Recent Quarter Total Invested
$91.01 M
Recent Quarter Institutional Ownership Percentage
60.49%
Total Invested of Last Quarter
$90.45 M
Ownership Percentage of Last Quarter
56.68%
Investar Holding Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 08/14/2024 | 609,617 | $9.39 M | 0.00% | 6.24% |
| FOURTHSTONE LLC | 08/14/2024 | 583,146 | $8.98 M | -25.64% | 5.97% |
| BLACKROCK INC. | 08/13/2024 | 572,004 | $8.81 M | 282.02% | 5.85% |
| VANGUARD GROUP INC | 08/13/2024 | 517,681 | $7.97 M | 9.75% | 5.30% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 361,631 | $5.57 M | -5.99% | 3.70% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2024 | 264,600 | $4.07 M | -1.42% | 2.71% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 258,610 | $3.98 M | 0.00% | 2.65% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 251,235 | $3.87 M | 14.38% | 2.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 221,524 | $3.41 M | 99.40% | 2.27% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 201,915 | $3.11 M | -6.13% | 2.07% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 195,450 | $3.01 M | -0.56% | 2.00% |
| PETIOLE USA LTD | 08/13/2024 | 172,043 | $2.65 M | 0.00% | 1.76% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 170,957 | $2.63 M | -20.30% | 1.75% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 141,243 | $2.18 M | 2.48% | 1.45% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 108,926 | $1.68 M | 0.00% | 1.11% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 107,748 | $1.66 M | -5.95% | 1.10% |
| STATE STREET CORP | 08/14/2024 | 102,766 | $1.58 M | 246.62% | 1.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 101,910 | $1.57 M | 2.60% | 1.04% |
| MORGAN STANLEY | 08/14/2024 | 67,648 | $1.04 M | 456.50% | 0.69% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 60,533 | $932,000 | 14.74% | 0.62% |
| BOSTON PARTNERS | 08/14/2024 | 54,708 | $842,500 | 135.93% | 0.56% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 08/14/2024 | 51,237 | $789,055 | 0.54% | 0.52% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 48,978 | $749,363 | 7.51% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 48,073 | $740,324 | 111.37% | 0.49% |
| NORTHERN TRUST CORP | 08/14/2024 | 46,695 | $719,103 | 4.59% | 0.48% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 40,271 | $620,173 | 30.69% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 32,219 | $496,000 | 100.00% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 30,075 | $463,155 | 34.41% | 0.31% |
| HSBC HOLDINGS PLC | 08/12/2024 | 29,995 | $466,722 | 0.00% | 0.31% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 25,560 | $393,624 | -26.68% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 25,072 | $386,109 | 100.00% | 0.26% |
| M3F, INC. | 08/13/2024 | 25,000 | $385,000 | -84.98% | 0.26% |
| INVESCO LTD. | 08/13/2024 | 24,893 | $383,353 | 100.00% | 0.25% |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 24,220 | $372,988 | -17.01% | 0.25% |
| STRS OHIO | 08/05/2024 | 21,800 | $335,720 | 100.00% | 0.22% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 21,456 | $329,000 | 100.00% | 0.22% |
| BARCLAYS PLC | 08/14/2024 | 20,898 | $322,000 | 86.76% | 0.21% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 20,670 | $318,318 | 92.30% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 20,451 | $314,945 | -73.24% | 0.21% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 16,155 | $248,787 | 0.00% | 0.17% |
| SAVANT CAPITAL, LLC | 08/05/2024 | 13,337 | $205,390 | 100.00% | 0.14% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 12,626 | $194,440 | 100.00% | 0.13% |
| ADVISORY SERVICES NETWORK, LLC | 08/13/2024 | 12,600 | $194,040 | 0.00% | 0.13% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 12,280 | $189,112 | 100.00% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 07/24/2024 | 12,065 | $185,801 | 0.00% | 0.12% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 11,821 | $182,043 | 0.00% | 0.12% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/13/2024 | 11,300 | $174,020 | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 08/14/2024 | 11,252 | $173,281 | 100.00% | 0.12% |
| JPMORGAN CHASE & CO | 08/12/2024 | 11,227 | $172,895 | 30.90% | 0.11% |
| MAN GROUP PLC | 08/14/2024 | 10,942 | $168,507 | -49.28% | 0.11% |
Investar Holding Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of ISTR shares?
During the previous two years, 97 institutional investors and hedge funds held shares of Investar Holding Corporation. The most heavily invested institutionals were:
BANC FUNDS CO LLC: 609,617
Fourthstone LLC: 583,146
BlackRock Inc.: 572,004
VANGUARD GROUP INC: 517,681
ALLIANCEBERNSTEIN L.P.: 361,631
MALTESE CAPITAL MANAGEMENT LLC: 264,600
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What percentage of Investar Holding Corporation stock is owned by institutional investors?
60.49% of Investar Holding Corporation stock is owned by institutional investors.
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How much institutional buying is happening at ISTR ?
Institutional investors have bought a total of 6.04 M shares in the last 24 months. This purchase volume represents approximately $114.14 M in transactions.