Goosehead Insurance, Inc.
GSHD- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001726978
In the last 90 days, Goosehead Insurance, Inc. insiders filed 4 open-market purchases and 7 sales; 230 institutions reported holding it in 13F filings for Q2 2026, worth $1.26B in total; Akre Capital Management is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 174
- −19 vs. Q1 2021
- Shares held
- 18.8M
- +1.34M (+7.7%) vs. Q1 2021
- Total value
- $2.39B
- +$522.1M (+27.9%) vs. Q1 2021
- New holders
- 25
- 94 more added
- Sold out
- 44
- 40 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GSHD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $1.26B |
| Q1 2026 | 218 | $1.15B |
| Q4 2025 | 265 | $2.01B |
| Q3 2025 | 262 | $2.01B |
| Q2 2025 | 276 | $2.89B |
| Q1 2025 | 286 | $3.09B |
| Q4 2024 | 267 | $2.82B |
| Q3 2024 | 231 | $2.36B |
| Q2 2024 | 212 | $1.55B |
| Q1 2024 | 233 | $1.74B |
| Q4 2023 | 251 | $1.90B |
| Q3 2023 | 234 | $1.94B |
| Q2 2023 | 183 | $1.50B |
| Q1 2023 | 176 | $1.25B |
| Q4 2022 | 169 | $791.2M |
| Q3 2022 | 162 | $798.2M |
| Q2 2022 | 169 | $1.01B |
| Q1 2022 | 180 | $1.58B |
| Q4 2021 | 189 | $2.66B |
| Q3 2021 | 183 | $3.06B |
| Q2 2021 | 174 | $2.39B |
| Q1 2021 | 193 | $1.87B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 3 | $0 | 0.00% | −153−98.1% | Reduced |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| Pflug Koory, LLC | 6 | $1.00K | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 27 | $3.00K | 0.00% | −2−6.9% | Reduced |
| Winch Advisory Services, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Rockefeller Capital Management L.P. | 40 | $5.00K | 0.00% | −8−16.7% | Reduced |
| FourThought Financial, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $6.00K | 0.00% | +19+79.2% | Added |
| Private Capital Group, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 240 | $30.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 290 | $37.0K | 0.00% | −802−73.4% | Reduced |
| CVA Family Office, LLC | 300 | $38.0K | 0.01% | +300 | New |
| Spire Wealth Management | 316 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 458 | $58.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 465 | $59.0K | 0.00% | +259+125.7% | Added |
| Steward Partners Investment Advisory, LLC | 734 | $93.0K | 0.00% | +259+54.5% | Added |
| SG Americas Securities, LLC | 857 | $109.0K | 0.00% | −1,488−63.5% | Reduced |
| Great West Life Assurance Co | 1,060 | $135.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,093 | $139.0K | 0.00% | +1,093 | New |
| WealthShield Partners, LLC | 1,100 | $140.0K | 0.02% | +1,100 | New |
| Ameritas Investment Partners, Inc. | 1,389 | $177.0K | 0.01% | +249+21.8% | Added |
| NEXT Financial Group, Inc | 1,398 | $178.0K | 0.01% | +1,375+5,978.3% | Added |
| The PNC Financial Services Group, Inc. | 1,538 | $195.0K | 0.00% | +537+53.6% | Added |
| HBK Sorce Advisory LLC | 1,665 | $212.0K | 0.01% | +1,665 | New |
| Precision Wealth Strategies, LLC | 1,754 | $223.0K | 0.19% | +1,754 | New |
| BNP Paribas Arbitrage, SA | 1,798 | $228.9K | 0.00% | −3,527−66.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,800 | $229.0K | 0.15% | +1,800 | New |
| Jane Street Group, LLC | 1,887 | $240.0K | 0.00% | −778−29.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,901 | $242.0K | 0.02% | +5+0.3% | Added |
| Teacher Retirement System of Texas | 1,917 | $244.0K | 0.00% | +1,917 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,937 | $247.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 1,943 | $247.0K | 0.02% | +1,943 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $255.0K | 0.05% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,051 | $261.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,059 | $262.0K | 0.00% | +2,059 | New |
| LPL Financial LLC | 2,108 | $268.0K | 0.00% | −459−17.9% | Reduced |
| Principal Financial Group Inc | 2,166 | $276.0K | 0.00% | +2,166 | New |
| Mark Stevens | 2,185 | $278.0K | 0.03% | −1,756−44.6% | Reduced |
| FDx Advisors, Inc. | 2,203 | $280.0K | 0.01% | +235+11.9% | Added |
| Barclays PLC | 2,242 | $285.0K | 0.00% | −10,220−82.0% | Reduced |
| MML Investors Services, LLC | 2,397 | $305.0K | 0.00% | +2,397 | New |
| Park Avenue Securities LLC | 2,458 | $313.0K | 0.01% | +479+24.2% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $322.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,628 | $335.0K | 0.00% | +2,628 | New |
| Eqis Capital Management, Inc. | 2,638 | $336.0K | 0.03% | +236+9.8% | Added |
| Legal & General Group Plc | 2,663 | $339.0K | 0.00% | +217+8.9% | Added |
| Prudential Financial Inc | 2,907 | $370.0K | 0.00% | +101+3.6% | