Investar Holding Corporation(ISTR)

$30.06—

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Investar Holding Corporation(ISTR)

NASDAQ

$30.06—

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ISTR(ISTR)

ISTR

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Institutional Ownership

Top 109 Institutional Holders

Holder	Shares	Date	Change	% Held
Cartesian Growth Corp	--	Jun 30, 26	-86.57K	--
MIRABELLA FINANCIAL SERVICES LLP	--	Jun 30, 26	-7.95K	--
Copeland Capital Management, LLC	--	Jun 30, 26	-2.40K	--
Root Financial Partners, LLC	--	Jun 30, 26	-24	--
BlackRock, Inc.	1.10M	Mar 31, 26	+104.70K	8.02%
Fourthstone LLC	827.39K	Mar 31, 26	+131.40K	6.02%
VANGUARD CAPITAL MANAGEMENT LLC	588.43K	Mar 31, 26	+588.43K	4.28%
DIMENSIONAL FUND ADVISORS LP	437.40K	Mar 31, 26	+26.84K	3.18%
ALLIANCEBERNSTEIN L.P.	401.08K	Mar 31, 26	-53.50K	2.92%
BANC FUNDS CO LLC	306.90K	Mar 31, 26	--	2.23%
GEODE CAPITAL MANAGEMENT, LLC	300.10K	Mar 31, 26	+76.77K	2.18%
ROYCE & ASSOCIATES LP	292.09K	Mar 31, 26	-3.75K	2.12%
WELLINGTON MANAGEMENT GROUP LLP	250.80K	Mar 31, 26	-31.63K	1.82%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	163.27K	Mar 31, 26	+54.45K	1.19%
MALTESE CAPITAL MANAGEMENT LLC	157.00K	Mar 31, 26	-15.14K	1.14%
KENNEDY CAPITAL MANAGEMENT LLC	141.78K	Mar 31, 26	+4.55K	1.03%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	136.37K	Mar 31, 26	+5.75K	0.99%
Bank of New York Mellon Corp	123.24K	Mar 31, 26	+87.09K	0.90%
NORTHERN TRUST CORP	114.93K	Mar 31, 26	+27.19K	0.84%
RENAISSANCE TECHNOLOGIES LLC	105.25K	Mar 31, 26	+56.08K	0.77%
AMERICAN CENTURY COMPANIES INC	97.27K	Mar 31, 26	-24.74K	0.71%
MORGAN STANLEY	91.64K	Mar 31, 26	+31.93K	0.67%
VANGUARD FIDUCIARY TRUST CO	77.70K	Mar 31, 26	+77.70K	0.57%
SEI INVESTMENTS CO	65.28K	Mar 31, 26	+31.27K	0.47%
Empowered Funds, LLC	64.70K	Mar 31, 26	+5.75K	0.47%
Qube Research & Technologies Ltd	64.12K	Mar 31, 26	+40.24K	0.47%
Connor, Clark & Lunn Investment Management Ltd.	60.42K	Mar 31, 26	-1.26K	0.44%
GOLDMAN SACHS GROUP INC	54.87K	Mar 31, 26	+15.58K	0.40%
MARTINGALE ASSET MANAGEMENT L P	52.74K	Mar 31, 26	+11.63K	0.38%
HSBC HOLDINGS PLC	50.42K	Mar 31, 26	-14.88K	0.37%
CITADEL ADVISORS LLC	49.74K	Mar 31, 26	+49.74K	0.36%
Numerai GP LLC	43.06K	Mar 31, 26	+43.06K	0.31%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38.15K	Mar 31, 26	-6.19K	0.28%
MENDON CAPITAL ADVISORS CORP	38.04K	Mar 31, 26	--	0.28%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	36.02K	Mar 31, 26	+10.07K	0.26%
Integrated Quantitative Investments LLC	33.58K	Mar 31, 26	+21.46K	0.24%
AQR CAPITAL MANAGEMENT LLC	26.82K	Mar 31, 26	+1.49K	0.20%
TWO SIGMA INVESTMENTS, LP	24.74K	Mar 31, 26	-6.63K	0.18%
BANK OF AMERICA CORP /DE/	23.97K	Mar 31, 26	-1.37K	0.17%
MILLENNIUM MANAGEMENT LLC	23.54K	Mar 31, 26	+23.54K	0.17%
RITHOLTZ WEALTH MANAGEMENT	21.24K	Mar 31, 26	-8	0.15%
BARCLAYS PLC	20.09K	Mar 31, 26	-14.81K	0.15%
OCCUDO QUANTITATIVE STRATEGIES LP	18.48K	Mar 31, 26	+18.48K	0.13%
STATE OF WISCONSIN INVESTMENT BOARD	17.23K	Mar 31, 26	-1.37K	0.13%
LOS ANGELES CAPITAL MANAGEMENT LLC	15.71K	Mar 31, 26	-7.15K	0.11%
Nuveen, LLC	15.02K	Mar 31, 26	--	0.11%
Savant Capital, LLC	13.24K	Mar 31, 26	--	0.10%
Advisory Services Network, LLC	12.60K	Mar 31, 26	--	0.09%
WELLS FARGO & COMPANY/MN	12.36K	Mar 31, 26	-5.42K	0.09%
Stratos Wealth Partners, LTD.	12.06K	Mar 31, 26	--	0.09%
Invesco Ltd.	11.54K	Mar 31, 26	-526	0.08%
Point72 Asset Management, L.P.	10.88K	Mar 31, 26	+10.88K	0.08%
RHUMBLINE ADVISERS	9.52K	Mar 31, 26	+2.15K	0.07%
DEUTSCHE BANK AG\	9.23K	Mar 31, 26	+9.23K	0.07%
PRICE T ROWE ASSOCIATES INC /MD/	9.08K	Mar 31, 26	+9.08K	0.07%
ELCO Management Co., LLC	8.04K	Mar 31, 26	--	0.06%
MANGROVE PARTNERS	7.98K	Mar 31, 26	+7.98K	0.06%
Polymer Capital Management (US) LLC	7.63K	Mar 31, 26	+7.63K	0.06%
MetLife Investment Management, LLC	7.16K	Mar 31, 26	+1.73K	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6.01K	Mar 31, 26	+1.75K	0.04%
JPMORGAN CHASE & CO	5.23K	Mar 31, 26	-3.12K	0.04%
UBS Group AG	4.61K	Mar 31, 26	+468	0.03%
CWM, LLC	3.46K	Mar 31, 26	+22	0.03%
NewEdge Advisors, LLC	3.40K	Mar 31, 26	+5	0.02%
Vanguard Global Advisers, LLC	3.14K	Mar 31, 26	+3.14K	0.02%
BNP PARIBAS ARBITRAGE, SNC	2.74K	Mar 31, 26	-984	0.02%
Legal & General Group Plc	1.11K	Mar 31, 26	+313	0.01%
Tower Research Capital LLC (TRC)	1.05K	Mar 31, 26	+636	0.01%
