Independent Bank Group Ownership 2024 | Who Owns Independent Bank Group Now?
Institutional Ownership
15.91%
Insider Ownership
13.50%
Retail Ownership
70.59%
Institutional Holders
85.00
Independent Bank Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 13.70% | 0.01% | 5,645,014 | -208,298 | -3.56% | 256,961,038 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.99% | 0.00% | 4,116,053 | -46,722 | -1.12% | 187,362,733 | Jun 30, 2024 |
| FMR LLC | 8.36% | 0.01% | 3,446,460 | -187,147 | -5.15% | 156,882,859 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.62% | 0.03% | 2,316,743 | 39,091 | 1.72% | 105,456,203 | Jun 30, 2024 |
| STATE STREET CORP | 4.89% | 0.00% | 2,016,880 | 147,557 | 7.89% | 91,808,378,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.73% | 0.06% | 1,123,886 | 4,207 | 0.38% | 51,159,000 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 2.62% | 5.14% | 1,079,442 | -69,089 | -6.02% | 49,136,200 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.00% | 863,629 | 33,679 | 4.06% | 39,320,048 | Jun 30, 2024 |
| INVESCO LTD. | 1.69% | 0.01% | 694,694 | -22,107 | -3.08% | 31,622,471 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.47% | 0.03% | 607,334 | -167,611 | -21.63% | 27,645,844 | Jun 30, 2024 |
| MORGAN STANLEY | 1.33% | 0.00% | 548,416 | 55,521 | 11.26% | 24,963,991 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.00% | 534,908 | 307,877 | 135.61% | 24,349,012 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.16% | 0.00% | 477,982 | 24,347 | 5.37% | 21,757,741 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.04% | 0.00% | 430,512 | -324 | -0.08% | 19,596,909 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.96% | 0.00% | 396,446 | -11,010 | -2.70% | 18,046,222,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.90% | 0.03% | 370,239 | 357,794 | 2875.00% | 16,853,279 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.84% | 0.00% | 344,699 | 60,443 | 21.26% | 15,690,698 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.79% | 0.03% | 325,218 | 325,218 | 100.00% | 14,803,923 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.75% | 0.29% | 310,765 | 310,765 | 100.00% | 14,146,023 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.73% | 0.02% | 301,446 | -119 | -0.04% | 13,720,000 | Jun 30, 2024 |
Independent Bank Group's largest institutional shareholder is BLACKROCK INC., holding 13.70% of the company's total share outstanding, currently valued at $256.96M. The top 10 institutional shareholders own together 53.17% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 2.62% | 5.14% | 1,079,442 | -69,089 | -6.02% | 49,136,200 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.11% | 1.53% | 45,507 | 33,241 | 271.00% | 2,071,479 | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT LLC | 0.29% | 0.99% | 120,636 | -11,488 | -8.69% | 5,491,370 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.29% | 0.79% | 120,636 | 120,636 | 100.00% | 5,491,370 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.35% | 0.66% | 144,097 | 96,441 | 202.37% | 6,559,295 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.64% | 0.45% | 263,500 | 263,500 | 100.00% | 11,994,520 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.06% | 0.37% | 24,495 | 24,495 | 100.00% | 1,115,012 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.04% | 0.36% | 17,785 | - | - | 809,573 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.75% | 0.29% | 310,765 | 310,765 | 100.00% | 14,146,023 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.07% | 0.24% | 28,472 | 28,472 | 100.00% | 1,296,045 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.39% | 0.22% | 162,246 | -568 | -0.35% | 7,385,438 | Jun 30, 2024 |
| HOWARD FINANCIAL SERVICES, LTD. | 0.07% | 0.21% | 27,932 | 234 | 0.84% | 1,271,465 | Jun 30, 2024 |
| CHARTWELL INVESTMENT PARTNERS, LLC | 0.27% | 0.18% | 110,158 | -18,681 | -14.50% | 5,015,000 | Jun 30, 2024 |
| DOLIVER ADVISORS, LP | 0.03% | 0.17% | 13,442 | -1,200 | -8.20% | 611,867 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.34% | 0.15% | 140,262 | 13,398 | 10.56% | 6,384,726 | Jun 30, 2024 |
| TRAIL RIDGE INVESTMENT ADVISORS, LLC | 0.01% | 0.11% | 4,604 | - | - | 209,574 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.21% | 0.10% | 88,168 | 88,168 | 100.00% | 4,013,407 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.10% | 16,473 | -2,352 | -12.49% | 749,851 | Jun 30, 2024 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 0.01% | 0.09% | 5,060 | 5,060 | 100.00% | 230,331 | Jun 30, 2024 |
| WATER ISLAND CAPITAL LLC | 0.04% | 0.09% | 17,710 | 17,710 | 100.00% | 806,000 | Jun 30, 2024 |
The largest Independent Bank Group shareholder by % of total assets is FJ CAPITAL MANAGEMENT LLC. The company owns 1.08M shares of Independent Bank Group (IBTX), representing 5.14% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.90% | 0.03% | 370,239 | 357,794 | 2875.00% | 16,853,279 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.79% | 0.03% | 325,218 | 325,218 | 100.00% | 14,803,923 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.75% | 0.29% | 310,765 | 310,765 | 100.00% | 14,146,023 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.00% | 534,908 | 307,877 | 135.61% | 24,349,012 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.64% | 0.45% | 263,500 | 263,500 | 100.00% | 11,994,520 | Jun 30, 2024 |
| STATE STREET CORP | 4.89% | 0.00% | 2,016,880 | 147,557 | 7.89% | 91,808,378,000 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.29% | 0.79% | 120,636 | 120,636 | 100.00% | 5,491,370 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.35% | 0.66% | 144,097 | 96,441 | 202.37% | 6,559,295 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.21% | 0.10% | 88,168 | 88,168 | 100.00% | 4,013,407 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.20% | 0.04% | 83,831 | 83,831 | 100.00% | 3,815,987 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.25% | 0.00% | 101,931 | 72,300 | 244.00% | 4,639,897 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.84% | 0.00% | 344,699 | 60,443 | 21.26% | 15,690,698 | Jun 30, 2024 |
| MORGAN STANLEY | 1.33% | 0.00% | 548,416 | 55,521 | 11.26% | 24,963,991 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.25% | 0.00% | 103,192 | 52,599 | 103.97% | 4,697,300 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.30% | 0.04% | 124,646 | 43,531 | 53.67% | 5,673,886 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.65% | 0.02% | 268,414 | 41,554 | 18.32% | 12,220,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.62% | 0.03% | 2,316,743 | 39,091 | 1.72% | 105,456,203 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.00% | 863,629 | 33,679 | 4.06% | 39,320,048 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.11% | 1.53% | 45,507 | 33,241 | 271.00% | 2,071,479 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.37% | 0.03% | 150,675 | 30,485 | 25.36% | 6,858,726 | Jun 30, 2024 |
As of Jun 30 2024, Independent Bank Group's largest institutional buyer is QUBE RESEARCH & TECHNOLOGIES LTD. The company purchased 357.79K stocks of IBTX, valued at $16.85M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 0.11% | 0.02% | 46,878 | -594,925 | -92.70% | 2,133,887 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.46% | 0.00% | 191,411 | -387,986 | -66.96% | 8,713,029 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | - | - | - | -350,284 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -332,116 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 13.70% | 0.01% | 5,645,014 | -208,298 | -3.56% | 256,961,038 | Jun 30, 2024 |
| FMR LLC | 8.36% | 0.01% | 3,446,460 | -187,147 | -5.15% | 156,882,859 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.47% | 0.03% | 607,334 | -167,611 | -21.63% | 27,645,844 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.64% | 0.02% | 262,831 | -166,345 | -38.76% | 11,964,067 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -80,877 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.24% | 0.00% | 100,209 | -78,629 | -43.97% | 4,561,514 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 2.62% | 5.14% | 1,079,442 | -69,089 | -6.02% | 49,136,200 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -68,249 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.04% | 0.00% | 14,733 | -57,428 | -79.58% | 670,646 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -49,575 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.99% | 0.00% | 4,116,053 | -46,722 | -1.12% | 187,362,733 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.28% | 0.01% | 116,182 | -44,134 | -27.53% | 5,288,612 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -38,286 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -33,268 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.14% | 0.01% | 57,642 | -28,441 | -33.04% | 2,623,864 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -27,781 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Independent Bank Group's biggest institutional seller is ROYCE & ASSOCIATES LP. The company sold -0.59M shares of IBTX, valued at $2.13M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 0.79% | 0.03% | 325,218 | 325,218 | 100.00% | 14,803,923 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.75% | 0.29% | 310,765 | 310,765 | 100.00% | 14,146,023 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.64% | 0.45% | 263,500 | 263,500 | 100.00% | 11,994,520 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.29% | 0.79% | 120,636 | 120,636 | 100.00% | 5,491,370 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.21% | 0.10% | 88,168 | 88,168 | 100.00% | 4,013,407 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.20% | 0.04% | 83,831 | 83,831 | 100.00% | 3,815,987 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.07% | 0.24% | 28,472 | 28,472 | 100.00% | 1,296,045 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.06% | 0.37% | 24,495 | 24,495 | 100.00% | 1,115,012 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 21,014 | 21,014 | 100.00% | 956,557 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 17,897 | 17,897 | 100.00% | 814,671 | Jun 30, 2024 |
| WATER ISLAND CAPITAL LLC | 0.04% | 0.09% | 17,710 | 17,710 | 100.00% | 806,000 | Jun 30, 2024 |
| BLACKSTONE INC. | 0.03% | 0.00% | 12,100 | 12,100 | 100.00% | 550,792 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.00% | 9,000 | 9,000 | 100.00% | 409,680 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.00% | 8,161 | 8,161 | 100.00% | 371,489 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.02% | 0.00% | 6,916 | 6,916 | 100.00% | 314,817 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.02% | 0.01% | 6,658 | 6,658 | 100.00% | 303,072 | Jun 30, 2024 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 0.01% | 0.09% | 5,060 | 5,060 | 100.00% | 230,331 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.01% | 0.01% | 5,000 | 5,000 | 100.00% | 227,600 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.01% | 0.00% | 4,662 | 4,662 | 100.00% | 212,214 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | - | 42 | 42 | 100.00% | 1,912 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 33 | 33 | 100.00% | 1,503 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 9 | 9 | 100.00% | 410 | Jun 30, 2024 |
Independent Bank Group's largest new institutional shareholder by number of shares is BALYASNY ASSET MANAGEMENT L.P., purchased 325.22K shares, valued at $14.80M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HODGES CAPITAL MANAGEMENT INC. | - | - | - | -350,284 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -332,116 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -80,877 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -68,249 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -49,575 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -38,286 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -33,268 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -27,781 | -100.00% | - | Jun 30, 2024 |
| FIRST DALLAS SECURITIES INC. | - | - | - | -23,252 | -100.00% | - | Jun 30, 2024 |
| TECTONIC ADVISORS LLC | - | - | - | -22,702 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -19,509 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -17,581 | -100.00% | - | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | - | - | - | -17,050 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,784 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -14,425 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -12,115 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -11,477 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -11,386 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -11,200 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -11,058 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -9,667 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -8,325 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -7,336 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -6,512 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -6,313 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -5,067 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -4,904 | -100.00% | - | Jun 30, 2024 |
| EVERENCE CAPITAL MANAGEMENT INC | - | - | - | -4,740 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -4,270 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,853 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -2,200 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,916 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -1,676 | -100.00% | - | Jun 30, 2024 |
| NBC SECURITIES, INC. | - | - | - | -1,674 | -100.00% | - | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -846 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -721 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -665 | -100.00% | - | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -9 | -100.00% | - | Jun 30, 2024 | |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Independent Bank Group's largest sold out institutional shareholder by shares sold is HODGES CAPITAL MANAGEMENT INC., sold -0.35M shares, valued at -, as of undefined.
Independent Bank Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TAX MANAGED SMALL CAP PORTFOLIO | 0.33% | 17,366 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.24% | 881,472 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.13% | 109,141 | - | - | Mar 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.13% | 16,849 | - | - | Dec 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.10% | 58,105 | 58,105 | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.10% | 777,812 | - | - | Mar 31, 2024 |
| Walthausen Funds | 0.09% | 2,980 | - | - | Apr 30, 2023 |
| Monteagle Funds | 0.09% | 3,545 | 2,959 | 504.95% | Feb 29, 2024 |
| ROYCE FUND | 0.08% | 529,109 | 22,019 | 4.34% | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.07% | 25,018 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 236,156 | 2,883 | 1.24% | Feb 29, 2024 |
| Vericimetry Funds | 0.05% | 4,415 | -830 | -15.82% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 25,329 | - | - | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.05% | 12,386 | - | - | Dec 29, 2023 |
| Voya EQUITY TRUST | 0.05% | 69,629 | - | - | Feb 29, 2024 |
| ALGER FUNDS | 0.05% | 44,617 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 482,817 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 36,138 | -5,601 | -13.42% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 17,994 | -77 | -0.43% | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.03% | 321,577 | - | - | Mar 31, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.03% | 549,900 | 549,900 | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.03% | 291,600 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 2,112,869 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.02% | 107,100 | 107,100 | - | Sep 30, 2019 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.02% | 50,300 | 50,300 | - | Sep 30, 2019 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 13,694 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.01% | 298,893 | - | - | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 5,491 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,329 | - | - | Mar 28, 2024 |
| Angel Oak Funds Trust | 0.01% | 1,000,000 | - | - | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 23,552 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.01% | 686,160 | 74,644 | 12.21% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 63,727 | -2,196 | -3.33% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.01% | 108,000 | -4,100 | -3.66% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,309 | -181 | -3.30% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 15,894 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.01% | 658,931 | -54,594 | -7.65% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,139,307 | -531,554 | -14.48% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,820 | -21,667 | -43.78% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 14,950 | - | - | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 18,094 | 279 | 1.57% | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 10,850 | - | - | Mar 31, 2024 |
| FRANKLIN MUTUAL SERIES FUNDS | 0.00% | 213,837 | - | - | Jun 30, 2020 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 9,034 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 32,185 | - | - | Mar 31, 2024 |
| ALGER FUNDS II | 0.00% | 830 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 8,024 | - | - | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.00% | 37,165 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 127,541 | 5,665 | 4.65% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 553,634 | - | - | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 180,579 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 40,199 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 15,086 | - | - | Aug 31, 2023 |
| SMALLCAP WORLD FUND INC | 0.00% | 154,777 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 20,243 | -1,118 | -5.23% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 63 | -5 | -7.35% | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 128,100 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 10,539 | - | - | Mar 31, 2020 |
| Guggenheim Variable Funds Trust | 0.00% | 7,348 | - | - | Dec 31, 2023 |
| Chartwell Funds | 0.00% | 38,346 | -707 | -1.81% | Jun 30, 2022 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 160,076 | -2,438 | -1.50% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 342,882 | 11,606 | 3.50% | Feb 29, 2024 |
| AB CAP FUND, INC. | 0.00% | 55,105 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 356 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,622,100 | 339,631 | 26.48% | Jan 31, 2024 |
| DELAWARE VIP TRUST | 0.00% | 5,312 | - | - | Mar 28, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 275,573 | -5,022 | -1.79% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,597 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 7,413 | - | - | Feb 29, 2024 |
| Thrivent Core Funds | 0.00% | 82,806 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 5,452 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 558,631 | 54,349 | 10.78% | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 15,700 | -19,900 | -55.90% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 162,080 | 63,070 | 63.70% | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 1,672 | -411 | -19.73% | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 20,500 | -400 | -1.91% | Jan 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 17,570 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 4,413 | 594 | 15.55% | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.00% | 332 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 72,823 | 19,808 | 37.36% | Jan 31, 2024 |
| NEXPOINT FUNDS I | 0.00% | 3,164 | - | - | Dec 31, 2023 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 60,500 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 22,191 | -1,698 | -7.11% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,750 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 1,173 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 534 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 755 | 733 | 3331.82% | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 11,842 | 462 | 4.06% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 305 | - | - | Apr 30, 2021 |
| STERLING CAPITAL FUNDS | 0.00% | 11,982 | - | - | Mar 28, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 7,989 | - | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 5,000 | - | - | Mar 28, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 300,481 | 24,419 | 8.85% | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 26,625 | -2,505 | -8.60% | Dec 31, 2023 |
| Columbia Funds Variable Series Trust II | 0.00% | 15,095 | - | - | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 36,864 | -1,100 | -2.90% | Mar 28, 2024 |
| Managed Portfolio Series | 0.00% | 10,354 | - | - | Jan 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 10,353 | - | - | Mar 28, 2024 |
| Exchange Listed Funds Trust | 0.00% | 525 | - | - | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 5,525 | - | - | Feb 29, 2024 |
Independent Bank Group's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 17.37K shares, compromising 0.33% of its total assets.
