Investar Holding

ISTR • NASDAQ

Investar Holding is a banks - regional company in the financial services sector on NASDAQ, led by John J. D'Angelo, with a market cap of $266.6M. As of Q3 2025, 64% of shares are held by 95 institutional investors, with BlackRock, Inc. as the largest holder at 9.99%.

President, CEO, and interim CFOJohn J. D'Angelo

Market Cap$266.6M

Banks - Regional

Financial Services

Employees323.0

Websiteinvestarbank.com

Country

United States of America

Overview

Overview of institutional ownership in ISTR as of Q3 2025 with a market cap of $228.1M

All Institutions

Institutions: 95
Value Held: $146.3M
Shares Held: 6.3M
Avg Position: $1.5M
Median Position: $321.6K

Hedge Funds

Hedge Funds: 10
Value Held: $19.9M
Shares Held: 856.8K
Avg Position: $2.0M
Median Position: $944.6K

Ownership Breakdown

Institutional (non-HF)

55.44%

$126.4M

Hedge Funds

8.72%

$19.9M

Retail & Other

35.83%

$81.7M

Based on market cap of $228.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ISTR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$22.8M 0.00% of portfolio	9.99% 981.6K shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$12.2M 0.00% of portfolio	5.33% 523.7K shares	Q1 2015 Held for 10y 8m	$6.69T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$10.0M 0.00% of portfolio	4.39% 431.3K shares	Q1 2020 Held for 5y 8m	$317.45B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$9.1M 0.00% of portfolio	3.99% 391.7K shares	Q2 2017 Held for 8y 5m	$466.32B
B BANC FUNDS CO LLC Institution	-	$8.6M 2.09% of portfolio	3.78% 371.1K shares	Q3 2014 Held for 11y 2m	$411.3M
R ROYCE & ASSOCIATES LLC Institution	-	$7.3M 0.07% of portfolio	3.22% 316.2K shares	Q2 2018 Held for 7y 5m	$10.0B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$6.8M 0.00% of portfolio	2.97% 292.1K shares	Q2 2021 Held for 4y 5m	$571.21B
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$6.5M 1.16% of portfolio	2.85% 279.8K shares	Q2 2025 Held for 5 months	$557.6M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	$5.8M 0.89% of portfolio	2.53% 248.9K shares	Q3 2014 Held for 11y 2m	$646.2M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$5.4M 0.00% of portfolio	2.36% 231.9K shares	Q3 2016 Held for 9y 2m	$1.57T

Net Capital Flow

Institutional buying and selling activity for ISTR in Q3 2025

Traded: +$8.0M
Buyers: 51
Sellers: 32
Total Bought: +$20.4M
Total Sold: −$12.4M
Avg Position: $1.4M

Biggest Buyers

Institution	Net Bought	Current Position
Fourthstone LLC Hedge Fund•Long/Short	+$5.8M +249.6K shares	$6.5M 279.8K shares
B BlackRock, Inc. Institution	+$2.1M +90.2K shares	$22.8M 981.6K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$2.0M +85.5K shares	$6.8M 292.1K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$1.3M +54.6K shares	$3.8M 165.2K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$1.2M +53.1K shares	$2.6M 111.4K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$1.2M +52.7K shares	$3.1M 135.6K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	+$887.3K +38.0K shares	$887.3K 38.0K shares
MARTINGALE ASSET MANAGEMENT L P Long Only Manager	+$859.0K +37.0K shares	$859.0K 37.0K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$671.1K +28.9K shares	$2.0M 87.3K shares
J JANE STREET GROUP, LLC Institution	+$500.7K +21.6K shares	$500.7K 21.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
R rhino investment partners, Inc Hedge Fund•Value	−$3.2M −164.0K shares	Sold Off 0 shares
B BANC FUNDS CO LLC Institution	−$2.5M −109.8K shares	$8.6M 371.1K shares
Kestra Advisory Services, LLC RIA/Wealth	−$1.6M −82.1K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$951.6K −41.0K shares	$1.2M 53.8K shares
P Petiole USA ltd Institution	−$640.6K −27.6K shares	$2.7M 118.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$577.5K −29.9K shares	Sold Off 0 shares
Trexquant Investment LP Hedge Fund•Quant	−$319.1K −13.7K shares	$331.5K 14.3K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$310.1K −13.4K shares	$2.9M 125.8K shares
Black Maple Capital Management LP Hedge Fund•Multi-Strategy	−$308.4K −16.0K shares	Sold Off 0 shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$263.5K −13.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ISTR in Q3 2025

New Positions: 6
New Value: $631.0K
Exited Positions: 7
Exited Value: $6.1M

New Positions

Institution	Position Value
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$396.4K 17.1K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$213.5K 9.2K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$15.2K 653.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$5.9K 253.0 shares
True Wealth Design, LLC RIA/Wealth	$70.0 3.0 shares
Hartland & Co., LLC RIA/Wealth	$47.0 2.0 shares

Exited Positions

Institution	Previous Position
R rhino investment partners, Inc Hedge Fund•Value	$3.2M 164.0K shares
Kestra Advisory Services, LLC RIA/Wealth	$1.6M 82.1K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$577.5K 29.9K shares
Black Maple Capital Management LP Hedge Fund•Multi-Strategy	$308.4K 16.0K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$263.5K 13.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$223.0K 11.5K shares
A Advisor Group Holdings, Inc. Institution	$21.8K 1.1K shares

Options Activity

Institutions with the largest Call and Put options positions in ISTR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ISTR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B BANC FUNDS CO LLC Institution	-	2.09% $8.6M	3.78% 371.1K shares	Q3 2014 Held for 11y 2m	$411.3M
P Petiole USA ltd Institution	-	1.90% $2.7M	1.21% 118.5K shares	Q4 2021 Held for 3y 11m	$144.8M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	1.16% $6.5M	2.85% 279.8K shares	Q2 2025 Held for 5 months	$557.6M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	0.89% $5.8M	2.53% 248.9K shares	Q3 2014 Held for 11y 2m	$646.2M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	0.40% $887.3K	0.39% 38.0K shares	Q3 2025 Held for 2 months	$221.8M
GREEN SQUARE CAPITAL MANAGEMENT LLC RIA/Wealth	Steven Wayne Sansom CEO	0.11% $888.5K	0.47% 46.0K shares	Q2 2016 Held for 9y 5m	$837.7M
Hillsdale Investment Management Inc. Long Only Manager	Albert Christopher Guthrie CEO	0.08% $2.6M	1.13% 111.3K shares	Q1 2024 Held for 1y 8m	$3.3B
R ROYCE & ASSOCIATES LLC Institution	-	0.07% $7.3M	3.22% 316.2K shares	Q2 2018 Held for 7y 5m	$10.0B
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	0.07% $3.1M	1.38% 135.6K shares	Q4 2020 Held for 4y 11m	$4.5B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.06% $2.9M	1.28% 125.8K shares	Q2 2020 Held for 5y 5m	$4.7B

Hedge Fund Spotlight

Discover hedge funds investing in ISTR

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Investar Holding

Market Value: $1.0M
Shares Held: 43.2K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%