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Independent Bank Group, Inc.

IBTXDelisted Jan 2, 2025
Industry
State Commercial Banks
SEC CIK
0001564618

Independent Bank Group, Inc. was delisted on Jan 2, 2025; its insiders filed their last Form 4 on Jan 3, 2025; 187 institutions reported holding it in 13F filings for Q4 2024, worth $1.98B in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Independent Bank Group, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
177
−11 vs. Q1 2021
Shares held
31.1M
+432.9K (+1.4%) vs. Q1 2021
Total value
$2.30B
+$85.5M (+3.9%) vs. Q1 2021
New holders
9
64 more added
Sold out
20
62 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IBTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 177 institutions
Q1 2021: 188 institutionsQ2 2021: 177 institutionsQ3 2021: 178 institutionsQ4 2021: 187 institutionsQ1 2022: 196 institutionsQ2 2022: 189 institutionsQ3 2022: 199 institutionsQ4 2022: 182 institutionsQ1 2023: 189 institutionsQ2 2023: 179 institutionsQ3 2023: 184 institutionsQ4 2023: 195 institutionsQ1 2024: 212 institutionsQ2 2024: 194 institutionsQ3 2024: 208 institutionsQ4 2024: 187 institutionsQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $2.30B
Q1 2021: $2.22BQ2 2021: $2.30BQ3 2021: $2.20BQ4 2021: $2.27BQ1 2022: $2.33BQ2 2022: $2.14BQ3 2022: $1.94BQ4 2022: $1.89BQ1 2023: $1.43BQ2 2023: $1.08BQ3 2023: $1.25BQ4 2023: $1.63BQ1 2024: $1.49BQ2 2024: $1.44BQ3 2024: $1.86BQ4 2024: $1.98BQ1 2025: $425Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding IBTX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$425
Q4 2024187$1.98B
Q3 2024208$1.86B
Q2 2024194$1.44B
Q1 2024212$1.49B
Q4 2023195$1.63B
Q3 2023184$1.25B
Q2 2023179$1.08B
Q1 2023189$1.43B
Q4 2022182$1.89B
Q3 2022199$1.94B
Q2 2022189$2.14B
Q1 2022196$2.33B
Q4 2021187$2.27B
Q3 2021178$2.20B
Q2 2021177$2.30B
Q1 2021188$2.22B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q1 2021.

