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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.

Institutional holdersQ3 2021: 178 institutions
Q1 2021: 188 institutionsQ2 2021: 177 institutionsQ3 2021: 178 institutionsQ4 2021: 187 institutionsQ1 2022: 196 institutionsQ2 2022: 189 institutionsQ3 2022: 199 institutionsQ4 2022: 182 institutionsQ1 2023: 189 institutionsQ2 2023: 179 institutionsQ3 2023: 184 institutionsQ4 2023: 195 institutionsQ1 2024: 212 institutionsQ2 2024: 194 institutionsQ3 2024: 208 institutionsQ4 2024: 187 institutionsQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $2.20B
Q1 2021: $2.22BQ2 2021: $2.30BQ3 2021: $2.20BQ4 2021: $2.27BQ1 2022: $2.33BQ2 2022: $2.14BQ3 2022: $1.94BQ4 2022: $1.89BQ1 2023: $1.43BQ2 2023: $1.08BQ3 2023: $1.25BQ4 2023: $1.63BQ1 2024: $1.49BQ2 2024: $1.44BQ3 2024: $1.86BQ4 2024: $1.98BQ1 2025: $425Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding IBTX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$425
Q4 2024187$1.98B
Q3 2024208$1.86B
Q2 2024194$1.44B
Q1 2024212$1.49B
Q4 2023195$1.63B
Q3 2023184$1.25B
Q2 2023179$1.08B
Q1 2023189$1.43B
Q4 2022182$1.89B
Q3 2022199$1.94B
Q2 2022189$2.14B
Q1 2022196$2.33B
Q4 2021187$2.27B
Q3 2021178$2.20B
Q2 2021177$2.30B
Q1 2021188$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.

Institutions holding IBTX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Stifel Financial Corp11,386$809.0K0.00%−476−4.0%Reduced
State Board of Administration of Florida Retirement System10,954$778.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky10,400$739.0K0.01%00.0%Unchanged
Arizona State Retirement System10,001$710.0K0.01%+34+0.3%Added
Metropolitan Life Insurance Co9,907$703.8K0.01%−715−6.7%Reduced
Victory Capital Management Inc9,816$697.0K0.00%−571−5.5%Reduced
US Bancorp9,696$689.0K0.00%+140+1.5%Added
Cubist Systematic Strategies, LLC9,544$678.0K0.01%+9,544New
Handelsbanken Fonder AB9,200$654.0K0.00%00.0%Unchanged
Hodges Capital Management Inc.8,250$586.0K0.04%+4,000+94.1%Added
Legacy Advisors, LLC8,025$570.0K0.23%00.0%Unchanged
Northwestern Mutual Wealth Management Co7,944$564.0K0.00%−300−3.6%Reduced
CFO4Life Group, LLC7,915$562.0K0.13%+39+0.5%Added
Qube Research & Technologies Ltd7,867$559.0K0.01%+7,867New
Adell Harriman & Carpenter Inc7,772$552.1K0.06%00.0%Unchanged
ExodusPoint Capital Management, LP7,287$518.0K0.01%+7,287New
Callahan Advisors, LLC7,218$513.0K0.06%00.0%Unchanged
Ergoteles LLC7,000$497.0K0.02%+7,000New
Avalon Investment & Advisory6,772$481.0K0.01%00.0%Unchanged
HSBC Holdings PLC6,492$463.0K0.00%+6,492New
Janus Henderson Group PLC6,252$444.0K0.00%+6,252New
ProShare Advisors LLC6,060$431.0K0.00%−4,778−44.1%Reduced
Advisor Group Holdings, Inc.5,929$421.0K0.00%+1,092+22.6%Added
Teacher Retirement System of Texas5,904$419.0K0.00%+1,096+22.8%Added
First Manhattan Co8,325$404.0K0.00%00.0%Unchanged
Alps Advisors Inc5,563$395.0K0.00%+1,165+26.5%Added
Goodman Financial Corp5,416$385.0K0.11%00.0%Unchanged
Icon Wealth Partners, LLC5,356$380.0K0.04%+26+0.5%Added
Everence Capital Management Inc4,980$354.0K0.03%00.0%Unchanged
Mutual of America Capital Management LLC4,950$352.0K0.00%−269−5.2%Reduced
Weil Company, Inc.4,950$352.0K0.18%00.0%Unchanged
Jane Street Group, LLC4,899$348.0K0.00%−4,357−47.1%Reduced
Segment Wealth Management, LLC4,791$340.0K0.04%+24+0.5%Added
Cypress Point Wealth Management, LLC4,515$321.0K0.23%00.0%Unchanged
