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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, Q3 2023

Institutional positions in Independent Bank Group, Inc. as of Sep 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
184
+6 vs. Q2 2023
Shares held
31.6M
+583.0K (+1.9%) vs. Q2 2023
Total value
$1.25B
+$176.3M (+16.4%) vs. Q2 2023
New holders
22
65 more added
Sold out
16
68 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 184 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 heldQ3 2023: $1.25B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q2 2023.

Institutions holding IBTX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,740,494$227.0M0.01%−16,438−0.3%Reduced
Vanguard Group Inc4,158,056$164.5M0.00%−3,950−0.1%Reduced
FMR LLC3,711,543$146.8M0.01%+414,666+12.6%Added
Dimensional Fund Advisors LP2,074,358$82.0M0.03%−213,441−9.3%Reduced
State Street Corp1,798,777$71.1M0.00%−203,472−10.2%Reduced
T. Rowe Price Investment Management, Inc.1,167,929$46.2M0.03%−50,734−4.2%Reduced
Geode Capital Management, LLC776,591$30.7M0.00%+35,822+4.8%Added
Macquarie Group Ltd749,464$29.6M0.04%+30,121+4.2%Added
Manufacturers Life Insurance Company, The734,859$29.1M0.02%+4,494+0.6%Added
Royce & Associates LP625,258$24.7M0.25%+132,182+26.8%Added
Holocene Advisors, LP622,104$24.6M0.11%+458,654+280.6%Added
Millennium Management LLC570,228$22.6M0.02%+434,895+321.4%Added
Morgan Stanley493,513$19.5M0.00%+9,496+2.0%Added
FJ Capital Management LLC416,085$16.5M1.86%+416,085New
Northern Trust Corp414,130$16.4M0.00%−2,079−0.5%Reduced
Charles Schwab Investment Management Inc400,398$15.8M0.00%+33,952+9.3%Added
Bank of New York Mellon Corp386,431$15.3M0.00%−9,357−2.4%Reduced
American Century Companies Inc340,899$13.5M0.01%−620,479−64.5%Reduced
HighTower Advisors, LLC301,005$11.9M0.02%−183−0.1%Reduced
Norges Bank272,475$10.8M0.00%−105,646−27.9%Reduced
Goldman Sachs Group Inc242,272$9.58M0.00%+21,509+9.7%Added
Alliancebernstein L.P.234,109$9.26M0.00%−290,124−55.3%Reduced
Bank of America Corp227,465$9.00M0.00%+16,416+7.8%Added
Peregrine Capital Management LLC208,468$8.24M0.25%−8,931−4.1%Reduced
Principal Financial Group Inc193,841$7.67M0.01%−8,173−4.0%Reduced
Chartwell Investment Partners, LLC162,439$6.42M0.25%−7,158−4.2%Reduced
Adage Capital Partners GP, L.L.C.159,944$6.33M0.01%+159,944New
Ameriprise Financial Inc157,130$6.21M0.00%+4,974+3.3%Added
Hotchkis & Wiley Capital Management LLC140,710$5.57M0.02%+140,710New
Hodges Capital Management Inc.138,823$5.49M0.65%−7,568−5.2%Reduced
Truist Financial Corp137,869$5.45M0.01%−90−0.1%Reduced
Bessemer Group Inc121,355$4.80M0.01%+5,727+5.0%Added
Rhumbline Advisers115,067$4.55M0.01%−10,298−8.2%Reduced
Invesco Ltd.111,505$4.41M0.00%−98,831−47.0%Reduced
Bridgeway Capital Management, LLC109,163$4.32M0.10%+7,742+7.6%Added
Two Sigma Advisers, LP108,400$4.29M0.01%+19,500+21.9%Added
SEI Investments Co106,902$4.23M0.01%−54,780−33.9%Reduced
Tudor Investment Corp Et Al103,891$4.11M0.06%+728+0.7%Added
First Dallas Securities Inc.101,039$4.00M0.92%+101,039New
Legal & General Group Plc99,375$3.93M0.00%−2,505−2.5%Reduced
Nuveen Asset Management, LLC97,361$3.85M0.00%−767−0.8%Reduced
Weiss Multi-Strategy Advisers LLC95,000$3.76M0.09%+95,000New
Empowered Funds, LLC94,213$3.73M0.11%+7,326+8.4%Added
Two Sigma Investments, LP90,321$3.57M0.01%+60,926+207.3%Added
State of Wisconsin Investment Board84,609$3.35M0.01%−4,852−5.4%Reduced
First Trust Advisors LP83,375$3.30M0.00%+5,268+6.7%Added
Swiss National Bank81,722$3.23M0.00%+800+1.0%Added
Russell Investments Group, Ltd.79,357$3.14M0.01%+25,031+46.1%Added
Renaissance Technologies LLC76,243$3.02M0.01%+13,800+22.1%Added
Voloridge Investment Management, LLC75,612$2.99M0.01%−6,998−8.5%Reduced
Prudential Financial Inc72,654$2.87M0.00%−2,978−3.9%Reduced
Royal Bank of Canada71,974$2.85M0.00%−11,444−13.7%Reduced
Barclays PLC67,267$2.66M0.00%−4,964−6.9%Reduced
Trexquant Investment LP56,212$2.22M0.06%+22,604+67.3%Added
Elizabeth Park Capital Advisors, Ltd.53,075$2.10M1.73%+53,075New
Credit Suisse AG49,349$1.95M0.00%−1,985−3.9%Reduced
Squarepoint Ops LLC46,635$1.84M0.01%−24,533−34.5%Reduced
JPMorgan Chase & Co45,238$1.79M0.00%−22,541−33.3%Reduced
Public Sector Pension Investment Board44,396$1.76M0.01%−18,620−29.5%Reduced
California State Teachers Retirement System40,842$1.62M0.00%−2,895−6.6%Reduced
Dark Forest Capital Management LP39,584$1.57M0.13%+21,002+113.0%Added
D. E. Shaw & Co., Inc.39,527$1.56M0.00%−17,846−31.1%Reduced
Gsa Capital Partners LLP37,428$1.48M0.13%+26,714+249.3%Added
Rafferty Asset Management, LLC36,927$1.46M0.01%−18,562−33.5%Reduced
PDT Partners, LLC36,751$1.45M0.18%−9,770−21.0%Reduced
Thrivent Financial for Lutherans32,858$1.30M0.00%−1,104−3.3%Reduced
Great West Life Assurance Co32,022$1.26M0.00%+451+1.4%Added
UBS Asset Management Americas Inc31,610$1.25M0.00%00.0%Unchanged
Marshall Wace, LLP31,453$1.24M0.00%−7,401−19.0%Reduced
Citigroup Inc31,395$1.24M0.00%−26,895−46.1%Reduced
UBS Group AG31,201$1.23M0.00%+12,378+65.8%Added
Franklin Resources Inc31,130$1.23M0.00%−20,344−39.5%Reduced
Texas Permanent School Fund30,492$1.21M0.01%−754−2.4%Reduced
Howard Financial Services, Ltd.27,354$1.08M0.25%+234+0.9%Added
Linscomb & Williams, Inc.27,160$1.07M0.06%00.0%Unchanged
Continental Advisors LLC24,918$985.5K0.89%−6,500−20.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,014$949.8K0.01%−16,116−40.2%Reduced
SG Americas Securities, LLC23,217$918.0K0.01%+13,443+137.5%Added
HRT Financial LP22,478$889.0K0.01%−14,358−39.0%Reduced
State of Alaska, Department of Revenue22,364$884.0K0.01%−995−4.3%Reduced
Illinois Municipal Retirement Fund21,966$869.0K0.02%+21,966New
Jane Street Group, LLC20,736$820.1K0.00%+20,736New
Cambridge Investment Research Advisors, Inc.20,459$809.0K0.00%+295+1.5%Added
Janus Henderson Group PLC20,094$793.9K0.00%+20.0%Added
American International Group, Inc.19,846$784.9K0.01%+446+2.3%Added
Price T Rowe Associates Inc19,804$784.0K0.00%+1,609+8.8%Added
Citadel Advisors LLC19,762$781.6K0.00%+12,713+180.4%Added
State of Tennessee, Treasury Department19,208$759.7K0.00%00.0%Unchanged
MetLife Investment Management18,855$745.7K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA18,769$742.3K0.00%+8,901+90.2%Added
Louisiana State Employees Retirement System18,300$723.8K0.02%−300−1.6%Reduced
Private Capital Management LLC18,234$721.2K0.21%+70.0%Added
Yousif Capital Management, LLC17,917$708.6K0.01%−1,036−5.5%Reduced
Advisor Group Holdings, Inc.17,782$703.3K0.00%+6,892+63.3%Added
Deutsche Bank AG17,722$700.9K0.00%+1,579+9.8%Added
Comerica Bank17,246$682.1K0.00%+17,246New
Emerald Mutual Fund Advisers Trust16,946$670.2K0.04%00.0%Unchanged
Susquehanna International Group, LLP16,748$662.4K0.00%−5,188−23.7%Reduced
Tectonic Advisors LLC16,596$656.4K0.06%+8,168+96.9%Added
Ensign Peak Advisors, Inc16,560$654.9K0.00%00.0%Unchanged