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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.

Institutional holdersQ1 2023: 189 institutions
Q1 2021: 188 institutionsQ2 2021: 177 institutionsQ3 2021: 178 institutionsQ4 2021: 187 institutionsQ1 2022: 196 institutionsQ2 2022: 189 institutionsQ3 2022: 199 institutionsQ4 2022: 182 institutionsQ1 2023: 189 institutionsQ2 2023: 179 institutionsQ3 2023: 184 institutionsQ4 2023: 195 institutionsQ1 2024: 212 institutionsQ2 2024: 194 institutionsQ3 2024: 208 institutionsQ4 2024: 187 institutionsQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $1.43B
Q1 2021: $2.22BQ2 2021: $2.30BQ3 2021: $2.20BQ4 2021: $2.27BQ1 2022: $2.33BQ2 2022: $2.14BQ3 2022: $1.94BQ4 2022: $1.89BQ1 2023: $1.43BQ2 2023: $1.08BQ3 2023: $1.25BQ4 2023: $1.63BQ1 2024: $1.49BQ2 2024: $1.44BQ3 2024: $1.86BQ4 2024: $1.98BQ1 2025: $425Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding IBTX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$425
Q4 2024187$1.98B
Q3 2024208$1.86B
Q2 2024194$1.44B
Q1 2024212$1.49B
Q4 2023195$1.63B
Q3 2023184$1.25B
Q2 2023179$1.08B
Q1 2023189$1.43B
Q4 2022182$1.89B
Q3 2022199$1.94B
Q2 2022189$2.14B
Q1 2022196$2.33B
Q4 2021187$2.27B
Q3 2021178$2.20B
Q2 2021177$2.30B
Q1 2021188$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.

Institutions holding IBTX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc16,321$756.5K0.00%−5,379−24.8%Reduced
Quadrature Capital Ltd16,488$763.6K0.02%+16,488New
Louisiana State Employees Retirement System16,500$764.8K0.02%−300−1.8%Reduced
Ensign Peak Advisors, Inc16,560$767.6K0.00%+2,950+21.7%Added
Price T Rowe Associates Inc17,782$825.0K0.00%+4,460+33.5%Added
First Eagle Investment Management, LLC18,218$844.4K0.00%−68,623−79.0%Reduced
Citadel Advisors LLC18,804$871.6K0.00%+12,857+216.2%Added
New York State Common Retirement Fund18,824$872.5K0.00%−22,729−54.7%Reduced
Kula Investments, LLC18,851$873.7K0.22%+18,851New
MetLife Investment Management18,855$873.9K0.01%00.0%Unchanged
Rafferty Asset Management, LLC18,938$877.8K0.01%+10,329+120.0%Added
American International Group, Inc.19,518$904.7K0.01%+90+0.5%Added
BNP Paribas Arbitrage, SA19,716$913.8K0.00%+9,137+86.4%Added
Yousif Capital Management, LLC20,020$927.9K0.01%−2,435−10.8%Reduced
Janus Henderson Group PLC20,109$931.3K0.00%+12,667+170.2%Added
Cornercap Investment Counsel Inc22,323$1.03M0.18%+22,323New
UBS Group AG22,681$1.05M0.00%+4,927+27.8%Added
Private Capital Management LLC23,928$1.11M0.33%+6,137+34.5%Added
State of Alaska, Department of Revenue24,258$1.12M0.01%−412−1.7%Reduced
Deutsche Bank AG25,433$1.18M0.00%+6,354+33.3%Added
Ergoteles LLC25,889$1.20M0.05%+25,889New
Atria Wealth Solutions, Inc.26,137$1.21M0.02%−517−1.9%Reduced
Howard Financial Services, Ltd.26,838$1.24M0.30%+158+0.6%Added
Linscomb & Williams, Inc.27,160$1.26M0.07%00.0%Unchanged
Russell Investments Group, Ltd.28,349$1.31M0.00%+7,706+37.3%Added
Susquehanna International Group, LLP28,433$1.32M0.00%+28,433New
Cubist Systematic Strategies, LLC31,398$1.46M0.01%+5,787+22.6%Added
UBS Asset Management Americas Inc31,610$1.47M0.00%+3,165+11.1%Added
Barclays PLC31,734$1.47M0.00%+7,743+32.3%Added
Texas Permanent School Fund31,769$1.47M0.01%+7,171+29.2%Added
Credit Suisse AG32,250$1.49M0.00%+1,012+3.2%Added
Squarepoint Ops LLC33,669$1.56M0.01%−15,205−31.1%Reduced
Great West Life Assurance Co33,874$1.57M0.00%−6,087−15.2%Reduced
Bridgeway Capital Management, LLC34,205$1.59M0.04%−23,845−41.1%Reduced
Thrivent Financial for Lutherans35,106$1.63M0.00%−1,235−3.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys37,508$1.74M0.01%−409−1.1%Reduced
HRT Financial LP39,739$1.84M0.02%+39,739New
Voloridge Investment Management, LLC40,979$1.90M0.01%+40,979New
