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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 9,967 | $737.0K | 0.01% | −734−6.9% | Reduced |
| US Bancorp | 9,556 | $707.0K | 0.00% | +137+1.5% | Added |
| Jane Street Group, LLC | 9,256 | $685.0K | 0.00% | +9,256 | New |
| BBR Partners, LLC | 9,244 | $684.0K | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,200 | $681.0K | 0.00% | +4,200+84.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,244 | $610.0K | 0.00% | +300+3.8% | Added |
| 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 |
| CFO4Life Group, LLC | 7,876 | $583.0K | 0.13% | −2,455−23.8% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $575.0K | 0.06% | −200−2.5% | Reduced |
| Callahan Advisors, LLC | 7,218 | $534.0K | 0.07% | +4,386+154.9% | Added |
| Avalon Investment & Advisory | 6,772 | $501.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,723 | $497.0K | 0.00% | +6,723 | New |
| Virginia Retirement Systems Et Al | 5,900 | $436.0K | 0.00% | −4,100−41.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,489 | $406.0K | 0.01% | +2,767+101.7% | Added |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Goodman Financial Corp | 5,416 | $401.0K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,330 | $394.0K | 0.04% | +22+0.4% | Added |
| Mutual of America Capital Management LLC | 5,219 | $386.0K | 0.00% | +316+6.4% | Added |
| Profund Advisors LLC | 5,034 | $372.0K | 0.01% | +294+6.2% | Added |
| Everence Capital Management Inc | 4,980 | $368.0K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,950 | $366.0K | 0.19% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,837 | $358.0K | 0.00% | −10.0% | Reduced |
| Teacher Retirement System of Texas | 4,808 | $356.0K | 0.00% | +719+17.6% | Added |
| Segment Wealth Management, LLC | 4,767 | $353.0K | 0.04% | +19+0.4% | Added |
| Cypress Point Wealth Management, LLC | 4,515 | $334.0K | 0.24% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,405 | $326.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,398 | $325.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Evergreen Capital Management LLC | 4,150 | $307.0K | 0.01% | +609+17.2% | Added |
| Algert Global LLC | 3,997 | $296.0K | 0.10% | +3,997 | New |
| Cullen/Frost Bankers, Inc. | 3,934 | $291.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,681 | $272.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,610 | $267.0K | 0.01% | −200−5.2% | Reduced |
| Henshaw Capital LLC | 3,519 | $260.3K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,210 | $237.0K | 0.01% | +3,210 | New |
| 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 |
| Veritable, L.P. | 3,025 | $224.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,952 | $218.0K | 0.01% | −142−4.6% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 2,707 | $200.0K | 0.00% | +2,707 | New |
| SG Americas Securities, LLC | 2,586 | $191.0K | 0.00% | −809−23.8% | Reduced |
| American National Bank | 2,500 | $185.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $148.0K | 0.09% | +2,000 | New |
| Simplex Trading, LLC | 1,967 | $145.0K | 0.01% | +1,967 | New |
| Nisa Investment Advisors, LLC | 1,450 | $107.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,374 | $102.0K | 0.00% | +188+15.9% | Added |
| USA Financial Portformulas Corp | 1,365 | $101.0K | 0.08% | −153−10.1% | Reduced |
| Captrust Financial Advisors | 902 | $67.0K | 0.00% | +19+2.2% | Added |
| Harbor Investment Advisory, LLC | 704 | $52.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 633 | $47.0K | 0.00% | +66+11.6% | Added |
| CWM, LLC | 575 | $43.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 457 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 396 | $29.3K | 0.01% | +137+52.9% | Added |
| Versant Capital Management, Inc | 389 | $29.0K | 0.01% | +10+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 325 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 298 | $22.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 289 | $21.0K | 0.00% | +162+127.6% | Added |
| FinTrust Capital Advisors, LLC | 220 | $16.0K | 0.00% | −10−4.3% | Reduced |
| Private Capital Group, LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 177 | $13.0K | 0.00% | +177 | New |
| Robeco Institutional Asset Management B.V. | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 147 | $11.0K | 0.00% | +76+107.0% | Added |
| 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 |
| Fifth Third Bancorp | 89 | $7.00K | 0.00% | −41−31.5% | Reduced |
| Howe & Rusling Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |