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, Q1 2022
Institutional positions in Independent Bank Group, Inc. as of Mar 31, 2022. 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
- 196
- +10 vs. Q4 2021
- Shares held
- 32.7M
- +1.25M (+4.0%) vs. Q4 2021
- Total value
- $2.33B
- +$59.1M (+2.6%) vs. Q4 2021
- New holders
- 26
- 59 more added
- Sold out
- 16
- 71 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Gemmer Asset Management LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Cordant, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Rockefeller Capital Management L.P. | 33 | $2.00K | 0.00% | −100−75.2% | Reduced |
| Proequities, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $2.00K | 0.00% | +18+163.6% | Added |
| Global Retirement Partners, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Howe & Rusling Inc | 58 | $4.00K | 0.00% | −11−15.9% | Reduced |
| Concord Wealth Partners | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 136 | $9.00K | 0.00% | −84−38.2% | Reduced |
| Fifth Third Bancorp | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 149 | $11.0K | 0.00% | −237−61.4% | Reduced |
| Private Capital Group, LLC | 162 | $12.0K | 0.00% | −28−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 198 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $14.2K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 317 | $23.0K | 0.01% | −56−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 381 | $27.0K | 0.00% | −534−58.4% | Reduced |
| Aquatic Capital Management LLC | 500 | $36.0K | 0.05% | +500 | New |
| Brown Brothers Harriman & Co | 541 | $38.0K | 0.00% | +541 | New |
| Sutton Wealth Advisors Inc. | 597 | $42.5K | 0.01% | +181+43.5% | Added |
| Harbor Investment Advisory, LLC | 704 | $50.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 773 | $55.0K | 0.00% | +73+10.4% | Added |
| STRS Ohio | 900 | $64.0K | 0.00% | +900 | New |
| PEAK6 Investments LLC | 1,194 | $85.0K | 0.00% | +1,194 | New |
| Nisa Investment Advisors, LLC | 1,270 | $90.0K | 0.00% | −180−12.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,587 | $112.0K | 0.00% | +27+1.7% | Added |
| Point72 Hong Kong Ltd | 1,876 | $133.0K | 0.01% | +283+17.8% | Added |
| Corsicana & Co. | 2,000 | $142.0K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,310 | $164.0K | 0.00% | −27,665−92.3% | Reduced |
| Metropolitan Life Insurance Co | 2,319 | $165.0K | 0.01% | −7,388−76.1% | Reduced |
| American National Bank | 2,500 | $178.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $184.0K | 0.03% | −200−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,952 | $210.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 3,025 | $215.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,104 | $221.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,190 | $227.0K | 0.09% | +184+6.1% | Added |
| River Oaks Capital LLC | 3,200 | $228.0K | 0.22% | −860−21.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,270 | $232.0K | 0.01% | +90+2.8% | Added |
| Henshaw Capital LLC | 3,519 | $250.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,934 | $280.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,133 | $294.0K | 0.00% | −6,366−60.6% | Reduced |
| Stifel Financial Corp | 4,226 | $301.0K | 0.00% | −6,349−60.0% | Reduced |
| Relative Value Partners Group, LLC | 4,357 | $310.0K | 0.02% | +21+0.5% | Added |
| Connacht Asset Management LP | 4,371 | $311.0K | 0.46% | −2,020−31.6% | Reduced |
| Cypress Point Wealth Management, LLC | 4,515 | $321.0K | 0.33% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,530 | $322.0K | 0.00% | +5+0.1% | Added |
| Evergreen Capital Management LLC | 4,533 | $323.0K | 0.01% | +443+10.8% | Added |
| CIBC Asset Management Inc | 4,598 | $327.0K | 0.00% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,604 | $328.0K | 0.20% | 00.0% | Unchanged |
| Raymond James & Associates | 4,725 | $336.0K | 0.00% | +4,725 | New |
| Segment Wealth Management, LLC | 4,840 | $344.0K | 0.04% | +24+0.5% | Added |
| Weil Company, Inc. | 4,950 | $352.0K | 0.18% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,980 | $354.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,114 | $364.0K | 0.02% | +965+23.3% | Added |
| Advisor Group Holdings, Inc. | 5,147 | $367.0K | 0.00% | −803−13.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,256 | $374.0K | 0.00% | +779+17.4% | Added |
| Mutual of America Capital Management LLC | 5,299 | $377.0K | 0.00% | +254+5.0% | Added |
| Jane Street Group, LLC | 5,295 | $377.0K | 0.00% | +5,295 | New |
| Goodman Financial Corp | 5,416 | $385.0K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,408 | $385.0K | 0.04% | +26+0.5% | Added |
| IndexIQ Advisors LLC | 5,429 | $386.0K | 0.01% | +5,429 | New |
| Callahan Advisors, LLC | 5,584 | $397.0K | 0.05% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 5,618 | $400.0K | 0.06% | −8,936−61.4% | Reduced |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,834 | $415.0K | 0.02% | +5,834 | New |
| Two Sigma Advisers, LP | 6,200 | $441.0K | 0.00% | +6,200 | New |
| Avalon Investment & Advisory | 6,772 | $482.0K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,444 | $529.0K | 0.00% | −2,576−25.7% | Reduced |
| Teacher Retirement System of Texas | 7,509 | $534.0K | 0.00% | +503+7.2% | Added |
| Victory Capital Management Inc | 7,975 | $541.0K | 0.00% | +3,538+79.7% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $553.1K | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 7,869 | $560.0K | 0.04% | +7,869 | New |
| Northwestern Mutual Wealth Management Co | 7,944 | $565.0K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 7,993 | $569.0K | 0.12% | −15,442−65.9% | Reduced |
| Advisory Research Inc | 7,992 | $569.0K | 0.05% | +7,992 | New |
| Legacy Advisors, LLC | 8,025 | $571.0K | 0.11% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,371 | $596.0K | 0.00% | −1,981−19.1% | Reduced |
| Guggenheim Capital LLC | 8,460 | $602.0K | 0.00% | +484+6.1% | Added |
| Handelsbanken Fonder AB | 9,200 | $655.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 9,323 | $664.0K | 0.00% | −169−1.8% | Reduced |
| Voloridge Investment Management, LLC | 9,448 | $672.0K | 0.00% | −25,856−73.2% | Reduced |
| AdvisorNet Financial, Inc | 9,831 | $700.0K | 0.04% | +27+0.3% | Added |
| Arizona State Retirement System | 9,865 | $702.0K | 0.01% | −11−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 10,160 | $723.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,869 | $728.0K | 0.00% | +146+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 10,400 | $740.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,592 | $754.0K | 0.06% | +6,344+149.3% | Added |
| State Board of Administration of Florida Retirement System | 10,806 | $769.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,658 | $830.0K | 0.00% | −1,788−13.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,940 | $850.0K | 0.10% | +11,940 | New |
| Allspring Global Investments Holdings, LLC | 12,371 | $880.0K | 0.00% | −46−0.4% | Reduced |
| HSBC Holdings PLC | 12,520 | $894.0K | 0.00% | +4,167+49.9% | Added |
| Envestnet Asset Management Inc | 13,109 | $933.0K | 0.00% | −276−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,913 | $990.0K | 0.01% | −400−2.8% | Reduced |