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 |
|---|---|---|---|---|---|
| FMR LLC | 14 | $1.00K | 0.00% | −163,210−100.0% | Reduced |
| NEXT Financial Group, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 27 | $2.00K | 0.00% | +27 | New |
| Cahill Financial Advisors Inc | 36 | $3.00K | 0.00% | +36 | New |
| Howe & Rusling Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 87 | $6.00K | 0.00% | −20−18.7% | Reduced |
| Fifth Third Bancorp | 95 | $7.00K | 0.00% | +6+6.7% | Added |
| Berman Capital Advisors, LLC | 99 | $7.00K | 0.00% | +99 | New |
| Parkside Financial Bank & Trust | 106 | $8.00K | 0.00% | −4−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174 | $12.0K | 0.00% | +27+18.4% | Added |
| Private Capital Group, LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 259 | $18.4K | 0.01% | −137−34.6% | Reduced |
| Point72 Hong Kong Ltd | 286 | $20.0K | 0.00% | +286 | New |
| Versant Capital Management, Inc | 378 | $27.0K | 0.01% | −11−2.8% | Reduced |
| Systematic Alpha Investments, LLC | 457 | $33.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 489 | $35.0K | 0.00% | +200+69.2% | Added |
| Toronto Dominion Bank | 514 | $37.0K | 0.00% | −119−18.8% | Reduced |
| Arkadios Wealth Advisors | 581 | $41.0K | 0.01% | +283+95.0% | Added |
| Harbor Investment Advisory, LLC | 704 | $50.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 919 | $65.0K | 0.00% | +17+1.9% | Added |
| The PNC Financial Services Group, Inc. | 1,380 | $98.0K | 0.00% | +6+0.4% | Added |
| Motco | 1,425 | $101.0K | 0.01% | +1,425 | New |
| Nisa Investment Advisors, LLC | 1,450 | $103.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $142.0K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,967 | $146.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,466 | $175.0K | 0.00% | −3,023−55.1% | Reduced |
| American National Bank | 2,500 | $178.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,779 | $197.0K | 0.03% | −221−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,952 | $210.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 3,025 | $215.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,104 | $221.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,519 | $250.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,560 | $253.0K | 0.01% | −50−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,681 | $261.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,934 | $279.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,993 | $284.0K | 0.01% | −1,041−20.7% | Reduced |
| Evergreen Capital Management LLC | 4,233 | $301.0K | 0.01% | +83+2.0% | Added |
| Relative Value Partners Group, LLC | 4,315 | $307.0K | 0.02% | +4,315 | New |
| Cypress Point Wealth Management, LLC | 4,515 | $321.0K | 0.23% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,518 | $321.0K | 0.00% | +113+2.6% | Added |
| Segment Wealth Management, LLC | 4,791 | $340.0K | 0.04% | +24+0.5% | Added |
| Jane Street Group, LLC | 4,899 | $348.0K | 0.00% | −4,357−47.1% | Reduced |
| Mutual of America Capital Management LLC | 4,950 | $352.0K | 0.00% | −269−5.2% | Reduced |
| Weil Company, Inc. | 4,950 | $352.0K | 0.18% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,980 | $354.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,356 | $380.0K | 0.04% | +26+0.5% | Added |
| Goodman Financial Corp | 5,416 | $385.0K | 0.11% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,563 | $395.0K | 0.00% | +1,165+26.5% | Added |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,904 | $419.0K | 0.00% | +1,096+22.8% | Added |
| Advisor Group Holdings, Inc. | 5,929 | $421.0K | 0.00% | +1,092+22.6% | Added |
| ProShare Advisors LLC | 6,060 | $431.0K | 0.00% | −4,778−44.1% | Reduced |
| Janus Henderson Group PLC | 6,252 | $444.0K | 0.00% | +6,252 | New |
| HSBC Holdings PLC | 6,492 | $463.0K | 0.00% | +6,492 | New |
| Avalon Investment & Advisory | 6,772 | $481.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 7,000 | $497.0K | 0.02% | +7,000 | New |
| Callahan Advisors, LLC | 7,218 | $513.0K | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,287 | $518.0K | 0.01% | +7,287 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $552.1K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,867 | $559.0K | 0.01% | +7,867 | New |
| CFO4Life Group, LLC | 7,915 | $562.0K | 0.13% | +39+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,944 | $564.0K | 0.00% | −300−3.6% | Reduced |
| Legacy Advisors, LLC | 8,025 | $570.0K | 0.23% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 8,250 | $586.0K | 0.04% | +4,000+94.1% | Added |
| Handelsbanken Fonder AB | 9,200 | $654.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,544 | $678.0K | 0.01% | +9,544 | New |
| US Bancorp | 9,696 | $689.0K | 0.00% | +140+1.5% | Added |
| Victory Capital Management Inc | 9,816 | $697.0K | 0.00% | −571−5.5% | Reduced |
| Metropolitan Life Insurance Co | 9,907 | $703.8K | 0.01% | −715−6.7% | Reduced |
| Arizona State Retirement System | 10,001 | $710.0K | 0.01% | +34+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 10,400 | $739.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,954 | $778.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,386 | $809.0K | 0.00% | −476−4.0% | Reduced |
| AlphaCrest Capital Management LLC | 11,566 | $822.0K | 0.04% | +7,318+172.3% | Added |
| 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 |
| Guggenheim Capital LLC | 12,972 | $922.0K | 0.01% | −1,787−12.1% | Reduced |
| MetLife Investment Management | 13,038 | $926.2K | 0.01% | −1,255−8.8% | Reduced |
| Susquehanna International Group, LLP | 13,324 | $947.0K | 0.00% | +1,937+17.0% | Added |
| Envestnet Asset Management Inc | 13,417 | $953.0K | 0.00% | −1,218−8.3% | Reduced |
| Duality Advisers, LP | 13,977 | $993.0K | 0.08% | +13,977 | New |
| United Capital Financial Advisers, LLC | 14,319 | $1.02M | 0.01% | +53+0.4% | Added |
| Maryland State Retirement & Pension System | 14,650 | $1.05M | 0.03% | +14,650 | New |
| Oregon Public Employees Retirement Fund | 15,013 | $1.07M | 0.01% | −100−0.7% | Reduced |
| Voya Investment Management LLC | 15,195 | $1.08M | 0.00% | −29−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,342 | $1.09M | 0.00% | −5,749−27.3% | Reduced |
| UBS Group AG | 15,382 | $1.09M | 0.00% | −24,916−61.8% | Reduced |
| New York State Teachers Retirement System | 15,634 | $1.11M | 0.00% | −200−1.3% | Reduced |
| Covenant Multifamily Offices, LLC | 15,292 | $1.11M | 0.20% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 16,967 | $1.21M | 0.41% | −446−2.6% | Reduced |
| ClariVest Asset Management LLC | 17,134 | $1.22M | 0.04% | −3,144−15.5% | Reduced |
| HRT Financial LP | 17,643 | $1.25M | 0.01% | +17,643 | New |
| Amalgamated Bank | 17,700 | $1.26M | 0.01% | −363−2.0% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $1.27M | 0.03% | +1,300+7.8% | Added |