Investar Ownership | Who Owns Investar?

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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	31.54%	12.70%	55.76%

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
Alliancebernstein	431.28K	4.38%	$10.01M
Dimensional fund advisors lp	410.56K	4.17%	$10.97M
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
Greenwich investment management	24.22K	0.34%	$372.99K
Mendon capital advisors	38.04K	0.34%	$887.26K
Elco management	8.04K	0.14%	$214.75K
Green square capital advisors	46.43K	0.13%	$1.24M
Royce & associates lp	295.83K	0.08%	$7.90M
Hillsdale investment management	96.94K	0.07%	$2.59M
Kennedy capital management	135.64K	0.07%	$3.15M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Fourthstone	695.99K	3.48%	416.14K
Wellington management group llp	292.10K	0.00%	85.50K
Arrowstreet capital, limited partnership	111.41K	0.00%	53.09K
Kennedy capital management	135.64K	0.07%	52.74K

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
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
Sei investments	34.01K	0.00%	34.01K	$908.72K
Quadrature capital	13.84K	0.00%	13.84K	$321.60K
Legato capital management	12.12K	0.03%	12.12K	$323.87K

Sold Out

Holder	Change
Clearstead advisors	-2.00
Capital performance advisors llp	-18.00
Cornerstone planning group	-24.00
Srs capital advisors	-253.00
Macquarie group	-295.00

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	325.38K	2.37%	-
iShares Russell 2000 ETF	251.48K	1.83%	251.48K
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
Royce Micro-Cap Invmt	141.60K	1.03%	-
Kennedy Micro Cap Opportunities	136.18K	0.99%	43.23K
Royce Micro-Cap Trust	110.54K	0.80%	-
Empower Small Cap Value/Kennedy SP	71.72K	0.73%	-6.14K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Oct 31, 2022	Jordan Robert Chris	-	Buy	$244.42
Apr 29, 2022	Jordan Robert Chris	-	Buy	$197.30

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	1
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	1	-

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 31.54%, 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.

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