Investar Holding Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.10 M | $30.07 M | 10.49% | 8.06% |
| FOURTHSTONE LLC | 05/15/2026 | 827.39 K | $22.56 M | 18.88% | 6.05% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 588.43 K | $16.05 M | 100.00% | 4.30% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 437.41 K | $11.93 M | 6.54% | 3.20% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 401.09 K | $10.72 M | -11.77% | 2.93% |
| BANC FUNDS CO LLC | 05/14/2026 | 306.90 K | $8.20 M | 0.00% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 300.10 K | $8.19 M | 34.37% | 2.19% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 292.09 K | $7.97 M | -1.27% | 2.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 250.80 K | $6.84 M | -11.20% | 1.83% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 211.92 K | $5.78 M | 2,018.97% | 1.55% |
| STATE STREET CORP | 05/15/2026 | 177.01 K | $4.85 M | 31.18% | 1.29% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 163.27 K | $4.45 M | 50.03% | 1.19% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 157.00 K | $4.28 M | -8.79% | 1.15% |
| 05/08/2026 | 141.92 K | $3.87 M | 100.00% | 1.04% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 141.78 K | $3.87 M | 3.32% | 1.04% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 136.37 K | $3.72 M | 4.40% | 1.00% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 123.24 K | $3.36 M | 240.93% | 0.90% |
| NORTHERN TRUST CORP | 05/14/2026 | 114.93 K | $3.13 M | 30.98% | 0.84% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 105.25 K | $2.87 M | 114.03% | 0.77% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 97.27 K | $2.65 M | -20.28% | 0.71% |
| MORGAN STANLEY | 05/15/2026 | 91.64 K | $2.50 M | 53.47% | 0.67% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 86.57 K | $2.37 M | 100.00% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 77.70 K | $2.12 M | 100.00% | 0.57% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 73.96 K | $2.02 M | 100.00% | 0.54% |
| GLASS WEALTH MANAGEMENT CO LLC | 05/01/2026 | 66.59 K | $1.82 M | 100.00% | 0.49% |
| SEI INVESTMENTS CO | 05/13/2026 | 65.28 K | $1.78 M | 91.95% | 0.48% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 64.70 K | $1.76 M | 9.75% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 64.12 K | $1.75 M | 168.48% | 0.47% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 60.42 K | $1.65 M | -2.04% | 0.44% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 54.87 K | $1.50 M | 39.65% | 0.40% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 52.74 K | $1.44 M | 28.28% | 0.39% |
| HSBC HOLDINGS PLC | 04/30/2026 | 50.42 K | $1.37 M | -22.79% | 0.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 49.74 K | $1.36 M | 100.00% | 0.36% |
| NUMERAI GP LLC | 05/15/2026 | 43.06 K | $1.17 M | 100.00% | 0.31% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 05/07/2026 | 41.64 K | $1.14 M | -10.32% | 0.30% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 38.15 K | $1.04 M | -13.95% | 0.28% |
| MENDON CAPITAL ADVISORS CORP | 05/15/2026 | 38.04 K | $1.04 M | 0.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 36.02 K | $982.24 K | 38.80% | 0.26% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 33.58 K | $915.78 K | 177.06% | 0.25% |
| TRUE NORTH ADVISORS, LLC | 05/07/2026 | 27.06 K | $737.93 K | 100.00% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 26.82 K | $731.30 K | 5.86% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 24.74 K | $674.55 K | -21.14% | 0.18% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 24.00 K | $654.48 K | 98.00% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 23.97 K | $653.66 K | -5.42% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 23.54 K | $641.85 K | 100.00% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 21.24 K | $579.30 K | -0.04% | 0.16% |
| STRS OHIO | 04/24/2026 | 20.50 K | $559.04 K | 0.00% | 0.15% |
| BARCLAYS PLC | 05/15/2026 | 20.09 K | $547.77 K | -42.45% | 0.15% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 05/15/2026 | 18.48 K | $512.11 K | 100.00% | 0.14% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 17.23 K | $469.92 K | -7.35% | 0.13% |
Investar Holding Corp institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Investar Holding Corp. The most heavily invested institutionals were:
Root Financial Partners, LLC: 0
MIRABELLA FINANCIAL SERVICES LLP: 0
Copeland Capital Management, LLC: 0
Cartesian Growth Corp: 0
BlackRock, Inc.: 1.1 M
Fourthstone LLC: 827,389
56.01% of Investar Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 7.66 M shares in the last 24 months. This purchase volume represents approximately $209.46 M in transactions.