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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 18,371 | $1.30M | 0.01% | −10,698−36.8% | Reduced |
| Algert Global LLC | 18,517 | $1.31M | 0.17% | +14,520+363.3% | Added |
| D. E. Shaw & Co., Inc. | 18,931 | $1.34M | 0.00% | +18,931 | New |
| Voloridge Investment Management, LLC | 20,905 | $1.49M | 0.01% | +20,905 | New |
| Citigroup Inc | 21,068 | $1.50M | 0.00% | −20,191−48.9% | Reduced |
| Ensign Peak Advisors, Inc | 21,600 | $1.53M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 22,861 | $1.63M | 0.01% | −1,260−5.2% | Reduced |
| American International Group, Inc. | 23,582 | $1.68M | 0.01% | −779−3.2% | Reduced |
| Howard Financial Services, Ltd. | 26,257 | $1.86M | 0.70% | +25+0.1% | Added |
| State of Alaska, Department of Revenue | 27,095 | $1.92M | 0.02% | +1,675+6.6% | Added |
| Deutsche Bank AG | 27,104 | $1.93M | 0.00% | −688−2.5% | Reduced |
| Linscomb & Williams, Inc. | 27,355 | $1.94M | 0.10% | −4,136−13.1% | Reduced |
| Texas Permanent School Fund | 27,462 | $1.95M | 0.02% | +102+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,148 | $2.00M | 0.02% | −27−0.1% | Reduced |
| Thrivent Financial for Lutherans | 30,008 | $2.13M | 0.00% | −60.0% | Reduced |
| Great West Life Assurance Co | 31,800 | $2.28M | 0.01% | +610+2.0% | Added |
| Credit Suisse AG | 33,081 | $2.35M | 0.00% | −3,261−9.0% | Reduced |
| Royal Bank of Canada | 33,088 | $2.35M | 0.00% | +5,448+19.7% | Added |
| Wells Fargo & Company | 33,700 | $2.39M | 0.00% | −15,461−31.4% | 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 |
| Russell Investments Group, Ltd. | 37,392 | $2.65M | 0.00% | −1,300−3.4% | Reduced |
| UBS Asset Management Americas Inc | 37,516 | $2.67M | 0.00% | +1,996+5.6% | Added |
| BNP Paribas Arbitrage, SA | 40,107 | $2.85M | 0.01% | +23,329+139.0% | Added |
| New York State Common Retirement Fund | 42,062 | $2.99M | 0.00% | −6,099−12.7% | Reduced |
| Two Sigma Investments, LP | 46,124 | $3.28M | 0.01% | +46,124 | New |
| California State Teachers Retirement System | 50,387 | $3.58M | 0.00% | −1,463−2.8% | Reduced |
| Aviva PLC | 51,077 | $3.63M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 52,372 | $3.72M | 0.00% | −22,112−29.7% | Reduced |
| Richard Bernstein Advisors LLC | 52,780 | $3.75M | 0.08% | +2,997+6.0% | Added |
| Barclays PLC | 58,820 | $4.18M | 0.00% | −672−1.1% | Reduced |
| SG Americas Securities, LLC | 59,757 | $4.25M | 0.02% | +57,171+2,210.8% | Added |
| Private Capital Management LLC | 68,845 | $4.89M | 2.00% | +18,642+37.1% | Added |
| Kennedy Capital Management, Inc. | 73,856 | $5.25M | 0.12% | +623+0.9% | Added |
| Public Sector Pension Investment Board | 75,030 | $5.33M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 83,601 | $5.48M | 0.01% | −15,778−15.9% | Reduced |
| Swiss National Bank | 81,122 | $5.76M | 0.00% | +300+0.4% | Added |
| Parametric Portfolio Associates LLC | 93,606 | $6.65M | 0.00% | +883+1.0% | Added |
| SEI Investments Co | 99,640 | $7.08M | 0.01% | +23,560+31.0% | Added |
| Goldman Sachs Group Inc | 100,500 | $7.14M | 0.00% | +17,648+21.3% | Added |
| Legal & General Group Plc | 102,172 | $7.26M | 0.00% | +8,128+8.6% | Added |
| Rhumbline Advisers | 107,007 | $7.60M | 0.01% | −13,157−10.9% | Reduced |
| Brandywine Global Investment Management, LLC | 112,354 | $7.98M | 0.06% | −8,912−7.3% | Reduced |
| Keeley-Teton Advisors, LLC | 114,594 | $8.14M | 0.89% | −1,556−1.3% | Reduced |
| JPMorgan Chase & Co | 119,926 | $8.52M | 0.00% | +39,941+49.9% | Added |
| Phocas Financial Corp. | 121,145 | $8.61M | 1.09% | +908+0.8% | Added |
| Invesco Ltd. | 127,315 | $9.04M | 0.00% | +1,591+1.3% | Added |
| Endeavour Capital Advisors Inc | 138,702 | $9.85M | 1.42% | −45,845−24.8% | Reduced |
| Bridgeway Capital Management, LLC | 142,500 | $10.1M | 0.19% | −20,500−12.6% | Reduced |
| Morgan Stanley | 158,795 | $11.3M | 0.00% | +20,976+15.2% | Added |
| State of Wisconsin Investment Board | 163,800 | $11.6M | 0.02% | −2,800−1.7% | Reduced |
| Fort Washington Investment Advisors Inc | 171,586 | $12.2M | 0.08% | +171,586 | New |
| Summit Creek Advisors LLC | 203,461 | $14.5M | 1.53% | +14,030+7.4% | Added |
| Bank of America Corp | 227,869 | $16.2M | 0.00% | +29,949+15.1% | Added |
| Chartwell Investment Partners, LLC | 243,877 | $17.3M | 0.54% | −33,572−12.1% | Reduced |
| HighTower Advisors, LLC | 275,635 | $19.6M | 0.05% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 277,314 | $19.7M | 0.02% | +317+0.1% | Added |
| Millennium Management LLC | 282,063 | $20.0M | 0.03% | +13,856+5.2% | Added |
| Charles Schwab Investment Management Inc | 285,068 | $20.3M | 0.01% | +15,202+5.6% | Added |
| Nuveen Asset Management, LLC | 309,786 | $20.3M | 0.01% | −10,699−3.3% | Reduced |
| Principal Financial Group Inc | 313,937 | $22.3M | 0.01% | −690.0% | Reduced |
| Norges Bank | 357,239 | $25.4M | 0.01% | 00.0% | Unchanged |
| Stieven Capital Advisors, L.P. | 419,899 | $29.8M | 3.59% | +4,500+1.1% | Added |
| Ameriprise Financial Inc | 451,654 | $32.1M | 0.01% | −9,330−2.0% | Reduced |
| Bank of New York Mellon Corp | 472,880 | $33.6M | 0.01% | +9,040+1.9% | Added |
| Northern Trust Corp | 492,920 | $35.0M | 0.01% | −1,611−0.3% | Reduced |
| Royce & Associates LP | 541,332 | $38.5M | 0.29% | −20,806−3.7% | Reduced |
| Eaton Vance Management | 556,209 | $39.5M | 0.05% | +30,205+5.7% | Added |
| Alliancebernstein L.P. | 591,170 | $42.0M | 0.02% | −20,646−3.4% | Reduced |
| Geode Capital Management, LLC | 688,710 | $48.9M | 0.01% | +6,581+1.0% | Added |
| Macquarie Group Ltd | 907,305 | $64.5M | 0.05% | −5,263−0.6% | Reduced |
| Price T Rowe Associates Inc | 1,208,027 | $85.8M | 0.01% | +72,956+6.4% | Added |
| American Century Companies Inc | 1,394,504 | $99.1M | 0.07% | +80,002+6.1% | Added |
| State Street Corp | 1,759,294 | $125.0M | 0.01% | −160,412−8.4% | Reduced |
| Dimensional Fund Advisors LP | 2,380,483 | $169.1M | 0.05% | −18,594−0.8% | Reduced |
| Capital Research Global Investors | 2,487,746 | $176.7M | 0.04% | +3,400+0.1% | Added |
| Vanguard Group Inc | 4,056,309 | $288.2M | 0.01% | −5,648−0.1% | Reduced |
| BlackRock Inc. | 5,812,512 | $412.9M | 0.01% | −160,683−2.7% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −102,664−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −18,575−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −9,244−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −8,029−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,723−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Penn Davis McFarland Inc | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |