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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 14,266 | $661.2K | 0.01% | −372−2.5% | Reduced |
| Voya Investment Management LLC | 14,199 | $658.1K | 0.00% | −86−0.6% | Reduced |
| LPL Financial LLC | 13,436 | $622.8K | 0.00% | −57−0.4% | Reduced |
| New York State Teachers Retirement System | 12,780 | $592.0K | 0.00% | −2,120−14.2% | Reduced |
| Envestnet Asset Management Inc | 12,435 | $576.4K | 0.00% | +170+1.4% | Added |
| State of Tennessee, Treasury Department | 12,039 | $558.0K | 0.00% | −2,568−17.6% | Reduced |
| Natixis Advisors, L.P. | 11,699 | $542.0K | 0.00% | +11,699 | New |
| Oregon Public Employees Retirement Fund | 11,350 | $526.1K | 0.01% | −430−3.7% | Reduced |
| Wells Fargo & Company | 11,347 | $526.0K | 0.00% | +7,259+177.6% | Added |
| Teachers Retirement System of the State of Kentucky | 11,039 | $512.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,889 | $504.7K | 0.00% | +42+0.4% | Added |
| Arizona State Retirement System | 10,743 | $497.9K | 0.00% | +287+2.7% | Added |
| Jane Street Group, LLC | 10,722 | $497.0K | 0.00% | +6,704+166.8% | Added |
| US Bancorp | 8,934 | $414.1K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,801 | $407.9K | 0.00% | +61+0.7% | Added |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,506 | $394.2K | 0.09% | +380+4.7% | Added |
| Raymond James & Associates | 8,455 | $391.9K | 0.00% | +2,849+50.8% | Added |
| Handelsbanken Fonder AB | 7,900 | $366.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,888 | $365.6K | 0.01% | +7,888 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $360.2K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,336 | $340.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,295 | $338.1K | 0.00% | −130−1.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,145 | $331.2K | 0.01% | −4,155−36.8% | Reduced |
| Avalon Investment & Advisory | 6,772 | $313.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,724 | $311.6K | 0.04% | +2,809+71.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,702 | $310.6K | 0.04% | +6,702 | New |
| PDT Partners, LLC | 6,247 | $289.5K | 0.04% | −7,894−55.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,598 | $259.5K | 0.00% | −10−0.2% | Reduced |
| Icon Wealth Partners, LLC | 5,530 | $256.3K | 0.03% | +5,530 | New |
| Bank of Montreal | 4,389 | $253.6K | 0.00% | +4,389 | New |
| Goodman Financial Corp | 5,416 | $251.0K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,181 | $240.1K | 0.00% | −458−8.1% | Reduced |
| Callahan Advisors, LLC | 5,089 | $235.9K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,961 | $229.9K | 0.00% | +730+17.3% | Added |
| Segment Wealth Management, LLC | 4,951 | $229.5K | 0.03% | +31+0.6% | Added |
| Weil Company, Inc. | 4,950 | $229.4K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 4,852 | $225.0K | 0.00% | +4,852 | New |
| Centiva Capital, LP | 4,800 | $222.5K | 0.01% | +4,800 | New |
| Everence Capital Management Inc | 4,740 | $220.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,901 | $215.7K | 0.00% | +4,901 | New |
| Trail Ridge Investment Advisors, LLC | 4,604 | $213.4K | 0.14% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,455 | $206.5K | 0.01% | +27+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,934 | $182.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,527 | $163.5K | 0.01% | −732−17.2% | Reduced |
| AdvisorNet Financial, Inc | 2,800 | $129.8K | 0.01% | −4,602−62.2% | Reduced |
| KBC Group NV | 2,780 | $129.0K | 0.00% | −298−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,757 | $127.8K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,679 | $124.2K | 0.01% | +2,679 | New |
| Institutional & Family Asset Management, LLC | 2,579 | $119.5K | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,500 | $115.9K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,283 | $105.8K | 0.01% | +1,189+108.7% | Added |
| Metropolitan Life Insurance Co | 1,987 | $92.1K | 0.00% | −226−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,678 | $77.8K | 0.00% | +470+38.9% | Added |
| Point72 Asset Management, L.P. | 1,474 | $68.3K | 0.00% | +1,472+73,600.0% | Added |
| Tower Research Capital LLC (TRC) | 992 | $46.0K | 0.00% | −1,624−62.1% | Reduced |
| Quadrant Capital Group LLC | 714 | $33.1K | 0.00% | +580+432.8% | Added |
| Exchange Traded Concepts, LLC | 709 | $32.9K | 0.00% | +709 | New |
| Harbor Investment Advisory, LLC | 704 | $32.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 680 | $32.0K | 0.00% | −197−22.5% | Reduced |
| Venturi Wealth Management, LLC | 663 | $30.7K | 0.00% | +663 | New |
| Allspring Global Investments Holdings, LLC | 659 | $30.5K | 0.00% | −596−47.5% | Reduced |
| Point72 Middle East FZE | 645 | $29.9K | 0.00% | −252−28.1% | Reduced |
| Fifth Third Bancorp | 564 | $26.1K | 0.00% | +564 | New |
| CWM, LLC | 514 | $24.0K | 0.00% | +392+321.3% | Added |
| Belpointe Asset Management LLC | 370 | $17.1K | 0.00% | +370 | New |
| Public Employees Retirement System of Ohio | 319 | $15.0K | 0.00% | +32+11.1% | Added |
| TCI Wealth Advisors, Inc. | 287 | $13.3K | 0.00% | +285+14,250.0% | Added |
| STRS Ohio | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 230 | $10.6K | 0.00% | −87−27.4% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $9.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 192 | $8.90K | 0.00% | +192 | New |
| Parkside Financial Bank & Trust | 102 | $4.73K | 0.00% | −4−3.8% | Reduced |
| GWM Advisors LLC | 100 | $4.63K | 0.00% | +100 | New |
| Ellevest, Inc. | 64 | $2.97K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 55 | $2.55K | 0.00% | +47+587.5% | Added |
| Massmutual Trust Co FSB | 54 | $2.50K | 0.00% | +54 | New |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.25K | 0.00% | +3+12.5% | Added |
| Schubert & Co | 23 | $1.07K | 0.00% | +7+43.8% | Added |
| Toronto Dominion Bank | 13 | $1.00K | 0.00% | +13 | New |
| Glassman Wealth Services | 20 | $927 | 0.00% | +20 | New |
| Proequities, Inc. | 19 | $880 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $703 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $325 | 0.00% | −3−30.0% | Reduced |
| Disciplined Investments, LLC | 6 | $278 | 0.00% | −1−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $186 | 0.00% | −24−85.7% | Reduced |
| Steward Financial Group LLC | 21 | $0 | 0.00% | +3+16.7% | Added |
| Cerity Partners LLC | 752 | – | – | +752 | New |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −118,732−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −103,800−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −61,901−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,502−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −13,492−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,301−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,973−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |