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Independent Bank Group (IBTX) Institutional Ownership

Independent Bank Group logo
$63.06 -0.23 (-0.36%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Independent Bank Group (NASDAQ:IBTX)

Current
Institutional Ownership
Percentage
77.90%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$77.71M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$92.58M
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IBTX Institutional Buying and Selling by Quarter

Independent Bank Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC879,076$50.70M0.0%+1.8%2.121%
11/15/2024 Barclays PLC79,414$4.58M0.0%+71.9%0.192%
11/15/2024 XTX Topco Ltd5,449$314K0.0%N/A0.013%
11/15/2024 Jane Street Group LLC61,046$3.52M0.0%+76.3%0.147%
11/15/2024 State Street Corp1,921,646$110.80M0.0%-4.7%4.637%
11/15/2024 Stifel Financial Corp4,435$256K0.0%-6.2%0.011%
11/15/2024 Hotchkis & Wiley Capital Management LLC58,790$3.39M0.0%-12.2%0.142%
11/15/2024 HighTower Advisors LLC246,756$14.23M0.0%-18.1%0.595%
11/15/2024 Atom Investors LP44,424$2.56M0.3%-69.2%0.107%
11/14/2024 Edgestream Partners L.P.61,064$3.52M0.2%N/A0.147%
11/14/2024 Westchester Capital Management LLC304,444$17.55M0.8%+15.5%0.735%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC89,110$5.14M0.0%-12.6%0.215%
11/14/2024 Public Sector Pension Investment Board76,545$4.41M0.0%-3.4%0.185%
11/13/2024 BNP Paribas Financial Markets13,567$782K0.0%+82.1%0.033%
11/13/2024 FMR LLC3,725,572$214.82M0.0%+8.1%8.990%
11/13/2024 The Manufacturers Life Insurance Company 540,797$31.18M0.0%-11.0%1.305%
11/13/2024 Hancock Whitney Corp3,847$222K0.0%N/A0.009%
11/12/2024 Icon Wealth Advisors LLC3,487$201K0.0%-36.9%0.008%
11/12/2024 Citigroup Inc.71,054$4.10M0.0%-55.7%0.171%
11/12/2024 Charles Schwab Investment Management Inc.485,269$27.98M0.0%+1.5%1.171%
11/9/2024 Intech Investment Management LLC11,004$634K0.0%+34.8%0.027%
11/7/2024 Pathstone Holdings LLC27,102$1.56M0.0%+6.6%0.065%
11/7/2024 LMR Partners LLP5,718$330K0.0%N/A0.014%
11/7/2024 Thrivent Financial for Lutherans28,313$1.63M0.0%-5.3%0.068%
11/6/2024 Mutual of America Capital Management LLC5,423$313K0.0%-8.4%0.013%
11/6/2024 Empowered Funds LLC107,275$6.19M0.1%+6.3%0.259%
11/6/2024 Royce & Associates LP31,045$1.79M0.0%-33.8%0.075%
11/6/2024 CIBC Asset Management Inc3,546$204K0.0%N/A0.009%
11/5/2024 Victory Capital Management Inc.13,101$755K0.0%-16.3%0.032%
11/4/2024 Versor Investments LP28,658$1.65M0.3%+0.7%0.069%
11/4/2024 Chartwell Investment Partners LLC99,075$5.71M0.2%-10.1%0.239%
10/31/2024 Principal Financial Group Inc.169,983$9.80M0.0%-4.3%0.411%
10/30/2024 Amalgamated Bank10,617$612K0.0%-3.5%0.026%
10/25/2024 New York State Teachers Retirement System8,477$489K0.0%-11.2%0.020%
10/24/2024 State of Alaska Department of Revenue20,575$1.19M0.0%-2.7%0.050%
10/23/2024 Louisiana State Employees Retirement System17,400$1.00M0.0%-3.9%0.042%
10/21/2024 Everence Capital Management Inc.4,740$273K0.0%N/A0.011%
10/18/2024Blue Trust Inc.872$50K0.0%+1,576.9%0.002%
10/18/2024Precedent Wealth Partners LLC7,193$415K0.1%N/A0.017%
10/10/2024 Inspire Investing LLC7,163$413K0.0%-6.8%0.017%
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10/2/2024 Doliver Advisors LP9,087$524K0.1%-32.4%0.022%
8/16/2024 Water Island Capital LLC17,710$806K0.1%N/A0.043%
8/16/2024 Silver Lake Advisory LLC120,636$5.49M0.8%N/A0.292%
8/15/2024 The Manufacturers Life Insurance Company607,334$27.65M0.0%-21.6%1.468%
8/15/2024 Millennium Management LLC191,411$8.71M0.0%-67.0%0.463%
8/15/2024 AQR Capital Management LLC4,662$212K0.0%N/A0.011%
