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, Q2 2024
Institutional positions in Independent Bank Group, Inc. as of Jun 30, 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
- 194
- −17 vs. Q1 2024
- Shares held
- 31.6M
- −929.0K (−2.9%) vs. Q1 2024
- Total value
- $1.44B
- −$46.4M (−3.1%) vs. Q1 2024
- New holders
- 24
- 66 more added
- Sold out
- 41
- 71 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $228 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $319 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 9 | $410 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 9 | $410 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 16 | $729 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $774 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $1.37K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 33 | $1.50K | 0.00% | +33 | New |
| Allworth Financial LP | 32 | $1.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 42 | $1.91K | 0.00% | +42 | New |
| Umb Bank N A | 43 | $1.96K | 0.00% | +17+65.4% | Added |
| Simplex Trading, LLC | 59 | $2.00K | 0.00% | −640−91.6% | Reduced |
| Ronald Blue Trust, Inc. | 52 | $2.37K | 0.00% | +52 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $4.83K | 0.00% | +97+1,077.8% | Added |
| Red Tortoise LLC | 155 | $7.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 186 | $8.47K | 0.00% | +7+3.9% | Added |
| Nisa Investment Advisors, LLC | 212 | $9.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 225 | $10.2K | 0.00% | +42+23.0% | Added |
| Smartleaf Asset Management LLC | 369 | $16.4K | 0.00% | +250+210.1% | Added |
| EverSource Wealth Advisors, LLC | 286 | $16.9K | 0.00% | +25+9.6% | Added |
| GAMMA Investing LLC | 427 | $19.4K | 0.00% | −110−20.5% | Reduced |
| Versant Capital Management, Inc | 450 | $20.5K | 0.01% | +26+6.1% | Added |
| Massmutual Trust Co FSB | 529 | $24.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 540 | $24.6K | 0.00% | +340+170.0% | Added |
| Public Employees Retirement System of Ohio | 585 | $26.6K | 0.00% | −4−0.7% | Reduced |
| Quadrant Capital Group LLC | 643 | $29.3K | 0.00% | −602−48.4% | Reduced |
| Venturi Wealth Management, LLC | 663 | $30.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 704 | $32.0K | 0.00% | −31−4.2% | Reduced |
| Fifth Third Bancorp | 989 | $45.0K | 0.00% | +17+1.7% | Added |
| CIBC Private Wealth Group, LLC | 1,285 | $57.8K | 0.00% | −670−34.3% | Reduced |
| CWM, LLC | 1,378 | $63.0K | 0.00% | −26−1.9% | Reduced |
| KBC Group NV | 1,432 | $65.0K | 0.00% | +514+56.0% | Added |
| AdvisorNet Financial, Inc | 1,545 | $70.3K | 0.01% | −985−38.9% | Reduced |
| American National Bank | 2,500 | $113.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $117.4K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 2,841 | $129.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,597 | $163.7K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,262 | $194.0K | 0.00% | −183−4.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,604 | $209.6K | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,662 | $212.2K | 0.00% | +4,662 | New |
| Stifel Financial Corp | 4,730 | $215.3K | 0.00% | +341+7.8% | Added |
| Bank of Montreal | 4,893 | $222.7K | 0.00% | +160+3.4% | Added |
| Weil Company, Inc. | 4,950 | $225.3K | 0.08% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 5,000 | $227.6K | 0.01% | +5,000 | New |
| Evergreen Capital Management LLC | 5,029 | $228.9K | 0.01% | −40−0.8% | Reduced |
| Townsend Asset Management Corp | 5,060 | $230.3K | 0.09% | +5,060 | New |
| Callahan Advisors, LLC | 5,093 | $231.8K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,187 | $236.1K | 0.02% | +46+0.9% | Added |
| Goodman Financial Corp | 5,416 | $246.5K | 0.05% | 00.0% | Unchanged |
| Amundi | 5,514 | $249.8K | 0.00% | −861−13.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,850 | $266.3K | 0.00% | +728+14.2% | Added |
| Oxford Asset Management LLP | 5,890 | $268.1K | 0.26% | +5,890 | New |
| Mutual of America Capital Management LLC | 5,918 | $269.4K | 0.00% | −270−4.4% | Reduced |
| Engineers Gate Manager LP | 6,427 | $292.6K | 0.01% | −2,672−29.4% | Reduced |
| Readystate Asset Management LP | 6,658 | $303.1K | 0.01% | +6,658 | New |
| US Bancorp | 6,702 | $305.1K | 0.00% | −22−0.3% | Reduced |
| Handelsbanken Fonder AB | 6,800 | $310.0K | 0.00% | −1,100−13.9% | Reduced |
| Savant Capital, LLC | 6,916 | $314.8K | 0.00% | +6,916 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $322.1K | 0.00% | −1,106−13.5% | Reduced |
| Icon Wealth Advisors, LLC | 5,530 | $326.6K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,451 | $339.2K | 0.00% | −11,165−60.0% | Reduced |
| CWM Advisors, LLC | 7,688 | $350.0K | 0.04% | −101−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,757 | $353.1K | 0.00% | +10.0% | Added |
| Adell Harriman & Carpenter Inc | 7,772 | $353.8K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,161 | $371.5K | 0.00% | +8,161 | New |
| Henshaw Capital LLC | 8,514 | $387.6K | 0.02% | +137+1.6% | Added |
| CFO4Life Group, LLC | 8,594 | $391.2K | 0.07% | +74+0.9% | Added |
| Oregon Public Employees Retirement Fund | 8,722 | $397.0K | 0.01% | −900−9.4% | Reduced |
| Omers Administration Corp | 9,000 | $409.7K | 0.00% | +9,000 | New |
| New York State Teachers Retirement System | 9,546 | $435.0K | 0.00% | +269+2.9% | Added |
| State of Tennessee, Treasury Department | 9,683 | $440.8K | 0.00% | −5,338−35.5% | Reduced |
| CI Private Wealth, LLC | 10,367 | $471.9K | 0.00% | +28+0.3% | Added |
| Arizona State Retirement System | 10,400 | $473.4K | 0.00% | +189+1.9% | Added |
| ProShare Advisors LLC | 10,759 | $489.8K | 0.00% | +3,469+47.6% | Added |
| Amalgamated Bank | 11,006 | $501.0K | 0.00% | −75−0.7% | Reduced |
| Envestnet Asset Management Inc | 11,462 | $521.8K | 0.00% | −1,918−14.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,660 | $530.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,823 | $538.2K | 0.00% | +1,131+10.6% | Added |
| Voya Investment Management LLC | 12,008 | $546.6K | 0.00% | −34−0.3% | Reduced |
| Blackstone Group Inc. | 12,100 | $550.8K | 0.00% | +12,100 | New |
| Guggenheim Capital LLC | 12,131 | $552.2K | 0.00% | +2,715+28.8% | Added |
| Maryland State Retirement & Pension System | 12,552 | $571.4K | 0.01% | −501−3.8% | Reduced |
| Quantbot Technologies LP | 12,755 | $580.6K | 0.03% | +9,918+349.6% | Added |
| Doliver Advisors, LP | 13,442 | $611.9K | 0.17% | −1,200−8.2% | Reduced |
| Comerica Bank | 13,789 | $627.7K | 0.00% | −1,776−11.4% | Reduced |
| Captrust Financial Advisors | 13,930 | $634.1K | 0.00% | +76+0.5% | Added |
| LPL Financial LLC | 14,101 | $641.9K | 0.00% | +719+5.4% | Added |
| Yousif Capital Management, LLC | 14,381 | $654.6K | 0.01% | −1,726−10.7% | Reduced |
| State of Wisconsin Investment Board | 14,733 | $670.6K | 0.00% | −57,428−79.6% | Reduced |
| Private Capital Management LLC | 14,816 | $674.4K | 0.13% | −822−5.3% | Reduced |
| New York State Common Retirement Fund | 14,820 | $674.6K | 0.00% | +305+2.1% | Added |
| Victory Capital Management Inc | 15,658 | $712.8K | 0.00% | +810+5.5% | Added |