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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, 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.

Institutional holdersQ1 2024: 212 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 heldQ1 2024: $1.49B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q4 2023.

Institutions holding IBTX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC12,115$553.0K0.02%+12,115New
EJF Capital LLC12,266$559.9K0.39%−77,181−86.3%Reduced
Qube Research & Technologies Ltd12,445$568.1K0.00%+10,534+551.2%Added
Envestnet Asset Management Inc13,380$610.8K0.00%+1,042+8.4%Added
LPL Financial LLC13,382$610.9K0.00%+65+0.5%Added
Susquehanna International Group, LLP13,707$625.7K0.00%−14,434−51.3%Reduced
Captrust Financial Advisors13,854$632.4K0.00%−2,885−17.2%Reduced
Wells Fargo & Company14,467$660.4K0.00%+1,331+10.1%Added
New York State Common Retirement Fund14,515$662.6K0.00%00.0%Unchanged
Doliver Advisors, LP14,642$668.4K0.19%00.0%Unchanged
Victory Capital Management Inc14,848$677.8K0.00%+1,733+13.2%Added
State of Tennessee, Treasury Department15,021$685.7K0.00%−2,356−13.6%Reduced
Occudo Quantitative Strategies LP14,425$706.5K0.12%+14,425New
Comerica Bank15,565$710.5K0.00%−1,590−9.3%Reduced
Private Capital Management LLC15,638$713.9K0.16%+1,832+13.3%Added
King Luther Capital Management Corp16,000$730.4K0.00%00.0%Unchanged
Yousif Capital Management, LLC16,107$735.3K0.01%−1,660−9.3%Reduced
Mirae Asset Global Investments Co., Ltd.15,784$739.0K0.00%−747−4.5%Reduced
Ensign Peak Advisors, Inc17,050$778.3K0.00%−860−4.8%Reduced
Deutsche Bank AG17,272$788.5K0.00%−127,010−88.0%Reduced
Brandywine Global Investment Management, LLC17,581$802.6K0.01%+17,581New
Continental Advisors LLC17,785$811.9K0.64%00.0%Unchanged
Louisiana State Employees Retirement System17,800$812.6K0.02%−200−1.1%Reduced
Mariner, LLC18,549$846.8K0.00%+9,826+112.6%Added
BNP Paribas Arbitrage, SA18,616$849.8K0.00%−6,356−25.5%Reduced
Quest Partners LLC18,825$859.4K0.15%+18,825New
MetLife Investment Management18,855$860.7K0.01%00.0%Unchanged
American International Group, Inc.19,509$890.6K0.00%−173−0.9%Reduced
The PNC Financial Services Group, Inc.19,632$896.2K0.00%+17,052+660.9%Added
Illinois Municipal Retirement Fund19,865$907.0K0.01%−140−0.7%Reduced
Janus Henderson Group PLC20,066$915.5K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.20,398$931.0K0.00%+139+0.7%Added
Raymond James & Associates21,435$978.5K0.00%+3,605+20.2%Added
State of Alaska, Department of Revenue21,880$998.0K0.01%−216−1.0%Reduced
Price T Rowe Associates Inc22,033$1.01M0.00%+1,273+6.1%Added
Tectonic Advisors LLC22,702$1.04M0.08%+5,497+32.0%Added
First Dallas Securities Inc.23,252$1.06M0.49%+23,252New
Pathstone Holdings, LLC24,706$1.13M0.01%+18,363+289.5%Added
Linscomb & Williams, Inc.27,160$1.24M0.06%00.0%Unchanged
Howard Financial Services, Ltd.27,698$1.26M0.22%+216+0.8%Added
HRT Financial LP27,781$1.27M0.01%+14,442+108.3%Added
UBS Asset Management Americas Inc29,631$1.35M0.00%00.0%Unchanged
UBS Group AG30,820$1.41M0.00%−13,430−30.4%Reduced
Thrivent Financial for Lutherans31,157$1.42M0.00%−847−2.6%Reduced
Texas Permanent School Fund31,433$1.43M0.01%+420+1.4%Added
Great West Life Assurance Co32,485$1.48M0.00%+1,884+6.2%Added
Trexquant Investment LP33,268$1.52M0.03%+16,845+102.6%Added
Renaissance Technologies LLC35,943$1.64M0.00%+35,943New
Squarepoint Ops LLC36,861$1.68M0.01%+22,013+148.3%Added
California State Teachers Retirement System37,055$1.69M0.00%−2,002−5.1%Reduced
Gsa Capital Partners LLP38,286$1.75M0.14%+16,470+75.5%Added
JPMorgan Chase & Co38,364$1.75M0.00%−10,242−21.1%Reduced
Credit Suisse AG39,446$1.80M0.00%+173+0.4%Added
Jane Street Group, LLC41,732$1.91M0.00%+20,051+92.5%Added
Alliancebernstein L.P.43,230$1.97M0.00%−3,940−8.4%Reduced
Atom Investors LP47,656$2.18M0.27%+37,493+368.9%Added
First Trust Advisors LP49,179$2.25M0.00%−22,933−31.8%Reduced
Elizabeth Park Capital Advisors, Ltd.49,575$2.26M1.88%−3,500−6.6%Reduced
D. E. Shaw & Co., Inc.50,593$2.31M0.00%+3,770+8.1%Added
Rafferty Asset Management, LLC53,710$2.45M0.01%−4,718−8.1%Reduced
Hotchkis & Wiley Capital Management LLC56,850$2.60M0.01%−75,060−56.9%Reduced
American Century Companies Inc57,886$2.64M0.00%+17,442+43.1%Added
Tudor Investment Corp Et Al59,166$2.70M0.03%+14,193+31.6%Added
SEI Investments Co63,042$2.88M0.00%−4,545−6.7%Reduced
Russell Investments Group, Ltd.63,939$2.92M0.00%00.0%Unchanged
Citigroup Inc63,947$2.92M0.00%+6,607+11.5%Added
Barclays PLC66,695$3.04M0.00%−23,332−25.9%Reduced
Edgestream Partners, L.P.68,249$3.12M0.16%+28,579+72.0%Added
State of Wisconsin Investment Board72,161$3.29M0.01%−18,268−20.2%Reduced
Swiss National Bank73,222$3.34M0.00%00.0%Unchanged
Public Sector Pension Investment Board73,622$3.36M0.02%−910−1.2%Reduced
Cubist Systematic Strategies, LLC80,877$3.69M0.04%+80,877New
Silvercrest Asset Management Group LLC81,115$3.70M0.03%+17,875+28.3%Added
Royal Bank of Canada84,715$3.87M0.00%+3,823+4.7%Added
Two Sigma Investments, LP86,083$3.93M0.01%+58,455+211.6%Added
Legal & General Group Plc98,740$4.51M0.00%−179−0.2%Reduced
Empowered Funds, LLC111,914$5.11M0.09%+8,400+8.1%Added
Rhumbline Advisers114,382$5.22M0.01%+331+0.3%Added
Voloridge Investment Management, LLC120,190$5.49M0.02%+77,725+183.0%Added
Two Sigma Advisers, LP122,600$5.60M0.01%−9,300−7.1%Reduced
Bridgeway Capital Management, LLC126,864$5.79M0.12%+8,400+7.1%Added
Chartwell Investment Partners, LLC128,839$5.88M0.20%−28,284−18.0%Reduced
Ameriprise Financial Inc137,601$6.28M0.00%−11,213−7.5%Reduced
Truist Financial Corp137,869$6.29M0.01%00.0%Unchanged
Prudential Financial Inc160,316$7.32M0.01%+72,015+81.6%Added
Peregrine Capital Management LLC162,814$7.43M0.21%−9,839−5.7%Reduced
Nuveen Asset Management, LLC178,838$8.16M0.00%+79,423+79.9%Added
Principal Financial Group Inc186,487$8.51M0.01%−743−0.4%Reduced
Bessemer Group Inc226,860$10.4M0.02%+14,534+6.8%Added
Goldman Sachs Group Inc227,031$10.4M0.00%−17,144−7.0%Reduced
Bank of America Corp284,256$13.0M0.00%+77,585+37.5%Added
Citadel Advisors LLC298,398$13.6M0.01%+293,501+5,993.5%Added
HighTower Advisors, LLC301,565$13.8M0.02%+540+0.2%Added
Holocene Advisors, LP332,116$15.2M0.06%−289,988−46.6%Reduced
Hodges Capital Management Inc.350,284$16.0M1.02%−33,192−8.7%Reduced
Northern Trust Corp407,456$18.6M0.00%−8,208−2.0%Reduced
Adage Capital Partners GP, L.L.C.429,176$19.6M0.04%+135,870+46.3%Added
Bank of New York Mellon Corp430,836$19.7M0.00%−17,784−4.0%Reduced
Charles Schwab Investment Management Inc453,635$20.7M0.00%+24,842+5.8%Added
Morgan Stanley492,895$22.5M0.00%−136,458−21.7%Reduced