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Ownership

Who owns Investar Holding Corp, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC August 14, 2026

Fourthstone LLC: 2.3% · 322,428 shares — Fourthstone Master Opportunity Fund Ltd: 1.8% · 251,802 shares — Fourthstone GP LLC: 0.5% · 70,626 shares

Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP August 13, 2026

Wellington Management Group LLP: 5.2% · 714,283 shares — Wellington Group Holdings LLP: 5.2% · 714,283 shares — Wellington Investment Advisors Holdings LLP: 5.2% · 714,283 shares

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Super investors holding ISTR

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Investar Holding Corp they hold. Together these 143 managers report 67.67% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
BlackRock, Inc. $37.6M 1,256,649 0.00% 9.12% June 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC $16.3M 545,555 0.00% 3.96% June 30, 2026

141 more institutional holders behind a free account

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Funds holding ISTR

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 141 funds hold 19.39% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $11.9M 0.00% 2.87% June 30, 2026
iShares Russell 2000 ETF $7.84M 0.01% 2.09% March 31, 2026

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