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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, Q4 2023

Institutional positions in Independent Bank Group, Inc. as of Dec 31, 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
195
+13 vs. Q3 2023
Shares held
32.0M
+431.2K (+1.4%) vs. Q3 2023
Total value
$1.63B
+$380.0M (+30.4%) vs. Q3 2023
New holders
27
64 more added
Sold out
14
71 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 195 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 heldQ4 2023: $1.63B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q3 2023.

Institutions holding IBTX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,980,631$304.3M0.01%+240,137+4.2%Added
Vanguard Group Inc4,180,301$212.7M0.00%+22,245+0.5%Added
FMR LLC3,711,357$188.8M0.01%−1860.0%Reduced
Dimensional Fund Advisors LP2,114,470$107.6M0.03%+40,112+1.9%Added
State Street Corp1,937,701$98.6M0.00%+138,924+7.7%Added
Millennium Management LLC1,035,273$52.7M0.05%+465,045+81.6%Added
FJ Capital Management LLC964,143$49.1M4.92%+548,058+131.7%Added
Geode Capital Management, LLC813,584$41.4M0.00%+36,993+4.8%Added
Manufacturers Life Insurance Company, The770,665$39.2M0.02%+35,806+4.9%Added
Macquarie Group Ltd745,247$37.9M0.04%−4,217−0.6%Reduced
Morgan Stanley629,353$32.0M0.00%+135,840+27.5%Added
Holocene Advisors, LP622,104$31.7M0.12%00.0%Unchanged
Royce & Associates LP619,281$31.5M0.29%−5,977−1.0%Reduced
Invesco Ltd.488,769$24.9M0.01%+377,264+338.3%Added
Bank of New York Mellon Corp448,620$22.8M0.00%+62,189+16.1%Added
Charles Schwab Investment Management Inc428,793$21.8M0.01%+28,395+7.1%Added
Northern Trust Corp415,664$21.1M0.00%+1,534+0.4%Added
Hodges Capital Management Inc.383,476$19.5M1.04%+244,653+176.2%Added
HighTower Advisors, LLC301,025$15.3M0.03%+200.0%Added
Adage Capital Partners GP, L.L.C.293,306$14.9M0.03%+133,362+83.4%Added
Goldman Sachs Group Inc244,175$12.4M0.00%+1,903+0.8%Added
Bessemer Group Inc212,326$10.8M0.02%+90,971+75.0%Added
Bank of America Corp206,671$10.5M0.00%−20,794−9.1%Reduced
Principal Financial Group Inc187,230$9.53M0.01%−6,611−3.4%Reduced
Peregrine Capital Management LLC172,653$8.78M0.26%−35,815−17.2%Reduced
Chartwell Investment Partners, LLC157,123$7.99M0.28%−5,316−3.3%Reduced
Ameriprise Financial Inc148,814$7.57M0.00%−8,316−5.3%Reduced
Deutsche Bank AG144,282$7.34M0.00%+126,560+714.1%Added
Truist Financial Corp137,869$7.01M0.01%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC131,910$6.71M0.02%−8,800−6.3%Reduced
Two Sigma Advisers, LP131,900$6.71M0.02%+23,500+21.7%Added
Bridgeway Capital Management, LLC118,464$6.03M0.13%+9,301+8.5%Added
Rhumbline Advisers114,051$5.80M0.01%−1,016−0.9%Reduced
Empowered Funds, LLC103,514$5.27M0.13%+9,301+9.9%Added
Nuveen Asset Management, LLC99,415$5.06M0.00%+2,054+2.1%Added
Legal & General Group Plc98,919$5.03M0.00%−456−0.5%Reduced
State of Wisconsin Investment Board90,429$4.60M0.01%+5,820+6.9%Added
Barclays PLC90,027$4.58M0.00%+22,760+33.8%Added
EJF Capital LLC89,447$4.55M2.38%+89,447New
Prudential Financial Inc88,301$4.49M0.01%+15,647+21.5%Added
Royal Bank of Canada80,892$4.12M0.00%+8,918+12.4%Added
Public Sector Pension Investment Board74,532$3.79M0.03%+30,136+67.9%Added
Swiss National Bank73,222$3.73M0.00%−8,500−10.4%Reduced
First Trust Advisors LP72,112$3.67M0.00%−11,263−13.5%Reduced
SEI Investments Co67,587$3.44M0.01%−39,315−36.8%Reduced
Russell Investments Group, Ltd.63,939$3.26M0.01%−15,418−19.4%Reduced
Silvercrest Asset Management Group LLC63,240$3.22M0.02%+63,240New
Rafferty Asset Management, LLC58,428$2.97M0.01%+21,501+58.2%Added
Citigroup Inc57,340$2.92M0.00%+25,945+82.6%Added
Elizabeth Park Capital Advisors, Ltd.53,075$2.70M1.87%00.0%Unchanged
JPMorgan Chase & Co48,606$2.47M0.00%+3,368+7.4%Added
Alliancebernstein L.P.47,170$2.40M0.00%−186,939−79.9%Reduced
D. E. Shaw & Co., Inc.46,823$2.38M0.00%+7,296+18.5%Added
Tudor Investment Corp Et Al44,973$2.29M0.03%−58,918−56.7%Reduced
UBS Group AG44,250$2.25M0.00%+13,049+41.8%Added
Weiss Multi-Strategy Advisers LLC43,152$2.20M0.06%−51,848−54.6%Reduced
Voloridge Investment Management, LLC42,465$2.16M0.01%−33,147−43.8%Reduced
American Century Companies Inc40,444$2.06M0.00%−300,455−88.1%Reduced
Edgestream Partners, L.P.39,670$2.02M0.15%+39,670New
Credit Suisse AG39,273$2.00M0.00%−10,076−20.4%Reduced
California State Teachers Retirement System39,057$1.99M0.00%−1,785−4.4%Reduced
Thrivent Financial for Lutherans32,004$1.63M0.00%−854−2.6%Reduced
Texas Permanent School Fund31,013$1.58M0.01%+521+1.7%Added
Great West Life Assurance Co30,601$1.55M0.00%−1,421−4.4%Reduced
UBS Asset Management Americas Inc29,631$1.51M0.00%−1,979−6.3%Reduced
Susquehanna International Group, LLP28,141$1.43M0.00%+11,393+68.0%Added
Two Sigma Investments, LP27,628$1.41M0.00%−62,693−69.4%Reduced
Howard Financial Services, Ltd.27,482$1.40M0.27%+128+0.5%Added
Linscomb & Williams, Inc.27,160$1.38M0.08%00.0%Unchanged
BNP Paribas Arbitrage, SA24,972$1.27M0.00%+6,203+33.0%Added
Franklin Resources Inc24,016$1.22M0.00%−7,114−22.9%Reduced
State of Alaska, Department of Revenue22,096$1.12M0.01%−268−1.2%Reduced
Gsa Capital Partners LLP21,816$1.11M0.09%−15,612−41.7%Reduced
Jane Street Group, LLC21,681$1.10M0.00%+945+4.6%Added
Price T Rowe Associates Inc20,760$1.06M0.00%+956+4.8%Added
Cambridge Investment Research Advisors, Inc.20,259$1.03M0.00%−200−1.0%Reduced
Janus Henderson Group PLC20,066$1.02M0.00%−28−0.1%Reduced
Illinois Municipal Retirement Fund20,005$1.02M0.02%−1,961−8.9%Reduced
American International Group, Inc.19,682$1.00M0.00%−164−0.8%Reduced
MetLife Investment Management18,855$959.3K0.01%00.0%Unchanged
Louisiana State Employees Retirement System18,000$915.8K0.02%−300−1.6%Reduced
Ensign Peak Advisors, Inc17,910$911.3K0.00%+1,350+8.2%Added
Raymond James & Associates17,830$907.2K0.00%+1,548+9.5%Added
Continental Advisors LLC17,785$904.9K0.82%−7,133−28.6%Reduced
Yousif Capital Management, LLC17,767$904.0K0.01%−150−0.8%Reduced
State of Tennessee, Treasury Department17,377$884.1K0.00%−1,831−9.5%Reduced
Tectonic Advisors LLC17,205$875.4K0.07%+609+3.7%Added
Comerica Bank17,155$872.8K0.00%−91−0.5%Reduced
Emerald Mutual Fund Advisers Trust16,946$862.2K0.05%00.0%Unchanged
Captrust Financial Advisors16,739$851.7K0.00%+928+5.9%Added
Mirae Asset Global Investments Co., Ltd.16,531$841.1K0.00%+747+4.7%Added
Trexquant Investment LP16,423$835.6K0.02%−39,789−70.8%Reduced
Tower Research Capital LLC (TRC)16,056$816.9K0.01%+14,575+984.1%Added
King Luther Capital Management Corp16,000$814.1K0.00%00.0%Unchanged
Squarepoint Ops LLC14,848$755.5K0.00%−31,787−68.2%Reduced
Voya Investment Management LLC14,724$749.2K0.00%−109−0.7%Reduced
Doliver Advisors, LP14,642$745.0K0.23%00.0%Unchanged
New York State Common Retirement Fund14,515$738.5K0.00%−295−2.0%Reduced
Private Capital Management LLC13,806$702.5K0.17%−4,428−24.3%Reduced
STRS Ohio13,600$691.0K0.00%−2,700−16.6%Reduced