Independent Bank Group Ownership | Who Owns Independent Bank Group?
Independent Bank Group Ownership Summary
Independent Bank Group is owned by 77.32% institutional investors, 13.50% insiders, and 9.17% retail investors. Blackrock is the largest institutional shareholder, holding 13.70% of IBTX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.55% of its assets in Independent Bank Group shares.
IBTX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Independent Bank Group | 77.32% | 13.50% | 9.17% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.65M | 13.70% | $256.96M |
| Vanguard group | 4.12M | 9.99% | $187.36M |
| Fmr | 3.45M | 8.36% | $156.88M |
| Dimensional fund advisors lp | 2.32M | 5.62% | $105.46M |
| State street | 2.02M | 4.89% | $91.81M |
| Macquarie group | 1.12M | 2.73% | $51.16M |
| Fj capital management | 1.08M | 2.62% | $49.14M |
| Geode capital management | 863.63K | 2.10% | $39.32M |
| Invesco | 694.69K | 1.69% | $31.62M |
| Manufacturers life insurance company, the | 607.33K | 1.47% | $27.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 1.08M | 5.14% | $49.14M |
| Ejf capital | 45.51K | 1.53% | $2.07M |
| Private capital management | 120.64K | 0.99% | $5.49M |
| Atom investors lp | 144.10K | 0.66% | $6.56M |
| Westchester capital management | 263.50K | 0.45% | $11.99M |
| Magnetar financial | 310.76K | 0.29% | $14.15M |
| Versor investments lp | 28.47K | 0.24% | $1.30M |
| Howard financial services | 27.93K | 0.21% | $1.27M |
| Chartwell investment partners | 110.16K | 0.18% | $5.01M |
| Doliver advisors, lp | 13.44K | 0.17% | $611.87K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 370.24K | 0.03% | 357.79K |
| Balyasny asset management | 325.22K | 0.03% | 325.22K |
| Magnetar financial | 310.76K | 0.29% | 310.76K |
| Goldman sachs group | 534.91K | 0.00% | 307.88K |
| Westchester capital management | 263.50K | 0.45% | 263.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 46.88K | 0.02% | -594.92K |
| Millennium management | 191.41K | 0.00% | -387.99K |
| Hodges capital management | - | - | -350.28K |
| Holocene advisors, lp | - | - | -332.12K |
| Adage capital partners gp | - | - | -262.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 325.22K | 0.03% | 325.22K | $14.80M |
| Magnetar financial | 310.76K | 0.29% | 310.76K | $14.15M |
| Westchester capital management | 263.50K | 0.45% | 263.50K | $11.99M |
| Aqr arbitrage | 88.17K | 0.10% | 88.17K | $4.01M |
| New york life investment management | 83.83K | 0.04% | 83.83K | $3.82M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Abound wealth management | -9.00 |
| Innealta capital | -9.00 |
| Fintrust capital advisors | -23.00 |
| Stephens consulting | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 187 | 3.31% | 31,433,535 | 0.75% | 76 | 1.33% | 87 | -14.71% | 66 | 26.92% |
| Jun 30, 2023 | 181 | -4.74% | 31,199,554 | 0.93% | 75 | 1.35% | 102 | -0.97% | 52 | -5.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.30M | 5.55% | 2.22K |
| Fidelity Small Cap Value Fund | 1.22M | 2.95% | -5.60K |
| Vanguard Total Stock Mkt Idx Inv | 1.09M | 2.64% | -13.04K |
| iShares Russell 2000 ETF | 934.22K | 2.25% | -2.10K |
| Delaware Small Cap Core I | 901.40K | 2.18% | -5.59K |
| Vanguard Small Cap Index | 884.71K | 2.14% | 1.68K |
| American Funds SMALLCAP World A | 802.86K | 1.94% | 802.86K |
| Vanguard Small Cap Value Index Inv | 596.83K | 1.44% | -204.00 |
| DFA US Small Cap Value I | 548.37K | 1.32% | 4.79K |
| Vanguard Institutional Extnd Mkt Idx Tr | 540.30K | 1.30% | -17.54K |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
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