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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $204 | 0.00% | −209−98.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $357 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $408 | 0.00% | −3−27.3% | Reduced |
| Abound Wealth Management | 9 | $458 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $458 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 16 | $815 | 0.00% | −32−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $815 | 0.00% | −16−50.0% | Reduced |
| Parallel Advisors, LLC | 17 | $865 | 0.00% | −104−86.0% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| FinTrust Capital Advisors, LLC | 23 | $1.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.32K | 0.00% | +12+85.7% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.99K | 0.00% | +39 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 155 | $7.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $9.11K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 210 | $10.0K | 0.00% | +210 | New |
| Nomura Asset Management Co Ltd | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 212 | $10.8K | 0.00% | +27+14.6% | Added |
| EverSource Wealth Advisors, LLC | 253 | $12.9K | 0.00% | +61+31.8% | Added |
| Farther Finance Advisors, LLC | 253 | $12.9K | 0.00% | +246+3,514.3% | Added |
| Global Retirement Partners, LLC | 400 | $19.8K | 0.00% | +400 | New |
| Versant Capital Management, Inc | 454 | $23.1K | 0.01% | −168−27.0% | Reduced |
| Massmutual Trust Co FSB | 529 | $26.9K | 0.00% | −18−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 541 | $27.5K | 0.00% | +69+14.6% | Added |
| Venturi Wealth Management, LLC | 663 | $33.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 711 | $36.2K | 0.00% | −802−53.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 846 | $43.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 966 | $46.7K | 0.01% | +966 | New |
| Fifth Third Bancorp | 977 | $49.7K | 0.00% | −1−0.1% | Reduced |
| Quadrant Capital Group LLC | 1,260 | $64.1K | 0.01% | −301−19.3% | Reduced |
| KBC Group NV | 1,304 | $66.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,399 | $71.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,493 | $76.0K | 0.00% | +18+1.2% | Added |
| Qube Research & Technologies Ltd | 1,911 | $97.2K | 0.00% | −13,732−87.8% | Reduced |
| Metropolitan Life Insurance Co | 2,087 | $106.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,500 | $127.2K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $131.2K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,580 | $131.3K | 0.00% | −147−5.4% | Reduced |
| AdvisorNet Financial, Inc | 2,800 | $142.5K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,900 | $148.0K | 0.00% | +2,900 | New |
| Ameritas Investment Partners, Inc. | 3,597 | $183.0K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,190 | $213.2K | 0.03% | +4,190 | New |
| Relative Value Partners Group, LLC | 4,267 | $217.1K | 0.01% | +4,267 | New |
| Pictet Asset Management Holding SA | 4,304 | $219.0K | 0.00% | +4,304 | New |
| Stifel Financial Corp | 4,389 | $223.3K | 0.00% | +4,389 | New |
| Trail Ridge Investment Advisors, LLC | 4,604 | $234.3K | 0.14% | +4,604 | New |
| Amundi | 4,700 | $239.5K | 0.00% | +209+4.7% | Added |
| Everence Capital Management Inc | 4,740 | $241.0K | 0.02% | +4,740 | New |
| Bank of Montreal | 4,593 | $244.4K | 0.00% | +4,593 | New |
| Citadel Advisors LLC | 4,897 | $249.2K | 0.00% | −14,865−75.2% | Reduced |
| Weil Company, Inc. | 4,950 | $251.9K | 0.11% | +4,950 | New |
| Callahan Advisors, LLC | 5,092 | $259.1K | 0.03% | +10.0% | Added |
| Segment Wealth Management, LLC | 5,100 | $259.5K | 0.02% | +5,100 | New |
| Evergreen Capital Management LLC | 5,216 | $265.4K | 0.01% | +65+1.3% | Added |
| United Capital Financial Advisers, LLC | 5,249 | $267.1K | 0.00% | +5,249 | New |
| Goodman Financial Corp | 5,416 | $275.6K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,530 | $281.4K | 0.03% | +5,530 | New |
| Henshaw Capital LLC | 5,586 | $284.2K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,717 | $290.9K | 0.03% | +5,717 | New |
| Mutual of America Capital Management LLC | 6,286 | $319.8K | 0.00% | −10−0.2% | Reduced |
| Pathstone Holdings, LLC | 6,343 | $322.7K | 0.00% | +6,343 | New |
| ProShare Advisors LLC | 6,788 | $345.4K | 0.00% | +1,284+23.3% | Added |
| US Bancorp | 7,379 | $375.4K | 0.00% | +328+4.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,750 | $394.3K | 0.00% | −16,264−67.7% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $395.4K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $402.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,182 | $416.3K | 0.00% | +1,225+17.6% | Added |
| CFO4Life Group, LLC | 8,451 | $430.0K | 0.08% | −218−2.5% | Reduced |
| CWM Advisors, LLC | 8,528 | $433.9K | 0.05% | −561−6.2% | Reduced |
| Mariner, LLC | 8,723 | $443.8K | 0.00% | +1,359+18.5% | Added |
| New York State Teachers Retirement System | 9,277 | $472.0K | 0.00% | −500−5.1% | Reduced |
| Guggenheim Capital LLC | 9,630 | $490.0K | 0.00% | +1,081+12.6% | Added |
| Atom Investors LP | 10,163 | $517.1K | 0.09% | +10,163 | New |
| State Board of Administration of Florida Retirement System | 10,336 | $525.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,388 | $528.5K | 0.00% | −190−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 10,450 | $531.7K | 0.01% | −200−1.9% | Reduced |
| Kestra Advisory Services, LLC | 10,732 | $546.0K | 0.00% | +1,244+13.1% | Added |
| Verition Fund Management LLC | 10,850 | $552.0K | 0.01% | +10,850 | New |
| Advisor Group Holdings, Inc. | 10,967 | $558.0K | 0.00% | −6,815−38.3% | Reduced |
| PDT Partners, LLC | 11,467 | $583.4K | 0.06% | −25,284−68.8% | Reduced |
| HSBC Holdings PLC | 11,353 | $584.2K | 0.00% | +1,046+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 11,660 | $593.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,747 | $597.7K | 0.01% | +11,747 | New |
| CI Private Wealth, LLC | 11,808 | $600.8K | 0.00% | +121+1.0% | Added |
| Envestnet Asset Management Inc | 12,338 | $627.8K | 0.00% | +95+0.8% | Added |
| Maryland State Retirement & Pension System | 13,053 | $664.1K | 0.01% | −177−1.3% | Reduced |
| Victory Capital Management Inc | 13,115 | $667.3K | 0.00% | −1,727−11.6% | Reduced |
| Wells Fargo & Company | 13,136 | $668.3K | 0.00% | +2,277+21.0% | Added |
| Amalgamated Bank | 13,176 | $670.0K | 0.01% | −796−5.7% | Reduced |
| LPL Financial LLC | 13,317 | $677.6K | 0.00% | −63−0.5% | Reduced |
| HRT Financial LP | 13,339 | $678.0K | 0.00% | −9,139−40.7% | Reduced |
| STRS Ohio | 13,600 | $691.0K | 0.00% | −2,700−16.6% | Reduced |
| Private Capital Management LLC | 13,806 | $702.5K | 0.17% | −4,428−24.3% | Reduced |
| New York State Common Retirement Fund | 14,515 | $738.5K | 0.00% | −295−2.0% | Reduced |
| Doliver Advisors, LP | 14,642 | $745.0K | 0.23% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,724 | $749.2K | 0.00% | −109−0.7% | Reduced |