Independent Bank Group Ownership | Who Owns Independent Bank Group?
Independent Bank Group Ownership Summary
Independent Bank Group is owned by 47.07% institutional investors, 13.52% insiders, and 39.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.98% of IBTX shares. American Funds SMALLCAP World A is the top mutual fund, with 8.00% of its assets in Independent Bank Group shares.
IBTX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Independent Bank Group | 47.07% | 13.52% | 39.42% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.75M | 13.98% | $349.11M |
| Blackrock | 5.65M | 13.70% | $256.96M |
| Vanguard group | 4.13M | 10.03% | $250.58M |
| Fmr | 3.73M | 9.05% | $226.00M |
| Dimensional fund advisors lp | 2.46M | 5.97% | $149.07M |
| State street | 2.02M | 4.89% | $91.81M |
| Capital research global investors | 1.78M | 4.32% | $107.93M |
| Capital investors | 1.71M | 4.15% | $103.59M |
| Macquarie group | 1.10M | 2.66% | $66.45M |
| Geode capital management | 872.19K | 2.12% | $52.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 305.43K | 2.15% | $18.53M |
| Kdk private wealth management | 17.18K | 1.08% | $1.04M |
| Magnetar financial | 323.00K | 0.45% | $19.60M |
| Private capital management | 21.30K | 0.26% | $1.29M |
| Aqr arbitrage | 180.37K | 0.24% | $10.94M |
| Chartwell investment partners | 110.16K | 0.18% | $5.01M |
| Trail ridge investment advisors | 4.60K | 0.13% | $279.32K |
| Precedent wealth partners | 6.69K | 0.13% | $406.06K |
| Water island capital | 19.46K | 0.13% | $1.18M |
| Weil company | 4.95K | 0.10% | $300.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 1.78M | 0.02% | 1.78M |
| Capital investors | 1.71M | 0.02% | 904.58K |
| Ubs group | 471.99K | 0.01% | 438.93K |
| American century companies | 487.03K | 0.02% | 278.96K |
| State street | 2.02M | 0.00% | 147.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 305.43K | 2.15% | -681.41K |
| Goldman sachs group | 540.01K | 0.01% | -424.93K |
| Hodges capital management | - | - | -350.28K |
| Holocene advisors, lp | - | - | -332.12K |
| Westchester capital management | - | - | -304.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital research global investors | 1.78M | 0.02% | 1.78M | $107.93M |
| Raymond james financial | 108.69K | 0.00% | 108.69K | $6.60M |
| State of new jersey common pension fund d | 33.17K | 0.01% | 33.17K | $2.01M |
| Proficio capital partners | 25.36K | 0.00% | 25.36K | $25.36K |
| Kdk private wealth management | 17.18K | 1.08% | 17.18K | $1.04M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -3.00 |
| Claris advisors, llc / mo / | -3.00 |
| Global financial private client | -3.00 |
| Capital performance advisors llp | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 108 | -48.33% | 19,375,127 | -39.95% | 47 | 0.77% | 47 | -47.78% | 35 | -52.70% |
| Sep 30, 2024 | 208 | 5.58% | 32,263,952 | 1.26% | 78 | 1.31% | 89 | -1.11% | 74 | 4.23% |
| Jun 30, 2024 | 195 | -8.88% | 31,861,268 | -2.54% | 77 | 1.23% | 90 | -5.26% | 69 | -4.17% |
| Mar 31, 2024 | 214 | 8.08% | 32,690,166 | 1.75% | 79 | 1.31% | 95 | 4.40% | 72 | 1.41% |
| Dec 31, 2023 | 198 | 5.88% | 32,127,270 | 2.21% | 77 | 1.34% | 91 | 4.60% | 71 | 7.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.31M | 8.00% | 2.51M |
| iShares Core S&P Small-Cap ETF | 2.33M | 5.62% | 1.12K |
| Fidelity Small Cap Value Fund | 1.34M | 3.24% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.09M | 2.62% | 2.12K |
| iShares Russell 2000 ETF | 981.62K | 2.37% | -3.77K |
| Delaware Small Cap Core I | 901.40K | 2.18% | -5.59K |
| Macquarie Small Cap Core I | 901.40K | 2.18% | - |
| Vanguard Small Cap Index | 896.78K | 2.16% | 7.28K |
| Vanguard Small Cap Value Index Inv | 595.30K | 1.44% | -4.43K |
| DFA US Small Cap Value I | 570.74K | 1.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2023 | Langdale Paul B | EVP, Chief Financial Officer | Buy | $14.92K |
| May 04, 2023 | Tippit James P | EVP, Corporate Responsibility | Buy | $15.31K |
| May 08, 2023 | Montgomery Brenda K | EVP, Chief Accounting Officer | Buy | $20.31K |
| May 08, 2023 | Hobbs Michael B | EVP, President and COO | Buy | $75.19K |
| May 05, 2023 | Brooks Daniel W | Vice Chairman | Buy | $96.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
IBTX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools