ISTR Institutional Ownership & Shareholders
INVESTAR HOLDING CORP (ISTR) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $239.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of ISTR tracked by InsiderSet, reporting ownership valued at approximately $37.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.67M, representing an estimated loss of -7.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ISTR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in INVESTAR HOLDING CORP (ISTR).
This page ranks the largest institutional ISTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
127
Total Reported Value
$239.54M
Largest Holder
Blackrock, Inc.
Largest Position
$37.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,256,649 | $37,649,217 | $34,670,946 | -$2,978,271 | -7.91% | |
| Vanguard Capital Management Llc | 0.00% | 545,555 | $16,344,828 | $15,051,862 | -$1,292,966 | -7.91% | |
| Dimensional Fund Advisors Lp | 0.00% | 516,506 | $15,474,503 | $14,250,401 | -$1,224,102 | -7.91% | |
| Geode Capital Management, Llc | 0.00% | 331,684 | $9,939,746 | $9,151,162 | -$788,584 | -7.93% | |
| Fourthstone Llc | 6.88% | 322,428 | $9,671,652 | $8,895,789 | -$775,863 | -8.02% | |
| Banc Funds Co Llc | 1.52% | 306,896 | $9,194,604 | $8,467,261 | -$727,343 | -7.91% | |
| Royce & Associates Lp | 0.07% | 292,086 | $8,750,897 | $8,058,653 | -$692,244 | -7.91% | |
| Citadel Advisors Llc | 0.00% | 267,398 | $8,011,244 | $7,377,511 | -$633,733 | -7.91% | |
| State Street Corp | 0.00% | 262,939 | $7,908,836 | $7,254,487 | -$654,349 | -8.27% | |
| Alliancebernstein L.P. | 0.00% | 285,225 | $7,778,086 | $7,869,358 | +$91,272 | +1.17% | |
| Two Sigma Investments, Lp | 0.01% | 244,626 | $7,328,995 | $6,749,231 | -$579,764 | -7.91% | |
| Texas Capital Bank Wealth Management Services Inc | 0.27% | 168,779 | $5,056,619 | $4,656,613 | -$400,006 | -7.91% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 161,787 | $4,847,139 | $4,463,703 | -$383,436 | -7.91% | |
| Maltese Capital Management Llc | 0.88% | 160,900 | $4,820,564 | $4,439,231 | -$381,333 | -7.91% | |
| Vanguard Portfolio Management Llc | 0.00% | 154,581 | $4,631,247 | $4,264,890 | -$366,357 | -7.91% | |
| Morgan Stanley | 0.00% | 152,895 | $4,580,742 | $4,218,373 | -$362,369 | -7.91% | |
| Kennedy Capital Management Llc | 0.07% | 139,386 | $4,176,005 | $3,845,660 | -$330,345 | -7.91% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 131,675 | $3,944,983 | $3,632,913 | -$312,070 | -7.91% |
| Bridgeway Capital Management, Llc | 0.07% | 130,677 | $3,915,083 | $3,605,378 | -$309,705 | -7.91% | |
| Qube Research & Technologies Ltd | 0.00% | 130,173 | $3,899,983 | $3,591,473 | -$308,510 | -7.91% | |
| Northern Trust Corp | 0.00% | 122,552 | $3,671,657 | $3,381,210 | -$290,447 | -7.91% | |
| Goldman Sachs Group Inc | 0.00% | 95,093 | $2,848,986 | $2,623,616 | -$225,370 | -7.91% | |
| Jpmorgan Chase & Co | 0.00% | 92,273 | $2,758,040 | $2,545,812 | -$212,228 | -7.69% | |
| Vanguard Fiduciary Trust Co | 0.00% | 82,652 | $2,476,254 | $2,280,369 | -$195,885 | -7.91% | |
| Kestra Advisory Services, Llc | 0.01% | 82,622 | $2,386,136 | $2,279,541 | -$106,595 | -4.47% | |
| American Century Companies Inc | 0.00% | 79,251 | $2,374,360 | $2,186,535 | -$187,825 | -7.91% | |
| Invesco Ltd. | 0.00% | 72,010 | $2,157,420 | $1,986,756 | -$170,664 | -7.91% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 70,668 | $2,117,213 | $1,949,730 | -$167,483 | -7.91% | |
