Independent Bank Ownership | Who Owns Independent Bank?

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Independent Bank Ownership Summary

Independent Bank is owned by 46.85% institutional investors, 5.13% insiders, and 48.02% retail investors. Blackrock is the largest institutional shareholder, holding 14.20% of IBCP shares. Avantis US Small Cap Value ETF is the top mutual fund, with 3.17% of its assets in Independent Bank shares.

IBCP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Independent Bank	46.85%	5.13%	48.02%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.12%	12.89%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.96M	14.20%	$80.02M
Blackrock funding, inc. /de	2.89M	14.00%	$96.34M
Vanguard group	1.34M	6.48%	$43.57M
Dimensional fund advisors lp	861.15K	4.17%	$28.68M
American century companies	713.26K	3.45%	$23.75M
State street	713.19K	3.45%	$23.75M
Charles schwab investment management	623.03K	3.01%	$20.75M
Acadian asset management	595.78K	2.88%	$19.83M
Renaissance	582.29K	2.82%	$19.39M
Fmr	566.15K	2.74%	$18.85M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	318.99K	3.20%	$10.62M
Ategra capital management	139.22K	2.30%	$4.64M
Fj capital management	203.61K	0.76%	$6.78M
Maltese capital management	68.00K	0.45%	$2.26M
Algebris (uk)	178.60K	0.43%	$5.94M
Summerhaven investment management	21.49K	0.42%	$775.18K
Foundry partners	213.22K	0.37%	$7.43M
Mqs management	10.90K	0.25%	$363.00K
Csm advisors	197.50K	0.16%	$6.58M
Globeflex capital l p	29.23K	0.15%	$973.29K

Top Buyers

Holder	Shares	% Assets	Change
Charles schwab investment management	623.03K	0.00%	451.58K
Hotchkis & wiley capital management	184.31K	0.02%	184.31K
Two sigma investments, lp	350.37K	0.01%	170.17K
Goldman sachs group	543.15K	0.00%	165.26K
Blackrock	2.96M	0.00%	146.82K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	566.15K	0.00%	-376.29K
Fj capital management	203.61K	0.76%	-181.48K
Assenagon asset management	-	-	-150.39K
Maltese capital management	68.00K	0.45%	-100.50K
Trexquant investment lp	11.89K	0.00%	-73.47K

New Positions

Holder	Shares	% Assets	Change	Value
Hotchkis & wiley capital management	184.31K	0.02%	184.31K	$6.14M
Vanguard fiduciary trust	133.31K	0.00%	133.31K	$4.44M
Skopos labs	32.99K	0.03%	32.99K	$1.10M
Vanguard asset management	12.05K	0.00%	12.05K	$401.43K
Evergreen capital management	10.42K	0.01%	10.42K	$375.96K

Sold Out

Holder	Change
Tfc financial management	-1.00
Optiver b.v.	-2.00
Clearstead advisors	-2.00
Nelson, van denburg & campbell wealth management group	-7.00
Stephens consulting	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	93	-46.55%	9,683,589	-43.81%	46	0.67%	40	-50.62%	32	-54.29%
Dec 31, 2025	106	-35.37%	12,659,107	-26.96%	61	0.88%	43	-47.56%	43	-29.51%
Sep 30, 2025	158	8.97%	17,167,224	4.10%	82	1.31%	79	14.49%	59	18.00%
Jun 30, 2025	150	-9.09%	17,046,612	-1.94%	82	1.19%	71	-8.97%	51	-8.93%
Mar 31, 2025	165	-5.71%	17,383,948	-1.35%	83	1.17%	79	-7.06%	55	-6.78%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis US Small Cap Value ETF	653.30K	3.17%	234.00
Vanguard US Total Market Shares ETF	663.35K	3.16%	1.15K
Vanguard Total Stock Mkt Idx Inv	622.50K	3.02%	-30.70K
iShares Russell 2000 ETF	527.52K	2.56%	-
Schwab US Dividend Equity ETF™	523.89K	2.54%	840.00
FIAM Small Cap Core CIT Cl B	353.00K	1.71%	-142.90K
FIAM Small Cap Core Composite	353.00K	1.71%	-142.90K
CS McKee Micro Cap Value	336.58K	1.63%	-
Foundry Partners Micro Cap Value	305.25K	1.47%	-
State Street® SPDR® S&PRgnllBkgETF	252.22K	1.22%	5.17K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2026	Ervin Patrick J	Executive Vice President	Sell	$70.88
Jun 09, 2026	Ervin Patrick J	Executive Vice President	Sell	$8.57K
Jun 09, 2026	Ervin Patrick J	Executive Vice President	Sell	$27.63K
Jun 09, 2026	Ervin Patrick J	Executive Vice President	Sell	$2.69K
Jun 09, 2026	Ervin Patrick J	Executive Vice President	Sell	$49.55K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	6
2026 Q1	1	-
2025 Q4	2	2
2025 Q3	1	1

IBCP Ownership FAQ

Who Owns Independent Bank?

Independent Bank shareholders are primarily institutional investors at 46.85%, followed by 5.13% insiders and 48.02% retail investors. The average institutional ownership in Independent Bank's industry, Regional Banks Stocks, is 38.12%, which Independent Bank exceeds.

Who owns the most shares of Independent Bank?

Independent Bank’s largest shareholders are Blackrock (2.96M shares, 14.20%), Blackrock funding, inc. /de (2.89M shares, 14.00%), and Vanguard group (1.34M shares, 6.48%). Together, they hold 34.67% of Independent Bank’s total shares outstanding.

Does Blackrock own Independent Bank?

Yes, BlackRock owns 14.20% of Independent Bank, totaling 2.96M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 80.02M$. In the last quarter, BlackRock increased its holdings by 146.82K shares, a 5.21% change.

Who is Independent Bank’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Independent Bank’s biggest shareholder by percentage of total assets invested, with 3.20% of its assets in 318.98K Independent Bank shares, valued at 10.62M$.

Who is the top mutual fund holder of Independent Bank shares?

Avantis US Small Cap Value ETF is the top mutual fund holder of Independent Bank shares, with 3.17% of its total shares outstanding invested in 653.3K Independent Bank shares.

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