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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 0 | $12 | 0.00% | −15−100.0% | Reduced |
| Disciplined Investments, LLC | 7 | $242 | 0.00% | +1+16.7% | Added |
| Farther Finance Advisors, LLC | 7 | $242 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $277 | 0.00% | +1+14.3% | Added |
| Abound Wealth Management | 9 | $311 | 0.00% | +9 | New |
| Proequities, Inc. | 19 | $656 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $657 | 0.00% | +15+375.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $932 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 42 | $1.45K | 0.00% | +42 | New |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $2.38K | 0.00% | +14+25.5% | Added |
| Parallel Advisors, LLC | 111 | $3.83K | 0.00% | +111 | New |
| Quarry LP | 136 | $4.70K | 0.00% | +136 | New |
| Red Tortoise LLC | 155 | $5.35K | 0.00% | +155 | New |
| EverSource Wealth Advisors, LLC | 159 | $5.49K | 0.00% | −33−17.2% | Reduced |
| Huntington National Bank | 179 | $6.18K | 0.00% | +179 | New |
| Nisa Investment Advisors, LLC | 185 | $6.39K | 0.00% | −495−72.8% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $6.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 228 | $7.87K | 0.00% | +126+123.5% | Added |
| Versant Capital Management, Inc | 246 | $8.49K | 0.00% | +16+7.0% | Added |
| Public Employees Retirement System of Ohio | 407 | $14.0K | 0.00% | +88+27.6% | Added |
| Point72 Asset Management, L.P. | 484 | $16.7K | 0.00% | −990−67.2% | Reduced |
| Massmutual Trust Co FSB | 501 | $17.3K | 0.00% | +447+827.8% | Added |
| Venturi Wealth Management, LLC | 663 | $22.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 704 | $24.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 846 | $29.2K | 0.00% | +846 | New |
| Fifth Third Bancorp | 981 | $33.9K | 0.00% | +417+73.9% | Added |
| Signaturefd, LLC | 1,010 | $34.9K | 0.00% | +1,010 | New |
| Simplex Trading, LLC | 1,301 | $44.0K | 0.00% | +1,301 | New |
| Quadrant Capital Group LLC | 1,308 | $45.2K | 0.00% | +594+83.2% | Added |
| CWM, LLC | 1,391 | $48.0K | 0.00% | +877+170.6% | Added |
| The PNC Financial Services Group, Inc. | 1,802 | $62.2K | 0.00% | +124+7.4% | Added |
| Metropolitan Life Insurance Co | 1,987 | $68.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,500 | $86.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $89.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,780 | $96.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,800 | $96.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,990 | $103.2K | 0.00% | +233+8.5% | Added |
| Amundi | 4,491 | $161.6K | 0.00% | −410−8.4% | Reduced |
| Icon Wealth Partners, LLC | 5,530 | $191.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,582 | $192.7K | 0.01% | +4,590+462.7% | Added |
| PEAK6 Investments LLC | 5,746 | $198.4K | 0.02% | +3,067+114.5% | Added |
| Point72 Middle East FZE | 5,855 | $202.2K | 0.01% | +5,210+807.8% | Added |
| Mutual of America Capital Management LLC | 6,935 | $239.5K | 0.00% | −360−4.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,957 | $240.2K | 0.00% | +1,359+24.3% | Added |
| Kestra Advisory Services, LLC | 7,042 | $243.2K | 0.00% | +7,042 | New |
| Citadel Advisors LLC | 7,049 | $243.4K | 0.00% | −11,755−62.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,145 | $246.7K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $273.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,984 | $275.7K | 0.01% | +7,984 | New |
| Mariner, LLC | 8,065 | $278.5K | 0.00% | +3,213+66.2% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $279.7K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 8,422 | $290.8K | 0.00% | −512−5.7% | Reduced |
