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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 11,658 | $830.0K | 0.00% | −1,788−13.3% | Reduced |
| State Board of Administration of Florida Retirement System | 10,806 | $769.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,592 | $754.0K | 0.06% | +6,344+149.3% | Added |
| Teachers Retirement System of the State of Kentucky | 10,400 | $740.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 9,869 | $728.0K | 0.00% | +146+1.5% | Added |
| Ensign Peak Advisors, Inc | 10,160 | $723.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,865 | $702.0K | 0.01% | −11−0.1% | Reduced |
| AdvisorNet Financial, Inc | 9,831 | $700.0K | 0.04% | +27+0.3% | Added |
| Voloridge Investment Management, LLC | 9,448 | $672.0K | 0.00% | −25,856−73.2% | Reduced |
| US Bancorp | 9,323 | $664.0K | 0.00% | −169−1.8% | Reduced |
| Handelsbanken Fonder AB | 9,200 | $655.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,460 | $602.0K | 0.00% | +484+6.1% | Added |
| ProShare Advisors LLC | 8,371 | $596.0K | 0.00% | −1,981−19.1% | Reduced |
| Legacy Advisors, LLC | 8,025 | $571.0K | 0.11% | 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 |
| Northwestern Mutual Wealth Management Co | 7,944 | $565.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 7,869 | $560.0K | 0.04% | +7,869 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $553.1K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,975 | $541.0K | 0.00% | +3,538+79.7% | Added |
| Teacher Retirement System of Texas | 7,509 | $534.0K | 0.00% | +503+7.2% | Added |
| Janus Henderson Group PLC | 7,444 | $529.0K | 0.00% | −2,576−25.7% | Reduced |
| Avalon Investment & Advisory | 6,772 | $482.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 6,200 | $441.0K | 0.00% | +6,200 | New |
| AlphaCrest Capital Management LLC | 5,834 | $415.0K | 0.02% | +5,834 | New |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 5,618 | $400.0K | 0.06% | −8,936−61.4% | Reduced |
| Callahan Advisors, LLC | 5,584 | $397.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 5,429 | $386.0K | 0.01% | +5,429 | 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 |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,256 | $374.0K | 0.00% | +779+17.4% | Added |
| Advisor Group Holdings, Inc. | 5,147 | $367.0K | 0.00% | −803−13.5% | Reduced |
| Profund Advisors LLC | 5,114 | $364.0K | 0.02% | +965+23.3% | Added |
| Everence Capital Management Inc | 4,980 | $354.0K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,950 | $352.0K | 0.18% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,840 | $344.0K | 0.04% | +24+0.5% | Added |
| Raymond James & Associates | 4,725 | $336.0K | 0.00% | +4,725 | New |
| Trail Ridge Investment Advisors, LLC | 4,604 | $328.0K | 0.20% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,598 | $327.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,533 | $323.0K | 0.01% | +443+10.8% | Added |
| United Capital Financial Advisers, LLC | 4,530 | $322.0K | 0.00% | +5+0.1% | Added |
| Cypress Point Wealth Management, LLC | 4,515 | $321.0K | 0.33% | 00.0% | Unchanged |
| Connacht Asset Management LP | 4,371 | $311.0K | 0.46% | −2,020−31.6% | Reduced |
| Relative Value Partners Group, LLC | 4,357 | $310.0K | 0.02% | +21+0.5% | Added |
| Stifel Financial Corp | 4,226 | $301.0K | 0.00% | −6,349−60.0% | Reduced |
| Holocene Advisors, LP | 4,133 | $294.0K | 0.00% | −6,366−60.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $280.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,519 | $250.4K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,270 | $232.0K | 0.01% | +90+2.8% | Added |
| River Oaks Capital LLC | 3,200 | $228.0K | 0.22% | −860−21.2% | Reduced |
| Prudent Man Advisors, LLC | 3,190 | $227.0K | 0.09% | +184+6.1% | Added |
| Panagora Asset Management Inc | 3,104 | $221.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 3,025 | $215.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,952 | $210.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $184.0K | 0.03% | −200−7.2% | Reduced |
| American National Bank | 2,500 | $178.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,319 | $165.0K | 0.01% | −7,388−76.1% | Reduced |
| SG Americas Securities, LLC | 2,310 | $164.0K | 0.00% | −27,665−92.3% | Reduced |
| Corsicana & Co. | 2,000 | $142.0K | 0.09% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,876 | $133.0K | 0.01% | +283+17.8% | Added |
| The PNC Financial Services Group, Inc. | 1,587 | $112.0K | 0.00% | +27+1.7% | Added |
| Nisa Investment Advisors, LLC | 1,270 | $90.0K | 0.00% | −180−12.4% | Reduced |
| PEAK6 Investments LLC | 1,194 | $85.0K | 0.00% | +1,194 | New |
| STRS Ohio | 900 | $64.0K | 0.00% | +900 | New |
| Public Employees Retirement System of Ohio | 773 | $55.0K | 0.00% | +73+10.4% | Added |
| Harbor Investment Advisory, LLC | 704 | $50.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 597 | $42.5K | 0.01% | +181+43.5% | Added |
| Brown Brothers Harriman & Co | 541 | $38.0K | 0.00% | +541 | New |
| Aquatic Capital Management LLC | 500 | $36.0K | 0.05% | +500 | New |
| Tower Research Capital LLC (TRC) | 381 | $27.0K | 0.00% | −534−58.4% | Reduced |
| Versant Capital Management, Inc | 317 | $23.0K | 0.01% | −56−15.0% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $14.2K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 198 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 162 | $12.0K | 0.00% | −28−14.7% | Reduced |
| CWM, LLC | 149 | $11.0K | 0.00% | −237−61.4% | Reduced |
| FinTrust Capital Advisors, LLC | 136 | $9.00K | 0.00% | −84−38.2% | Reduced |
| Fifth Third Bancorp | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $8.00K | 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 |
| Howe & Rusling Inc | 58 | $4.00K | 0.00% | −11−15.9% | Reduced |
| Concord Wealth Partners | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| 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 |