Independent Bank GroupIBTX

13F holders, Q1 2024 (March 31)
212holders
5famous investors
$45.65avg. 13F price*

At the end of Q1 2024, 212 institutions reported holding Independent Bank Group Inc. (IBTX) in their 13F filings. The largest holders were BlackRock Inc. ($267.2M), Vanguard Group Inc. ($190.0M) and FMR LLC ($165.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Independent Bank Group Inc.
CUSIP
45384B106
Latest filing quarter
Q4 2024

History

Number of 13F holders

050100150200250 Q1 2024: 212Q1 2024Q2 2024: 194Q2 2024Q3 2024: 208Q3 2024Q4 2024: 187Q4 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$12.1M
Exits7$3.0M

Ownership 212 holders

BlackRock Inc. 0.01% Reduce -2.1% 5,853,312 $267.2M
Vanguard Group Inc. 0.00% Reduce -0.4% 4,162,775 $190.0M
FMR LLC 0.01% Reduce -2.1% 3,633,607 $165.9M
Dimensional Fund Advisors LP 0.03% Add +7.7% 2,277,652 $104.0M
State Street Corp. 0.00% Reduce -3.5% 1,869,323 $85.3M
FJ Capital Management LLC 5.33% Add +19.1% 1,148,531 $52.4M
Macquarie Group Ltd. 0.06% Add +50.2% 1,119,679 $51.1M
Geode Capital Management, LLC 0.00% Add +2.0% 829,950 $37.9M
Manufacturers Life Insurance Company, The 0.03% Add +0.6% 774,945 $35.4M
Invesco Ltd. 0.01% Add +46.6% 716,801 $32.7M
Royce & Associates LP 0.26% Add +3.6% 641,803 $29.3M
Millennium Management 0.02% Reduce -44.0% 579,397 $26.4M
Morgan Stanley 0.00% Reduce -21.7% 492,895 $22.5M
Charles Schwab Investment Management Inc. 0.00% Add +5.8% 453,635 $20.7M
Bank of New York Mellon Corp 0.00% Reduce -4.0% 430,836 $19.7M
Adage Capital Partners Gp, L.L.C. 0.04% Add +46.3% 429,176 $19.6M
Northern Trust Corp. 0.00% Reduce -2.0% 407,456 $18.6M
Hodges Capital Management Inc. 1.02% Reduce -8.7% 350,284 $16.0M
Holocene Advisors, LP 0.06% Reduce -46.6% 332,116 $15.2M
HighTower Advisors, LLC 0.02% Add +0.2% 301,565 $13.8M
Citadel Advisors 0.01% Add +5993.5% 298,398 $13.6M
Bank of America Corp. 0.00% Add +37.5% 284,256 $13.0M
Goldman Sachs Group Inc. 0.00% Reduce -7.0% 227,031 $10.4M
Bessemer Group Inc. 0.02% Add +6.8% 226,860 $10.4M
Principal Financial Group Inc. 0.01% Reduce -0.4% 186,487 $8.5M
Nuveen Asset Management, LLC 0.00% Add +79.9% 178,838 $8.2M
Peregrine Capital Management LLC 0.21% Reduce -5.7% 162,814 $7.4M
Prudential Financial Inc. 0.01% Add +81.6% 160,316 $7.3M
Truist Financial Corp. 0.01% No change 137,869 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -7.5% 137,601 $6.3M
Chartwell Investment Partners, LLC 0.20% Reduce -18.0% 128,839 $5.9M
Bridgeway Capital Management, LLC 0.12% Add +7.1% 126,864 $5.8M
Two Sigma Advisers, LP 0.01% Reduce -7.0% 122,600 $5.6M
Voloridge Investment Management, LLC 0.02% Add +183.0% 120,190 $5.5M
Rhumbline Advisers 0.01% Add +0.3% 114,382 $5.2M
Empowered Funds, LLC 0.09% Add +8.1% 111,914 $5.1M
Legal & General Group Plc 0.00% Reduce -0.2% 98,740 $4.5M
Two Sigma Investments, LP 0.01% Add +211.6% 86,083 $3.9M
Royal Bank of Canada 0.00% Add +4.7% 84,715 $3.9M
Silvercrest Asset Management Group LLC 0.03% Add +28.3% 81,115 $3.7M
Cubist Systematic Strategies, LLC 0.04% New 80,877 $3.7M
Public Sector Pension Investment Board 0.02% Reduce -1.2% 73,622 $3.4M
Swiss National Bank 0.00% No change 73,222 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -20.2% 72,161 $3.3M
Edgestream Partners, L.P. 0.16% Add +72.0% 68,249 $3.1M
Barclays PLC 0.00% Reduce -25.9% 66,695 $3.0M
Citigroup Inc. 0.00% Add +11.5% 63,947 $2.9M
Russell Investments Group, Ltd. 0.00% No change 63,939 $2.9M
Sei Investments Co. 0.00% Reduce -6.7% 63,042 $2.9M
Tudor Investment Corporation 0.03% Add +31.6% 59,166 $2.7M
American Century Companies Inc. 0.00% Add +43.1% 57,886 $2.6M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -56.9% 56,850 $2.6M
Rafferty Asset Management, LLC 0.01% Reduce -8.1% 53,710 $2.5M
D. E. Shaw & Co. 0.00% Add +8.1% 50,593 $2.3M
Elizabeth Park Capital Advisors, Ltd. 1.88% Reduce -6.6% 49,575 $2.3M
First Trust Advisors LP 0.00% Reduce -31.8% 49,179 $2.2M
Atom Investors LP 0.27% Add +368.9% 47,656 $2.2M
Alliancebernstein L.P. 0.00% Reduce -8.3% 43,230 $2.0M
Jane Street Group, LLC 0.00% Add +92.5% 41,732 $1.9M
Credit Suisse AG/ 0.00% Add +0.4% 39,446 $1.8M
JPMorgan Chase & Co. 0.00% Reduce -21.1% 38,364 $1.8M
Gsa Capital Partners LLP 0.14% Add +75.5% 38,286 $1.7M
California State Teachers Retirement System 0.00% Reduce -5.1% 37,055 $1.7M
Squarepoint Ops LLC 0.01% Add +148.3% 36,861 $1.7M
Renaissance Technologies 0.00% New 35,943 $1.6M
Trexquant Investment LP 0.03% Add +102.6% 33,268 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Add +6.2% 32,485 $1.5M
Texas Permanent School Fund Corp. 0.01% Add +1.4% 31,433 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 31,157 $1.4M
UBS Group AG 0.00% Reduce -30.4% 30,820 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 29,631 $1.4M
HRT Financial LP 0.01% Add +108.3% 27,781 $1.3M
Howard Financial Services, LTD. 0.22% Add +0.8% 27,698 $1.3M
Linscomb Wealth, Inc. 0.06% No change 27,160 $1.2M
Pathstone Holdings, LLC 0.01% Add +289.5% 24,706 $1.1M
First Dallas Securities Inc. 0.49% New 23,252 $1.1M
Tectonic Advisors LLC 0.08% Add +31.9% 22,702 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +6.1% 22,033 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 21,880 $998K
Raymond James & Associates 0.00% Add +20.2% 21,435 $979K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.7% 20,398 $931K
Janus Henderson Group PLC 0.00% No change 20,066 $916K
Illinois Municipal Retirement Fund 0.01% Reduce -0.7% 19,865 $907K
PNC Financial Services Group, Inc. 0.00% Add +660.9% 19,632 $896K
American International Group, Inc. 0.00% Reduce -0.9% 19,509 $891K
MetLife Investment Management, LLC 0.01% No change 18,855 $861K
AlphaQuest LLC 0.15% New 18,825 $859K
BNP Paribas Financial Markets 0.00% Reduce -25.4% 18,616 $850K
Mariner, LLC 0.00% Add +112.6% 18,549 $847K
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 17,800 $813K
Continental Advisors LLC 0.64% No change 17,785 $812K
Brandywine Global Investment Management, LLC 0.01% New 17,581 $803K
Deutsche Bank AG 0.00% Reduce -88.0% 17,272 $788K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 17,050 $778K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -4.5% 15,784 $739K
Yousif Capital Management, LLC 0.01% Reduce -9.3% 16,107 $735K
King Luther Capital Management Corp. 0.00% No change 16,000 $730K
Private Capital Management LLC 0.16% Add +13.3% 15,638 $714K
Comerica Bank 0.00% Reduce -9.3% 15,565 $711K
Occudo Quantitative Strategies LP 0.12% New 14,425 $707K
State of Tennessee, Department of Treasury 0.00% Reduce -13.6% 15,021 $686K
Victory Capital Management Inc. 0.00% Add +13.2% 14,848 $678K
Doliver Advisors, LP 0.19% No change 14,642 $668K
New York State Common Retirement Fund 0.00% No change 14,515 $663K
Wells Fargo & Company 0.00% Add +10.1% 14,467 $660K
Captrust Financial Advisors 0.00% Reduce -17.2% 13,854 $632K
Susquehanna International Group, LLP 0.00% Reduce -51.3% 13,707 $626K
LPL Financial LLC 0.00% Add +0.5% 13,382 $611K
Envestnet Asset Management Inc. 0.00% Add +8.4% 13,380 $611K
Qube Research & Technologies Ltd 0.00% Add +551.2% 12,445 $568K
EJF Capital LP 0.39% Reduce -86.3% 12,266 $560K
Jump Financial, LLC 0.02% New 12,115 $553K
Voya Investment Management LLC 0.00% Reduce -18.2% 12,042 $550K
Teachers Retirement System of the State of Kentucky 0.00% No change 11,660 $533K
PDT Partners, LLC 0.05% Add +0.1% 11,477 $524K
Avior Wealth Management, LLC 0.02% New 11,386 $520K
Maryland State Retirement & Pension System 0.01% No change 13,053 $515K
Verition Fund Management LLC 0.01% Add +3.2% 11,200 $511K
Amalgamated Bank 0.00% Reduce -15.9% 11,081 $506K
HSBC Holdings PLC 0.00% Reduce -2.6% 11,058 $505K
Kestra Advisory Services, LLC 0.00% Add +1.6% 10,899 $498K
Osaic Holdings, Inc. 0.00% Reduce -2.5% 10,692 $488K
Corient Private Wealth LP 0.00% Reduce -12.4% 10,339 $472K
Arizona State Retirement System 0.00% Reduce -1.7% 10,211 $466K
Capstone Investment Advisors, LLC 0.02% New 9,667 $441K
Oregon Public Employees Retirement Fund 0.01% Reduce -7.9% 9,622 $439K
Guggenheim Capital LLC 0.00% Reduce -2.2% 9,416 $430K
New York State Teachers Retirement System 0.00% No change 9,277 $423K
Engineers Gate Manager LP 0.01% New 9,099 $415K
First Manhattan Co. Llc. 0.00% No change 8,325 $404K
CFO4Life Group, LLC 0.07% Add +0.8% 8,520 $389K
Henshaw Capital LLC 0.02% Add +50.0% 8,377 $382K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,182 $374K
Handelsbanken Fonder AB 0.00% No change 7,900 $361K
Inspire Investing, LLC 0.04% Reduce -8.7% 7,789 $356K
Adell Harriman & Carpenter Inc. 0.03% No change 7,772 $355K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 7,756 $354K
State Board of Administration of Florida Retirement System 0.00% Reduce -29.0% 7,336 $340K
ProShare Advisors LLC 0.00% Add +7.4% 7,290 $333K
US Bancorp \de 0.00% Reduce -8.9% 6,724 $307K
Brevan Howard Capital Management LP 0.03% Add +13.9% 6,512 $297K
XTX Topco Ltd 0.04% New 6,313 $288K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 6,188 $282K
Amundi 0.00% Add +35.6% 6,375 $256K
Icon Wealth Advisors, LLC 0.02% No change 5,530 $252K
Goodman Financial Corp 0.06% No change 5,416 $247K
Segment Wealth Management, LLC 0.02% Add +0.8% 5,141 $235K
United Capital Financial Advisors, LLC 0.00% Reduce -2.4% 5,122 $234K
Callahan Advisors, LLC 0.02% Add +0.0% 5,093 $232K
Evergreen Capital Management LLC 0.01% Reduce -2.8% 5,069 $231K
Dark Forest Capital Management LP 0.04% New 5,067 $231K
Weil Company, Inc. 0.09% No change 4,950 $226K
Cornercap Investment Counsel Inc. 0.03% New 4,904 $224K
Bank of Montreal 0.00% Add +3.0% 4,733 $217K
Praxis Investment Management Inc. 0.01% No change 4,740 $216K
Trail Ridge Investment Advisors, LLC 0.12% No change 4,604 $210K
Relative Value Partners Group, LLC 0.01% Add +0.1% 4,270 $206K
SG Americas Securities, LLC 0.00% New 4,445 $203K
Stifel Financial Corp. 0.00% No change 4,389 $200K
Ameritas Investment Partners, Inc. 0.01% No change 3,597 $164K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 2,853 $130K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -83.2% 2,841 $130K
Quantbot Technologies LP 0.01% New 2,837 $130K
Institutional & Family Asset Management, LLC 0.02% No change 2,579 $118K
AdvisorNet Financial, Inc 0.01% Reduce -9.6% 2,530 $115K
American National Bank & Trust 0.02% No change 2,500 $114K
nVerses Capital, LLC 0.24% New 2,200 $100K
Aquatic Capital Management LLC 0.00% Reduce -31.0% 2,000 $91K
Metropolitan Life Insurance Co 0.00% Reduce -8.2% 1,916 $87K
CIBC Private Wealth Group LLC 0.00% New 1,955 $86K
Point72 (DIFC) Ltd 0.01% — 1,676 $77K
Lanark Financial, Inc. 0.01% Add +19.7% 1,674 $76K
Cwm, LLC 0.00% Reduce -6.0% 1,404 $64K
Quadrant Capital Group LLC 0.00% Reduce -1.2% 1,245 $57K
Fifth Third Bancorp 0.00% Reduce -0.5% 972 $44K
KBC Group NV 0.00% Reduce -29.6% 918 $42K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.4% 906 $41K
Steward Partners Investment Advisory, LLC 0.00% No change 846 $39K
Signaturefd, LLC 0.00% Add +3.4% 735 $34K
Simplex Trading, LLC 0.00% Add +232.9% 699 $31K
Headlands Technologies LLC 0.01% New 665 $30K
Venturi Wealth Management, LLC 0.00% No change 663 $30K
Public Employees Retirement System of Ohio 0.00% Add +8.9% 589 $27K
GAMMA Investing LLC 0.01% Reduce -44.4% 537 $25K
MassMutual Private Wealth & Trust, FSB 0.00% No change 529 $24K
Versant Capital Management, Inc 0.01% Reduce -6.6% 424 $19K
EverSource Wealth Advisors, LLC 0.00% Add +3.2% 261 $10K
Nisa Investment Advisors, LLC 0.00% No change 212 $10K
Nomura Asset Management Co. Ltd. 0.00% No change 200 $9K
Huntington National Bank 0.00% No change 179 $8K
Farther Finance Advisors, LLC 0.00% Reduce -27.7% 183 $8K
Red Tortoise LLC 0.00% No change 155 $7K
Smartleaf Asset Management LLC 0.00% New 119 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 92 $4K
Private Wealth Management Group, LLC 0.00% No change 39 $2K
Allworth Financial LP 0.00% No change 32 $1K
Lindbrook Capital, LLC 0.00% No change 26 $1K
UMB Bank, n.a. 0.00% New 26 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.4% 25 $1K
JFS Wealth Advisors, LLC 0.00% Add +50.0% 24 $1K
FinTrust Capital Advisors, LLC 0.00% No change 23 $1K
Capital Advisors, Ltd. LLC 0.00% Add +10.0% 22 $1K
Parallel Advisors, LLC 0.00% No change 17 $776
Bell Investment Advisors, Inc 0.00% No change 16 $731
Fortitude Family Office, LLC 0.00% No change 9 $411
Abound Wealth Management 0.00% No change 9 $411
SJS Investment Consulting Inc. 0.00% Add +12.5% 9 $411
DiNuzzo Private Wealth, Inc. 0.00% Reduce -14.3% 6 $274
Rothschild Investment LLC 0.00% New 5 $228
Parkside Financial Bank & Trust 0.00% No change 4 $183
TFC Financial Management, Inc. 0.00% New 1 $46
Covestor Ltd 0.00% New 3 $0

"% of holder's portfolio" is IBTX's weight in each manager's 13F, not the share of Independent Bank Group Inc. the manager owns.