| Tectonic Advisors LLC | 8,428 | $291.0K | 0.04% | +8,428 | New |
| CFO4Life Group, LLC | 8,597 | $296.8K | 0.06% | +91+1.1% | Added |
| Guggenheim Capital LLC | 8,759 | $302.4K | 0.00% | −42−0.5% | Reduced |
| Envestnet Asset Management Inc | 9,333 | $322.3K | 0.00% | −3,102−24.9% | Reduced |
| Quadrature Capital Ltd | 9,458 | $326.1K | 0.01% | −7,030−42.6% | Reduced |
| SG Americas Securities, LLC | 9,774 | $337.0K | 0.00% | −5,801−37.2% | Reduced |
| BNP Paribas Arbitrage, SA | 9,868 | $340.7K | 0.00% | −9,848−49.9% | Reduced |
| CWM Advisors, LLC | 10,042 | $346.7K | 0.04% | +3,318+49.3% | Added |
| New York State Teachers Retirement System | 10,177 | $351.0K | 0.00% | −2,603−20.4% | Reduced |
| State Board of Administration of Florida Retirement System | 10,276 | $354.8K | 0.00% | +2,940+40.1% | Added |
| CI Private Wealth, LLC | 10,401 | $359.1K | 0.00% | +10,401 | New |
| Arizona State Retirement System | 10,436 | $360.4K | 0.00% | −307−2.9% | Reduced |
| Gsa Capital Partners LLP | 10,714 | $370.0K | 0.04% | −3,760−26.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,890 | $376.0K | 0.00% | +10.0% | Added |
| Oregon Public Employees Retirement Fund | 11,050 | $381.6K | 0.00% | −300−2.6% | Reduced |
| Caxton Associates LP | 11,598 | $400.5K | 0.06% | +11,598 | New |
| Teachers Retirement System of the State of Kentucky | 11,660 | $403.0K | 0.00% | +621+5.6% | Added |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 12,388 | $427.8K | 0.05% | −79,471−86.5% | Reduced |
| Victory Capital Management Inc | 12,469 | $430.6K | 0.00% | −2,290−15.5% | Reduced |
| LPL Financial LLC | 13,337 | $460.5K | 0.00% | −99−0.7% | Reduced |
| Maryland State Retirement & Pension System | 13,831 | $477.6K | 0.01% | −435−3.0% | Reduced |
| Amalgamated Bank | 14,311 | $494.0K | 0.00% | −619−4.1% | Reduced |
| Voya Investment Management LLC | 14,658 | $506.1K | 0.00% | +459+3.2% | Added |
| New York State Common Retirement Fund | 14,800 | $511.0K | 0.00% | −4,024−21.4% | Reduced |
| Raymond James & Associates | 15,391 | $531.5K | 0.00% | +6,936+82.0% | Added |
| Captrust Financial Advisors | 15,486 | $534.7K | 0.00% | −672−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,784 | $545.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,000 | $552.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 16,143 | $557.4K | 0.00% | −9,290−36.5% | Reduced |
| STRS Ohio | 16,300 | $562.0K | 0.00% | +16,000+5,333.3% | Added |
| Ensign Peak Advisors, Inc | 16,560 | $571.8K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 16,946 | $585.1K | 0.03% | +16,946 | New |
| Doliver Advisors, LP | 16,977 | $586.2K | 0.18% | +2,310+15.7% | Added |
| Wells Fargo & Company | 17,525 | $605.1K | 0.00% | +6,178+54.4% | Added |
| Price T Rowe Associates Inc | 18,195 | $629.0K | 0.00% | +413+2.3% | Added |
| Private Capital Management LLC | 18,227 | $629.4K | 0.18% | −5,701−23.8% | Reduced |
| Dark Forest Capital Management LP | 18,582 | $641.6K | 0.07% | +18,582 | New |
| Louisiana State Employees Retirement System | 18,600 | $642.3K | 0.01% | +2,100+12.7% | Added |
| UBS Group AG | 18,823 | $650.0K | 0.00% | −3,858−17.0% | Reduced |
| MetLife Investment Management | 18,855 | $651.1K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,953 | $654.4K | 0.01% | −1,067−5.3% | Reduced |
| State of Tennessee, Treasury Department | 19,208 | $663.3K | 0.00% | +7,169+59.5% | Added |
| American International Group, Inc. | 19,400 | $669.9K | 0.00% | −118−0.6% | Reduced |
| Janus Henderson Group PLC | 20,092 | $693.3K | 0.00% | −17−0.1% | Reduced |