Investar Ownership | Who Owns Investar?

Overview Forecast RevenueFinancials Chart

Investar Ownership Summary

Investar is owned by 50.85% institutional investors, 8.19% insiders, and 40.95% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.15% of ISTR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.38% of its assets in Investar shares.

ISTR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Investar	50.85%	8.19%	40.95%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	998.13K	10.15%	$26.67M
Fourthstone	695.99K	7.08%	$18.60M
Blackrock	572.00K	5.85%	$8.81M
Vanguard group	532.48K	5.41%	$14.23M
Dimensional fund advisors lp	437.40K	4.45%	$11.93M
Alliancebernstein	431.28K	4.38%	$10.01M
Banc funds	306.90K	3.12%	$8.20M
Royce & associates lp	295.83K	3.01%	$7.90M
Wellington management group llp	292.10K	2.97%	$6.78M
Maltese capital management	248.85K	2.53%	$5.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	695.99K	3.48%	$18.60M
Banc funds	306.90K	1.62%	$8.20M
Maltese capital management	248.85K	0.87%	$5.78M
Glass wealth management	66.59K	0.70%	$1.82M
Greenwich investment management	24.22K	0.34%	$372.99K
Mendon capital advisors	38.04K	0.34%	$887.26K
Green square capital advisors	41.64K	0.12%	$1.14M
Elco management	8.04K	0.11%	$219.17K
True north advisors	27.06K	0.08%	$737.93K
Royce & associates lp	295.83K	0.08%	$7.90M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Fourthstone	695.99K	3.48%	416.14K
Hightower advisors	211.92K	0.01%	201.92K
Bank of new york mellon	123.24K	0.00%	87.09K
Cartesian growth	86.57K	0.05%	86.57K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-164.01K
Franklin resources	-	-	-132.34K
Hotchkis & wiley capital management	-	-	-118.85K
Petiole usa	-	-	-118.47K
Hillsdale investment management	-	-	-96.94K

New Positions

Holder	Shares	% Assets	Change	Value
Cartesian growth	86.57K	0.05%	86.57K	$2.37M
Vanguard fiduciary trust	77.70K	0.00%	77.70K	$2.12M
Kestra advisory services	73.96K	0.01%	73.96K	$2.02M
Glass wealth management	66.59K	0.70%	66.59K	$1.82M
Mendon capital advisors	38.04K	0.34%	38.04K	$887.26K

Sold Out

Holder	Change
Clearstead advisors	-2.00
Capital performance advisors llp	-18.00
Covestor	-21.00
Cornerstone planning group	-24.00
Srs capital advisors	-253.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	72	-24.21%	5,002,203	-20.76%	50	1.24%	36	-30.77%	23	-4.17%
Sep 30, 2025	92	8.24%	6,299,792	15.16%	63	2.07%	50	28.21%	24	-7.69%
Jun 30, 2025	88	3.53%	6,009,815	0.34%	61	1.65%	41	2.50%	27	-6.90%
Mar 31, 2025	2	-97.65%	80,072	-98.72%	-	0.02%	2	-94.87%	-	-100.00%
Dec 31, 2024	81	-1.22%	6,084,873	-0.25%	61	1.61%	38	-33.33%	27	170.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	332.01K	3.38%	-
Vanguard Total Stock Mkt Idx Inv	437.18K	3.18%	111.80K
iShares Russell 2000 ETF	276.24K	2.01%	2.35K
Kennedy Extended Small Cap	144.83K	1.47%	-10.73K
Franklin Mutual Small-Mid Cap Val A	132.31K	1.35%	-28.42K
Royce Micro Cap Trust	110.54K	1.12%	110.54K
Kennedy Micro Cap Opportunities	141.09K	1.03%	4.90K
Royce Micro-Cap Invmt	138.21K	1.01%	-3.39K
Vanguard Institutional Extnd Mkt Idx Tr	136.82K	1.00%	46.51K
iShares Russell 2000 Value ETF	111.81K	0.81%	602.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 23, 2026	Jordan Robert Chris	-	Buy	$54.72K
Mar 12, 2026	Jordan Robert Chris	-	Buy	$41.62K
Jan 27, 2026	D'Angelo John J	Chief Executive Officer	Sell	$732.83K
Nov 22, 2024	Ginn Scott G	-	Buy	$200.69K
Jun 07, 2024	D'Angelo John J	Chief Executive Officer	Sell	$10.02K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2026 Q1	1	1
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-

ISTR Ownership FAQ

Who Owns Investar?

Investar shareholders are primarily institutional investors at 50.85%, followed by 8.19% insiders and 40.96% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 31.75%, which Investar exceeds.

Who owns the most shares of Investar?

Investar’s largest shareholders are Blackrock funding, inc. /de (998.12K shares, 10.15%), Fourthstone (695.99K shares, 7.08%), and Blackrock (572K shares, 5.85%). Together, they hold 23.08% of Investar’s total shares outstanding.

Does Blackrock own Investar?

Yes, BlackRock owns 5.85% of Investar, totaling 572K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.81M$. In the last quarter, BlackRock increased its holdings by 422.27K shares, a 282.02% change.

Who is Investar’s biggest shareholder by percentage of total assets invested?

Fourthstone is Investar’s biggest shareholder by percentage of total assets invested, with 3.48% of its assets in 695.99K Investar shares, valued at 18.6M$.

Who is the top mutual fund holder of Investar shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Investar shares, with 3.38% of its total shares outstanding invested in 332.01K Investar shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools