$ISTR

$27.57 -$0.25 (0.9%) Close

$ISTR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.8M shares outstanding

Who owns ISTR?

By type of holder

Institutions 58.3% Insiders 10.8% Everyone else 30.9%

Concentration Top 10 holders own 33.9%

BlackRock, Inc. 9.1% · Fourthstone LLC 2.3%

Institutional ownership

58.3%

+2.9 pts vs last qtr

Institutional holders

119

+10 vs last qtr

Net shares bought

+398.8K

by institutions in Q2 2026

New / sold out

23 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Two Sigma Investments, LP +219.9K
Citadel Advisors LLC +217.7K

Biggest sellers in Q2 2026

Fourthstone LLC −505.0K
Wellington Management Group LLP SOLD OUT −250.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$731K

1 notice from 1 person

Shares covered

26.2K

0.19% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

John J D'Angelo President & chief executive officer 10b5-1 $731K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+50.7%

+4.66% a year

Each share's claim on the business

−33.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$49.9M vs $15.3M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years1% 1–3 years17% Under 1 year17%

Quarterly turnover

21.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ISTR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.3M	9.12%	+153.8K (+13.9%)	≤2021	0.0%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+377.0K Share of the company9.120% BlackRock, Inc.'s full portfolio →
F Fourthstone LLC	322.4K	2.34%	−505.0K (−61.0%)	2025	6.9%
Shares held by quarter Peak holding827.4K (Q1'26) Change over 8 quarters+322.4K Share of the company2.340% Fourthstone LLC's full portfolio →

BlackRock, Inc.

1.3M

% of company

9.12%

Change vs last qtr

+153.8K (+13.9%)

Held since

≤2021

Fourthstone LLC

322.4K

% of company

2.34%

Change vs last qtr

−505.0K (−61.0%)

Held since

2025

28 more super investors behind a free account

See every manager holding Investar Holding Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ISTR on Form N-PORT; together they hold 21.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$11.9M	395.6K	2.87%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$10.9M	365.2K	2.65%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$11.9M

% of company

2.87%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$10.9M

% of company

2.65%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Investar Holding Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FD Flack David A Insider	517.7K	3.76%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.760% Flack David A's insider activity →
DJ D'Angelo John J Insider	298.1K	2.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.160% D'Angelo John J's insider activity →

Flack David A

Insider

517.7K

% of company

3.76%

Change vs last qtr

—

Held since

—

D'Angelo John J

Insider

298.1K

% of company

2.16%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Investar Holding Corp.

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