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, Q1 2024
Institutional positions in Independent Bank Group, Inc. as of Mar 31, 2024. 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
- 212
- +17 vs. Q4 2023
- Shares held
- 32.6M
- +538.5K (+1.7%) vs. Q4 2023
- Total value
- $1.49B
- −$143.0M (−8.8%) vs. Q4 2023
- New holders
- 25
- 71 more added
- Sold out
- 8
- 72 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $46 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $228 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $274 | 0.00% | −1−14.3% | Reduced |
| Abound Wealth Management | 9 | $411 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $411 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $411 | 0.00% | +1+12.5% | Added |
| Bell Investment Advisors, Inc | 16 | $731 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $776 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +2+10.0% | Added |
| FinTrust Capital Advisors, LLC | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.10K | 0.00% | +8+50.0% | Added |
| Farmers & Merchants Investments Inc | 25 | $1.14K | 0.00% | −2−7.4% | Reduced |
| Lindbrook Capital, LLC | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $1.19K | 0.00% | +26 | New |
| Allworth Financial LP | 32 | $1.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 119 | $5.45K | 0.00% | +119 | New |
| Red Tortoise LLC | 155 | $7.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $8.05K | 0.00% | −70−27.7% | Reduced |
| Huntington National Bank | 179 | $8.17K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $9.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 212 | $9.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 261 | $9.72K | 0.00% | +8+3.2% | Added |
| Versant Capital Management, Inc | 424 | $19.4K | 0.01% | −30−6.6% | Reduced |
| Massmutual Trust Co FSB | 529 | $24.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 537 | $24.5K | 0.00% | −429−44.4% | Reduced |
| Public Employees Retirement System of Ohio | 589 | $26.9K | 0.00% | +48+8.9% | Added |
| Venturi Wealth Management, LLC | 663 | $30.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 665 | $30.4K | 0.01% | +665 | New |
| Simplex Trading, LLC | 699 | $31.0K | 0.00% | +489+232.9% | Added |
| Signaturefd, LLC | 735 | $33.6K | 0.00% | +24+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 846 | $38.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 906 | $41.4K | 0.00% | −15,150−94.4% | Reduced |
| KBC Group NV | 918 | $42.0K | 0.00% | −386−29.6% | Reduced |
| Fifth Third Bancorp | 972 | $44.4K | 0.00% | −5−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,245 | $56.8K | 0.00% | −15−1.2% | Reduced |
| CWM, LLC | 1,404 | $64.0K | 0.00% | −89−6.0% | Reduced |
| NBC Securities, Inc. | 1,674 | $76.0K | 0.01% | +275+19.7% | Added |
| Point72 (DIFC) Ltd | 1,676 | $76.5K | 0.01% | +1,676 | New |
| CIBC Private Wealth Group, LLC | 1,955 | $86.0K | 0.00% | +1,955 | New |
| Metropolitan Life Insurance Co | 1,916 | $87.5K | 0.00% | −171−8.2% | Reduced |
| Aquatic Capital Management LLC | 2,000 | $91.3K | 0.00% | −900−31.0% | Reduced |
| nVerses Capital, LLC | 2,200 | $100.4K | 0.24% | +2,200 | New |
| American National Bank | 2,500 | $114.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,530 | $115.5K | 0.01% | −270−9.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,579 | $117.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,837 | $129.5K | 0.01% | +2,837 | New |
| Emerald Mutual Fund Advisers Trust | 2,841 | $129.7K | 0.01% | −14,105−83.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,853 | $130.2K | 0.03% | +2,853 | New |
| Ameritas Investment Partners, Inc. | 3,597 | $164.2K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,389 | $200.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,445 | $203.0K | 0.00% | +4,445 | New |
| Relative Value Partners Group, LLC | 4,270 | $206.4K | 0.01% | +3+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 4,604 | $210.2K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,740 | $216.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 4,733 | $216.5K | 0.00% | +140+3.0% | Added |
| Cornercap Investment Counsel Inc | 4,904 | $223.9K | 0.03% | +4,904 | New |
| Weil Company, Inc. | 4,950 | $226.0K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,067 | $231.3K | 0.04% | +5,067 | New |
| Evergreen Capital Management LLC | 5,069 | $231.4K | 0.01% | −147−2.8% | Reduced |
| Callahan Advisors, LLC | 5,093 | $232.5K | 0.02% | +10.0% | Added |
| United Capital Financial Advisers, LLC | 5,122 | $233.8K | 0.00% | −127−2.4% | Reduced |
| Segment Wealth Management, LLC | 5,141 | $234.7K | 0.02% | +41+0.8% | Added |
| Goodman Financial Corp | 5,416 | $247.2K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,530 | $252.4K | 0.02% | 00.0% | Unchanged |
| Amundi | 6,375 | $255.8K | 0.00% | +1,675+35.6% | Added |
| Mutual of America Capital Management LLC | 6,188 | $282.5K | 0.00% | −98−1.6% | Reduced |
| XTX Topco Ltd | 6,313 | $288.2K | 0.04% | +6,313 | New |
| Brevan Howard Capital Management LP | 6,512 | $297.3K | 0.03% | +795+13.9% | Added |
| US Bancorp | 6,724 | $307.0K | 0.00% | −655−8.9% | Reduced |
| ProShare Advisors LLC | 7,290 | $332.8K | 0.00% | +502+7.4% | Added |
| State Board of Administration of Florida Retirement System | 7,336 | $340.0K | 0.00% | −3,000−29.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,756 | $354.1K | 0.00% | +6+0.1% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $354.8K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,789 | $355.6K | 0.04% | −739−8.7% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $361.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,182 | $373.5K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,377 | $382.4K | 0.02% | +2,791+50.0% | Added |
| CFO4Life Group, LLC | 8,520 | $388.9K | 0.07% | +69+0.8% | Added |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,099 | $415.4K | 0.01% | +9,099 | New |
| New York State Teachers Retirement System | 9,277 | $423.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,416 | $429.8K | 0.00% | −214−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 9,622 | $439.2K | 0.01% | −828−7.9% | Reduced |
| Capstone Investment Advisors, LLC | 9,667 | $441.3K | 0.01% | +9,667 | New |
| Arizona State Retirement System | 10,211 | $466.1K | 0.00% | −177−1.7% | Reduced |
| CI Private Wealth, LLC | 10,339 | $472.0K | 0.00% | −1,469−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,692 | $488.1K | 0.00% | −275−2.5% | Reduced |
| Kestra Advisory Services, LLC | 10,899 | $497.5K | 0.00% | +167+1.6% | Added |
| HSBC Holdings PLC | 11,058 | $504.8K | 0.00% | −295−2.6% | Reduced |
| Amalgamated Bank | 11,081 | $506.0K | 0.00% | −2,095−15.9% | Reduced |
| Verition Fund Management LLC | 11,200 | $511.3K | 0.00% | +350+3.2% | Added |
| Maryland State Retirement & Pension System | 13,053 | $515.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,386 | $519.8K | 0.02% | +11,386 | New |
| PDT Partners, LLC | 11,477 | $523.9K | 0.05% | +10+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 11,660 | $533.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,042 | $549.7K | 0.00% | −2,682−18.2% | Reduced |