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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 11,660 | $673.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,201 | $645.9K | 0.00% | −930−7.7% | Reduced |
| Intech Investment Management LLC | 11,004 | $634.5K | 0.01% | +2,843+34.8% | Added |
| CI Private Wealth, LLC | 10,760 | $620.4K | 0.00% | +393+3.8% | Added |
| Arizona State Retirement System | 10,724 | $618.3K | 0.00% | +324+3.1% | Added |
| Amalgamated Bank | 10,617 | $612.0K | 0.01% | −389−3.5% | Reduced |
| Blackstone Group Inc. | 10,083 | $581.4K | 0.00% | −2,017−16.7% | Reduced |
| Vivaldi Asset Management, LLC | 9,738 | $561.5K | 0.04% | +9,738 | New |
| Advisor Group Holdings, Inc. | 9,497 | $547.6K | 0.00% | −2,326−19.7% | Reduced |
| State of Tennessee, Treasury Department | 9,123 | $526.0K | 0.00% | −560−5.8% | Reduced |
| Doliver Advisors, LP | 9,087 | $523.9K | 0.14% | −4,355−32.4% | Reduced |
| CFO4Life Group, LLC | 8,654 | $499.0K | 0.09% | +60+0.7% | Added |
| Henshaw Capital LLC | 8,514 | $490.9K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,505 | $490.4K | 0.01% | −217−2.5% | Reduced |
| New York State Teachers Retirement System | 8,477 | $489.0K | 0.00% | −1,069−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,302 | $478.7K | 0.01% | −10,789−56.5% | Reduced |
| HRT Financial LP | 7,962 | $459.0K | 0.00% | +7,962 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $448.1K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,707 | $444.4K | 0.00% | −50−0.6% | Reduced |
| Savant Capital, LLC | 7,322 | $422.2K | 0.00% | +406+5.9% | Added |
| Precedent Wealth Partners, LLC | 7,193 | $414.7K | 0.14% | +7,193 | New |
| CWM Advisors, LLC | 7,163 | $413.0K | 0.04% | −525−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $408.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,800 | $392.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,725 | $387.8K | 0.00% | +23+0.3% | Added |
| Citadel Advisors LLC | 6,375 | $367.6K | 0.00% | −18,321−74.2% | Reduced |
| Amundi | 6,347 | $359.1K | 0.00% | +833+15.1% | Added |
| Tudor Investment Corp Et Al | 6,198 | $357.4K | 0.00% | −34,943−84.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,195 | $357.0K | 0.00% | −11,750−65.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,757 | $331.9K | 0.00% | −93−1.6% | Reduced |
| LMR Partners LLP | 5,718 | $329.7K | 0.01% | +5,718 | New |
| Icon Wealth Advisors, LLC | 5,530 | $318.9K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,449 | $314.2K | 0.02% | +5,449 | New |
| Mutual of America Capital Management LLC | 5,423 | $312.7K | 0.00% | −495−8.4% | Reduced |
| Goodman Financial Corp | 5,416 | $312.3K | 0.07% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,296 | $305.4K | 0.00% | +634+13.6% | Added |
| Segment Wealth Management, LLC | 5,222 | $301.1K | 0.02% | +35+0.7% | Added |
| Evergreen Capital Management LLC | 5,121 | $295.3K | 0.01% | +92+1.8% | Added |
| Callahan Advisors, LLC | 5,094 | $293.7K | 0.03% | +10.0% | Added |
| Brevan Howard Capital Management LP | 5,037 | $290.4K | 0.01% | +5,037 | New |
| Bank of Montreal | 5,069 | $287.5K | 0.00% | +176+3.6% | Added |
| Weil Company, Inc. | 4,950 | $285.4K | 0.09% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,895 | $282.2K | 0.23% | −995−16.9% | Reduced |
| Pictet Asset Management Holding SA | 4,847 | $279.5K | 0.00% | +4,847 | New |
| Two Sigma Securities, LLC | 4,767 | $274.9K | 0.02% | +4,767 | New |
| Everence Capital Management Inc | 4,740 | $273.0K | 0.02% | +4,740 | New |
| HSBC Holdings PLC | 4,587 | $266.9K | 0.00% | +4,587 | New |
| Trail Ridge Investment Advisors, LLC | 4,604 | $266.6K | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 4,550 | $262.4K | 0.00% | −59,023−92.8% | Reduced |
| ExodusPoint Capital Management, LP | 4,538 | $262.0K | 0.00% | +4,538 | New |
| RSM US Wealth Management LLC | 4,579 | $256.0K | 0.00% | +4,579 | New |
| Stifel Financial Corp | 4,435 | $255.7K | 0.00% | −295−6.2% | Reduced |
| Profund Advisors LLC | 4,165 | $240.2K | 0.01% | +4,165 | New |
| Cerity Partners LLC | 4,120 | $237.6K | 0.00% | +4,120 | New |
| Hancock Whitney Corp | 3,847 | $221.8K | 0.01% | +3,847 | New |
| CSS LLC | 3,801 | $219.2K | 0.01% | +3,801 | New |
| Algert Global LLC | 3,745 | $215.9K | 0.01% | +3,745 | New |
| Ameritas Investment Partners, Inc. | 3,597 | $207.4K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,592 | $207.1K | 0.00% | +3,592 | New |
| CIBC Asset Management Inc | 3,546 | $204.5K | 0.00% | +3,546 | New |
| Emerald Mutual Fund Advisers Trust | 2,841 | $163.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,500 | $144.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $103.8K | 0.02% | +1,800 | New |
| KBC Group NV | 1,432 | $83.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,302 | $75.0K | 0.00% | −76−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,285 | $74.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 774 | $44.6K | 0.00% | −215−21.7% | Reduced |
| Signaturefd, LLC | 704 | $40.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 872 | $39.7K | 0.00% | +820+1,576.9% | Added |
| Venturi Wealth Management, LLC | 663 | $38.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 610 | $35.2K | 0.00% | −33−5.1% | Reduced |
| Public Employees Retirement System of Ohio | 569 | $32.8K | 0.00% | −16−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $31.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 529 | $30.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 473 | $27.3K | 0.01% | +23+5.1% | Added |
| GAMMA Investing LLC | 460 | $26.5K | 0.00% | +33+7.7% | Added |
| Smartleaf Asset Management LLC | 415 | $23.5K | 0.00% | +46+12.5% | Added |
| Headlands Technologies LLC | 396 | $22.8K | 0.00% | +396 | New |
| Parallax Volatility Advisers, L.P. | 334 | $19.3K | 0.00% | +304+1,013.3% | Added |
| EverSource Wealth Advisors, LLC | 286 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 227 | $13.1K | 0.00% | +2+0.9% | Added |
| Nisa Investment Advisors, LLC | 212 | $12.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $11.5K | 0.00% | +200 | New |
| Huntington National Bank | 186 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 182 | $10.0K | 0.00% | +182 | New |
| Red Tortoise LLC | 155 | $8.94K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 125 | $7.21K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 106 | $6.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 76 | $4.38K | 0.00% | +33+76.7% | Added |
| Private Wealth Management Group, LLC | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.73K | 0.00% | +25+500.0% | Added |
| Lindbrook Capital, LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 17 | $980 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $923 | 0.00% | 00.0% | Unchanged |