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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 7,772 | $471.5K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,714 | $468.0K | 0.00% | +7,714 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,696 | $466.9K | 0.00% | −11−0.1% | Reduced |
| Savant Capital, LLC | 7,409 | $449.5K | 0.00% | +87+1.2% | Added |
| Algert Global LLC | 7,126 | $432.3K | 0.01% | +3,381+90.3% | Added |
| AQR Capital Management LLC | 7,110 | $431.4K | 0.00% | +1,814+34.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,076 | $429.3K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,000 | $424.7K | 0.01% | +1,963+39.0% | Added |
| Handelsbanken Fonder AB | 6,800 | $413.0K | 0.00% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 6,693 | $406.1K | 0.13% | −500−7.0% | Reduced |
| Victory Capital Management Inc | 6,662 | $404.2K | 0.00% | −6,439−49.1% | Reduced |
| CWM Advisors, LLC | 6,626 | $402.0K | 0.04% | −537−7.5% | Reduced |
| US Bancorp | 6,615 | $401.3K | 0.00% | −110−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,195 | $376.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,679 | $344.5K | 0.00% | −696−10.9% | Reduced |
| United Capital Financial Advisers, LLC | 5,657 | $343.2K | 0.00% | −100−1.7% | Reduced |
| Icon Wealth Advisors, LLC | 5,530 | $335.5K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,461 | $331.3K | 0.00% | +38+0.7% | Added |
| BNP Paribas Arbitrage, SA | 5,417 | $328.6K | 0.00% | −8,150−60.1% | Reduced |
| Bank of Montreal | 5,409 | $328.2K | 0.00% | +340+6.7% | Added |
| Segment Wealth Management, LLC | 5,254 | $318.7K | 0.02% | +32+0.6% | Added |
| Evergreen Capital Management LLC | 5,135 | $311.5K | 0.01% | +14+0.3% | Added |
| Callahan Advisors, LLC | 5,095 | $309.1K | 0.03% | +10.0% | Added |
| Weil Company, Inc. | 4,950 | $300.3K | 0.10% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,847 | $294.1K | 0.00% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,604 | $279.3K | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 4,550 | $276.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,455 | $270.3K | 0.00% | +20+0.5% | Added |
| HSBC Holdings PLC | 4,216 | $255.4K | 0.00% | −371−8.1% | Reduced |
| Hancock Whitney Corp | 4,175 | $253.3K | 0.01% | +328+8.5% | Added |
| Profund Advisors LLC | 3,952 | $239.8K | 0.01% | −213−5.1% | Reduced |
| Two Sigma Advisers, LP | 3,900 | $236.6K | 0.00% | −16,200−80.6% | Reduced |
| JustInvest LLC | 3,796 | $230.3K | 0.00% | +204+5.7% | Added |
| Ameritas Investment Partners, Inc. | 3,792 | $230.1K | 0.01% | +195+5.4% | Added |
| AE Wealth Management LLC | 3,671 | $222.7K | 0.00% | +3,671 | New |
| Kovitz Investment Group Partners, LLC | 3,658 | $221.9K | 0.00% | +3,658 | New |
| CIBC World Markets Corp | 3,391 | $205.7K | 0.00% | +3,391 | New |
| American National Bank | 2,500 | $151.7K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,984 | $120.0K | 0.00% | +552+38.5% | Added |
| CWM, LLC | 1,286 | $78.0K | 0.00% | −16−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,264 | $76.7K | 0.00% | −7,038−84.8% | Reduced |
| Collier Financial | 1,231 | $74.7K | 0.07% | +1,231 | New |
| Sterling Capital Management LLC | 1,142 | $69.3K | 0.00% | +1,017+813.6% | Added |
| Smartleaf Asset Management LLC | 1,125 | $67.9K | 0.01% | +710+171.1% | Added |
| Vestcor Inc | 911 | $55.0K | 0.00% | +911 | New |
| Creative Planning | 751 | $45.6K | 0.00% | +751 | New |
| Signaturefd, LLC | 698 | $42.3K | 0.00% | −6−0.9% | Reduced |
| Quadrant Capital Group LLC | 696 | $42.2K | 0.00% | +86+14.1% | Added |
| Venturi Wealth Management, LLC | 663 | $40.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 653 | $39.6K | 0.00% | −121−15.6% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $32.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 534 | $32.4K | 0.00% | −35−6.2% | Reduced |
| Massmutual Trust Co FSB | 526 | $31.9K | 0.00% | −3−0.6% | Reduced |
| Versant Capital Management, Inc | 512 | $31.1K | 0.01% | +39+8.2% | Added |
| GAMMA Investing LLC | 497 | $30.2K | 0.00% | +37+8.0% | Added |
| Caitong International Asset Management Co., Ltd | 288 | $17.5K | 0.02% | +288 | New |
| Farther Finance Advisors, LLC | 212 | $12.9K | 0.00% | −15−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 212 | $12.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 193 | $12.6K | 0.00% | −7−3.5% | Reduced |
| Huntington National Bank | 204 | $12.4K | 0.00% | +18+9.7% | Added |
| Harbor Capital Advisors, Inc. | 179 | $11.0K | 0.00% | −3−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 158 | $9.59K | 0.00% | −128−44.8% | Reduced |
| Red Tortoise LLC | 155 | $9.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $6.43K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 76 | $4.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $3.46K | 0.00% | +57 | New |
| Hexagon Capital Partners LLC | 43 | $2.61K | 0.00% | +43 | New |
| Rothschild Investment LLC | 40 | $2.43K | 0.00% | +10+33.3% | Added |
| Private Wealth Management Group, LLC | 39 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 41 | $2.00K | 0.00% | +20+95.2% | Added |
| JFS Wealth Advisors, LLC | 31 | $1.88K | 0.00% | +6+24.0% | Added |
| Lindbrook Capital, LLC | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.09K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $971 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $607 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 8 | $485 | 0.00% | −9−52.9% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $243 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 3 | $182 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |