Investar Holding Corp (ISTR) — Institutional Holders, Q2 2026
123 institutional investment managers reported a ISTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $240.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ISTR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- TWO SIGMA INVESTMENTSAdded · +219,890 sh+$6.6M
- CITADEL ADVISORSAdded · +217,656 sh+$6.5M
- Texas Capital Bank Wealth Management ServicesNew · +168,779 sh+$5.1M
- BlackRockAdded · +153,824 sh+$4.6M
- JPMORGAN CHASEAdded · +87,039 sh+$2.6M
Biggest sellers
- FourthstoneTrimmed · -504,961 sh-$15.1M
- WELLINGTON MANAGEMENT GROUP LLPSold out · -250,797 sh-$7.5M
- HighTower AdvisorsTrimmed · -137,510 sh-$4.1M
- ALLIANCEBERNSTEIN L.P.Trimmed · -115,860 sh-$3.5M
- AlTi GlobalSold out · -86,568 sh-$2.6M
ISTR 13F holders ranked 1–100 of 123
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 1,256,649 sh | 1,256,649 | $37.6M | <0.01% | +13.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 545,555 sh | 545,555 | $16.3M | <0.01% | -7.3% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 516,506 sh | 516,506 | $15.5M | <0.01% | +18.1% |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 331,684 sh | 331,684 | $9.9M | <0.01% | +10.5% |
| 5 | Fourthstone#5 · 322,428 sh | 322,428 | $9.7M | 6.88% | -61.0% |
| 6 | BANC FUNDS#6 · 306,896 sh | 306,896 | $9.2M | 1.52% | 0.0% |
| 7 | ROYCE & ASSOCIATES#7 · 292,086 sh | 292,086 | $8.8M | 0.07% | 0.0% |
| 8 | CITADEL ADVISORS#8 · 267,398 sh | 267,398 | $8.0M | <0.01% | +437.6% |
| 9 | STATE STREET#9 · 262,939 sh | 262,939 | $7.9M | <0.01% | +48.5% |
| 10 | ALLIANCEBERNSTEIN L.P.#10 · 285,225 sh | 285,225 | $7.8M | <0.01% | -28.9% |
| 11 | TWO SIGMA INVESTMENTS#11 · 244,626 sh | 244,626 | $7.3M | <0.01% | +888.9% |
| 12 | Texas Capital Bank Wealth Management Services#12 · 168,779 sh | 168,779 | $5.1M | 0.27% | New |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#13 · 161,787 sh | 161,787 | $4.8M | <0.01% | -0.9% |
| 14 | MALTESE CAPITAL MANAGEMENT#14 · 160,900 sh | 160,900 | $4.8M | 0.88% | +2.5% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT#15 · 154,581 sh | 154,581 | $4.6M | <0.01% | +8.9% |
| 16 | MORGAN STANLEY#16 · 152,895 sh | 152,895 | $4.6M | <0.01% | +66.8% |
| 17 | KENNEDY CAPITAL MANAGEMENT#17 · 139,386 sh | 139,386 | $4.2M | 0.07% | -1.7% |
| 18 | RENAISSANCE TECHNOLOGIES#18 · 131,675 sh | 131,675 | $3.9M | <0.01% | +25.1% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT#19 · 130,677 sh | 130,677 | $3.9M | 0.07% | -4.2% |
| 20 | Qube Research & Technologies Ltd#20 · 130,173 sh | 130,173 | $3.9M | <0.01% | +103.0% |
| 21 | NORTHERN#21 · 122,552 sh | 122,552 | $3.7M | <0.01% | +6.6% |
| 22 | GOLDMAN SACHS GROUP#22 · 95,093 sh | 95,093 | $2.8M | <0.01% | +73.3% |
| 23 | JPMORGAN CHASE#23 · 92,273 sh | 92,273 | $2.8M | <0.01% | +1663.0% |
| 24 | VANGUARD FIDUCIARY#24 · 82,652 sh | 82,652 | $2.5M | <0.01% | +6.4% |
| 25 | AMERICAN CENTURY COMPANIES#25 · 79,251 sh | 79,251 | $2.4M | <0.01% | -18.5% |
| 26 | HighTower Advisors#26 · 74,408 sh | 74,408 | $2.2M | <0.01% | -64.9% |
| 27 | Invesco Ltd.#27 · 72,010 sh | 72,010 | $2.2M | <0.01% | +524.2% |
| 28 | Kestra Advisory Services#28 · 71,091 sh | 71,091 | $2.1M | <0.01% | -3.9% |
| 29 | Connor, Clark & Lunn Investment Management Ltd.#29 · 70,668 sh | 70,668 | $2.1M | <0.01% | +17.0% |
