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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 10,806 | $780.0K | 0.00% | −148−1.4% | Reduced |
| Stifel Financial Corp | 10,575 | $763.0K | 0.00% | −811−7.1% | Reduced |
| Holocene Advisors, LP | 10,499 | $758.0K | 0.00% | +10,499 | New |
| Teachers Retirement System of the State of Kentucky | 10,400 | $750.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,352 | $746.0K | 0.00% | +4,292+70.8% | Added |
| Ensign Peak Advisors, Inc | 10,160 | $733.0K | 0.00% | −11,440−53.0% | Reduced |
| Janus Henderson Group PLC | 10,020 | $723.0K | 0.00% | +3,768+60.3% | Added |
| Arizona State Retirement System | 9,876 | $713.0K | 0.01% | −125−1.2% | Reduced |
| AdvisorNet Financial, Inc | 9,804 | $707.0K | 0.04% | +9,804 | New |
| Bank of Montreal | 9,723 | $705.0K | 0.00% | −1,755−15.3% | Reduced |
| Metropolitan Life Insurance Co | 9,707 | $700.4K | 0.01% | −200−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 9,652 | $696.0K | 0.00% | −9,279−49.0% | Reduced |
| US Bancorp | 9,492 | $684.0K | 0.00% | −204−2.1% | Reduced |
| Handelsbanken Fonder AB | 9,200 | $664.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 8,912 | $643.0K | 0.00% | +8,912 | New |
| HSBC Holdings PLC | 8,353 | $603.0K | 0.00% | +1,861+28.7% | Added |
| Hodges Capital Management Inc. | 8,250 | $596.0K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,025 | $579.0K | 0.21% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,976 | $575.0K | 0.00% | −4,996−38.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,944 | $573.0K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $560.7K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,006 | $505.0K | 0.00% | +1,102+18.7% | Added |
| Avalon Investment & Advisory | 6,772 | $489.0K | 0.01% | 00.0% | Unchanged |
| Connacht Asset Management LP | 6,391 | $461.0K | 0.53% | +6,391 | New |
| Advisor Group Holdings, Inc. | 5,950 | $429.0K | 0.00% | +21+0.4% | Added |
| Alps Advisors Inc | 5,637 | $407.0K | 0.00% | +74+1.3% | Added |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,584 | $403.0K | 0.05% | −1,634−22.6% | Reduced |
| Goodman Financial Corp | 5,416 | $391.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,382 | $388.0K | 0.04% | +26+0.5% | Added |
| Mutual of America Capital Management LLC | 5,045 | $364.0K | 0.00% | +95+1.9% | Added |
| Everence Capital Management Inc | 4,980 | $359.0K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,950 | $357.0K | 0.17% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,816 | $347.0K | 0.04% | +25+0.5% | Added |
| 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 |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,477 | $323.0K | 0.00% | +796+21.6% | Added |
| Victory Capital Management Inc | 4,437 | $320.0K | 0.00% | −5,379−54.8% | Reduced |
| Relative Value Partners Group, LLC | 4,336 | $313.0K | 0.02% | +21+0.5% | Added |
| PDT Partners, LLC | 4,248 | $306.0K | 0.02% | +4,248 | New |
| Profund Advisors LLC | 4,149 | $299.0K | 0.01% | +156+3.9% | Added |
| Evergreen Capital Management LLC | 4,090 | $295.0K | 0.01% | −143−3.4% | Reduced |
| River Oaks Capital LLC | 4,060 | $293.0K | 0.27% | +4,060 | New |
| Cullen/Frost Bankers, Inc. | 3,934 | $284.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 3,608 | $260.0K | 0.00% | −14,035−79.5% | Reduced |
| Henshaw Capital LLC | 3,519 | $253.9K | 0.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,300 | $238.0K | 0.04% | +3,300 | New |
| Crossmark Global Holdings, Inc. | 3,180 | $229.0K | 0.00% | −380−10.7% | Reduced |
| Panagora Asset Management Inc | 3,104 | $224.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 3,025 | $218.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,006 | $217.0K | 0.08% | +3,006 | New |
| Ameritas Investment Partners, Inc. | 2,952 | $213.0K | 0.01% | 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 |
| Institutional & Family Asset Management, LLC | 2,779 | $201.0K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,769 | $200.0K | 0.01% | +2,769 | New |
| American National Bank | 2,500 | $180.0K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $144.0K | 0.09% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,593 | $115.0K | 0.01% | +1,307+457.0% | Added |
| The PNC Financial Services Group, Inc. | 1,560 | $112.0K | 0.00% | +180+13.0% | Added |
| Nisa Investment Advisors, LLC | 1,450 | $110.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 915 | $66.0K | 0.00% | −1,551−62.9% | Reduced |
| Simplex Trading, LLC | 751 | $54.0K | 0.00% | −1,216−61.8% | Reduced |
| 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 |
| Sutton Wealth Advisors Inc. | 416 | $30.0K | 0.01% | +157+60.6% | Added |
| CWM, LLC | 386 | $28.0K | 0.00% | +386 | New |
| Versant Capital Management, Inc | 373 | $27.0K | 0.01% | −5−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 220 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 120 | $9.00K | 0.00% | +25+26.3% | Added |
| Rockefeller Capital Management L.P. | 133 | $9.00K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 109 | $8.00K | 0.00% | +3+2.8% | Added |
| 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 |
| Howe & Rusling Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $4.00K | 0.00% | +28+103.7% | Added |
| Proequities, Inc. | 22 | $2.00K | 0.00% | −4−15.4% | Reduced |
| Gemmer Asset Management LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| 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 |