Investar Ownership | Who Owns Investar?

Overview Forecast RevenueFinancials Chart

Investar Ownership Summary

Investar is owned by 0.81% institutional investors, 7.59% insiders, and 91.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.58% of ISTR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.38% of its assets in Investar shares.

ISTR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Investar	0.81%	7.59%	91.60%
Sector	Financial Services Stocks	33.25%	14.48%	52.27%
Industry	Regional Banks Stocks	34.32%	11.75%	53.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	843.53K	8.58%	$18.52M
Blackrock	572.00K	5.85%	$8.81M
Vanguard group	525.97K	5.35%	$11.55M
Banc funds	522.12K	5.31%	$11.47M
Alliancebernstein	345.81K	3.52%	$7.59M
Dimensional fund advisors lp	341.38K	3.47%	$7.50M
Maltese capital management	254.00K	2.58%	$5.58M
Wellington management group llp	228.88K	2.33%	$5.03M
Royce & associates lp	223.17K	2.27%	$4.90M
Geode capital management	220.77K	2.25%	$4.85M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	146.07K	2.02%	$3.21M
Banc funds	522.12K	1.26%	$11.47M
Maltese capital management	254.00K	0.85%	$5.58M
Rhino investment partners	145.45K	0.71%	$3.19M
Black maple capital management lp	48.55K	0.48%	$854.91K
Greenwich investment management	24.22K	0.34%	$372.99K
Green square capital advisors	51.72K	0.16%	$1.14M
Hillsdale investment management	92.20K	0.10%	$2.02M
Kennedy capital management	195.13K	0.10%	$4.28M
Bridgeway capital management	145.89K	0.07%	$3.20M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Rhino investment partners	145.45K	0.71%	115.39K
State street	102.77K	0.00%	73.12K
Russell investments group	191.09K	0.01%	68.03K
Wellington management group llp	228.88K	0.00%	67.69K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-583.15K
Franklin resources	-	-	-132.34K
Hotchkis & wiley capital management	-	-	-118.85K
Susquehanna group, llp	-	-	-79.42K
Kestra advisory services	-	-	-78.05K

New Positions

Holder	Shares	% Assets	Change	Value
Black maple capital management lp	48.55K	0.48%	48.55K	$854.91K
Invesco	24.89K	0.00%	24.89K	$383.35K
Strs ohio	21.80K	0.00%	21.80K	$335.72K
Prudential financial	9.62K	0.00%	9.62K	$211.25K

Sold Out

Holder	Change
Eversource wealth advisors	-1.00
Capital performance advisors llp	-18.00
Cornerstone planning group	-24.00
Macquarie group	-295.00
Innealta capital	-648.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	74	17.46%	5,909,893	6.90%	60	1.88%	44	51.72%	15	-16.67%
Mar 31, 2024	63	8.62%	5,528,441	6.73%	56	2.03%	29	-6.45%	18	28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	332.01K	3.38%	-
Vanguard US Total Market Shares ETF	332.01K	3.38%	-
iShares Russell 2000 ETF	262.83K	2.68%	44.00
Royce Micro-Cap Invmt	148.60K	1.51%	-6.13K
Kennedy Extended Small Cap	144.83K	1.47%	-10.73K
Franklin Mutual Small-Mid Cap Val A	132.31K	1.35%	-28.42K
Vanguard Institutional Extnd Mkt Idx Tr	122.88K	1.25%	-
iShares Russell 2000 Value ETF	92.47K	0.94%	-315.00
Fidelity Small Cap Index	87.89K	0.89%	-
DFA US Small Cap Value I	78.42K	0.80%	736.00

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 Q2	-	-
2025 Q1	-	-
2024 Q4	1	-
2024 Q3	-	-
2024 Q2	-	1

ISTR Ownership FAQ

Who Owns Investar?

Investar shareholders are primarily institutional investors at 0.81%, followed by 7.59% insiders and 91.60% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 34.32%, which Investar falls below.

Who owns the most shares of Investar?

Investar’s largest shareholders are Blackrock funding, inc. /de (843.53K shares, 8.58%), Blackrock (572K shares, 5.85%), and Vanguard group (525.97K shares, 5.35%). Together, they hold 19.79% 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 2.02% of its assets in 146.07K Investar shares, valued at 3.21M$.

Who is the top mutual fund holder of Investar shares?

Vanguard Total Stock Mkt Idx Inv 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