Independent Bank Group, Inc.

IBTXDelisted Jan 2, 2025

Industry: State Commercial Banks
SEC CIK: 0001564618

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Independent Bank Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of IBTX: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	184	2	195	+13
Shares	31.6M	5.56K	32.0M	+431.2K (+1.4%)
Value	$1.25B	$219.7K	$1.63B	+$380.0M (+30.4%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Independent Bank Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to IBTX in Q4 2023
Institution	Shares	Value	% of portfolio
EJF Capital LLC	89,447	$4.55M	2.38%
Silvercrest Asset Management Group LLC	63,240	$3.22M	0.02%
Edgestream Partners, L.P.	39,670	$2.02M	0.15%
Walleye Capital LLC	11,747	$597.7K	0.01%
Verition Fund Management LLC	10,850	$552.0K	0.01%
Atom Investors LP	10,163	$517.1K	0.09%
Pathstone Holdings, LLC	6,343	$322.7K	0.00%
Brevan Howard Capital Management LP	5,717	$290.9K	0.03%
Icon Wealth Advisors, LLC	5,530	$281.4K	0.03%
United Capital Financial Advisers, LLC	5,249	$267.1K	0.00%
Segment Wealth Management, LLC	5,100	$259.5K	0.02%
Weil Company, Inc.	4,950	$251.9K	0.11%
Bank of Montreal	4,593	$244.4K	0.00%
Everence Capital Management Inc	4,740	$241.0K	0.02%
Trail Ridge Investment Advisors, LLC	4,604	$234.3K	0.14%
Stifel Financial Corp	4,389	$223.3K	0.00%
Pictet Asset Management Holding SA	4,304	$219.0K	0.00%
Relative Value Partners Group, LLC	4,267	$217.1K	0.01%
Inspire Advisors, LLC	4,190	$213.2K	0.03%
Aquatic Capital Management LLC	2,900	$148.0K	0.00%
GAMMA Investing LLC	966	$46.7K	0.01%
Global Retirement Partners, LLC	400	$19.8K	0.00%
Simplex Trading, LLC	210	$10.0K	0.00%
Private Wealth Management Group, LLC	39	$1.99K	0.00%
Ronald Blue Trust, Inc.	34	$1.00K	0.00%
Fortitude Family Office, LLC	9	$458	0.00%
DiNuzzo Private Wealth, Inc.	7	$357	0.00%

Sold out (14)

Institutions that held Independent Bank Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IBTX in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
T. Rowe Price Investment Management, Inc.	1,167,929	$46.2M
Norges Bank	272,475	$10.8M
First Dallas Securities Inc.	101,039	$4.00M
Renaissance Technologies LLC	76,243	$3.02M
Dark Forest Capital Management LP	39,584	$1.57M
Marshall Wace, LLP	31,453	$1.24M
SG Americas Securities, LLC	23,217	$918.0K
XTX Topco Ltd	9,198	$363.8K
Capstone Investment Advisors, LLC	9,088	$359.4K
Engineers Gate Manager LP	7,104	$281.0K
Ethic Inc.	5,720	$226.2K
Cubist Systematic Strategies, LLC	5,523	$218.4K
PEAK6 Investments LLC	4,030	$159.4K
Point72 Asset Management, L.P.	729	$28.8K

Not filed for Q4 2023 yet (2)

Institutions that held Independent Bank Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTX in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Icon Wealth Partners, LLC	5,530	$218.7K
Steward Financial Group LLC	33	$1.00K