IBTX — INDEPENDENT BANK GROUP INC
Reported value held$1.31B
Funds holding (latest)39
Sector—
IBTX (INDEPENDENT BANK GROUP INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 39 funds have reported positions historically, with the sum of their latest reported stakes valued at $1.31B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q4 2024 | 5.75M | $349.11M | 0.01% | Add |
| Vanguard Group history | Q4 2024 | 4.13M | $250.58M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q4 2024 | 3.73M | $226.00M | 0.01% | Hold |
| Capital Research Global Investors history | Q4 2024 | 1.78M | $107.93M | 0.02% | New |
| Geode Capital Management history | Q4 2024 | 872.19K | $52.68M | 0.00% | Reduce |
| Invesco Ltd history | Q4 2024 | 552.28K | $33.51M | 0.01% | Reduce |
| Goldman Sachs Group history | Q4 2024 | 540.01K | $32.76M | 0.01% | Reduce |
| Morgan Stanley history | Q4 2024 | 507.38K | $30.78M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q4 2024 | 490.07K | $29.73M | 0.01% | Add |
| UBS Group AG history | Q4 2024 | 471.99K | $28.64M | 0.01% | Add |
| Northern Trust Corp history | Q4 2024 | 414.40K | $25.14M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2022 | 361.37K | $21.71M | 0.01% | New |
| Manulife Financial history | Q4 2024 | 319.62K | $19.39M | 0.02% | Reduce |
| Bank of America Corp history | Q4 2024 | 293.11K | $17.78M | 0.00% | Reduce |
| BNY Mellon history | Q4 2024 | 261.97K | $15.89M | 0.00% | Reduce |
| Balyasny Asset Management history | Q3 2024 | 217.21K | $12.52M | 0.02% | Reduce |
| Principal Global Investors history | Q4 2024 | 174.82K | $10.61M | 0.01% | Add |
| JPMorgan Chase & Co history | Q4 2024 | 138.89K | $8.43M | 0.00% | Add |
| Legal & General Investment Management America history | Q4 2024 | 100.74K | $6.11M | 0.00% | Reduce |
| PSP Investments history | Q4 2024 | 89.82K | $5.45M | 0.02% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.69M | 5.75M |
| Vanguard Group | 3.99M | 4.06M | 4.06M | 4.08M | 4.14M | 4.14M | 4.10M | 4.19M | 4.22M | 4.16M | 4.16M | 4.18M | 4.16M | 4.12M | 4.13M | 4.13M |
| Fidelity Management & Research (FMR) | — | — | 14 | 500.65K | 2.14M | 2.39M | 2.39M | 2.32M | 2.65M | 3.30M | 3.71M | 3.71M | 3.63M | 3.45M | 3.73M | 3.73M |
| Capital Research Global Investors | — | — | 2.49M | 2.47M | 3.04M | 2.45M | 2.45M | 2.45M | 1.34M | 132.40K | — | — | — | — | — | 1.78M |
| Geode Capital Management | — | — | 688.71K | 669.24K | 676.31K | 667.65K | 666.97K | 687.77K | 715.55K | 740.77K | 776.59K | 813.58K | 829.95K | 863.63K | 879.08K | 872.19K |
| Invesco Ltd | — | — | 127.31K | 128.21K | 156.69K | 95.50K | 173.42K | 182.83K | 185.11K | 210.34K | 111.50K | 488.77K | 716.80K | 694.69K | 696.05K | 552.28K |
| Goldman Sachs Group | — | — | 100.50K | 142.90K | 140.29K | 313.41K | 442.52K | 429.31K | 463.76K | 220.76K | 242.27K | 244.18K | 227.03K | 534.91K | 964.94K | 540.01K |
| Morgan Stanley | — | — | 158.79K | 145.99K | 166.41K | 233.57K | 228.40K | 279.51K | 391.29K | 484.02K | 493.51K | 629.35K | 492.89K | 548.42K | 524.58K | 507.38K |
| Charles Schwab Investment Management | — | — | 285.07K | 300.84K | 311.74K | 312.05K | 316.83K | 329.11K | 338.99K | 366.45K | 400.40K | 428.79K | 453.63K | 477.98K | 485.27K | 490.07K |
| UBS Group AG | — | — | 15.38K | 24.60K | 19.61K | 6.79K | 16.75K | 17.75K | 22.68K | 18.82K | 31.20K | 44.25K | 30.82K | 35.44K | 33.07K | 471.99K |
| Northern Trust Corp | — | — | 492.92K | 441.73K | 420.59K | 414.19K | 402.11K | 398.90K | 396.07K | 416.21K | 414.13K | 415.66K | 407.46K | 396.45K | 392.95K | 414.40K |
| Manulife Financial | — | — | 277.31K | 275.98K | 267.37K | 271.97K | 294.49K | 331.49K | 432.32K | 730.37K | 734.86K | 770.66K | 774.95K | 607.33K | 540.80K | 319.62K |
| Bank of America Corp | — | — | 227.87K | 241.21K | 218.47K | 187.10K | 173.59K | 180.66K | 205.48K | 211.05K | 227.47K | 206.67K | 284.26K | 344.70K | 324.61K | 293.11K |
| BNY Mellon | — | — | 472.88K | 436.87K | 429.18K | 409.41K | 405.26K | 396.85K | 399.38K | 395.79K | 386.43K | 448.62K | 430.84K | 430.51K | 398.05K | 261.97K |
| Principal Global Investors | — | — | 313.94K | 289.03K | 273.30K | 224.61K | 218.39K | 216.54K | 214.18K | 202.01K | 193.84K | 187.23K | 186.49K | 177.60K | 169.98K | 174.82K |
| JPMorgan Chase & Co | — | — | 119.93K | 120.69K | 121.72K | 126.52K | 117.55K | 43.29K | 30.73K | 67.78K | 45.24K | 48.61K | 38.36K | 56.44K | 66.75K | 138.89K |
| Legal & General Investment Management America | — | — | 102.17K | 104.97K | 106.45K | 105.78K | 102.04K | 104.14K | 104.15K | 101.88K | 99.38K | 98.92K | 98.74K | 101.39K | 102.39K | 100.74K |
| PSP Investments | — | — | 75.03K | 75.21K | 68.63K | 67.30K | 64.90K | 64.45K | 62.30K | 63.02K | 44.40K | 74.53K | 73.62K | 79.25K | 76.55K | 89.82K |
| Millennium Management | — | — | 282.06K | 77.91K | 34.89K | — | 59.53K | 115.08K | 85.76K | 135.33K | 570.23K | 1.04M | 579.40K | 191.41K | 256.56K | 88.73K |
| Citigroup Inc | — | — | 21.07K | 29.16K | 32.84K | 18.61K | 17.64K | 21.70K | 16.32K | 58.29K | 31.39K | 57.34K | 63.95K | 160.56K | 71.05K | 72.17K |