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, Q3 2024
Institutional positions in Independent Bank Group, Inc. as of Sep 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
- 208
- +16 vs. Q2 2024
- Shares held
- 32.3M
- +6.31M (+24.3%) vs. Q2 2024
- Total value
- $1.86B
- +$678.9M (+57.4%) vs. Q2 2024
- New holders
- 34
- 58 more added
- Sold out
- 18
- 73 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,686,492 | $327.9M | 0.01% | +5,686,492 | New |
| Vanguard Group Inc | 4,128,627 | $238.1M | 0.00% | +12,574+0.3% | Added |
| FMR LLC | 3,725,572 | $214.8M | 0.01% | +279,112+8.1% | Added |
| Dimensional Fund Advisors LP | 2,424,238 | $139.8M | 0.03% | +107,495+4.6% | Added |
| State Street Corp | 1,921,646 | $110.8M | 0.00% | −95,234−4.7% | Reduced |
| Macquarie Group Ltd | 1,098,691 | $63.4M | 0.07% | −25,195−2.2% | Reduced |
| FJ Capital Management LLC | 986,846 | $56.9M | 5.96% | −92,596−8.6% | Reduced |
| Goldman Sachs Group Inc | 964,936 | $55.6M | 0.01% | +430,028+80.4% | Added |
| Geode Capital Management, LLC | 879,076 | $50.7M | 0.00% | +15,447+1.8% | Added |
| Capital International Investors | 802,859 | $46.3M | 0.01% | +802,859 | New |
| Invesco Ltd. | 696,047 | $40.1M | 0.01% | +1,353+0.2% | Added |
| Manufacturers Life Insurance Company, The | 540,797 | $31.2M | 0.03% | −66,537−11.0% | Reduced |
| Morgan Stanley | 524,575 | $30.2M | 0.00% | −23,841−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 485,269 | $28.0M | 0.01% | +7,287+1.5% | Added |
| Bank of New York Mellon Corp | 398,054 | $23.0M | 0.00% | −32,458−7.5% | Reduced |
| Northern Trust Corp | 392,946 | $22.7M | 0.00% | −3,500−0.9% | Reduced |
| Qube Research & Technologies Ltd | 334,229 | $19.3M | 0.04% | −36,010−9.7% | Reduced |
| Bank of America Corp | 324,607 | $18.7M | 0.00% | −20,092−5.8% | Reduced |
| Magnetar Financial LLC | 321,761 | $18.6M | 0.40% | +10,996+3.5% | Added |
| Westchester Capital Management, LLC | 304,444 | $17.6M | 0.81% | +40,944+15.5% | Added |
| Bessemer Group Inc | 301,402 | $17.4M | 0.03% | +32,988+12.3% | Added |
| Millennium Management LLC | 256,557 | $14.8M | 0.01% | +65,146+34.0% | Added |
| HighTower Advisors, LLC | 246,756 | $14.2M | 0.02% | −54,690−18.1% | Reduced |
| Balyasny Asset Management LLC | 217,214 | $12.5M | 0.03% | −108,004−33.2% | Reduced |
| American Century Companies Inc | 208,064 | $12.0M | 0.01% | +143,227+220.9% | Added |
| Principal Financial Group Inc | 169,983 | $9.80M | 0.01% | −7,621−4.3% | Reduced |
| CNH Partners LLC | 166,465 | $9.60M | 0.22% | +78,297+88.8% | Added |
| Bridgeway Capital Management, LLC | 145,622 | $8.40M | 0.18% | +5,360+3.8% | Added |
| Truist Financial Corp | 137,869 | $7.95M | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 123,972 | $7.15M | 0.05% | −674−0.5% | Reduced |
| Ameriprise Financial Inc | 117,681 | $6.79M | 0.00% | −8,761−6.9% | Reduced |
| Private Capital Management LLC | 114,737 | $6.62M | 1.20% | +99,921+674.4% | Added |
| Rhumbline Advisers | 110,121 | $6.35M | 0.01% | −4,226−3.7% | Reduced |
| Empowered Funds, LLC | 107,275 | $6.19M | 0.10% | +6,363+6.3% | Added |
| Nuveen Asset Management, LLC | 100,209 | $5.78M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 99,295 | $5.73M | 0.00% | +991+1.0% | Added |
| Chartwell Investment Partners, LLC | 99,075 | $5.71M | 0.20% | −11,083−10.1% | Reduced |
| Royal Bank of Canada | 94,089 | $5.43M | 0.00% | +24,105+34.4% | Added |
| Omers Administration Corp | 90,000 | $5.19M | 0.05% | +81,000+900.0% | Added |
| UBS Asset Management Americas Inc | 89,110 | $5.14M | 0.00% | −12,821−12.6% | Reduced |
| New York Life Investment Management LLC | 84,196 | $4.85M | 0.05% | +365+0.4% | Added |
| Barclays PLC | 79,414 | $4.58M | 0.00% | +33,213+71.9% | Added |
| Public Sector Pension Investment Board | 76,545 | $4.41M | 0.02% | −2,700−3.4% | Reduced |
| Swiss National Bank | 72,722 | $4.19M | 0.00% | −500−0.7% | Reduced |
| Citigroup Inc | 71,054 | $4.10M | 0.00% | −89,508−55.7% | Reduced |
| JPMorgan Chase & Co | 66,746 | $3.85M | 0.00% | +10,307+18.3% | Added |
| Voloridge Investment Management, LLC | 63,353 | $3.65M | 0.01% | −87,322−58.0% | Reduced |
| Edgestream Partners, L.P. | 61,064 | $3.52M | 0.15% | +61,064 | New |
| Jane Street Group, LLC | 61,046 | $3.52M | 0.01% | +26,414+76.3% | Added |
| Susquehanna International Group, LLP | 59,503 | $3.43M | 0.01% | +39,661+199.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 58,790 | $3.39M | 0.01% | −8,200−12.2% | Reduced |
| Hennessy Advisors Inc | 54,000 | $3.11M | 0.10% | +49,000+980.0% | Added |
| Russell Investments Group, Ltd. | 47,598 | $2.74M | 0.00% | −2,699−5.4% | Reduced |
| Rafferty Asset Management, LLC | 47,579 | $2.74M | 0.01% | −29,773−38.5% | Reduced |
| Atom Investors LP | 44,424 | $2.56M | 0.27% | −99,673−69.2% | Reduced |
| Alliancebernstein L.P. | 41,121 | $2.37M | 0.00% | −2,109−4.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 38,142 | $2.20M | 0.01% | +38,142 | New |
| Prudential Financial Inc | 37,854 | $2.18M | 0.00% | −78,328−67.4% | Reduced |
| Great West Life Assurance Co | 35,568 | $2.05M | 0.00% | −1,754−4.7% | Reduced |
| EJF Capital LLC | 35,220 | $2.03M | 1.35% | −10,287−22.6% | Reduced |
| California State Teachers Retirement System | 35,159 | $2.03M | 0.00% | −1,015−2.8% | Reduced |
| UBS Group AG | 33,067 | $1.91M | 0.00% | −2,375−6.7% | Reduced |
| Royce & Associates LP | 31,045 | $1.79M | 0.02% | −15,833−33.8% | Reduced |
| Versor Investments LP | 28,658 | $1.65M | 0.26% | +186+0.7% | Added |
| Thrivent Financial for Lutherans | 28,313 | $1.63M | 0.00% | −1,572−5.3% | Reduced |
| Howard Financial Services, Ltd. | 27,932 | $1.61M | 0.23% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 27,160 | $1.57M | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 27,102 | $1.56M | 0.01% | +1,688+6.6% | Added |
| Two Sigma Investments, LP | 23,100 | $1.33M | 0.00% | −34,542−59.9% | Reduced |
| Price T Rowe Associates Inc | 21,728 | $1.25M | 0.00% | −1,492−6.4% | Reduced |
| MetLife Investment Management | 20,850 | $1.20M | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 20,798 | $1.20M | 0.01% | −216−1.0% | Reduced |
| State of Alaska, Department of Revenue | 20,575 | $1.19M | 0.01% | −562−2.7% | Reduced |
| Deutsche Bank AG | 20,365 | $1.17M | 0.00% | +4,660+29.7% | Added |
| D. E. Shaw & Co., Inc. | 20,266 | $1.17M | 0.00% | −82,926−80.4% | Reduced |
| Two Sigma Advisers, LP | 20,100 | $1.16M | 0.00% | −71,500−78.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,901 | $1.15M | 0.00% | +2,004+11.2% | Added |
| Janus Henderson Group PLC | 19,881 | $1.15M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 19,823 | $1.14M | 0.02% | −935−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 19,350 | $1.12M | 0.00% | −71−0.4% | Reduced |
| Mariner, LLC | 19,306 | $1.11M | 0.00% | +2,306+13.6% | Added |
| Sagefield Capital LP | 18,440 | $1.06M | 0.12% | +18,440 | New |
| Wells Fargo & Company | 18,410 | $1.06M | 0.00% | +469+2.6% | Added |
| LPL Financial LLC | 18,321 | $1.06M | 0.00% | +4,220+29.9% | Added |
| Raymond James & Associates | 17,835 | $1.03M | 0.00% | −2,141−10.7% | Reduced |
| Kestra Advisory Services, LLC | 17,826 | $1.03M | 0.01% | +31+0.2% | Added |
| Louisiana State Employees Retirement System | 17,400 | $1.00M | 0.02% | −700−3.9% | Reduced |
| King Luther Capital Management Corp | 16,000 | $922.6K | 0.00% | 00.0% | Unchanged |
| Water Island Capital LLC | 15,422 | $889.2K | 0.09% | −2,288−12.9% | Reduced |
| State of Wisconsin Investment Board | 14,733 | $849.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,987 | $806.5K | 0.01% | −394−2.7% | Reduced |
| Captrust Financial Advisors | 13,931 | $803.3K | 0.00% | +10.0% | Added |
| BNP Paribas Arbitrage, SA | 13,567 | $782.3K | 0.00% | +6,116+82.1% | Added |
| Comerica Bank | 13,381 | $771.5K | 0.00% | −408−3.0% | Reduced |
| Victory Capital Management Inc | 13,101 | $755.4K | 0.00% | −2,557−16.3% | Reduced |
| New York State Common Retirement Fund | 12,720 | $733.4K | 0.00% | −2,100−14.2% | Reduced |
| ProShare Advisors LLC | 12,552 | $723.7K | 0.00% | +1,793+16.7% | Added |
| Maryland State Retirement & Pension System | 12,175 | $702.0K | 0.01% | −377−3.0% | Reduced |
| Voya Investment Management LLC | 11,796 | $680.2K | 0.00% | −212−1.8% | Reduced |
| Envestnet Asset Management Inc | 11,786 | $679.6K | 0.00% | +324+2.8% | Added |