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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.

Q2 2023 vs. Q1 2023

How the institutions holding Independent Bank Group, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of IBTX: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1892179−8
Shares30.9M25.6K31.1M+229.7K (+0.7%)
Value$1.43B$1.19M$1.08B−$355.9M (−24.8%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Independent Bank Group, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to IBTX in Q2 2023
InstitutionSharesValue% of portfolio
Peregrine Capital Management LLC217,399$7.51M0.20%
Hodges Capital Management Inc.146,391$7.20M0.42%
Empowered Funds, LLC86,887$3.00M0.11%
EA Series Trust86,887$3.00M0.11%
Healthcare of Ontario Pension Plan Trust Fund82,200$2.84M0.01%
Franklin Resources Inc51,474$1.78M0.00%
Marshall Wace, LLP38,854$1.34M0.00%
Trexquant Investment LP33,608$1.16M0.03%
Continental Advisors LLC31,418$1.08M0.96%
Dark Forest Capital Management LP18,582$641.6K0.07%
Emerald Mutual Fund Advisers Trust16,946$585.1K0.03%
Caxton Associates LP11,598$400.5K0.06%
CI Private Wealth, LLC10,401$359.1K0.00%
Tectonic Advisors LLC8,428$291.0K0.04%
Engineers Gate Manager LP7,984$275.7K0.01%
Kestra Advisory Services, LLC7,042$243.2K0.00%
Simplex Trading, LLC1,301$44.0K0.00%
Signaturefd, LLC1,010$34.9K0.00%
Steward Partners Investment Advisory, LLC846$29.2K0.00%
Huntington National Bank179$6.18K0.00%
Red Tortoise LLC155$5.35K0.00%
Quarry LP136$4.70K0.00%
Parallel Advisors, LLC111$3.83K0.00%
Lindbrook Capital, LLC42$1.45K0.00%
Capital Advisors, Ltd. LLC20$1.00K0.00%
Ronald Blue Trust, Inc.19$1.00K0.00%
Abound Wealth Management9$3110.00%
Farther Finance Advisors, LLC7$2420.00%

Sold out (36)

Institutions that held Independent Bank Group, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (2)

Institutions that held Independent Bank Group, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTX in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC18,851$873.7K
Avalon Investment & Advisory6,772$313.9K