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, Q4 2024
Institutional positions in Independent Bank Group, Inc. as of Dec 31, 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
IBTX is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 187
- −19 vs. Q3 2024
- Shares held
- 32.6M
- +468.6K (+1.5%) vs. Q3 2024
- Total value
- $1.98B
- +$125.1M (+6.7%) vs. Q3 2024
- New holders
- 24
- 62 more added
- Sold out
- 43
- 65 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Independent Bank Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 3 | $182 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $243 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 7 | $425 | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 7 | $425 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 8 | $485 | 0.00% | −9−52.9% | Reduced |
| SBI Securities Co., Ltd. | 10 | $607 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 16 | $971 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.09K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $1.88K | 0.00% | +6+24.0% | Added |
| Hemington Wealth Management | 41 | $2.00K | 0.00% | +20+95.2% | Added |
| Private Wealth Management Group, LLC | 39 | $2.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.43K | 0.00% | +10+33.3% | Added |
| Hexagon Capital Partners LLC | 43 | $2.61K | 0.00% | +43 | New |
| Northwestern Mutual Wealth Management Co | 57 | $3.46K | 0.00% | +57 | New |
| Umb Bank N A | 76 | $4.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $6.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 155 | $9.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 158 | $9.59K | 0.00% | −128−44.8% | Reduced |
| Harbor Capital Advisors, Inc. | 179 | $11.0K | 0.00% | −3−1.6% | Reduced |
| Huntington National Bank | 204 | $12.4K | 0.00% | +18+9.7% | Added |
| IFP Advisors, Inc | 193 | $12.6K | 0.00% | −7−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 212 | $12.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 212 | $12.9K | 0.00% | −15−6.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 288 | $17.5K | 0.02% | +288 | New |
| GAMMA Investing LLC | 497 | $30.2K | 0.00% | +37+8.0% | Added |
| Versant Capital Management, Inc | 512 | $31.1K | 0.01% | +39+8.2% | Added |
| Massmutual Trust Co FSB | 526 | $31.9K | 0.00% | −3−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 534 | $32.4K | 0.00% | −35−6.2% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $32.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 653 | $39.6K | 0.00% | −121−15.6% | Reduced |
| Venturi Wealth Management, LLC | 663 | $40.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 696 | $42.2K | 0.00% | +86+14.1% | Added |
| Signaturefd, LLC | 698 | $42.3K | 0.00% | −6−0.9% | Reduced |
| Creative Planning | 751 | $45.6K | 0.00% | +751 | New |
| Vestcor Inc | 911 | $55.0K | 0.00% | +911 | New |
| Smartleaf Asset Management LLC | 1,125 | $67.9K | 0.01% | +710+171.1% | Added |
| Sterling Capital Management LLC | 1,142 | $69.3K | 0.00% | +1,017+813.6% | Added |
| Collier Financial | 1,231 | $74.7K | 0.07% | +1,231 | New |
| Tower Research Capital LLC (TRC) | 1,264 | $76.7K | 0.00% | −7,038−84.8% | Reduced |
| CWM, LLC | 1,286 | $78.0K | 0.00% | −16−1.2% | Reduced |
| KBC Group NV | 1,984 | $120.0K | 0.00% | +552+38.5% | Added |
| American National Bank | 2,500 | $151.7K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,391 | $205.7K | 0.00% | +3,391 | New |
| Kovitz Investment Group Partners, LLC | 3,658 | $221.9K | 0.00% | +3,658 | New |
| AE Wealth Management LLC | 3,671 | $222.7K | 0.00% | +3,671 | New |
| Ameritas Investment Partners, Inc. | 3,792 | $230.1K | 0.01% | +195+5.4% | Added |
| JustInvest LLC | 3,796 | $230.3K | 0.00% | +204+5.7% | Added |
| Two Sigma Advisers, LP | 3,900 | $236.6K | 0.00% | −16,200−80.6% | Reduced |
| Profund Advisors LLC | 3,952 | $239.8K | 0.01% | −213−5.1% | Reduced |
| Hancock Whitney Corp | 4,175 | $253.3K | 0.01% | +328+8.5% | Added |
| HSBC Holdings PLC | 4,216 | $255.4K | 0.00% | −371−8.1% | Reduced |
| Stifel Financial Corp | 4,455 | $270.3K | 0.00% | +20+0.5% | Added |
| SEI Investments Co | 4,550 | $276.0K | 0.00% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,604 | $279.3K | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,847 | $294.1K | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,950 | $300.3K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,095 | $309.1K | 0.03% | +10.0% | Added |
| Evergreen Capital Management LLC | 5,135 | $311.5K | 0.01% | +14+0.3% | Added |
| Segment Wealth Management, LLC | 5,254 | $318.7K | 0.02% | +32+0.6% | Added |
| Bank of Montreal | 5,409 | $328.2K | 0.00% | +340+6.7% | Added |
| BNP Paribas Arbitrage, SA | 5,417 | $328.6K | 0.00% | −8,150−60.1% | Reduced |
| Mutual of America Capital Management LLC | 5,461 | $331.3K | 0.00% | +38+0.7% | Added |
| Icon Wealth Advisors, LLC | 5,530 | $335.5K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,657 | $343.2K | 0.00% | −100−1.7% | Reduced |
| Citadel Advisors LLC | 5,679 | $344.5K | 0.00% | −696−10.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,195 | $376.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,615 | $401.3K | 0.00% | −110−1.6% | Reduced |
| CWM Advisors, LLC | 6,626 | $402.0K | 0.04% | −537−7.5% | Reduced |
| Victory Capital Management Inc | 6,662 | $404.2K | 0.00% | −6,439−49.1% | Reduced |
| Precedent Wealth Partners, LLC | 6,693 | $406.1K | 0.13% | −500−7.0% | Reduced |
| Handelsbanken Fonder AB | 6,800 | $413.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,000 | $424.7K | 0.01% | +1,963+39.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $429.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,110 | $431.4K | 0.00% | +1,814+34.3% | Added |
| Algert Global LLC | 7,126 | $432.3K | 0.01% | +3,381+90.3% | Added |
| Savant Capital, LLC | 7,409 | $449.5K | 0.00% | +87+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,696 | $466.9K | 0.00% | −11−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,714 | $468.0K | 0.00% | +7,714 | New |
| Adell Harriman & Carpenter Inc | 7,772 | $471.5K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,800 | $473.2K | 0.01% | +7,800 | New |
| New York State Teachers Retirement System | 8,477 | $514.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,505 | $516.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,514 | $516.5K | 0.02% | 00.0% | Unchanged |
| Doliver Advisors, LP | 8,644 | $524.4K | 0.15% | −443−4.9% | Reduced |
| CFO4Life Group, LLC | 8,705 | $528.1K | 0.09% | +51+0.6% | Added |
| State of Tennessee, Treasury Department | 8,741 | $530.3K | 0.00% | −382−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,019 | $547.2K | 0.00% | −478−5.0% | Reduced |
| Vivaldi Asset Management, LLC | 9,414 | $571.1K | 0.04% | −324−3.3% | Reduced |
| Blackstone Group Inc. | 10,083 | $611.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,338 | $627.2K | 0.00% | −422−3.9% | Reduced |
| Amalgamated Bank | 10,617 | $644.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,814 | $656.1K | 0.00% | +90+0.8% | Added |