Investar Holding Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.26 M | $37.65 M | 13.95% | 8.98% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 545.56 K | $16.34 M | -7.29% | 3.90% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 516.51 K | $15.47 M | 18.08% | 3.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 331.68 K | $9.94 M | 10.52% | 2.37% |
| FOURTHSTONE LLC | 08/14/2026 | 322.43 K | $9.67 M | -61.03% | 2.30% |
| BANC FUNDS CO LLC | 08/13/2026 | 306.90 K | $9.19 M | 0.00% | 2.19% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 292.09 K | $8.75 M | 0.00% | 2.09% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 285.23 K | $7.78 M | -28.89% | 2.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 267.40 K | $8.01 M | 437.57% | 1.91% |
| STATE STREET CORP | 08/07/2026 | 262.94 K | $7.91 M | 48.54% | 1.88% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 244.63 K | $7.33 M | 888.95% | 1.75% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 168.78 K | $5.06 M | 100.00% | 1.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 161.79 K | $4.85 M | -0.91% | 1.16% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 160.90 K | $4.82 M | 2.48% | 1.15% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 154.58 K | $4.63 M | 8.92% | 1.10% |
| MORGAN STANLEY | 08/13/2026 | 152.90 K | $4.58 M | 66.84% | 1.09% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 139.39 K | $4.18 M | -1.69% | 1.00% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 131.68 K | $3.94 M | 25.11% | 0.94% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 130.68 K | $3.92 M | -4.17% | 0.93% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 130.17 K | $3.90 M | 103.01% | 0.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 122.55 K | $3.67 M | 6.63% | 0.88% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 95.09 K | $2.85 M | 73.31% | 0.68% |
| JPMORGAN CHASE & CO | 08/12/2026 | 92.27 K | $2.76 M | 1,662.95% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 82.65 K | $2.48 M | 6.37% | 0.59% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 79.25 K | $2.37 M | -18.53% | 0.57% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 74.41 K | $2.23 M | -64.89% | 0.53% |
| INVESCO LTD. | 08/14/2026 | 72.01 K | $2.16 M | 524.17% | 0.51% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 71.09 K | $2.14 M | -3.87% | 0.51% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 70.67 K | $2.12 M | 16.95% | 0.50% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 69.61 K | $2.09 M | 7.59% | 0.50% |
| XTX TOPCO LTD | 08/14/2026 | 60.61 K | $1.82 M | 100.00% | 0.43% |
| HSBC HOLDINGS PLC | 08/14/2026 | 57.80 K | $1.73 M | 14.65% | 0.41% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 57.74 K | $1.73 M | 51.80% | 0.41% |
| GLASS WEALTH MANAGEMENT CO LLC | 07/30/2026 | 49.90 K | $1.50 M | -25.05% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 45.92 K | $1.38 M | -62.74% | 0.33% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 45.30 K | $1.36 M | 100.00% | 0.32% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 42.20 K | $1.26 M | 57.34% | 0.30% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 07/28/2026 | 41.81 K | $1.25 M | 0.40% | 0.30% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 40.70 K | $1.22 M | 100.00% | 0.29% |
| MARSHALL WACE, LLP | 08/13/2026 | 40.69 K | $1.22 M | 100.00% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 39.19 K | $1.17 M | 8.81% | 0.28% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 39.19 K | $1.17 M | 100.00% | 0.28% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 34.45 K | $1.03 M | 86.41% | 0.25% |
| SEI INVESTMENTS CO | 08/14/2026 | 31.62 K | $947.46 K | -51.56% | 0.23% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 30.50 K | $913.75 K | -20.05% | 0.22% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 27.17 K | $814.13 K | 100.00% | 0.19% |
| TRUE NORTH ADVISORS, LLC | 07/22/2026 | 27.09 K | $811.68 K | 0.12% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 24.91 K | $746.36 K | 3.93% | 0.18% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 24.07 K | $721.26 K | 100.00% | 0.17% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 23.79 K | $712.84 K | 100.00% | 0.17% |
Investar Holding Corp institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of Investar Holding Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 1.26 M
VANGUARD CAPITAL MANAGEMENT LLC: 545,555
DIMENSIONAL FUND ADVISORS LP: 516,506
GEODE CAPITAL MANAGEMENT, LLC: 331,684
Fourthstone LLC: 322,428
BANC FUNDS CO LLC: 306,896
57.89% of Investar Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 9.40 M shares in the last 24 months. This purchase volume represents approximately $257.12 M in transactions.