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Investar Holding Corp (ISTR)

CUSIP: 46134L105 | NYSE | Financial Services · Banks - Regional | Small Cap | 262 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AWellington Management Group LLP714,2835.2%New 5%+ stakeJun 30, 2026250,797 sh (Mar 31, 2026)
13G/AWellington Management Group LLP714,283
5.2% of class · Jun 30, 2026New 5%+ stake
250,797 sh (Mar 31, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP596,933
0.0% of portfolio›$17.2M
Kestra Advisory Services, LLC82,622
0.0% of portfolio›$2.4M
Bank of New York Mellon Corp50,074
0.0% of portfolio›$1.4M
Glass Wealth Management Co LLC49,903
0.5% of portfolio›$1.4M
Steel Grove Capital Advisors, LLC41,971
0.1% of portfolio›$1.2M
True North Advisors, LLC27,060
0.1% of portfolio›$784.7K
Y-Intercept (Hong Kong) Ltd25,746
0.0% of portfolio›$743.5K
Creative Planning22,095
0.0% of portfolio›$638.1K
Elco Management Co., LLC17,740
0.2% of portfolio›$512.3K
Cambridge Investment Research Advisors, Inc.17,644
0.0% of portfolio›$510.0K
Ritholtz Wealth Management17,001
0.0% of portfolio›$491.0K
Concurrent Investment Advisors, LLC10,000
0.0% of portfolio›$288.8K
James Investment Research, Inc.8,819
0.0% of portfolio›$254.7K
Thrivent Financial for Lutherans8,712
0.0% of portfolio›$252.0K
Citigroup Inc2,831
0.0% of portfolio›$81.8K
Strs Ohio2,000
0.0% of portfolio›$57.8K
State of Alaska, Department of Revenue1,394
0.0% of portfolio›$39
Gamma Investing LLC446
0.0% of portfolio›$12.9K
Covestor Ltd296
0.0% of portfolio›$8
Sterling Capital Management LLC252
0.0% of portfolio›$7.3K
SJS Investment Consulting Inc.234
0.0% of portfolio›$6.8K
Farther Finance Advisors, LLC200
0.0% of portfolio›$5.8K
Capital Advisors, Ltd. LLC180
0.0% of portfolio›$5
Parallel Advisors, LLC108
0.0% of portfolio›$3.1K
EverSource Wealth Advisors, LLC89
0.0% of portfolio›$2.6K
IFP Advisors, Inc87
0.0% of portfolio›$2.5K
Fortitude Family Office, LLC87
0.0% of portfolio›$2.5K
Root Financial Partners, LLC51
0.0% of portfolio›$1.5K
Essential Partners LLC49
0.0% of portfolio›$1.4K
US Bancorp \de\24
0.0% of portfolio›$693
Signaturefd, LLC21
0.0% of portfolio›$606
Parkside Financial Bank & Trust15
0.0% of portfolio›$434
True Wealth Design, LLC13
0.0% of portfolio›$376
GK Wealth Management LLC4
0.0% of portfolio›$127
Nisa Investment Advisors, LLC1
0.0% of portfolio›$29
SBI Securities Co., Ltd.1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
596,933$17.2M0.0%IndexLowAustin, TX2026-11-04
Kestra Advisory Services, LLC
82,622$2.4M0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
50,074$1.4M0.0%CoreLowNew York, NY2026-11-05
Glass Wealth Management Co LLC
49,903$1.4M0.5%GrowthLowSan Antonio, TX2026-10-28
Steel Grove Capital Advisors, LLC
41,971$1.2M0.1%ETFLowMemphis, TN2026-10-13
True North Advisors, LLC
27,060$784.7K0.1%CoreMediumDallas, TX2026-10-22
Y-Intercept (Hong Kong) Ltd
25,746$743.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
22,095$638.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Elco Management Co., LLC
17,740$512.3K0.2%CoreLowNew York, NY2026-10-14
Cambridge Investment Research Advisors, Inc.
17,644$510.0K0.0%ETFLowFairfield, IA2026-11-02
Ritholtz Wealth Management
17,001$491.0K0.0%IndexLowNew York, NY2026-11-05
Concurrent Investment Advisors, LLC
10,000$288.8K0.0%GrowthMediumTampa, FL2026-10-16
James Investment Research, Inc.
8,819$254.7K0.0%CoreLowAlpha, OH2026-10-22
Thrivent Financial for Lutherans
8,712$252.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
2,831$81.8K0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
2,000$57.8K0.0%CoreMediumColumbus, OH2026-10-30
State of Alaska, Department of Revenue
1,394$390.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
446$12.9K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
296$80.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
252$7.3K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
234$6.8K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
200$5.8K0.0%IndexLowSan Francisco, CA2026-10-08
Capital Advisors, Ltd. LLC
180$50.0%ETFLowShaker Heights, OH2026-10-27
Parallel Advisors, LLC
108$3.1K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
89$2.6K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
87$2.5K0.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
87$2.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
51$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
49$1.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
24$6930.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
21$6060.0%IndexLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
15$4340.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
13$3760.0%ETFMediumAkron, OH2026-10-13
GK Wealth Management LLC
4$1270.0%GARPVery HighReno, NV2026-10-09
Nisa Investment Advisors, LLC
1$290.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
1$290.0%Agg GrowthLowTokyo, Mexico2026-10-22