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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 14,658 | $506.1K | 0.00% | +459+3.2% | Added |
| Amalgamated Bank | 14,311 | $494.0K | 0.00% | −619−4.1% | Reduced |
| Maryland State Retirement & Pension System | 13,831 | $477.6K | 0.01% | −435−3.0% | Reduced |
| LPL Financial LLC | 13,337 | $460.5K | 0.00% | −99−0.7% | Reduced |
| Victory Capital Management Inc | 12,469 | $430.6K | 0.00% | −2,290−15.5% | Reduced |
| Keeley-Teton Advisors, LLC | 12,388 | $427.8K | 0.05% | −79,471−86.5% | Reduced |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,660 | $403.0K | 0.00% | +621+5.6% | Added |
| Caxton Associates LP | 11,598 | $400.5K | 0.06% | +11,598 | New |
| Oregon Public Employees Retirement Fund | 11,050 | $381.6K | 0.00% | −300−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 10,890 | $376.0K | 0.00% | +10.0% | Added |
| Gsa Capital Partners LLP | 10,714 | $370.0K | 0.04% | −3,760−26.0% | Reduced |
| Arizona State Retirement System | 10,436 | $360.4K | 0.00% | −307−2.9% | Reduced |
| CI Private Wealth, LLC | 10,401 | $359.1K | 0.00% | +10,401 | New |
| State Board of Administration of Florida Retirement System | 10,276 | $354.8K | 0.00% | +2,940+40.1% | Added |
| New York State Teachers Retirement System | 10,177 | $351.0K | 0.00% | −2,603−20.4% | Reduced |
| CWM Advisors, LLC | 10,042 | $346.7K | 0.04% | +3,318+49.3% | Added |
| BNP Paribas Arbitrage, SA | 9,868 | $340.7K | 0.00% | −9,848−49.9% | Reduced |
| SG Americas Securities, LLC | 9,774 | $337.0K | 0.00% | −5,801−37.2% | Reduced |
| Quadrature Capital Ltd | 9,458 | $326.1K | 0.01% | −7,030−42.6% | Reduced |
| Envestnet Asset Management Inc | 9,333 | $322.3K | 0.00% | −3,102−24.9% | Reduced |
| Guggenheim Capital LLC | 8,759 | $302.4K | 0.00% | −42−0.5% | Reduced |
| CFO4Life Group, LLC | 8,597 | $296.8K | 0.06% | +91+1.1% | Added |
| Tectonic Advisors LLC | 8,428 | $291.0K | 0.04% | +8,428 | New |
| US Bancorp | 8,422 | $290.8K | 0.00% | −512−5.7% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $279.7K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 8,065 | $278.5K | 0.00% | +3,213+66.2% | Added |
| Engineers Gate Manager LP | 7,984 | $275.7K | 0.01% | +7,984 | New |
| Handelsbanken Fonder AB | 7,900 | $273.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,145 | $246.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,049 | $243.4K | 0.00% | −11,755−62.5% | Reduced |
| Kestra Advisory Services, LLC | 7,042 | $243.2K | 0.00% | +7,042 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,957 | $240.2K | 0.00% | +1,359+24.3% | Added |
| Mutual of America Capital Management LLC | 6,935 | $239.5K | 0.00% | −360−4.9% | Reduced |
| Point72 Middle East FZE | 5,855 | $202.2K | 0.01% | +5,210+807.8% | Added |
| PEAK6 Investments LLC | 5,746 | $198.4K | 0.02% | +3,067+114.5% | Added |
| Tower Research Capital LLC (TRC) | 5,582 | $192.7K | 0.01% | +4,590+462.7% | Added |
| Icon Wealth Partners, LLC | 5,530 | $191.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,491 | $161.6K | 0.00% | −410−8.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,990 | $103.2K | 0.00% | +233+8.5% | Added |
| AdvisorNet Financial, Inc | 2,800 | $96.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,780 | $96.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $89.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,500 | $86.3K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,987 | $68.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,802 | $62.2K | 0.00% | +124+7.4% | Added |
| CWM, LLC | 1,391 | $48.0K | 0.00% | +877+170.6% | Added |
| Quadrant Capital Group LLC | 1,308 | $45.2K | 0.00% | +594+83.2% | Added |
| Simplex Trading, LLC | 1,301 | $44.0K | 0.00% | +1,301 | New |
| Signaturefd, LLC | 1,010 | $34.9K | 0.00% | +1,010 | New |
| Fifth Third Bancorp | 981 | $33.9K | 0.00% | +417+73.9% | Added |
| Steward Partners Investment Advisory, LLC | 846 | $29.2K | 0.00% | +846 | New |
| Harbor Investment Advisory, LLC | 704 | $24.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 663 | $22.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 501 | $17.3K | 0.00% | +447+827.8% | Added |
| Point72 Asset Management, L.P. | 484 | $16.7K | 0.00% | −990−67.2% | Reduced |
| Public Employees Retirement System of Ohio | 407 | $14.0K | 0.00% | +88+27.6% | Added |
| Versant Capital Management, Inc | 246 | $8.49K | 0.00% | +16+7.0% | Added |
| Parkside Financial Bank & Trust | 228 | $7.87K | 0.00% | +126+123.5% | Added |
| Nomura Asset Management Co Ltd | 200 | $6.91K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 185 | $6.39K | 0.00% | −495−72.8% | Reduced |
| Huntington National Bank | 179 | $6.18K | 0.00% | +179 | New |
| EverSource Wealth Advisors, LLC | 159 | $5.49K | 0.00% | −33−17.2% | Reduced |
| Red Tortoise LLC | 155 | $5.35K | 0.00% | +155 | New |
| Quarry LP | 136 | $4.70K | 0.00% | +136 | New |
| Parallel Advisors, LLC | 111 | $3.83K | 0.00% | +111 | New |
| Bell Investment Advisors, Inc | 69 | $2.38K | 0.00% | +14+25.5% | Added |
| FinTrust Capital Advisors, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 42 | $1.45K | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 27 | $932 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $657 | 0.00% | +15+375.0% | Added |
| Proequities, Inc. | 19 | $656 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $311 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $277 | 0.00% | +1+14.3% | Added |
| Disciplined Investments, LLC | 7 | $242 | 0.00% | +1+16.7% | Added |
| Farther Finance Advisors, LLC | 7 | $242 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 0 | $12 | 0.00% | −15−100.0% | Reduced |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −135,135−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −26,137−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −25,889−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −18,218−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,571−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,508−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,702−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| Goodman Financial Corp | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −5,089−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −4,961−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −4,604−100.0% | Sold out |