8/14/2024 Squarepoint Ops LLC19,314$879K0.0%-47.6%0.047%
8/14/2024 Magnetar Financial LLC310,765$14.15M0.3%N/A0.751%
8/14/2024 Public Sector Pension Investment Board79,245$3.61M0.0%+7.6%0.192%
8/14/2024 ProShare Advisors LLC10,759$490K0.0%+47.6%0.026%
8/13/2024 Thrivent Financial for Lutherans29,885$1.36M0.0%-4.1%0.072%
8/13/2024 Sei Investments Co.63,573$2.89M0.0%+0.8%0.154%
8/12/2024 Intech Investment Management LLC8,161$371K0.0%N/A0.020%
8/9/2024 Renaissance Technologies LLC52,243$2.38M0.0%+45.3%0.126%
8/9/2024 Dimensional Fund Advisors LP2,316,743$105.46M0.0%+1.7%5.599%
8/8/2024 American Century Companies Inc.64,837$2.95M0.0%+12.0%0.157%
8/7/2024 Texas Permanent School Fund Corp35,042$1.60M0.0%+11.5%0.085%
8/6/2024 Quest Partners LLC16,473$750K0.1%-12.5%0.040%
8/5/2024 Victory Capital Management Inc.15,658$713K0.0%+5.5%0.038%
8/1/2024 Versor Investments LP28,472$1.30M0.2%N/A0.069%
7/30/2024 Maryland State Retirement & Pension System12,552$571K0.0%-3.8%0.030%
7/29/2024 Peregrine Capital Management LLC162,246$7.39M0.2%-0.3%0.392%
7/29/2024 Principal Financial Group Inc.177,604$8.09M0.0%-4.8%0.429%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank7,076$322K0.0%-13.5%0.017%
7/26/2024 Bank of New York Mellon Corp430,512$19.60M0.0%-0.1%1.040%
7/26/2024 Townsend Asset Management Corp NC ADV5,060$230K0.1%N/A0.012%
7/24/2024 Louisiana State Employees Retirement System18,100$824K0.0%+1.7%0.044%
7/23/2024 Hennessy Advisors Inc.5,000$228K0.0%N/A0.012%
7/18/2024 Silver Lake Advisory LLC120,636$5.49M1.0%N/A0.292%
7/12/2024 Howard Financial Services LTD.27,932$1.27M0.2%+0.8%0.068%
5/17/2024 Comerica Bank15,565$711K0.0%-9.3%0.038%
5/16/2024 California State Teachers Retirement System37,055$1.69M0.0%-5.1%0.090%
5/16/2024 EJF Capital LLC12,266$560K0.4%-86.3%0.030%
5/16/2024 Silvercrest Asset Management Group LLC81,115$3.70M0.0%+28.3%0.196%
5/15/2024 Price T Rowe Associates Inc. MD22,033$1.01M0.0%+6.1%0.053%
5/14/2024 CANADA LIFE ASSURANCE Co32,485$1.48M0.0%+6.2%0.079%
5/13/2024 Bessemer Group Inc.226,860$10.36M0.0%+6.8%0.548%
5/11/2024 Edgestream Partners L.P.68,249$3.12M0.2%+72.0%0.165%
5/10/2024 Vanguard Group Inc.4,162,775$190.03M0.0%-0.4%10.060%
5/9/2024 State Board of Administration of Florida Retirement System7,336$340K0.0%-29.0%0.018%
5/8/2024 ProShare Advisors LLC7,290$333K0.0%+7.4%0.018%
5/8/2024 Headlands Technologies LLC665$30K0.0%N/A0.002%
5/8/2024 Inspire Investing LLC7,789$356K0.0%-8.7%0.019%
5/7/2024 Sei Investments Co.63,042$2.88M0.0%-6.7%0.152%
5/7/2024 Tectonic Advisors LLC22,702$1.04M0.1%+32.0%0.055%
5/7/2024 SG Americas Securities LLC4,445$203K0.0%N/A0.011%
5/7/2024 Empowered Funds LLC111,914$5.11M0.1%+8.1%0.270%
5/6/2024 Texas Permanent School Fund Corp31,433$1.44M0.0%+1.4%0.076%
5/3/2024 GSA Capital Partners LLP38,286$1.75M0.1%+75.5%0.093%
5/2/2024 Fidelis Capital Partners LLC721$33K0.0%N/A0.002%
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5/1/2024 Capstone Investment Advisors LLC9,667$441K0.0%N/A0.023%
5/1/2024 BNP Paribas Financial Markets18,616$850K0.0%-25.5%0.045%
5/1/2024 Mirae Asset Global Investments Co. Ltd.15,784$739K0.0%-4.5%0.038%
4/29/2024 Principal Financial Group Inc.186,487$8.51M0.0%-0.4%0.451%
4/26/2024 Yousif Capital Management LLC16,107$735K0.0%-9.3%0.039%
4/26/2024 Peregrine Capital Management LLC162,814$7.43M0.2%-5.7%0.393%
4/16/2024 First Dallas Securities Inc.23,252$1.06M0.5%N/A0.056%
4/16/2024 Hodges Capital Management Inc.350,284$15.99M1.0%-8.7%0.849%
4/5/2024 GAMMA Investing LLC537$25K0.0%-44.4%0.001%
4/5/2024 NBC Securities Inc.1,674$76K0.0%+19.7%0.004%
(Data available from 1/1/2016 forward)

