Independent Bank Group Inc (IBTX) Ownership

40.12 ↑0.57 (1.44%)
As of April 18, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Independent Bank Group Inc (IBTX), owning a total of 6 million shares. Combined, the top 32 institutional holders of IBTX own 79.63% of the company with a total of 32.9 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of IBTX by 2.2 million shares. 16 institutions bought 2,208,597 total additional shares and increased their ownership by an average of 53.51%. However 3 institutions sold 10,380 total shares and decreased their ownership by an average of 0.51%.

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 2,198,217 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.490%4.183%5,980,631240,1372023-12-31
Vanguard Group Inc10.128%0.535%4,180,30122,2452023-12-31
FMR Inc8.992%-0.005%3,711,357-1862023-12-31
Dimensional Fund Advisors, Inc.5.123%1.934%2,114,47040,1122023-12-31
State Street Corporation4.695%7.723%1,937,701138,9242023-12-31
Millennium Management LLC2.508%81.554%1,035,273465,0452023-12-31
Geode Capital Management, LLC1.971%4.764%813,58436,9932023-12-31
Manufacturers Life Insurance Co1.867%4.873%770,66535,8062023-12-31
Macquarie Group Ltd1.806%-0.563%745,247-4,2172023-12-31
Morgan Stanley - Brokerage Accounts1.525%27.525%629,353135,8402023-12-31
Royce & Associates, LP1.500%-0.956%619,281-5,9772023-12-31
Amvescap Plc.1.184%338.338%488,769377,2642023-12-31
Goldman Sachs Group Inc1.183%101.571%488,350246,0782023-12-31
Bank of New York Mellon Corp1.087%16.093%448,62062,1892023-12-31
Charles Schwab Investment Management Inc1.039%7.092%428,79328,3952023-12-31
Northern Trust Corp1.007%0.370%415,6641,5342023-12-31
Hodges Capital Management Inc0.929%176.234%383,476244,6532023-12-31
HighTower Advisors, LLC0.729%0.007%301,025202023-12-31
Adage Capital Partners Gp LLC0.711%83.380%293,306133,3622023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.490%4.183%5,980,631240,1372023-12-31
Vanguard Group Inc10.128%0.535%4,180,30122,2452023-12-31
FMR Inc8.992%-0.005%3,711,357-1862023-12-31
Dimensional Fund Advisors, Inc.5.123%1.934%2,114,47040,1122023-12-31
State Street Corporation4.695%7.723%1,937,701138,9242023-12-31
T. Rowe Price Associates, Inc.3.331%-1.373%1,372,352-19,0982022-06-30
Capital Research Global Investors3.257%-45.042%1,344,599-1,102,0032023-03-31
T. Rowe Price Investment Management,Inc.2.829%-4.163%1,167,929-50,7342023-09-30
Millennium Management LLC2.508%81.554%1,035,273465,0452023-12-31
Geode Capital Management, LLC1.971%4.764%813,58436,9932023-12-31
Manufacturers Life Insurance Co1.867%4.873%770,66535,8062023-12-31
Macquarie Group Ltd1.806%-0.563%745,247-4,2172023-12-31
Morgan Stanley - Brokerage Accounts1.525%27.525%629,353135,8402023-12-31
Holocene Advisors, LP1.507%280.608%622,104458,6542023-09-30
Royce & Associates, LP1.500%-0.956%619,281-5,9772023-12-31
Amvescap Plc.1.184%338.338%488,769377,2642023-12-31
Goldman Sachs Group Inc1.183%101.571%488,350246,0782023-12-31
Bank of New York Mellon Corp1.087%16.093%448,62062,1892023-12-31
Charles Schwab Investment Management Inc1.039%7.092%428,79328,3952023-12-31
FJ Capital Management LLC1.008%0.000%416,085416,0852023-09-30
Northern Trust Corp1.007%0.370%415,6641,5342023-12-31
Ameriprise Financial Inc0.943%-9.181%389,137-39,3362023-03-31
Hodges Capital Management Inc0.929%176.234%383,476244,6532023-12-31
NORGES BANK0.875%2.138%361,3737,5632022-12-31
American Century Companies Inc0.826%-64.541%340,899-620,4792023-09-30
HighTower Advisors, LLC0.729%0.007%301,025202023-12-31
Adage Capital Partners Gp LLC0.711%83.380%293,306133,3622023-12-31
AllianceBernstein L.P.0.567%-55.343%234,109-290,1242023-09-30
Principal Financial Group Inc0.530%-2.771%218,388-6,2232022-09-30
Peregrine Capital Management,LLC0.527%0.000%217,399217,3992023-06-30
Bank of America Corp0.511%2.711%211,0495,5702023-06-30
Chartwell Investment Partners, LLC0.450%-2.962%185,406-5,6602022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Independent Bank Group Inc (IBTX), owning a total of 2.4 million shares. Combined, the top 35 mutual fund holders of IBTX own 58.25% of the company with a total of 24 million shares.

In the latest ownership report on March 28th 2024, the top 35 fund holders increased their combined ownership of IBTX by 11 thousand shares. 1 funds bought 429 total additional shares and increased their ownership by an average of 0.05%. However 3 funds sold 11,918 total shares and decreased their ownership by an average of 0.35%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Independent Bank Group decreased by a net total of -11,489 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.877%-0.365%2,425,863-8,8932024-03-28
iShares Russell 2000 ETF2.150%0.048%887,2304292024-03-28
iShares S&P Small-Cap 600 Value ETF1.072%-0.631%442,453-2,8082024-03-28
iShares Russell 2000 Value ETF0.831%-0.063%342,850-2172024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.877%-0.365%2,425,863-8,8932024-03-28
Fidelity® Small Cap Value3.896%0.000%1,608,46902023-10-31
Fidelity Small Cap Value Fund3.897%0.000%1,608,46902024-01-31
American Funds SMALLCAP World A2.872%-45.265%1,185,650-980,5032023-03-31
Vanguard Total Stock Mkt Idx Inv2.665%-1.268%1,099,828-14,1232024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.605%0.561%1,075,2195,9962023-03-31
Vanguard Small Cap Index2.190%0.936%904,0738,3872024-02-29
iShares Russell 2000 ETF2.150%0.048%887,2304292024-03-28
T. Rowe Price Small-Cap Value1.884%-6.006%777,812-49,7002023-09-30
American Century Small Cap Value Inv1.877%1.653%775,00012,6002023-06-30
American Century U.S. Small Cap Value1.877%1.653%775,00012,6002023-06-30
Delaware Small Cap Core I1.650%12.694%680,97776,7052024-02-29
JHancock Small Cap Core NAV1.596%-4.781%658,931-33,0862024-01-31
Vanguard Small Cap Value Index Inv1.499%0.987%618,5116,0422024-02-29
Macquarie US Small Cap Core Equity1.482%0.000%611,51602023-12-31
Invesco Small Cap Value A1.360%2.091%561,40011,5002024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.276%0.073%526,6803822024-02-29
Fidelity Series Small Cap Opps1.222%0.000%504,40002024-01-31
Fidelity® Series Small Cap Opps1.222%0.000%504,40002023-10-31
Vanguard Extended Market Index Investor1.188%-0.030%490,451-1472023-08-31
DFA US Small Cap Value I1.168%-1.827%482,117-8,9722023-08-31
Fidelity Advisor Small Cap I1.098%0.000%453,00002024-01-31
Fidelity Advisor® Small Cap I1.097%0.000%453,00002023-10-31
iShares S&P Small-Cap 600 Value ETF1.072%-0.631%442,453-2,8082024-03-28
DFA US Small Cap I0.922%0.000%380,61302024-02-29
DFA US Micro Cap I0.895%0.000%369,37502023-11-30
Royce Small-Cap Quality Value Composite0.893%-0.029%368,394-1082023-12-31
Royce Small-Cap Total Return Invmt0.893%-0.029%368,394-1082023-12-31
Fidelity Small Cap Index0.887%1.575%366,0605,6772024-01-31
SPDR® S&P Regional Banking ETF0.885%0.000%365,15002023-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.883%-0.951%364,458-3,5002023-09-30
iShares Russell 2000 Value ETF0.831%-0.063%342,850-2172024-03-28
DFA US Targeted Value I0.825%-14.887%340,765-59,6012023-08-31
Fidelity® Small Cap Index0.824%2.504%339,9618,3032023-09-30
Fidelity Small Cap Stock0.793%0.000%327,39102024-01-31

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