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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 7 | $277 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $356 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $436 | 0.00% | +3+37.5% | Added |
| Lindbrook Capital, LLC | 14 | $554 | 0.00% | −28−66.7% | Reduced |
| FinTrust Capital Advisors, LLC | 23 | $910 | 0.00% | −6−20.7% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 33 | $1.00K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 27 | $1.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.27K | 0.00% | +13+68.4% | Added |
| Allworth Financial LP | 32 | $1.27K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 48 | $1.90K | 0.00% | −21−30.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.64K | 0.00% | +92 | New |
| Parallel Advisors, LLC | 121 | $4.79K | 0.00% | +10+9.0% | Added |
| Red Tortoise LLC | 155 | $6.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $7.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 185 | $7.32K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 192 | $7.59K | 0.00% | +33+20.8% | Added |
| Nomura Asset Management Co Ltd | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 213 | $8.43K | 0.00% | −15−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 472 | $19.0K | 0.00% | +65+16.0% | Added |
| Massmutual Trust Co FSB | 547 | $21.6K | 0.00% | +46+9.2% | Added |
| Versant Capital Management, Inc | 622 | $24.6K | 0.01% | +376+152.8% | Added |
| Venturi Wealth Management, LLC | 663 | $26.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 729 | $28.8K | 0.00% | +245+50.6% | Added |
| Steward Partners Investment Advisory, LLC | 846 | $33.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 978 | $38.7K | 0.00% | −3−0.3% | Reduced |
| KBC Group NV | 1,304 | $52.0K | 0.00% | −1,476−53.1% | Reduced |
| NBC Securities, Inc. | 1,399 | $55.0K | 0.01% | +1,399 | New |
| CWM, LLC | 1,475 | $58.0K | 0.00% | +84+6.0% | Added |
| Tower Research Capital LLC (TRC) | 1,481 | $58.6K | 0.00% | −4,101−73.5% | Reduced |
| Signaturefd, LLC | 1,513 | $59.8K | 0.00% | +503+49.8% | Added |
| Quadrant Capital Group LLC | 1,561 | $61.7K | 0.01% | +253+19.3% | Added |
| Metropolitan Life Insurance Co | 2,087 | $82.5K | 0.00% | +100+5.0% | Added |
| American National Bank | 2,500 | $98.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $102.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,727 | $107.9K | 0.00% | +925+51.3% | Added |
| AdvisorNet Financial, Inc | 2,800 | $110.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,597 | $142.3K | 0.01% | +607+20.3% | Added |
| PEAK6 Investments LLC | 4,030 | $159.4K | 0.01% | −1,716−29.9% | Reduced |
| Amundi | 4,491 | $169.7K | 0.00% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,091 | $201.3K | 0.03% | +5,091 | New |
| Evergreen Capital Management LLC | 5,151 | $203.7K | 0.01% | +5,151 | New |
| Goodman Financial Corp | 5,416 | $214.2K | 0.06% | +5,416 | New |
| ProShare Advisors LLC | 5,504 | $217.7K | 0.00% | +5,504 | New |
| Cubist Systematic Strategies, LLC | 5,523 | $218.4K | 0.00% | −39,571−87.8% | Reduced |
| Icon Wealth Partners, LLC | 5,530 | $218.7K | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,586 | $220.9K | 0.01% | +5,586 | New |
| Ethic Inc. | 5,720 | $226.2K | 0.01% | +5,720 | New |
| Mutual of America Capital Management LLC | 6,296 | $249.0K | 0.00% | −639−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,957 | $275.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,051 | $278.9K | 0.00% | −1,371−16.3% | Reduced |
| Engineers Gate Manager LP | 7,104 | $281.0K | 0.01% | −880−11.0% | Reduced |
| Mariner, LLC | 7,364 | $291.2K | 0.00% | −701−8.7% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $307.4K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $312.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,549 | $338.1K | 0.00% | −210−2.4% | Reduced |
| CFO4Life Group, LLC | 8,669 | $342.9K | 0.08% | +72+0.8% | Added |
| Capstone Investment Advisors, LLC | 9,088 | $359.4K | 0.01% | +9,088 | New |
| CWM Advisors, LLC | 9,089 | $359.5K | 0.05% | −953−9.5% | Reduced |
| XTX Topco Ltd | 9,198 | $363.8K | 0.06% | +9,198 | New |
| Kestra Advisory Services, LLC | 9,488 | $375.3K | 0.00% | +2,446+34.7% | Added |
| New York State Teachers Retirement System | 9,777 | $387.0K | 0.00% | −400−3.9% | Reduced |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,307 | $406.0K | 0.00% | +10,307 | New |
| State Board of Administration of Florida Retirement System | 10,336 | $408.8K | 0.00% | +60+0.6% | Added |
| Arizona State Retirement System | 10,578 | $418.4K | 0.00% | +142+1.4% | Added |
| Oregon Public Employees Retirement Fund | 10,650 | $421.2K | 0.01% | −400−3.6% | Reduced |
| Wells Fargo & Company | 10,859 | $429.5K | 0.00% | −6,666−38.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,660 | $461.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,687 | $462.2K | 0.00% | +1,286+12.4% | Added |
| Envestnet Asset Management Inc | 12,243 | $484.2K | 0.00% | +2,910+31.2% | Added |
| Maryland State Retirement & Pension System | 13,230 | $523.2K | 0.01% | −601−4.3% | Reduced |
| LPL Financial LLC | 13,380 | $529.2K | 0.00% | +43+0.3% | Added |
| Amalgamated Bank | 13,972 | $553.0K | 0.00% | −339−2.4% | Reduced |
| Doliver Advisors, LP | 14,642 | $579.1K | 0.17% | −2,335−13.8% | Reduced |
| New York State Common Retirement Fund | 14,810 | $585.7K | 0.00% | +10+0.1% | Added |
| Voya Investment Management LLC | 14,833 | $586.6K | 0.00% | +175+1.2% | Added |
| Victory Capital Management Inc | 14,842 | $587.0K | 0.00% | +2,373+19.0% | Added |
| Qube Research & Technologies Ltd | 15,643 | $618.7K | 0.00% | −54,365−77.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,784 | $624.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,811 | $625.3K | 0.00% | +325+2.1% | Added |
| King Luther Capital Management Corp | 16,000 | $632.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,282 | $644.0K | 0.00% | +891+5.8% | Added |
| STRS Ohio | 16,300 | $644.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,560 | $654.9K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 16,596 | $656.4K | 0.06% | +8,168+96.9% | Added |
| Susquehanna International Group, LLP | 16,748 | $662.4K | 0.00% | −5,188−23.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 16,946 | $670.2K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 17,246 | $682.1K | 0.00% | +17,246 | New |
| Deutsche Bank AG | 17,722 | $700.9K | 0.00% | +1,579+9.8% | Added |
| Advisor Group Holdings, Inc. | 17,782 | $703.3K | 0.00% | +6,892+63.3% | Added |
| Yousif Capital Management, LLC | 17,917 | $708.6K | 0.01% | −1,036−5.5% | Reduced |
| Private Capital Management LLC | 18,234 | $721.2K | 0.21% | +70.0% | Added |
| Louisiana State Employees Retirement System | 18,300 | $723.8K | 0.02% | −300−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 18,769 | $742.3K | 0.00% | +8,901+90.2% | Added |
| MetLife Investment Management | 18,855 | $745.7K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,208 | $759.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,762 | $781.6K | 0.00% | +12,713+180.4% | Added |
| Price T Rowe Associates Inc | 19,804 | $784.0K | 0.00% | +1,609+8.8% | Added |
| American International Group, Inc. | 19,846 | $784.9K | 0.01% | +446+2.3% | Added |