Institutional Ownership Independent Bank Group, Inc. (IBTX)
This table provides information about the institutional ownership of Independent Bank Group, Inc. (IBTX). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,645,014
shares
|
$342 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
99,198
shares
|
$6.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
99,075
shares
|
$6.01 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
86,887
shares
|
$5.27 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
56,912
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
39,446
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Walthausen & Co., LLC
Malta, NY |
Nov 14, 2022 Q3 2022 |
22,950
shares
|
$1.39 Million
1.18% of portfolio
|
Q3 2022
Added 0.78%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
21,301
shares
|
$1.29 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
18,851
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,835
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,772
shares
|
$410,857
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,530
shares
|
$335,505
0.02% of portfolio
|
Q1 2023
Added 1.69%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,579
shares
|
$156,467
0.01% of portfolio
|
Q1 2022
Reduced 7.2%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,000
shares
|
$121,340
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
604
shares
|
$36,644
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
162
shares
|
$9,828
0.01% of portfolio
|
Q1 2022
Reduced 14.74%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$2,002
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$303
0.0% of portfolio
|
Q4 2021
Reduced 66.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|