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.

Q1 2022 vs. Q4 2021

How the institutions holding Independent Bank Group, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of IBTX: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	187	1	196	+10
Shares	31.5M	14	32.7M	+1.25M (+4.0%)
Value	$2.27B	$1.00K	$2.33B	+$59.1M (+2.6%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Independent Bank Group, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to IBTX in Q1 2022
Institution	Shares	Value	% of portfolio
Truist Financial Corp	137,801	$9.81M	0.02%
WCM Investment Management, LLC	28,190	$2.01M	0.01%
B. Metzler seel. Sohn & Co. AG	28,190	$2.01M	0.03%
Denali Advisors LLC	27,000	$1.92M	0.74%
Atria Wealth Solutions, Inc.	26,439	$1.88M	0.03%
Squarepoint Ops LLC	21,472	$1.53M	0.01%
Amalgamated Financial Corp.	16,680	$1.19M	0.01%
Susquehanna Fundamental Investments, LLC	15,946	$1.14M	0.02%
Dynamic Technology Lab Private Ltd	11,940	$850.0K	0.10%
Advisory Research Inc	7,992	$569.0K	0.05%
Algert Global LLC	7,869	$560.0K	0.04%
Two Sigma Advisers, LP	6,200	$441.0K	0.00%
AlphaCrest Capital Management LLC	5,834	$415.0K	0.02%
IndexIQ Advisors LLC	5,429	$386.0K	0.01%
Jane Street Group, LLC	5,295	$377.0K	0.00%
Raymond James & Associates	4,725	$336.0K	0.00%
PEAK6 Investments LLC	1,194	$85.0K	0.00%
STRS Ohio	900	$64.0K	0.00%
Brown Brothers Harriman & Co	541	$38.0K	0.00%
Aquatic Capital Management LLC	500	$36.0K	0.05%
Nomura Asset Management Co Ltd	200	$14.2K	0.00%
Global Retirement Partners, LLC	30	$2.00K	0.00%
Disciplined Investments, LLC	9	$1.00K	0.00%
Cordant, Inc.	19	$1.00K	0.00%
SJS Investment Consulting Inc.	2	$0	0.00%
IFP Advisors, Inc	10	–	–

Sold out (16)

Institutions that held Independent Bank Group, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of IBTX in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Stieven Capital Advisors, L.P.	231,351	$16.7M
Fort Washington Investment Advisors Inc	219,056	$15.8M
Richard Bernstein Advisors LLC	52,780	$3.81M
Endeavour Capital Advisors Inc	33,387	$2.41M
Ergoteles LLC	22,700	$1.64M
Commonwealth Equity Services, LLC	13,279	$958.0K
Toronto Dominion Bank	11,400	$823.0K
Hodges Capital Management Inc.	8,250	$596.0K
Alps Advisors Inc	5,637	$407.0K
HRT Financial LP	3,608	$260.0K
Livingston Group Asset Management CO (operating as Southport Capital Management)	3,300	$238.0K
Penn Davis McFarland Inc	2,800	$202.0K
Pictet Asset Management SA	2,800	$202.0K
Modera Wealth Management, LLC	2,769	$200.0K
Simplex Trading, LLC	751	$54.0K
Quantbot Technologies LP	202	$14.0K

Not filed for Q1 2022 yet (1)

Institutions that held Independent Bank Group, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTX in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
NEXT Financial Group, Inc	14	$1.00K