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ISTR — INVESTAR HOLDING CORP

Reported value held$131.06M
Funds holding (latest)33
SectorFinancials
Funds holding (Q2 2026)28
Institutional value$106.60M · 3.57M sh
New / Add / Cut / Exit3 / 21 / 3 / 1
Top-5 / Top-10 concentration67.2% / 85.9%
Institutional holdings change Accumulating +25.4% (+722.12K sh)
Institutional value change Up +37.8%

As of Q2 2026, 28 SEC-registered investment managers reported holding ISTR (INVESTAR HOLDING CORP) in their latest 13F filings, with a combined reported value of $106.60M across 3.57M shares. That is +25.4% by share count (+722.12K shares) versus the previous quarter, while reported value moved +37.8%. Ownership is concentrated: the five largest holders account for 67.2% of reported value and the top ten for 85.9%.

Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ISTR is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 28 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.26M $37.65M 0.00% Add
Geode Capital Management history 331.68K $9.94M 0.00% Add
Royce & Associates history 292.09K $8.75M 0.07% Hold
Citadel Advisors history 267.40K $8.01M 0.00% Add
Two Sigma Investments history 244.63K $7.33M 0.01% Add
Arrowstreet Capital history 161.79K $4.85M 0.00% Reduce
Morgan Stanley history 152.90K $4.58M 0.00% Add
Renaissance Technologies history 131.68K $3.94M 0.01% Add
Northern Trust Corp history 122.55K $3.67M 0.00% Add
Goldman Sachs Group history 95.09K $2.85M 0.00% Add
JPMorgan Chase & Co history 92.27K $2.76M 0.00% New
Invesco Ltd history 72.01K $2.16M 0.00% Add
BNY Mellon history 45.92K $1.38M 0.00% Reduce
D. E. Shaw & Co history 45.30K $1.36M 0.00% New
AQR Capital Management history 42.20K $1.26M 0.00% Add
Marshall Wace history 40.69K $1.22M 0.00% New
Charles Schwab Investment Management history 39.19K $1.17M 0.00% Add
Bank of America Corp history 24.91K $746.36K 0.00% Add
UBS Group AG history 22.11K $662.41K 0.00% Add
Millennium Management history 21.15K $633.62K 0.00% Reduce
Point72 Asset Management history 18.64K $558.48K 0.00% Add
Wells Fargo & Co history 14.14K $423.63K 0.00% Add
Deutsche Bank AG history 12.47K $373.48K 0.00% Add
Citigroup Inc history 6.84K $204.93K 0.00% Add
PNC Financial Services history 1.94K $58.18K 0.00% Add
Legal & General Investment Management America history 1.28K $38.29K 0.00% Add
Fidelity Management & Research (FMR) history 794 $23.78K 0.00% Add
T. Rowe Price Associates history 10.62K $319 0.00% Add

Q1 2026 — 26 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.10M $30.07M 0.00% Add
Geode Capital Management history 300.10K $8.19M 0.00% Add
Royce & Associates history 292.09K $7.97M 0.08% Reduce
Wellington Management Group history 250.80K $6.84M 0.00% Reduce
Arrowstreet Capital history 163.27K $4.45M 0.00% Add
BNY Mellon history 123.24K $3.36M 0.00% Add
Northern Trust Corp history 114.93K $3.13M 0.00% Add
Renaissance Technologies history 105.25K $2.87M 0.00% Add
Morgan Stanley history 91.64K $2.50M 0.00% Add
Goldman Sachs Group history 54.87K $1.50M 0.00% Add
Citadel Advisors history 49.74K $1.36M 0.00% New
Charles Schwab Investment Management history 36.02K $982.24K 0.00% Add
AQR Capital Management history 26.82K $731.30K 0.00% Add
Two Sigma Investments history 24.74K $674.55K 0.00% Reduce
Bank of America Corp history 23.97K $653.66K 0.00% Reduce
Millennium Management history 23.54K $641.85K 0.00% New
Wells Fargo & Co history 12.36K $336.95K 0.00% Reduce
Invesco Ltd history 11.54K $314.61K 0.00% Reduce
Point72 Asset Management history 10.88K $296.75K 0.00% New
Deutsche Bank AG history 9.23K $251.70K 0.00% New
UBS Group AG history 4.61K $125.77K 0.00% Add
PNC Financial Services history 1.88K $51.27K 0.00% Hold
Citigroup Inc history 1.60K $43.52K 0.00% Add
Legal & General Investment Management America history 1.11K $30.21K 0.00% Add
Fidelity Management & Research (FMR) history 670 $18.27K 0.00% Hold
T. Rowe Price Associates history 9.08K $248 0.00% New

