| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 10% | $22,120,276 | 1,006,382 | Wellington Management Group LLP | 31 Jul 2025 | |||
| BlackRock, Inc. | 6.2% | $11,696,186 | 608,226 | BlackRock, Inc. | 31 Mar 2025 | |||
| Bay Pond Partners, L.P. | 5.6% | $11,909,939 | 571,678 | Bay Pond Partners, L.P. | 01 Jul 2025 |
As of 30 Sep 2025, 93 institutional investors reported holding 6,312,105 shares of Investar Holding Corp - Common Stock (ISTR). This represents 64% of the company’s total 9,866,490 outstanding shares.
The largest institutional shareholders of Investar Holding Corp - Common Stock (ISTR) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.9% | 981,638 | +10% | 0% | $22,783,829 |
| VANGUARD GROUP INC | 5.3% | 523,749 | -0.09% | 0% | $12,156,214 |
| ALLIANCEBERNSTEIN L.P. | 4.4% | 431,281 | +4.1% | 0% | $10,010,032 |
| DIMENSIONAL FUND ADVISORS LP | 4% | 391,727 | +2.3% | 0% | $9,091,873 |
| BANC FUNDS CO LLC | 3.8% | 371,102 | -23% | 1.5% | $8,613,277 |
| ROYCE & ASSOCIATES LP | 3.2% | 316,212 | -0.94% | 0.07% | $7,339,281 |
| WELLINGTON MANAGEMENT GROUP LLP | 3% | 292,098 | +41% | 0% | $6,779,595 |
| Fourthstone LLC | 2.8% | 279,847 | +826% | 1.2% | $6,495,249 |
| MALTESE CAPITAL MANAGEMENT LLC | 2.5% | 248,853 | -3.6% | 0.87% | $5,775,878 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 231,941 | +0.6% | 0% | $5,383,922 |
| ACADIAN ASSET MANAGEMENT LLC | 1.7% | 165,218 | +49% | 0.01% | $3,831,000 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.4% | 135,643 | +64% | 0.07% | $3,148,274 |
| STATE STREET CORP | 1.3% | 128,887 | +1.6% | 0% | $3,005,645 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.3% | 125,796 | -9.6% | 0.06% | $2,919,725 |
| Petiole USA ltd | 1.2% | 118,469 | -19% | 1.9% | $2,749,665 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1% | 111,410 | +91% | 0% | $2,585,826 |
| Hillsdale Investment Management Inc. | 1.1% | 111,300 | -0.89% | 0.08% | $2,583,273 |
| NORTHERN TRUST CORP | 0.93% | 91,967 | -3.9% | 0% | $2,134,553 |
| AMERICAN CENTURY COMPANIES INC | 0.88% | 87,318 | +50% | 0% | $2,026,651 |
| RENAISSANCE TECHNOLOGIES LLC | 0.69% | 67,975 | -5.2% | 0% | $1,577,700 |
| HSBC HOLDINGS PLC | 0.68% | 67,051 | +4.8% | 0% | $1,540,161 |
| MARSHALL WACE, LLP | 0.64% | 62,722 | +7.7% | 0% | $1,455,778 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.63% | 62,311 | +14% | 0% | $1,446,238 |
| Empowered Funds, LLC | 0.55% | 54,131 | -7.9% | 0.01% | $1,256,381 |
| MORGAN STANLEY | 0.54% | 53,767 | -43% | 0% | $1,247,932 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,213 | $326,332 | +$2,138 | $26.72 | 3 |
| 2025 Q3 | 6,312,105 | $146,324,477 | +$7,919,962 | $23.21 | 93 |
| 2025 Q2 | 6,023,529 | $116,460,572 | +$1,035,726 | $19.32 | 89 |
| 2025 Q1 | 5,989,216 | $105,488,150 | -$6,698,984 | $17.61 | 85 |
| 2024 Q4 | 6,273,150 | $137,782,559 | +$3,792,597 | $21.96 | 86 |
| 2024 Q3 | 6,100,106 | $118,424,529 | +$1,143,219 | $19.40 | 82 |
| 2024 Q2 | 5,909,891 | $91,011,096 | +$5,627,146 | $15.40 | 74 |
| 2024 Q1 | 5,528,145 | $90,453,627 | +$5,804,517 | $16.36 | 62 |
| 2023 Q4 | 5,179,905 | $77,240,294 | -$575,392 | $14.91 | 58 |
| 2023 Q3 | 5,252,612 | $55,630,949 | -$1,606,709 | $10.59 | 56 |
| 2023 Q2 | 5,416,229 | $65,583,340 | -$3,810,208 | $12.11 | 57 |
| 2023 Q1 | 5,628,894 | $78,573,668 | -$1,575,393 | $13.96 | 60 |
| 2022 Q4 | 5,737,965 | $123,557,318 | -$1,227,943 | $21.53 | 58 |
| 2022 Q3 | 5,801,718 | $115,460,562 | -$1,789,794 | $19.90 | 53 |
| 2022 Q2 | 5,871,013 | $128,568,131 | -$6,066,683 | $21.90 | 54 |
| 2022 Q1 | 6,175,121 | $117,878,115 | +$1,893,591 | $19.09 | 55 |
| 2021 Q4 | 6,077,218 | $111,879,110 | +$608,226 | $18.41 | 56 |
| 2021 Q3 | 5,720,863 | $125,952,132 | -$445,063 | $22.02 | 56 |
| 2021 Q2 | 5,730,933 | $131,262,137 | -$2,800,120 | $22.89 | 60 |
| 2021 Q1 | 5,877,488 | $120,996,941 | -$3,017,344 | $20.55 | 56 |
| 2020 Q4 | 5,950,931 | $98,488,752 | +$1,767,529 | $16.54 | 56 |
| 2020 Q3 | 5,945,337 | $76,219,730 | -$2,408,530 | $12.82 | 54 |
| 2020 Q2 | 6,103,722 | $88,256,612 | -$273,370 | $14.50 | 55 |
| 2020 Q1 | 6,183,917 | $78,781,656 | -$9,379,007 | $12.77 | 59 |
| 2019 Q4 | 6,472,378 | $155,046,360 | +$22,006,101 | $24.00 | 69 |
| 2019 Q3 | 5,451,706 | $129,732,954 | +$1,654,745 | $23.80 | 62 |
| 2019 Q2 | 5,374,925 | $128,172,205 | -$686,168 | $23.85 | 58 |
| 2019 Q1 | 5,453,856 | $123,853,763 | -$2,883,745 | $22.71 | 55 |
| 2018 Q4 | 5,574,751 | $138,205,227 | +$118,517 | $24.80 | 58 |
| 2018 Q3 | 5,547,698 | $148,949,109 | -$1,058,397 | $26.85 | 57 |
| 2018 Q2 | 5,586,202 | $154,451,125 | +$1,992,214 | $27.65 | 64 |
| 2018 Q1 | 5,517,842 | $140,535,194 | +$3,937,415 | $25.85 | 56 |
| 2017 Q4 | 5,375,267 | $129,546,252 | -$12,839 | $24.10 | 60 |
| 2017 Q3 | 5,375,569 | $129,536,232 | -$102,875 | $24.10 | 58 |
| 2017 Q2 | 5,383,044 | $123,273,625 | +$12,786,994 | $22.90 | 58 |
| 2017 Q1 | 4,810,180 | $105,331,000 | +$32,216,641 | $21.90 | 44 |
| 2016 Q4 | 3,328,978 | $62,087,000 | +$2,104,504 | $18.65 | 27 |
| 2016 Q3 | 3,041,518 | $46,685,000 | -$56,844 | $15.35 | 24 |
| 2016 Q2 | 3,043,779 | $46,812,000 | +$528,104 | $15.38 | 27 |
| 2016 Q1 | 3,009,018 | $44,213,000 | -$16,203 | $14.67 | 26 |
| 2015 Q4 | 2,991,822 | $52,657,000 | -$356,035 | $17.60 | 26 |
| 2015 Q3 | 3,024,387 | $46,849,000 | +$765,386 | $15.49 | 27 |
| 2015 Q2 | 2,972,825 | $45,183,040 | +$558,995 | $15.20 | 23 |
| 2015 Q1 | 2,936,101 | $50,077,420 | +$2,187,819 | $17.10 | 27 |
| 2014 Q4 | 2,807,990 | $38,891,770 | +$2,042,844 | $13.85 | 23 |
| 2014 Q3 | 2,661,450 | $35,399,660 | +$31,010,518 | $13.30 | 19 |
| 2014 Q2 | 330,000 | $4,620,000 | +$4,620,000 | $14.00 | 2 |