Independent Bank Group Inc (IBTX) Ownership

63.06 ↓0.23 (-0.36%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Independent Bank Group Inc (IBTX), owning a total of 5.6 million shares. Combined, the top 37 institutional holders of IBTX own 88.75% of the company with a total of 36.7 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders increased their combined ownership of IBTX by 1 million shares. 11 institutions bought 1,722,020 total additional shares and increased their ownership by an average of 278.41%. However 9 institutions sold 712,427 total shares and decreased their ownership by an average of 4.82%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Independent Bank Group increased by a net total of 1,009,593 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.623%	-3.559%	5,645,014	-208,298	2024-06-30
Vanguard Group Inc	9.934%	-1.122%	4,116,053	-46,722	2024-06-30
FMR Inc	8.318%	-5.150%	3,446,460	-187,147	2024-06-30
Dimensional Fund Advisors, Inc.	5.591%	1.716%	2,316,743	39,091	2024-06-30
State Street Corp	4.868%	7.894%	2,016,880	147,557	2024-06-30
Macquarie Group Ltd	2.712%	0.376%	1,123,886	4,207	2024-06-30
Morgan Stanley - Brokerage Accounts	2.647%	11.264%	1,096,832	111,042	2024-06-30
FJ Capital Management LLC	2.605%	-6.015%	1,079,442	-69,089	2024-06-30
Geode Capital Management, LLC	2.084%	4.058%	863,629	33,679	2024-06-30
Amvescap Plc.	1.677%	-3.084%	694,694	-22,107	2024-06-30
Manufacturers Life Insurance Co	1.466%	-21.629%	607,334	-167,611	2024-06-30
Goldman Sachs Group Inc	1.291%	135.610%	534,908	307,877	2024-06-30
Charles Schwab Investment Management Inc	1.154%	5.367%	477,982	24,347	2024-06-30
Bank of New York Mellon Corp	1.039%	-0.075%	430,512	-324	2024-06-30
Northern Trust Corp	0.957%	-2.702%	396,446	-11,010	2024-06-30
Qube Research & Technologies	0.894%	2,875.000%	370,239	357,794	2024-06-30
Bank of America Corp	0.832%	21.264%	344,699	60,443	2024-06-30
Balyasny Asset Management LLC	0.785%	0.000%	325,218	325,218	2024-06-30
Magnetar Financial LLC	0.750%	0.000%	310,765	310,765	2024-06-30
HighTower Advisors, LLC	0.728%	-0.040%	301,446	-119	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.623%	-3.559%	5,645,014	-208,298	2024-06-30
Vanguard Group Inc	9.934%	-1.122%	4,116,053	-46,722	2024-06-30
FMR Inc	8.318%	-5.150%	3,446,460	-187,147	2024-06-30
Dimensional Fund Advisors, Inc.	5.591%	1.716%	2,316,743	39,091	2024-06-30
State Street Corp	4.868%	7.894%	2,016,880	147,557	2024-06-30
State Street Corporation	4.518%	-3.529%	1,869,323	-68,378	2024-03-31
T. Rowe Price Associates, Inc.	3.331%	-1.373%	1,372,352	-19,098	2022-06-30
Capital Research Global Investors	3.257%	-45.042%	1,344,599	-1,102,003	2023-03-31
T. Rowe Price Investment Management,Inc.	2.829%	-4.163%	1,167,929	-50,734	2023-09-30
Macquarie Group Ltd	2.712%	0.376%	1,123,886	4,207	2024-06-30
Morgan Stanley - Brokerage Accounts	2.647%	11.264%	1,096,832	111,042	2024-06-30
FJ Capital Management LLC	2.605%	-6.015%	1,079,442	-69,089	2024-06-30
Geode Capital Management, LLC	2.084%	4.058%	863,629	33,679	2024-06-30
Amvescap Plc.	1.677%	-3.084%	694,694	-22,107	2024-06-30
Royce & Associates, LP	1.551%	3.637%	641,803	22,522	2024-03-31
Manufacturers Life Insurance Co	1.466%	-21.629%	607,334	-167,611	2024-06-30
Millennium Management LLC	1.400%	-44.034%	579,397	-455,876	2024-03-31
Goldman Sachs Group Inc	1.291%	135.610%	534,908	307,877	2024-06-30
Charles Schwab Investment Management Inc	1.154%	5.367%	477,982	24,347	2024-06-30
Bank of New York Mellon Corp	1.039%	-0.075%	430,512	-324	2024-06-30
Adage Capital Partners Gp LLC	1.037%	46.324%	429,176	135,870	2024-03-31
Northern Trust Corp	0.957%	-2.702%	396,446	-11,010	2024-06-30
Ameriprise Financial Inc	0.943%	-9.181%	389,137	-39,336	2023-03-31
Qube Research & Technologies	0.894%	2,875.000%	370,239	357,794	2024-06-30
NORGES BANK	0.875%	2.138%	361,373	7,563	2022-12-31
Hodges Capital Management Inc	0.845%	-8.656%	350,284	-33,192	2024-03-31
Bank of America Corp	0.832%	21.264%	344,699	60,443	2024-06-30
American Century Companies Inc	0.826%	-64.541%	340,899	-620,479	2023-09-30
Holocene Advisors, LP	0.803%	-46.614%	332,116	-289,988	2024-03-31
Balyasny Asset Management LLC	0.785%	0.000%	325,218	325,218	2024-06-30
Magnetar Financial LLC	0.750%	0.000%	310,765	310,765	2024-06-30
HighTower Advisors, LLC	0.728%	-0.040%	301,446	-119	2024-06-30
AllianceBernstein L.P.	0.567%	-55.343%	234,109	-290,124	2023-09-30
Principal Financial Group Inc	0.530%	-2.771%	218,388	-6,223	2022-09-30
Peregrine Capital Management,LLC	0.527%	0.000%	217,399	217,399	2023-06-30
Bessemer Group Inc	0.513%	74.963%	212,326	90,971	2023-12-31
Chartwell Investment Partners, LLC	0.450%	-2.962%	185,406	-5,660	2022-06-30

