Investar Ownership | Who Owns Investar?

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Investar Ownership Summary

Investar is owned by 63.99% institutional investors, 7.35% insiders, and 28.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.97% 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	63.99%	7.35%	28.65%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	981.64K	9.97%	$22.78M
Blackrock	572.00K	5.85%	$8.81M
Vanguard group	523.75K	5.32%	$12.16M
Alliancebernstein	431.28K	4.38%	$10.01M
Dimensional fund advisors lp	391.73K	3.98%	$9.09M
Banc funds	371.10K	3.77%	$8.61M
Royce & associates lp	316.21K	3.21%	$7.34M
Wellington management group llp	292.10K	2.97%	$6.78M
Fourthstone	279.85K	2.84%	$6.50M
Maltese capital management	248.85K	2.53%	$5.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	118.47K	1.90%	$2.75M
Banc funds	371.10K	1.51%	$8.61M
Fourthstone	279.85K	1.16%	$6.50M
Maltese capital management	248.85K	0.87%	$5.78M
Greenwich investment management	24.22K	0.34%	$372.99K
Mendon capital advisors	38.04K	0.34%	$887.26K
Green square capital advisors	45.99K	0.11%	$888.55K
Hillsdale investment management	111.30K	0.08%	$2.58M
Royce & associates lp	316.21K	0.07%	$7.34M
Kennedy capital management	135.64K	0.07%	$3.15M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Fourthstone	279.85K	1.16%	249.61K
Blackrock funding, inc. /de	981.64K	0.00%	90.22K
Wellington management group llp	292.10K	0.00%	85.50K
Acadian asset management	165.22K	0.01%	54.62K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-164.01K
Franklin resources	-	-	-132.34K
Hotchkis & wiley capital management	-	-	-118.85K
Banc funds	371.10K	1.51%	-109.80K
Kestra advisory services	-	-	-82.08K

New Positions

Holder	Shares	% Assets	Change	Value
Mendon capital advisors	38.04K	0.34%	38.04K	$887.26K
Martingale asset management l p	37.01K	0.02%	37.01K	$858.96M
Jane street group	21.57K	0.00%	21.57K	$500.69M
Quadrature capital	13.84K	0.00%	13.84K	$321.60K
Invesco	9.69K	-	9.69K	$224.84K

Sold Out

Holder	Change
Capital performance advisors llp	-18.00
Cornerstone planning group	-24.00
Macquarie group	-295.00
Innealta capital	-648.00
Advisor group	-1.13K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	81	9.46%	6,099,803	3.21%	62	1.70%	56	27.27%	10	-33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	332.01K	3.38%	-
Vanguard Total Stock Mkt Idx Inv	324.86K	3.30%	-7.15K
iShares Russell 2000 ETF	250.69K	2.55%	-
Kennedy Extended Small Cap	144.83K	1.47%	-10.73K
Royce Micro-Cap Invmt	144.60K	1.47%	-4.00K
Franklin Mutual Small-Mid Cap Val A	132.31K	1.35%	-28.42K
Royce Micro Cap Trust	110.54K	1.12%	110.54K
Fidelity Small Cap Index	91.18K	0.93%	658.00
iShares Russell 2000 Value ETF	85.03K	0.87%	-
Vanguard Institutional Extnd Mkt Idx Tr	84.41K	0.86%	-38.46K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 22, 2024	Ginn Scott G	-	Buy	$200.69K
Jun 07, 2024	D'Angelo John J	Chief Executive Officer	Sell	$10.02K
Oct 31, 2022	Jordan Robert Chris	-	Buy	$244.42
Apr 29, 2022	Jordan Robert Chris	-	Buy	$197.30
Jul 26, 2022	Jordan Robert Chris	-	Buy	$204.48

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	1	-
2024 Q3	-	-

ISTR Ownership FAQ

Who Owns Investar?

Investar shareholders are primarily institutional investors at 63.99%, followed by 7.35% insiders and 28.66% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 38.26%, which Investar exceeds.

Who owns the most shares of Investar?

Investar’s largest shareholders are Blackrock funding, inc. /de (981.64K shares, 9.97%), Blackrock (572K shares, 5.85%), and Vanguard group (523.75K shares, 5.32%). Together, they hold 21.15% 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?

Petiole usa is Investar’s biggest shareholder by percentage of total assets invested, with 1.90% of its assets in 118.47K Investar shares, valued at 2.75M$.

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.

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