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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 14,667 | $1.04M | 0.33% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,675 | $1.04M | 0.00% | +160+1.1% | Added |
| Maryland State Retirement & Pension System | 14,745 | $1.05M | 0.03% | +24+0.2% | Added |
| BNP Paribas Arbitrage, SA | 15,273 | $1.09M | 0.00% | −10,433−40.6% | Reduced |
| New York State Teachers Retirement System | 15,534 | $1.10M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 15,946 | $1.14M | 0.02% | +15,946 | New |
| King Luther Capital Management Corp | 16,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 16,680 | $1.19M | 0.01% | −822−4.7% | Reduced |
| Amalgamated Financial Corp. | 16,680 | $1.19M | 0.01% | +16,680 | New |
| D. E. Shaw & Co., Inc. | 17,395 | $1.24M | 0.00% | +7,743+80.2% | Added |
| Captrust Financial Advisors | 17,409 | $1.24M | 0.01% | +1,296+8.0% | Added |
| Louisiana State Employees Retirement System | 17,900 | $1.29M | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 19,612 | $1.40M | 0.00% | −4,987−20.3% | Reduced |
| MetLife Investment Management | 19,897 | $1.42M | 0.01% | +6,859+52.6% | Added |
| Wells Fargo & Company | 21,291 | $1.51M | 0.00% | −12,489−37.0% | Reduced |
| American International Group, Inc. | 21,310 | $1.52M | 0.01% | −1,524−6.7% | Reduced |
| Squarepoint Ops LLC | 21,472 | $1.53M | 0.01% | +21,472 | New |
| Royal Bank of Canada | 22,123 | $1.57M | 0.00% | −4,801−17.8% | Reduced |
| Rafferty Asset Management, LLC | 22,404 | $1.59M | 0.01% | +8,117+56.8% | Added |
| Cubist Systematic Strategies, LLC | 23,358 | $1.66M | 0.01% | −2,156−8.5% | Reduced |
| State of Tennessee, Treasury Department | 24,973 | $1.78M | 0.01% | +2,112+9.2% | Added |
| State of Alaska, Department of Revenue | 25,645 | $1.82M | 0.02% | −500−1.9% | Reduced |
| Deutsche Bank AG | 25,985 | $1.85M | 0.00% | −2,215−7.9% | Reduced |
| Texas Permanent School Fund | 26,068 | $1.85M | 0.03% | −546−2.1% | Reduced |
| Howard Financial Services, Ltd. | 26,341 | $1.87M | 0.56% | +125+0.5% | Added |
| Russell Investments Group, Ltd. | 26,427 | $1.88M | 0.00% | −8,151−23.6% | Reduced |
| Atria Wealth Solutions, Inc. | 26,439 | $1.88M | 0.03% | +26,439 | New |
| Denali Advisors LLC | 27,000 | $1.92M | 0.74% | +27,000 | New |
| Linscomb & Williams, Inc. | 27,160 | $1.93M | 0.09% | −195−0.7% | Reduced |
| WCM Investment Management, LLC | 28,190 | $2.01M | 0.01% | +28,190 | New |
| B. Metzler seel. Sohn & Co. AG | 28,190 | $2.01M | 0.03% | +28,190 | New |
| Thrivent Financial for Lutherans | 29,934 | $2.13M | 0.00% | −116−0.4% | Reduced |
| Two Sigma Investments, LP | 31,135 | $2.22M | 0.01% | −8,076−20.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,699 | $2.26M | 0.02% | +3,791+13.6% | Added |
| Renaissance Technologies LLC | 32,343 | $2.30M | 0.00% | −9,333−22.4% | Reduced |
| Great West Life Assurance Co | 31,916 | $2.33M | 0.00% | +57+0.2% | Added |
| Citigroup Inc | 32,838 | $2.34M | 0.00% | +3,680+12.6% | Added |
| Comerica Bank | 33,162 | $2.40M | 0.02% | −144−0.4% | Reduced |
| Yousif Capital Management, LLC | 33,822 | $2.41M | 0.03% | −155−0.5% | Reduced |
| First Eagle Investment Management, LLC | 34,624 | $2.46M | 0.01% | +25,712+288.5% | Added |
| Millennium Management LLC | 34,891 | $2.48M | 0.00% | −43,015−55.2% | Reduced |
| Credit Suisse AG | 37,154 | $2.64M | 0.00% | +1,734+4.9% | Added |
| Walthausen & Co., LLC | 37,960 | $2.70M | 0.76% | −810−2.1% | Reduced |
| UBS Asset Management Americas Inc | 39,732 | $2.83M | 0.00% | +731+1.9% | Added |
| Aviva PLC | 46,561 | $3.31M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 47,132 | $3.35M | 0.00% | −4,551−8.8% | Reduced |
| New York State Common Retirement Fund | 53,675 | $3.82M | 0.00% | +11,690+27.8% | Added |
| Citadel Advisors LLC | 56,226 | $4.00M | 0.00% | −52,379−48.2% | Reduced |
| First Trust Advisors LP | 58,668 | $4.17M | 0.00% | +4,572+8.5% | Added |
