Independent Bank Ownership | Who Owns Independent Bank?

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Independent Bank Ownership Summary

Independent Bank is owned by 84.83% institutional investors, 4.57% insiders, and 10.60% retail investors. Blackrock is the largest institutional shareholder, holding 14.20% of IBCP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.11% of its assets in Independent Bank shares.

IBCP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Independent Bank	84.83%	4.57%	10.60%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.96M	14.20%	$80.02M
Fj capital management	1.21M	5.81%	$32.75M
Vanguard group	1.07M	5.10%	$28.76M
Dimensional fund advisors lp	985.36K	4.72%	$26.60M
Fmr	965.27K	4.62%	$26.06M
State street	618.10K	2.96%	$16.69M
Renaissance	594.80K	2.85%	$16.06M
Lsv asset management	525.37K	2.52%	$14.19M
Geode capital management	497.71K	2.38%	$13.44M
Jpmorgan chase	454.36K	2.18%	$12.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	318.99K	3.58%	$8.61M
Fj capital management	1.21M	3.42%	$32.75M
Maltese capital management	136.90K	0.68%	$3.70M
Foundry partners	208.90K	0.30%	$5.64M
Globeflex capital l p	42.72K	0.12%	$1.15M
Bridgeway capital management	177.58K	0.11%	$4.79M
Hgk asset management	19.70K	0.10%	$531.98K
Campbell & co investment adviser	29.58K	0.07%	$798.69K
Lji wealth management	9.00K	0.05%	$243.00K
Martingale asset management l p	72.39K	0.04%	$1.95M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	2.96M	0.00%	146.82K
Maltese capital management	136.90K	0.68%	136.90K
Assenagon asset management	116.54K	0.01%	116.54K
Acadian asset management	423.63K	0.04%	92.15K
Aqr capital management	174.01K	0.01%	75.02K

Top Sellers

Holder	Shares	% Assets	Change
Fj capital management	1.21M	3.42%	-326.61K
Ameriprise financial	140.81K	0.00%	-58.42K
Allspring global investments	358.56K	0.02%	-54.98K
Nuveen asset management	213.17K	0.00%	-49.05K
Morgan stanley	164.62K	0.00%	-39.09K

New Positions

Holder	Shares	% Assets	Change	Value
Assenagon asset management	116.54K	0.01%	116.54K	$3.15M
Advisory services network	71.06K	0.04%	71.06K	$1.92M
Corebridge financial	10.73K	0.00%	10.73K	$289.63K
State of wisconsin investment board	10.30K	0.00%	10.30K	$278.05K
Mirae asset global etfs	9.76K	0.00%	9.76K	$263.57K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-7.00
International assets investment management	-20.00
Quarry lp	-73.00
Ica group wealth management	-92.00
Nverses capital	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	149	7.19%	17,725,923	4.43%	84	1.28%	77	1.32%	45	4.65%
Jun 30, 2024	138	6.15%	16,973,406	1.72%	81	1.28%	75	20.97%	43	-12.24%
Mar 31, 2024	130	-1.52%	16,686,692	0.55%	79	1.26%	62	-7.46%	49	8.89%
Dec 31, 2023	132	16.81%	16,596,171	1.35%	79	1.31%	67	42.55%	45	9.76%
Sep 30, 2023	113	-5.83%	16,375,744	-0.69%	77	1.27%	47	-11.32%	41	-19.61%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	649.65K	3.11%	-13.69K
FIAM Small Cap Core CIT Cl B	628.30K	3.01%	8.20K
FIAM Small Cap Core Composite	613.60K	2.94%	52.60K
iShares Russell 2000 ETF	570.86K	2.73%	-1.29K
Avantis US Small Cap Value ETF	401.83K	1.92%	-
Foundry Partners Micro Cap Value	305.25K	1.46%	-
JPMorgan Small Cap Blend A	300.99K	1.44%	-82.09K
JPM US Small Cap Value-Composite	300.99K	1.44%	-82.09K
Vanguard Institutional Extnd Mkt Idx Tr	294.87K	1.41%	-1.21K
Allspring Small Company Val	260.84K	1.25%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 03, 2024	Ervin Patrick J	Executive Vice President	Buy	$10.43K
Nov 25, 2024	Daniel Larry R Jr	Executive Vice President	Sell	$150.77K
Nov 20, 2024	Mohr Gavin A.	Executive Vice President	Buy	$29.37K
Sep 12, 2024	Keller Christina	-	Sell	$5.77K
Sep 12, 2024	Keller Christina	-	Sell	$3.28K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	1
2024 Q3	-	22
2024 Q2	-	6
2024 Q1	-	-
2023 Q4	-	-

IBCP Ownership FAQ

Who Owns Independent Bank?

Independent Bank shareholders are primarily institutional investors at 84.83%, followed by 4.57% insiders and 10.60% retail investors. The average institutional ownership in Independent Bank's industry, Regional Banks Stocks, is 51.67%, which Independent Bank exceeds.

Who owns the most shares of Independent Bank?

Independent Bank’s largest shareholders are Blackrock (2.96M shares, 14.20%), Fj capital management (1.21M shares, 5.81%), and Vanguard group (1.07M shares, 5.10%). Together, they hold 25.11% of Independent Bank’s total shares outstanding.

Does Blackrock own Independent Bank?

Yes, BlackRock owns 14.20% of Independent Bank, totaling 2.96M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 80.02M$. In the last quarter, BlackRock increased its holdings by 146.82K shares, a 5.21% change.

Who is Independent Bank’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Independent Bank’s biggest shareholder by percentage of total assets invested, with 3.58% of its assets in 318.98K Independent Bank shares, valued at 8.61M$.

Who is the top mutual fund holder of Independent Bank shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Independent Bank shares, with 3.11% of its total shares outstanding invested in 649.65K Independent Bank shares.

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