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, Q1 2023
Institutional positions in Independent Bank Group, Inc. as of Mar 31, 2023. 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
- 189
- +10 vs. Q4 2022
- Shares held
- 30.9M
- −445.8K (−1.4%) vs. Q4 2022
- Total value
- $1.43B
- −$449.8M (−23.9%) vs. Q4 2022
- New holders
- 33
- 71 more added
- Sold out
- 23
- 56 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 21 | $0 | 0.00% | +3+16.7% | Added |
| JFS Wealth Advisors, LLC | 4 | $186 | 0.00% | −24−85.7% | Reduced |
| Disciplined Investments, LLC | 6 | $278 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 7 | $325 | 0.00% | −3−30.0% | Reduced |
| First Horizon Advisors, Inc. | 15 | $703 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $880 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $927 | 0.00% | +20 | New |
| Toronto Dominion Bank | 13 | $1.00K | 0.00% | +13 | New |
| Schubert & Co | 23 | $1.07K | 0.00% | +7+43.8% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.25K | 0.00% | +3+12.5% | Added |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $2.50K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 55 | $2.55K | 0.00% | +47+587.5% | Added |
| Ellevest, Inc. | 64 | $2.97K | 0.00% | +64 | New |
| GWM Advisors LLC | 100 | $4.63K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 102 | $4.73K | 0.00% | −4−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 192 | $8.90K | 0.00% | +192 | New |
| Nomura Asset Management Co Ltd | 200 | $9.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 230 | $10.6K | 0.00% | −87−27.4% | Reduced |
| STRS Ohio | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 287 | $13.3K | 0.00% | +285+14,250.0% | Added |
| Public Employees Retirement System of Ohio | 319 | $15.0K | 0.00% | +32+11.1% | Added |
| Belpointe Asset Management LLC | 370 | $17.1K | 0.00% | +370 | New |
| CWM, LLC | 514 | $24.0K | 0.00% | +392+321.3% | Added |
| Fifth Third Bancorp | 564 | $26.1K | 0.00% | +564 | New |
| Point72 Middle East FZE | 645 | $29.9K | 0.00% | −252−28.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 659 | $30.5K | 0.00% | −596−47.5% | Reduced |
| Venturi Wealth Management, LLC | 663 | $30.7K | 0.00% | +663 | New |
| Nisa Investment Advisors, LLC | 680 | $32.0K | 0.00% | −197−22.5% | Reduced |
| Harbor Investment Advisory, LLC | 704 | $32.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 709 | $32.9K | 0.00% | +709 | New |
| Quadrant Capital Group LLC | 714 | $33.1K | 0.00% | +580+432.8% | Added |
| Tower Research Capital LLC (TRC) | 992 | $46.0K | 0.00% | −1,624−62.1% | Reduced |
| Point72 Asset Management, L.P. | 1,474 | $68.3K | 0.00% | +1,472+73,600.0% | Added |
| The PNC Financial Services Group, Inc. | 1,678 | $77.8K | 0.00% | +470+38.9% | Added |
| Metropolitan Life Insurance Co | 1,987 | $92.1K | 0.00% | −226−10.2% | Reduced |
| Quantbot Technologies LP | 2,283 | $105.8K | 0.01% | +1,189+108.7% | Added |
| American National Bank | 2,500 | $115.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $119.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,679 | $124.2K | 0.01% | +2,679 | New |
| Ameritas Investment Partners, Inc. | 2,757 | $127.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,780 | $129.0K | 0.00% | −298−9.7% | Reduced |
| AdvisorNet Financial, Inc | 2,800 | $129.8K | 0.01% | −4,602−62.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,527 | $163.5K | 0.01% | −732−17.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,934 | $182.3K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,455 | $206.5K | 0.01% | +27+0.6% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $213.4K | 0.14% | 00.0% | Unchanged |
| Amundi | 4,901 | $215.7K | 0.00% | +4,901 | New |
| Everence Capital Management Inc | 4,740 | $220.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,800 | $222.5K | 0.01% | +4,800 | New |
| Mariner, LLC | 4,852 | $225.0K | 0.00% | +4,852 | New |
| Weil Company, Inc. | 4,950 | $229.4K | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,951 | $229.5K | 0.03% | +31+0.6% | Added |
| Stifel Financial Corp | 4,961 | $229.9K | 0.00% | +730+17.3% | Added |
| Callahan Advisors, LLC | 5,089 | $235.9K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,181 | $240.1K | 0.00% | −458−8.1% | Reduced |
| Goodman Financial Corp | 5,416 | $251.0K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 4,389 | $253.6K | 0.00% | +4,389 | New |
| Icon Wealth Partners, LLC | 5,530 | $256.3K | 0.03% | +5,530 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,598 | $259.5K | 0.00% | −10−0.2% | Reduced |
| PDT Partners, LLC | 6,247 | $289.5K | 0.04% | −7,894−55.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,702 | $310.6K | 0.04% | +6,702 | New |
| CWM Advisors, LLC | 6,724 | $311.6K | 0.04% | +2,809+71.7% | Added |
| Avalon Investment & Advisory | 6,772 | $313.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,145 | $331.2K | 0.01% | −4,155−36.8% | Reduced |
| Mutual of America Capital Management LLC | 7,295 | $338.1K | 0.00% | −130−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,336 | $340.0K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $360.2K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,888 | $365.6K | 0.01% | +7,888 | New |
| Handelsbanken Fonder AB | 7,900 | $366.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 8,455 | $391.9K | 0.00% | +2,849+50.8% | Added |
| CFO4Life Group, LLC | 8,506 | $394.2K | 0.09% | +380+4.7% | Added |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,801 | $407.9K | 0.00% | +61+0.7% | Added |
| US Bancorp | 8,934 | $414.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,722 | $497.0K | 0.00% | +6,704+166.8% | Added |
| Arizona State Retirement System | 10,743 | $497.9K | 0.00% | +287+2.7% | Added |
| Advisor Group Holdings, Inc. | 10,889 | $504.7K | 0.00% | +42+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 11,039 | $512.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,347 | $526.0K | 0.00% | +7,259+177.6% | Added |
| Oregon Public Employees Retirement Fund | 11,350 | $526.1K | 0.01% | −430−3.7% | Reduced |
| Natixis Advisors, L.P. | 11,699 | $542.0K | 0.00% | +11,699 | New |
| State of Tennessee, Treasury Department | 12,039 | $558.0K | 0.00% | −2,568−17.6% | Reduced |
| Envestnet Asset Management Inc | 12,435 | $576.4K | 0.00% | +170+1.4% | Added |
| New York State Teachers Retirement System | 12,780 | $592.0K | 0.00% | −2,120−14.2% | Reduced |
| LPL Financial LLC | 13,436 | $622.8K | 0.00% | −57−0.4% | Reduced |
| Voya Investment Management LLC | 14,199 | $658.1K | 0.00% | −86−0.6% | Reduced |
| Maryland State Retirement & Pension System | 14,266 | $661.2K | 0.01% | −372−2.5% | Reduced |
| Gsa Capital Partners LLP | 14,474 | $671.0K | 0.07% | +14,474 | New |
| Campbell & CO Investment Adviser LLC | 14,508 | $672.4K | 0.13% | +14,508 | New |
| Doliver Advisors, LP | 14,667 | $679.8K | 0.21% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,759 | $684.1K | 0.00% | −1,695−10.3% | Reduced |
| Amalgamated Bank | 14,930 | $692.0K | 0.01% | −1,269−7.8% | Reduced |
| Jump Financial, LLC | 15,571 | $721.7K | 0.03% | +15,571 | New |
| SG Americas Securities, LLC | 15,575 | $722.0K | 0.01% | +13,207+557.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,784 | $731.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,853 | $735.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,000 | $741.6K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 16,121 | $747.2K | 0.25% | +16,121 | New |
| Captrust Financial Advisors | 16,158 | $748.9K | 0.00% | +339+2.1% | Added |