DaveManuel.com · Institutional Ownership · Who Owns It
INVESTAR HOLDING CORP (ISTR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
122
Reporting holders
$241.1M
Reported value
58.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+11
Holder change
Institutions report 8,070,931 shares against 13,777,026 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $37.6M | 1,256,649 | 0.00% | 8q | +13.9%+$4.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 545,555 | 0.00% | 2q | -7.3%-$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $15.5M | 516,506 | 0.00% | 31q | +18.1%+$2.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 331,684 | 0.00% | 31q | +10.5%+$946.5K |
| Fourthstone LLC | $9.7M | 322,428 | 6.88% | 5q | -61.0%-$15.1M |
| BANC FUNDS CO LLC | $9.2M | 306,896 | 1.52% | 31q | HELD |
| ROYCE & ASSOCIATES LP | $8.8M | 292,086 | 0.07% | 31q | HELD |
| CITADEL ADVISORS LLC | $8.0M | 267,398 | 0.00% | 2q | +437.6%+$6.5M |
| STATE STREET CORP | $7.9M | 262,939 | 0.00% | 31q | +48.5%+$2.6M |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 285,225 | 0.00% | 26q | -28.9%-$3.2M |
| TWO SIGMA INVESTMENTS, LP | $7.3M | 244,626 | 0.01% | 8q | +888.9%+$6.6M |
| Texas Capital Bank Wealth Management Services Inc | $5.1M | 168,779 | 0.27% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.8M | 161,787 | 0.00% | 10q | -0.9%-$44.5K |
| MALTESE CAPITAL MANAGEMENT LLC | $4.8M | 160,900 | 0.88% | 31q | +2.5%+$116.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 154,581 | 0.00% | 2q | +8.9%+$379.3K |
| MORGAN STANLEY | $4.6M | 152,895 | 0.00% | 35q | +66.8%+$1.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.2M | 139,386 | 0.07% | 23q | -1.7%-$71.6K |
| RENAISSANCE TECHNOLOGIES LLC | $3.9M | 131,675 | 0.01% | 31q | +25.1%+$791.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.9M | 130,677 | 0.07% | 25q | -4.2%-$170.4K |
| Qube Research & Technologies Ltd | $3.9M | 130,173 | 0.00% | 6q | +103.0%+$2.0M |
| NORTHERN TRUST CORP | $3.7M | 122,552 | 0.00% | 31q | +6.6%+$228.3K |
| GOLDMAN SACHS GROUP INC | $2.8M | 95,093 | 0.00% | 28q | +73.3%+$1.2M |
| JPMORGAN CHASE & CO | $2.8M | 92,273 | 0.00% | 11q | +1663.0%+$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $2.5M | 82,652 | 0.00% | 2q | +6.4%+$148.2K |
| AMERICAN CENTURY COMPANIES INC | $2.4M | 79,251 | 0.00% | 10q | -18.5%-$539.9K |
| HighTower Advisors, LLC | $2.2M | 74,408 | 0.00% | 28q | -64.9%-$4.1M |
| Invesco Ltd. | $2.2M | 72,010 | 0.00% | 4q | +524.2%+$1.8M |
| Kestra Advisory Services, LLC | $2.1M | 71,091 | 0.01% | 2q | -3.9%-$86.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 70,668 | 0.00% | 8q | +17.0%+$306.9K |
| Empowered Funds, LLC | $2.1M | 69,612 | 0.01% | 13q | +7.6%+$147.1K |
| XTX Topco Ltd | $1.8M | 60,614 | 0.02% | new | NEW |
| HSBC HOLDINGS PLC | $1.7M | 57,802 | 0.00% | 28q | +14.7%+$221.4K |
| MENDON CAPITAL ADVISORS CORP | $1.7M | 57,740 | 0.61% | 4q | +51.8%+$590.3K |
| Glass Wealth Management Co LLC | $1.5M | 49,903 | 0.50% | 2q | -25.1%-$499.8K |
| Bank of New York Mellon Corp | $1.4M | 45,920 | 0.00% | 11q | -62.7%-$2.3M |
| D. E. Shaw & Co., Inc. | $1.4M | 45,300 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 42,195 | 0.00% | 4q | +57.3%+$460.7K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1.3M | 41,805 | 0.12% | 31q | HELD |
