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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 1 | $425 |
| Q4 2024 | 187 | $1.98B |
| Q3 2024 | 208 | $1.86B |
| Q2 2024 | 194 | $1.44B |
| Q1 2024 | 212 | $1.49B |
| Q4 2023 | 195 | $1.63B |
| Q3 2023 | 184 | $1.25B |
| Q2 2023 | 179 | $1.08B |
| Q1 2023 | 189 | $1.43B |
| Q4 2022 | 182 | $1.89B |
| Q3 2022 | 199 | $1.94B |
| Q2 2022 | 189 | $2.14B |
| Q1 2022 | 196 | $2.33B |
| Q4 2021 | 187 | $2.27B |
| Q3 2021 | 178 | $2.20B |
| Q2 2021 | 177 | $2.30B |
| Q1 2021 | 188 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 89 | $7.00K | 0.00% | −41−31.5% | Reduced |
| Parkside Financial Bank & Trust | 110 | $8.00K | 0.00% | +8+7.8% | Added |
| TCI Wealth Advisors, Inc. | 107 | $8.00K | 0.00% | +33+44.6% | Added |
| O'Shaughnessy Asset Management, LLC | 147 | $11.0K | 0.00% | +76+107.0% | Added |
| Robeco Institutional Asset Management B.V. | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 177 | $13.0K | 0.00% | +177 | New |
| Private Capital Group, LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 220 | $16.0K | 0.00% | −10−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 289 | $21.0K | 0.00% | +162+127.6% | Added |
| Arkadios Wealth Advisors | 298 | $22.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 325 | $24.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 389 | $29.0K | 0.01% | +10+2.6% | Added |
| Sutton Wealth Advisors Inc. | 396 | $29.3K | 0.01% | +137+52.9% | Added |
| Systematic Alpha Investments, LLC | 457 | $33.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 575 | $43.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 633 | $47.0K | 0.00% | +66+11.6% | Added |
| Harbor Investment Advisory, LLC | 704 | $52.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 902 | $67.0K | 0.00% | +19+2.2% | Added |
| USA Financial Portformulas Corp | 1,365 | $101.0K | 0.08% | −153−10.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,374 | $102.0K | 0.00% | +188+15.9% | Added |
| Nisa Investment Advisors, LLC | 1,450 | $107.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,967 | $145.0K | 0.01% | +1,967 | New |
| Corsicana & Co. | 2,000 | $148.0K | 0.09% | +2,000 | New |
| American National Bank | 2,500 | $185.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,586 | $191.0K | 0.00% | −809−23.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,707 | $200.0K | 0.00% | +2,707 | New |
| Penn Davis McFarland Inc | 2,800 | $207.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 2,800 | $207.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,952 | $218.0K | 0.01% | −142−4.6% | Reduced |
| Institutional & Family Asset Management, LLC | 3,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 3,025 | $224.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,110 | $230.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,104 | $230.0K | 0.00% | +2,835+1,053.9% | Added |
| Blueshift Asset Management, LLC | 3,210 | $237.0K | 0.01% | +3,210 | New |
| Henshaw Capital LLC | 3,519 | $260.3K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,610 | $267.0K | 0.01% | −200−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,681 | $272.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,934 | $291.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 3,997 | $296.0K | 0.10% | +3,997 | New |
| Evergreen Capital Management LLC | 4,150 | $307.0K | 0.01% | +609+17.2% | Added |
| AlphaCrest Capital Management LLC | 4,248 | $314.0K | 0.01% | −5,852−57.9% | Reduced |
| Hodges Capital Management Inc. | 4,250 | $314.0K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,398 | $325.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,405 | $326.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 4,515 | $334.0K | 0.24% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,767 | $353.0K | 0.04% | +19+0.4% | Added |