Renaissance Technologies LLC41,943$1.94M0.00%−3,600−7.9%Reduced
California State Teachers Retirement System45,889$2.13M0.00%−641−1.4%Reduced
Qube Research & Technologies Ltd46,906$2.17M0.01%+41,282+734.0%Added
Two Sigma Advisers, LP51,900$2.41M0.01%+51,900New
D. E. Shaw & Co., Inc.54,535$2.53M0.00%+47,521+677.5%Added
First Trust Advisors LP60,492$2.80M0.00%+2,424+4.2%Added
Public Sector Pension Investment Board62,303$2.89M0.02%−2,152−3.3%Reduced
Bessemer Group Inc74,117$3.44M0.01%+1,758+2.4%Added
JPMorgan Chase & Co75,501$3.50M0.00%+32,208+74.4%Added
Swiss National Bank80,022$3.71M0.00%−9,400−10.5%Reduced
Two Sigma Investments, LP85,604$3.97M0.01%+81,611+2,043.9%Added
Millennium Management LLC85,763$3.98M0.00%−29,312−25.5%Reduced
Prudential Financial Inc59,466$4.08M0.01%+268+0.5%Added
Royal Bank of Canada91,456$4.24M0.00%+55,895+157.2%Added
Keeley-Teton Advisors, LLC91,859$4.26M0.53%−2,928−3.1%Reduced
State of Wisconsin Investment Board91,993$4.26M0.01%+2,275+2.5%Added
Nuveen Asset Management, LLC98,128$4.55M0.00%−10,887−10.0%Reduced
SEI Investments Co103,427$4.79M0.01%−9,776−8.6%Reduced
Tudor Investment Corp Et Al104,129$4.83M0.09%+66,535+177.0%Added
Legal & General Group Plc104,150$4.83M0.00%+120.0%Added
Rhumbline Advisers127,736$5.92M0.01%+5,865+4.8%Added
North Reef Capital Management LP135,135$6.26M0.70%+17,047+14.4%Added
Truist Financial Corp137,890$6.39M0.01%+89+0.1%Added
Summit Creek Advisors LLC140,000$6.49M0.84%+26,308+23.1%Added
Chartwell Investment Partners, LLC175,326$8.13M0.31%−4,467−2.5%Reduced
Invesco Ltd.185,107$8.58M0.00%+2,273+1.2%Added
Bank of America Corp205,479$9.52M0.00%+24,814+13.7%Added
Principal Financial Group Inc214,175$9.93M0.01%−2,370−1.1%Reduced
Holocene Advisors, LP236,353$11.0M0.05%+236,353New
HighTower Advisors, LLC275,651$12.8M0.03%00.0%Unchanged
Charles Schwab Investment Management Inc338,989$15.7M0.00%+9,884+3.0%Added
Norges Bank378,121$17.5M0.00%+16,748+4.6%Added
Ameriprise Financial Inc389,137$18.0M0.01%−39,336−9.2%Reduced
Morgan Stanley391,288$18.1M0.00%+111,781+40.0%Added
Northern Trust Corp396,075$18.4M0.00%−2,827−0.7%Reduced
Bank of New York Mellon Corp399,377$18.5M0.00%+2,530+0.6%Added
Manufacturers Life Insurance Company, The432,321$20.0M0.01%+100,831+30.4%Added
Goldman Sachs Group Inc463,758$21.5M0.01%+34,449+8.0%Added
Royce & Associates LP466,157$21.6M0.22%−30,701−6.2%Reduced
Alliancebernstein L.P.524,691$24.3M0.01%−27,767−5.0%Reduced
Macquarie Group Ltd710,226$32.9M0.04%+17,464+2.5%Added
Geode Capital Management, LLC715,549$33.2M0.00%+27,782+4.0%Added
American Century Companies Inc929,796$43.1M0.03%−152,969−14.1%Reduced
T. Rowe Price Investment Management, Inc.1,209,182$56.0M0.04%−159,678−11.7%Reduced
Capital Research Global Investors1,344,599$62.3M0.02%−1,102,003−45.0%Reduced
State Street Corp1,689,210$78.3M0.00%+1,431+0.1%Added
Dimensional Fund Advisors LP2,638,029$122.3M0.04%+62,562+2.4%Added
FMR LLC2,646,666$122.7M0.01%+323,183+13.9%Added
Vanguard Group Inc4,217,454$195.5M0.00%+27,331+0.7%Added
BlackRock Inc.5,751,700$266.6M0.01%−176,086−3.0%Reduced
Cerity Partners LLC752––+752New
Phocas Financial Corp.0$00.00%−118,732−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−103,800−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−61,901−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−28,502−100.0%Sold out
Advisory Research Inc0$00.00%−13,492−100.0%Sold out
Algert Global LLC0$00.00%−11,301−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,570−100.0%Sold out
New York Life Investment Management LLC0$00.00%−7,973−100.0%Sold out
HSBC Holdings PLC0$00.00%−7,653−100.0%Sold out
Pictet Asset Management SA0$00.00%−4,304−100.0%Sold out
CIBC Asset Management Inc0$00.00%−4,226−100.0%Sold out