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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, Q2 2023

Institutional positions in Independent Bank Group, Inc. as of Jun 30, 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
179
−8 vs. Q1 2023
Shares held
31.1M
+229.7K (+0.7%) vs. Q1 2023
Total value
$1.08B
−$355.9M (−24.8%) vs. Q1 2023
New holders
28
73 more added
Sold out
36
54 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 179 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 heldQ2 2023: $1.08B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q1 2023.

Institutions holding IBTX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,756,932$198.8M0.01%+5,232+0.1%Added
Vanguard Group Inc4,162,006$143.7M0.00%−55,448−1.3%Reduced
FMR LLC3,296,877$113.8M0.01%+650,211+24.6%Added
Dimensional Fund Advisors LP2,287,799$79.0M0.03%−350,230−13.3%Reduced
State Street Corp2,002,249$69.1M0.00%+313,039+18.5%Added
T. Rowe Price Investment Management, Inc.1,218,663$42.1M0.03%+9,481+0.8%Added
American Century Companies Inc961,378$33.2M0.03%+31,582+3.4%Added
Geode Capital Management, LLC740,769$25.6M0.00%+25,220+3.5%Added
Manufacturers Life Insurance Company, The730,365$25.2M0.01%+298,044+68.9%Added
Macquarie Group Ltd719,343$24.8M0.03%+9,117+1.3%Added
Alliancebernstein L.P.524,233$18.1M0.01%−458−0.1%Reduced
Royce & Associates LP493,076$17.0M0.17%+26,919+5.8%Added
Morgan Stanley484,017$16.7M0.00%+92,729+23.7%Added
Northern Trust Corp416,209$14.4M0.00%+20,134+5.1%Added
Bank of New York Mellon Corp395,788$13.7M0.00%−3,589−0.9%Reduced
Norges Bank378,121$13.1M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc366,446$12.7M0.00%+27,457+8.1%Added
HighTower Advisors, LLC301,188$10.4M0.02%+25,537+9.3%Added
Goldman Sachs Group Inc220,763$7.62M0.00%−242,995−52.4%Reduced
Peregrine Capital Management LLC217,399$7.51M0.20%+217,399New
Bank of America Corp211,049$7.29M0.00%+5,570+2.7%Added
Invesco Ltd.210,336$7.26M0.00%+25,229+13.6%Added
Hodges Capital Management Inc.146,391$7.20M0.42%+146,391New
Principal Financial Group Inc202,014$6.98M0.00%−12,161−5.7%Reduced
Chartwell Investment Partners, LLC169,597$5.86M0.21%−5,729−3.3%Reduced
Holocene Advisors, LP163,450$5.64M0.02%−72,903−30.8%Reduced
SEI Investments Co161,682$5.58M0.01%+58,255+56.3%Added
Ameriprise Financial Inc152,156$5.25M0.00%−236,981−60.9%Reduced
Truist Financial Corp137,959$4.76M0.01%+69+0.1%Added
Millennium Management LLC135,333$4.67M0.00%+49,570+57.8%Added
Capital Research Global Investors132,402$4.57M0.00%−1,212,197−90.2%Reduced
Rhumbline Advisers125,365$4.33M0.00%−2,371−1.9%Reduced
Bessemer Group Inc115,628$3.99M0.01%+41,511+56.0%Added
Tudor Investment Corp Et Al103,163$3.56M0.06%−966−0.9%Reduced
Legal & General Group Plc101,880$3.52M0.00%−2,270−2.2%Reduced
Bridgeway Capital Management, LLC101,421$3.50M0.08%+67,216+196.5%Added
Nuveen Asset Management, LLC98,128$3.39M0.00%00.0%Unchanged
State of Wisconsin Investment Board89,461$3.09M0.01%−2,532−2.8%Reduced
Two Sigma Advisers, LP88,900$3.07M0.01%+37,000+71.3%Added
Empowered Funds, LLC86,887$3.00M0.11%+86,887New
EA Series Trust86,887$3.00M0.11%+86,887New
Royal Bank of Canada83,418$2.88M0.00%−8,038−8.8%Reduced
Voloridge Investment Management, LLC82,610$2.85M0.01%+41,631+101.6%Added
Healthcare of Ontario Pension Plan Trust Fund82,200$2.84M0.01%+82,200New
Swiss National Bank80,922$2.79M0.00%+900+1.1%Added