Ameritas Investment Partners, Inc.	906	Mar 31, 26	--	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	707	Mar 31, 26	+143	0.01%
FMR LLC	670	Mar 31, 26	+1	0.00%
Strategic Wealth Partners, Ltd.	653	Mar 31, 26	-210	0.00%
FEDERATED HERMES, INC.	568	Mar 31, 26	--	0.00%
ROYAL BANK OF CANADA	214	Mar 31, 26	-58	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	202	Mar 31, 26	+161	0.00%
QUADRANT CAPITAL GROUP LLC	121	Mar 31, 26	+121	0.00%
Optiver Holding B.V.	106	Mar 31, 26	-72	0.00%
Allworth Financial LP	94	Mar 31, 26	+60	0.00%
MAI Capital Management	29	Mar 31, 26	+24	0.00%
US BANCORP \DE\	12	Mar 31, 26	+12	0.00%
Sunbelt Securities, Inc.	1	Mar 31, 26	--	0.00%
JANE STREET GROUP, LLC	--	Mar 31, 26	-8.32K	--
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	--	Mar 31, 26	-2.69K	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-167.93K	--
Hillsdale Investment Management Inc.	--	Mar 31, 26	-96.94K	--
PRUDENTIAL FINANCIAL INC	--	Mar 31, 26	-18.01K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-52.50K	--
LSV ASSET MANAGEMENT	--	Mar 31, 26	-12.20K	--
Squarepoint Ops LLC	--	Mar 31, 26	-12.95K	--
VANGUARD GROUP INC	532.48K	Dec 31, 25	+8.73K	3.87%
TWO SIGMA ADVISERS, LP	16.30K	Dec 31, 25	-6.20K	0.12%
Nuveen Asset Management, LLC	15.02K	Dec 31, 24	--	0.11%
BlackRock Inc.	572.00K	Jun 30, 24	+422.27K	4.16%
Greenwich Investment Management, Inc.	24.22K	Jun 30, 24	-4.96K	0.18%
River Oaks Capital LLC	20.15K	Sep 30, 23	-3.15K	0.15%
EA Series Trust	35.34K	Jun 30, 23	+35.34K	0.26%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-175	--
Marshall Wace North America L.P.	--	Sep 30, 21	-9.16K	--
Advisor Group, Inc.	200	Dec 31, 19	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	41	Dec 31, 19	+41	0.00%
Lourd Capital, LLC	10.00K	Jun 30, 19	--	0.07%
Stokes & Hubbell Capital Management, LLC	17.11K	Mar 31, 19	--	0.12%
TIAA CREF INVESTMENT MANAGEMENT LLC	16.76K	Mar 31, 19	-64	0.12%
TEACHERS ADVISORS, LLC	14.20K	Mar 31, 19	--	0.10%
NEXT Financial Holdings	96	Mar 31, 19	+96	0.00%
BlackRock Fund Advisors	1.81K	Dec 31, 16	+540	0.01%
BlackRock Investment Management, LLC	1.14K	Dec 31, 16	-45	0.01%
BLACKTHORN INVESTMENT GROUP LLC	11.04K	Sep 30, 15	+11.04K	0.08%
UBS AG	1.56K	Sep 30, 14	+1.56K	0.01%

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Holder

Date

Change

% Held

Cartesian Growth Corp

Jun 30, 26

-86.57K

MIRABELLA FINANCIAL SERVICES LLP

Jun 30, 26

-7.95K

Copeland Capital Management, LLC

Jun 30, 26

-2.40K

Root Financial Partners, LLC

Jun 30, 26

-24

BlackRock, Inc.

1.10M

Mar 31, 26

+104.70K

8.02%

Fourthstone LLC

827.39K

Mar 31, 26

+131.40K

6.02%

VANGUARD CAPITAL MANAGEMENT LLC

588.43K

Mar 31, 26

+588.43K

4.28%

DIMENSIONAL FUND ADVISORS LP

437.40K

Mar 31, 26

+26.84K

3.18%

ALLIANCEBERNSTEIN L.P.

401.08K

Mar 31, 26

-53.50K

2.92%

BANC FUNDS CO LLC

306.90K

Mar 31, 26

2.23%

GEODE CAPITAL MANAGEMENT, LLC

300.10K

Mar 31, 26

+76.77K

2.18%

ROYCE & ASSOCIATES LP

292.09K

Mar 31, 26

-3.75K

2.12%

WELLINGTON MANAGEMENT GROUP LLP

250.80K

Mar 31, 26

-31.63K

1.82%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

163.27K

Mar 31, 26

+54.45K

1.19%

MALTESE CAPITAL MANAGEMENT LLC

157.00K

Mar 31, 26

-15.14K

1.14%

KENNEDY CAPITAL MANAGEMENT LLC

141.78K

Mar 31, 26

+4.55K

1.03%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

136.37K

Mar 31, 26

+5.75K

0.99%

Bank of New York Mellon Corp

123.24K

Mar 31, 26

+87.09K

0.90%

NORTHERN TRUST CORP

114.93K

Mar 31, 26

+27.19K

0.84%

RENAISSANCE TECHNOLOGIES LLC

105.25K

Mar 31, 26

+56.08K

0.77%

AMERICAN CENTURY COMPANIES INC

97.27K

Mar 31, 26

-24.74K

0.71%

MORGAN STANLEY

91.64K

Mar 31, 26

+31.93K

0.67%

VANGUARD FIDUCIARY TRUST CO

77.70K

Mar 31, 26

+77.70K

0.57%

SEI INVESTMENTS CO

65.28K

Mar 31, 26

+31.27K

0.47%

Empowered Funds, LLC

64.70K

Mar 31, 26

+5.75K

0.47%

Qube Research & Technologies Ltd

64.12K

Mar 31, 26

+40.24K

0.47%

Connor, Clark & Lunn Investment Management Ltd.

60.42K

Mar 31, 26

-1.26K

0.44%

GOLDMAN SACHS GROUP INC

54.87K

Mar 31, 26

+15.58K

0.40%

MARTINGALE ASSET MANAGEMENT L P

52.74K

Mar 31, 26

+11.63K

0.38%

HSBC HOLDINGS PLC

50.42K

Mar 31, 26

-14.88K

0.37%

CITADEL ADVISORS LLC

49.74K

Mar 31, 26

+49.74K

0.36%

Numerai GP LLC

43.06K

Mar 31, 26

+43.06K

0.31%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

38.15K

Mar 31, 26

-6.19K

0.28%

MENDON CAPITAL ADVISORS CORP

38.04K

Mar 31, 26

0.28%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

36.02K

Mar 31, 26

+10.07K

0.26%

Integrated Quantitative Investments LLC

33.58K

Mar 31, 26

+21.46K

0.24%

AQR CAPITAL MANAGEMENT LLC

26.82K

Mar 31, 26

+1.49K

0.20%

TWO SIGMA INVESTMENTS, LP

24.74K

Mar 31, 26

-6.63K

0.18%

BANK OF AMERICA CORP /DE/

23.97K

Mar 31, 26

-1.37K

0.17%

MILLENNIUM MANAGEMENT LLC

23.54K

Mar 31, 26

+23.54K

0.17%

RITHOLTZ WEALTH MANAGEMENT

21.24K

Mar 31, 26

-8

0.15%

BARCLAYS PLC

20.09K

Mar 31, 26

-14.81K

0.15%

OCCUDO QUANTITATIVE STRATEGIES LP

18.48K

Mar 31, 26

+18.48K

0.13%

STATE OF WISCONSIN INVESTMENT BOARD

17.23K

Mar 31, 26

-1.37K

0.13%

LOS ANGELES CAPITAL MANAGEMENT LLC

15.71K

Mar 31, 26

-7.15K

0.11%

Nuveen, LLC

15.02K

Mar 31, 26

0.11%

Savant Capital, LLC

13.24K

Mar 31, 26

0.10%

Advisory Services Network, LLC

12.60K

Mar 31, 26

0.09%

WELLS FARGO & COMPANY/MN

12.36K

Mar 31, 26

-5.42K

0.09%

Stratos Wealth Partners, LTD.

12.06K

Mar 31, 26

0.09%

Invesco Ltd.

11.54K

Mar 31, 26

-526

0.08%

Point72 Asset Management, L.P.

10.88K

Mar 31, 26

+10.88K

0.08%

RHUMBLINE ADVISERS

9.52K

Mar 31, 26

+2.15K

0.07%

DEUTSCHE BANK AG\

9.23K

Mar 31, 26

+9.23K

0.07%

PRICE T ROWE ASSOCIATES INC /MD/

9.08K

Mar 31, 26

+9.08K

0.07%

ELCO Management Co., LLC

8.04K

Mar 31, 26

0.06%

MANGROVE PARTNERS

7.98K

Mar 31, 26

+7.98K

0.06%

Polymer Capital Management (US) LLC

7.63K

Mar 31, 26

+7.63K

0.06%

MetLife Investment Management, LLC

7.16K

Mar 31, 26

+1.73K

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

6.01K

Mar 31, 26

+1.75K

0.04%

JPMORGAN CHASE & CO

5.23K

Mar 31, 26

-3.12K

0.04%

UBS Group AG

4.61K

Mar 31, 26

+468

0.03%

CWM, LLC

3.46K

Mar 31, 26

+22

0.03%

NewEdge Advisors, LLC

3.40K

Mar 31, 26

0.02%

Vanguard Global Advisers, LLC

3.14K

Mar 31, 26

+3.14K

0.02%

BNP PARIBAS ARBITRAGE, SNC

2.74K

Mar 31, 26

-984

0.02%

Legal & General Group Plc

1.11K

Mar 31, 26

+313

0.01%

Tower Research Capital LLC (TRC)

1.05K

Mar 31, 26

+636

0.01%

Ameritas Investment Partners, Inc.

906

Mar 31, 26

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

707

Mar 31, 26

+143

0.01%

FMR LLC

670

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

653

Mar 31, 26

-210

0.00%

FEDERATED HERMES, INC.

568

Mar 31, 26

0.00%

ROYAL BANK OF CANADA

214

Mar 31, 26

-58

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

202

Mar 31, 26

+161

0.00%

QUADRANT CAPITAL GROUP LLC

121

Mar 31, 26

+121

0.00%

Optiver Holding B.V.

106

Mar 31, 26

-72

0.00%

Allworth Financial LP

Mar 31, 26

+60

0.00%

MAI Capital Management

Mar 31, 26

+24

0.00%

US BANCORP \DE\

Mar 31, 26

+12

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

Mar 31, 26

-8.32K

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

Mar 31, 26

-2.69K

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-167.93K

Hillsdale Investment Management Inc.

Mar 31, 26

-96.94K

PRUDENTIAL FINANCIAL INC

Mar 31, 26

-18.01K

MARSHALL WACE, LLP

Mar 31, 26

-52.50K

LSV ASSET MANAGEMENT

Mar 31, 26

-12.20K

Squarepoint Ops LLC

Mar 31, 26

-12.95K

VANGUARD GROUP INC

532.48K

Dec 31, 25

+8.73K

3.87%

TWO SIGMA ADVISERS, LP

16.30K

Dec 31, 25

-6.20K

0.12%

Nuveen Asset Management, LLC

15.02K

Dec 31, 24

0.11%

BlackRock Inc.

572.00K

Jun 30, 24

+422.27K

4.16%

Greenwich Investment Management, Inc.

24.22K

Jun 30, 24

-4.96K

0.18%

River Oaks Capital LLC

20.15K

Sep 30, 23

-3.15K

0.15%

EA Series Trust

35.34K

Jun 30, 23

+35.34K

0.26%

Carroll Financial Associates, Inc.

Dec 31, 21

-175

Marshall Wace North America L.P.

Sep 30, 21

-9.16K

Advisor Group, Inc.

200

Dec 31, 19

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

Dec 31, 19

+41

0.00%

Lourd Capital, LLC

10.00K

Jun 30, 19

0.07%

Stokes & Hubbell Capital Management, LLC

17.11K

Mar 31, 19

0.12%

TIAA CREF INVESTMENT MANAGEMENT LLC

16.76K

Mar 31, 19

-64

0.12%

TEACHERS ADVISORS, LLC

14.20K

Mar 31, 19

0.10%

NEXT Financial Holdings

Mar 31, 19

+96

0.00%

BlackRock Fund Advisors

1.81K

Dec 31, 16

+540

0.01%

BlackRock Investment Management, LLC

1.14K

Dec 31, 16

-45

0.01%

BLACKTHORN INVESTMENT GROUP LLC

11.04K

Sep 30, 15

+11.04K

0.08%

UBS AG

1.56K

Sep 30, 14

+1.56K

0.01%