Independent Bank Group Inc (IBTX) Ownership

60.67 ↑0.00 (0.00%)

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 5.8 million shares. Combined, the top 40 institutional holders of IBTX own 93.02% of the company with a total of 38.5 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders increased their combined ownership of IBTX by 2.1 million shares. 11 institutions bought 3,560,101 total additional shares and increased their ownership by an average of 144.10%. However 8 institutions sold 1,499,242 total shares and decreased their ownership by an average of 22.38%.

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 2,060,859 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.887%	1.191%	5,754,197	67,705	2024-12-31
Vanguard Group Inc	9.968%	0.039%	4,130,224	1,597	2024-12-31
FMR Inc	8.990%	-0.013%	3,725,102	-470	2024-12-31
Dimensional Fund Advisors, Inc.	5.930%	1.352%	2,457,003	32,765	2024-12-31
State Street Corp	4.708%	1.511%	1,950,679	29,033	2024-12-31
Capital Research Global Investors	4.294%	0.000%	1,779,039	1,779,039	2024-12-31
Capital Research & Mgmt Co - Division 3	4.121%	112.670%	1,707,436	904,577	2024-12-31
Macquarie Group Ltd	2.643%	-0.310%	1,095,284	-3,407	2024-12-31
Geode Capital Management, LLC	2.105%	-0.783%	872,194	-6,882	2024-12-31
Amvescap Plc.	1.333%	-20.655%	552,276	-143,771	2024-12-31
Goldman Sachs Group Inc	1.303%	-44.037%	540,011	-424,925	2024-12-31
Morgan Stanley - Brokerage Accounts	1.225%	-3.277%	507,383	-17,192	2024-12-31
Charles Schwab Investment Management Inc	1.183%	0.990%	490,073	4,804	2024-12-31
American Century Companies Inc	1.175%	134.075%	487,026	278,962	2024-12-31
UBS Group AG	1.139%	1,327.380%	471,992	438,925	2024-12-31
Northern Trust Corp	1.000%	5.460%	414,402	21,456	2024-12-31
Magnetar Financial LLC	0.780%	0.385%	322,999	1,238	2024-12-31
Manufacturers Life Insurance Co	0.771%	-40.899%	319,617	-221,180	2024-12-31
FJ Capital Management LLC	0.737%	-69.050%	305,431	-681,415	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.887%	1.191%	5,754,197	67,705	2024-12-31
Vanguard Group Inc	9.968%	0.039%	4,130,224	1,597	2024-12-31
FMR Inc	8.990%	-0.013%	3,725,102	-470	2024-12-31
Dimensional Fund Advisors, Inc.	5.930%	1.352%	2,457,003	32,765	2024-12-31
State Street Corp	4.708%	1.511%	1,950,679	29,033	2024-12-31
State Street Corporation	4.518%	-3.529%	1,869,323	-68,378	2024-03-31
Capital Research Global Investors	4.294%	0.000%	1,779,039	1,779,039	2024-12-31
Capital Research & Mgmt Co - Division 3	4.121%	112.670%	1,707,436	904,577	2024-12-31
T. Rowe Price Associates, Inc.	3.331%	-1.373%	1,372,352	-19,098	2022-06-30
T. Rowe Price Investment Management,Inc.	2.829%	-4.163%	1,167,929	-50,734	2023-09-30
Macquarie Group Ltd	2.643%	-0.310%	1,095,284	-3,407	2024-12-31
Geode Capital Management, LLC	2.105%	-0.783%	872,194	-6,882	2024-12-31
Royce & Associates, LP	1.551%	3.637%	641,803	22,522	2024-03-31
Millennium Management LLC	1.400%	-44.034%	579,397	-455,876	2024-03-31
Amvescap Plc.	1.333%	-20.655%	552,276	-143,771	2024-12-31
Goldman Sachs Group Inc	1.303%	-44.037%	540,011	-424,925	2024-12-31
Morgan Stanley - Brokerage Accounts	1.225%	-3.277%	507,383	-17,192	2024-12-31
Charles Schwab Investment Management Inc	1.183%	0.990%	490,073	4,804	2024-12-31
American Century Companies Inc	1.175%	134.075%	487,026	278,962	2024-12-31
UBS Group AG	1.139%	1,327.380%	471,992	438,925	2024-12-31
Adage Capital Partners Gp LLC	1.037%	46.324%	429,176	135,870	2024-03-31
Northern Trust Corp	1.000%	5.460%	414,402	21,456	2024-12-31
Bank of New York Mellon Corp	0.961%	-7.539%	398,054	-32,458	2024-09-30
Ameriprise Financial Inc	0.943%	-9.181%	389,137	-39,336	2023-03-31
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
Qube Research & Technologies	0.807%	-9.726%	334,229	-36,010	2024-09-30
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
Bank of America Corp	0.783%	-5.829%	324,607	-20,092	2024-09-30
Magnetar Financial LLC	0.780%	0.385%	322,999	1,238	2024-12-31
Manufacturers Life Insurance Co	0.771%	-40.899%	319,617	-221,180	2024-12-31
FJ Capital Management LLC	0.737%	-69.050%	305,431	-681,415	2024-12-31
Westchester Capital Management LLC	0.735%	15.539%	304,444	40,944	2024-09-30
HighTower Advisors, LLC	0.728%	-0.040%	301,446	-119	2024-06-30
Bessemer Group Inc	0.727%	12.290%	301,402	32,988	2024-09-30
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
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 46 mutual fund holders of IBTX own 83.12% of the company with a total of 34.4 million shares.

