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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| NEXT Financial Group, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Proequities, Inc. | 22 | $2.00K | 0.00% | −4−15.4% | Reduced |
| Gemmer Asset Management LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $4.00K | 0.00% | +28+103.7% | Added |
| Howe & Rusling Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 101 | $7.00K | 0.00% | −17,033−99.4% | Reduced |
| TCI Wealth Advisors, Inc. | 97 | $7.00K | 0.00% | +10+11.5% | Added |
| Parkside Financial Bank & Trust | 109 | $8.00K | 0.00% | +3+2.8% | Added |
| Fifth Third Bancorp | 120 | $9.00K | 0.00% | +25+26.3% | Added |
| Rockefeller Capital Management L.P. | 133 | $9.00K | 0.00% | +133 | New |
| Private Capital Group, LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 202 | $14.0K | 0.00% | +202 | New |
| EverSource Wealth Advisors, LLC | 198 | $14.0K | 0.00% | +198 | New |
| FinTrust Capital Advisors, LLC | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 373 | $27.0K | 0.01% | −5−1.3% | Reduced |
| CWM, LLC | 386 | $28.0K | 0.00% | +386 | New |
| Sutton Wealth Advisors Inc. | 416 | $30.0K | 0.01% | +157+60.6% | Added |
| Harbor Investment Advisory, LLC | 704 | $51.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 700 | $51.0K | 0.00% | +211+43.1% | Added |
| Simplex Trading, LLC | 751 | $54.0K | 0.00% | −1,216−61.8% | Reduced |
| Tower Research Capital LLC (TRC) | 915 | $66.0K | 0.00% | −1,551−62.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,450 | $110.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,560 | $112.0K | 0.00% | +180+13.0% | Added |
| Point72 Hong Kong Ltd | 1,593 | $115.0K | 0.01% | +1,307+457.0% | Added |
| Corsicana & Co. | 2,000 | $144.0K | 0.09% | 00.0% | Unchanged |
| American National Bank | 2,500 | $180.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,769 | $200.0K | 0.01% | +2,769 | New |
| Institutional & Family Asset Management, LLC | 2,779 | $201.0K | 0.03% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,800 | $202.0K | 0.03% | +2,800 | New |
| Pictet Asset Management SA | 2,800 | $202.0K | 0.00% | +2,800 | New |
| Ameritas Investment Partners, Inc. | 2,952 | $213.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,006 | $217.0K | 0.08% | +3,006 | New |
| Veritable, L.P. | 3,025 | $218.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,104 | $224.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,180 | $229.0K | 0.00% | −380−10.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,300 | $238.0K | 0.04% | +3,300 | New |
| Henshaw Capital LLC | 3,519 | $253.9K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 3,608 | $260.0K | 0.00% | −14,035−79.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $284.0K | 0.01% | 00.0% | Unchanged |
| River Oaks Capital LLC | 4,060 | $293.0K | 0.27% | +4,060 | New |
| Evergreen Capital Management LLC | 4,090 | $295.0K | 0.01% | −143−3.4% | Reduced |
| Profund Advisors LLC | 4,149 | $299.0K | 0.01% | +156+3.9% | Added |
| PDT Partners, LLC | 4,248 | $306.0K | 0.02% | +4,248 | New |
| Relative Value Partners Group, LLC | 4,336 | $313.0K | 0.02% | +21+0.5% | Added |
| Victory Capital Management Inc | 4,437 | $320.0K | 0.00% | −5,379−54.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,477 | $323.0K | 0.00% | +796+21.6% | Added |
| United Capital Financial Advisers, LLC | 4,525 | $326.0K | 0.00% | −9,794−68.4% | Reduced |
| Cypress Point Wealth Management, LLC | 4,515 | $326.0K | 0.30% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,598 | $332.0K | 0.00% | +80+1.8% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $332.0K | 0.20% | +4,604 | New |
| Segment Wealth Management, LLC | 4,816 | $347.0K | 0.04% | +25+0.5% | Added |
| Weil Company, Inc. | 4,950 | $357.0K | 0.17% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,980 | $359.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,045 | $364.0K | 0.00% | +95+1.9% | Added |
| Icon Wealth Partners, LLC | 5,382 | $388.0K | 0.04% | +26+0.5% | Added |
| Goodman Financial Corp | 5,416 | $391.0K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,584 | $403.0K | 0.05% | −1,634−22.6% | Reduced |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,637 | $407.0K | 0.00% | +74+1.3% | Added |
| Advisor Group Holdings, Inc. | 5,950 | $429.0K | 0.00% | +21+0.4% | Added |
| Connacht Asset Management LP | 6,391 | $461.0K | 0.53% | +6,391 | New |
| Avalon Investment & Advisory | 6,772 | $489.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,006 | $505.0K | 0.00% | +1,102+18.7% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $560.7K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,944 | $573.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,976 | $575.0K | 0.00% | −4,996−38.5% | Reduced |
| Legacy Advisors, LLC | 8,025 | $579.0K | 0.21% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 8,250 | $596.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,353 | $603.0K | 0.00% | +1,861+28.7% | Added |
| First Eagle Investment Management, LLC | 8,912 | $643.0K | 0.00% | +8,912 | New |
| Handelsbanken Fonder AB | 9,200 | $664.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 9,492 | $684.0K | 0.00% | −204−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 9,652 | $696.0K | 0.00% | −9,279−49.0% | Reduced |
| Metropolitan Life Insurance Co | 9,707 | $700.4K | 0.01% | −200−2.0% | Reduced |
| Bank of Montreal | 9,723 | $705.0K | 0.00% | −1,755−15.3% | Reduced |
| AdvisorNet Financial, Inc | 9,804 | $707.0K | 0.04% | +9,804 | New |
| Arizona State Retirement System | 9,876 | $713.0K | 0.01% | −125−1.2% | Reduced |
| Janus Henderson Group PLC | 10,020 | $723.0K | 0.00% | +3,768+60.3% | Added |
| Ensign Peak Advisors, Inc | 10,160 | $733.0K | 0.00% | −11,440−53.0% | Reduced |
| ProShare Advisors LLC | 10,352 | $746.0K | 0.00% | +4,292+70.8% | Added |
| Teachers Retirement System of the State of Kentucky | 10,400 | $750.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,499 | $758.0K | 0.00% | +10,499 | New |
| Stifel Financial Corp | 10,575 | $763.0K | 0.00% | −811−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 10,806 | $780.0K | 0.00% | −148−1.4% | Reduced |
| Toronto Dominion Bank | 11,400 | $823.0K | 0.00% | +10,886+2,117.9% | Added |
| Allspring Global Investments Holdings, LLC | 12,417 | $895.0K | 0.00% | +12,417 | New |
| MetLife Investment Management | 13,038 | $940.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,279 | $958.0K | 0.00% | −2,063−13.4% | Reduced |
| Envestnet Asset Management Inc | 13,385 | $966.0K | 0.00% | −32−0.2% | Reduced |
| Susquehanna International Group, LLP | 13,446 | $970.0K | 0.00% | +122+0.9% | Added |
| Rafferty Asset Management, LLC | 14,287 | $1.03M | 0.01% | −4,084−22.2% | Reduced |
| Oregon Public Employees Retirement Fund | 14,313 | $1.03M | 0.01% | −700−4.7% | Reduced |
| Voya Investment Management LLC | 14,515 | $1.05M | 0.00% | −680−4.5% | Reduced |
| Advantage Alpha Capital Partners LP | 14,554 | $1.05M | 0.15% | +2,893+24.8% | Added |
| Maryland State Retirement & Pension System | 14,721 | $1.06M | 0.03% | +71+0.5% | Added |
| New York State Teachers Retirement System | 15,534 | $1.12M | 0.00% | −100−0.6% | Reduced |
| Doliver Advisors, LP | 14,667 | $1.13M | 0.36% | −2,300−13.6% | Reduced |