| 30 | Empowered Funds#30 · 69,612 sh | 69,612 | $2.1M | 0.01% | +7.6% |
| 31 | XTX Topco Ltd#31 · 60,614 sh | 60,614 | $1.8M | 0.02% | New |
| 32 | HSBC PLC#32 · 57,802 sh | 57,802 | $1.7M | <0.01% | +14.7% |
| 33 | MENDON CAPITAL ADVISORS#33 · 57,740 sh | 57,740 | $1.7M | 0.61% | +51.8% |
| 34 | Glass Wealth Management#34 · 49,903 sh | 49,903 | $1.5M | 0.50% | -25.1% |
| 35 | Bank of New York Mellon#35 · 45,920 sh | 45,920 | $1.4M | <0.01% | -62.7% |
| 36 | D. E. Shaw#36 · 45,300 sh | 45,300 | $1.4M | <0.01% | New |
| 37 | AQR CAPITAL MANAGEMENT#37 · 42,195 sh | 42,195 | $1.3M | <0.01% | +57.3% |
| 38 | STEEL GROVE CAPITAL ADVISORS#38 · 41,805 sh | 41,805 | $1.3M | — | +0.4% |
| 39 | Squarepoint Ops#39 · 40,702 sh | 40,702 | $1.2M | <0.01% | New |
| 40 | MARSHALL WACE, LLP#40 · 40,686 sh | 40,686 | $1.2M | <0.01% | New |
| 41 | CHARLES SCHWAB INVESTMENT MANAGEMENT#41 · 39,191 sh | 39,191 | $1.2M | <0.01% | +8.8% |
| 42 | OCCUDO QUANTITATIVE STRATEGIES#42 · 34,451 sh | 34,451 | $1.0M | 0.05% | +86.4% |
| 43 | SEI INVESTMENTS#43 · 31,624 sh | 31,624 | $947.5K | <0.01% | -51.6% |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT#44 · 30,499 sh | 30,499 | $913.8K | <0.01% | -20.0% |
| 45 | Quadrature Capital Ltd#45 · 27,174 sh | 27,174 | $814.1K | <0.01% | New |
| 46 | True North Advisors#46 · 27,092 sh | 27,092 | $811.7K | — | +0.1% |
| 47 | BANK OF AMERICA#47 · 24,912 sh | 24,912 | $746.4K | 0.00% | +3.9% |
| 48 | Schonfeld Strategic Advisors#48 · 24,074 sh | 24,074 | $721.3K | <0.01% | New |
| 49 | Trexquant Investment#49 · 23,793 sh | 23,793 | $712.8K | <0.01% | New |
| 50 | Integrated Quantitative Investments#50 · 22,503 sh | 22,503 | $674.2K | 0.11% | -33.0% |
| 51 | BARCLAYS PLC#51 · 22,373 sh | 22,373 | $670.3K | <0.01% | +11.4% |
| 52 | UBS Group AG#52 · 22,110 sh | 22,110 | $662.4K | <0.01% | +379.4% |
| 53 | MILLENNIUM MANAGEMENT#53 · 21,149 sh | 21,149 | $633.6K | <0.01% | -10.1% |
| 54 | RITHOLTZ WEALTH MANAGEMENT#54 · 21,009 sh | 21,009 | $629.4K | <0.01% | -1.1% |
| 55 | Nuveen#55 · 20,017 sh | 20,017 | $599.7K | <0.01% | +33.3% |
| 56 | Point72 Asset Management, L.P.#56 · 18,641 sh | 18,641 | $558.5K | <0.01% | +71.3% |
| 57 | STATE OF WISCONSIN INVESTMENT BOARD#57 · 18,305 sh | 18,305 | $548.4K | <0.01% | +6.2% |
| 58 | Engineers Gate Manager#58 · 18,204 sh | 18,204 | $545.4K | <0.01% | New |
| 59 | ELCO Management#59 · 17,740 sh | 17,740 | $531.5K | — | +120.7% |
| 60 | Quantbot Technologies#60 · 17,295 sh | 17,295 | $518.2K | 0.02% | New |
| 61 | BNP PARIBAS FINANCIAL MARKETS#61 · 16,544 sh | 16,544 | $495.7K | <0.01% | +504.0% |
| 62 | RHUMBLINE ADVISERS#62 · 14,889 sh | 14,889 | $446.1K | <0.01% | +56.3% |
| 63 | WELLS FARGO & COMPANY#63 · 14,140 sh | 14,140 | $423.6K | <0.01% | +14.4% |
| 64 | VICTORY CAPITAL MANAGEMENT#64 · 13,716 sh | 13,716 | $410.9K | <0.01% | New |
| 65 | Creative Planning#65 · 13,523 sh | 13,523 | $405.1K | <0.01% | New |
| 66 | Savant Capital#66 · 13,253 sh | 13,253 | $397.1K | <0.01% | +0.1% |
| 67 | Advisory Services Network#67 · 12,600 sh | 12,600 | $377.5K | <0.01% | 0.0% |
| 68 | DEUTSCHE BANK AG\#68 · 12,466 sh | 12,466 | $373.5K | <0.01% | +35.1% |
| 69 | WINTON GROUP Ltd#69 · 12,235 sh | 12,235 | $366.6K | 0.01% | New |
| 70 | Stratos Wealth Partners, LTD.#70 · 12,065 sh | 12,065 | $361.5K | <0.01% | 0.0% |
| 71 | Geneos Wealth Management#71 · 11,784 sh | 11,784 | $353.0K | <0.01% | 0.0% |
| 72 | Voleon Capital Management#72 · 11,271 sh | 11,271 | $337.7K | <0.01% | New |
| 73 | PRICE T ROWE ASSOCIATES#73 · 10,615 sh | 10,615 | $319.0K | 0.00% | +16.9% |
| 74 | Concurrent Investment Advisors#74 · 10,000 sh | 10,000 | $299.6K | — | 0.0% |
| 75 | THRIVENT FINANCIAL FOR LUTHERANS#75 · 9,169 sh | 9,169 | $275.0K | <0.01% | New |
| 76 | JAMES INVESTMENT RESEARCH#76 · 8,819 sh | 8,819 | $264.2K | — | 0.0% |
| 77 | Numerai GP#77 · 7,994 sh | 7,994 | $239.5K | 0.02% | -81.4% |
| 78 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#78 · 7,670 sh | 7,670 | $229.8K | <0.01% | New |
| 79 | VOYA INVESTMENT MANAGEMENT#79 · 7,320 sh | 7,320 | $219.3K | <0.01% | New |
| 80 | MetLife Investment Management#80 · 7,155 sh | 7,155 | $214.4K | <0.01% | 0.0% |
| 81 | AXQ CAPITAL#81 · 7,070 sh | 7,070 | $211.8K | 0.02% | New |
| 82 | Sequoia Financial Advisors#82 · 7,021 sh | 7,021 | $210.3K | <0.01% | New |
| 83 | Cambridge Investment Research Advisors#83 · 7,016 sh | 7,016 | $210.0K | <0.01% | New |
| 84 | CITIGROUP#84 · 6,840 sh | 6,840 | $204.9K | <0.01% | +328.6% |
| 85 | Legato Capital Management#85 · 6,814 sh | 6,814 | $204.1K | 0.02% | -71.6% |
| 86 | Russell Investments Group, Ltd.#86 · 6,672 sh | 6,672 | $199.9K | <0.01% | +554.8% |
| 87 | MIRAE ASSET GLOBAL ETFS Ltd.#87 · 5,887 sh | 5,887 | $176.4K | <0.01% | -2.0% |
| 88 | Vanguard Global Advisers#88 · 5,141 sh | 5,141 | $154.0K | <0.01% | +63.7% |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND#89 · 4,600 sh | 4,600 | $137.8K | <0.01% | 0.0% |
| 90 | STRS OHIO#90 · 3,500 sh | 3,500 | $104.9K | <0.01% | -82.9% |
| 91 | Police & Firemen's Retirement System of New Jersey#91 · 3,496 sh | 3,496 | $104.7K | <0.01% | +97.6% |
| 92 | NewEdge Advisors#92 · 3,401 sh | 3,401 | $101.9K | <0.01% | New |
| 93 | Tower Research Capital (TRC)#93 · 2,339 sh | 2,339 | $70.1K | <0.01% | +123.4% |
| 94 | PNC FINANCIAL SERVICES GROUP#94 · 1,942 sh | 1,942 | $58.2K | 0.00% | +3.3% |
| 95 | Legal & General Group Plc#95 · 1,278 sh | 1,278 | $38.3K | 0.00% | +15.3% |
| 96 | Ameritas Investment Partners#96 · 1,151 sh | 1,151 | $34.5K | <0.01% | +27.0% |
| 97 | State of Alaska, Department of Revenue#97 · 851 sh | 851 | $25.0K | — | 0.0% |
| 98 | ROYAL BANK OF CANADA#98 · 784 sh | 784 | $24.0K | 0.00% | +266.4% |
| 99 | FMR#99 · 794 sh | 794 | $23.8K | 0.00% | +18.5% |
| 100 | Strategic Wealth Partners, Ltd.#100 · 653 sh | 653 | $19.6K | <0.01% | 0.0% |
Funds that sold out of ISTR in Q2 2026 (11)
Held ISTR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP250,797 sh | 250,797 | $6.8M |
| AlTi Global86,568 sh | 86,568 | $2.4M |
| MARTINGALE ASSET MANAGEMENT L P52,739 sh | 52,739 | $1.4M |
| LOS ANGELES CAPITAL MANAGEMENT15,706 sh | 15,706 | $428.3K |
| MANGROVE PARTNERS IM7,979 sh | 7,979 | $217.6K |
| MIRABELLA FINANCIAL SERVICES LLP7,952 sh | 7,952 | $216.9K |
| Polymer Capital Management (US)7,627 sh | 7,627 | $208.0K |
| Copeland Capital Management2,401 sh | 2,401 | $65.5K |
| QUADRANT CAPITAL GROUP242 sh | 242 | $52.3K |
| MAI Capital Management29 sh | 29 | $791.00 |
| Root Financial Partners24 sh | 24 | $654.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.