Independent Bank Group Ownership | Who Owns Independent Bank Group?

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Independent Bank Group Ownership Summary

Independent Bank Group is owned by 78.37% institutional investors, 13.50% insiders, and 8.12% 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	78.37%	13.50%	8.12%
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	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 %
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%
Sep 30, 2023	187	3.31%	31,433,535	0.75%	76	1.33%	87	-14.71%	66	26.92%

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
Invesco Small Cap Value A	538.80K	1.30%	-

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	-	-

IBTX Ownership FAQ

Who Owns Independent Bank Group?

Independent Bank Group shareholders are primarily institutional investors at 78.37%, followed by 13.50% insiders and 8.13% retail investors. The average institutional ownership in Independent Bank Group's industry, Regional Banks Stocks, is 51.67%, which Independent Bank Group exceeds.

Who owns the most shares of Independent Bank Group?

Independent Bank Group’s largest shareholders are Blackrock (5.65M shares, 13.70%), Vanguard group (4.12M shares, 9.99%), and Fmr (3.45M shares, 8.36%). Together, they hold 32.05% of Independent Bank Group’s total shares outstanding.

Does Blackrock own Independent Bank Group?

Yes, BlackRock owns 13.70% of Independent Bank Group, totaling 5.65M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 256.96M$. In the last quarter, BlackRock decreased its holdings by -208K shares, a -3.56% change.

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

Fj capital management is Independent Bank Group’s biggest shareholder by percentage of total assets invested, with 5.14% of its assets in 1.08M Independent Bank Group shares, valued at 49.14M$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Independent Bank Group shares, with 5.55% of its total shares outstanding invested in 2.3M Independent Bank Group shares.

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