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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 15,021 | $685.7K | 0.00% | −2,356−13.6% | Reduced |
| Victory Capital Management Inc | 14,848 | $677.8K | 0.00% | +1,733+13.2% | Added |
| Doliver Advisors, LP | 14,642 | $668.4K | 0.19% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,515 | $662.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,467 | $660.4K | 0.00% | +1,331+10.1% | Added |
| Captrust Financial Advisors | 13,854 | $632.4K | 0.00% | −2,885−17.2% | Reduced |
| Susquehanna International Group, LLP | 13,707 | $625.7K | 0.00% | −14,434−51.3% | Reduced |
| LPL Financial LLC | 13,382 | $610.9K | 0.00% | +65+0.5% | Added |
| Envestnet Asset Management Inc | 13,380 | $610.8K | 0.00% | +1,042+8.4% | Added |
| Qube Research & Technologies Ltd | 12,445 | $568.1K | 0.00% | +10,534+551.2% | Added |
| EJF Capital LLC | 12,266 | $559.9K | 0.39% | −77,181−86.3% | Reduced |
| Jump Financial, LLC | 12,115 | $553.0K | 0.02% | +12,115 | New |
| Voya Investment Management LLC | 12,042 | $549.7K | 0.00% | −2,682−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,660 | $533.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,477 | $523.9K | 0.05% | +10+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,386 | $519.8K | 0.02% | +11,386 | New |
| Maryland State Retirement & Pension System | 13,053 | $515.3K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,200 | $511.3K | 0.00% | +350+3.2% | Added |
| Amalgamated Bank | 11,081 | $506.0K | 0.00% | −2,095−15.9% | Reduced |
| HSBC Holdings PLC | 11,058 | $504.8K | 0.00% | −295−2.6% | Reduced |
| Kestra Advisory Services, LLC | 10,899 | $497.5K | 0.00% | +167+1.6% | Added |
| Advisor Group Holdings, Inc. | 10,692 | $488.1K | 0.00% | −275−2.5% | Reduced |
| CI Private Wealth, LLC | 10,339 | $472.0K | 0.00% | −1,469−12.4% | Reduced |
| Arizona State Retirement System | 10,211 | $466.1K | 0.00% | −177−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 9,667 | $441.3K | 0.01% | +9,667 | New |
| Oregon Public Employees Retirement Fund | 9,622 | $439.2K | 0.01% | −828−7.9% | Reduced |
| Guggenheim Capital LLC | 9,416 | $429.8K | 0.00% | −214−2.2% | Reduced |
| New York State Teachers Retirement System | 9,277 | $423.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,099 | $415.4K | 0.01% | +9,099 | New |
| First Manhattan Co | 8,325 | $404.4K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,520 | $388.9K | 0.07% | +69+0.8% | Added |
| Henshaw Capital LLC | 8,377 | $382.4K | 0.02% | +2,791+50.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,182 | $373.5K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $361.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,789 | $355.6K | 0.04% | −739−8.7% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $354.8K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,756 | $354.1K | 0.00% | +6+0.1% | Added |
| State Board of Administration of Florida Retirement System | 7,336 | $340.0K | 0.00% | −3,000−29.0% | Reduced |
| ProShare Advisors LLC | 7,290 | $332.8K | 0.00% | +502+7.4% | Added |
| US Bancorp | 6,724 | $307.0K | 0.00% | −655−8.9% | Reduced |
| Brevan Howard Capital Management LP | 6,512 | $297.3K | 0.03% | +795+13.9% | Added |
| XTX Topco Ltd | 6,313 | $288.2K | 0.04% | +6,313 | New |
| Mutual of America Capital Management LLC | 6,188 | $282.5K | 0.00% | −98−1.6% | Reduced |
| Amundi | 6,375 | $255.8K | 0.00% | +1,675+35.6% | Added |
| Icon Wealth Advisors, LLC | 5,530 | $252.4K | 0.02% | 00.0% | Unchanged |
| Goodman Financial Corp | 5,416 | $247.2K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,141 | $234.7K | 0.02% | +41+0.8% | Added |