| Teacher Retirement System of Texas | 4,808 | $356.0K | 0.00% | +719+17.6% | Added |
| Advisor Group Holdings, Inc. | 4,837 | $358.0K | 0.00% | −10.0% | Reduced |
| Weil Company, Inc. | 4,950 | $366.0K | 0.19% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,980 | $368.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,034 | $372.0K | 0.01% | +294+6.2% | Added |
| Mutual of America Capital Management LLC | 5,219 | $386.0K | 0.00% | +316+6.4% | Added |
| Icon Wealth Partners, LLC | 5,330 | $394.0K | 0.04% | +22+0.4% | Added |
| Goodman Financial Corp | 5,416 | $401.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,489 | $406.0K | 0.01% | +2,767+101.7% | Added |
| Virginia Retirement Systems Et Al | 5,900 | $436.0K | 0.00% | −4,100−41.0% | Reduced |
| Squarepoint Ops LLC | 6,723 | $497.0K | 0.00% | +6,723 | New |
| Avalon Investment & Advisory | 6,772 | $501.0K | 0.01% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 7,218 | $534.0K | 0.07% | +4,386+154.9% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $575.0K | 0.06% | −200−2.5% | Reduced |
| CFO4Life Group, LLC | 7,876 | $583.0K | 0.13% | −2,455−23.8% | Reduced |
| Legacy Advisors, LLC | 8,025 | $594.0K | 0.24% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,029 | $594.0K | 0.00% | +811+11.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,244 | $610.0K | 0.00% | +300+3.8% | Added |
| Handelsbanken Fonder AB | 9,200 | $681.0K | 0.00% | +4,200+84.0% | Added |
| BBR Partners, LLC | 9,244 | $684.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,256 | $685.0K | 0.00% | +9,256 | New |
| US Bancorp | 9,556 | $707.0K | 0.00% | +137+1.5% | Added |
| Arizona State Retirement System | 9,967 | $737.0K | 0.01% | −734−6.9% | Reduced |
| LSV Asset Management | 10,100 | $747.0K | 0.00% | −16,700−62.3% | Reduced |
| Victory Capital Management Inc | 10,387 | $768.0K | 0.00% | −2,360−18.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,400 | $769.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,622 | $785.8K | 0.01% | +669+6.7% | Added |
| ProShare Advisors LLC | 10,838 | $802.0K | 0.00% | −574−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 10,954 | $810.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,387 | $842.0K | 0.00% | +3,891+51.9% | Added |
| Bank of Montreal | 11,694 | $870.0K | 0.00% | +1,851+18.8% | Added |
| Stifel Financial Corp | 11,862 | $877.0K | 0.00% | +2,371+25.0% | Added |
| United Capital Financial Advisers, LLC | 14,266 | $1.05M | 0.01% | −953−6.3% | Reduced |
| MetLife Investment Management | 14,293 | $1.06M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,635 | $1.08M | 0.00% | −99−0.7% | Reduced |
| Guggenheim Capital LLC | 14,759 | $1.09M | 0.01% | +3,005+25.6% | Added |
| Oregon Public Employees Retirement Fund | 15,113 | $1.12M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,224 | $1.13M | 0.00% | −873−5.4% | Reduced |
| Covenant Multifamily Offices, LLC | 15,292 | $1.13M | 0.21% | +64+0.4% | Added |
| Advantage Alpha Capital Partners LP | 15,409 | $1.14M | 0.22% | +471+3.2% | Added |
| New York State Teachers Retirement System | 15,834 | $1.17M | 0.00% | −100−0.6% | Reduced |
| King Luther Capital Management Corp | 16,000 | $1.18M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 16,600 | $1.23M | 0.03% | −100−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 16,778 | $1.24M | 0.00% | −1,881−10.1% | Reduced |
| Doliver Advisors, LP | 17,413 | $1.29M | 0.43% | −1,486−7.9% | Reduced |
| Amalgamated Bank | 18,063 | $1.34M | 0.01% | +14,757+446.4% | Added |