Q4 2025 — 25 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 998.12K $26.67M 0.00% Add
Vanguard Group history 532.48K $14.23M 0.00% Add
Royce & Associates history 295.83K $7.90M 0.08% Reduce
Wellington Management Group history 282.43K $7.55M 0.00% Reduce
Geode Capital Management history 223.33K $5.97M 0.00% Reduce
Arrowstreet Capital history 108.82K $2.91M 0.00% Reduce
Northern Trust Corp history 87.75K $2.34M 0.00% Reduce
Morgan Stanley history 59.71K $1.60M 0.00% Add
Marshall Wace history 52.50K $1.40M 0.00% Reduce
Renaissance Technologies history 49.17K $1.31M 0.00% Reduce
Goldman Sachs Group history 39.29K $1.05M 0.00% Reduce
BNY Mellon history 36.15K $965.91K 0.00% Reduce
Two Sigma Investments history 31.36K $838.07K 0.00% Reduce
Charles Schwab Investment Management history 25.95K $693.38K 0.00% Hold
Bank of America Corp history 25.34K $677.19K 0.00% Add
AQR Capital Management history 25.33K $676.87K 0.00% Add
Prudential Financial history 18.01K $481.23K 0.00% Reduce
Wells Fargo & Co history 17.78K $475.05K 0.00% Add
Invesco Ltd history 12.06K $322.32K 0.00% Add
JPMorgan Chase & Co history 8.35K $223.11K 0.00% Reduce
UBS Group AG history 4.14K $110.73K 0.00% Reduce
PNC Financial Services history 1.89K $50.39K 0.00% Add
Legal & General Investment Management America history 795 $21.24K 0.00% Hold
Fidelity Management & Research (FMR) history 669 $17.88K 0.00% Add
Citigroup Inc history 213 $5.69K 0.00% Add

Q3 2025 — 26 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 981.64K $22.78M 0.00% Add
Vanguard Group history 523.75K $12.16M 0.00% Hold
Royce & Associates history 316.21K $7.34M 0.07% Reduce
Wellington Management Group history 292.10K $6.78M 0.00% Add
Geode Capital Management history 231.94K $5.38M 0.00% Add
Arrowstreet Capital history 111.41K $2.59M 0.00% Add
Northern Trust Corp history 91.97K $2.13M 0.00% Reduce
Renaissance Technologies history 67.97K $1.58M 0.00% Reduce
Marshall Wace history 62.72K $1.46M 0.00% Add
Morgan Stanley history 53.77K $1.25M 0.00% Reduce
Two Sigma Investments history 43.17K $1.00M 0.00% Add
Goldman Sachs Group history 42.09K $976.89K 0.00% Add
BNY Mellon history 40.20K $932.96K 0.00% Add
Charles Schwab Investment Management history 25.95K $602.30K 0.00% Reduce
Bank of America Corp history 21.63K $502.08K 0.00% Add
UBS Group AG history 21.16K $491.08K 0.00% Add
Prudential Financial history 18.48K $428.81K 0.00% Add
AQR Capital Management history 17.08K $396.36K 0.00% New
Citadel Advisors history 13.64K $316.58K 0.00% Reduce
JPMorgan Chase & Co history 11.12K $258.03K 0.00% Add
Wells Fargo & Co history 10.56K $245.02K 0.00% Add
Invesco Ltd history 9.69K $224.84K 0.00% New
PNC Financial Services history 1.88K $43.52K 0.00% Hold
Legal & General Investment Management America history 795 $18.45K 0.00% Hold
Fidelity Management & Research (FMR) history 362 $8.40K 0.00% Hold
Citigroup Inc history 106 $2.46K 0.00% Reduce