Mutual Fund Ownership

NT Ext Eq Mkt Indx Fd DC Lending Tier 5 is the biggest individual fund holder of Independent Bank Group Inc (IBTX), owning a total of 4.1 million shares. Combined, the top 41 mutual fund holders of IBTX own 73.25% of the company with a total of 30.3 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of IBTX by 445 shares. 2 funds bought 2,545 total additional shares and increased their ownership by an average of 0.09%. However 1 funds sold 2,100 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Independent Bank Group increased by a net total of 445 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.547%	0.097%	2,298,490	2,220	2024-10-31
iShares Russell 2000 ETF	2.255%	-0.224%	934,220	-2,100	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.894%	0.088%	370,239	325	2024-10-31
iShares Russell 2000 Value ETF	0.836%	0.000%	346,585	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	9.941%	312,711.000%	4,119,720	4,118,403	2024-06-30
iShares Core S&P Small-Cap ETF	5.547%	0.097%	2,298,490	2,220	2024-10-31
Fidelity® Small Cap Value	3.896%	0.000%	1,608,469	0	2023-10-31
Fidelity Small Cap Value Fund	2.954%	-0.455%	1,224,169	-5,600	2024-08-31
Vanguard Total Stock Mkt Idx Inv	2.670%	0.170%	1,106,315	1,882	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.605%	0.561%	1,075,219	5,996	2023-03-31
iShares Russell 2000 ETF	2.255%	-0.224%	934,220	-2,100	2024-10-31
Delaware US Small Cap Core Equity (SMA)	2.247%	52.277%	931,195	319,679	2024-03-31
Macquarie US Small Cap Core Equity	2.247%	52.277%	931,195	319,679	2024-03-31
Delaware Small Cap Core I	2.175%	-0.616%	901,401	-5,586	2024-09-30
Vanguard Small Cap Index	2.131%	-0.676%	883,028	-6,009	2024-09-30
American Funds SMALLCAP World A	1.938%	0.000%	802,859	802,859	2024-09-30
T. Rowe Price Small-Cap Value	1.884%	-6.006%	777,812	-49,700	2023-09-30
American Century Small Cap Value Inv	1.877%	1.653%	775,000	12,600	2023-06-30
American Century U.S. Small Cap Value	1.877%	1.653%	775,000	12,600	2023-06-30
Vanguard Small Cap Value Index Inv	1.441%	0.081%	597,030	483	2024-09-30
DFA US Small Cap Value I	1.323%	0.882%	548,374	4,795	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.304%	-3.145%	540,298	-17,542	2024-09-30
Invesco Small Cap Value A	1.300%	0.000%	538,800	0	2024-09-30
FIAM Small Cap Core CIT Cl B	1.263%	1.317%	523,200	6,800	2024-08-31
FIAM Small Cap Core Composite	1.233%	88.940%	511,000	240,544	2024-06-30
Fidelity® Series Small Cap Opps	1.222%	0.000%	504,400	0	2023-10-31
Fidelity Series Small Cap Opps	1.217%	0.000%	504,300	0	2024-08-31
JHancock Small Cap Core NAV	1.185%	0.000%	490,942	0	2024-08-31
Vanguard Extended Market Index Investor	1.188%	-0.030%	490,451	-147	2023-08-31
Fidelity Advisor® Small Cap I	1.097%	0.000%	453,000	0	2023-10-31
Fidelity Advisor Small Cap I	1.093%	0.000%	452,900	0	2024-08-31
Royce Small-Cap Total Return Invmt	0.944%	5.977%	390,413	22,019	2024-03-31
Royce Small-Cap Quality Value Composite	0.944%	5.977%	390,413	22,019	2024-03-31
SPDR® S&P Regional Banking ETF	0.900%	0.000%	372,893	0	2024-08-31
SPDR® S&P Bank ETF	0.896%	0.000%	371,325	0	2024-08-30
Fidelity Small Cap Index	0.894%	-2.515%	370,595	-9,560	2024-08-31
iShares S&P Small-Cap 600 Value ETF	0.894%	0.088%	370,239	325	2024-10-31
DFA US Micro Cap I	0.895%	0.000%	369,375	0	2023-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.883%	-0.951%	364,458	-3,500	2023-09-30
DFA US Small Cap I	0.857%	0.000%	355,128	0	2024-09-30
iShares Russell 2000 Value ETF	0.836%	0.000%	346,585	0	2024-10-31
DFA US Targeted Value I	0.825%	-14.887%	340,765	-59,601	2023-08-31
Fidelity® Small Cap Index	0.824%	2.504%	339,961	8,303	2023-09-30
Fidelity Small Cap Stock	0.791%	0.000%	327,391	0	2024-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.754%	0.117%	312,498	366	2024-09-30