Investar Holding Corp. 13F holders
122 funds reported a position in Investar Holding Corp. in their 13F for the quarter ended 30 June 2026, together 8.1 million shares worth $241.1 million. Against the quarter before, 24 opened a position, 53 added, 28 trimmed and 11 sold out; together they bought a net 409,483 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Dimensional Fund Advisors LP.
Funds holding122+11 on Q1 2026
Shares they held8.1Mworth $241.1 million
Net bought on the quarter409,483 sharesabout $12.2 million at the funds' values
Funds buying to selling77 to 39opened or added, to cut or sold
Opened 24Added 53Held 17Trimmed 28Sold out 11
What each fund did in ISTR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in ISTR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 25 reported a position in Investar Holding Corp.: 4 opened one, 9 added, 3 trimmed and 0 sold out, a net 26,004 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | +25,746 | 25,746 | new | 13F |
| Strs Ohio | -1,500 | 2,000 | trimmed | 13F |
| State of Alaska, Department of Revenue | +543 | 1,394 | added | 13F |
| Covestor Ltd | +296 | 296 | new | 13F |
| SJS Investment Consulting Inc. | +232 | 234 | added | 13F |
| Gamma Investing LLC | +223 | 446 | added | 13F |
| Farther Finance Advisors, LLC | +175 | 200 | added | 13F |
| Steel Grove Capital Advisors, LLC | +166 | 41,971 | added | 13F |
| Fortitude Family Office, LLC | +80 | 87 | added | 13F |
| True North Advisors, LLC | -32 | 27,060 | trimmed | 13F |
| IFP Advisors, Inc | +23 | 87 | added | 13F |
| Signaturefd, LLC | +21 | 21 | new | 13F |
| Parkside Financial Bank & Trust | +15 | 15 | new | 13F |
| Essential Partners LLC | +12 | 49 | added | 13F |
| True Wealth Design, LLC | +10 | 13 | added | 13F |
| Sterling Capital Management LLC | -6 | 252 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Investar Holding Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 331,684 shares worth $9.9 million, 0.0% of its reported book. In the quarter, 6 funds added or opened a position and 1 trimmed or sold out; together they bought a net 501,051 shares, about $15.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 331,684 | $9.9 million | 0.0% | +31,585 | added | 30 June 2026 | 13F |
| Citadel Advisors | 267,398 | $8.0 million | 0.0% | +217,656 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 244,626 | $7.3 million | 0.0% | +219,890 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 131,675 | $3.9 million | 0.0% | +26,425 | added | 30 June 2026 | 13F |
| Millennium Management | 21,149 | $633,624 | 0.0% | -2,388 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 18,641 | $558,484 | 0.0% | +7,759 | added | 30 June 2026 | 13F |
| FMR LLC | 794 | $23,778 | 0.0% | +124 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,256,649 | 15.57% | $37.6 million | 0.00% | +153,824 | 13F |
| Vanguard Capital Management LLC | 545,555 | 6.76% | $16.3 million | 0.00% | -42,872 | 13F |
| Dimensional Fund Advisors LP | 516,506 | 6.40% | $15.5 million | 0.00% | +79,101 | 13F |
| Geode Capital Management, LLC | 331,684 | 4.11% | $9.9 million | 0.00% | +31,585 | 13F |
| Fourthstone LLC | 322,428 | 3.99% | $9.7 million | 6.88% | -504,961 | 13F |
| Banc Funds Co. LLC | 306,896 | 3.80% | $9.2 million | 1.52% | no change | 13F |
| Royce & Associates LP | 292,086 | 3.62% | $8.8 million | 0.07% | no change | 13F |
| Citadel Advisors LLC | 267,398 | 3.31% | $8.0 million | 0.01% | +217,656 | 13F |
| State Street Corp. | 262,939 | 3.26% | $7.9 million | 0.00% | +85,926 | 13F |
| AllianceBernstein L.P. | 285,225 | 3.53% | $7.8 million | 0.00% | -115,860 | 13F |
| Two Sigma Investments, LP | 244,626 | 3.03% | $7.3 million | 0.01% | +219,890 | 13F |
| Texas Capital Bank Wealth Management Services Inc | 168,779 | 2.09% | $5.1 million | 0.27% | new | 13F |
| Arrowstreet Capital, Limited Partnership | 161,787 | 2.00% | $4.8 million | 0.00% | -1,484 | 13F |
| Maltese Capital Management LLC | 160,900 | 1.99% | $4.8 million | 0.88% | +3,900 | 13F |