| Squarepoint Ops LLC | $1.2M | 40,702 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.2M | 40,686 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 39,191 | 0.00% | 9q | +8.8%+$95.0K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.0M | 34,451 | 0.05% | 2q | +86.4%+$478.5K |
| SEI INVESTMENTS CO | $947.5K | 31,624 | 0.00% | 3q | -51.6%-$1.0M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $913.8K | 30,499 | 0.00% | 10q | -20.0%-$229.1K |
| Quadrature Capital Ltd | $814.1K | 27,174 | 0.01% | new | NEW |
| True North Advisors, LLC | $811.7K | 27,092 | 0.08% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $746.4K | 24,912 | 0.00% | 15q | +3.9%+$28.2K |
| Schonfeld Strategic Advisors LLC | $721.3K | 24,074 | 0.00% | new | NEW |
| Trexquant Investment LP | $712.8K | 23,793 | 0.00% | new | NEW |
| Integrated Quantitative Investments LLC | $674.2K | 22,503 | 0.11% | 3q | -33.0%-$331.9K |
| BARCLAYS PLC | $670.3K | 22,373 | 0.00% | 31q | +11.4%+$68.5K |
| UBS Group AG | $662.4K | 22,110 | 0.00% | 16q | +379.4%+$524.2K |
| MILLENNIUM MANAGEMENT LLC | $633.6K | 21,149 | 0.00% | 2q | -10.1%-$71.5K |
| RITHOLTZ WEALTH MANAGEMENT | $629.4K | 21,009 | 0.01% | 10q | -1.1%-$7.0K |
| Nuveen, LLC | $599.7K | 20,017 | 0.00% | 6q | +33.3%+$149.8K |
| Point72 Asset Management, L.P. | $558.5K | 18,641 | 0.00% | 2q | +71.3%+$232.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $548.4K | 18,305 | 0.00% | 4q | +6.2%+$32.1K |
| Engineers Gate Manager LP | $545.4K | 18,204 | 0.01% | new | NEW |
| ELCO Management Co., LLC | $531.5K | 17,740 | 0.23% | 3q | +120.7%+$290.7K |
| Quantbot Technologies LP | $518.2K | 17,295 | 0.02% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $495.7K | 16,544 | 0.00% | 9q | +504.0%+$413.6K |
| RHUMBLINE ADVISERS | $446.1K | 14,889 | 0.00% | 13q | +56.3%+$160.7K |
| WELLS FARGO & COMPANY/MN | $423.6K | 14,140 | 0.00% | 31q | +14.4%+$53.4K |
| Cambridge Investment Research Advisors, Inc. | $420.0K | 14,032 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $410.9K | 13,716 | 0.00% | new | NEW |
| Creative Planning | $405.1K | 13,523 | 0.00% | new | NEW |
| Savant Capital, LLC | $397.1K | 13,253 | 0.00% | 9q | HELD |
| Advisory Services Network, LLC | $377.5K | 12,600 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $373.5K | 12,466 | 0.00% | 2q | +35.1%+$97.0K |
| WINTON GROUP Ltd | $366.6K | 12,235 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $361.5K | 12,065 | 0.00% | 11q | HELD |
| Geneos Wealth Management Inc. | $353.0K | 11,784 | 0.01% | 2q | HELD |
| Voleon Capital Management LP | $337.7K | 11,271 | 0.01% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $319.0K | 10,615 | 0.00% | 2q | +16.9%+$46.2K |
| Concurrent Investment Advisors, LLC | $299.6K | 10,000 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $275.0K | 9,169 | 0.00% | new | NEW |
| JAMES INVESTMENT RESEARCH, INC. | $264.2K | 8,819 | 0.03% | 3q | HELD |
| Numerai GP LLC | $239.5K | 7,994 | 0.02% | 2q | -81.4%-$1.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $229.8K | 7,670 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $219.3K | 7,320 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $214.4K | 7,155 | 0.00% | 9q | HELD |
| AXQ CAPITAL, LP | $211.8K | 7,070 | 0.02% | new | NEW |
| Sequoia Financial Advisors, LLC | $210.3K | 7,021 | 0.00% | new | NEW |