Independent Bank Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 85 | -60.28% |
| 31 Mar, 24 | 214 | 8.08% |
| 31 Dec, 23 | 198 | 5.88% |
| 30 Sep, 23 | 187 | 3.89% |
| 30 Jun, 23 | 180 | -5.26% |
| 31 Mar, 23 | 190 | 4.40% |
| 31 Dec, 22 | 182 | -6.67% |
| 30 Sep, 22 | 195 | 2.63% |
| 30 Jun, 22 | 190 | -2.56% |
| 31 Mar, 22 | 195 | 4.28% |
| 31 Dec, 21 | 187 | 3.31% |
| 30 Sep, 21 | 181 | 1.12% |
| 30 Jun, 21 | 179 | -4.79% |
| 31 Mar, 21 | 188 | -5.05% |
| 31 Dec, 20 | 198 | 26.11% |
| 30 Sep, 20 | 157 | - |
| 30 Jun, 20 | 157 | -3.09% |
| 31 Mar, 20 | 162 | -18.59% |
| 31 Dec, 19 | 199 | 23.60% |
| 30 Sep, 19 | 161 | 1.90% |
| 30 Jun, 19 | 158 | -1.25% |
| 31 Mar, 19 | 160 | 9.59% |
| 31 Dec, 18 | 146 | 0.69% |
| 30 Sep, 18 | 145 | 2.11% |
| 30 Jun, 18 | 142 | 7.58% |
| 31 Mar, 18 | 132 | -3.65% |
| 31 Dec, 17 | 137 | 16.10% |
| 30 Sep, 17 | 118 | -3.28% |
| 30 Jun, 17 | 122 | -5.43% |
| 31 Mar, 17 | 129 | 6.61% |
| 31 Dec, 16 | 121 | 26.04% |
| 30 Sep, 16 | 96 | -3.03% |
| 30 Jun, 16 | 99 | 7.61% |
| 31 Mar, 16 | 92 | 6.98% |
| 31 Dec, 15 | 86 | 4.88% |
| 30 Sep, 15 | 82 | -3.53% |
| 30 Jun, 15 | 85 | 6.25% |
| 31 Mar, 15 | 80 | -1.23% |
| 31 Dec, 14 | 81 | 1.25% |
| 30 Sep, 14 | 80 | -2.44% |
| 30 Jun, 14 | 82 | 24.24% |
| 31 Mar, 14 | 66 | 13.79% |
| 31 Dec, 13 | 58 | 11.54% |
| 30 Sep, 13 | 52 | -3.70% |
| 30 Jun, 13 | 54 | - |
As of 30 Jun 24, 85 institutions are holding Independent Bank Group's shares, representing a decrease of -60.28% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 6,557,245 | -79.94% |
| 31 Mar, 24 | 32,690,166 | 1.75% |
| 31 Dec, 23 | 32,127,270 | 2.21% |
| 30 Sep, 23 | 31,433,535 | 1.99% |
| 30 Jun, 23 | 30,821,433 | -0.29% |
| 31 Mar, 23 | 30,911,657 | -1.50% |
| 31 Dec, 22 | 31,383,287 | -0.67% |
| 30 Sep, 22 | 31,594,224 | 0.10% |
| 30 Jun, 22 | 31,561,760 | -3.50% |
| 31 Mar, 22 | 32,705,293 | 3.97% |
| 31 Dec, 21 | 31,457,464 | 1.59% |
| 30 Sep, 21 | 30,964,730 | -0.45% |
| 30 Jun, 21 | 31,105,983 | 1.41% |
| 31 Mar, 21 | 30,672,095 | 1.63% |
| 31 Dec, 20 | 30,180,026 | 2.15% |
| 30 Sep, 20 | 29,544,883 | -6.71% |
| 30 Jun, 20 | 31,668,300 | 5.09% |
| 31 Mar, 20 | 30,135,726 | 10.07% |
| 31 Dec, 19 | 27,377,862 | -2.01% |
| 30 Sep, 19 | 27,939,649 | 1.82% |
| 30 Jun, 19 | 27,441,494 | 2.24% |
| 31 Mar, 19 | 26,840,140 | 29.88% |
| 31 Dec, 18 | 20,665,082 | 9.86% |
| 30 Sep, 18 | 18,809,928 | 6.65% |
| 30 Jun, 18 | 17,636,309 | 4.52% |
| 31 Mar, 18 | 16,873,435 | 5.52% |
| 31 Dec, 17 | 15,991,213 | 17.25% |
| 30 Sep, 17 | 13,638,026 | 5.41% |
| 30 Jun, 17 | 12,937,914 | 40.36% |
| 31 Mar, 17 | 9,217,455 | 14.91% |
| 31 Dec, 16 | 8,021,146 | 21.83% |
| 30 Sep, 16 | 6,583,733 | 5.05% |
| 30 Jun, 16 | 6,267,524 | 9.75% |
| 31 Mar, 16 | 5,710,619 | 5.51% |
| 31 Dec, 15 | 5,412,443 | -53.63% |
| 30 Sep, 15 | 11,671,722 | 127.23% |
| 30 Jun, 15 | 5,136,498 | 6.37% |
| 31 Mar, 15 | 4,829,007 | -2.26% |
| 31 Dec, 14 | 4,940,579 | 6.81% |
| 30 Sep, 14 | 4,625,427 | 6.20% |
| 30 Jun, 14 | 4,355,493 | 25.84% |
| 31 Mar, 14 | 3,461,014 | 7.45% |
