Investar Ownership | Who Owns Investar?

Overview Forecast RevenueFinancials Chart

Investar Ownership Summary

Investar is owned by 61.91% institutional investors, 7.48% insiders, and 30.62% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.58% 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	61.91%	7.48%	30.62%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

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
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
Cornercap investment counsel	14.03K	0.10%	$308.12K
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
Kestra advisory services	78.05K	0.01%	78.05K
State street	102.77K	0.00%	73.12K
Russell investments group	191.09K	0.01%	68.03K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-583.15K
Susquehanna group, llp	-	-	-79.42K
Banc funds	522.12K	1.26%	-61.81K
Franklin resources	132.34K	0.00%	-57.64K
Blackrock funding, inc. /de	843.53K	0.00%	-36.12K

New Positions

Holder	Shares	% Assets	Change	Value
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
Eversource wealth advisors	1.00	-	1.00	$22.00

Sold Out

Holder	Change
Capital performance advisors llp	-18.00
Macquarie group	-295.00
Innealta capital	-648.00
Cubist systematic strategies	-3.57K
Point72 asia (singapore) pte.	-9.97K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	58	3.57%	5,179,907	-1.38%	52	1.87%	31	55.00%	14	-17.65%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	332.01K	3.38%	-
Vanguard Total Stock Mkt Idx Inv	332.01K	3.38%	-
iShares Russell 2000 ETF	281.62K	2.87%	-2.42K
Royce Micro-Cap Invmt	154.73K	1.57%	-25.17K
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	90.95K	0.93%	-
Fidelity Small Cap Index	87.89K	0.89%	-1.65K
DFA US Small Cap Value I	77.69K	0.79%	1.76K

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 61.91%, followed by 7.48% insiders and 30.61% retail investors. The average institutional ownership in Investar's industry, Regional Banks Stocks, is 42.21%, which Investar exceeds.

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 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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