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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 10,970 | $665.5K | 0.00% | −826−7.0% | Reduced |
| Envestnet Asset Management Inc | 11,362 | $689.3K | 0.00% | −424−3.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,660 | $707.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,175 | $738.7K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,495 | $758.1K | 0.00% | −2,238−15.2% | Reduced |
| New York State Common Retirement Fund | 12,720 | $771.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,988 | $788.0K | 0.00% | −393−2.9% | Reduced |
| Yousif Capital Management, LLC | 13,634 | $827.2K | 0.01% | −353−2.5% | Reduced |
| Captrust Financial Advisors | 14,239 | $863.9K | 0.00% | +308+2.2% | Added |
| ProShare Advisors LLC | 16,481 | $999.9K | 0.00% | +3,929+31.3% | Added |
| Kestra Advisory Services, LLC | 16,537 | $1.00M | 0.01% | −1,289−7.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,724 | $1.01M | 0.03% | +16,724 | New |
| KDK Private Wealth Management, LLC | 17,175 | $1.04M | 1.08% | +17,175 | New |
| Louisiana State Employees Retirement System | 17,400 | $1.06M | 0.02% | 00.0% | Unchanged |
| Amundi | 18,103 | $1.10M | 0.00% | +11,756+185.2% | Added |
| Corebridge Financial, Inc. | 19,292 | $1.17M | 0.01% | −1,506−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 19,349 | $1.17M | 0.00% | −10.0% | Reduced |
| Water Island Capital LLC | 19,464 | $1.18M | 0.14% | +4,042+26.2% | Added |
| LPL Financial LLC | 20,103 | $1.22M | 0.00% | +1,782+9.7% | Added |
| State of Alaska, Department of Revenue | 20,453 | $1.24M | 0.01% | −122−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 20,624 | $1.25M | 0.00% | +723+3.6% | Added |
| Private Capital Management LLC | 21,301 | $1.29M | 0.26% | −93,436−81.4% | Reduced |
| Two Sigma Investments, LP | 21,400 | $1.30M | 0.00% | −1,700−7.4% | Reduced |
| Susquehanna International Group, LLP | 21,690 | $1.32M | 0.00% | −37,813−63.5% | Reduced |
| MetLife Investment Management | 22,051 | $1.34M | 0.01% | +1,201+5.8% | Added |
| Intech Investment Management LLC | 22,239 | $1.35M | 0.01% | +11,235+102.1% | Added |
| Jane Street Group, LLC | 22,867 | $1.39M | 0.00% | −38,179−62.5% | Reduced |
| Wells Fargo & Company | 23,014 | $1.40M | 0.00% | +4,604+25.0% | Added |
| Mariner, LLC | 23,407 | $1.42M | 0.00% | +4,101+21.2% | Added |
| Price T Rowe Associates Inc | 24,114 | $1.46M | 0.00% | +2,386+11.0% | Added |
| Howard Financial Services, Ltd. | 26,997 | $1.64M | 0.22% | −935−3.3% | Reduced |
| Linscomb & Williams, Inc. | 27,160 | $1.65M | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 27,864 | $1.69M | 0.00% | −449−1.6% | Reduced |
| Royce & Associates LP | 31,045 | $1.88M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,514 | $1.91M | 0.00% | +11,149+54.7% | Added |
| Rafferty Asset Management, LLC | 32,165 | $1.95M | 0.01% | −15,414−32.4% | Reduced |
| Pathstone Holdings, LLC | 33,036 | $2.00M | 0.01% | +5,934+21.9% | Added |
| State of New Jersey Common Pension Fund D | 33,167 | $2.01M | 0.01% | +33,167 | New |
| California State Teachers Retirement System | 34,785 | $2.11M | 0.00% | −374−1.1% | Reduced |
| Prudential Financial Inc | 36,643 | $2.33M | 0.00% | −1,211−3.2% | Reduced |
| Bridgeway Capital Management, LLC | 39,350 | $2.39M | 0.05% | −106,272−73.0% | Reduced |
| Alliancebernstein L.P. | 43,579 | $2.64M | 0.00% | +2,458+6.0% | Added |
| Hennessy Advisors Inc | 45,000 | $2.73M | 0.08% | −9,000−16.7% | Reduced |
| Russell Investments Group, Ltd. | 47,580 | $2.89M | 0.00% | −180.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 58,890 | $3.57M | 0.01% | +100+0.2% | Added |
| UBS Asset Management Americas Inc | 71,562 | $4.34M | 0.00% | −17,548−19.7% | Reduced |
| Citigroup Inc | 72,175 | $4.38M | 0.00% | +1,121+1.6% | Added |
| Swiss National Bank | 73,322 | $4.45M | 0.00% | +600+0.8% | Added |
| Abc Arbitrage SA | 76,230 | $4.62M | 0.66% | +76,230 | New |
| Barclays PLC | 85,691 | $5.20M | 0.00% | +6,277+7.9% | Added |
| Millennium Management LLC | 88,727 | $5.38M | 0.00% | −167,830−65.4% | Reduced |
| Public Sector Pension Investment Board | 89,822 | $5.45M | 0.02% | +13,277+17.3% | Added |
| Nuveen Asset Management, LLC | 99,198 | $6.02M | 0.00% | −1,011−1.0% | Reduced |
| Legal & General Group Plc | 100,739 | $6.11M | 0.00% | +1,444+1.5% | Added |
| Royal Bank of Canada | 103,295 | $6.27M | 0.00% | +9,206+9.8% | Added |
| Rhumbline Advisers | 106,212 | $6.44M | 0.01% | −3,909−3.5% | Reduced |
| Raymond James Financial Inc | 108,692 | $6.60M | 0.00% | +108,692 | New |
| Omers Administration Corp | 108,900 | $6.61M | 0.06% | +18,900+21.0% | Added |
| Ameriprise Financial Inc | 110,581 | $6.71M | 0.00% | −7,100−6.0% | Reduced |
| Truist Financial Corp | 137,869 | $8.36M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 138,888 | $8.43M | 0.00% | +72,142+108.1% | Added |
| Principal Financial Group Inc | 174,822 | $10.6M | 0.01% | +4,839+2.8% | Added |
| CNH Partners LLC | 180,365 | $10.9M | 0.26% | +13,900+8.4% | Added |
| HighTower Advisors, LLC | 247,040 | $15.0M | 0.02% | +284+0.1% | Added |
| Bank of New York Mellon Corp | 261,970 | $15.9M | 0.00% | −136,084−34.2% | Reduced |
| Qube Research & Technologies Ltd | 271,233 | $16.5M | 0.03% | −62,996−18.8% | Reduced |
| Bank of America Corp | 293,109 | $17.8M | 0.00% | −31,498−9.7% | Reduced |
| FJ Capital Management LLC | 305,431 | $18.5M | 2.15% | −681,415−69.0% | Reduced |
| Bessemer Group Inc | 314,117 | $19.1M | 0.03% | +12,715+4.2% | Added |
| Manufacturers Life Insurance Company, The | 319,617 | $19.4M | 0.02% | −221,180−40.9% | Reduced |
| Magnetar Financial LLC | 322,999 | $19.6M | 0.45% | +1,238+0.4% | Added |
| Northern Trust Corp | 414,402 | $25.1M | 0.00% | +21,456+5.5% | Added |
| UBS Group AG | 471,992 | $28.6M | 0.01% | +438,925+1,327.4% | Added |
| American Century Companies Inc | 487,026 | $29.5M | 0.02% | +278,962+134.1% | Added |
| Charles Schwab Investment Management Inc | 490,073 | $29.7M | 0.01% | +4,804+1.0% | Added |
| Morgan Stanley | 507,383 | $30.8M | 0.00% | −17,192−3.3% | Reduced |
| Goldman Sachs Group Inc | 540,011 | $32.8M | 0.01% | −424,925−44.0% | Reduced |
| Invesco Ltd. | 552,276 | $33.5M | 0.01% | −143,771−20.7% | Reduced |
| Geode Capital Management, LLC | 872,194 | $52.7M | 0.00% | −6,882−0.8% | Reduced |
| Macquarie Group Ltd | 1,095,284 | $66.5M | 0.08% | −3,407−0.3% | Reduced |
| Capital International Investors | 1,707,436 | $103.6M | 0.02% | +904,577+112.7% | Added |
| Capital Research Global Investors | 1,779,039 | $107.9M | 0.02% | +1,779,039 | New |
| State Street Corp | 1,950,679 | $118.3M | 0.00% | +29,033+1.5% | Added |
| Dimensional Fund Advisors LP | 2,457,003 | $149.1M | 0.04% | +32,765+1.4% | Added |
| FMR LLC | 3,725,102 | $226.0M | 0.01% | −4700.0% | Reduced |
| Vanguard Group Inc | 4,130,224 | $250.6M | 0.00% | +1,5970.0% | Added |
| BlackRock, Inc. | 5,754,197 | $349.1M | 0.01% | +67,705+1.2% | Added |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −304,444−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −217,214−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −123,972−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −107,275−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −84,196−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,353−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −61,064−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −44,424−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −38,142−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −35,568−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −35,220−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −28,658−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,266−100.0% | Sold out |