| Prudential Financial Inc | 65,043 | $4.63M | 0.01% | −10,609−14.0% | Reduced |
| Barclays PLC | 67,693 | $4.82M | 0.00% | −5,952−8.1% | Reduced |
| Public Sector Pension Investment Board | 68,630 | $4.88M | 0.03% | −6,580−8.7% | Reduced |
| Kennedy Capital Management, Inc. | 70,679 | $5.03M | 0.12% | +1,595+2.3% | Added |
| Private Capital Management LLC | 84,779 | $6.03M | 1.91% | −6,942−7.6% | Reduced |
| North Reef Capital Management LP | 85,000 | $6.05M | 2.47% | +55,000+183.3% | Added |
| Swiss National Bank | 86,222 | $6.14M | 0.00% | +5,100+6.3% | Added |
| Bridgeway Capital Management, LLC | 93,100 | $6.63M | 0.13% | −10,000−9.7% | Reduced |
| SEI Investments Co | 97,358 | $6.93M | 0.01% | −31,226−24.3% | Reduced |
| Keeley-Teton Advisors, LLC | 103,692 | $7.38M | 0.77% | −3,776−3.5% | Reduced |
| Legal & General Group Plc | 106,454 | $7.58M | 0.00% | +1,484+1.4% | Added |
| Parametric Portfolio Associates LLC | 110,401 | $7.86M | 0.00% | +6,567+6.3% | Added |
| Rhumbline Advisers | 114,305 | $8.13M | 0.01% | +7,640+7.2% | Added |
| Summit Creek Advisors LLC | 115,885 | $8.25M | 0.93% | −93,437−44.6% | Reduced |
| Phocas Financial Corp. | 116,392 | $8.28M | 1.04% | −1,955−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 117,022 | $8.33M | 0.06% | +4,668+4.2% | Added |
| JPMorgan Chase & Co | 121,723 | $8.66M | 0.00% | +1,035+0.9% | Added |
| Truist Financial Corp | 137,801 | $9.81M | 0.02% | +137,801 | New |
| Goldman Sachs Group Inc | 140,289 | $9.98M | 0.00% | −2,613−1.8% | Reduced |
| Invesco Ltd. | 156,691 | $11.2M | 0.00% | +28,481+22.2% | Added |
| State of Wisconsin Investment Board | 163,800 | $11.7M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 166,406 | $11.8M | 0.00% | +20,418+14.0% | Added |
| Chartwell Investment Partners, LLC | 191,066 | $13.6M | 0.45% | −48,027−20.1% | Reduced |
| Bank of America Corp | 218,472 | $15.5M | 0.00% | −22,741−9.4% | Reduced |
| Nuveen Asset Management, LLC | 216,478 | $16.2M | 0.01% | −39,626−15.5% | Reduced |
| Manufacturers Life Insurance Company, The | 267,371 | $19.0M | 0.01% | −8,613−3.1% | Reduced |
| Principal Financial Group Inc | 273,300 | $19.4M | 0.01% | −15,731−5.4% | Reduced |
| HighTower Advisors, LLC | 275,718 | $19.6M | 0.04% | +830.0% | Added |
| Charles Schwab Investment Management Inc | 311,743 | $22.2M | 0.01% | +10,901+3.6% | Added |
| Norges Bank | 353,810 | $25.2M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 420,589 | $29.9M | 0.01% | −21,139−4.8% | Reduced |
| Bank of New York Mellon Corp | 429,181 | $30.5M | 0.01% | −7,684−1.8% | Reduced |
| Eaton Vance Management | 456,650 | $32.5M | 0.04% | −115,658−20.2% | Reduced |
| Royce & Associates LP | 475,607 | $33.8M | 0.29% | −35,737−7.0% | Reduced |
| Ameriprise Financial Inc | 496,228 | $35.3M | 0.01% | +6,527+1.3% | Added |
| Alliancebernstein L.P. | 562,405 | $40.0M | 0.02% | −15,510−2.7% | Reduced |
| Geode Capital Management, LLC | 676,311 | $48.1M | 0.01% | +7,076+1.1% | Added |
| Macquarie Group Ltd | 907,110 | $64.5M | 0.06% | −2,698−0.3% | Reduced |
| American Century Companies Inc | 974,371 | $69.3M | 0.05% | −477,542−32.9% | Reduced |
| Price T Rowe Associates Inc | 1,391,450 | $99.0M | 0.01% | +2,168+0.2% | Added |
| State Street Corp | 1,987,217 | $141.4M | 0.01% | +302,174+17.9% | Added |
| FMR LLC | 2,144,714 | $152.6M | 0.01% | +1,644,059+328.4% | Added |
| Dimensional Fund Advisors LP | 2,384,728 | $169.7M | 0.05% | +6,197+0.3% | Added |
| Capital Research Global Investors | 3,042,982 | $216.5M | 0.05% | +576,836+23.4% | Added |
| Vanguard Group Inc | 4,139,668 | $294.6M | 0.01% | +57,283+1.4% | Added |
| BlackRock Inc. | 5,925,435 | $421.7M | 0.01% | −76,554−1.3% | Reduced |
| IFP Advisors, Inc | 10 | – | – | +10 | New |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −231,351−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −219,056−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −52,780−100.0% | Sold out |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −33,387−100.0% | Sold out |