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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $173 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 3 | $173 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 4 | $231 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6 | $346 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $404 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $519 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 14 | $808 | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 16 | $923 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $980 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.44K | 0.00% | +1+4.2% | Added |
| Lindbrook Capital, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.73K | 0.00% | +25+500.0% | Added |
| Allworth Financial LP | 32 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 76 | $4.38K | 0.00% | +33+76.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $6.11K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 125 | $7.21K | 0.00% | +125 | New |
| Red Tortoise LLC | 155 | $8.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 182 | $10.0K | 0.00% | +182 | New |
| Huntington National Bank | 186 | $10.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $11.5K | 0.00% | +200 | New |
| Nisa Investment Advisors, LLC | 212 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 227 | $13.1K | 0.00% | +2+0.9% | Added |
| EverSource Wealth Advisors, LLC | 286 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 334 | $19.3K | 0.00% | +304+1,013.3% | Added |
| Headlands Technologies LLC | 396 | $22.8K | 0.00% | +396 | New |
| Smartleaf Asset Management LLC | 415 | $23.5K | 0.00% | +46+12.5% | Added |
| GAMMA Investing LLC | 460 | $26.5K | 0.00% | +33+7.7% | Added |
| Versant Capital Management, Inc | 473 | $27.3K | 0.01% | +23+5.1% | Added |
| Massmutual Trust Co FSB | 529 | $30.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 540 | $31.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 569 | $32.8K | 0.00% | −16−2.7% | Reduced |
| Quadrant Capital Group LLC | 610 | $35.2K | 0.00% | −33−5.1% | Reduced |
| Venturi Wealth Management, LLC | 663 | $38.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 872 | $39.7K | 0.00% | +820+1,576.9% | Added |
| Signaturefd, LLC | 704 | $40.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 774 | $44.6K | 0.00% | −215−21.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,285 | $74.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,302 | $75.0K | 0.00% | −76−5.5% | Reduced |
| KBC Group NV | 1,432 | $83.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $103.8K | 0.02% | +1,800 | New |
| American National Bank | 2,500 | $144.2K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 2,841 | $163.8K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,546 | $204.5K | 0.00% | +3,546 | New |
| JustInvest LLC | 3,592 | $207.1K | 0.00% | +3,592 | New |
| Ameritas Investment Partners, Inc. | 3,597 | $207.4K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 3,745 | $215.9K | 0.01% | +3,745 | New |
| CSS LLC | 3,801 | $219.2K | 0.01% | +3,801 | New |
| Hancock Whitney Corp | 3,847 | $221.8K | 0.01% | +3,847 | New |
| Cerity Partners LLC | 4,120 | $237.6K | 0.00% | +4,120 | New |
| Profund Advisors LLC | 4,165 | $240.2K | 0.01% | +4,165 | New |
| Stifel Financial Corp | 4,435 | $255.7K | 0.00% | −295−6.2% | Reduced |
| RSM US Wealth Management LLC | 4,579 | $256.0K | 0.00% | +4,579 | New |
| ExodusPoint Capital Management, LP | 4,538 | $262.0K | 0.00% | +4,538 | New |
| SEI Investments Co | 4,550 | $262.4K | 0.00% | −59,023−92.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,604 | $266.6K | 0.13% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,587 | $266.9K | 0.00% | +4,587 | New |
| Everence Capital Management Inc | 4,740 | $273.0K | 0.02% | +4,740 | New |
| Two Sigma Securities, LLC | 4,767 | $274.9K | 0.02% | +4,767 | New |
| Pictet Asset Management Holding SA | 4,847 | $279.5K | 0.00% | +4,847 | New |
| Oxford Asset Management LLP | 4,895 | $282.2K | 0.23% | −995−16.9% | Reduced |
| Weil Company, Inc. | 4,950 | $285.4K | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 5,069 | $287.5K | 0.00% | +176+3.6% | Added |
| Brevan Howard Capital Management LP | 5,037 | $290.4K | 0.01% | +5,037 | New |
| Callahan Advisors, LLC | 5,094 | $293.7K | 0.03% | +10.0% | Added |
| Evergreen Capital Management LLC | 5,121 | $295.3K | 0.01% | +92+1.8% | Added |
| Segment Wealth Management, LLC | 5,222 | $301.1K | 0.02% | +35+0.7% | Added |
| AQR Capital Management LLC | 5,296 | $305.4K | 0.00% | +634+13.6% | Added |
| Goodman Financial Corp | 5,416 | $312.3K | 0.07% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,423 | $312.7K | 0.00% | −495−8.4% | Reduced |
| XTX Topco Ltd | 5,449 | $314.2K | 0.02% | +5,449 | New |
| Icon Wealth Advisors, LLC | 5,530 | $318.9K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 5,718 | $329.7K | 0.01% | +5,718 | New |
| United Capital Financial Advisers, LLC | 5,757 | $331.9K | 0.00% | −93−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,195 | $357.0K | 0.00% | −11,750−65.5% | Reduced |
| Tudor Investment Corp Et Al | 6,198 | $357.4K | 0.00% | −34,943−84.9% | Reduced |
| Amundi | 6,347 | $359.1K | 0.00% | +833+15.1% | Added |
| Citadel Advisors LLC | 6,375 | $367.6K | 0.00% | −18,321−74.2% | Reduced |
| US Bancorp | 6,725 | $387.8K | 0.00% | +23+0.3% | Added |
| Handelsbanken Fonder AB | 6,800 | $392.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $408.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,163 | $413.0K | 0.04% | −525−6.8% | Reduced |
| Precedent Wealth Partners, LLC | 7,193 | $414.7K | 0.14% | +7,193 | New |
| Savant Capital, LLC | 7,322 | $422.2K | 0.00% | +406+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,707 | $444.4K | 0.00% | −50−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 7,772 | $448.1K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 7,962 | $459.0K | 0.00% | +7,962 | New |
| Tower Research Capital LLC (TRC) | 8,302 | $478.7K | 0.01% | −10,789−56.5% | Reduced |
| New York State Teachers Retirement System | 8,477 | $489.0K | 0.00% | −1,069−11.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,505 | $490.4K | 0.01% | −217−2.5% | Reduced |
| Henshaw Capital LLC | 8,514 | $490.9K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,654 | $499.0K | 0.09% | +60+0.7% | Added |
| Doliver Advisors, LP | 9,087 | $523.9K | 0.14% | −4,355−32.4% | Reduced |
| State of Tennessee, Treasury Department | 9,123 | $526.0K | 0.00% | −560−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,497 | $547.6K | 0.00% | −2,326−19.7% | Reduced |