| Vanguard Portfolio Management LLC | 154,581 | 1.92% | $4.6 million | 0.00% | +12,659 | 13F |
| Morgan Stanley | 152,895 | 1.89% | $4.6 million | 0.00% | +61,252 | 13F |
| Kennedy Capital Management LLC | 139,386 | 1.73% | $4.2 million | 0.07% | -2,389 | 13F |
| Renaissance Technologies LLC | 131,675 | 1.63% | $3.9 million | 0.01% | +26,425 | 13F |
| Bridgeway Capital Management, LLC | 130,677 | 1.62% | $3.9 million | 0.07% | -5,689 | 13F |
| Qube Research & Technologies Ltd | 130,173 | 1.61% | $3.9 million | 0.00% | +66,051 | 13F |
| Northern Trust Corp. | 122,552 | 1.52% | $3.7 million | 0.00% | +7,619 | 13F |
| Goldman Sachs Group Inc. | 95,093 | 1.18% | $2.8 million | 0.00% | +40,225 | 13F |
| JPMorgan Chase & Co. | 92,273 | 1.14% | $2.8 million | 0.00% | +87,039 | 13F |
| Vanguard Fiduciary Trust Co. | 82,652 | 1.02% | $2.5 million | 0.00% | +4,948 | 13F |
| American Century Companies Inc. | 79,251 | 0.98% | $2.4 million | 0.00% | -18,022 | 13F |
| HighTower Advisors, LLC | 74,408 | 0.92% | $2.2 million | 0.00% | -137,510 | 13F |
| Invesco Ltd. | 72,010 | 0.89% | $2.2 million | 0.00% | +60,473 | 13F |
| Kestra Advisory Services, LLC | 71,091 | 0.88% | $2.1 million | 0.01% | -2,865 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 70,668 | 0.88% | $2.1 million | 0.00% | +10,244 | 13F |
| Empowered Funds, LLC | 69,612 | 0.86% | $2.1 million | 0.01% | +4,911 | 13F |
| XTX Topco Ltd | 60,614 | 0.75% | $1.8 million | 0.02% | new | 13F |
| HSBC Holdings PLC | 57,802 | 0.72% | $1.7 million | 0.00% | +7,386 | 13F |
| Mendon Capital Advisors Corp. | 57,740 | 0.72% | $1.7 million | 0.61% | +19,703 | 13F |
| Glass Wealth Management Co LLC | 49,903 | 0.62% | $1.5 million | 0.50% | -16,683 | 13F |
| Bank of New York Mellon Corp | 45,920 | 0.57% | $1.4 million | 0.00% | -77,324 | 13F |
| D. E. Shaw & Co., Inc. | 45,300 | 0.56% | $1.4 million | 0.00% | new | 13F |
| AQR Capital Management LLC | 42,195 | 0.52% | $1.3 million | 0.00% | +15,378 | 13F |
| Steel Grove Capital Advisors, LLC | 41,805 | 0.52% | $1.3 million | 0.12% | +165 | 13F |
| Squarepoint Ops LLC | 40,702 | 0.50% | $1.2 million | 0.00% | new | 13F |
| Marshall Wace, LLP | 40,686 | 0.50% | $1.2 million | 0.00% | new | 13F |
| Charles Schwab Investment Management Inc. | 39,191 | 0.49% | $1.2 million | 0.00% | +3,172 | 13F |
| Occudo Quantitative Strategies LP | 34,451 | 0.43% | $1.0 million | 0.06% | +15,970 | 13F |
| Sei Investments Co. | 31,624 | 0.39% | $947,455 | 0.00% | -33,657 | 13F |
| O'shaughnessy Asset Management, LLC | 30,499 | 0.38% | $913,750 | 0.00% | -7,647 | 13F |
| Quadrature Capital Ltd | 27,174 | 0.34% | $814,133 | 0.01% | new | 13F |
| True North Advisors, LLC | 27,092 | 0.34% | $811,676 | 0.08% | +32 | 13F |
| Bank of America Corp. | 24,912 | 0.31% | $746,364 | 0.00% | +942 | 13F |
| Schonfeld Strategic Advisors LLC | 24,074 | 0.30% | $721,256 | 0.00% | new | 13F |
| Trexquant Investment LP | 23,793 | 0.29% | $712,838 | 0.00% | new | 13F |
| Integrated Quantitative Investments LLC | 22,503 | 0.28% | $674,190 | 0.11% | -11,079 | 13F |
The 50 largest of the 122 funds that reported a position in ISTR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Fourthstone LLC and 11 others | 322,428 | 2.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G/A | Wellington Management Group LLP and 7 others | 714,283 | 5.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Fourthstone LLC and 11 others | 827,389 | 6.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Bay Pond Partners, L.P. and 1 other | 517,534 | 3.8% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 7 others | 965,080 | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 700,807 | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Banc Fund IX L.P. and 7 others | 306,896 | 2.0% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 February 2026 | 13G | Fourthstone LLC and 11 others | 695,992 | 7.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
No share in Investar Holding Corp. failed to deliver at settlement on any day in the SEC's last three half-month files.