Investar Ownership | Who Owns Investar?

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Investar Ownership Summary

Investar is owned by 47.46% institutional investors, 9.19% insiders, and 43.35% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.21% 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	47.46%	9.19%	43.35%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.10M	11.21%	$30.07M
Fourthstone	827.39K	8.41%	$22.56M
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	401.08K	4.08%	$10.72M
Banc funds	306.90K	3.12%	$8.20M
Geode capital management	300.10K	3.05%	$8.19M
Royce & associates lp	292.09K	2.97%	$7.97M
Wellington management group llp	250.80K	2.55%	$6.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	827.39K	3.82%	$22.56M
Banc funds	306.90K	1.53%	$8.20M
Maltese capital management	157.00K	0.84%	$4.28M
Glass wealth management	66.59K	0.70%	$1.82M
Mendon capital advisors	38.04K	0.40%	$1.04M
Greenwich investment management	24.22K	0.34%	$372.99K
Integrated quantitative investments	33.58K	0.17%	$915.78K
Green square capital advisors	41.64K	0.12%	$1.14M
Numerai gp	43.06K	0.12%	$1.17M
Elco management	8.04K	0.11%	$219.17K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Hightower advisors	211.92K	0.01%	201.92K
Fourthstone	827.39K	3.82%	131.40K
Blackrock funding, inc. /de	1.10M	0.00%	104.70K
Bank of new york mellon	123.24K	0.00%	87.09K

Top Sellers

Holder	Shares	% Assets	Change
Acadian asset management	-	-	-167.93K
Rhino investment partners	-	-	-164.01K
Franklin resources	-	-	-132.34K
Hotchkis & wiley capital management	-	-	-118.85K
Petiole usa	-	-	-118.47K

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
Numerai gp	43.06K	0.12%	43.06K	$1.17M

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 %
Mar 31, 2026	72	-27.27%	4,668,295	-28.14%	47	1.09%	40	-18.37%	15	-53.13%
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%

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%	-
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%	-
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 47.46%, followed by 9.19% insiders and 43.35% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 38.44%, which Investar exceeds.

Who owns the most shares of Investar?

Investar’s largest shareholders are Blackrock funding, inc. /de (1.1M shares, 11.21%), Fourthstone (827.39K shares, 8.41%), and Blackrock (572K shares, 5.85%). Together, they hold 25.48% 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 3.82% of its assets in 827.39K Investar shares, valued at 22.56M$.

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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