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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 16,000 | $1.15M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,113 | $1.16M | 0.01% | +15,194+1,653.3% | Added |
| Amalgamated Bank | 17,502 | $1.26M | 0.01% | −198−1.1% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $1.29M | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 22,700 | $1.64M | 0.06% | +15,700+224.3% | Added |
| American International Group, Inc. | 22,834 | $1.65M | 0.01% | −748−3.2% | Reduced |
| State of Tennessee, Treasury Department | 22,861 | $1.65M | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 23,435 | $1.69M | 0.35% | +15,520+196.1% | Added |
| UBS Group AG | 24,599 | $1.77M | 0.00% | +9,217+59.9% | Added |
| Cubist Systematic Strategies, LLC | 25,514 | $1.84M | 0.02% | +15,970+167.3% | Added |
| BNP Paribas Arbitrage, SA | 25,706 | $1.85M | 0.00% | −14,401−35.9% | Reduced |
| State of Alaska, Department of Revenue | 26,145 | $1.89M | 0.02% | −950−3.5% | Reduced |
| Howard Financial Services, Ltd. | 26,216 | $1.89M | 0.57% | −41−0.2% | Reduced |
| Texas Permanent School Fund | 26,614 | $1.92M | 0.02% | −848−3.1% | Reduced |
| Royal Bank of Canada | 26,924 | $1.94M | 0.00% | −6,164−18.6% | Reduced |
| Linscomb & Williams, Inc. | 27,355 | $1.97M | 0.09% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,908 | $2.01M | 0.02% | −240−0.9% | Reduced |
| Deutsche Bank AG | 28,200 | $2.04M | 0.00% | +1,096+4.0% | Added |
| Citigroup Inc | 29,158 | $2.10M | 0.00% | +8,090+38.4% | Added |
| SG Americas Securities, LLC | 29,975 | $2.16M | 0.01% | −29,782−49.8% | Reduced |
| North Reef Capital Management LP | 30,000 | $2.17M | 1.00% | +30,000 | New |
| Thrivent Financial for Lutherans | 30,050 | $2.17M | 0.00% | +42+0.1% | Added |
| Great West Life Assurance Co | 31,859 | $2.30M | 0.00% | +59+0.2% | Added |
| Endeavour Capital Advisors Inc | 33,387 | $2.41M | 0.34% | −105,315−75.9% | Reduced |
| Wells Fargo & Company | 33,780 | $2.44M | 0.00% | +80+0.2% | Added |
| Yousif Capital Management, LLC | 33,977 | $2.45M | 0.03% | +33,977 | New |
| Russell Investments Group, Ltd. | 34,578 | $2.49M | 0.00% | −2,814−7.5% | Reduced |
| Voloridge Investment Management, LLC | 35,304 | $2.55M | 0.01% | +14,399+68.9% | Added |
| Credit Suisse AG | 35,420 | $2.55M | 0.00% | +2,339+7.1% | Added |
| Comerica Bank | 33,306 | $2.56M | 0.02% | −1,588−4.6% | Reduced |
| Walthausen & Co., LLC | 38,770 | $2.80M | 0.73% | +2,230+6.1% | Added |
| UBS Asset Management Americas Inc | 39,001 | $2.81M | 0.00% | +1,485+4.0% | Added |
| Two Sigma Investments, LP | 39,211 | $2.83M | 0.01% | −6,913−15.0% | Reduced |
| Renaissance Technologies LLC | 41,676 | $3.01M | 0.00% | +41,676 | New |
| New York State Common Retirement Fund | 41,985 | $3.03M | 0.00% | −77−0.2% | Reduced |
| Aviva PLC | 46,561 | $3.36M | 0.01% | −4,516−8.8% | Reduced |
| California State Teachers Retirement System | 51,683 | $3.73M | 0.00% | +1,296+2.6% | Added |
| Richard Bernstein Advisors LLC | 52,780 | $3.81M | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 54,096 | $3.90M | 0.00% | +1,724+3.3% | Added |
| Kennedy Capital Management, Inc. | 69,084 | $4.98M | 0.11% | −4,772−6.5% | Reduced |
| Barclays PLC | 73,645 | $5.31M | 0.00% | +14,825+25.2% | Added |
| Prudential Financial Inc | 75,652 | $5.39M | 0.01% | −7,949−9.5% | Reduced |
| Public Sector Pension Investment Board | 75,210 | $5.43M | 0.03% | +180+0.2% | Added |
| Millennium Management LLC | 77,906 | $5.62M | 0.01% | −204,157−72.4% | Reduced |
| Swiss National Bank | 81,122 | $5.85M | 0.00% | 00.0% | Unchanged |
| Private Capital Management LLC | 91,721 | $6.62M | 2.28% | +22,876+33.2% | Added |
| Bridgeway Capital Management, LLC | 103,100 | $7.44M | 0.14% | −39,400−27.6% | Reduced |
| Parametric Portfolio Associates LLC | 103,834 | $7.49M | 0.00% | +10,228+10.9% | Added |
| Legal & General Group Plc | 104,970 | $7.57M | 0.00% | +2,798+2.7% | Added |
| Rhumbline Advisers | 106,665 | $7.70M | 0.01% | −342−0.3% | Reduced |
| Keeley-Teton Advisors, LLC | 107,468 | $7.75M | 0.82% | −7,126−6.2% | Reduced |
| Citadel Advisors LLC | 108,605 | $7.84M | 0.01% | +108,605 | New |
| Brandywine Global Investment Management, LLC | 112,354 | $8.11M | 0.06% | 00.0% | Unchanged |
| Phocas Financial Corp. | 118,347 | $8.54M | 1.09% | −2,798−2.3% | Reduced |
| JPMorgan Chase & Co | 120,688 | $8.71M | 0.00% | +762+0.6% | Added |
| Invesco Ltd. | 128,210 | $9.25M | 0.00% | +895+0.7% | Added |
| SEI Investments Co | 128,584 | $9.28M | 0.02% | +28,944+29.0% | Added |
| Goldman Sachs Group Inc | 142,902 | $10.3M | 0.00% | +42,402+42.2% | Added |
| Morgan Stanley | 145,988 | $10.5M | 0.00% | −12,807−8.1% | Reduced |
| State of Wisconsin Investment Board | 163,800 | $11.8M | 0.02% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 209,322 | $15.1M | 1.52% | +5,861+2.9% | Added |
| Fort Washington Investment Advisors Inc | 219,056 | $15.8M | 0.10% | +47,470+27.7% | Added |
| Stieven Capital Advisors, L.P. | 231,351 | $16.7M | 2.01% | −188,548−44.9% | Reduced |
| Chartwell Investment Partners, LLC | 239,093 | $17.3M | 0.50% | −4,784−2.0% | Reduced |
| Bank of America Corp | 241,213 | $17.4M | 0.00% | +13,344+5.9% | Added |
| Nuveen Asset Management, LLC | 256,104 | $18.0M | 0.01% | −53,682−17.3% | Reduced |
| HighTower Advisors, LLC | 275,635 | $19.9M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 275,984 | $19.9M | 0.01% | −1,330−0.5% | Reduced |
| Principal Financial Group Inc | 289,031 | $20.9M | 0.01% | −24,906−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 300,842 | $21.7M | 0.01% | +15,774+5.5% | Added |
| Norges Bank | 353,810 | $25.5M | 0.01% | −3,429−1.0% | Reduced |
| Bank of New York Mellon Corp | 436,865 | $31.5M | 0.01% | −36,015−7.6% | Reduced |
| Northern Trust Corp | 441,728 | $31.9M | 0.01% | −51,192−10.4% | Reduced |
| Ameriprise Financial Inc | 489,701 | $35.3M | 0.01% | +38,047+8.4% | Added |
| FMR LLC | 500,655 | $36.1M | 0.00% | +500,641+3,576,007.1% | Added |
| Royce & Associates LP | 511,344 | $36.9M | 0.28% | −29,988−5.5% | Reduced |
| Eaton Vance Management | 572,308 | $41.3M | 0.05% | +16,099+2.9% | Added |
| Alliancebernstein L.P. | 577,915 | $41.7M | 0.01% | −13,255−2.2% | Reduced |
| Geode Capital Management, LLC | 669,235 | $48.3M | 0.01% | −19,475−2.8% | Reduced |
| Macquarie Group Ltd | 909,808 | $65.6M | 0.05% | +2,503+0.3% | Added |
| Price T Rowe Associates Inc | 1,389,282 | $100.2M | 0.01% | +181,255+15.0% | Added |
| American Century Companies Inc | 1,451,913 | $104.8M | 0.07% | +57,409+4.1% | Added |
| State Street Corp | 1,685,043 | $121.6M | 0.01% | −74,251−4.2% | Reduced |
| Dimensional Fund Advisors LP | 2,378,531 | $171.6M | 0.05% | −1,952−0.1% | Reduced |
| Capital Research Global Investors | 2,466,146 | $177.9M | 0.04% | −21,600−0.9% | Reduced |
| Vanguard Group Inc | 4,082,385 | $294.5M | 0.01% | +26,076+0.6% | Added |
| BlackRock Inc. | 6,001,989 | $433.0M | 0.01% | +189,477+3.3% | Added |
| Algert Global LLC | 0 | $0 | 0.00% | −18,517−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,977−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,287−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,899−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Covenant Multifamily Offices, LLC | – | – | – | – | Not filed |