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 |
|---|---|---|---|---|---|
| US Bancorp | 9,308 | $632.0K | 0.00% | −15−0.2% | Reduced |
| Guggenheim Capital LLC | 8,668 | $589.0K | 0.00% | +208+2.5% | Added |
| Advisory Research Inc | 8,287 | $563.0K | 0.05% | +295+3.7% | Added |
| Victory Capital Management Inc | 8,093 | $550.0K | 0.00% | +118+1.5% | Added |
| CFO4Life Group, LLC | 8,037 | $547.0K | 0.14% | +44+0.6% | Added |
| Legacy Advisors, LLC | 8,025 | $545.0K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,944 | $539.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $536.0K | 0.00% | −1,300−14.1% | Reduced |
| Algert Global LLC | 7,869 | $534.0K | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $527.8K | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,467 | $507.0K | 0.00% | +23+0.3% | Added |
| HRT Financial LP | 7,267 | $493.0K | 0.01% | +7,267 | New |
| UBS Group AG | 6,793 | $462.0K | 0.00% | −12,819−65.4% | Reduced |
| Avalon Investment & Advisory | 6,772 | $460.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,553 | $445.0K | 0.01% | +6,553 | New |
| Everence Capital Management Inc | 6,540 | $444.0K | 0.04% | +1,560+31.3% | Added |
| Wells Fargo & Company | 6,273 | $426.0K | 0.00% | −15,018−70.5% | Reduced |
| Jefferies Group LLC | 6,235 | $423.4K | 0.01% | +6,235 | New |
| Mutual of America Capital Management LLC | 6,105 | $415.0K | 0.01% | +806+15.2% | Added |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,611 | $381.0K | 0.00% | −1,898−25.3% | Reduced |
| Icon Wealth Partners, LLC | 5,438 | $369.0K | 0.04% | +30+0.6% | Added |
| Goodman Financial Corp | 5,416 | $368.0K | 0.12% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,335 | $362.0K | 0.05% | −249−4.5% | Reduced |
| Engineers Gate Manager LP | 5,310 | $361.0K | 0.01% | +5,310 | New |
| 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 |
| Advisor Group Holdings, Inc. | 5,166 | $350.0K | 0.00% | +19+0.4% | Added |
| PEAK6 Investments LLC | 7,864 | $342.4K | 0.01% | +6,670+558.6% | Added |
| Weil Company, Inc. | 4,950 | $336.0K | 0.19% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,867 | $330.0K | 0.04% | +27+0.6% | Added |
| Raymond James & Associates | 4,852 | $329.0K | 0.00% | +127+2.7% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $313.0K | 0.21% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,501 | $306.0K | 0.00% | −755−14.4% | Reduced |
| CIBC Asset Management Inc | 4,475 | $304.0K | 0.00% | −123−2.7% | Reduced |
| Renaissance Technologies LLC | 4,443 | $302.0K | 0.00% | −27,900−86.3% | Reduced |
| Stifel Financial Corp | 4,219 | $287.0K | 0.00% | −7−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $267.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,680 | $250.0K | 0.02% | +3,680 | New |
| Profund Advisors LLC | 3,590 | $244.0K | 0.02% | −1,524−29.8% | Reduced |
| Henshaw Capital LLC | 3,519 | $239.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 3,467 | $235.0K | 0.00% | −6,402−64.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,448 | $234.0K | 0.00% | −1,082−23.9% | Reduced |
| Marshall Wace, LLP | 3,380 | $230.0K | 0.00% | +3,380 | New |
| SG Americas Securities, LLC | 3,272 | $222.0K | 0.00% | +962+41.6% | Added |
| Meridian Wealth Management, LLC | 3,100 | $211.0K | 0.02% | +3,100 | New |
| Evergreen Capital Management LLC | 3,096 | $210.0K | 0.01% | −1,437−31.7% | Reduced |
| KBC Group NV | 3,078 | $209.0K | 0.00% | +3,078 | New |
| Veritable, L.P. | 3,040 | $206.0K | 0.00% | +15+0.5% | Added |
| Prudent Man Advisors, LLC | 3,021 | $205.0K | 0.10% | −169−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,980 | $202.0K | 0.01% | −290−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,757 | $187.0K | 0.01% | −195−6.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,579 | $175.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 2,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,319 | $157.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,180 | $148.0K | 0.00% | +1,799+472.2% | Added |
| Corsicana & Co. | 2,000 | $136.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,527 | $103.0K | 0.00% | −60−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,260 | $85.0K | 0.00% | −11,111−89.8% | Reduced |
| Nisa Investment Advisors, LLC | 850 | $58.0K | 0.00% | −420−33.1% | Reduced |
| Public Employees Retirement System of Ohio | 807 | $55.0K | 0.00% | +34+4.4% | Added |
| Harbor Investment Advisory, LLC | 704 | $48.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 700 | $47.0K | 0.00% | −200−22.2% | Reduced |
| Brown Brothers Harriman & Co | 541 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 401 | $27.2K | 0.01% | −196−32.8% | Reduced |
| Versant Capital Management, Inc | 317 | $22.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $20.0K | 0.01% | +94+47.5% | Added |
| Concord Wealth Partners | 236 | $16.0K | 0.00% | +181+329.1% | Added |
| Nomura Asset Management Co Ltd | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 162 | $11.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 130 | $9.00K | 0.00% | −6−4.4% | 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 |
| CWM, LLC | 95 | $6.00K | 0.00% | −54−36.2% | 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 |
| 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 |
| JFS Wealth Advisors, LLC | 45 | $3.00K | 0.00% | +16+55.2% | Added |
| Global Retirement Partners, LLC | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| Halpern Financial, Inc. | 22 | $1.49K | 0.00% | +22 | New |
| 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 |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | – | – | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,891−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,472−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,940−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −4,515−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| River Oaks Capital LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |