Independent Bank Group, Inc.

IBTXDelisted Jan 2, 2025

Industry: State Commercial Banks
SEC CIK: 0001564618

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Independent Bank Group, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of IBTX: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	178	2	187	+11
Shares	31.0M	15.4K	31.5M	+506.1K (+1.6%)
Value	$2.20B	$1.12M	$2.27B	+$72.6M (+3.3%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Independent Bank Group, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to IBTX in Q4 2021
Institution	Shares	Value	% of portfolio
Citadel Advisors LLC	108,605	$7.84M	0.01%
Renaissance Technologies LLC	41,676	$3.01M	0.00%
Yousif Capital Management, LLC	33,977	$2.45M	0.03%
North Reef Capital Management LP	30,000	$2.17M	1.00%
Allspring Global Investments Holdings, LLC	12,417	$895.0K	0.00%
Holocene Advisors, LP	10,499	$758.0K	0.00%
AdvisorNet Financial, Inc	9,804	$707.0K	0.04%
First Eagle Investment Management, LLC	8,912	$643.0K	0.00%
Connacht Asset Management LP	6,391	$461.0K	0.53%
Trail Ridge Investment Advisors, LLC	4,604	$332.0K	0.20%
PDT Partners, LLC	4,248	$306.0K	0.02%
River Oaks Capital LLC	4,060	$293.0K	0.27%
Livingston Group Asset Management CO (operating as Southport Capital Management)	3,300	$238.0K	0.04%
Prudent Man Advisors, LLC	3,006	$217.0K	0.08%
Penn Davis McFarland Inc	2,800	$202.0K	0.03%
Pictet Asset Management SA	2,800	$202.0K	0.00%
Modera Wealth Management, LLC	2,769	$200.0K	0.01%
CWM, LLC	386	$28.0K	0.00%
Quantbot Technologies LP	202	$14.0K	0.00%
EverSource Wealth Advisors, LLC	198	$14.0K	0.00%
Rockefeller Capital Management L.P.	133	$9.00K	0.00%
JFS Wealth Advisors, LLC	11	$1.00K	0.00%
Schubert & Co	5	$0	0.00%

Sold out (12)

Institutions that held Independent Bank Group, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IBTX in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Algert Global LLC	18,517	$1.31M
Duality Advisers, LP	13,977	$993.0K
AlphaCrest Capital Management LLC	11,566	$822.0K
Qube Research & Technologies Ltd	7,867	$559.0K
ExodusPoint Capital Management, LP	7,287	$518.0K
Jane Street Group, LLC	4,899	$348.0K
Motco	1,425	$101.0K
Arkadios Wealth Advisors	581	$41.0K
Systematic Alpha Investments, LLC	457	$33.0K
O'Shaughnessy Asset Management, LLC	174	$12.0K
Cahill Financial Advisors Inc	36	$3.00K
Quadrant Capital Group LLC	8	$1.00K

Not filed for Q4 2021 yet (2)

Institutions that held Independent Bank Group, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTX in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Covenant Multifamily Offices, LLC	15,292	$1.11M
Berman Capital Advisors, LLC	99	$7.00K