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, Q4 2021
Institutional positions in Independent Bank Group, Inc. as of Dec 31, 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
- 187
- +11 vs. Q3 2021
- Shares held
- 31.5M
- +506.1K (+1.6%) vs. Q3 2021
- Total value
- $2.27B
- +$72.6M (+3.3%) vs. Q3 2021
- New holders
- 23
- 62 more added
- Sold out
- 12
- 65 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,001,989 | $433.0M | 0.01% | +189,477+3.3% | Added |
| Vanguard Group Inc | 4,082,385 | $294.5M | 0.01% | +26,076+0.6% | Added |
| Capital Research Global Investors | 2,466,146 | $177.9M | 0.04% | −21,600−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,378,531 | $171.6M | 0.05% | −1,952−0.1% | Reduced |
| State Street Corp | 1,685,043 | $121.6M | 0.01% | −74,251−4.2% | Reduced |
| American Century Companies Inc | 1,451,913 | $104.8M | 0.07% | +57,409+4.1% | Added |
| Price T Rowe Associates Inc | 1,389,282 | $100.2M | 0.01% | +181,255+15.0% | Added |
| Macquarie Group Ltd | 909,808 | $65.6M | 0.05% | +2,503+0.3% | Added |
| Geode Capital Management, LLC | 669,235 | $48.3M | 0.01% | −19,475−2.8% | Reduced |
| Alliancebernstein L.P. | 577,915 | $41.7M | 0.01% | −13,255−2.2% | Reduced |
| Eaton Vance Management | 572,308 | $41.3M | 0.05% | +16,099+2.9% | Added |
| Royce & Associates LP | 511,344 | $36.9M | 0.28% | −29,988−5.5% | Reduced |
| FMR LLC | 500,655 | $36.1M | 0.00% | +500,641+3,576,007.1% | Added |
| Ameriprise Financial Inc | 489,701 | $35.3M | 0.01% | +38,047+8.4% | Added |
| Northern Trust Corp | 441,728 | $31.9M | 0.01% | −51,192−10.4% | Reduced |
| Bank of New York Mellon Corp | 436,865 | $31.5M | 0.01% | −36,015−7.6% | Reduced |
| Norges Bank | 353,810 | $25.5M | 0.01% | −3,429−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 300,842 | $21.7M | 0.01% | +15,774+5.5% | Added |
| Principal Financial Group Inc | 289,031 | $20.9M | 0.01% | −24,906−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 275,984 | $19.9M | 0.01% | −1,330−0.5% | Reduced |
| HighTower Advisors, LLC | 275,635 | $19.9M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 256,104 | $18.0M | 0.01% | −53,682−17.3% | Reduced |
| Bank of America Corp | 241,213 | $17.4M | 0.00% | +13,344+5.9% | Added |
| Chartwell Investment Partners, LLC | 239,093 | $17.3M | 0.50% | −4,784−2.0% | Reduced |
| Stieven Capital Advisors, L.P. | 231,351 | $16.7M | 2.01% | −188,548−44.9% | Reduced |
| Fort Washington Investment Advisors Inc | 219,056 | $15.8M | 0.10% | +47,470+27.7% | Added |
| Summit Creek Advisors LLC | 209,322 | $15.1M | 1.52% | +5,861+2.9% | Added |
| State of Wisconsin Investment Board | 163,800 | $11.8M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 145,988 | $10.5M | 0.00% | −12,807−8.1% | Reduced |
| Goldman Sachs Group Inc | 142,902 | $10.3M | 0.00% | +42,402+42.2% | Added |
| SEI Investments Co | 128,584 | $9.28M | 0.02% | +28,944+29.0% | Added |
| Invesco Ltd. | 128,210 | $9.25M | 0.00% | +895+0.7% | Added |
| JPMorgan Chase & Co | 120,688 | $8.71M | 0.00% | +762+0.6% | Added |
| Phocas Financial Corp. | 118,347 | $8.54M | 1.09% | −2,798−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 112,354 | $8.11M | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 108,605 | $7.84M | 0.01% | +108,605 | New |
| Keeley-Teton Advisors, LLC | 107,468 | $7.75M | 0.82% | −7,126−6.2% | Reduced |
| Rhumbline Advisers | 106,665 | $7.70M | 0.01% | −342−0.3% | Reduced |
| Legal & General Group Plc | 104,970 | $7.57M | 0.00% | +2,798+2.7% | Added |
| Parametric Portfolio Associates LLC | 103,834 | $7.49M | 0.00% | +10,228+10.9% | Added |
| Bridgeway Capital Management, LLC | 103,100 | $7.44M | 0.14% | −39,400−27.6% | Reduced |
| Private Capital Management LLC | 91,721 | $6.62M | 2.28% | +22,876+33.2% | Added |
| Swiss National Bank | 81,122 | $5.85M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 77,906 | $5.62M | 0.01% | −204,157−72.4% | Reduced |
| Public Sector Pension Investment Board | 75,210 | $5.43M | 0.03% | +180+0.2% | Added |
| Prudential Financial Inc | 75,652 | $5.39M | 0.01% | −7,949−9.5% | Reduced |
| Barclays PLC | 73,645 | $5.31M | 0.00% | +14,825+25.2% | Added |
| Kennedy Capital Management, Inc. | 69,084 | $4.98M | 0.11% | −4,772−6.5% | Reduced |
| First Trust Advisors LP | 54,096 | $3.90M | 0.00% | +1,724+3.3% | Added |
| Richard Bernstein Advisors LLC | 52,780 | $3.81M | 0.07% | 00.0% | Unchanged |
| California State Teachers Retirement System | 51,683 | $3.73M | 0.00% | +1,296+2.6% | Added |
| Aviva PLC | 46,561 | $3.36M | 0.01% | −4,516−8.8% | Reduced |
| New York State Common Retirement Fund | 41,985 | $3.03M | 0.00% | −77−0.2% | Reduced |
| Renaissance Technologies LLC | 41,676 | $3.01M | 0.00% | +41,676 | New |
| Two Sigma Investments, LP | 39,211 | $2.83M | 0.01% | −6,913−15.0% | Reduced |
| UBS Asset Management Americas Inc | 39,001 | $2.81M | 0.00% | +1,485+4.0% | Added |
| Walthausen & Co., LLC | 38,770 | $2.80M | 0.73% | +2,230+6.1% | Added |
| Comerica Bank | 33,306 | $2.56M | 0.02% | −1,588−4.6% | Reduced |
| Credit Suisse AG | 35,420 | $2.55M | 0.00% | +2,339+7.1% | Added |
| Voloridge Investment Management, LLC | 35,304 | $2.55M | 0.01% | +14,399+68.9% | Added |
| Russell Investments Group, Ltd. | 34,578 | $2.49M | 0.00% | −2,814−7.5% | Reduced |
| Yousif Capital Management, LLC | 33,977 | $2.45M | 0.03% | +33,977 | New |
| Wells Fargo & Company | 33,780 | $2.44M | 0.00% | +80+0.2% | Added |
| Endeavour Capital Advisors Inc | 33,387 | $2.41M | 0.34% | −105,315−75.9% | Reduced |
| Great West Life Assurance Co | 31,859 | $2.30M | 0.00% | +59+0.2% | Added |
| Thrivent Financial for Lutherans | 30,050 | $2.17M | 0.00% | +42+0.1% | Added |
| North Reef Capital Management LP | 30,000 | $2.17M | 1.00% | +30,000 | New |
| SG Americas Securities, LLC | 29,975 | $2.16M | 0.01% | −29,782−49.8% | Reduced |
| Citigroup Inc | 29,158 | $2.10M | 0.00% | +8,090+38.4% | Added |
| Deutsche Bank AG | 28,200 | $2.04M | 0.00% | +1,096+4.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,908 | $2.01M | 0.02% | −240−0.9% | Reduced |
| Linscomb & Williams, Inc. | 27,355 | $1.97M | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 26,924 | $1.94M | 0.00% | −6,164−18.6% | Reduced |
| Texas Permanent School Fund | 26,614 | $1.92M | 0.02% | −848−3.1% | Reduced |
| Howard Financial Services, Ltd. | 26,216 | $1.89M | 0.57% | −41−0.2% | Reduced |
| State of Alaska, Department of Revenue | 26,145 | $1.89M | 0.02% | −950−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 25,706 | $1.85M | 0.00% | −14,401−35.9% | Reduced |
| Cubist Systematic Strategies, LLC | 25,514 | $1.84M | 0.02% | +15,970+167.3% | Added |
| UBS Group AG | 24,599 | $1.77M | 0.00% | +9,217+59.9% | Added |
| CFO4Life Group, LLC | 23,435 | $1.69M | 0.35% | +15,520+196.1% | Added |
| State of Tennessee, Treasury Department | 22,861 | $1.65M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 22,834 | $1.65M | 0.01% | −748−3.2% | Reduced |
| Ergoteles LLC | 22,700 | $1.64M | 0.06% | +15,700+224.3% | Added |
| Louisiana State Employees Retirement System | 17,900 | $1.29M | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 17,502 | $1.26M | 0.01% | −198−1.1% | Reduced |
| Captrust Financial Advisors | 16,113 | $1.16M | 0.01% | +15,194+1,653.3% | Added |
| King Luther Capital Management Corp | 16,000 | $1.15M | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 14,667 | $1.13M | 0.36% | −2,300−13.6% | Reduced |
| New York State Teachers Retirement System | 15,534 | $1.12M | 0.00% | −100−0.6% | Reduced |
| Maryland State Retirement & Pension System | 14,721 | $1.06M | 0.03% | +71+0.5% | Added |
| Advantage Alpha Capital Partners LP | 14,554 | $1.05M | 0.15% | +2,893+24.8% | Added |
| Voya Investment Management LLC | 14,515 | $1.05M | 0.00% | −680−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 14,313 | $1.03M | 0.01% | −700−4.7% | Reduced |
| Rafferty Asset Management, LLC | 14,287 | $1.03M | 0.01% | −4,084−22.2% | Reduced |
| Susquehanna International Group, LLP | 13,446 | $970.0K | 0.00% | +122+0.9% | Added |
| Envestnet Asset Management Inc | 13,385 | $966.0K | 0.00% | −32−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 13,279 | $958.0K | 0.00% | −2,063−13.4% | Reduced |
| MetLife Investment Management | 13,038 | $940.7K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12,417 | $895.0K | 0.00% | +12,417 | New |
| Toronto Dominion Bank | 11,400 | $823.0K | 0.00% | +10,886+2,117.9% | Added |