Investar Ownership | Who Owns Investar?

Overview Forecast RevenueFinancials Chart

Investar Ownership Summary

Investar is owned by 62.06% institutional investors, 7.80% insiders, and 30.14% retail investors. Banc funds is the largest institutional shareholder, holding 6.24% 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	62.06%	7.80%	30.14%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Banc funds	609.62K	6.24%	$9.39M
Blackrock	572.00K	5.85%	$8.81M
Vanguard group	517.68K	5.30%	$7.97M
Alliancebernstein	361.63K	3.70%	$5.57M
Maltese capital management	264.60K	2.71%	$4.07M
Royce & associates lp	258.61K	2.65%	$3.98M
Dimensional fund advisors lp	251.24K	2.57%	$3.87M
Geode capital management	221.52K	2.27%	$3.41M
Franklin resources	201.91K	2.07%	$3.11M
Hotchkis & wiley capital management	195.45K	2.00%	$3.01M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	172.04K	2.22%	$2.65M
Banc funds	609.62K	1.11%	$9.39M
Maltese capital management	264.60K	0.75%	$4.07M
Greenwich investment management	24.22K	0.34%	$372.99K
Green square capital advisors	51.24K	0.11%	$789.05K
Kennedy capital management	170.96K	0.06%	$2.63M
Bridgeway capital management	141.24K	0.05%	$2.18M
Royce & associates lp	258.61K	0.04%	$3.98M
Hillsdale investment management	11.30K	0.01%	$174.02K
Empowered funds	48.98K	0.01%	$749.36K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	572.00K	0.00%	422.27K
Geode capital management	221.52K	0.00%	110.43K
State street	102.77K	0.00%	73.12K
Morgan stanley	67.65K	0.00%	55.49K
Vanguard group	517.68K	0.00%	45.99K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-583.15K
Kestra advisory services	-	-	-108.93K
Susquehanna group, llp	-	-	-79.42K
Millennium management	20.45K	0.00%	-55.97K
Kennedy capital management	170.96K	0.06%	-43.56K

New Positions

Holder	Shares	% Assets	Change	Value
Charles schwab investment management	25.07K	0.00%	25.07K	$386.11K
Invesco	24.89K	0.00%	24.89K	$383.35K
Strs ohio	21.80K	0.00%	21.80K	$335.72K
Acadian asset management	21.46K	0.00%	21.46K	$329.00K
Savant capital	13.34K	0.00%	13.34K	$205.39K

Sold Out

Holder	Change
Tower research capital llc (trc)	-158.00
Macquarie group	-295.00
Innealta capital	-648.00
Copeland capital management	-1.99K
Cubist systematic strategies	-3.57K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	58	3.57%	5,179,907	-1.38%	52	1.87%	31	55.00%	14	-17.65%
Sep 30, 2023	56	-1.75%	5,252,612	-3.02%	53	1.78%	20	-4.76%	17	-29.17%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	332.01K	3.38%	-
iShares Russell 2000 ETF	238.53K	2.43%	-532.00
Franklin Mutual Small-Mid Cap Val A	189.98K	1.93%	-
Royce Micro-Cap Invmt	179.90K	1.83%	-
Kennedy Extended Small Cap	155.56K	1.58%	24.08K
Vanguard Institutional Extnd Mkt Idx Tr	122.88K	1.25%	-
iShares Russell 2000 Value ETF	94.48K	0.96%	-
Fidelity Small Cap Index	91.86K	0.93%	-3.49K
Royce Capital Micro-Cap Inv	78.71K	0.80%	-
Empower Small Cap Value/Kennedy SP	71.72K	0.73%	-6.14K

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
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	-
2023 Q4	5	-
2023 Q3	-	-

ISTR Ownership FAQ

Who Owns Investar?

Investar shareholders are primarily institutional investors at 62.06%, followed by 7.80% insiders and 30.14% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 51.67%, which Investar exceeds.

Who owns the most shares of Investar?

Investar’s largest shareholders are Banc funds (609.62K shares, 6.24%), Blackrock (572K shares, 5.85%), and Vanguard group (517.68K shares, 5.30%). Together, they hold 17.39% 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 2.22% of its assets in 172.04K Investar shares, valued at 2.65M$.

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.

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