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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 18,575 | $1.37M | 0.00% | −57,449−75.6% | Reduced |
| ClariVest Asset Management LLC | 20,278 | $1.50M | 0.05% | +45+0.2% | Added |
| Commonwealth Equity Services, LLC | 21,091 | $1.56M | 0.00% | −1,006−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 21,600 | $1.60M | 0.00% | +300+1.4% | Added |
| State of Tennessee, Treasury Department | 24,121 | $1.78M | 0.01% | +4,393+22.3% | Added |
| American International Group, Inc. | 24,361 | $1.80M | 0.01% | −272−1.1% | Reduced |
| State of Alaska, Department of Revenue | 25,420 | $1.88M | 0.02% | +567+2.3% | Added |
| Howard Financial Services, Ltd. | 26,232 | $1.94M | 0.76% | +21+0.1% | Added |
| Texas Permanent School Fund | 27,360 | $2.02M | 0.02% | −68−0.2% | Reduced |
| Royal Bank of Canada | 27,640 | $2.04M | 0.00% | −3,146−10.2% | Reduced |
| Deutsche Bank AG | 27,792 | $2.06M | 0.00% | −1,000−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,175 | $2.08M | 0.02% | −138−0.5% | Reduced |
| Rafferty Asset Management, LLC | 29,069 | $2.15M | 0.01% | +1,576+5.7% | Added |
| Thrivent Financial for Lutherans | 30,014 | $2.22M | 0.00% | −145−0.5% | Reduced |
| Great West Life Assurance Co | 31,190 | $2.31M | 0.01% | −309−1.0% | Reduced |
| Walthausen & Co., LLC | 31,290 | $2.31M | 0.51% | +31,290 | New |
| Linscomb & Williams, Inc. | 31,491 | $2.33M | 0.12% | −5,625−15.2% | Reduced |
| Comerica Bank | 36,673 | $2.53M | 0.02% | −42,156−53.5% | Reduced |
| UBS Asset Management Americas Inc | 35,520 | $2.63M | 0.00% | −4,647−11.6% | Reduced |
| Credit Suisse AG | 36,342 | $2.69M | 0.00% | +1,449+4.2% | Added |
| Russell Investments Group, Ltd. | 38,692 | $2.86M | 0.00% | −14,040−26.6% | Reduced |
| UBS Group AG | 40,298 | $2.98M | 0.00% | +5,293+15.1% | Added |
| Citigroup Inc | 41,259 | $3.05M | 0.00% | +14,133+52.1% | Added |
| New York State Common Retirement Fund | 48,161 | $3.56M | 0.00% | +310+0.6% | Added |
| Wells Fargo & Company | 49,161 | $3.64M | 0.00% | +1,461+3.1% | Added |
| Richard Bernstein Advisors LLC | 49,783 | $3.68M | 0.08% | 00.0% | Unchanged |
| Private Capital Management LLC | 50,203 | $3.71M | 1.70% | +5,382+12.0% | Added |
| Aviva PLC | 51,077 | $3.78M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 51,850 | $3.84M | 0.00% | −4,008−7.2% | Reduced |
| Barclays PLC | 59,492 | $4.40M | 0.00% | −9,504−13.8% | Reduced |
| Kennedy Capital Management, Inc. | 73,233 | $5.42M | 0.12% | +674+0.9% | Added |
| First Trust Advisors LP | 74,484 | $5.51M | 0.01% | +8,360+12.6% | Added |
| Public Sector Pension Investment Board | 75,030 | $5.55M | 0.03% | −760−1.0% | Reduced |
| SEI Investments Co | 76,080 | $5.63M | 0.01% | +21,372+39.1% | Added |
| JPMorgan Chase & Co | 79,985 | $5.92M | 0.00% | −86,847−52.1% | Reduced |
| Swiss National Bank | 80,822 | $5.98M | 0.00% | −3,200−3.8% | Reduced |
| Goldman Sachs Group Inc | 82,852 | $6.13M | 0.00% | −16,540−16.6% | Reduced |
| Parametric Portfolio Associates LLC | 92,723 | $6.86M | 0.00% | +5,926+6.8% | Added |
| Legal & General Group Plc | 94,044 | $6.96M | 0.00% | −24,565−20.7% | Reduced |
| Prudential Financial Inc | 99,379 | $7.35M | 0.01% | −10,739−9.8% | Reduced |
| Citadel Advisors LLC | 102,664 | $7.59M | 0.01% | −58,180−36.2% | Reduced |
| Keeley-Teton Advisors, LLC | 116,150 | $8.59M | 0.91% | +384+0.3% | Added |
| Rhumbline Advisers | 120,164 | $8.89M | 0.01% | −5,327−4.2% | Reduced |
| Phocas Financial Corp. | 120,237 | $8.89M | 1.12% | −5,427−4.3% | Reduced |
| Brandywine Global Investment Management, LLC | 121,266 | $8.97M | 0.07% | −4,258−3.4% | Reduced |
| Invesco Ltd. | 125,724 | $9.30M | 0.00% | +23,638+23.2% | Added |
| Morgan Stanley | 137,819 | $10.2M | 0.00% | +29,792+27.6% | Added |
| Bridgeway Capital Management, LLC | 163,000 | $12.1M | 0.22% | −27,100−14.3% | Reduced |
| FMR LLC | 163,224 | $12.1M | 0.00% | −46,391−22.1% | Reduced |
| State of Wisconsin Investment Board | 166,600 | $12.3M | 0.03% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 184,547 | $13.7M | 1.74% | −160,919−46.6% | Reduced |
| Summit Creek Advisors LLC | 189,431 | $14.0M | 1.67% | +36,350+23.7% | Added |
| Bank of America Corp | 197,920 | $14.6M | 0.00% | −22,441−10.2% | Reduced |
| Millennium Management LLC | 268,207 | $19.8M | 0.03% | +24,327+10.0% | Added |
| Charles Schwab Investment Management Inc | 269,866 | $20.0M | 0.01% | +12,499+4.9% | Added |
| HighTower Advisors, LLC | 275,635 | $20.4M | 0.06% | −8,223−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 276,997 | $20.5M | 0.02% | +13,466+5.1% | Added |
| Chartwell Investment Partners, LLC | 277,449 | $20.5M | 0.60% | −2,562−0.9% | Reduced |
| Principal Financial Group Inc | 314,006 | $23.2M | 0.02% | +3,525+1.1% | Added |
| Nuveen Asset Management, LLC | 320,485 | $23.7M | 0.01% | −22,107−6.5% | Reduced |
| Norges Bank | 357,239 | $26.4M | 0.01% | −1630.0% | Reduced |
| Stieven Capital Advisors, L.P. | 415,399 | $30.7M | 3.79% | −3,800−0.9% | Reduced |
| Ameriprise Financial Inc | 460,984 | $34.1M | 0.01% | −1,693−0.4% | Reduced |
| Bank of New York Mellon Corp | 463,840 | $34.3M | 0.01% | +9,162+2.0% | Added |
| Northern Trust Corp | 494,531 | $36.6M | 0.01% | −1,878−0.4% | Reduced |
| Eaton Vance Management | 526,004 | $38.9M | 0.05% | +468,942+821.8% | Added |
| Royce & Associates LP | 562,138 | $41.6M | 0.29% | +26,415+4.9% | Added |
| Alliancebernstein L.P. | 611,816 | $45.3M | 0.02% | −35,489−5.5% | Reduced |
| Geode Capital Management, LLC | 682,129 | $50.5M | 0.01% | +32,583+5.0% | Added |
| Macquarie Group Ltd | 912,568 | $67.5M | 0.06% | +15,086+1.7% | Added |
| Price T Rowe Associates Inc | 1,135,071 | $84.0M | 0.01% | −4,201−0.4% | Reduced |
| American Century Companies Inc | 1,314,502 | $97.2M | 0.07% | +229,916+21.2% | Added |
| State Street Corp | 1,919,706 | $142.0M | 0.01% | +62,906+3.4% | Added |
| Dimensional Fund Advisors LP | 2,399,077 | $177.5M | 0.06% | −108,725−4.3% | Reduced |
| Capital Research Global Investors | 2,484,346 | $183.8M | 0.04% | +634,700+34.3% | Added |
| Vanguard Group Inc | 4,061,957 | $300.5M | 0.01% | +68,752+1.7% | Added |
| BlackRock Inc. | 5,973,195 | $441.9M | 0.01% | −48,540−0.8% | Reduced |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −257,200−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −119,247−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −63,641−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,510−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −7,041−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,112−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,905−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −4,525−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |