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 |
|---|---|---|---|---|---|
| STRS Ohio | 16,300 | $644.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,282 | $644.0K | 0.00% | +891+5.8% | Added |
| King Luther Capital Management Corp | 16,000 | $632.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,811 | $625.3K | 0.00% | +325+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,784 | $624.3K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,643 | $618.7K | 0.00% | −54,365−77.7% | Reduced |
| Victory Capital Management Inc | 14,842 | $587.0K | 0.00% | +2,373+19.0% | Added |
| Voya Investment Management LLC | 14,833 | $586.6K | 0.00% | +175+1.2% | Added |
| New York State Common Retirement Fund | 14,810 | $585.7K | 0.00% | +10+0.1% | Added |
| Doliver Advisors, LP | 14,642 | $579.1K | 0.17% | −2,335−13.8% | Reduced |
| Amalgamated Bank | 13,972 | $553.0K | 0.00% | −339−2.4% | Reduced |
| LPL Financial LLC | 13,380 | $529.2K | 0.00% | +43+0.3% | Added |
| Maryland State Retirement & Pension System | 13,230 | $523.2K | 0.01% | −601−4.3% | Reduced |
| Envestnet Asset Management Inc | 12,243 | $484.2K | 0.00% | +2,910+31.2% | Added |
| CI Private Wealth, LLC | 11,687 | $462.2K | 0.00% | +1,286+12.4% | Added |
| Teachers Retirement System of the State of Kentucky | 11,660 | $461.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,859 | $429.5K | 0.00% | −6,666−38.0% | Reduced |
| Oregon Public Employees Retirement Fund | 10,650 | $421.2K | 0.01% | −400−3.6% | Reduced |
| Arizona State Retirement System | 10,578 | $418.4K | 0.00% | +142+1.4% | Added |
| State Board of Administration of Florida Retirement System | 10,336 | $408.8K | 0.00% | +60+0.6% | Added |
| HSBC Holdings PLC | 10,307 | $406.0K | 0.00% | +10,307 | New |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 9,777 | $387.0K | 0.00% | −400−3.9% | Reduced |
| Kestra Advisory Services, LLC | 9,488 | $375.3K | 0.00% | +2,446+34.7% | Added |
| XTX Topco Ltd | 9,198 | $363.8K | 0.06% | +9,198 | New |
| CWM Advisors, LLC | 9,089 | $359.5K | 0.05% | −953−9.5% | Reduced |
| Capstone Investment Advisors, LLC | 9,088 | $359.4K | 0.01% | +9,088 | New |
| CFO4Life Group, LLC | 8,669 | $342.9K | 0.08% | +72+0.8% | Added |
| Guggenheim Capital LLC | 8,549 | $338.1K | 0.00% | −210−2.4% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $312.0K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $307.4K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 7,364 | $291.2K | 0.00% | −701−8.7% | Reduced |
| Engineers Gate Manager LP | 7,104 | $281.0K | 0.01% | −880−11.0% | Reduced |
| US Bancorp | 7,051 | $278.9K | 0.00% | −1,371−16.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,957 | $275.1K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,296 | $249.0K | 0.00% | −639−9.2% | Reduced |
| Ethic Inc. | 5,720 | $226.2K | 0.01% | +5,720 | New |
| Henshaw Capital LLC | 5,586 | $220.9K | 0.01% | +5,586 | New |
| Icon Wealth Partners, LLC | 5,530 | $218.7K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,523 | $218.4K | 0.00% | −39,571−87.8% | Reduced |
| ProShare Advisors LLC | 5,504 | $217.7K | 0.00% | +5,504 | New |
| Goodman Financial Corp | 5,416 | $214.2K | 0.06% | +5,416 | New |
| Evergreen Capital Management LLC | 5,151 | $203.7K | 0.01% | +5,151 | New |
| Callahan Advisors, LLC | 5,091 | $201.3K | 0.03% | +5,091 | New |
| Amundi | 4,491 | $169.7K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,030 | $159.4K | 0.01% | −1,716−29.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,597 | $142.3K | 0.01% | +607+20.3% | Added |
| AdvisorNet Financial, Inc | 2,800 | $110.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,727 | $107.9K | 0.00% | +925+51.3% | Added |
| Institutional & Family Asset Management, LLC | 2,579 | $102.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,500 | $98.9K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,087 | $82.5K | 0.00% | +100+5.0% | Added |
| Quadrant Capital Group LLC | 1,561 | $61.7K | 0.01% | +253+19.3% | Added |
| Signaturefd, LLC | 1,513 | $59.8K | 0.00% | +503+49.8% | Added |
| Tower Research Capital LLC (TRC) | 1,481 | $58.6K | 0.00% | −4,101−73.5% | Reduced |
| CWM, LLC | 1,475 | $58.0K | 0.00% | +84+6.0% | Added |
| NBC Securities, Inc. | 1,399 | $55.0K | 0.01% | +1,399 | New |
| KBC Group NV | 1,304 | $52.0K | 0.00% | −1,476−53.1% | Reduced |
| Fifth Third Bancorp | 978 | $38.7K | 0.00% | −3−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 846 | $33.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 729 | $28.8K | 0.00% | +245+50.6% | Added |
| Venturi Wealth Management, LLC | 663 | $26.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 622 | $24.6K | 0.01% | +376+152.8% | Added |
| Massmutual Trust Co FSB | 547 | $21.6K | 0.00% | +46+9.2% | Added |
| Public Employees Retirement System of Ohio | 472 | $19.0K | 0.00% | +65+16.0% | Added |
| Parkside Financial Bank & Trust | 213 | $8.43K | 0.00% | −15−6.6% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 192 | $7.59K | 0.00% | +33+20.8% | Added |
| Nisa Investment Advisors, LLC | 185 | $7.32K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $7.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 155 | $6.13K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 121 | $4.79K | 0.00% | +10+9.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.64K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 48 | $1.90K | 0.00% | −21−30.4% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $1.27K | 0.00% | +13+68.4% | Added |
| Allworth Financial LP | 32 | $1.27K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 27 | $1.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 33 | $1.00K | 0.00% | +33 | New |
| FinTrust Capital Advisors, LLC | 23 | $910 | 0.00% | −6−20.7% | Reduced |
| Lindbrook Capital, LLC | 14 | $554 | 0.00% | −28−66.7% | Reduced |
| SJS Investment Consulting Inc. | 11 | $436 | 0.00% | +3+37.5% | Added |
| Abound Wealth Management | 9 | $356 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $277 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −132,402−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −82,200−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −34,496−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −22,406−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −12,388−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,458−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | 0 | Sold out |