Independent Bank Corp.
US ˙ NasdaqGS ˙ US4538361084

SecurityINDB / Independent Bank Corp.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,282,315 shares
Ownership 5.40%
Dimensional Fund Advisors Lp ownership in INDB / Independent Bank Corp.

2024-10-31 - Dimensional Fund Advisors Lp has filed an SC 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,282,315 shares of Independent Bank Corp. (US:INDB). This represents 5.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-10-31 2024-10-31 13G 2,282,315 5.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 2,569,926 1,884 0.07 193,280 2.99 0.0087
2026-02-12 2025-12-31 13F INDEPENDENT BK CORP MASS COM 453836108 2,568,042 -38,373 -1.47 187,675 4.10 0.0394
2025-11-12 2025-09-30 13F INDEPENDENT BK CORP MASS COM 453836108 2,606,415 250,651 10.64 180,286 21.70 0.0387
2025-08-12 2025-06-30 13F INDEPENDENT BK CORP MASS COM 453836108 2,355,764 16,511 0.71 148,146 1.09 0.0343
2025-05-13 2025-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 2,339,253 20,603 0.89 146,554 -1.53 0.0364
2025-02-13 2024-12-31 13F INDEPENDENT BK CORP MASS COM 453836108 2,318,650 36,335 1.59 148,835 10.29 0.0357
2024-11-07 2024-09-30 13F INDEPENDENT BK CORP MASS COM 453836108 2,282,315 124,398 5.76 134,951 23.31 0.0327
2024-08-09 2024-06-30 13F INDEPENDENT BK CORP MASS COM 453836108 2,157,917 186,680 9.47 109,443 6.73 0.0286
2024-05-10 2024-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,971,237 217,540 12.40 102,544 -11.15 0.0278
2024-02-07 2023-12-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,753,697 164,254 10.33 115,415 47.92 0.0337
2023-11-09 2023-09-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,589,443 -842 -0.05 78,026 10.23 0.0256
2023-08-09 2023-06-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,590,285 -25,570 -1.58 70,786 -33.24 0.0226
2023-05-12 2023-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,615,855 41,852 2.66 106,032 80,227.27 0.0357
2023-02-09 2022-12-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,574,003 -29,863 -1.86 133 -99.89 0.0393
2022-11-10 2022-09-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,603,866 -45,119 -2.74 119,540 -8.73 0.0459
2022-08-12 2022-06-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,648,985 -60,853 -3.56 130,977 -6.23 0.0470
2022-05-13 2022-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,709,838 -15,247 -0.88 139,681 -0.69 0.0430
2022-02-09 2021-12-31 13F INDEPENDENT BK CORP MASS COM 453836108 1,725,085 709,679 69.89 140,646 81.89 0.0425
2021-11-12 2021-09-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,015,406 44 0.00 77,325 0.87 0.0249
2021-08-12 2021-06-30 13F INDEPENDENT BK CORP MASS COM 453836108 1,015,362 -27,906 -2.67 76,659 -12.72 0.0243
2021-05-14 2021-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,043,268 -24,489 -2.29 87,834 12.62 0.0291
2021-03-08 2020-12-31 13F/A-2 INDEPENDENT BANK CORP MASS COM 453836108 1,067,757 -14,181 -1.31 77,989 37.62 0.0282
2021-02-11 2020-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,067,757 -14,181 77,989 28,165.4815
2020-11-12 2020-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,081,938 4,334 0.40 56,668 -21.61 0.0240
2020-08-13 2020-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,077,604 -60,857 -5.35 72,292 -1.35 0.0318
2020-05-14 2020-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,138,461 -43,497 -3.68 73,283 -25.52 0.0382
2020-02-14 2019-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,181,958 -71,549 -5.71 98,399 5.16 0.0359
2019-11-12 2019-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,253,507 -74,041 -5.58 93,575 -7.43 0.0364
2019-08-13 2019-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,327,548 112,824 9.29 101,091 2.73 0.0393
2019-08-12 2019-03-31 13F/A-2 INDEPENDENT BANK CORP MASS COM 453836108 1,214,724 -17,891 -1.45 98,405 13.55 0.0392
2019-05-10 2019-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,214,724 -17,891 98,405
2019-02-26 2018-12-31 13F/A-1 INDEPENDENT BANK CORP MASS COM 453836108 1,232,615 -5,669 -0.46 86,665 -15.27 0.0393
2019-02-13 2018-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,232,615 -5,669 86,665
2018-11-13 2018-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,238,284 -49,201 -3.82 102,282 1.33 0.0389
2018-08-10 2018-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,287,485 4,591 0.36 100,940 9.97 0.0402
2018-05-11 2018-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,282,894 76 0.01 91,791 2.44 0.0383
2018-02-12 2017-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,282,818 -5,690 -0.44 89,607 -6.84 0.0371
2017-11-13 2017-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,288,508 -11,498 -0.88 96,187 11.01 0.0420
2017-08-11 2017-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,300,006 24,072 1.89 86,646 4.47 0.0400
2017-05-12 2017-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,275,934 27,904 2.24 82,937 -5.67 0.0396
2017-02-09 2016-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,248,030 12,011 0.97 87,924 31.51 0.0439
2016-11-10 2016-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,236,019 22,056 1.82 66,856 20.51 0.0361
2016-08-09 2016-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,213,963 63,977 5.56 55,477 4.96 0.0319
2016-05-13 2016-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,149,986 55,388 5.06 52,854 3.80 0.0316
2016-02-10 2015-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 1,094,598 53,037 5.09 50,921 6.05 0.0317
2015-11-13 2015-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 1,041,561 71,986 7.42 48,016 5.61 0.0315
2015-08-14 2015-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 969,575 29,844 3.18 45,464 10.28 0.0278
2015-05-14 2015-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 939,731 48,636 5.46 41,226 8.07 0.0260
2015-02-06 2014-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 891,095 28,962 3.36 38,148 23.87 0.0251
2014-11-13 2014-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 862,133 32,903 3.97 30,796 -3.24 0.0218
2014-08-08 2014-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 829,230 43,385 5.52 31,826 2.87 0.0221
2014-05-14 2014-03-31 13F INDEPENDENT BANK CORP MASS COM 453836108 785,845 15,994 2.08 30,938 2.55 0.0231
2014-02-12 2013-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 769,851 23,239 3.11 30,170 13.19 0.0235
2013-11-13 2013-09-30 13F INDEPENDENT BANK CORP MASS COM 453836108 746,612 12,190 1.66 26,654 5.20 0.0231
2013-08-15 2013-06-30 13F INDEPENDENT BANK CORP MASS COM 453836108 734,422 734,422 25,337 0.0239
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.