Investar Holding Corp (ISTR) Ownership

16.23 ↓0.04 (-0.25%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Fourthstone LLC is the biggest individual institutional holder of Investar Holding Corp (ISTR), owning a total of 1 million shares. Combined, the top 27 institutional holders of ISTR own 55.94% of the company with a total of 5.5 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of ISTR by 33 thousand shares. 13 institutions bought 155,327 total additional shares and increased their ownership by an average of 7.18%. However 3 institutions sold 122,286 total shares and decreased their ownership by an average of 17.06%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Investar Holding Corp increased by a net total of 33,041 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Banc Funds Co LLC	6.232%	2.854%	609,617	16,918	2023-12-31
Vanguard Group Inc	4.822%	0.314%	471,690	1,474	2023-12-31
Maltese Capital Management LLC	2.862%	1.818%	280,000	5,000	2023-12-31
Royce & Associates, LP	2.702%	0.000%	264,310	0	2023-12-31
AllianceBernstein L.P.	2.374%	40.534%	232,236	66,983	2023-12-31
M3F, Inc.	2.282%	-31.173%	223,187	-101,083	2023-12-31
Franklin Resources Inc	2.199%	18.889%	215,100	34,175	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.059%	-7.232%	201,390	-15,700	2023-12-31
Dimensional Fund Advisors, Inc.	1.947%	5.049%	190,429	9,153	2023-12-31
Petiole USA ltd	1.759%	0.000%	172,043	0	2023-12-31
BlackRock Inc	1.693%	1.227%	165,632	2,008	2023-12-31
Kennedy Capital Management Inc	1.608%	5.035%	157,335	7,542	2023-12-31
Bridgeway Capital Management, LLC	1.375%	2.855%	134,498	3,733	2023-12-31
Wellington Management Company LLP	1.342%	0.000%	131,308	0	2023-12-31
Geode Capital Management, LLC	1.111%	3.718%	108,659	3,895	2023-12-31
Principal Street Partners, LLC	0.580%	0.945%	56,695	531	2023-12-31
Northern Trust Corp	0.462%	0.404%	45,235	182	2023-12-31
Empowered Funds, LLC	0.432%	9.696%	42,233	3,733	2023-12-31
Millennium Management LLC	0.384%	-12.772%	37,584	-5,503	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fourthstone LLC	10.038%	0.787%	981,898	7,663	2023-09-30
Banc Funds Co LLC	6.232%	2.854%	609,617	16,918	2023-12-31
Vanguard Group Inc	4.822%	0.314%	471,690	1,474	2023-12-31
Stieven Capital Advisors, L.p.	3.243%	-20.791%	318,805	-83,682	2023-03-31
Maltese Capital Management LLC	2.862%	1.818%	280,000	5,000	2023-12-31
Royce & Associates, LP	2.702%	0.000%	264,310	0	2023-12-31
AllianceBernstein L.P.	2.374%	40.534%	232,236	66,983	2023-12-31
M3F, Inc.	2.282%	-31.173%	223,187	-101,083	2023-12-31
Franklin Resources Inc	2.199%	18.889%	215,100	34,175	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.059%	-7.232%	201,390	-15,700	2023-12-31
Dimensional Fund Advisors, Inc.	1.947%	5.049%	190,429	9,153	2023-12-31
Petiole USA ltd	1.759%	0.000%	172,043	0	2023-12-31
BlackRock Inc	1.693%	1.227%	165,632	2,008	2023-12-31
Kennedy Capital Management Inc	1.608%	5.035%	157,335	7,542	2023-12-31
Bridgeway Capital Management, LLC	1.375%	2.855%	134,498	3,733	2023-12-31
Wellington Management Company LLP	1.342%	0.000%	131,308	0	2023-12-31
SCOGGIN LLC	1.338%	0.000%	130,616	130,616	2023-06-30
Geode Capital Management, LLC	1.111%	3.718%	108,659	3,895	2023-12-31
Acadian Asset Management LLC	1.016%	0.000%	99,195	99,195	2023-06-30
Morgan Stanley - Brokerage Accounts	0.646%	402.209%	62,987	50,445	2023-09-30
Principal Street Partners, LLC	0.580%	0.945%	56,695	531	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.517%	26.063%	50,425	10,425	2023-09-30
LPL Financial Corp	0.501%	-16.791%	49,557	-10,000	2022-06-30
Northern Trust Corp	0.462%	0.404%	45,235	182	2023-12-31
Empowered Funds, LLC	0.432%	9.696%	42,233	3,733	2023-12-31
Susquehanna International Group, LLP	0.419%	0.000%	41,178	41,178	2023-03-31
Millennium Management LLC	0.384%	-12.772%	37,584	-5,503	2023-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Investar Holding Corp (ISTR), owning a total of 332 thousand shares. Combined, the top 32 mutual fund holders of ISTR own 25.09% of the company with a total of 2.5 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of ISTR by 57 thousand shares. 3 funds bought 68,434 total additional shares and increased their ownership by an average of 0.01%. However 1 funds sold 11,247 total shares and decreased their ownership by an average of 7.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Investar Holding Corp increased by a net total of 57,187 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kennedy Extended Small Cap	1.493%	-7.148%	146,088	-11,247	2024-03-31
Kennedy Bank Sector	0.391%	0.000%	38,224	38,224	2024-03-31
Kennedy Micro Cap Opportunities	0.309%	0.000%	30,201	30,201	2024-03-31
BlackRock Extended Equity Market K	0.245%	0.038%	23,918	9	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.390%	0.000%	331,586	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.398%	0.000%	331,586	0	2023-03-31
Franklin MicroCap Value A	2.199%	0.000%	215,100	0	2024-02-29
Royce Micro-Cap Invmt	1.897%	0.000%	185,600	0	2023-12-31
Kennedy Extended Small Cap	1.493%	-7.148%	146,088	-11,247	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.256%	0.000%	122,875	0	2024-02-29
Vanguard Extended Market Index Investor	1.235%	0.000%	121,401	0	2023-08-31
SEI Tax-Managed Small/Mid Cap F (SIMT)	1.049%	-1.927%	104,005	-2,044	2023-02-28
Royce Capital Micro-Cap Inv	0.805%	0.000%	78,710	0	2023-12-31
Hotchkis & Wiley Sm Cp Divers Val I	0.573%	0.000%	56,000	0	2024-02-29
Empower Small Cap Value/Kennedy SP	0.564%	4.997%	55,199	2,627	2023-12-31
Fidelity Extended Market Index	0.495%	-0.483%	48,452	-235	2024-02-29
EA Bridgeway Omni Small-Cap Value ETF	0.466%	0.000%	45,558	0	2024-03-28
Fidelity® Extended Market Index	0.459%	0.000%	44,745	0	2023-11-30
Principal SmallCap Value II Instl	0.442%	0.000%	43,200	0	2024-02-29
Bridgeway Omni Small-Cap Value N	0.440%	0.000%	43,000	0	2023-12-31
Bridgeway Omni Small-Cap Value	0.440%	0.000%	43,000	0	2023-12-31
Kennedy Bank Sector	0.391%	0.000%	38,224	38,224	2024-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.368%	0.000%	36,000	0	2022-12-31
Russell Inv US Small Cap Equity E	0.365%	0.000%	35,655	0	2024-02-29
WPG Partners Micro Cap Opportunities	0.345%	0.000%	33,666	0	2023-09-30
DFA US Small Cap I	0.324%	-5.892%	31,801	-1,991	2023-05-31
DFA US Targeted Value I	0.318%	36.799%	31,141	8,377	2024-02-29
Kennedy Micro Cap Opportunities	0.309%	0.000%	30,201	30,201	2024-03-31
SEI GMF US Small Coms USD Instl+ H Acc	0.278%	0.000%	27,500	0	2023-01-31
BlackRock Extended Mkt Composite	0.280%	0.000%	27,406	0	2023-09-30
DFA US Small Cap Value I	0.278%	34.427%	27,212	6,969	2024-02-29
DFA US Core Equity 2 I	0.266%	0.000%	26,149	0	2023-07-31
Bridgeway Ultra-Small Company Market	0.259%	0.000%	25,300	0	2023-12-31
BlackRock Extended Equity Market K	0.245%	0.038%	23,918	9	2024-03-31
Bridgeway Ultra-Small Company	0.237%	0.000%	23,165	0	2023-12-31
WisdomTree US SmallCap Dividend ETF	0.227%	0.000%	22,086	0	2024-02-29