Independent Bank GroupIBTX

13F holders, Q4 2024 (December 31)
187holders −21
14new positions
43sold out
3famous investors
$60.67avg. 13F price*

At the end of Q4 2024, 187 institutions reported holding Independent Bank Group Inc. (IBTX) in their 13F filings, down 21 from Q3 2024. 14 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($349.1M), Vanguard Group Inc. ($250.6M) and FMR LLC ($226.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$112.2M
Exits43$76.2M

All 13F filers, Q3 2024 → Q4 2024: 3,861,765 shares bought and 3,604,478 shares sold, net +257,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

BlackRock, Inc. 0.01% Add +1.2% 5,754,197 $349.1M
Vanguard Group Inc. 0.00% Add +0.0% 4,130,224 $250.6M
FMR LLC 0.01% Reduce -0.0% 3,725,102 $226.0M
Dimensional Fund Advisors LP 0.04% Add +1.4% 2,457,003 $149.1M
State Street Corp. 0.00% Add +1.5% 1,950,679 $118.3M
Capital Research Global Investors 0.02% New 1,779,039 $107.9M
Capital International Investors 0.02% Add +112.7% 1,707,436 $103.6M
Macquarie Group Ltd. 0.08% Reduce -0.3% 1,095,284 $66.5M
Geode Capital Management, LLC 0.00% Reduce -0.8% 872,194 $52.7M
Invesco Ltd. 0.01% Reduce -20.7% 552,276 $33.5M
Goldman Sachs Group Inc. 0.01% Reduce -44.0% 540,011 $32.8M
Morgan Stanley 0.00% Reduce -3.3% 507,383 $30.8M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 490,073 $29.7M
American Century Companies Inc. 0.02% Add +134.1% 487,026 $29.5M
UBS Group AG 0.01% Add +1327.4% 471,992 $28.6M
Northern Trust Corp. 0.00% Add +5.5% 414,402 $25.1M
Magnetar Financial LLC 0.53% Add +0.4% 322,999 $19.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -40.9% 319,617 $19.4M
Bessemer Group Inc. 0.03% Add +4.2% 314,117 $19.1M
FJ Capital Management LLC 2.15% Reduce -69.0% 305,431 $18.5M
Bank of America Corp. 0.00% Reduce -9.7% 293,109 $17.8M
Qube Research & Technologies Ltd 0.03% Reduce -18.9% 271,233 $16.5M
Bank of New York Mellon Corp 0.00% Reduce -34.2% 261,970 $15.9M
HighTower Advisors, LLC 0.02% Add +0.1% 247,040 $15.0M
AQR Arbitrage LLC 0.46% Add +8.3% 180,365 $10.9M
Principal Financial Group Inc. 0.01% Add +2.9% 174,822 $10.6M
JPMorgan Chase & Co. 0.00% Add +108.1% 138,888 $8.4M
Truist Financial Corp. 0.01% No change 137,869 $8.4M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 110,581 $6.7M
OMERS ADMINISTRATION Corp 0.06% Add +21.0% 108,900 $6.6M
Raymond James Financial Inc. 0.00% — 108,692 $6.6M
Rhumbline Advisers 0.01% Reduce -3.5% 106,212 $6.4M
Royal Bank of Canada 0.00% Add +9.8% 103,295 $6.3M
Legal & General Group Plc 0.00% Add +1.4% 100,739 $6.1M
Nuveen Asset Management, LLC 0.00% Reduce -1.0% 99,198 $6.0M
Public Sector Pension Investment Board 0.02% Add +17.4% 89,822 $5.4M
Millennium Management 0.00% Reduce -65.4% 88,727 $5.4M
Barclays PLC 0.00% Add +7.9% 85,691 $5.2M
Abc Arbitrage SA 0.66% — 76,230 $4.6M
Swiss National Bank 0.00% Add +0.8% 73,322 $4.4M
Citigroup Inc. 0.00% Add +1.6% 72,175 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -19.7% 71,562 $4.3M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.2% 58,890 $3.6M
Russell Investments Group, Ltd. 0.00% Reduce -0.0% 47,580 $2.9M
Hennessy Advisors Inc. 0.08% Reduce -16.7% 45,000 $2.7M
Alliancebernstein L.P. 0.00% Add +6.0% 43,579 $2.6M
Bridgeway Capital Management, LLC 0.05% Reduce -73.0% 39,350 $2.4M
Prudential Financial Inc. 0.00% Reduce -3.2% 36,643 $2.3M
California State Teachers Retirement System 0.00% Reduce -1.1% 34,785 $2.1M
State of New Jersey Common Pension Fund D 0.01% New 33,167 $2.0M
Pathstone Holdings, LLC 0.01% Add +21.9% 33,036 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -32.4% 32,165 $2.0M
Deutsche Bank AG 0.00% Add +54.8% 31,514 $1.9M
Royce & Associates LP 0.02% No change 31,045 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 27,864 $1.7M