Institutions holding IBTX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,973,195$441.9M0.01%−48,540−0.8%Reduced
Vanguard Group Inc4,061,957$300.5M0.01%+68,752+1.7%Added
Capital Research Global Investors2,484,346$183.8M0.04%+634,700+34.3%Added
Dimensional Fund Advisors LP2,399,077$177.5M0.06%−108,725−4.3%Reduced
State Street Corp1,919,706$142.0M0.01%+62,906+3.4%Added
American Century Companies Inc1,314,502$97.2M0.07%+229,916+21.2%Added
Price T Rowe Associates Inc1,135,071$84.0M0.01%−4,201−0.4%Reduced
Macquarie Group Ltd912,568$67.5M0.06%+15,086+1.7%Added
Geode Capital Management, LLC682,129$50.5M0.01%+32,583+5.0%Added
Alliancebernstein L.P.611,816$45.3M0.02%−35,489−5.5%Reduced
Royce & Associates LP562,138$41.6M0.29%+26,415+4.9%Added
Eaton Vance Management526,004$38.9M0.05%+468,942+821.8%Added
Northern Trust Corp494,531$36.6M0.01%−1,878−0.4%Reduced
Bank of New York Mellon Corp463,840$34.3M0.01%+9,162+2.0%Added
Ameriprise Financial Inc460,984$34.1M0.01%−1,693−0.4%Reduced
Stieven Capital Advisors, L.P.415,399$30.7M3.79%−3,800−0.9%Reduced
Norges Bank357,239$26.4M0.01%−1630.0%Reduced
Nuveen Asset Management, LLC320,485$23.7M0.01%−22,107−6.5%Reduced
Principal Financial Group Inc314,006$23.2M0.02%+3,525+1.1%Added
Chartwell Investment Partners, LLC277,449$20.5M0.60%−2,562−0.9%Reduced
Manufacturers Life Insurance Company, The276,997$20.5M0.02%+13,466+5.1%Added
HighTower Advisors, LLC275,635$20.4M0.06%−8,223−2.9%Reduced
Charles Schwab Investment Management Inc269,866$20.0M0.01%+12,499+4.9%Added
Millennium Management LLC268,207$19.8M0.03%+24,327+10.0%Added
Bank of America Corp197,920$14.6M0.00%−22,441−10.2%Reduced
Summit Creek Advisors LLC189,431$14.0M1.67%+36,350+23.7%Added
Endeavour Capital Advisors Inc184,547$13.7M1.74%−160,919−46.6%Reduced
State of Wisconsin Investment Board166,600$12.3M0.03%00.0%Unchanged
FMR LLC163,224$12.1M0.00%−46,391−22.1%Reduced
Bridgeway Capital Management, LLC163,000$12.1M0.22%−27,100−14.3%Reduced
Morgan Stanley137,819$10.2M0.00%+29,792+27.6%Added
Invesco Ltd.125,724$9.30M0.00%+23,638+23.2%Added
Brandywine Global Investment Management, LLC121,266$8.97M0.07%−4,258−3.4%Reduced
Phocas Financial Corp.120,237$8.89M1.12%−5,427−4.3%Reduced
Rhumbline Advisers120,164$8.89M0.01%−5,327−4.2%Reduced
Keeley-Teton Advisors, LLC116,150$8.59M0.91%+384+0.3%Added
Citadel Advisors LLC102,664$7.59M0.01%−58,180−36.2%Reduced
Prudential Financial Inc99,379$7.35M0.01%−10,739−9.8%Reduced
Legal & General Group Plc94,044$6.96M0.00%−24,565−20.7%Reduced
Parametric Portfolio Associates LLC92,723$6.86M0.00%+5,926+6.8%Added
Goldman Sachs Group Inc82,852$6.13M0.00%−16,540−16.6%Reduced
Swiss National Bank80,822$5.98M0.00%−3,200−3.8%Reduced
JPMorgan Chase & Co79,985$5.92M0.00%−86,847−52.1%Reduced
SEI Investments Co76,080$5.63M0.01%+21,372+39.1%Added
Public Sector Pension Investment Board75,030$5.55M0.03%−760−1.0%Reduced
First Trust Advisors LP74,484$5.51M0.01%+8,360+12.6%Added
Kennedy Capital Management, Inc.73,233$5.42M0.12%+674+0.9%Added
Barclays PLC59,492$4.40M0.00%−9,504−13.8%Reduced
California State Teachers Retirement System51,850$3.84M0.00%−4,008−7.2%Reduced
Aviva PLC51,077$3.78M0.02%00.0%Unchanged
Private Capital Management LLC50,203$3.71M1.70%+5,382+12.0%Added
Richard Bernstein Advisors LLC49,783$3.68M0.08%00.0%Unchanged
Wells Fargo & Company49,161$3.64M0.00%+1,461+3.1%Added
New York State Common Retirement Fund48,161$3.56M0.00%+310+0.6%Added
Citigroup Inc41,259$3.05M0.00%+14,133+52.1%Added
UBS Group AG40,298$2.98M0.00%+5,293+15.1%Added
Russell Investments Group, Ltd.38,692$2.86M0.00%−14,040−26.6%Reduced
Credit Suisse AG36,342$2.69M0.00%+1,449+4.2%Added
UBS Asset Management Americas Inc35,520$2.63M0.00%−4,647−11.6%Reduced
Comerica Bank36,673$2.53M0.02%−42,156−53.5%Reduced
Linscomb & Williams, Inc.31,491$2.33M0.12%−5,625−15.2%Reduced
Walthausen & Co., LLC31,290$2.31M0.51%+31,290New
Great West Life Assurance Co31,190$2.31M0.01%−309−1.0%Reduced
Thrivent Financial for Lutherans30,014$2.22M0.00%−145−0.5%Reduced
Rafferty Asset Management, LLC29,069$2.15M0.01%+1,576+5.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,175$2.08M0.02%−138−0.5%Reduced
Deutsche Bank AG27,792$2.06M0.00%−1,000−3.5%Reduced
Royal Bank of Canada27,640$2.04M0.00%−3,146−10.2%Reduced
Texas Permanent School Fund27,360$2.02M0.02%−68−0.2%Reduced
Howard Financial Services, Ltd.26,232$1.94M0.76%+21+0.1%Added
State of Alaska, Department of Revenue25,420$1.88M0.02%+567+2.3%Added
American International Group, Inc.24,361$1.80M0.01%−272−1.1%Reduced
State of Tennessee, Treasury Department24,121$1.78M0.01%+4,393+22.3%Added
Ensign Peak Advisors, Inc21,600$1.60M0.00%+300+1.4%Added
Commonwealth Equity Services, LLC21,091$1.56M0.00%−1,006−4.6%Reduced
ClariVest Asset Management LLC20,278$1.50M0.05%+45+0.2%Added
California Public Employees Retirement System18,575$1.37M0.00%−57,449−75.6%Reduced
Amalgamated Bank18,063$1.34M0.01%+14,757+446.4%Added
Doliver Advisors, LP17,413$1.29M0.43%−1,486−7.9%Reduced
BNP Paribas Arbitrage, SA16,778$1.24M0.00%−1,881−10.1%Reduced
Louisiana State Employees Retirement System16,600$1.23M0.03%−100−0.6%Reduced
King Luther Capital Management Corp16,000$1.18M0.01%00.0%Unchanged
New York State Teachers Retirement System15,834$1.17M0.00%−100−0.6%Reduced
Advantage Alpha Capital Partners LP15,409$1.14M0.22%+471+3.2%Added
Covenant Multifamily Offices, LLC15,292$1.13M0.21%+64+0.4%Added
Voya Investment Management LLC15,224$1.13M0.00%−873−5.4%Reduced
Oregon Public Employees Retirement Fund15,113$1.12M0.01%00.0%Unchanged
Guggenheim Capital LLC14,759$1.09M0.01%+3,005+25.6%Added
Envestnet Asset Management Inc14,635$1.08M0.00%−99−0.7%Reduced
MetLife Investment Management14,293$1.06M0.01%00.0%Unchanged
United Capital Financial Advisers, LLC14,266$1.05M0.01%−953−6.3%Reduced
Stifel Financial Corp11,862$877.0K0.00%+2,371+25.0%Added
Bank of Montreal11,694$870.0K0.00%+1,851+18.8%Added
Susquehanna International Group, LLP11,387$842.0K0.00%+3,891+51.9%Added
State Board of Administration of Florida Retirement System10,954$810.0K0.00%00.0%Unchanged
ProShare Advisors LLC10,838$802.0K0.00%−574−5.0%Reduced
Metropolitan Life Insurance Co10,622$785.8K0.01%+669+6.7%Added
Teachers Retirement System of the State of Kentucky10,400$769.0K0.01%00.0%Unchanged
Victory Capital Management Inc10,387$768.0K0.00%−2,360−18.5%Reduced
LSV Asset Management10,100$747.0K0.00%−16,700−62.3%Reduced