Vault-13

INDEPENDENT BANK GROUP INC IBTX

COM · Common Stock · CUSIP 45384B106

1 institutional holders -187 vs Q4 2024
$425reported value*
0 new 0 added 1 reduced 183 sold out net sold ≈ $2.0bn (-32.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 199Q4 22: 181Q1 23: 189Q2 23: 179Q3 23: 185Q4 23: 196Q1 24: 213Q2 24: 195Q3 24: 209Q4 24: 188Q1 25: 11Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022199
Q4 2022181
Q1 2023189
Q2 2023179
Q3 2023185
Q4 2023196
Q1 2024213
Q2 2024195
Q3 2024209
Q4 2024188
Q1 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 99 bought or addedQ2 23: 91 cut or sold outQ3 23: 86 bought or addedQ3 23: 84 cut or sold outQ3 23Q4 23: 85 bought or addedQ4 23: 85 cut or sold outQ1 24: 95 bought or addedQ1 24: 79 cut or sold outQ1 24Q2 24: 86 bought or addedQ2 24: 113 cut or sold outQ3 24: 90 bought or addedQ3 24: 91 cut or sold outQ3 24Q4 24: 76 bought or addedQ4 24: 107 cut or sold outQ1 25: 0 bought or addedQ1 25: 184 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239991
Q3 20238684
Q4 20238585
Q1 20249579
Q2 202486113
Q3 20249091
Q4 202476107
Q1 20250184

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 24 calls: $860.3kQ2 24 puts: $359.4kQ2 24P/C 0.42Q3 24 calls: $374.8kQ3 24 puts: $466.1kQ3 24P/C 1.24Q4 24 calls: $12.1kQ4 24 puts: $12.1kQ4 24P/C 1.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$860.3k$359.4k0.42
Q3 2024$374.8k$466.1k1.24
Q4 2024$12.1k$12.1k1.00
Q1 2025$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -5,754,197-5.8m
VANGUARD GROUP INC Sold out -4,130,224-4.1m
FMR LLC Sold out -3,725,102-3.7m
DIMENSIONAL FUND ADVISORS LP Sold out -2,457,003-2.5m
STATE STREET CORP Sold out -1,950,679-2.0m
Capital Research Global Investors Sold out -1,779,039-1.8m
Capital International Investors Sold out -1,707,436-1.7m
MACQUARIE GROUP LTD Sold out -1,095,284-1.1m
GEODE CAPITAL MANAGEMENT, LLC Sold out -872,194-872.2k
Invesco Ltd. Sold out -552,276-552.3k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 00 $425 $425 0.00% Reduced -193 -193