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, Q2 2022
Institutional positions in Independent Bank Group, Inc. as of Jun 30, 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
- 189
- −1 vs. Q1 2022
- Shares held
- 31.6M
- −998.5K (−3.1%) vs. Q1 2022
- Total value
- $2.14B
- −$174.4M (−7.5%) vs. Q1 2022
- New holders
- 15
- 54 more added
- Sold out
- 16
- 87 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $1.00K | 0.00% | −3−13.6% | Reduced |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Schubert & Co | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| Manchester Capital Management LLC | 18 | $1.00K | 0.00% | +18 | New |
| Steward Financial Group LLC | 21 | $1.00K | 0.00% | +21 | New |
| Halpern Financial, Inc. | 22 | $1.49K | 0.00% | +22 | New |
| Global Retirement Partners, LLC | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| JFS Wealth Advisors, LLC | 45 | $3.00K | 0.00% | +16+55.2% | Added |
| Point72 Hong Kong Ltd | 63 | $4.00K | 0.00% | −1,813−96.6% | Reduced |
| Howe & Rusling Inc | 52 | $4.00K | 0.00% | −6−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 90 | $5.00K | 0.00% | +57+172.7% | Added |
| Contravisory Investment Management, Inc. | 67 | $5.00K | 0.00% | +67 | New |
| CWM, LLC | 95 | $6.00K | 0.00% | −54−36.2% | Reduced |
| Fifth Third Bancorp | 112 | $8.00K | 0.00% | −8−6.7% | Reduced |
| Parkside Financial Bank & Trust | 114 | $8.00K | 0.00% | +5+4.6% | Added |
| TCI Wealth Advisors, Inc. | 125 | $8.00K | 0.00% | +28+28.9% | Added |
| FinTrust Capital Advisors, LLC | 130 | $9.00K | 0.00% | −6−4.4% | Reduced |
| Private Capital Group, LLC | 162 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 236 | $16.0K | 0.00% | +181+329.1% | Added |
| EverSource Wealth Advisors, LLC | 292 | $20.0K | 0.01% | +94+47.5% | Added |
| Versant Capital Management, Inc | 317 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 401 | $27.2K | 0.01% | −196−32.8% | Reduced |
| Brown Brothers Harriman & Co | 541 | $37.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 700 | $47.0K | 0.00% | −200−22.2% | Reduced |
| Harbor Investment Advisory, LLC | 704 | $48.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 807 | $55.0K | 0.00% | +34+4.4% | Added |
| Nisa Investment Advisors, LLC | 850 | $58.0K | 0.00% | −420−33.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,260 | $85.0K | 0.00% | −11,111−89.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,527 | $103.0K | 0.00% | −60−3.8% | Reduced |
| Corsicana & Co. | 2,000 | $136.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,180 | $148.0K | 0.00% | +1,799+472.2% | Added |
| Metropolitan Life Insurance Co | 2,319 | $157.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $175.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,757 | $187.0K | 0.01% | −195−6.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,980 | $202.0K | 0.01% | −290−8.9% | Reduced |
| Prudent Man Advisors, LLC | 3,021 | $205.0K | 0.10% | −169−5.3% | Reduced |
| Veritable, L.P. | 3,040 | $206.0K | 0.00% | +15+0.5% | Added |
| KBC Group NV | 3,078 | $209.0K | 0.00% | +3,078 | New |
| Evergreen Capital Management LLC | 3,096 | $210.0K | 0.01% | −1,437−31.7% | Reduced |
| Meridian Wealth Management, LLC | 3,100 | $211.0K | 0.02% | +3,100 | New |
| SG Americas Securities, LLC | 3,272 | $222.0K | 0.00% | +962+41.6% | Added |
| Marshall Wace, LLP | 3,380 | $230.0K | 0.00% | +3,380 | New |
| United Capital Financial Advisers, LLC | 3,448 | $234.0K | 0.00% | −1,082−23.9% | Reduced |
| Bank of Montreal | 3,467 | $235.0K | 0.00% | −6,402−64.9% | Reduced |
| Henshaw Capital LLC | 3,519 | $239.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,590 | $244.0K | 0.02% | −1,524−29.8% | Reduced |
| Mirabella Financial Services LLP | 3,680 | $250.0K | 0.02% | +3,680 | New |
