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, Q4 2022
Institutional positions in Independent Bank Group, Inc. as of Dec 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
- 182
- −13 vs. Q3 2022
- Shares held
- 31.4M
- −109.8K (−0.3%) vs. Q3 2022
- Total value
- $1.89B
- −$48.1M (−2.5%) vs. Q3 2022
- New holders
- 16
- 60 more added
- Sold out
- 29
- 71 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Sofos Investments, Inc. | 60 | $97 | 0.00% | +60 | New |
| TCI Wealth Advisors, Inc. | 2 | $120 | 0.00% | −126−98.4% | Reduced |
| Point72 Asset Management, L.P. | 2 | $120 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 7 | $421 | 0.00% | −2−22.2% | Reduced |
| Bell Investment Advisors, Inc | 8 | $481 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 10 | $601 | 0.00% | +3+42.9% | Added |
| First Horizon Advisors, Inc. | 15 | $906 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $961 | 0.00% | −4−20.0% | Reduced |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Proequities, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.68K | 0.00% | −11−28.2% | Reduced |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | −101−77.7% | Reduced |
| Comerica Securities,inc. | 32 | $1.92K | 0.00% | +32 | New |
| Contravisory Investment Management, Inc. | 67 | $4.03K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $4.45K | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 106 | $6.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 122 | $7.00K | 0.00% | −51−29.5% | Reduced |
| Quadrant Capital Group LLC | 134 | $8.05K | 0.00% | −2−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 263 | $15.8K | 0.01% | +3+1.2% | Added |
| Public Employees Retirement System of Ohio | 287 | $17.0K | 0.00% | −570−66.5% | Reduced |
| STRS Ohio | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 317 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 704 | $42.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 877 | $53.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 897 | $53.9K | 0.00% | +897 | New |
| Quantbot Technologies LP | 1,094 | $65.7K | 0.00% | +1,094 | New |
| The PNC Financial Services Group, Inc. | 1,208 | $72.6K | 0.00% | −75−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,255 | $75.4K | 0.00% | −27−2.1% | Reduced |
| Metropolitan Life Insurance Co | 2,213 | $133.0K | 0.01% | +64+3.0% | Added |
| SG Americas Securities, LLC | 2,368 | $142.0K | 0.00% | −5,441−69.7% | Reduced |
| American National Bank | 2,500 | $150.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $154.9K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,616 | $157.0K | 0.01% | −9,201−77.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,757 | $169.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,078 | $185.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,412 | $205.0K | 0.00% | −20−0.6% | Reduced |
| Henshaw Capital LLC | 3,519 | $211.4K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,539 | $213.0K | 0.09% | +3,539 | New |
| CWM Advisors, LLC | 3,915 | $235.2K | 0.03% | +529+15.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,934 | $236.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,993 | $239.9K | 0.00% | +3,993 | New |
| Jane Street Group, LLC | 4,018 | $241.4K | 0.00% | −5,056−55.7% | Reduced |
| Wells Fargo & Company | 4,088 | $245.6K | 0.00% | −1,252−23.4% | Reduced |
| Teacher Retirement System of Texas | 4,148 | $249.0K | 0.00% | −1,296−23.8% | Reduced |
| CIBC Asset Management Inc | 4,226 | $253.9K | 0.00% | −249−5.6% | Reduced |
| Stifel Financial Corp | 4,231 | $254.2K | 0.00% | −26−0.6% | Reduced |
| Itau Unibanco Holding S.A. | 4,259 | $257.5K | 0.01% | +108+2.6% | Added |
| Pictet Asset Management SA | 4,304 | $259.0K | 0.00% | +4,304 | New |
| Relative Value Partners Group, LLC | 4,428 | $266.1K | 0.02% | +25+0.6% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $276.6K | 0.19% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,740 | $285.0K | 0.02% | −1,800−27.5% | Reduced |
| Segment Wealth Management, LLC | 4,920 | $295.6K | 0.03% | +28+0.6% | Added |
| Weil Company, Inc. | 4,950 | $297.4K | 0.14% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,089 | $305.7K | 0.04% | +10.0% | Added |
| Goodman Financial Corp | 5,416 | $325.4K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,496 | $330.2K | 0.04% | +31+0.6% | Added |
| Raymond James & Associates | 5,606 | $336.8K | 0.00% | +59+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,608 | $336.9K | 0.00% | +364+6.9% | Added |
| Qube Research & Technologies Ltd | 5,624 | $337.9K | 0.00% | −11,684−67.5% | Reduced |
| ProShare Advisors LLC | 5,639 | $338.8K | 0.00% | +728+14.8% | Added |
| Citadel Advisors LLC | 5,947 | $357.3K | 0.00% | −56,406−90.5% | Reduced |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 6,772 | $407.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,014 | $421.4K | 0.00% | −12,443−64.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,336 | $440.7K | 0.00% | +460+6.7% | Added |
| AdvisorNet Financial, Inc | 7,402 | $444.7K | 0.04% | −4,953−40.1% | Reduced |
| Mutual of America Capital Management LLC | 7,425 | $446.1K | 0.01% | +380+5.4% | Added |
| Janus Henderson Group PLC | 7,442 | $447.0K | 0.00% | +7,442 | New |
| HSBC Holdings PLC | 7,653 | $458.7K | 0.00% | +926+13.8% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $466.9K | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $475.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,973 | $479.0K | 0.01% | +900+12.7% | Added |
| CFO4Life Group, LLC | 8,126 | $488.2K | 0.10% | +48+0.6% | Added |
| CFO4Life, L.P. | 8,126 | $488.2K | 0.10% | +8,126 | New |
| Rafferty Asset Management, LLC | 8,609 | $517.2K | 0.00% | −1,746−16.9% | Reduced |
| Guggenheim Capital LLC | 8,740 | $525.1K | 0.00% | +88+1.0% | Added |
| US Bancorp | 8,934 | $536.8K | 0.00% | −278−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,570 | $575.0K | 0.06% | −17,520−64.7% | Reduced |
| Arizona State Retirement System | 10,456 | $628.2K | 0.01% | +117+1.1% | Added |
| BNP Paribas Arbitrage, SA | 10,579 | $635.6K | 0.00% | −8,586−44.8% | Reduced |
| Advisor Group Holdings, Inc. | 10,847 | $651.0K | 0.00% | +5,644+108.5% | Added |
| Teachers Retirement System of the State of Kentucky | 11,039 | $663.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 11,300 | $678.9K | 0.01% | +11,300 | New |
| Algert Global LLC | 11,301 | $679.0K | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,780 | $707.7K | 0.01% | −233−1.9% | Reduced |
| Envestnet Asset Management Inc | 12,265 | $736.9K | 0.00% | −407−3.2% | Reduced |
| Price T Rowe Associates Inc | 13,322 | $800.0K | 0.00% | −3,312−19.9% | Reduced |
| Advisory Research Inc | 13,492 | $810.6K | 0.08% | +5,154+61.8% | Added |
| LPL Financial LLC | 13,493 | $810.7K | 0.00% | −740−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 13,610 | $817.7K | 0.00% | +3,450+34.0% | Added |
| PDT Partners, LLC | 14,141 | $849.6K | 0.14% | +6,707+90.2% | Added |
| Voya Investment Management LLC | 14,285 | $858.2K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,607 | $878.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,638 | $879.5K | 0.03% | +14,638 | New |
| Doliver Advisors, LP | 14,667 | $881.2K | 0.29% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 14,900 | $895.0K | 0.00% | −400−2.6% | Reduced |