Fund shareholders of Investar Holding Corp
ISIN US46134L1052 · United States · LEI 54930001EK2YM28LOJ08
- Fund shareholders
- 143
- Of which ETFs
- 24 119 other funds
- Value held
- 81.8M $
- Share of capital
- 20.0 % of 13.8M shares on Aug 4, 2026
143 funds hold this company. This table lists the 142 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 395,631 | 11.9M $ | 0.00 % | 2.87 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 365,245 | 10.9M $ | 0.01 % | 2.65 % | as of Jun 30, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 138,211 | 4.1M $ | 0.97 % | 1.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 136,336 | 4.1M $ | 0.00 % | 0.99 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 136,315 | 4.1M $ | 0.01 % | 0.99 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 128,599 | 3.9M $ | 0.03 % | 0.93 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 104,577 | 3.1M $ | 0.02 % | 0.76 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 70,555 | 2M $ | 0.04 % | 0.51 % | as of May 29, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 68,648 | 2.1M $ | 0.00 % | 0.50 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 68,217 | 2.1M $ | 0.03 % | 0.50 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,892 | 1.9M $ | 0.01 % | 0.48 % | as of May 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 61,394 | 1.8M $ | 0.01 % | 0.45 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 59,298 | 1.7M $ | 0.00 % | 0.43 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 53,699 | 1.6M $ | 0.01 % | 0.39 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 53,661 | 1.5M $ | 0.01 % | 0.39 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,732 | 1.5M $ | 0.01 % | 0.37 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,490 | 1.4M $ | 0.01 % | 0.33 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 44,064 | 1.3M $ | 0.09 % | 0.32 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 43,335 | 1.3M $ | 0.92 % | 0.31 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,000 | 1.3M $ | 0.10 % | 0.31 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,866 | 1.1M $ | 0.01 % | 0.27 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 31,202 | 939.8K $ | 0.01 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 28,826 | 868.2K $ | 0.00 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 21,691 | 649.9K $ | 0.01 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 20,536 | 618.5K $ | 0.05 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 19,689 | 556.4K $ | 0.02 % | 0.14 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 18,282 | 547.7K $ | 0.02 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 18,081 | 511K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 17,280 | 520.5K $ | 0.01 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 17,271 | 517.4K $ | 0.02 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 16,865 | 505.3K $ | 0.51 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 15,835 | 447.5K $ | 0.00 % | 0.11 % | as of May 31, 2026 ↗ |
| Victory Target Managed Allocation Fund Victory Portfolios III | 15,316 | 432.8K $ | 0.25 % | 0.11 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,274 | 457.6K $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 15,000 | 423.9K $ | 0.54 % | 0.11 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 14,573 | 411.8K $ | 0.00 % | 0.11 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,494 | 404.3K $ | 0.01 % | 0.10 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,360 | 349.3K $ | 1.06 % | 0.09 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,969 | 330.4K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 10,377 | 293.3K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 9,883 | 297.7K $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,866 | 278.8K $ | 0.02 % | 0.07 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,300 | 278.6K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 8,542 | 255.9K $ | 0.78 % | 0.06 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 8,065 | 241.6K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,833 | 235.9K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 7,320 | 219.3K $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,178 | 202.9K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,096 | 212.6K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 6,730 | 201.6K $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,621 | 198.4K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,492 | 194.5K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,122 | 184.4K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,037 | 181.8K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,405 | 161.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,306 | 149.9K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,862 | 145.7K $ | 0.17 % | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 4,590 | 137.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,500 | 134.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,282 | 129K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,271 | 128.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,144 | 124.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,031 | 120.8K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 3,798 | 113.8K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,724 | 112.2K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,330 | 99.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,158 | 94.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,095 | 92.7K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,086 | 92.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,030 | 91.3K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,965 | 89.3K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,924 | 87.6K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,900 | 82K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 2,860 | 80.8K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,788 | 84K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 2,693 | 80.7K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,559 | 76.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SMART Small Cap ETF Tidal Trust I | 2,517 | 75.4K $ | 1.94 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,468 | 73.9K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,218 | 66.5K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,180 | 65.3K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,125 | 64K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,055 | 61.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,047 | 61.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,018 | 60.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,904 | 57K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,748 | 52.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,590 | 47.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,497 | 45.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,398 | 42.1K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,380 | 41.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,346 | 40.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,325 | 37.4K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,261 | 38K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,254 | 37.8K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,233 | 37.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,210 | 34.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,206 | 36.1K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,151 | 34.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,028 | 31K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Mandarine Funds - Mandarine Global Microcap Mandarine Gestion | 0.35 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SMART Small Cap ETF Tidal Trust I | 1.94 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 1.06 % | as of May 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 0.97 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 0.92 % | as of Jun 30, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 0.78 % | as of Jun 30, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.54 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.51 % | as of Jun 30, 2026 ↗ |
| Mandarine Funds - Mandarine Global Microcap Mandarine Gestion | 0.35 % | as of Jun 30, 2026 ↗ |
| Victory Target Managed Allocation Fund Victory Portfolios III | 0.25 % | as of May 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.17 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 142 | +13 | 2,749,512 | +10.5 % |
| 2026Q2 | 129 | +8 | 2,487,374 | +18.1 % |
| 2026Q1 | 121 | +4 | 2,106,180 | +3.3 % |
| 2025Q4 | 117 | -7 | 2,038,786 | +1.1 % |
| 2025Q3 | 124 | -5 | 2,016,220 | -2.0 % |
| 2025Q2 | 129 | -1 | 2,057,022 | -12.3 % |
| 2025Q1 | 130 | +2 | 2,346,346 | -2.3 % |
| 2024Q4 | 128 | +45 | 2,400,919 | +30.2 % |
| 2024Q3 | 83 | +23 | 1,843,770 | +15.6 % |
| 2024Q2 | 60 | 0 | 1,594,701 | +1.5 % |
| 2024Q1 | 60 | +1 | 1,570,463 | +4.7 % |
| 2023Q4 | 59 | 1,499,980 |
Institutional managers
106 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,102,825 | 30.1M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 827,389 | 22.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 437,405 | 11.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 401,085 | 10.7M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 306,896 | 8.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 300,099 | 8.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 292,086 | 8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 250,797 | 6.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 211,918 | 5.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 177,013 | 4.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 163,271 | 4.5M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 157,000 | 4.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 141,775 | 3.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136,366 | 3.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 123,244 | 3.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 114,933 | 3.1M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 105,250 | 2.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 97,273 | 2.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 91,643 | 2.5M $ | as of Mar 31, 2026 |
| AlTi Global, Inc. | 86,568 | 2.4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 73,956 | 2M $ | as of Mar 31, 2026 |
| Glass Wealth Management Co LLC | 66,586 | 1.8M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 65,281 | 1.8M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 64,701 | 1.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 64,122 | 1.7M $ | as of Mar 31, 2026 |
Declared shareholders of Investar Holding Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 5.20 % | 714,283 | as of Jun 30, 2026 · SCHEDULE 13G |
| Fourthstone LLC and 5 others | 2.34 % | 322,428 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Investar Holding Corp". https://titelia.com/en/stocks/investar-holding-corp-US46134L1052