| 31 Dec, 13 | 3,220,927 | 6.03% |
| 30 Sep, 13 | 3,037,841 | -2.24% |
| 30 Jun, 13 | 3,107,526 | - |
Independent Bank Group (IBTX) has 6.56M shares outstanding as of 30 Jun 24, down -79.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.91% | 0.25% |
| 31 Mar, 24 | 79.39% | 1.31% |
| 31 Dec, 23 | 77.82% | 1.34% |
| 30 Sep, 23 | 76.30% | 1.36% |
| 30 Jun, 23 | 74.77% | 1.33% |
| 31 Mar, 23 | 74.99% | 1.41% |
| 31 Dec, 22 | 72.91% | 1.22% |
| 30 Sep, 22 | 77.33% | 1.33% |
| 30 Jun, 22 | 76.24% | 1.28% |
| 31 Mar, 22 | 77.06% | 1.42% |
| 31 Dec, 21 | 73.73% | 1.42% |
| 30 Sep, 21 | 71.94% | 1.36% |
| 30 Jun, 21 | 72.75% | 1.44% |
| 31 Mar, 21 | 71.04% | 1.43% |
| 31 Dec, 20 | 70.59% | 1.51% |
| 30 Sep, 20 | 68.34% | 1.26% |
| 30 Jun, 20 | 73.58% | 1.50% |
| 31 Mar, 20 | 70.06% | 1.72% |
| 31 Dec, 19 | 63.74% | 1.51% |
| 30 Sep, 19 | 65.05% | 1.62% |
| 30 Jun, 19 | 63.33% | 1.68% |
| 31 Mar, 19 | 61.34% | 1.26% |
| 31 Dec, 18 | 69.82% | 1.83% |
| 30 Sep, 18 | 61.73% | 1.68% |
| 30 Jun, 18 | 60.68% | 1.71% |
| 31 Mar, 18 | 59.58% | 1.82% |
| 31 Dec, 17 | 57.25% | 2.38% |
| 30 Sep, 17 | 49.06% | 2.26% |
| 30 Jun, 17 | 46.57% | 1.96% |
| 31 Mar, 17 | 48.75% | 2.59% |
| 31 Dec, 16 | 43.35% | 3.42% |
| 30 Sep, 16 | 35.63% | 2.99% |
| 30 Jun, 16 | 34.52% | 3.60% |
| 31 Mar, 16 | 30.96% | 3.41% |
| 31 Dec, 15 | 30.13% | 0.65% |
| 30 Sep, 15 | 68.22% | 7.57% |
| 30 Jun, 15 | 30.02% | 3.76% |
| 31 Mar, 15 | 28.25% | 3.36% |
| 31 Dec, 14 | 29.01% | 3.63% |
| 30 Sep, 14 | 28.25% | 3.71% |
| 30 Jun, 14 | 27.59% | 3.65% |
| 31 Mar, 14 | 27.50% | 3.29% |
| 31 Dec, 13 | 28.90% | 4.51% |
| 30 Sep, 13 | 25.32% | 3.77% |
| 30 Jun, 13 | 25.92% | - |
As of 30 Jun 24, Independent Bank Group is held by 15.91% institutional shareholders, representing a 0.25% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | -63.16% |
| 31 Mar, 24 | 95 | 4.40% |
| 31 Dec, 23 | 91 | 4.60% |
| 30 Sep, 23 | 87 | -14.71% |
| 30 Jun, 23 | 102 | -0.97% |
| 31 Mar, 23 | 103 | 35.53% |
| 31 Dec, 22 | 76 | -6.17% |
| 30 Sep, 22 | 81 | 15.71% |
| 30 Jun, 22 | 70 | -16.67% |
| 31 Mar, 22 | 84 | 2.44% |
| 31 Dec, 21 | 82 | 7.89% |
| 30 Sep, 21 | 76 | 4.11% |
| 30 Jun, 21 | 73 | -10.98% |
| 31 Mar, 21 | 82 | -21.15% |
| 31 Dec, 20 | 104 | 44.44% |
| 30 Sep, 20 | 72 | -33.33% |
| 30 Jun, 20 | 108 | 38.46% |
| 31 Mar, 20 | 78 | -33.90% |
| 31 Dec, 19 | 118 | 53.25% |
| 30 Sep, 19 | 77 | - |
| 30 Jun, 19 | 77 | -33.62% |
| 31 Mar, 19 | 116 | 46.84% |
| 31 Dec, 18 | 79 | -1.25% |
| 30 Sep, 18 | 80 | -5.88% |
| 30 Jun, 18 | 85 | 8.97% |
| 31 Mar, 18 | 78 | -3.70% |
| 31 Dec, 17 | 81 | 24.62% |
| 30 Sep, 17 | 65 | -13.33% |
| 30 Jun, 17 | 75 | 11.94% |
| 31 Mar, 17 | 67 | -6.94% |
| 31 Dec, 16 | 72 | 71.43% |
| 30 Sep, 16 | 42 | -26.32% |
| 30 Jun, 16 | 57 | -5.00% |
| 31 Mar, 16 | 60 | 25.00% |
| 31 Dec, 15 | 48 | 41.18% |
| 30 Sep, 15 | 34 | -22.73% |
| 30 Jun, 15 | 44 | 4.76% |
| 31 Mar, 15 | 42 | -8.70% |
| 31 Dec, 14 | 46 | 6.98% |
| 30 Sep, 14 | 43 | -32.81% |
| 30 Jun, 14 | 64 | 88.24% |
| 31 Mar, 14 | 34 | -2.86% |
| 31 Dec, 13 | 35 | 20.69% |