Q2 2025 — 27 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 891.42K $17.22M 0.00% Hold
Vanguard Group history 524.24K $10.13M 0.00% Hold
Royce & Associates history 319.21K $6.17M 0.06% Add
Geode Capital Management history 230.56K $4.45M 0.00% Add
Wellington Management Group history 206.60K $3.99M 0.00% Hold
Northern Trust Corp history 95.73K $1.85M 0.00% Reduce
Morgan Stanley history 94.77K $1.83M 0.00% Add
Renaissance Technologies history 71.67K $1.38M 0.00% Add
Arrowstreet Capital history 58.32K $1.13M 0.00% Reduce
Marshall Wace history 58.22K $1.12M 0.00% Add
BNY Mellon history 38.42K $742.19K 0.00% Hold
Two Sigma Investments history 35.95K $694.51K 0.00% Reduce
Millennium Management history 29.89K $577.46K 0.00% Reduce
Charles Schwab Investment Management history 27.48K $530.84K 0.00% Add
Goldman Sachs Group history 26.08K $503.88K 0.00% Reduce
Prudential Financial history 17.96K $346.99K 0.00% Add
Citadel Advisors history 17.22K $332.73K 0.00% Reduce
Bank of America Corp history 15.54K $300.25K 0.00% Reduce
Deutsche Bank AG history 13.64K $263.50K 0.00% New
Wells Fargo & Co history 9.36K $180.86K 0.00% Add
JPMorgan Chase & Co history 5.74K $110.86K 0.00% Reduce
UBS Group AG history 4.86K $93.82K 0.00% Reduce
Citigroup Inc history 3.07K $59.39K 0.00% Reduce
PNC Financial Services history 1.88K $36.23K 0.00% Hold
Legal & General Investment Management America history 795 $15.36K 0.00% Hold
Fidelity Management & Research (FMR) history 362 $6.99K 0.00% Add
Lazard Asset Management history 1.68M $1.56K 0.00% Reduce

Q1 2025 — 26 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 888.92K $15.65M 0.00% Add
Vanguard Group history 524.48K $9.24M 0.00% Hold
Geode Capital Management history 227.92K $4.01M 0.00% Add
Royce & Associates history 212.67K $3.75M 0.04% Reduce
Wellington Management Group history 206.60K $3.64M 0.00% Reduce
Arrowstreet Capital history 123.15K $2.17M 0.00% Reduce
Northern Trust Corp history 98.90K $1.74M 0.00% Reduce
Morgan Stanley history 86.53K $1.52M 0.00% Reduce
Renaissance Technologies history 64.17K $1.13M 0.00% Add
BNY Mellon history 38.31K $674.58K 0.00% Add
Two Sigma Investments history 37.20K $655.16K 0.00% Add
Marshall Wace history 33.77K $594.69K 0.00% New
Millennium Management history 31.52K $555.15K 0.00% Add
Citadel Advisors history 29.43K $518.23K 0.00% New
Goldman Sachs Group history 28.43K $500.69K 0.00% Reduce
Charles Schwab Investment Management history 25.78K $453.95K 0.00% Hold
Bank of America Corp history 16.46K $289.84K 0.00% Add
JPMorgan Chase & Co history 13.00K $228.95K 0.00% Reduce
Prudential Financial history 12.22K $215.23K 0.00% Add
Wells Fargo & Co history 6.93K $121.96K 0.00% Reduce
Citigroup Inc history 6.41K $112.86K 0.00% Reduce
UBS Group AG history 5.96K $105.03K 0.00% Reduce
PNC Financial Services history 1.88K $33.02K 0.00% Hold
Legal & General Investment Management America history 795 $14.00K 0.00% Hold
Fidelity Management & Research (FMR) history 235 $4.14K 0.00% Add
Lazard Asset Management history 3.93M $3.55K 0.01% New

