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 |
|---|---|---|---|---|---|
| HRT Financial LP | 13,339 | $678.0K | 0.00% | −9,139−40.7% | Reduced |
| LPL Financial LLC | 13,317 | $677.6K | 0.00% | −63−0.5% | Reduced |
| Amalgamated Bank | 13,176 | $670.0K | 0.01% | −796−5.7% | Reduced |
| Wells Fargo & Company | 13,136 | $668.3K | 0.00% | +2,277+21.0% | Added |
| Victory Capital Management Inc | 13,115 | $667.3K | 0.00% | −1,727−11.6% | Reduced |
| Maryland State Retirement & Pension System | 13,053 | $664.1K | 0.01% | −177−1.3% | Reduced |
| Envestnet Asset Management Inc | 12,338 | $627.8K | 0.00% | +95+0.8% | Added |
| CI Private Wealth, LLC | 11,808 | $600.8K | 0.00% | +121+1.0% | Added |
| Walleye Capital LLC | 11,747 | $597.7K | 0.01% | +11,747 | New |
| Teachers Retirement System of the State of Kentucky | 11,660 | $593.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,353 | $584.2K | 0.00% | +1,046+10.1% | Added |
| PDT Partners, LLC | 11,467 | $583.4K | 0.06% | −25,284−68.8% | Reduced |
| Advisor Group Holdings, Inc. | 10,967 | $558.0K | 0.00% | −6,815−38.3% | Reduced |
| Verition Fund Management LLC | 10,850 | $552.0K | 0.01% | +10,850 | New |
| Kestra Advisory Services, LLC | 10,732 | $546.0K | 0.00% | +1,244+13.1% | Added |
| Oregon Public Employees Retirement Fund | 10,450 | $531.7K | 0.01% | −200−1.9% | Reduced |
| Arizona State Retirement System | 10,388 | $528.5K | 0.00% | −190−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,336 | $525.9K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 10,163 | $517.1K | 0.09% | +10,163 | New |
| Guggenheim Capital LLC | 9,630 | $490.0K | 0.00% | +1,081+12.6% | Added |
| New York State Teachers Retirement System | 9,277 | $472.0K | 0.00% | −500−5.1% | Reduced |
| Mariner, LLC | 8,723 | $443.8K | 0.00% | +1,359+18.5% | Added |
| CWM Advisors, LLC | 8,528 | $433.9K | 0.05% | −561−6.2% | Reduced |
| CFO4Life Group, LLC | 8,451 | $430.0K | 0.08% | −218−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,182 | $416.3K | 0.00% | +1,225+17.6% | Added |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $402.0K | 0.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 7,772 | $395.4K | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,750 | $394.3K | 0.00% | −16,264−67.7% | Reduced |
| US Bancorp | 7,379 | $375.4K | 0.00% | +328+4.7% | Added |
| ProShare Advisors LLC | 6,788 | $345.4K | 0.00% | +1,284+23.3% | Added |
| Pathstone Holdings, LLC | 6,343 | $322.7K | 0.00% | +6,343 | New |
| Mutual of America Capital Management LLC | 6,286 | $319.8K | 0.00% | −10−0.2% | Reduced |
| Brevan Howard Capital Management LP | 5,717 | $290.9K | 0.03% | +5,717 | New |
| Henshaw Capital LLC | 5,586 | $284.2K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,530 | $281.4K | 0.03% | +5,530 | New |
| Goodman Financial Corp | 5,416 | $275.6K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,249 | $267.1K | 0.00% | +5,249 | New |
| Evergreen Capital Management LLC | 5,216 | $265.4K | 0.01% | +65+1.3% | Added |
| Segment Wealth Management, LLC | 5,100 | $259.5K | 0.02% | +5,100 | New |
| Callahan Advisors, LLC | 5,092 | $259.1K | 0.03% | +10.0% | Added |
| Weil Company, Inc. | 4,950 | $251.9K | 0.11% | +4,950 | New |
| Citadel Advisors LLC | 4,897 | $249.2K | 0.00% | −14,865−75.2% | Reduced |
| Bank of Montreal | 4,593 | $244.4K | 0.00% | +4,593 | New |
| Everence Capital Management Inc | 4,740 | $241.0K | 0.02% | +4,740 | New |
| Amundi | 4,700 | $239.5K | 0.00% | +209+4.7% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $234.3K | 0.14% | +4,604 | New |
| Stifel Financial Corp | 4,389 | $223.3K | 0.00% | +4,389 | New |
| Pictet Asset Management Holding SA | 4,304 | $219.0K | 0.00% | +4,304 | New |
| Relative Value Partners Group, LLC | 4,267 | $217.1K | 0.01% | +4,267 | New |
| Inspire Advisors, LLC | 4,190 | $213.2K | 0.03% | +4,190 | New |
| Ameritas Investment Partners, Inc. | 3,597 | $183.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,900 | $148.0K | 0.00% | +2,900 | New |
| AdvisorNet Financial, Inc | 2,800 | $142.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,580 | $131.3K | 0.00% | −147−5.4% | Reduced |
| Institutional & Family Asset Management, LLC | 2,579 | $131.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,500 | $127.2K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,087 | $106.2K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,911 | $97.2K | 0.00% | −13,732−87.8% | Reduced |
| CWM, LLC | 1,493 | $76.0K | 0.00% | +18+1.2% | Added |
| NBC Securities, Inc. | 1,399 | $71.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,304 | $66.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,260 | $64.1K | 0.01% | −301−19.3% | Reduced |
| Fifth Third Bancorp | 977 | $49.7K | 0.00% | −1−0.1% | Reduced |
| GAMMA Investing LLC | 966 | $46.7K | 0.01% | +966 | New |
| Steward Partners Investment Advisory, LLC | 846 | $43.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 711 | $36.2K | 0.00% | −802−53.0% | Reduced |
| Venturi Wealth Management, LLC | 663 | $33.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 541 | $27.5K | 0.00% | +69+14.6% | Added |
| Massmutual Trust Co FSB | 529 | $26.9K | 0.00% | −18−3.3% | Reduced |
| Versant Capital Management, Inc | 454 | $23.1K | 0.01% | −168−27.0% | Reduced |
| Global Retirement Partners, LLC | 400 | $19.8K | 0.00% | +400 | New |
| 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 |
| Nisa Investment Advisors, LLC | 212 | $10.8K | 0.00% | +27+14.6% | Added |
| Nomura Asset Management Co Ltd | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 210 | $10.0K | 0.00% | +210 | New |
| Huntington National Bank | 179 | $9.11K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 155 | $7.89K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.99K | 0.00% | +39 | New |
| Allworth Financial LP | 32 | $1.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.32K | 0.00% | +12+85.7% | Added |
| FinTrust Capital Advisors, LLC | 23 | $1.17K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Parallel Advisors, LLC | 17 | $865 | 0.00% | −104−86.0% | Reduced |
| Bell Investment Advisors, Inc | 16 | $815 | 0.00% | −32−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $815 | 0.00% | −16−50.0% | Reduced |
| Abound Wealth Management | 9 | $458 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $458 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $408 | 0.00% | −3−27.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $357 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 4 | $204 | 0.00% | −209−98.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,167,929−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −272,475−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −101,039−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −76,243−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39,584−100.0% | Sold out |