| CITIGROUP INC | $204.9K | 6,840 | 0.00% | 11q | +328.6%+$157.1K |
| Legato Capital Management LLC | $204.1K | 6,814 | 0.02% | 3q | -71.6%-$514.9K |
| Russell Investments Group, Ltd. | $199.9K | 6,672 | 0.00% | 25q | +554.8%+$169.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $176.4K | 5,887 | 0.00% | 8q | -2.0%-$3.6K |
| Vanguard Global Advisers, LLC | $154.0K | 5,141 | 0.00% | 2q | +63.7%+$59.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $137.8K | 4,600 | 0.00% | 9q | HELD |
| STRS OHIO | $104.9K | 3,500 | 0.00% | 9q | -82.9%-$509.3K |
| Police & Firemen's Retirement System of New Jersey | $104.7K | 3,496 | 0.00% | 6q | +97.6%+$51.7K |
| NewEdge Advisors, LLC | $101.9K | 3,401 | 0.00% | 15q | HELD |
| Tower Research Capital LLC (TRC) | $70.1K | 2,339 | 0.00% | 8q | +123.4%+$38.7K |
| PNC Financial Services Group, Inc. | $58.2K | 1,942 | 0.00% | 31q | +3.3%+$1.9K |
| Legal & General Group Plc | $38.3K | 1,278 | 0.00% | 9q | +15.3%+$5.1K |
| Ameritas Investment Partners, Inc. | $34.5K | 1,151 | 0.00% | 9q | +27.0%+$7.3K |
| State of Alaska, Department of Revenue | $25.0K | 851 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $24.0K | 784 | 0.00% | 27q | +266.4%+$17.4K |
| FMR LLC | $23.8K | 794 | 0.00% | 8q | +18.5%+$3.7K |
| Strategic Wealth Partners, Ltd. | $19.6K | 653 | 0.00% | 4q | HELD |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $5.3M | 184,274 | 5 | 8 | 1 | 0.0% |
| Q2 2026 | 122 | $241.1M | 8,070,931 | 24 | 50 | 28 | 0.0% |
| Q1 2026 | 111 | $208.7M | 7,664,913 | 19 | 40 | 23 | 0.0% |
| Q4 2025 | 100 | $175.3M | 6,562,147 | 12 | 37 | 31 | 0.0% |
| Q3 2025 | 95 | $146.6M | 6,323,326 | 12 | 36 | 25 | 0.0% |
| Q2 2025 | 91 | $116.7M | 6,033,517 | 6 | 32 | 26 | 0.0% |
| Q1 2025 | 86 | $105.5M | 5,989,154 | 8 | 29 | 27 | 0.0% |
| Q4 2024 | 87 | $137.8M | 6,273,150 | 5 | 28 | 28 | 0.0% |
| Q3 2024 | 82 | $118.7M | 6,116,523 | 18 | 34 | 10 | 0.0% |
| Q2 2024 | 74 | $91.2M | 5,921,120 | 18 | 23 | 16 | 0.0% |
| Q1 2024 | 62 | $91.7M | 5,606,593 | 11 | 17 | 17 | 0.0% |
| Q4 2023 | 58 | $77.5M | 5,194,788 | 7 | 20 | 13 | 0.0% |
| Q3 2023 | 56 | $55.6M | 5,252,612 | 3 | 15 | 14 | 0.0% |
| Q2 2023 | 57 | $65.6M | 5,416,230 | 6 | 13 | 23 | 0.0% |
| Q1 2023 | 61 | $79.1M | 5,653,335 | 5 | 22 | 16 | 0.0% |
| Q4 2022 | 58 | $123.6M | 5,737,965 | 7 | 9 | 26 | 0.0% |
| Q3 2022 | 52 | $115.4M | 5,800,534 | 4 | 16 | 17 | 0.0% |
| Q2 2022 | 53 | $128.6M | 5,871,066 | 5 | 8 | 22 | 0.0% |
| Q1 2022 | 54 | $117.9M | 6,175,115 | 4 | 12 | 22 | 0.0% |
| Q4 2021 | 56 | $112.5M | 6,111,909 | 7 | 15 | 19 | 0.0% |
| Q3 2021 | 55 | $126.0M | 5,720,857 | 6 | 17 | 17 | 0.0% |
| Q2 2021 | 59 | $131.3M | 5,730,984 | 19 | 9 | 22 | 0.0% |
| Q1 2021 | 55 | $120.9M | 5,872,868 | 3 | 17 | 18 | 0.0% |
| Q4 2020 | 56 | $101.2M | 6,079,128 | 3 | 21 | 12 | 0.0% |
| Q3 2020 | 53 | $76.2M | 5,943,062 | 1 | 13 | 18 | 0.0% |
| Q2 2020 | 55 | $88.3M | 6,103,516 | 6 | 21 | 11 | 0.0% |
| Q1 2020 | 59 | $825.1M | 64,624,592 | 2 | 15 | 19 | 0.0% |
| Q4 2019 | 68 | $1.6B | 68,529,988 | 10 | 26 | 11 | 0.0% |
| Q3 2019 | 60 | $212.9M | 8,947,799 | 6 | 18 | 15 | 0.0% |
| Q2 2019 | 56 | $146.2M | 6,130,040 | 7 | 24 | 8 | 0.0% |
| Q1 2019 | 55 | $123.8M | 5,452,184 | 5 | 11 | 15 | 0.0% |
| Q4 2018 | 56 | $222.2M | 8,960,277 | 1 | 1 | 1 | 0.0% |