Independent Bank Group Ownership | Who Owns Independent Bank Group?
Independent Bank Group Ownership Summary
Independent Bank Group is owned by 47.07% institutional investors, 13.52% insiders, and 39.42% retail investors. Blackrock is the largest institutional shareholder, holding 13.70% of IBTX shares. American Funds SMALLCAP World A is the top mutual fund, with 8.00% of its assets in Independent Bank Group shares.
IBTX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Independent Bank Group | 47.07% | 13.52% | 39.42% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 37.91% | 12.18% | 49.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.65M | 13.70% | $256.96M |
| State street | 2.02M | 4.89% | $91.81M |
| Morgan stanley | 548.42K | 1.33% | $24.96M |
| Bank of america corp /de/ | 344.70K | 0.84% | $15.69M |
| Manufacturers life insurance company, the | 319.62K | 0.78% | $19.39M |
| Chartwell investment partners | 110.16K | 0.27% | $5.01M |
| Royal bank of canada | 103.30K | 0.25% | $6.27M |
| Legal & general group | 100.74K | 0.24% | $6.11M |
| Nuveen asset management | 99.20K | 0.24% | $6.02M |
| Barclays | 85.69K | 0.21% | $5.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Private capital management | 21.30K | 0.26% | $1.29M |
| Chartwell investment partners | 110.16K | 0.18% | $5.01M |
| Inspire investing | 6.63K | 0.04% | $402.00K |
| Institutional & family asset management | 2.58K | 0.02% | $117.40K |
| Manufacturers life insurance company, the | 319.62K | 0.02% | $19.39M |
| Blackrock | 5.65M | 0.01% | $256.96M |
| Intech investment management | 8.16K | 0.00% | $371.49K |
| State street | 2.02M | 0.00% | $91.81M |
| Comerica bank | 13.79K | 0.00% | $627.68K |
| Morgan stanley | 548.42K | 0.00% | $24.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 2.02M | 0.00% | 147.56K |
| Bank of america corp /de/ | 344.70K | 0.00% | 60.44K |
| Morgan stanley | 548.42K | 0.00% | 55.52K |
| Royal bank of canada | 103.30K | 0.00% | 9.21K |
| Intech investment management | 8.16K | 0.00% | 8.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | - | - | -5.75M |
| Vanguard group | - | - | -4.13M |
| Fmr | - | - | -3.73M |
| Dimensional fund advisors lp | - | - | -2.46M |
| Capital research global investors | - | - | -1.78M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Intech investment management | 8.16K | 0.00% | 8.16K | $371.49K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -3.00 |
| Global financial private client | -3.00 |
| Abound wealth management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 108 | -48.33% | 19,375,127 | -39.95% | 47 | 0.77% | 47 | -47.78% | 35 | -52.70% |
| Sep 30, 2024 | 208 | 5.58% | 32,263,952 | 1.26% | 78 | 1.31% | 89 | -1.11% | 74 | 4.23% |
| Jun 30, 2024 | 195 | -8.88% | 31,861,268 | -2.54% | 77 | 1.23% | 90 | -5.26% | 69 | -4.17% |
| Mar 31, 2024 | 214 | 8.08% | 32,690,166 | 1.75% | 79 | 1.31% | 95 | 4.40% | 72 | 1.41% |
| Dec 31, 2023 | 198 | 5.88% | 32,127,270 | 2.21% | 77 | 1.34% | 91 | 4.60% | 71 | 7.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.31M | 8.00% | 2.51M |
| iShares Core S&P Small-Cap ETF | 2.33M | 5.62% | 1.12K |
| Fidelity Small Cap Value Fund | 1.34M | 3.24% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.09M | 2.62% | 2.12K |
| iShares Russell 2000 ETF | 981.62K | 2.37% | -3.77K |
| Delaware Small Cap Core I | 901.40K | 2.18% | -5.59K |
| Macquarie Small Cap Core I | 901.40K | 2.18% | - |
| Vanguard Small Cap Index | 896.78K | 2.16% | 7.28K |
| Vanguard Small Cap Value Index Inv | 595.30K | 1.44% | -4.43K |
| DFA US Small Cap Value I | 570.74K | 1.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2023 | Langdale Paul B | EVP, Chief Financial Officer | Buy | $14.92K |
| May 04, 2023 | Tippit James P | EVP, Corporate Responsibility | Buy | $15.31K |
| May 08, 2023 | Montgomery Brenda K | EVP, Chief Accounting Officer | Buy | $20.31K |
| May 08, 2023 | Hobbs Michael B | EVP, President and COO | Buy | $75.19K |
| May 05, 2023 | Brooks Daniel W | Vice Chairman | Buy | $96.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
IBTX Ownership FAQ
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