As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Investar Holding Corp. The largest reported stake is Wellington Management Group LLP's, at 5.2%. 11 filings are on record since July 9, 2025 (Schedule 13G/A, August 13, 2026).
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Key facts
- · Reporting person: Fourthstone LLC · Sole voting: 0 · Shared voting: 322,428 · Sole dispositive: 0 · Shared dispositive: 322,428 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 714,283 · Sole dispositive: 0 · Shared dispositive: 714,283 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Bay Pond Partners, L.P. · Sole voting: 0 · Shared voting: 517,534 · Sole dispositive: 0 · Shared dispositive: 517,534 · SCHEDULE 13G/A, 2026-05-15
- · Holder: Wellington Management Group LLP · Percent: 7% · SCHEDULE 13G/A
- · Holder: Fourthstone LLC · Percent: 6.02% · SCHEDULE 13G/A
Investar Holding Corp has 11 Schedule 13D or 13G filings on record since 2025-07-09. 2 holders' latest filing reports 5% or more of common stock, $1.00 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 5.2% | 714,283 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| BlackRock, Inc. | 5.1% | 700,807 | SCHEDULE 13G/A, 2026-04-27 | 2026-03-31 |
| Bay Pond Partners, L.P. | 3.8% | 517,534 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Fourthstone LLC | 2.34% | 322,428 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Banc Fund X L.P. | 2% | 306,896 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Investar Holding Corp and the records around it.
Investar Holding Corp elsewhere on the record
- Acquisition Jan 2026
- Who owns it
Companies that share a holder
- Bay Pond Partners, L.P. also filed stake reports on 13 other companies: Customers Bancorp, Inc. (Oct 2026), Redwood Trust, Inc. (Sep 2026), FirstSun Capital Bancorp (Aug 2026)
- Banc Fund IX L.P. also filed stake reports on 14 other companies: Citizens Community Bancorp, Inc. (Feb 2026), FIRST NORTHERN COMMUNITY BANCORP (Feb 2026), First Western Financial Inc (Feb 2026)
- Fourthstone LLC also filed stake reports on 43 other companies: AVIDBANK HOLDINGS, INC. (Aug 2026), CF Bankshares Inc. (Aug 2026), Colony Bankcorp Inc (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 714,283 | 0 | 714,283 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 714,283 | 0 | 714,283 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 714,283 | 0 | 714,283 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 714,283 | 0 | 714,283 | SCHEDULE 13G/A, 2026-08-13 |
| Bay Pond Partners, L.P. | 0 | 517,534 | 0 | 517,534 | SCHEDULE 13G/A, 2026-05-15 |
| Fourthstone LLC | 0 | 322,428 | 0 | 322,428 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 251,802 | 0 | 251,802 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 70,626 | 0 | 70,626 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 68,974 | 0 | 68,974 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 1,652 | 0 | 1,652 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 322,428 | 0 | 322,428 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Investar Holding Corp by CUSIP 46134L105 and gives its principal executive office as 10500 COURSEY BLVD, THIRD FLOOR, BATON ROUGE, LA 70816 (SCHEDULE 13G/A, 2026-08-14).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-09 | Bay Pond Partners, L.P. | 5.6% | SCHEDULE 13G |
| 2025-08-05 | Wellington Management Group LLP | 10.2% | SCHEDULE 13G |
| 2026-02-13 | Fourthstone LLC | 7.09% | SCHEDULE 13G |
| 2026-02-17 | Banc Fund X L.P. | 2% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-27 | BlackRock, Inc. | 5.1% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 7% | SCHEDULE 13G/A |
| 2026-05-15 | Bay Pond Partners, L.P. | 3.8% | SCHEDULE 13G/A |
| 2026-05-15 | Fourthstone LLC | 6.02% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 5.2% | SCHEDULE 13G/A |
| 2026-08-14 | Fourthstone LLC | 2.34% | SCHEDULE 13G/A |
Questions about who owns Investar Holding Corp
Who owns Investar Holding Corp?
On this page, 2 holders' latest ownership filings report 5% or more of Investar Holding Corp: Wellington Management Group LLP (5.2%, Schedule 13G/A, filed 2026-08-13) and BlackRock, Inc. (5.1%, Schedule 13G/A, filed 2026-04-27).
Who are the largest shareholders of Investar Holding Corp?
By the share each holder's latest filing reports, the largest holders of Investar Holding Corp on this page are Wellington Management Group LLP (5.2%) and BlackRock, Inc. (5.1%).
When did Wellington Management Group LLP buy into Investar Holding Corp?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G, filed 2025-08-05, reporting 10.2%; its latest, Schedule 13G/A filed 2026-08-13, reports 5.2%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Investar Holding Corp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 20, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 22, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| January 1, 2026 | Acquired Wichita Falls Bancshares, Inc. | $7.20M | Acquisition | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.