| Empowered Funds, Llc | 0.01% | 69,612 | $2,085,576 | $1,920,595 | -$164,981 | -7.91% | |
| Xtx Topco Ltd | 0.02% | 60,614 | $1,815,995 | $1,672,340 | -$143,655 | -7.91% | |
| Hsbc Holdings Plc | 0.00% | 57,802 | $1,732,326 | $1,594,757 | -$137,569 | -7.94% | |
| Mendon Capital Advisors Corp | 0.61% | 57,740 | $1,729,890 | $1,593,047 | -$136,843 | -7.91% | |
| Glass Wealth Management Co Llc | 0.46% | 49,903 | $1,441,199 | $1,376,824 | -$64,375 | -4.47% | |
| Bank Of New York Mellon Corp | 0.00% | 45,920 | $1,375,763 | $1,266,933 | -$108,830 | -7.91% | |
| D. E. Shaw & Co., Inc. | 0.00% | 45,300 | $1,357,188 | $1,249,827 | -$107,361 | -7.91% | |
| Aqr Capital Management Llc | 0.00% | 42,195 | $1,264,164 | $1,164,160 | -$100,004 | -7.91% | |
| Squarepoint Ops Llc | 0.00% | 40,702 | $1,219,432 | $1,122,968 | -$96,464 | -7.91% | |
| Marshall Wace, Llp | 0.00% | 40,686 | $1,218,952 | $1,122,527 | -$96,425 | -7.91% | |
| Steel Grove Capital Advisors, Llc | 0.11% | 41,971 | $1,212,124 | $1,157,980 | -$54,144 | -4.47% | |
| Charles Schwab Investment Management Inc | 0.00% | 39,191 | $1,174,162 | $1,081,280 | -$92,882 | -7.91% | |
| Occudo Quantitative Strategies Lp | 0.05% | 34,451 | $1,032,152 | $950,503 | -$81,649 | -7.91% | |
| Sei Investments Co | 0.00% | 31,624 | $947,455 | $872,506 | -$74,949 | -7.91% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 30,499 | $913,750 | $841,467 | -$72,283 | -7.91% | |
| Quadrature Capital Ltd | 0.01% | 27,174 | $814,133 | $749,731 | -$64,402 | -7.91% | |
| True North Advisors, Llc | 0.06% | 27,060 | $784,740 | $746,585 | -$38,155 | -4.86% | |
| Bank Of America Corp | 0.00% | 24,912 | $746,364 | $687,322 | -$59,042 | -7.91% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 25,746 | $743,544 | $710,332 | -$33,212 | -4.47% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 24,074 | $721,256 | $664,202 | -$57,054 | -7.91% | |
| Trexquant Investment Lp | 0.00% | 23,793 | $712,838 | $656,449 | -$56,389 | -7.91% | |
| Integrated Quantitative Investments Llc | 0.11% | 22,503 | $674,190 | $620,858 | -$53,332 | -7.91% |
Frequently asked questions about ISTR
Who are the largest institutional holders of ISTR?
The largest institutional holders of ISTR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, Geode Capital Management, Llc, and Fourthstone Llc. InsiderSet ranks institutional holders by their latest reported ISTR position.
What is ISTR institutional ownership?
This page tracks ISTR positions reported by institutional investment managers through SEC Form 13F. INVESTAR HOLDING CORP (ISTR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISTR?
InsiderSet currently tracks 127 institutional managers reporting ISTR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISTR shareholders.
How much ISTR stock do institutions own?
Institutional investment managers disclosed approximately $239.54M in ISTR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISTR institutional ownership last updated?
The latest ISTR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ISTR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISTR position after the reporting date.
Are institutions buying or selling ISTR?
Institutional buying and selling can be analyzed by comparing ISTR positions across consecutive 13F reporting periods. InsiderSet's ISTR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISTR ownership changes.
How has ISTR institutional ownership changed over time?
InsiderSet tracks ISTR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.