View all 33 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 1.26M 1.10M 998.12K 981.64K 891.42K 888.92K 843.53K 879.65K — — — — — — — — — — — —
Geode Capital Management 331.68K 300.10K 223.33K 231.94K 230.56K 227.92K 220.77K 222.05K 221.52K 111.10K 108.66K 104.76K 95.38K 99.89K 99.58K 99.21K 99.04K 101.56K 101.82K 101.92K
Royce & Associates 292.09K 292.09K 295.83K 316.21K 319.21K 212.67K 223.17K 258.61K 258.61K 258.61K 264.31K 264.31K 264.31K 270.61K 257.31K 257.31K 260.31K 262.31K 266.91K 246.70K
Citadel Advisors 267.40K 49.74K — 13.64K 17.22K 29.43K — — 11.25K — 11.96K 18.27K 22.38K 13.04K — — — — — 13.72K
Two Sigma Investments 244.63K 24.74K 31.36K 43.17K 35.95K 37.20K 23.03K 27.23K — — — — — — 9.40K 11.60K 12.38K 14.99K 17.69K 25.69K
Arrowstreet Capital 161.79K 163.27K 108.82K 111.41K 58.32K 123.15K 126.08K 123.78K 60.53K 52.76K — — — — — — — — — —
Morgan Stanley 152.90K 91.64K 59.71K 53.77K 94.77K 86.53K 89.68K 99.84K 67.65K 12.16K 12.67K 62.99K 12.54K 21.68K 119.00K 93.27K 18.98K 14.04K 13.99K 15.64K
Renaissance Technologies 131.68K 105.25K 49.17K 67.97K 71.67K 64.17K 59.88K 66.67K 30.07K 22.38K 30.88K 25.18K 18.48K 18.57K 27.07K 18.18K 17.98K 44.17K 59.48K 91.58K
Northern Trust Corp 122.55K 114.93K 87.75K 91.97K 95.73K 98.90K 101.03K 97.55K 46.70K 44.65K 45.23K 45.05K 45.31K 45.08K 44.43K 44.66K 43.41K 44.80K 45.41K 46.16K
Goldman Sachs Group 95.09K 54.87K 39.29K 42.09K 26.08K 28.43K 50.26K 38.31K 25.56K 34.86K 10.61K 10.62K 10.46K 10.32K 10.27K 10.79K 10.37K 10.39K 10.78K 10.99K
JPMorgan Chase & Co 92.27K — 8.35K 11.12K 5.74K 13.00K 23.83K 16.42K 11.23K 8.58K 2.21K — 1.50K 1.52K 1.03K 2.95K 2.44K 4.06K 8.87K 23.73K
Invesco Ltd 72.01K 11.54K 12.06K 9.69K — — — — 24.89K — — — — — — — — — — —
BNY Mellon 45.92K 123.24K 36.15K 40.20K 38.42K 38.31K 37.05K 40.80K 48.07K 22.74K 26.61K — — — — 13.16K 13.05K 12.90K 12.38K 10.21K
D. E. Shaw & Co 45.30K — — — — — — — — — — — — — — — — — — —
AQR Capital Management 42.20K 26.82K 25.33K 17.08K — — — — — — — — — — — — — — — —
Marshall Wace 40.69K — 52.50K 62.72K 58.22K 33.77K — — — — — — — — — — — — — 25.99K
Charles Schwab Investment Management 39.19K 36.02K 25.95K 25.95K 27.48K 25.78K 25.78K 26.78K 25.07K — — — — — — — — — — —
Bank of America Corp 24.91K 23.97K 25.34K 21.63K 15.54K 16.46K 9.57K 12.15K 6.07K 11.84K 3.10K 1.88K 1.88K 1.10K 11 2 1 4.83K 5.06K 5.27K
UBS Group AG 22.11K 4.61K 4.14K 21.16K 4.86K 5.96K 7.06K 7.46K 5.14K 1.46K 2.54K 211 125 1.76K 1.50K 1.56K — 383 — 663
Millennium Management 21.15K 23.54K — — 29.89K 31.52K 29.62K — 20.45K 76.42K 37.58K 43.09K 63.07K 73.91K 48.26K 61.57K 66.35K 59.65K 56.62K 68.27K

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