IBTX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTX shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Independent Bank Group. The most heavily invested institutionals were FMR LLC ($214.82M), Vanguard Group Inc. ($190.03M), State Street Corp ($110.80M), Dimensional Fund Advisors LP ($105.46M), Geode Capital Management LLC ($50.70M), Macquarie Group Ltd. ($32.92M), and The Manufacturers Life Insurance Company ($31.18M).Learn more on IBTX's institutional investors.

What percentage of Independent Bank Group stock is owned by institutional investors?

77.90% of Independent Bank Group stock is owned by institutional investors. Learn more on IBTX's institutional investor holdings.

Which institutional investors have been buying Independent Bank Group stock?

Of the 111 institutional investors that purchased Independent Bank Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.02M), The Manufacturers Life Insurance Company ($375.35K), Magnetar Financial LLC ($310.77K), Dimensional Fund Advisors LP ($250.04K), Silver Lake Advisory LLC ($241.27K), Peregrine Capital Management LLC ($217.40K), and Adage Capital Partners GP L.L.C. ($159.94K).

How much institutional buying is happening at Independent Bank Group?

Institutional investors have bought a total of 4,383,408 shares in the last 24 months. This purchase volume represents approximately $193.06M in transactions.

Which Independent Bank Group major shareholders have been selling company stock?

Of the 74 institutional investors that sold Independent Bank Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($1.21M), American Century Companies Inc. ($801.52K), Millennium Management LLC ($387.99K), Dimensional Fund Advisors LP ($350.23K), The Manufacturers Life Insurance Company ($234.15K), Citigroup Inc. ($116.40K), and Atom Investors LP ($99.67K).

How much institutional selling is happening at Independent Bank Group?

Institutional investors have sold a total of 4,089,342 shares in the last 24 months. This volume of shares sold represents approximately $173.27M in transactions.



This page (NASDAQ:IBTX) was last updated on 11/21/2024 by MarketBeat.com Staff
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