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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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ISTR

ISTR — Smart Money Tracker (13F)

Investar Holding CORP

+$37.3M

Net Activity

Data as of: 2026-03-31

Institutions Holding

108

Popularity Rank

#4297

Avg Weight

0.08%

Total Value

$207.6M

Ownership Trend

108 institutions currently hold ISTR, with 59 net buyers and 38 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

38

Net Buying Institutions

59

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$30.1M
FL
Fourthstone LLC
$22.6M
VC
Vanguard Capital Management LLC
$16.0M
DF
Dimensional Fund Advisors LP
$11.9M
AL
Alliancebernstein L.p.
$10.7M

Top 5 by Conviction

FL
Fourthstone LLC
3.82%
BF
Banc Funds Co LLC
1.53%
MC
Maltese Capital Management LLC
0.84%
GW
Glass Wealth Management Co LLC
0.70%
MC
Mendon Capital Advisors CORP
0.40%
View all 108 holding institutions

Across its top 20 institutional holders, ISTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$132.0M

Total Buy Value

$57.5M

Total Sell Value

New buy19
Trim26
Add40
Sold out12

59

Net Buyers

38

Net Sellers

Smart Money Convergence

ISTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/ISTR

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-20
2026-07-20

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

46134L105

FAQ

Who are the top institutional investors holding INVESTAR HOLDING CORP (ISTR)?
Major stakeholders currently include BlackRock, Inc. ($30.1M), Fourthstone LLC ($22.6M), Vanguard Capital Management LLC ($16.0M). Based on the latest 13F filings, there are a total of 108 tracked investment funds and institutions maintaining positions in ISTR.
What is the overall institutional sentiment toward ISTR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $37.3M, driven by 59 managers accumulating shares while 38 reduced their exposure.
Which institutions have been selling or reducing their ISTR positions?
In the latest period, 26 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $57.5M.
Are there any notable investors adding ISTR to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $132.0M.

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Developer Access

Access ISTR's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/ISTR

CLI

npx alphasmo stocks get ISTR
Full API & MCP documentation →