CIBC Asset Management Inc4,518$321.0K0.00%+113+2.6%Added
Relative Value Partners Group, LLC4,315$307.0K0.02%+4,315New
Evergreen Capital Management LLC4,233$301.0K0.01%+83+2.0%Added
Profund Advisors LLC3,993$284.0K0.01%−1,041−20.7%Reduced
Cullen/Frost Bankers, Inc.3,934$279.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,681$261.0K0.00%00.0%Unchanged
Crossmark Global Holdings, Inc.3,560$253.0K0.01%−50−1.4%Reduced
Henshaw Capital LLC3,519$250.0K0.02%00.0%Unchanged
Panagora Asset Management Inc3,104$221.0K0.00%00.0%Unchanged
Veritable, L.P.3,025$215.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,952$210.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC2,779$197.0K0.03%−221−7.4%Reduced
American National Bank2,500$178.0K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)2,466$175.0K0.00%−3,023−55.1%Reduced
Simplex Trading, LLC1,967$146.0K0.01%00.0%Unchanged
Corsicana & Co.2,000$142.0K0.09%00.0%Unchanged
Nisa Investment Advisors, LLC1,450$103.0K0.00%00.0%Unchanged
Motco1,425$101.0K0.01%+1,425New
The PNC Financial Services Group, Inc.1,380$98.0K0.00%+6+0.4%Added
Captrust Financial Advisors919$65.0K0.00%+17+1.9%Added
Harbor Investment Advisory, LLC704$50.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors581$41.0K0.01%+283+95.0%Added
Toronto Dominion Bank514$37.0K0.00%−119−18.8%Reduced
Public Employees Retirement System of Ohio489$35.0K0.00%+200+69.2%Added
Systematic Alpha Investments, LLC457$33.0K0.00%00.0%Unchanged
Versant Capital Management, Inc378$27.0K0.01%−11−2.8%Reduced
Point72 Hong Kong Ltd286$20.0K0.00%+286New
Sutton Wealth Advisors Inc.259$18.4K0.01%−137−34.6%Reduced
FinTrust Capital Advisors, LLC220$16.0K0.00%00.0%Unchanged
Private Capital Group, LLC190$14.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC174$12.0K0.00%+27+18.4%Added
Parkside Financial Bank & Trust106$8.00K0.00%−4−3.6%Reduced
Fifth Third Bancorp95$7.00K0.00%+6+6.7%Added
Berman Capital Advisors, LLC99$7.00K0.00%+99New
TCI Wealth Advisors, Inc.87$6.00K0.00%−20−18.7%Reduced
Howe & Rusling Inc69$5.00K0.00%00.0%Unchanged
Cahill Financial Advisors Inc36$3.00K0.00%+36New
Proequities, Inc.26$2.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC23$2.00K0.00%00.0%Unchanged
Concord Wealth Partners27$2.00K0.00%+27New
FMR LLC14$1.00K0.00%−163,210−100.0%Reduced
NEXT Financial Group, Inc14$1.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC15$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC8$1.00K0.00%+8New
Citadel Advisors LLC0$00.00%−102,664−100.0%Sold out
California Public Employees Retirement System0$00.00%−18,575−100.0%Sold out
LSV Asset Management0$00.00%−10,100−100.0%Sold out
BBR Partners, LLC0$00.00%−9,244−100.0%Sold out
AQR Capital Management LLC0$00.00%−8,029−100.0%Sold out
Squarepoint Ops LLC0$00.00%−6,723−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−5,900−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−3,210−100.0%Sold out
Capital Advisors Inc0$00.00%−3,110−100.0%Sold out
Penn Davis McFarland Inc0$00.00%−2,800−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−2,707−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−1,365−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−325−100.0%Sold out
Quantbot Technologies LP0$00.00%−177−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−165−100.0%Sold out
Meeder Asset Management Inc0$00.00%−8−100.0%Sold out
Harbour Investments, Inc.0$00.00%−13−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed