Investar Holding Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 879,653 | $17.07 M | 100.00% | 8.95% |
| BANC FUNDS CO LLC | 11/14/2024 | 583,925 | $11.33 M | -4.21% | 5.94% |
| VANGUARD GROUP INC | 11/13/2024 | 524,372 | $10.17 M | 1.29% | 5.34% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 346,941 | $6.73 M | -4.06% | 3.53% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 317,489 | $6.16 M | 26.37% | 3.23% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 259,600 | $5.04 M | -1.89% | 2.64% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 258,610 | $5.02 M | 0.00% | 2.63% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 222,054 | $4.31 M | 0.24% | 2.26% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 201,884 | $3.92 M | 18.09% | 2.05% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 189,982 | $3.77 M | -5.91% | 1.93% |
| PETIOLE USA LTD | 11/13/2024 | 172,043 | $3.34 M | 0.00% | 1.75% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 161,182 | $3.13 M | 49.59% | 1.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 143,789 | $2.79 M | 1.80% | 1.46% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 135,850 | $2.64 M | -30.49% | 1.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 123,776 | $2.40 M | 104.48% | 1.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 123,066 | $2.39 M | 20.76% | 1.25% |
| STATE STREET CORP | 11/14/2024 | 108,540 | $2.12 M | 5.62% | 1.10% |
| MORGAN STANLEY | 11/14/2024 | 99,842 | $1.94 M | 47.59% | 1.02% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 89,000 | $1.73 M | 687.61% | 0.91% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 86,576 | $1.68 M | 303.50% | 0.88% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 71,039 | $1.41 M | 76.40% | 0.72% |
| BOSTON PARTNERS | 11/12/2024 | 68,077 | $1.32 M | 24.44% | 0.69% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 66,675 | $1.29 M | 121.70% | 0.68% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 53,720 | $1.04 M | 354.45% | 0.55% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 51,524 | $999,566 | 5.20% | 0.52% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11/07/2024 | 51,485 | $1.00 M | 0.48% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 40,801 | $791,539 | -15.13% | 0.42% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 39,037 | $757,323 | 88.86% | 0.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 38,310 | $743,214 | 49.88% | 0.39% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 31,748 | $616,000 | -1.46% | 0.32% |
| RHINO INVESTMENT PARTNERS, INC | 11/12/2024 | 30,061 | $583,183 | 100.00% | 0.31% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 29,481 | $571,931 | 100.00% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 27,225 | $528,165 | 100.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 26,778 | $519,493 | 6.80% | 0.27% |
| BARCLAYS PLC | 11/19/2024 | 26,122 | $507,000 | 25.00% | 0.27% |
| STRS OHIO | 11/01/2024 | 21,800 | $422,920 | 0.00% | 0.22% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 17,959 | $348,405 | 100.00% | 0.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 16,417 | $318,490 | 46.23% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 16,155 | $313,407 | 0.00% | 0.16% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 15,017 | $291,617 | 22.29% | 0.15% |
| SAVANT CAPITAL, LLC | 11/04/2024 | 14,609 | $283,415 | 9.54% | 0.15% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 14,186 | $275,208 | 100.00% | 0.14% |
| CORNERCAP INVESTMENT COUNSEL INC | 11/06/2024 | 14,031 | $272.20 M | 100.00% | 0.14% |
| ADVISORY SERVICES NETWORK, LLC | 11/14/2024 | 12,600 | $194,040 | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 12,155 | $235,807 | 100.41% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 10/17/2024 | 12,095 | $234,643 | 0.25% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 10,000 | $194,000 | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2024 | 9,767 | $190,000 | 4.24% | 0.10% |
| RHUMBLINE ADVISERS | 11/12/2024 | 9,509 | $184,472 | -10.48% | 0.10% |
| UBS GROUP AG | 11/14/2024 | 7,460 | $144,724 | 45.02% | 0.08% |
Investar Holding Corporationinstitutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Investar Holding Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 879,653
BANC FUNDS CO LLC: 583,925
VANGUARD GROUP INC: 524,372
ALLIANCEBERNSTEIN L.P.: 346,941
DIMENSIONAL FUND ADVISORS LP: 317,489
MALTESE CAPITAL MANAGEMENT LLC: 259,600
62.06% of Investar Holding Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 6.65 M shares in the last 24 months. This purchase volume represents approximately $130.43 M in transactions.