Linscomb Wealth, Inc. 0.08% No change 27,160 $1.6M
Howard Financial Services, LTD. 0.22% Reduce -3.4% 26,997 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +11.0% 24,114 $1.5M
Mariner, LLC 0.00% Add +21.2% 23,407 $1.4M
Wells Fargo & Company 0.00% Add +25.0% 23,014 $1.4M
Jane Street Group, LLC 0.00% Reduce -62.5% 22,867 $1.4M
Intech Investment Management LLC 0.01% Add +102.1% 22,239 $1.3M
MetLife Investment Management, LLC 0.01% Add +5.8% 22,051 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -63.5% 21,690 $1.3M
Two Sigma Investments, LP 0.00% Reduce -7.4% 21,400 $1.3M
Private Capital Management LLC 0.26% Reduce -81.4% 21,301 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 20,624 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 20,453 $1.2M
LPL Financial LLC 0.00% Add +9.7% 20,103 $1.2M
Water Island Capital LLC 0.15% Add +26.2% 19,464 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -0.0% 19,349 $1.2M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 19,292 $1.2M
Amundi 0.00% Add +185.2% 18,103 $1.1M
Louisiana State Employees Retirement System 0.02% No change 17,400 $1.1M
KDK Private Wealth Management, LLC 1.08% — 17,175 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% New 16,724 $1.0M
Kestra Advisory Services, LLC 0.01% Reduce -7.2% 16,537 $1.0M
ProShare Advisors LLC 0.00% Add +31.3% 16,481 $1000K
Captrust Financial Advisors 0.00% Add +2.2% 14,239 $864K
Yousif Capital Management, LLC 0.01% Reduce -2.5% 13,634 $827K
Comerica Bank 0.00% Reduce -2.9% 12,988 $788K
New York State Common Retirement Fund 0.00% No change 12,720 $772K
State of Wisconsin Investment Board 0.00% Reduce -15.2% 12,495 $758K
Maryland State Retirement & Pension System 0.02% No change 12,175 $739K
Teachers Retirement System of the State of Kentucky 0.01% No change 11,660 $707K
Envestnet Asset Management Inc. 0.00% Reduce -3.6% 11,362 $689K
Voya Investment Management LLC 0.00% Reduce -7.0% 10,970 $666K
Arizona State Retirement System 0.00% Add +0.8% 10,814 $656K
Amalgamated Bank 0.01% No change 10,617 $644K
Corient Private Wealth LP 0.00% Reduce -3.9% 10,338 $627K
Blackstone Inc. 0.00% No change 10,083 $612K
First Trust Capital Management L.P. 0.04% Reduce -3.3% 9,414 $571K
Osaic Holdings, Inc. 0.00% Reduce -5.0% 9,019 $547K
State of Tennessee, Department of Treasury 0.00% Reduce -4.2% 8,741 $530K
CFO4Life Group, LLC 0.09% Add +0.6% 8,705 $528K
Doliver Advisors, LP 0.15% Reduce -4.9% 8,644 $524K
Henshaw Capital LLC 0.02% No change 8,514 $517K
Oregon Public Employees Retirement Fund 0.01% No change 8,505 $516K
New York State Teachers Retirement System 0.00% No change 8,477 $514K
Jefferies Financial Group Inc. 0.01% New 7,800 $473K
Adell Harriman & Carpenter Inc. 0.03% No change 7,772 $472K
Police & Firemen's Retirement System of New Jersey 0.00% — 7,714 $468K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 7,696 $467K
Savant Capital, LLC 0.00% Add +1.2% 7,409 $450K
Algert Global LLC 0.01% Add +90.3% 7,126 $432K
AQR Capital Management 0.00% Add +34.3% 7,110 $431K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,076 $429K
Brevan Howard Capital Management LP 0.01% Add +39.0% 7,000 $425K
Handelsbanken Fonder AB 0.00% No change 6,800 $413K
Precedent Wealth Partners, LLC 0.13% Reduce -7.0% 6,693 $406K
Victory Capital Management Inc. 0.00% Reduce -49.1% 6,662 $404K
Inspire Investing, LLC 0.04% Reduce -7.5% 6,626 $402K
US Bancorp \de 0.00% Reduce -1.6% 6,615 $401K
Cambridge Investment Research Advisors, Inc. 0.00% No change 6,195 $376K
Citadel Advisors 0.00% Reduce -10.9% 5,679 $345K
United Capital Financial Advisors, LLC 0.00% Reduce -1.7% 5,657 $343K
Icon Wealth Advisors, LLC 0.03% No change 5,530 $336K
Mutual of America Capital Management LLC 0.00% Add +0.7% 5,461 $331K
BNP Paribas Financial Markets 0.00% Reduce -60.1% 5,417 $329K
Bank of Montreal 0.00% Add +6.7% 5,409 $328K
Segment Wealth Management, LLC 0.02% Add +0.6% 5,254 $319K
Evergreen Capital Management LLC 0.01% Add +0.3% 5,135 $312K
Callahan Advisors, LLC 0.03% Add +0.0% 5,095 $309K
Weil Company, Inc. 0.10% No change 4,950 $300K
Pictet Asset Management Holding SA 0.00% No change 4,847 $294K
Trail Ridge Investment Advisors, LLC 0.13% No change 4,604 $279K
Sei Investments Co. 0.00% No change 4,550 $276K
Stifel Financial Corp. 0.00% Add +0.5% 4,455 $270K
HSBC Holdings PLC 0.00% Reduce -8.1% 4,216 $255K
Hancock Whitney Corp. 0.01% Add +8.5% 4,175 $253K
Profund Advisors LLC 0.01% Reduce -5.1% 3,952 $240K
Two Sigma Advisers, LP 0.00% Reduce -80.6% 3,900 $237K
Vanguard Personalized Indexing Management, LLC 0.00% Add +5.7% 3,796 $230K
Ameritas Investment Partners, Inc. 0.01% Add +5.4% 3,792 $230K
AE Wealth Management LLC 0.00% New 3,671 $223K
NorthCoast Asset Management LLC 0.00% New 3,658 $222K
Cibc World Markets Corp. 0.00% New 3,391 $206K
American National Bank & Trust 0.02% No change 2,500 $152K
KBC Group NV 0.00% Add +38.5% 1,984 $120K
Cwm, LLC 0.00% Reduce -1.2% 1,286 $78K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.8% 1,264 $77K
Collier Financial 0.07% — 1,231 $75K
Sterling Capital Management LLC 0.00% Add +813.6% 1,142 $69K
Smartleaf Asset Management LLC 0.01% Add +171.1% 1,125 $68K
Vestcor Inc 0.00% New 911 $55K
Creative Planning 0.00% New 751 $46K
Signaturefd, LLC 0.00% Reduce -0.8% 698 $42K
Quadrant Capital Group LLC 0.00% Add +14.1% 696 $42K
Venturi Wealth Management, LLC 0.00% No change 663 $40K
Fifth Third Bancorp 0.00% Reduce -15.6% 653 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 540 $33K
Public Employees Retirement System of Ohio 0.00% Reduce -6.2% 534 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.6% 526 $32K
Versant Capital Management, Inc 0.01% Add +8.3% 512 $31K
GAMMA Investing LLC 0.00% Add +8.0% 497 $30K
Caitong International Asset Management Co., Ltd 0.02% — 288 $17K
Farther Finance Advisors, LLC 0.00% Reduce -6.6% 212 $13K
Nisa Investment Advisors, LLC 0.00% No change 212 $13K
IFP Advisors, Inc 0.00% Reduce -3.5% 193 $13K
Huntington National Bank 0.00% Add +9.7% 204 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.6% 179 $11K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.8% 158 $10K
Red Tortoise LLC 0.00% No change 155 $9K
Fortitude Family Office, LLC 0.00% No change 106 $6K
UMB Bank, n.a. 0.00% No change 76 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 57 $3K
Hexagon Capital Partners LLC 0.00% New 43 $3K
Rothschild Investment LLC 0.00% Add +33.3% 40 $2K
Private Wealth Management Group, LLC 0.00% No change 39 $2K
Hemington Wealth Management 0.00% Add +95.2% 41 $2K
JFS Wealth Advisors, LLC 0.00% Add +24.0% 31 $2K
Lindbrook Capital, LLC 0.00% No change 26 $2K
Farmers & Merchants Investments Inc. 0.00% No change 25 $2K
Arax Advisory Partners 0.00% New 18 $1K
Capital Advisors, Ltd. LLC 0.00% No change 21 $1K
Bell Investment Advisors, Inc 0.00% No change 16 $971
SBI Securities Co., Ltd. 0.00% — 10 $607
Parallel Advisors, LLC 0.00% Reduce -52.9% 8 $485
SJS Investment Consulting Inc. 0.00% Reduce -22.2% 7 $425
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $425
Transce3nd, LLC 0.00% — 7 $425
Abound Wealth Management 0.00% New 4 $243
Parkside Financial Bank & Trust 0.00% No change 4 $243
Global Financial Private Client, LLC 0.00% New 3 $182
Parkworth Wealth Management, Inc. 0.00% — 1 $61
Capital A Wealth Management, LLC 0.00% — 1 $61
Covestor Ltd 0.00% No change 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.