Independent Bank Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.69 M | $327.88 M | 100.00% | 13.81% |
| VANGUARD GROUP INC | 11/13/2024 | 4.13 M | $238.06 M | 0.31% | 10.03% |
| FMR LLC | 11/13/2024 | 3.73 M | $214.82 M | 8.10% | 9.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.42 M | $139.78 M | 4.64% | 5.89% |
| STATE STREET CORP | 11/14/2024 | 1.92 M | $110.80 M | -4.72% | 4.67% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.10 M | $63.35 M | -2.24% | 2.67% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 986,846 | $56.90 M | -8.58% | 2.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 964,936 | $55.64 M | 80.39% | 2.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 879,076 | $50.70 M | 1.79% | 2.14% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 802,859 | $46.29 M | 100.00% | 1.95% |
| INVESCO LTD. | 11/12/2024 | 696,047 | $40.13 M | 0.19% | 1.69% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 540,797 | $31.18 M | -10.96% | 1.31% |
| MORGAN STANLEY | 11/14/2024 | 524,575 | $30.25 M | -4.35% | 1.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 485,269 | $27.98 M | 1.52% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 398,054 | $22.95 M | -7.54% | 0.97% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 334,229 | $19.27 M | -9.73% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 324,607 | $18.72 M | -5.83% | 0.79% |
| MAGNETAR FINANCIAL LLC | 11/13/2024 | 321,761 | $18.55 M | 3.54% | 0.78% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 11/14/2024 | 304,444 | $17.55 M | 15.54% | 0.74% |
| BESSEMER GROUP INC | 11/12/2024 | 301,402 | $17.38 M | 12.29% | 0.73% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 256,557 | $14.79 M | 34.03% | 0.62% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 246,756 | $14.23 M | -18.14% | 0.60% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 217,214 | $12.52 M | -33.21% | 0.53% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 208,064 | $12.00 M | 220.90% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 169,983 | $9.80 M | -4.29% | 0.41% |
| AQR ARBITRAGE LLC | 11/14/2024 | 166,465 | $9.60 M | 88.80% | 0.40% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 145,622 | $8.40 M | 3.82% | 0.35% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 137,869 | $7.95 M | 0.00% | 0.33% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 123,972 | $7.15 M | -0.54% | 0.30% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 117,681 | $6.79 M | -6.93% | 0.29% |
| PRIVATE CAPITAL MANAGEMENT LLC | 11/14/2024 | 114,737 | $6.62 M | -4.89% | 0.28% |
| RHUMBLINE ADVISERS | 11/12/2024 | 110,121 | $6.35 M | -3.70% | 0.27% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 107,275 | $6.19 M | 6.31% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 102,385 | $5.90 M | 0.98% | 0.25% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 100,209 | $5.78 M | 0.00% | 0.24% |
| CHARTWELL INVESTMENT PARTNERS, LLC | 11/04/2024 | 99,075 | $5.71 M | -10.06% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2024 | 94,089 | $5.43 M | 34.44% | 0.23% |
| OMERS ADMINISTRATION CORP | 11/13/2024 | 90,000 | $5.19 M | 900.00% | 0.22% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 11/07/2024 | 84,196 | $4.85 M | 0.44% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 79,414 | $4.58 M | 71.89% | 0.19% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 76,545 | $4.41 M | -3.41% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 72,722 | $4.19 M | -0.68% | 0.18% |
| JPMORGAN CHASE & CO | 11/08/2024 | 66,746 | $3.85 M | 18.26% | 0.16% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 63,353 | $3.65 M | -57.95% | 0.15% |
| EDGESTREAM PARTNERS, L.P. | 11/14/2024 | 61,064 | $3.52 M | 100.00% | 0.15% |
| JANE STREET GROUP, LLC | 11/15/2024 | 61,046 | $3.52 M | 76.27% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 59,503 | $3.43 M | 199.88% | 0.14% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 58,790 | $3.39 M | -12.24% | 0.14% |
| HENNESSY ADVISORS INC | 10/16/2024 | 54,000 | $3.11 M | 980.00% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 47,598 | $2.74 M | -5.37% | 0.12% |
Independent Bank Group, Inc.institutional Ownership - FAQ's
During the previous two years, 275 institutional investors and hedge funds held shares of Independent Bank Group, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.69 M
VANGUARD GROUP INC: 4.13 M
FMR LLC: 3.73 M
DIMENSIONAL FUND ADVISORS LP: 2.42 M
STATE STREET CORP: 1.92 M
MACQUARIE GROUP LTD: 1.1 M
78.37% of Independent Bank Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 41.10 M shares in the last 24 months. This purchase volume represents approximately $2.51 B in transactions.