ISTR Institutional Ownership
Who owns Investar Holding Corp and what the big funds did with it last quarter, from every SEC 13F filing. 123 funds reported holding ISTR at Jun 30, 2026, together owning 58.6% of the company.
- ▲78 buying vs 39 selling
- ▲Held by funds +2.9 pts
- ▲Funds holding +12
- ▲Superinvestors: 3 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 123 | 111 | +10.8% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 8.1M | 7.7M | +5.3% |
| Held by funds | 58.6% | 55.6% | +2.9 pts |
| New positions | 25 | 19 | +31.6% |
| Increased | 53 | 42 | +26.2% |
| Reduced | 28 | 24 | +16.7% |
| Sold out | 11 | 11 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in ISTR
All superinvestors →Who owns ISTR
share of fund held shares- Index and passive funds42.0%
- Active managers and hedge funds48.5%
- Banks and brokers9.2%
- Pensions, insurers and other0.3%
The top 10 holders own 54.4% of all ISTR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
20 funds changed their position- Y-Intercept (Hong Kong) LtdNew+26K sh
- Kestra Advisory Services, LLCAdded+12K sh
- Creative PlanningAdded+8,572 sh
- Cambridge Investment Research Advisors, Inc.Added+3,612 sh
- Strs OhioTrimmed−1,500 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.12% | 1.3M | $37.6M | +154K |
| 2 | Vanguard Capital Management LLC | 3.96% | 546K | $16.3M | −43K |
| 3 | Dimensional Fund Advisors LP | 3.75% | 517K | $15.5M | +79K |
| 4 | Geode Capital Management, LLC | 2.41% | 332K | $9.9M | +32K |
| 5 | Fourthstone LLC | 2.34% | 322K | $9.7M | −505K |
| 6 | Banc Funds Co LLC | 2.23% | 307K | $9.2M | 0 |
| 7 | Royce & Associates LP | 2.12% | 292K | $8.8M | 0 |
| 8 | Alliancebernstein L.P. | 2.07% | 285K | $7.8M | −116K |
| 9 | Citadel Advisors LLC | 1.94% | 267K | $8M | +218K |
| 10 | State Street Corp | 1.91% | 263K | $7.9M | +86K |
- Two Sigma Investments, LP+220K sh+$6.6M
- Citadel Advisors LLC+218K sh+$6.5M
- Texas Capital Bank Wealth Management Services Inc+169K sh+$5.1M
- BlackRock, Inc.+154K sh+$4.6M
- Jpmorgan Chase & Co+87K sh+$2.6M
- State Street Corp+86K sh+$2.6M
- Dimensional Fund Advisors LP+79K sh+$2.4M
- Qube Research & Technologies Ltd+66K sh+$2M
- Fourthstone LLC−505K sh−$15.1M
- Wellington Management Group LLP−251K sh−$6.8M
- HighTower Advisors, LLC−138K sh−$4.1M
- Alliancebernstein L.P.−116K sh−$3.2M
- AlTi Global, Inc.−87K sh−$2.4M
- Bank of New York Mellon Corp−77K sh−$2.3M
- Martingale Asset Management L P−53K sh−$1.4M
- Vanguard Capital Management LLC−43K sh−$1.3M
ISTR institutional ownership FAQ
Who owns the most ISTR stock?
In Q2 2026 13F filings the largest holder of ISTR was BlackRock, Inc., followed by Vanguard Capital Management LLC and Dimensional Fund Advisors LP. Index fund managers are usually the biggest holders of large companies.
What percentage of ISTR is owned by institutions?
Funds that file 13F reports held 58.6% of ISTR's shares at Jun 30, 2026, compared with 55.6% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying ISTR?
In Q2 2026, 78 funds bought ISTR (25 of them new positions) and 39 sold (11 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for ISTR is strongly bullish.
What is ISTR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this ISTR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.



