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 |
|---|---|---|---|---|---|
| US Bancorp | 8,934 | $536.8K | 0.00% | −278−3.0% | Reduced |
| Guggenheim Capital LLC | 8,740 | $525.1K | 0.00% | +88+1.0% | Added |
| Rafferty Asset Management, LLC | 8,609 | $517.2K | 0.00% | −1,746−16.9% | Reduced |
| 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 |
| New York Life Investment Management LLC | 7,973 | $479.0K | 0.01% | +900+12.7% | Added |
| Handelsbanken Fonder AB | 7,900 | $475.0K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $466.9K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,653 | $458.7K | 0.00% | +926+13.8% | Added |
| Janus Henderson Group PLC | 7,442 | $447.0K | 0.00% | +7,442 | New |
| Mutual of America Capital Management LLC | 7,425 | $446.1K | 0.01% | +380+5.4% | Added |
| AdvisorNet Financial, Inc | 7,402 | $444.7K | 0.04% | −4,953−40.1% | Reduced |
| State Board of Administration of Florida Retirement System | 7,336 | $440.7K | 0.00% | +460+6.7% | Added |
| D. E. Shaw & Co., Inc. | 7,014 | $421.4K | 0.00% | −12,443−64.0% | Reduced |
| Avalon Investment & Advisory | 6,772 | $407.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,947 | $357.3K | 0.00% | −56,406−90.5% | Reduced |
| ProShare Advisors LLC | 5,639 | $338.8K | 0.00% | +728+14.8% | Added |
| Qube Research & Technologies Ltd | 5,624 | $337.9K | 0.00% | −11,684−67.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,608 | $336.9K | 0.00% | +364+6.9% | Added |
| Raymond James & Associates | 5,606 | $336.8K | 0.00% | +59+1.1% | Added |
| Icon Wealth Advisors, LLC | 5,496 | $330.2K | 0.04% | +31+0.6% | Added |
| Goodman Financial Corp | 5,416 | $325.4K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,089 | $305.7K | 0.04% | +10.0% | Added |
| Weil Company, Inc. | 4,950 | $297.4K | 0.14% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,920 | $295.6K | 0.03% | +28+0.6% | Added |
| Everence Capital Management Inc | 4,740 | $285.0K | 0.02% | −1,800−27.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,604 | $276.6K | 0.19% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,428 | $266.1K | 0.02% | +25+0.6% | Added |
| Pictet Asset Management SA | 4,304 | $259.0K | 0.00% | +4,304 | New |
| Itau Unibanco Holding S.A. | 4,259 | $257.5K | 0.01% | +108+2.6% | Added |
| Stifel Financial Corp | 4,231 | $254.2K | 0.00% | −26−0.6% | Reduced |
| CIBC Asset Management Inc | 4,226 | $253.9K | 0.00% | −249−5.6% | Reduced |
| Teacher Retirement System of Texas | 4,148 | $249.0K | 0.00% | −1,296−23.8% | Reduced |
| Wells Fargo & Company | 4,088 | $245.6K | 0.00% | −1,252−23.4% | Reduced |
| Jane Street Group, LLC | 4,018 | $241.4K | 0.00% | −5,056−55.7% | Reduced |
| Two Sigma Investments, LP | 3,993 | $239.9K | 0.00% | +3,993 | New |
| Cullen/Frost Bankers, Inc. | 3,934 | $236.4K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,915 | $235.2K | 0.03% | +529+15.6% | Added |
| Prudent Man Advisors, LLC | 3,539 | $213.0K | 0.09% | +3,539 | New |
| Henshaw Capital LLC | 3,519 | $211.4K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,412 | $205.0K | 0.00% | −20−0.6% | Reduced |
| KBC Group NV | 3,078 | $185.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,757 | $169.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,616 | $157.0K | 0.01% | −9,201−77.9% | Reduced |
| Institutional & Family Asset Management, LLC | 2,579 | $154.9K | 0.03% | 00.0% | Unchanged |
| American National Bank | 2,500 | $150.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,368 | $142.0K | 0.00% | −5,441−69.7% | Reduced |
| Metropolitan Life Insurance Co | 2,213 | $133.0K | 0.01% | +64+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,255 | $75.4K | 0.00% | −27−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,208 | $72.6K | 0.00% | −75−5.8% | Reduced |
| Quantbot Technologies LP | 1,094 | $65.7K | 0.00% | +1,094 | New |
| Point72 Middle East FZE | 897 | $53.9K | 0.00% | +897 | New |
| Nisa Investment Advisors, LLC | 877 | $53.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 704 | $42.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 317 | $19.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 287 | $17.0K | 0.00% | −570−66.5% | Reduced |
| Sutton Wealth Advisors Inc. | 263 | $15.8K | 0.01% | +3+1.2% | Added |
| Nomura Asset Management Co Ltd | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 134 | $8.05K | 0.00% | −2−1.5% | Reduced |
| CWM, LLC | 122 | $7.00K | 0.00% | −51−29.5% | Reduced |
| Parkside Financial Bank & Trust | 106 | $6.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $4.45K | 0.00% | +74 | New |
| Contravisory Investment Management, Inc. | 67 | $4.03K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 32 | $1.92K | 0.00% | +32 | New |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | −101−77.7% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $1.68K | 0.00% | −11−28.2% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Schubert & Co | 16 | $961 | 0.00% | −4−20.0% | Reduced |
| First Horizon Advisors, Inc. | 15 | $906 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $601 | 0.00% | +3+42.9% | Added |
| Bell Investment Advisors, Inc | 8 | $481 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 7 | $421 | 0.00% | −2−22.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $120 | 0.00% | −126−98.4% | Reduced |
| Point72 Asset Management, L.P. | 2 | $120 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 60 | $97 | 0.00% | +60 | New |
| Rockefeller Capital Management L.P. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| 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 |