| Cullen/Frost Bankers, Inc. | 3,934 | $267.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,219 | $287.0K | 0.00% | −7−0.2% | Reduced |
| Renaissance Technologies LLC | 4,443 | $302.0K | 0.00% | −27,900−86.3% | Reduced |
| CIBC Asset Management Inc | 4,475 | $304.0K | 0.00% | −123−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,501 | $306.0K | 0.00% | −755−14.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,604 | $313.0K | 0.21% | 00.0% | Unchanged |
| Raymond James & Associates | 4,852 | $329.0K | 0.00% | +127+2.7% | Added |
| Segment Wealth Management, LLC | 4,867 | $330.0K | 0.04% | +27+0.6% | Added |
| Weil Company, Inc. | 4,950 | $336.0K | 0.19% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,864 | $342.4K | 0.01% | +6,670+558.6% | Added |
| Advisor Group Holdings, Inc. | 5,166 | $350.0K | 0.00% | +19+0.4% | Added |
| ProShare Advisors LLC | 5,171 | $352.0K | 0.00% | −3,200−38.2% | Reduced |
| Advantage Alpha Capital Partners LP | 5,187 | $352.0K | 0.06% | −431−7.7% | Reduced |
| Engineers Gate Manager LP | 5,310 | $361.0K | 0.01% | +5,310 | New |
| Callahan Advisors, LLC | 5,335 | $362.0K | 0.05% | −249−4.5% | Reduced |
| Goodman Financial Corp | 5,416 | $368.0K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,438 | $369.0K | 0.04% | +30+0.6% | Added |
| Teacher Retirement System of Texas | 5,611 | $381.0K | 0.00% | −1,898−25.3% | Reduced |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,105 | $415.0K | 0.01% | +806+15.2% | Added |
| Jefferies Group LLC | 6,235 | $423.4K | 0.01% | +6,235 | New |
| Wells Fargo & Company | 6,273 | $426.0K | 0.00% | −15,018−70.5% | Reduced |
| Everence Capital Management Inc | 6,540 | $444.0K | 0.04% | +1,560+31.3% | Added |
| New York Life Investment Management LLC | 6,553 | $445.0K | 0.01% | +6,553 | New |
| Avalon Investment & Advisory | 6,772 | $460.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 6,793 | $462.0K | 0.00% | −12,819−65.4% | Reduced |
| HRT Financial LP | 7,267 | $493.0K | 0.01% | +7,267 | New |
| Janus Henderson Group PLC | 7,467 | $507.0K | 0.00% | +23+0.3% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $527.8K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 7,869 | $534.0K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $536.0K | 0.00% | −1,300−14.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,944 | $539.0K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,025 | $545.0K | 0.11% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,037 | $547.0K | 0.14% | +44+0.6% | Added |
| Victory Capital Management Inc | 8,093 | $550.0K | 0.00% | +118+1.5% | Added |
| Advisory Research Inc | 8,287 | $563.0K | 0.05% | +295+3.7% | Added |
| Guggenheim Capital LLC | 8,668 | $589.0K | 0.00% | +208+2.5% | Added |
| US Bancorp | 9,308 | $632.0K | 0.00% | −15−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 10,160 | $690.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,422 | $708.0K | 0.01% | +557+5.6% | Added |
| State Board of Administration of Florida Retirement System | 10,806 | $734.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,997 | $747.0K | 0.00% | −661−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,024 | $749.0K | 0.00% | +11,024 | New |
| PDT Partners, LLC | 11,142 | $757.0K | 0.07% | +550+5.2% | Added |
| AdvisorNet Financial, Inc | 11,374 | $772.0K | 0.08% | +1,543+15.7% | Added |
| Tudor Investment Corp Et Al | 11,431 | $776.0K | 0.02% | +11,431 | New |
| HSBC Holdings PLC | 11,574 | $786.0K | 0.00% | −946−7.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,013 | $816.0K | 0.01% | −1,900−13.7% | Reduced |
| Envestnet Asset Management Inc | 12,829 | $871.0K | 0.00% | −280−2.1% | Reduced |
| State of Tennessee, Treasury Department | 13,938 | $947.0K | 0.00% | −11,035−44.2% | Reduced |