| United Capital Financial Advisers, LLC | 5,122 | $233.8K | 0.00% | −127−2.4% | Reduced |
| Callahan Advisors, LLC | 5,093 | $232.5K | 0.02% | +10.0% | Added |
| Evergreen Capital Management LLC | 5,069 | $231.4K | 0.01% | −147−2.8% | Reduced |
| Dark Forest Capital Management LP | 5,067 | $231.3K | 0.04% | +5,067 | New |
| Weil Company, Inc. | 4,950 | $226.0K | 0.09% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,904 | $223.9K | 0.03% | +4,904 | New |
| Bank of Montreal | 4,733 | $216.5K | 0.00% | +140+3.0% | Added |
| Everence Capital Management Inc | 4,740 | $216.0K | 0.01% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,604 | $210.2K | 0.12% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,270 | $206.4K | 0.01% | +3+0.1% | Added |
| SG Americas Securities, LLC | 4,445 | $203.0K | 0.00% | +4,445 | New |
| Stifel Financial Corp | 4,389 | $200.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,597 | $164.2K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,853 | $130.2K | 0.03% | +2,853 | New |
| Emerald Mutual Fund Advisers Trust | 2,841 | $129.7K | 0.01% | −14,105−83.2% | Reduced |
| Quantbot Technologies LP | 2,837 | $129.5K | 0.01% | +2,837 | New |
| Institutional & Family Asset Management, LLC | 2,579 | $117.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,530 | $115.5K | 0.01% | −270−9.6% | Reduced |
| American National Bank | 2,500 | $114.1K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,200 | $100.4K | 0.24% | +2,200 | New |
| Aquatic Capital Management LLC | 2,000 | $91.3K | 0.00% | −900−31.0% | Reduced |
| Metropolitan Life Insurance Co | 1,916 | $87.5K | 0.00% | −171−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,955 | $86.0K | 0.00% | +1,955 | New |
| Point72 (DIFC) Ltd | 1,676 | $76.5K | 0.01% | +1,676 | New |
| NBC Securities, Inc. | 1,674 | $76.0K | 0.01% | +275+19.7% | Added |
| CWM, LLC | 1,404 | $64.0K | 0.00% | −89−6.0% | Reduced |
| Quadrant Capital Group LLC | 1,245 | $56.8K | 0.00% | −15−1.2% | Reduced |
| Fifth Third Bancorp | 972 | $44.4K | 0.00% | −5−0.5% | Reduced |
| KBC Group NV | 918 | $42.0K | 0.00% | −386−29.6% | Reduced |
| Tower Research Capital LLC (TRC) | 906 | $41.4K | 0.00% | −15,150−94.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 846 | $38.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 735 | $33.6K | 0.00% | +24+3.4% | Added |
| Simplex Trading, LLC | 699 | $31.0K | 0.00% | +489+232.9% | Added |
| Headlands Technologies LLC | 665 | $30.4K | 0.01% | +665 | New |
| Venturi Wealth Management, LLC | 663 | $30.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 589 | $26.9K | 0.00% | +48+8.9% | Added |
| GAMMA Investing LLC | 537 | $24.5K | 0.00% | −429−44.4% | Reduced |
| Massmutual Trust Co FSB | 529 | $24.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 424 | $19.4K | 0.01% | −30−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 261 | $9.72K | 0.00% | +8+3.2% | Added |
| Nisa Investment Advisors, LLC | 212 | $9.68K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $9.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $8.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $8.05K | 0.00% | −70−27.7% | Reduced |
| Red Tortoise LLC | 155 | $7.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 119 | $5.45K | 0.00% | +119 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.78K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.46K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $1.19K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 25 | $1.14K | 0.00% | −2−7.4% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $1.10K | 0.00% | +8+50.0% | Added |