In the latest ownership report on December 31st 2024, the top 46 fund holders increased their combined ownership of IBTX by 2.5 million shares. 7 funds bought 2,541,963 total additional shares and increased their ownership by an average of 45.56%. However 4 funds sold 38,401 total shares and decreased their ownership by an average of 2.98%.

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 2,503,562 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	8.000%	312.885%	3,314,885	2,512,026	2024-12-31
iShares Core S&P Small-Cap ETF	5.618%	0.048%	2,327,743	1,122	2024-12-31
Vanguard Total Stock Mkt Idx Inv	2.625%	0.195%	1,087,545	2,116	2024-12-31
iShares Russell 2000 ETF	2.369%	-0.383%	981,622	-3,775	2024-12-31
Macquarie Small Cap Core I	2.175%	0.000%	901,401	0	2024-12-31
Vanguard Small Cap Index	2.164%	0.819%	896,785	7,282	2024-12-31
Vanguard Small Cap Value Index Inv	1.437%	-0.738%	595,301	-4,428	2024-12-31
DFA US Small Cap Value I	1.377%	0.000%	570,742	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.333%	2.139%	552,512	11,572	2024-12-31
Invesco Small Cap Value A	0.997%	0.000%	413,200	0	2024-12-31
iShares Russell 2000 Value ETF	0.839%	-2.728%	347,478	-9,744	2024-12-31
Avantis US Small Cap Value ETF	0.828%	0.240%	343,128	820	2024-12-31
DFA US Small Cap I	0.825%	0.000%	341,827	0	2024-12-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.796%	0.000%	329,615	0	2024-12-31
JHancock Small Cap Core NAV	0.669%	2.602%	277,026	7,025	2024-12-31
DFA US Targeted Value I	0.640%	0.000%	265,193	0	2024-12-31
Vanguard Tax-Managed Small Cap Adm	0.629%	0.000%	260,418	0	2024-12-31
DFA US Micro Cap I	0.561%	-8.090%	232,381	-20,454	2024-12-31

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
American Funds SMALLCAP World A	8.000%	312.885%	3,314,885	2,512,026	2024-12-31
iShares Core S&P Small-Cap ETF	5.618%	0.048%	2,327,743	1,122	2024-12-31
Fidelity® Small Cap Value	3.896%	0.000%	1,608,469	0	2023-10-31
Fidelity Small Cap Value Fund	3.239%	0.000%	1,341,960	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.625%	0.195%	1,087,545	2,116	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.605%	0.561%	1,075,219	5,996	2023-03-31
iShares Russell 2000 ETF	2.369%	-0.383%	981,622	-3,775	2024-12-31
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%	0.000%	901,401	0	2024-10-31
Macquarie Small Cap Core I	2.175%	0.000%	901,401	0	2024-12-31
Vanguard Small Cap Index	2.164%	0.819%	896,785	7,282	2024-12-31
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	1.437%	-0.738%	595,301	-4,428	2024-12-31
DFA US Small Cap Value I	1.377%	0.000%	570,742	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.333%	2.139%	552,512	11,572	2024-12-31
FIAM Small Cap Core Composite	1.233%	-0.059%	510,700	-300	2024-09-30
FIAM Small Cap Core CIT Cl B	1.233%	0.000%	510,700	0	2024-11-30
Fidelity® Series Small Cap Opps	1.222%	0.000%	504,400	0	2023-10-31
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	2024-11-30
Invesco Small Cap Value A	0.997%	0.000%	413,200	0	2024-12-31
Fidelity Series Small Cap Opps	0.993%	0.000%	411,549	0	2024-11-30
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 Bank ETF	0.896%	0.000%	371,325	0	2024-08-30
iShares S&P Small-Cap 600 Value ETF	0.889%	0.000%	368,293	0	2024-11-30
Fidelity Small Cap Index	0.887%	-0.989%	367,484	-3,671	2024-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.883%	-0.951%	364,458	-3,500	2023-09-30
SPDR® S&P Regional Banking ETF	0.840%	0.000%	348,043	0	2024-11-30
iShares Russell 2000 Value ETF	0.839%	-2.728%	347,478	-9,744	2024-12-31
Avantis US Small Cap Value ETF	0.828%	0.240%	343,128	820	2024-12-31
DFA US Small Cap I	0.825%	0.000%	341,827	0	2024-12-31
Fidelity® Small Cap Index	0.824%	2.504%	339,961	8,303	2023-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.796%	0.000%	329,615	0	2024-12-31
Fidelity Small Cap Stock	0.791%	0.000%	327,391	0	2024-03-31
Fidelity Stock Selector Small Cap	0.717%	0.000%	296,900	0	2024-11-30
JHancock Small Cap Core NAV	0.669%	2.602%	277,026	7,025	2024-12-31
DFA US Targeted Value I	0.640%	0.000%	265,193	0	2024-12-31
Vanguard Tax-Managed Small Cap Adm	0.629%	0.000%	260,418	0	2024-12-31
The Merger Fund A	0.576%	18.152%	238,662	36,666	2024-09-30
DFA US Micro Cap I	0.561%	-8.090%	232,381	-20,454	2024-12-31