| 30 Sep, 13 | 29 | -46.30% |
| 30 Jun, 13 | 54 | - |
35 institutional shareholders have increased their position in IBTX stock as of 30 Jun 24 compared to 95 in the previous quarter (a -63.16% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 29 | -59.72% |
| 31 Mar, 24 | 72 | 1.41% |
| 31 Dec, 23 | 71 | 7.58% |
| 30 Sep, 23 | 66 | 26.92% |
| 30 Jun, 23 | 52 | -5.45% |
| 31 Mar, 23 | 55 | -22.54% |
| 31 Dec, 22 | 71 | -7.79% |
| 30 Sep, 22 | 77 | -10.47% |
| 30 Jun, 22 | 86 | 22.86% |
| 31 Mar, 22 | 70 | 7.69% |
| 31 Dec, 21 | 65 | - |
| 30 Sep, 21 | 65 | 6.56% |
| 30 Jun, 21 | 61 | -15.28% |
| 31 Mar, 21 | 72 | 14.29% |
| 31 Dec, 20 | 63 | 14.55% |
| 30 Sep, 20 | 55 | 96.43% |
| 30 Jun, 20 | 28 | -45.10% |
| 31 Mar, 20 | 51 | 6.25% |
| 31 Dec, 19 | 48 | - |
| 30 Sep, 19 | 48 | 14.29% |
| 30 Jun, 19 | 42 | 35.48% |
| 31 Mar, 19 | 31 | -31.11% |
| 31 Dec, 18 | 45 | 32.35% |
| 30 Sep, 18 | 34 | - |
| 30 Jun, 18 | 34 | 3.03% |
| 31 Mar, 18 | 33 | -10.81% |
| 31 Dec, 17 | 37 | 32.14% |
| 30 Sep, 17 | 28 | -6.67% |
| 30 Jun, 17 | 30 | -30.23% |
| 31 Mar, 17 | 43 | 30.30% |
| 31 Dec, 16 | 33 | 10.00% |
| 30 Sep, 16 | 30 | 20.00% |
| 30 Jun, 16 | 25 | 108.33% |
| 31 Mar, 16 | 12 | -29.41% |
| 31 Dec, 15 | 17 | -37.04% |
| 30 Sep, 15 | 27 | 8.00% |
| 30 Jun, 15 | 25 | 8.70% |
| 31 Mar, 15 | 23 | - |
| 31 Dec, 14 | 23 | 4.55% |
| 30 Sep, 14 | 22 | 83.33% |
| 30 Jun, 14 | 12 | -47.83% |
| 31 Mar, 14 | 23 | 76.92% |
| 31 Dec, 13 | 13 | 18.18% |
| 30 Sep, 13 | 11 | - |
| 30 Jun, 13 | - | - |
29 institutional shareholders have reduced their position in IBTX stock as of 30 Jun 24 compared to 72 in the previous quarter (a -59.72% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 85 | -60.28% | 6,557,245 | -79.94% | 15.91% | 0.25% | 35 | -63.16% | 29 | -59.72% |
| 31 Mar, 24 | 214 | 8.08% | 32,690,166 | 1.75% | 79.39% | 1.31% | 95 | 4.40% | 72 | 1.41% |
| 31 Dec, 23 | 198 | 5.88% | 32,127,270 | 2.21% | 77.82% | 1.34% | 91 | 4.60% | 71 | 7.58% |
| 30 Sep, 23 | 187 | 3.89% | 31,433,535 | 1.99% | 76.30% | 1.36% | 87 | -14.71% | 66 | 26.92% |
| 30 Jun, 23 | 180 | -5.26% | 30,821,433 | -0.29% | 74.77% | 1.33% | 102 | -0.97% | 52 | -5.45% |
| 31 Mar, 23 | 190 | 4.40% | 30,911,657 | -1.50% | 74.99% | 1.41% | 103 | 35.53% | 55 | -22.54% |
| 31 Dec, 22 | 182 | -6.67% | 31,383,287 | -0.67% | 72.91% | 1.22% | 76 | -6.17% | 71 | -7.79% |
| 30 Sep, 22 | 195 | 2.63% | 31,594,224 | 0.10% | 77.33% | 1.33% | 81 | 15.71% | 77 | -10.47% |
| 30 Jun, 22 | 190 | -2.56% | 31,561,760 | -3.50% | 76.24% | 1.28% | 70 | -16.67% | 86 | 22.86% |
| 31 Mar, 22 | 195 | 4.28% | 32,705,293 | 3.97% | 77.06% | 1.42% | 84 | 2.44% | 70 | 7.69% |
| 31 Dec, 21 | 187 | 3.31% | 31,457,464 | 1.59% | 73.73% | 1.42% | 82 | 7.89% | 65 | - |
| 30 Sep, 21 | 181 | 1.12% | 30,964,730 | -0.45% | 71.94% | 1.36% | 76 | 4.11% | 65 | 6.56% |
| 30 Jun, 21 | 179 | -4.79% | 31,105,983 | 1.41% | 72.75% | 1.44% | 73 | -10.98% | 61 | -15.28% |
| 31 Mar, 21 | 188 | -5.05% | 30,672,095 | 1.63% | 71.04% | 1.43% | 82 | -21.15% | 72 | 14.29% |
