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Investar (ISTR) Institutional Ownership

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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)
36
Total
Institutional Inflows
(last 12 months)
$17.35M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.36M
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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
5/1/2025CWM LLC2,394$42K0.0%-24.3%0.024%
4/29/2025 Bank of New York Mellon Corp38,307$675K0.0%+3.4%0.390%
4/24/2025 Copeland Capital Management LLC3,001$53K0.0%+26.4%0.031%
4/21/2025 Steel Grove Capital Advisors LLC45,735$805K0.1%-11.6%0.466%
4/17/2025 Janney Montgomery Scott LLC27,383$482K0.0%-10.8%0.279%
4/17/2025 Ritholtz Wealth Management42,793$754K0.0%-27.8%0.436%
4/7/2025 GAMMA Investing LLC1,779$310K0.0%+3,194.4%0.018%
3/24/2025Wellington Management Group LLP228,877$5.03M0.0%+42.0%2.329%
2/17/2025Squarepoint Ops LLC18,720$411K0.0%+32.0%0.190%
2/17/2025Two Sigma Investments LP23,031$506K0.0%-15.4%0.234%
2/17/2025Millennium Management LLC29,625$651K0.0%N/A0.301%
2/17/2025Bridgeway Capital Management LLC145,888$3.20M0.1%+1.5%1.484%
2/17/2025Bank of America Corp DE9,571$210K0.0%-21.3%0.097%
2/17/2025BNP Paribas Financial Markets16,137$354K0.0%+12.7%0.164%
2/17/2025Ameriprise Financial Inc.17,455$383K0.0%+8.0%0.178%
2/14/2025Rhino Investment Partners Inc145,448$3.19M0.7%+383.8%1.480%
2/14/2025Northern Trust Corp101,031$2.22M0.0%+3.6%1.028%
2/14/2025Hsbc Holdings PLC31,516$695K0.0%-23.5%0.321%
2/14/2025Dimensional Fund Advisors LP341,384$7.50M0.0%+7.5%3.473%
2/14/2025Banc Funds Co. LLC522,117$11.47M1.3%-10.6%5.313%
2/13/2025Barclays PLC22,997$506K0.0%-12.0%0.234%
2/13/2025Kennedy Capital Management LLC195,125$4.29M0.1%-3.3%1.985%
2/13/2025Renaissance Technologies LLC59,875$1.32M0.0%-10.2%0.609%
2/13/2025Russell Investments Group Ltd.191,093$4.20M0.0%+55.3%1.944%
2/13/2025Wells Fargo & Company MN8,309$182K0.0%+47.8%0.085%
2/12/2025Trexquant Investment LP23,268$511K0.0%+29.6%0.237%
2/12/2025Geode Capital Management LLC220,769$4.85M0.0%-0.6%2.246%
2/12/2025Franklin Resources Inc.132,342$2.91M0.0%-30.3%1.346%
2/12/2025Alliancebernstein L.P.345,814$7.59M0.0%-0.3%3.518%
2/12/2025Wellington Management Group LLP228,877$5.03M0.0%+42.0%2.328%
2/12/2025O Shaughnessy Asset Management LLC98,293$2.16M0.0%+38.4%1.000%
2/12/2025Arrowstreet Capital Limited Partnership126,077$2.77M0.0%+1.9%1.283%
2/12/2025JPMorgan Chase & Co.23,830$523K0.0%+45.2%0.242%
2/11/2025Prudential Financial Inc.9,620$211K0.0%N/A0.098%
2/11/2025Hillsdale Investment Management Inc.92,200$2.03M0.1%+3.6%0.938%
2/11/2025American Century Companies Inc.56,063$1.23M0.0%+4.4%0.570%
2/11/2025Boston Partners43,284$951K0.0%-36.4%0.440%
2/10/2025Royce & Associates LP223,172$4.90M0.0%-13.7%2.270%
2/10/2025Connor Clark & Lunn Investment Management Ltd.41,926$921K0.0%+42.2%0.427%
2/6/2025Charles Schwab Investment Management Inc.25,778$566K0.0%-3.7%0.262%
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2/4/2025 Bank of New York Mellon Corp37,051$814K0.0%-9.2%0.377%
1/31/2025New York State Common Retirement Fund2,200$48K0.0%+100.0%0.022%
1/29/2025Savant Capital LLC12,409$273K0.0%-15.1%0.126%
1/28/2025Empowered Funds LLC54,123$1.19M0.0%+5.0%0.551%
1/24/2025 Copeland Capital Management LLC2,375$52K0.0%-19.2%0.024%
1/17/2025 Janney Montgomery Scott LLC30,715$675K0.0%-3.3%0.312%
1/15/2025 Ritholtz Wealth Management59,233$1.30M0.0%+51.7%0.603%
12/26/2024JPMorgan Chase & Co.16,417$318K0.0%+46.2%0.167%
11/27/2024Franklin Resources Inc.189,982$3.77M0.0%-5.9%1.933%
11/19/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/16/2024Geode Capital Management LLC222,054$4.31M0.0%+0.2%2.259%
11/15/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/15/2024Wellington Management Group LLP161,182$3.13M0.0%+49.6%1.640%
11/15/2024State Street Corp108,540$2.12M0.0%+5.6%1.104%
11/15/2024Hotchkis & Wiley Capital Management LLC135,850$2.64M0.0%-30.5%1.382%
11/15/2024Banc Funds Co. LLC583,925$11.33M1.2%-4.2%5.940%
11/14/2024MetLife Investment Management LLC5,429$105K0.0%+129.1%0.055%
11/13/2024BNP Paribas Financial Markets14,320$278K0.0%+851.5%0.146%
11/12/2024Charles Schwab Investment Management Inc.26,778$519K0.0%+6.8%0.272%
11/8/2024Connor Clark & Lunn Investment Management Ltd.29,481$572K0.0%N/A0.300%
11/6/2024Empowered Funds LLC51,524$1M0.0%+5.2%0.524%
11/6/2024Cornercap Investment Counsel Inc.14,031$272K0.1%N/A0.143%
10/21/2024 Copeland Capital Management LLC2,938$57K0.0%N/A0.030%
10/10/2024 Ritholtz Wealth Management39,037$757K0.0%+88.9%0.397%
8/9/2024Renaissance Technologies LLC30,075$463K0.0%+34.4%0.306%
8/9/2024Dimensional Fund Advisors LP251,235$3.87M0.0%+14.4%2.556%
8/6/2024Acadian Asset Management LLC21,456$329K0.0%N/A0.218%
8/1/2024 Rhumbline Advisers10,622$164K0.0%+2,810.1%0.108%
8/1/2024 Ritholtz Wealth Management20,670$318K0.0%+92.3%0.210%
7/26/2024 Bank of New York Mellon Corp48,073$740K0.0%+111.4%0.489%
5/28/2024Boston Partners23,188$379K0.0%+24.8%0.236%
5/16/2024Kennedy Capital Management LLC214,513$3.51M0.1%+36.3%2.182%
5/15/2024 Steel Grove Capital Advisors LLC50,961$834K0.0%-10.1%0.518%
5/13/2024O Shaughnessy Asset Management LLC30,813$504K0.0%N/A0.313%
5/11/2024Hillsdale Investment Management Inc.11,300$185K0.0%N/A0.115%
5/8/2024Russell Investments Group Ltd.99,326$1.63M0.0%+14.3%1.010%
5/7/2024Empowered Funds LLC45,558$745K0.0%+7.9%0.463%
2/13/2024Banc Funds Co. LLC609,617$9.09M0.9%+2.9%6.252%
2/9/2024Franklin Resources Inc.215,100$3.21M0.0%+18.9%2.206%
2/7/2024Boston Partners18,574$277K0.0%-44.8%0.191%
2/6/2024AJOVista LLC3,705$55K0.1%N/A0.038%
2/5/2024Russell Investments Group Ltd.86,914$1.30M0.0%-12.4%0.891%
1/24/2024 Stratos Wealth Partners LTD.12,065$180K0.0%N/A0.124%
11/14/2023Quadrature Capital Ltd10,157$107K0.0%-23.2%0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.14,061$149K0.0%N/A0.144%
11/8/2023 Janney Montgomery Scott LLC40,466$429K0.0%+231.7%0.412%
11/7/2023Barclays PLC13,166$139K0.0%+23.0%0.134%
10/27/2023River Oaks Capital LLC20,150$213K0.3%-13.5%0.205%
10/11/2023CWM LLC2,955$31K0.0%-25.2%0.030%
9/21/2023Barclays PLC10,705$130K0.0%-14.5%0.109%
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8/11/2023Hotchkis & Wiley Capital Management LLC217,700$2.64M0.0%+76.9%2.215%
8/11/2023Banc Funds Co. LLC592,699$7.18M0.8%+3.5%6.029%
8/11/2023Franklin Resources Inc.213,010$2.58M0.0%+15.5%2.167%
8/10/2023Russell Investments Group Ltd.99,195$1.20M0.0%-9.0%1.009%
8/7/2023Royce & Associates LP264,310$3.20M0.0%-2.3%2.664%
8/3/2023CWM LLC3,948$48K0.0%+96.4%0.040%
8/2/2023Fourthstone LLC974,235$11.80M3.1%-1.5%9.821%
7/27/2023EA Series Trust35,340$428K0.0%N/A0.356%
7/14/2023 Copeland Capital Management LLC2,514$30K0.0%N/A0.025%
7/13/2023 Green Square Capital Advisors LLC56,911$689K0.1%+2.6%0.574%
(Data available from 1/1/2016 forward)

ISTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTR shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Investar. The most heavily invested institutionals were Fourthstone LLC ($11.80M), Banc Funds Co. LLC ($11.47M), Alliancebernstein L.P. ($7.59M), Dimensional Fund Advisors LP ($7.50M), Wellington Management Group LLP ($5.03M), Royce & Associates LP ($4.90M), and Geode Capital Management LLC ($4.85M).Learn more on ISTR's institutional investors.

What percentage of Investar stock is owned by institutional investors?

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

Which institutional investors have been buying Investar stock?

Of the 48 institutional investors that purchased Investar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($188.82K), Rhino Investment Partners Inc ($115.39K), Hotchkis & Wiley Capital Management LLC ($94.61K), Russell Investments Group Ltd. ($80.44K), Franklin Resources Inc. ($62.80K), O Shaughnessy Asset Management LLC ($58.07K), and Kennedy Capital Management LLC ($57.18K).

How much institutional buying is happening at Investar?

Institutional investors have bought a total of 1,243,931 shares in the last 24 months. This purchase volume represents approximately $22.12M in transactions.

Which Investar major shareholders have been selling company stock?

Of the 27 institutional investors that sold Investar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($87.50K), Franklin Resources Inc. ($69.57K), Hotchkis & Wiley Capital Management LLC ($59.60K), Royce & Associates LP ($41.74K), Boston Partners ($39.89K), Russell Investments Group Ltd. ($27.35K), and Ritholtz Wealth Management ($16.44K).

How much institutional selling is happening at Investar?

Institutional investors have sold a total of 438,328 shares in the last 24 months. This volume of shares sold represents approximately $8.49M in transactions.


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This page (NASDAQ:ISTR) was last updated on 5/1/2025 by MarketBeat.com Staff
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