1%+0.6%1.416%
8/15/2025Black Maple Capital Management LP15,965$308K0.1%-67.1%0.162%
8/15/2025Bank of America Corp DE15,541$300K0.0%-5.6%0.158%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,010$97K0.0%-9.5%0.051%


ISTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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 77 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), Allworth Financial LP ($139.95K), Bank of New York Mellon Corp ($134.27K), and Rhino Investment Partners Inc ($127.09K).

Institutional investors have bought a total of 3,247,071 shares in the last 24 months. This purchase volume represents approximately $92.59M in transactions.

Of the 22 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 780,000 shares in the last 24 months. This volume of shares sold represents approximately $20.83M in transactions.


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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 11/6/2026. New 13F filings are added each quarter as they're published.
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