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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 15,784 | $948.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,819 | $950.4K | 0.00% | +322+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,853 | $952.0K | 0.00% | +15,853 | New |
| King Luther Capital Management Corp | 16,000 | $961.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 16,199 | $973.0K | 0.01% | +12+0.1% | Added |
| Victory Capital Management Inc | 16,454 | $988.6K | 0.00% | +6,587+66.8% | Added |
| Louisiana State Employees Retirement System | 16,800 | $1.01M | 0.03% | −100−0.6% | Reduced |
| UBS Group AG | 17,754 | $1.07M | 0.00% | +1,001+6.0% | Added |
| Private Capital Management LLC | 17,791 | $1.07M | 0.35% | −70,852−79.9% | Reduced |
| MetLife Investment Management | 18,855 | $1.13M | 0.01% | −661−3.4% | Reduced |
| Deutsche Bank AG | 19,079 | $1.15M | 0.00% | +2,025+11.9% | Added |
| American International Group, Inc. | 19,428 | $1.17M | 0.01% | −151−0.8% | Reduced |
| Russell Investments Group, Ltd. | 20,643 | $1.24M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,700 | $1.30M | 0.00% | +4,065+23.1% | Added |
| Comerica Bank | 21,541 | $1.33M | 0.01% | −6,135−22.2% | Reduced |
| Yousif Capital Management, LLC | 22,455 | $1.35M | 0.02% | −6,145−21.5% | Reduced |
| Barclays PLC | 23,991 | $1.44M | 0.00% | +10,339+75.7% | Added |
| Texas Permanent School Fund | 24,598 | $1.48M | 0.02% | −869−3.4% | Reduced |
| State of Alaska, Department of Revenue | 24,670 | $1.48M | 0.02% | +158+0.6% | Added |
| Cubist Systematic Strategies, LLC | 25,611 | $1.54M | 0.01% | −27,285−51.6% | Reduced |
| Atria Wealth Solutions, Inc. | 26,654 | $1.60M | 0.03% | +70+0.3% | Added |
| Howard Financial Services, Ltd. | 26,680 | $1.60M | 0.42% | +69+0.3% | Added |
| Linscomb & Williams, Inc. | 27,160 | $1.63M | 0.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 28,445 | $1.71M | 0.00% | −1,289−4.3% | Reduced |
| ExodusPoint Capital Management, LP | 28,502 | $1.71M | 0.03% | −16,526−36.7% | Reduced |
| Credit Suisse AG | 31,238 | $1.88M | 0.00% | −236−0.7% | Reduced |
| Royal Bank of Canada | 35,561 | $2.14M | 0.00% | +15,222+74.8% | Added |
| Thrivent Financial for Lutherans | 36,341 | $2.18M | 0.01% | −258−0.7% | Reduced |
| Tudor Investment Corp Et Al | 37,594 | $2.26M | 0.06% | −10,502−21.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,917 | $2.28M | 0.02% | +5,658+17.5% | Added |
| Great West Life Assurance Co | 39,961 | $2.40M | 0.01% | −2,589−6.1% | Reduced |
| New York State Common Retirement Fund | 41,553 | $2.50M | 0.00% | +134+0.3% | Added |
| JPMorgan Chase & Co | 43,293 | $2.60M | 0.00% | −74,260−63.2% | Reduced |
| Renaissance Technologies LLC | 45,543 | $2.74M | 0.00% | +27,800+156.7% | Added |
| California State Teachers Retirement System | 46,530 | $2.80M | 0.00% | −343−0.7% | Reduced |
| Squarepoint Ops LLC | 48,874 | $2.94M | 0.02% | +16,095+49.1% | Added |
| Bridgeway Capital Management, LLC | 58,050 | $3.49M | 0.09% | −35,050−37.6% | Reduced |
| First Trust Advisors LP | 58,068 | $3.49M | 0.00% | +14,593+33.6% | Added |
| Prudential Financial Inc | 59,198 | $3.56M | 0.01% | −124−0.2% | Reduced |
| Kennedy Capital Management, Inc. | 61,901 | $3.72M | 0.11% | −5,158−7.7% | Reduced |
| Public Sector Pension Investment Board | 64,455 | $3.87M | 0.03% | −443−0.7% | Reduced |
| Bessemer Group Inc | 72,359 | $4.35M | 0.01% | −68,089−48.5% | Reduced |
| First Eagle Investment Management, LLC | 86,841 | $5.22M | 0.01% | +21,310+32.5% | Added |
| Swiss National Bank | 89,422 | $5.37M | 0.00% | −800−0.9% | Reduced |
| State of Wisconsin Investment Board | 89,718 | $5.39M | 0.02% | −2,472−2.7% | Reduced |
| Keeley-Teton Advisors, LLC | 94,787 | $5.69M | 0.71% | −4,186−4.2% | Reduced |
| Brandywine Global Investment Management, LLC | 103,800 | $6.24M | 0.05% | −3,115−2.9% | Reduced |
| Legal & General Group Plc | 104,138 | $6.26M | 0.00% | +2,094+2.1% | Added |
| Nuveen Asset Management, LLC | 109,015 | $6.55M | 0.00% | −18,403−14.4% | Reduced |
| SEI Investments Co | 113,203 | $6.80M | 0.02% | −13,711−10.8% | Reduced |
| Summit Creek Advisors LLC | 113,692 | $6.83M | 0.93% | +318+0.3% | Added |
| Millennium Management LLC | 115,075 | $6.91M | 0.01% | +55,547+93.3% | Added |
| North Reef Capital Management LP | 118,088 | $7.09M | 0.78% | +73,088+162.4% | Added |
| Phocas Financial Corp. | 118,732 | $7.13M | 1.03% | −104−0.1% | Reduced |
| Rhumbline Advisers | 121,871 | $7.32M | 0.01% | +1,538+1.3% | Added |
| Truist Financial Corp | 137,801 | $8.28M | 0.01% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 179,793 | $10.8M | 0.43% | −2,557−1.4% | Reduced |
| Bank of America Corp | 180,665 | $10.9M | 0.00% | +7,074+4.1% | Added |
| Invesco Ltd. | 182,834 | $11.0M | 0.00% | +9,414+5.4% | Added |
| Principal Financial Group Inc | 216,545 | $13.0M | 0.01% | −1,843−0.8% | Reduced |
| HighTower Advisors, LLC | 275,651 | $16.6M | 0.04% | +40.0% | Added |
| Morgan Stanley | 279,507 | $16.8M | 0.00% | +51,105+22.4% | Added |
| Charles Schwab Investment Management Inc | 329,105 | $19.8M | 0.01% | +12,274+3.9% | Added |
| Manufacturers Life Insurance Company, The | 331,490 | $19.9M | 0.01% | +34,992+11.8% | Added |
| Norges Bank | 361,373 | $21.7M | 0.01% | +15,831+4.6% | Added |
| Bank of New York Mellon Corp | 396,847 | $23.8M | 0.01% | −8,414−2.1% | Reduced |
| Northern Trust Corp | 398,902 | $24.0M | 0.01% | −3,206−0.8% | Reduced |
| Ameriprise Financial Inc | 428,473 | $25.7M | 0.01% | −46,203−9.7% | Reduced |
| Goldman Sachs Group Inc | 429,309 | $25.8M | 0.01% | −13,210−3.0% | Reduced |
| Royce & Associates LP | 496,858 | $29.9M | 0.31% | +39,288+8.6% | Added |
| Alliancebernstein L.P. | 552,458 | $33.2M | 0.01% | +2,276+0.4% | Added |
| Geode Capital Management, LLC | 687,767 | $41.3M | 0.01% | +20,801+3.1% | Added |
| Macquarie Group Ltd | 692,762 | $41.6M | 0.05% | +17,686+2.6% | Added |
| American Century Companies Inc | 1,082,765 | $65.1M | 0.05% | −28,072−2.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,368,860 | $82.2M | 0.06% | +11,708+0.9% | Added |
| State Street Corp | 1,687,779 | $101.4M | 0.01% | −27,616−1.6% | Reduced |
| FMR LLC | 2,323,483 | $139.6M | 0.01% | −63,292−2.7% | Reduced |
| Capital Research Global Investors | 2,446,602 | $147.0M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2,575,467 | $154.7M | 0.05% | +108,270+4.4% | Added |
| Vanguard Group Inc | 4,190,123 | $251.7M | 0.01% | +89,146+2.2% | Added |
| BlackRock Inc. | 5,927,786 | $356.1M | 0.01% | +165,034+2.9% | Added |
| IFP Advisors, Inc | 3 | – | – | −7−70.0% | Reduced |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −88,643−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −34,192−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −28,658−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −28,658−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,813−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,128−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,574−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,014−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −9,481−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,181−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,232−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |