Institutional Ownership Investar Holding Corp (ISTR)
This table provides information about the institutional ownership of Investar Holding Corp (ISTR). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
13,566
shares
|
$313,103
0.01% of portfolio
|
Q2 2025
Reduced 68.3%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,247
shares
|
$305,740
0.0% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,001
shares
|
$300,063
0.0% of portfolio
|
Q1 2025
Reduced 45.44%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,600
shares
|
$290,808
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,200
shares
|
$281,576
0.0% of portfolio
|
Q2 2025
Added 258.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,065
shares
|
$278,460
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,545
shares
|
$266,458
0.0% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
10,451
shares
|
$241,209
0.0% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$230,799
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,974
shares
|
$230,199
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,361
shares
|
$216,051
0.0% of portfolio
|
Q2 2025
Added 35.16%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
5,429
shares
|
$125,301
0.0% of portfolio
|
Q3 2024
Added 129.07%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
5,010
shares
|
$115,630
0.0% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$112,076
0.0% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,492
shares
|
$80,595
0.0% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,380
shares
|
$78,010
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,074
shares
|
$70,947
0.0% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,899
shares
|
$66,908
0.0% of portfolio
|
Q2 2025
Added 440.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,559
shares
|
$59,061
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
2,200
shares
|
$50,775
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,875
shares
|
$43,275
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
1,692
shares
|
$39,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
1,591
shares
|
$36,720
0.0% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,126
shares
|
$25,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
906
shares
|
$20,910
0.0% of portfolio
|
Q2 2024
New holding
|