First Trust Advisors LP78,107$2.70M0.00%+17,615+29.1%Added
Prudential Financial Inc75,632$2.61M0.00%+16,166+27.2%Added
Barclays PLC72,231$2.49M0.00%+40,497+127.6%Added
Squarepoint Ops LLC71,168$2.46M0.01%+37,499+111.4%Added
Qube Research & Technologies Ltd70,008$2.42M0.01%+23,102+49.3%Added
JPMorgan Chase & Co67,779$2.34M0.00%−7,722−10.2%Reduced
Public Sector Pension Investment Board63,016$2.18M0.02%+713+1.1%Added
Renaissance Technologies LLC62,443$2.16M0.00%+20,500+48.9%Added
Citigroup Inc58,290$2.01M0.00%+41,969+257.1%Added
D. E. Shaw & Co., Inc.57,373$1.98M0.00%+2,838+5.2%Added
Rafferty Asset Management, LLC55,489$1.92M0.01%+36,551+193.0%Added
Russell Investments Group, Ltd.54,326$1.88M0.00%+25,977+91.6%Added
Franklin Resources Inc51,474$1.78M0.00%+51,474New
Credit Suisse AG51,334$1.77M0.00%+19,084+59.2%Added
PDT Partners, LLC46,521$1.61M0.22%+40,274+644.7%Added
Cubist Systematic Strategies, LLC45,094$1.56M0.02%+13,696+43.6%Added
California State Teachers Retirement System43,737$1.51M0.00%−2,152−4.7%Reduced
UBS Asset Management Americas Inc31,610$1.47M0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,130$1.39M0.01%+2,622+7.0%Added
Marshall Wace, LLP38,854$1.34M0.00%+38,854New
HRT Financial LP36,836$1.27M0.01%−2,903−7.3%Reduced
Numerai GP LLC34,496$1.19M0.24%+18,375+114.0%Added
Thrivent Financial for Lutherans33,962$1.17M0.00%−1,144−3.3%Reduced
Trexquant Investment LP33,608$1.16M0.03%+33,608New
Great West Life Assurance Co31,571$1.09M0.00%−2,303−6.8%Reduced
Continental Advisors LLC31,418$1.08M0.96%+31,418New
Texas Permanent School Fund31,246$1.08M0.01%−523−1.6%Reduced
Two Sigma Investments, LP29,395$1.02M0.00%−56,209−65.7%Reduced
Linscomb & Williams, Inc.27,160$937.8K0.05%00.0%Unchanged
Howard Financial Services, Ltd.27,120$936.5K0.22%+282+1.1%Added
State of Alaska, Department of Revenue23,359$806.0K0.01%−899−3.7%Reduced
Cornercap Investment Counsel Inc22,406$773.7K0.13%+83+0.4%Added
Susquehanna International Group, LLP21,936$757.5K0.00%−6,497−22.9%Reduced
Cambridge Investment Research Advisors, Inc.20,164$696.0K0.00%+4,311+27.2%Added
Janus Henderson Group PLC20,092$693.3K0.00%−17−0.1%Reduced
American International Group, Inc.19,400$669.9K0.00%−118−0.6%Reduced
State of Tennessee, Treasury Department19,208$663.3K0.00%+7,169+59.5%Added
Yousif Capital Management, LLC18,953$654.4K0.01%−1,067−5.3%Reduced
MetLife Investment Management18,855$651.1K0.00%00.0%Unchanged
UBS Group AG18,823$650.0K0.00%−3,858−17.0%Reduced
Louisiana State Employees Retirement System18,600$642.3K0.01%+2,100+12.7%Added
Dark Forest Capital Management LP18,582$641.6K0.07%+18,582New
Private Capital Management LLC18,227$629.4K0.18%−5,701−23.8%Reduced
Price T Rowe Associates Inc18,195$629.0K0.00%+413+2.3%Added
Wells Fargo & Company17,525$605.1K0.00%+6,178+54.4%Added
Doliver Advisors, LP16,977$586.2K0.18%+2,310+15.7%Added
Emerald Mutual Fund Advisers Trust16,946$585.1K0.03%+16,946New
Ensign Peak Advisors, Inc16,560$571.8K0.00%00.0%Unchanged
STRS Ohio16,300$562.0K0.00%+16,000+5,333.3%Added
Deutsche Bank AG16,143$557.4K0.00%−9,290−36.5%Reduced
King Luther Capital Management Corp16,000$552.5K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.15,784$545.0K0.00%00.0%Unchanged
Captrust Financial Advisors15,486$534.7K0.00%−672−4.2%Reduced
Raymond James & Associates15,391$531.5K0.00%+6,936+82.0%Added
New York State Common Retirement Fund14,800$511.0K0.00%−4,024−21.4%Reduced