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Investar (ISTR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Investar (NASDAQ:ISTR)

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$17.51M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.43M
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ISTR Institutional Buying and Selling by Quarter

Investar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Hsbc Holdings PLC63,970$1.28M0.0%+22.3%0.651%
8/12/2025Prudential Financial Inc.17,960$347K0.0%+46.9%0.183%
8/12/2025American Century Companies Inc.58,404$1.13M0.0%+6.9%0.594%
8/12/2025Rhumbline Advisers10,451$202K0.0%+12.8%0.106%
8/12/2025Hillsdale Investment Management Inc.112,300$2.17M0.1%+16.6%1.142%
8/12/2025JPMorgan Chase & Co.5,738$111K0.0%-55.9%0.058%
8/11/2025 LSV Asset Management12,200$236K0.0%+258.8%0.124%
8/8/2025 Geode Capital Management LLC230,560$4.46M0.0%+1.2%2.342%
8/7/2025 Acadian Asset Management LLC110,602$2.14M0.0%+19.6%1.124%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.54,783$1.06M0.0%+9.0%0.557%
8/7/2025 Los Angeles Capital Management LLC24,855$480K0.0%N/A0.253%
8/6/2025 Savant Capital LLC13,247$256K0.0%+6.2%0.135%
7/28/2025 Ritholtz Wealth Management13,566$262K0.0%-68.3%0.138%
7/21/2025 Copeland Capital Management LLC3,492$67K0.0%+16.4%0.035%
7/17/2025 Janney Montgomery Scott LLC23,654$457K0.0%-13.6%0.240%
6/27/2025Goldman Sachs Group Inc.28,432$501K0.0%-43.4%0.289%
5/28/2025 Strs Ohio28,000$493K0.0%N/A0.284%
5/21/2025 Acadian Asset Management LLC92,454$1.63M0.0%+12.6%0.939%
5/16/2025 Empowered Funds LLC58,028$1.02M0.0%+7.2%0.589%
5/16/2025Goldman Sachs Group Inc.28,432$501K0.0%-43.4%0.289%
5/15/2025Trexquant Investment LP30,165$531K0.0%+29.6%0.306%
5/14/2025 Rhino Investment Partners Inc157,151$2.77M0.7%+8.0%1.596%
5/14/2025Hsbc Holdings PLC52,310$929K0.0%+66.0%0.531%
5/14/2025Wellington Management Group LLP206,600$3.64M0.0%-9.7%2.099%
5/13/2025American Century Companies Inc.54,647$962K0.0%-2.5%0.555%
5/13/2025 Boston Partners28,160$496K0.0%-34.9%0.286%
5/13/2025Russell Investments Group Ltd.148,825$2.62M0.0%-22.1%1.512%
5/12/2025Nuveen LLC15,017$264K0.0%N/A0.153%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.50,257$885K0.0%+19.9%0.510%
5/6/2025 Royce & Associates LP212,672$3.75M0.0%-4.7%2.165%
5/1/2025 CWM LLC2,394$42K0.0%-24.3%0.024%
4/29/2025 Bank of New York Mellon Corp38,307$675K0.0%+3.4%0.390%
4/24/2025 Copeland Capital Management LLC3,001$53K0.0%+26.4%0.031%
4/21/2025 Steel Grove Capital Advisors LLC45,735$805K0.1%-11.6%0.466%
4/17/2025 Janney Montgomery Scott LLC27,383$482K0.0%-10.8%0.279%
4/17/2025 Ritholtz Wealth Management42,793$754K0.0%-27.8%0.436%
4/7/2025 GAMMA Investing LLC1,779$310K0.0%+3,194.4%0.018%
3/24/2025Wellington Management Group LLP228,877$5.03M0.0%+42.0%2.329%
2/17/2025Squarepoint Ops LLC18,720$411K0.0%+32.0%0.190%
2/17/2025Two Sigma Investments LP23,031$506K0.0%-15.4%0.234%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
2/17/2025Millennium Management LLC29,625$651K0.0%N/A0.301%
2/17/2025Bridgeway Capital Management LLC145,888$3.20M0.1%+1.5%1.484%
2/17/2025Bank of America Corp DE9,571$210K0.0%-21.3%0.097%
2/17/2025BNP Paribas Financial Markets16,137$354K0.0%+12.7%0.164%
2/17/2025Ameriprise Financial Inc.17,455$383K0.0%+8.0%0.178%
2/14/2025 Rhino Investment Partners Inc145,448$3.19M0.7%+383.8%1.480%
2/14/2025Northern Trust Corp101,031$2.22M0.0%+3.6%1.028%
2/14/2025Hsbc Holdings PLC31,516$695K0.0%-23.5%0.321%
2/14/2025Dimensional Fund Advisors LP341,384$7.50M0.0%+7.5%3.473%
2/14/2025Banc Funds Co. LLC522,117$11.47M1.3%-10.6%5.313%
2/13/2025Barclays PLC22,997$506K0.0%-12.0%0.234%
2/13/2025Kennedy Capital Management LLC195,125$4.29M0.1%-3.3%1.985%
2/13/2025Renaissance Technologies LLC59,875$1.32M0.0%-10.2%0.609%
2/13/2025Russell Investments Group Ltd.191,093$4.20M0.0%+55.3%1.944%
2/13/2025Wells Fargo & Company MN8,309$182K0.0%+47.8%0.085%
2/12/2025Trexquant Investment LP23,268$511K0.0%+29.6%0.237%
2/12/2025 Geode Capital Management LLC220,769$4.85M0.0%-0.6%2.246%
2/12/2025Franklin Resources Inc.132,342$2.91M0.0%-30.3%1.346%
2/12/2025Alliancebernstein L.P.345,814$7.59M0.0%-0.3%3.518%
2/12/2025Wellington Management Group LLP228,877$5.03M0.0%+42.0%2.328%
2/12/2025O Shaughnessy Asset Management LLC98,293$2.16M0.0%+38.4%1.000%
2/12/2025Arrowstreet Capital Limited Partnership126,077$2.77M0.0%+1.9%1.283%
2/12/2025JPMorgan Chase & Co.23,830$523K0.0%+45.2%0.242%
2/11/2025Prudential Financial Inc.9,620$211K0.0%N/A0.098%
2/11/2025Hillsdale Investment Management Inc.92,200$2.03M0.1%+3.6%0.938%
2/11/2025American Century Companies Inc.56,063$1.23M0.0%+4.4%0.570%
2/11/2025 Boston Partners43,284$951K0.0%-36.4%0.440%
2/10/2025 Royce & Associates LP223,172$4.90M0.0%-13.7%2.270%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.41,926$921K0.0%+42.2%0.427%
2/6/2025Charles Schwab Investment Management Inc.25,778$566K0.0%-3.7%0.262%
2/4/2025 Bank of New York Mellon Corp37,051$814K0.0%-9.2%0.377%
1/31/2025New York State Common Retirement Fund2,200$48K0.0%+100.0%0.022%
1/29/2025 Savant Capital LLC12,409$273K0.0%-15.1%0.126%
1/28/2025 Empowered Funds LLC54,123$1.19M0.0%+5.0%0.551%
1/24/2025 Copeland Capital Management LLC2,375$52K0.0%-19.2%0.024%
1/17/2025 Janney Montgomery Scott LLC30,715$675K0.0%-3.3%0.312%
1/15/2025 Ritholtz Wealth Management59,233$1.30M0.0%+51.7%0.603%
12/26/2024JPMorgan Chase & Co.16,417$318K0.0%+46.2%0.167%
11/27/2024Franklin Resources Inc.189,982$3.77M0.0%-5.9%1.933%
11/19/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/16/2024 Geode Capital Management LLC222,054$4.31M0.0%+0.2%2.259%
11/15/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/15/2024Wellington Management Group LLP161,182$3.13M0.0%+49.6%1.640%
11/15/2024State Street Corp108,540$2.12M0.0%+5.6%1.104%
11/15/2024Hotchkis & Wiley Capital Management LLC135,850$2.64M0.0%-30.5%1.382%
11/15/2024Banc Funds Co. LLC583,925$11.33M1.2%-4.2%5.940%
11/14/2024MetLife Investment Management LLC5,429$105K0.0%+129.1%0.055%
11/13/2024BNP Paribas Financial Markets14,320$278K0.0%+851.5%0.146%
11/12/2024Charles Schwab Investment Management Inc.26,778$519K0.0%+6.8%0.272%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.29,481$572K0.0%N/A0.300%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
11/6/2024 Empowered Funds LLC51,524$1M0.0%+5.2%0.524%
11/6/2024 Cornercap Investment Counsel Inc.14,031$272K0.1%N/A0.143%
10/21/2024 Copeland Capital Management LLC2,938$57K0.0%N/A0.030%
10/10/2024 Ritholtz Wealth Management39,037$757K0.0%+88.9%0.397%
8/9/2024Renaissance Technologies LLC30,075$463K0.0%+34.4%0.306%
8/9/2024Dimensional Fund Advisors LP251,235$3.87M0.0%+14.4%2.556%
8/6/2024 Acadian Asset Management LLC21,456$329K0.0%N/A0.218%
8/1/2024Rhumbline Advisers10,622$164K0.0%+2,810.1%0.108%
8/1/2024 Ritholtz Wealth Management20,670$318K0.0%+92.3%0.210%
7/26/2024 Bank of New York Mellon Corp48,073$740K0.0%+111.4%0.489%
(Data available from 1/1/2016 forward)

ISTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTR shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Investar. The most heavily invested institutionals were Banc Funds Co. LLC ($11.47M), Alliancebernstein L.P. ($7.59M), Dimensional Fund Advisors LP ($7.50M), Geode Capital Management LLC ($4.46M), Kennedy Capital Management LLC ($4.29M), Royce & Associates LP ($3.75M), and Wellington Management Group LLP ($3.64M).Learn more on Investar's institutional investors.

What percentage of Investar's stock is owned by institutional investors?

50.17% of Investar's stock is owned by institutional investors. Learn more on ISTR's institutional investor holdings.

Which institutional investors have been buying Investar's stock?

Of the 47 institutional investors that purchased Investar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($188.82K), Rhino Investment Partners Inc ($127.09K), Russell Investments Group Ltd. ($80.44K), Connor Clark & Lunn Investment Management Ltd. ($68.84K), O Shaughnessy Asset Management LLC ($58.07K), Kennedy Capital Management LLC ($57.18K), and Dimensional Fund Advisors LP ($55.48K).

How much institutional buying is happening at Investar?

Institutional investors have bought a total of 849,506 shares in the last 24 months. This purchase volume represents approximately $17.51M in transactions.

Which of Investar's major shareholders have been selling company stock?

Of the 26 institutional investors that sold Investar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($87.50K), Franklin Resources Inc. ($69.57K), Hotchkis & Wiley Capital Management LLC ($59.60K), Royce & Associates LP ($45.94K), Ritholtz Wealth Management ($45.67K), Goldman Sachs Group Inc. ($43.66K), and Russell Investments Group Ltd. ($42.27K).

How much institutional selling is happening at Investar?

Institutional investors have sold a total of 523,020 shares in the last 24 months. This volume of shares sold represents approximately $10.43M in transactions.


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This page (NASDAQ:ISTR) was last updated on 8/13/2025 by MarketBeat.com Staff
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