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, Q3 2022
Institutional positions in Independent Bank Group, Inc. as of Sep 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
- 199
- +13 vs. Q2 2022
- Shares held
- 31.6M
- +28.6K (+0.1%) vs. Q2 2022
- Total value
- $1.94B
- −$203.9M (−9.5%) vs. Q2 2022
- New holders
- 33
- 53 more added
- Sold out
- 20
- 78 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 12 | $0 | 0.00% | −78−86.7% | Reduced |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | −13−72.2% | Reduced |
| Meeder Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 15 | $0 | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Proequities, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | −2−18.2% | Reduced |
| Schubert & Co | 20 | $1.00K | 0.00% | +2+11.1% | Added |
| Farmers & Merchants Investments Inc | 24 | $1.00K | 0.00% | +24 | New |
| Parallel Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 39 | $2.00K | 0.00% | −6−13.3% | Reduced |
| Fifth Third Bancorp | 45 | $3.00K | 0.00% | −67−59.8% | Reduced |
| Howe & Rusling Inc | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $3.00K | 0.00% | +11+35.5% | Added |
| Contravisory Investment Management, Inc. | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $7.00K | 0.00% | −8−7.0% | Reduced |
| TCI Wealth Advisors, Inc. | 128 | $8.00K | 0.00% | +3+2.4% | Added |
| Quadrant Capital Group LLC | 136 | $8.00K | 0.00% | +136 | New |
| FinTrust Capital Advisors, LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 173 | $11.0K | 0.00% | +78+82.1% | Added |
| Nomura Asset Management Co Ltd | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 260 | $16.0K | 0.01% | −141−35.2% | Reduced |
| STRS Ohio | 300 | $18.0K | 0.00% | −400−57.1% | Reduced |
| Versant Capital Management, Inc | 317 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 604 | $37.0K | 0.00% | +604 | New |
| Harbor Investment Advisory, LLC | 704 | $43.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 857 | $53.0K | 0.00% | +50+6.2% | Added |
| Nisa Investment Advisors, LLC | 877 | $55.0K | 0.00% | +27+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,282 | $78.0K | 0.00% | +22+1.7% | Added |
| The PNC Financial Services Group, Inc. | 1,283 | $79.0K | 0.00% | −244−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,864 | $115.0K | 0.03% | +1,572+538.4% | Added |
| Corsicana & Co. | 2,000 | $123.0K | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,149 | $131.9K | 0.01% | −170−7.3% | Reduced |
| American National Bank | 2,500 | $153.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $158.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,757 | $169.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,078 | $189.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,386 | $208.0K | 0.03% | +3,386 | New |
| United Capital Financial Advisers, LLC | 3,432 | $211.0K | 0.00% | −16−0.5% | Reduced |
| Henshaw Capital LLC | 3,519 | $216.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,558 | $218.0K | 0.01% | −4,306−54.8% | Reduced |
| Bank of Montreal | 3,352 | $223.0K | 0.00% | −115−3.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $242.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,000 | $246.0K | 0.02% | +4,000 | New |
| Itau Unibanco Holding S.A. | 4,151 | $255.0K | 0.01% | +4,151 | New |
| Stifel Financial Corp | 4,257 | $261.0K | 0.00% | +38+0.9% | Added |
| Relative Value Partners Group, LLC | 4,403 | $270.0K | 0.02% | +4,403 | New |
| CIBC Asset Management Inc | 4,475 | $275.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,600 | $282.0K | 0.03% | +4,600 | New |
| Segment Wealth Management, LLC | 4,892 | $300.0K | 0.04% | +25+0.5% | Added |
| ProShare Advisors LLC | 4,911 | $301.0K | 0.00% | −260−5.0% | Reduced |
| Weil Company, Inc. | 4,950 | $304.0K | 0.19% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,604 | $305.0K | 0.20% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,088 | $312.0K | 0.04% | −247−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 5,203 | $319.0K | 0.00% | +37+0.7% | Added |
| Engineers Gate Manager LP | 5,232 | $321.0K | 0.02% | −78−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,244 | $322.0K | 0.00% | +743+16.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,258 | $322.8K | 0.03% | +5,258 | New |
| Wells Fargo & Company | 5,340 | $328.0K | 0.00% | −933−14.9% | Reduced |
| Occudo Quantitative Strategies LP | 5,340 | $328.0K | 0.03% | +5,340 | New |
| Goodman Financial Corp | 5,416 | $332.0K | 0.11% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,444 | $334.0K | 0.00% | −167−3.0% | Reduced |
| Icon Wealth Advisors, LLC | 5,465 | $336.0K | 0.04% | +5,465 | New |
| Raymond James & Associates | 5,547 | $341.0K | 0.00% | +695+14.3% | Added |
| Everence Capital Management Inc | 6,540 | $401.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 6,650 | $408.0K | 0.26% | +6,650 | New |
| Avalon Investment & Advisory | 6,772 | $416.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,727 | $417.0K | 0.00% | −4,847−41.9% | Reduced |
| State Board of Administration of Florida Retirement System | 6,876 | $422.0K | 0.00% | −3,930−36.4% | Reduced |
| Mutual of America Capital Management LLC | 7,045 | $432.0K | 0.01% | +940+15.4% | Added |
| New York Life Investment Management LLC | 7,073 | $434.0K | 0.01% | +520+7.9% | Added |
| PDT Partners, LLC | 7,434 | $456.0K | 0.07% | −3,708−33.3% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $477.1K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,809 | $479.0K | 0.01% | +4,537+138.7% | Added |
| Handelsbanken Fonder AB | 7,900 | $485.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,944 | $488.0K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,078 | $496.0K | 0.13% | +41+0.5% | Added |
| Balyasny Asset Management LLC | 8,167 | $501.0K | 0.00% | +8,167 | New |
| Verition Fund Management LLC | 8,181 | $502.0K | 0.01% | +8,181 | New |
| Advisory Research Inc | 8,338 | $512.0K | 0.05% | +51+0.6% | Added |
| Guggenheim Capital LLC | 8,652 | $531.0K | 0.00% | −16−0.2% | Reduced |
| Jane Street Group, LLC | 9,074 | $557.0K | 0.00% | −5,085−35.9% | Reduced |
| US Bancorp | 9,212 | $566.0K | 0.00% | −96−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,481 | $582.0K | 0.00% | +9,481 | New |
| Victory Capital Management Inc | 9,867 | $606.0K | 0.00% | +1,774+21.9% | Added |
| Ensign Peak Advisors, Inc | 10,160 | $624.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,339 | $635.0K | 0.01% | −83−0.8% | Reduced |
| Rafferty Asset Management, LLC | 10,355 | $636.0K | 0.01% | −4,962−32.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,039 | $677.0K | 0.01% | +11,039 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,180 | $686.0K | 0.00% | +11,180 | New |
| Algert Global LLC | 11,301 | $694.0K | 0.04% | +3,432+43.6% | Added |
| Tower Research Capital LLC (TRC) | 11,817 | $725.0K | 0.01% | +9,637+442.1% | Added |
| Oregon Public Employees Retirement Fund | 12,013 | $737.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 12,014 | $738.0K | 0.03% | +12,014 | New |
| AdvisorNet Financial, Inc | 12,355 | $758.0K | 0.08% | +981+8.6% | Added |
| Envestnet Asset Management Inc | 12,672 | $778.0K | 0.00% | −157−1.2% | Reduced |
| Barclays PLC | 13,652 | $838.0K | 0.00% | −5,552−28.9% | Reduced |