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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 13,930 | $634.1K | 0.00% | +76+0.5% | Added |
| Comerica Bank | 13,789 | $627.7K | 0.00% | −1,776−11.4% | Reduced |
| Doliver Advisors, LP | 13,442 | $611.9K | 0.17% | −1,200−8.2% | Reduced |
| Quantbot Technologies LP | 12,755 | $580.6K | 0.03% | +9,918+349.6% | Added |
| Maryland State Retirement & Pension System | 12,552 | $571.4K | 0.01% | −501−3.8% | Reduced |
| Guggenheim Capital LLC | 12,131 | $552.2K | 0.00% | +2,715+28.8% | Added |
| Blackstone Group Inc. | 12,100 | $550.8K | 0.00% | +12,100 | New |
| Voya Investment Management LLC | 12,008 | $546.6K | 0.00% | −34−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 11,823 | $538.2K | 0.00% | +1,131+10.6% | Added |
| Teachers Retirement System of the State of Kentucky | 11,660 | $530.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,462 | $521.8K | 0.00% | −1,918−14.3% | Reduced |
| Amalgamated Bank | 11,006 | $501.0K | 0.00% | −75−0.7% | Reduced |
| ProShare Advisors LLC | 10,759 | $489.8K | 0.00% | +3,469+47.6% | Added |
| Arizona State Retirement System | 10,400 | $473.4K | 0.00% | +189+1.9% | Added |
| CI Private Wealth, LLC | 10,367 | $471.9K | 0.00% | +28+0.3% | Added |
| State of Tennessee, Treasury Department | 9,683 | $440.8K | 0.00% | −5,338−35.5% | Reduced |
| New York State Teachers Retirement System | 9,546 | $435.0K | 0.00% | +269+2.9% | Added |
| Omers Administration Corp | 9,000 | $409.7K | 0.00% | +9,000 | New |
| Oregon Public Employees Retirement Fund | 8,722 | $397.0K | 0.01% | −900−9.4% | Reduced |
| CFO4Life Group, LLC | 8,594 | $391.2K | 0.07% | +74+0.9% | Added |
| Henshaw Capital LLC | 8,514 | $387.6K | 0.02% | +137+1.6% | Added |
| Intech Investment Management LLC | 8,161 | $371.5K | 0.00% | +8,161 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $353.8K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,757 | $353.1K | 0.00% | +10.0% | Added |
| CWM Advisors, LLC | 7,688 | $350.0K | 0.04% | −101−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 7,451 | $339.2K | 0.00% | −11,165−60.0% | Reduced |
| Icon Wealth Advisors, LLC | 5,530 | $326.6K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $322.1K | 0.00% | −1,106−13.5% | Reduced |
| Savant Capital, LLC | 6,916 | $314.8K | 0.00% | +6,916 | New |
| Handelsbanken Fonder AB | 6,800 | $310.0K | 0.00% | −1,100−13.9% | Reduced |
| US Bancorp | 6,702 | $305.1K | 0.00% | −22−0.3% | Reduced |
| Readystate Asset Management LP | 6,658 | $303.1K | 0.01% | +6,658 | New |
| Engineers Gate Manager LP | 6,427 | $292.6K | 0.01% | −2,672−29.4% | Reduced |
| Mutual of America Capital Management LLC | 5,918 | $269.4K | 0.00% | −270−4.4% | Reduced |
| Oxford Asset Management LLP | 5,890 | $268.1K | 0.26% | +5,890 | New |
| United Capital Financial Advisers, LLC | 5,850 | $266.3K | 0.00% | +728+14.2% | Added |
| Amundi | 5,514 | $249.8K | 0.00% | −861−13.5% | Reduced |
| Goodman Financial Corp | 5,416 | $246.5K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,187 | $236.1K | 0.02% | +46+0.9% | Added |
| Callahan Advisors, LLC | 5,093 | $231.8K | 0.02% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 5,060 | $230.3K | 0.09% | +5,060 | New |
| Evergreen Capital Management LLC | 5,029 | $228.9K | 0.01% | −40−0.8% | Reduced |
| Hennessy Advisors Inc | 5,000 | $227.6K | 0.01% | +5,000 | New |
| Weil Company, Inc. | 4,950 | $225.3K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 4,893 | $222.7K | 0.00% | +160+3.4% | Added |
| Stifel Financial Corp | 4,730 | $215.3K | 0.00% | +341+7.8% | Added |
| AQR Capital Management LLC | 4,662 | $212.2K | 0.00% | +4,662 | New |
| Trail Ridge Investment Advisors, LLC | 4,604 | $209.6K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,262 | $194.0K | 0.00% | −183−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,597 | $163.7K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 2,841 | $129.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,579 | $117.4K | 0.02% | 00.0% | Unchanged |
| American National Bank | 2,500 | $113.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,545 | $70.3K | 0.01% | −985−38.9% | Reduced |
| KBC Group NV | 1,432 | $65.0K | 0.00% | +514+56.0% | Added |
| CWM, LLC | 1,378 | $63.0K | 0.00% | −26−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,285 | $57.8K | 0.00% | −670−34.3% | Reduced |
| Fifth Third Bancorp | 989 | $45.0K | 0.00% | +17+1.7% | Added |
| Signaturefd, LLC | 704 | $32.0K | 0.00% | −31−4.2% | Reduced |
| Venturi Wealth Management, LLC | 663 | $30.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 643 | $29.3K | 0.00% | −602−48.4% | Reduced |
| Public Employees Retirement System of Ohio | 585 | $26.6K | 0.00% | −4−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $24.6K | 0.00% | +340+170.0% | Added |
| Massmutual Trust Co FSB | 529 | $24.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 450 | $20.5K | 0.01% | +26+6.1% | Added |
| GAMMA Investing LLC | 427 | $19.4K | 0.00% | −110−20.5% | Reduced |
| EverSource Wealth Advisors, LLC | 286 | $16.9K | 0.00% | +25+9.6% | Added |
| Smartleaf Asset Management LLC | 369 | $16.4K | 0.00% | +250+210.1% | Added |
| Farther Finance Advisors, LLC | 225 | $10.2K | 0.00% | +42+23.0% | Added |
| Nisa Investment Advisors, LLC | 212 | $9.65K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 186 | $8.47K | 0.00% | +7+3.9% | Added |
| Red Tortoise LLC | 155 | $7.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $4.83K | 0.00% | +97+1,077.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $4.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $2.37K | 0.00% | +52 | New |
| Simplex Trading, LLC | 59 | $2.00K | 0.00% | −640−91.6% | Reduced |
| Umb Bank N A | 43 | $1.96K | 0.00% | +17+65.4% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $1.91K | 0.00% | +42 | New |
| Private Wealth Management Group, LLC | 39 | $1.78K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.73K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $1.50K | 0.00% | +33 | New |
| Parallax Volatility Advisers, L.P. | 30 | $1.37K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| Parallel Advisors, LLC | 17 | $774 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $729 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $410 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 9 | $410 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $319 | 0.00% | +1+16.7% | Added |
| Rothschild Investment LLC | 5 | $228 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −350,284−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −332,116−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −80,877−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −68,249−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −49,575−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −38,286−100.0% | Sold out |