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, Q3 2021
Institutional positions in Independent Bank Group, Inc. as of Sep 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
- 178
- +3 vs. Q2 2021
- Shares held
- 31.0M
- −143.6K (−0.5%) vs. Q2 2021
- Total value
- $2.20B
- −$103.5M (−4.5%) vs. Q2 2021
- New holders
- 20
- 55 more added
- Sold out
- 17
- 65 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,812,512 | $412.9M | 0.01% | −160,683−2.7% | Reduced |
| Vanguard Group Inc | 4,056,309 | $288.2M | 0.01% | −5,648−0.1% | Reduced |
| Capital Research Global Investors | 2,487,746 | $176.7M | 0.04% | +3,400+0.1% | Added |
| Dimensional Fund Advisors LP | 2,380,483 | $169.1M | 0.05% | −18,594−0.8% | Reduced |
| State Street Corp | 1,759,294 | $125.0M | 0.01% | −160,412−8.4% | Reduced |
| American Century Companies Inc | 1,394,504 | $99.1M | 0.07% | +80,002+6.1% | Added |
| Price T Rowe Associates Inc | 1,208,027 | $85.8M | 0.01% | +72,956+6.4% | Added |
| Macquarie Group Ltd | 907,305 | $64.5M | 0.05% | −5,263−0.6% | Reduced |
| Geode Capital Management, LLC | 688,710 | $48.9M | 0.01% | +6,581+1.0% | Added |
| Alliancebernstein L.P. | 591,170 | $42.0M | 0.02% | −20,646−3.4% | Reduced |
| Eaton Vance Management | 556,209 | $39.5M | 0.05% | +30,205+5.7% | Added |
| Royce & Associates LP | 541,332 | $38.5M | 0.29% | −20,806−3.7% | Reduced |
| Northern Trust Corp | 492,920 | $35.0M | 0.01% | −1,611−0.3% | Reduced |
| Bank of New York Mellon Corp | 472,880 | $33.6M | 0.01% | +9,040+1.9% | Added |
| Ameriprise Financial Inc | 451,654 | $32.1M | 0.01% | −9,330−2.0% | Reduced |
| Stieven Capital Advisors, L.P. | 419,899 | $29.8M | 3.59% | +4,500+1.1% | Added |
| Norges Bank | 357,239 | $25.4M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 313,937 | $22.3M | 0.01% | −690.0% | Reduced |
| Nuveen Asset Management, LLC | 309,786 | $20.3M | 0.01% | −10,699−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 285,068 | $20.3M | 0.01% | +15,202+5.6% | Added |
| Millennium Management LLC | 282,063 | $20.0M | 0.03% | +13,856+5.2% | Added |
| Manufacturers Life Insurance Company, The | 277,314 | $19.7M | 0.02% | +317+0.1% | Added |
| HighTower Advisors, LLC | 275,635 | $19.6M | 0.05% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 243,877 | $17.3M | 0.54% | −33,572−12.1% | Reduced |
| Bank of America Corp | 227,869 | $16.2M | 0.00% | +29,949+15.1% | Added |
| Summit Creek Advisors LLC | 203,461 | $14.5M | 1.53% | +14,030+7.4% | Added |
| Fort Washington Investment Advisors Inc | 171,586 | $12.2M | 0.08% | +171,586 | New |
| State of Wisconsin Investment Board | 163,800 | $11.6M | 0.02% | −2,800−1.7% | Reduced |
| Morgan Stanley | 158,795 | $11.3M | 0.00% | +20,976+15.2% | Added |
| Bridgeway Capital Management, LLC | 142,500 | $10.1M | 0.19% | −20,500−12.6% | Reduced |
| Endeavour Capital Advisors Inc | 138,702 | $9.85M | 1.42% | −45,845−24.8% | Reduced |
| Invesco Ltd. | 127,315 | $9.04M | 0.00% | +1,591+1.3% | Added |
| Phocas Financial Corp. | 121,145 | $8.61M | 1.09% | +908+0.8% | Added |
| JPMorgan Chase & Co | 119,926 | $8.52M | 0.00% | +39,941+49.9% | Added |
| Keeley-Teton Advisors, LLC | 114,594 | $8.14M | 0.89% | −1,556−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 112,354 | $7.98M | 0.06% | −8,912−7.3% | Reduced |
| Rhumbline Advisers | 107,007 | $7.60M | 0.01% | −13,157−10.9% | Reduced |
| Legal & General Group Plc | 102,172 | $7.26M | 0.00% | +8,128+8.6% | Added |
| Goldman Sachs Group Inc | 100,500 | $7.14M | 0.00% | +17,648+21.3% | Added |
| SEI Investments Co | 99,640 | $7.08M | 0.01% | +23,560+31.0% | Added |
| Parametric Portfolio Associates LLC | 93,606 | $6.65M | 0.00% | +883+1.0% | Added |
| Swiss National Bank | 81,122 | $5.76M | 0.00% | +300+0.4% | Added |
| Prudential Financial Inc | 83,601 | $5.48M | 0.01% | −15,778−15.9% | Reduced |
| Public Sector Pension Investment Board | 75,030 | $5.33M | 0.03% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 73,856 | $5.25M | 0.12% | +623+0.9% | Added |
| Private Capital Management LLC | 68,845 | $4.89M | 2.00% | +18,642+37.1% | Added |
| SG Americas Securities, LLC | 59,757 | $4.25M | 0.02% | +57,171+2,210.8% | Added |
| Barclays PLC | 58,820 | $4.18M | 0.00% | −672−1.1% | Reduced |
| Richard Bernstein Advisors LLC | 52,780 | $3.75M | 0.08% | +2,997+6.0% | Added |
| First Trust Advisors LP | 52,372 | $3.72M | 0.00% | −22,112−29.7% | Reduced |
| Aviva PLC | 51,077 | $3.63M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 50,387 | $3.58M | 0.00% | −1,463−2.8% | Reduced |
| Two Sigma Investments, LP | 46,124 | $3.28M | 0.01% | +46,124 | New |
| New York State Common Retirement Fund | 42,062 | $2.99M | 0.00% | −6,099−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 40,107 | $2.85M | 0.01% | +23,329+139.0% | Added |
| UBS Asset Management Americas Inc | 37,516 | $2.67M | 0.00% | +1,996+5.6% | Added |
| Russell Investments Group, Ltd. | 37,392 | $2.65M | 0.00% | −1,300−3.4% | Reduced |
| Comerica Bank | 34,894 | $2.60M | 0.02% | −1,779−4.9% | Reduced |
| Walthausen & Co., LLC | 36,540 | $2.60M | 0.66% | +5,250+16.8% | Added |
| Wells Fargo & Company | 33,700 | $2.39M | 0.00% | −15,461−31.4% | Reduced |
| Royal Bank of Canada | 33,088 | $2.35M | 0.00% | +5,448+19.7% | Added |
| Credit Suisse AG | 33,081 | $2.35M | 0.00% | −3,261−9.0% | Reduced |
| Great West Life Assurance Co | 31,800 | $2.28M | 0.01% | +610+2.0% | Added |
| Thrivent Financial for Lutherans | 30,008 | $2.13M | 0.00% | −60.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,148 | $2.00M | 0.02% | −27−0.1% | Reduced |
| Texas Permanent School Fund | 27,462 | $1.95M | 0.02% | +102+0.4% | Added |
| Linscomb & Williams, Inc. | 27,355 | $1.94M | 0.10% | −4,136−13.1% | Reduced |
| Deutsche Bank AG | 27,104 | $1.93M | 0.00% | −688−2.5% | Reduced |
| State of Alaska, Department of Revenue | 27,095 | $1.92M | 0.02% | +1,675+6.6% | Added |
| Howard Financial Services, Ltd. | 26,257 | $1.86M | 0.70% | +25+0.1% | Added |
| American International Group, Inc. | 23,582 | $1.68M | 0.01% | −779−3.2% | Reduced |
| State of Tennessee, Treasury Department | 22,861 | $1.63M | 0.01% | −1,260−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 21,600 | $1.53M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,068 | $1.50M | 0.00% | −20,191−48.9% | Reduced |
| Voloridge Investment Management, LLC | 20,905 | $1.49M | 0.01% | +20,905 | New |
| D. E. Shaw & Co., Inc. | 18,931 | $1.34M | 0.00% | +18,931 | New |
| Algert Global LLC | 18,517 | $1.31M | 0.17% | +14,520+363.3% | Added |
| Rafferty Asset Management, LLC | 18,371 | $1.30M | 0.01% | −10,698−36.8% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $1.27M | 0.03% | +1,300+7.8% | Added |
| Amalgamated Bank | 17,700 | $1.26M | 0.01% | −363−2.0% | Reduced |
| HRT Financial LP | 17,643 | $1.25M | 0.01% | +17,643 | New |
| ClariVest Asset Management LLC | 17,134 | $1.22M | 0.04% | −3,144−15.5% | Reduced |
| Doliver Advisors, LP | 16,967 | $1.21M | 0.41% | −446−2.6% | Reduced |
| King Luther Capital Management Corp | 16,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 15,292 | $1.11M | 0.20% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 15,634 | $1.11M | 0.00% | −200−1.3% | Reduced |
| UBS Group AG | 15,382 | $1.09M | 0.00% | −24,916−61.8% | Reduced |
| Commonwealth Equity Services, LLC | 15,342 | $1.09M | 0.00% | −5,749−27.3% | Reduced |
| Voya Investment Management LLC | 15,195 | $1.08M | 0.00% | −29−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 15,013 | $1.07M | 0.01% | −100−0.7% | Reduced |
| Maryland State Retirement & Pension System | 14,650 | $1.05M | 0.03% | +14,650 | New |
| United Capital Financial Advisers, LLC | 14,319 | $1.02M | 0.01% | +53+0.4% | Added |
| Duality Advisers, LP | 13,977 | $993.0K | 0.08% | +13,977 | New |
| Envestnet Asset Management Inc | 13,417 | $953.0K | 0.00% | −1,218−8.3% | Reduced |
| Susquehanna International Group, LLP | 13,324 | $947.0K | 0.00% | +1,937+17.0% | Added |
| MetLife Investment Management | 13,038 | $926.2K | 0.01% | −1,255−8.8% | Reduced |
| Guggenheim Capital LLC | 12,972 | $922.0K | 0.01% | −1,787−12.1% | Reduced |
| Advantage Alpha Capital Partners LP | 11,661 | $828.0K | 0.15% | −3,748−24.3% | Reduced |
| Bank of Montreal | 11,478 | $828.0K | 0.00% | −216−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 11,566 | $822.0K | 0.04% | +7,318+172.3% | Added |