| 31 Dec, 20 | 198 | 26.11% | 30,180,026 | 2.15% | 70.59% | 1.51% | 104 | 44.44% | 63 | 14.55% |
| 30 Sep, 20 | 157 | - | 29,544,883 | -6.71% | 68.34% | 1.26% | 72 | -33.33% | 55 | 96.43% |
| 30 Jun, 20 | 157 | -3.09% | 31,668,300 | 5.09% | 73.58% | 1.50% | 108 | 38.46% | 28 | -45.10% |
| 31 Mar, 20 | 162 | -18.59% | 30,135,726 | 10.07% | 70.06% | 1.72% | 78 | -33.90% | 51 | 6.25% |
| 31 Dec, 19 | 199 | 23.60% | 27,377,862 | -2.01% | 63.74% | 1.51% | 118 | 53.25% | 48 | - |
| 30 Sep, 19 | 161 | 1.90% | 27,939,649 | 1.82% | 65.05% | 1.62% | 77 | - | 48 | 14.29% |
| 30 Jun, 19 | 158 | -1.25% | 27,441,494 | 2.24% | 63.33% | 1.68% | 77 | -33.62% | 42 | 35.48% |
| 31 Mar, 19 | 160 | 9.59% | 26,840,140 | 29.88% | 61.34% | 1.26% | 116 | 46.84% | 31 | -31.11% |
| 31 Dec, 18 | 146 | 0.69% | 20,665,082 | 9.86% | 69.82% | 1.83% | 79 | -1.25% | 45 | 32.35% |
| 30 Sep, 18 | 145 | 2.11% | 18,809,928 | 6.65% | 61.73% | 1.68% | 80 | -5.88% | 34 | - |
| 30 Jun, 18 | 142 | 7.58% | 17,636,309 | 4.52% | 60.68% | 1.71% | 85 | 8.97% | 34 | 3.03% |
| 31 Mar, 18 | 132 | -3.65% | 16,873,435 | 5.52% | 59.58% | 1.82% | 78 | -3.70% | 33 | -10.81% |
| 31 Dec, 17 | 137 | 16.10% | 15,991,213 | 17.25% | 57.25% | 2.38% | 81 | 24.62% | 37 | 32.14% |
| 30 Sep, 17 | 118 | -3.28% | 13,638,026 | 5.41% | 49.06% | 2.26% | 65 | -13.33% | 28 | -6.67% |
| 30 Jun, 17 | 122 | -5.43% | 12,937,914 | 40.36% | 46.57% | 1.96% | 75 | 11.94% | 30 | -30.23% |
| 31 Mar, 17 | 129 | 6.61% | 9,217,455 | 14.91% | 48.75% | 2.59% | 67 | -6.94% | 43 | 30.30% |
| 31 Dec, 16 | 121 | 26.04% | 8,021,146 | 21.83% | 43.35% | 3.42% | 72 | 71.43% | 33 | 10.00% |
| 30 Sep, 16 | 96 | -3.03% | 6,583,733 | 5.05% | 35.63% | 2.99% | 42 | -26.32% | 30 | 20.00% |
| 30 Jun, 16 | 99 | 7.61% | 6,267,524 | 9.75% | 34.52% | 3.60% | 57 | -5.00% | 25 | 108.33% |
| 31 Mar, 16 | 92 | 6.98% | 5,710,619 | 5.51% | 30.96% | 3.41% | 60 | 25.00% | 12 | -29.41% |
| 31 Dec, 15 | 86 | 4.88% | 5,412,443 | -53.63% | 30.13% | 0.65% | 48 | 41.18% | 17 | -37.04% |
| 30 Sep, 15 | 82 | -3.53% | 11,671,722 | 127.23% | 68.22% | 7.57% | 34 | -22.73% | 27 | 8.00% |
| 30 Jun, 15 | 85 | 6.25% | 5,136,498 | 6.37% | 30.02% | 3.76% | 44 | 4.76% | 25 | 8.70% |
| 31 Mar, 15 | 80 | -1.23% | 4,829,007 | -2.26% | 28.25% | 3.36% | 42 | -8.70% | 23 | - |
| 31 Dec, 14 | 81 | 1.25% | 4,940,579 | 6.81% | 29.01% | 3.63% | 46 | 6.98% | 23 | 4.55% |
| 30 Sep, 14 | 80 | -2.44% | 4,625,427 | 6.20% | 28.25% | 3.71% | 43 | -32.81% | 22 | 83.33% |
| 30 Jun, 14 | 82 | 24.24% | 4,355,493 | 25.84% | 27.59% | 3.65% | 64 | 88.24% | 12 | -47.83% |
| 31 Mar, 14 | 66 | 13.79% | 3,461,014 | 7.45% | 27.50% | 3.29% | 34 | -2.86% | 23 | 76.92% |
| 31 Dec, 13 | 58 | 11.54% | 3,220,927 | 6.03% | 28.90% | 4.51% | 35 | 20.69% | 13 | 18.18% |
| 30 Sep, 13 | 52 | -3.70% | 3,037,841 | -2.24% | 25.32% | 3.77% | 29 | -46.30% | 11 | - |
| 30 Jun, 13 | 54 | - | 3,107,526 | - | 25.92% | - | 54 | - | - | - |
Independent Bank Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Independent Bank Group's stock was made by Turpen John G on Jul 31 2024, selling 305 shares at $59.59 per share (valued at $18.17K).
Independent Bank Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 13 | 11 | 118.18% |
| Q1 2024 | 7 | 21 | 33.33% |
| Q4 2023 | - | 3 | - |
| Q3 2023 | 9 | 7 | 128.57% |
| Q2 2023 | 10 | 1 | 1000.00% |
| Q1 2023 | 7 | 18 | 38.89% |
| Q4 2022 | 2 | 1 | 200.00% |
| Q3 2022 | 8 | 13 | 61.54% |
| Q2 2022 | - | 4 | - |
| Q1 2022 | 8 | 29 | 27.59% |
| Q4 2021 | 1 | 4 | 25.00% |
| Q3 2021 | 1 | 15 | 6.67% |
| Q2 2021 | 8 | 2 | 400.00% |
| Q1 2021 | 13 | 36 | 36.11% |
| Q4 2020 | 6 | 4 | 150.00% |
| Q3 2020 | 14 | 1 | 1400.00% |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 13 | 1 | 1300.00% |
| Q4 2019 | - | 2 | - |
| Q2 2019 | 13 | 2 | 650.00% |
13 total buy trades, and 11 total sell trades (buy/sell ratio of 1.18%) were made by Independent Bank Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 8 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | - | 7 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 4 | - |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | 21 | - |
| Q4 2020 | 6 | 4 | 150.00% |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 6 | - | - |
| Q4 2019 | - | 2 | - |
| Q2 2019 | 2 | 2 | 100.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Independent Bank Group's stocks.
Independent Bank Group Peer Ownership
| Ticker | Company |
|---|---|
| BSRR | Sierra Bancorp |
| HBCP | Home Bancorp, Inc. |
| BOKF | BOK Financial Corporation |
| ACNB | ACNB Corporation |
| FNWD | Finward Bancorp |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| UMBF | UMB Financial Corporation |
| CNOB | ConnectOne Bancorp, Inc. |
| FFIN | First Financial Bankshares, Inc. |
| NBHC | National Bank Holdings Corporation |
| FVCB | FVCBankcorp, Inc. |
IBTX Ownership FAQ
Who Owns Independent Bank Group?
Independent Bank Group is owned by institutional shareholders (15.91%), insiders (13.50%), and public (70.59%). The largest institutional shareholder of Independent Bank Group is BLACKROCK INC. (13.70% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.33% of total shares).
Who are the major institutional shareholders of Independent Bank Group?
Independent Bank Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 42.57% of the company's share outstanding.
How many Independent Bank Group shareholders are there?
As of Jun 2024, there are 85 institutional shareholders of Independent Bank Group.
What percentage of Independent Bank Group is owned by BLACKROCK INC?
BLACKROCK INC owns 5.65M shares of Independent Bank Group, representing 13.70% of the company's total shares outstanding, valued at $256.96M (as of Jun 2024).
What percentage of Independent Bank Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 4.12M shares of Independent Bank Group (IBTX), compromising 9.99% of the company, valued at $187.36M.
What percentage of Independent Bank Group is owned by FMR LLC?
FMR LLC is the third largest holder of Independent Bank Group. The company owns 3.45M of the company's shares outstanding (worth $156.88M).