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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 12,355 | $758.0K | 0.08% | +981+8.6% | Added |
| Ergoteles LLC | 12,014 | $738.0K | 0.03% | +12,014 | New |
| Oregon Public Employees Retirement Fund | 12,013 | $737.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,817 | $725.0K | 0.01% | +9,637+442.1% | Added |
| Algert Global LLC | 11,301 | $694.0K | 0.04% | +3,432+43.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,180 | $686.0K | 0.00% | +11,180 | New |
| Teachers Retirement System of the State of Kentucky | 11,039 | $677.0K | 0.01% | +11,039 | New |
| Rafferty Asset Management, LLC | 10,355 | $636.0K | 0.01% | −4,962−32.4% | Reduced |
| Arizona State Retirement System | 10,339 | $635.0K | 0.01% | −83−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 10,160 | $624.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,867 | $606.0K | 0.00% | +1,774+21.9% | Added |
| Jacobs Levy Equity Management, Inc | 9,481 | $582.0K | 0.00% | +9,481 | New |
| US Bancorp | 9,212 | $566.0K | 0.00% | −96−1.0% | Reduced |
| Jane Street Group, LLC | 9,074 | $557.0K | 0.00% | −5,085−35.9% | Reduced |
| Guggenheim Capital LLC | 8,652 | $531.0K | 0.00% | −16−0.2% | Reduced |
| Advisory Research Inc | 8,338 | $512.0K | 0.05% | +51+0.6% | Added |
| Verition Fund Management LLC | 8,181 | $502.0K | 0.01% | +8,181 | New |
| Balyasny Asset Management LLC | 8,167 | $501.0K | 0.00% | +8,167 | New |
| CFO4Life Group, LLC | 8,078 | $496.0K | 0.13% | +41+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,944 | $488.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $485.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,809 | $479.0K | 0.01% | +4,537+138.7% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $477.1K | 0.06% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,434 | $456.0K | 0.07% | −3,708−33.3% | Reduced |
| New York Life Investment Management LLC | 7,073 | $434.0K | 0.01% | +520+7.9% | Added |
| Mutual of America Capital Management LLC | 7,045 | $432.0K | 0.01% | +940+15.4% | Added |
| State Board of Administration of Florida Retirement System | 6,876 | $422.0K | 0.00% | −3,930−36.4% | Reduced |
| HSBC Holdings PLC | 6,727 | $417.0K | 0.00% | −4,847−41.9% | Reduced |
| Avalon Investment & Advisory | 6,772 | $416.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 6,650 | $408.0K | 0.26% | +6,650 | New |
| First Manhattan Co | 8,325 | $404.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,540 | $401.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 5,547 | $341.0K | 0.00% | +695+14.3% | Added |
| Icon Wealth Advisors, LLC | 5,465 | $336.0K | 0.04% | +5,465 | New |
| Teacher Retirement System of Texas | 5,444 | $334.0K | 0.00% | −167−3.0% | Reduced |
| Goodman Financial Corp | 5,416 | $332.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 5,258 | $322.8K | 0.03% | +5,258 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,244 | $322.0K | 0.00% | +743+16.5% | Added |
| Engineers Gate Manager LP | 5,232 | $321.0K | 0.02% | −78−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,203 | $319.0K | 0.00% | +37+0.7% | Added |
| Callahan Advisors, LLC | 5,088 | $312.0K | 0.04% | −247−4.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,604 | $305.0K | 0.20% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,950 | $304.0K | 0.19% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,911 | $301.0K | 0.00% | −260−5.0% | Reduced |
| Segment Wealth Management, LLC | 4,892 | $300.0K | 0.04% | +25+0.5% | Added |
| Aquatic Capital Management LLC | 4,600 | $282.0K | 0.03% | +4,600 | New |
| CIBC Asset Management Inc | 4,475 | $275.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,403 | $270.0K | 0.02% | +4,403 | New |
| Stifel Financial Corp | 4,257 | $261.0K | 0.00% | +38+0.9% | Added |
| Itau Unibanco Holding S.A. | 4,151 | $255.0K | 0.01% | +4,151 | New |
| Centiva Capital, LP | 4,000 | $246.0K | 0.02% | +4,000 | New |
| Cullen/Frost Bankers, Inc. | 3,934 | $242.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 3,352 | $223.0K | 0.00% | −115−3.3% | Reduced |
| PEAK6 Investments LLC | 3,558 | $218.0K | 0.01% | −4,306−54.8% | Reduced |
| Henshaw Capital LLC | 3,519 | $216.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,432 | $211.0K | 0.00% | −16−0.5% | Reduced |
| CWM Advisors, LLC | 3,386 | $208.0K | 0.03% | +3,386 | New |
| KBC Group NV | 3,078 | $189.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,757 | $169.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $158.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 2,500 | $153.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,149 | $131.9K | 0.01% | −170−7.3% | Reduced |
| Corsicana & Co. | 2,000 | $123.0K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,864 | $115.0K | 0.03% | +1,572+538.4% | Added |
| The PNC Financial Services Group, Inc. | 1,283 | $79.0K | 0.00% | −244−16.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,282 | $78.0K | 0.00% | +22+1.7% | Added |
| Nisa Investment Advisors, LLC | 877 | $55.0K | 0.00% | +27+3.2% | Added |
| Public Employees Retirement System of Ohio | 857 | $53.0K | 0.00% | +50+6.2% | Added |
| Harbor Investment Advisory, LLC | 704 | $43.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 604 | $37.0K | 0.00% | +604 | New |
| Versant Capital Management, Inc | 317 | $19.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 300 | $18.0K | 0.00% | −400−57.1% | Reduced |
| Sutton Wealth Advisors Inc. | 260 | $16.0K | 0.01% | −141−35.2% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 173 | $11.0K | 0.00% | +78+82.1% | Added |
| FinTrust Capital Advisors, LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 128 | $8.00K | 0.00% | +3+2.4% | Added |
| Quadrant Capital Group LLC | 136 | $8.00K | 0.00% | +136 | New |
| Parkside Financial Bank & Trust | 106 | $7.00K | 0.00% | −8−7.0% | Reduced |
| Contravisory Investment Management, Inc. | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 39 | $2.00K | 0.00% | −6−13.3% | Reduced |
| 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 |
| 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 |
| IFP Advisors, Inc | 10 | – | – | 00.0% | Unchanged |
| Aviva PLC | 0 | $0 | 0.00% | −31,266−100.0% | Sold out |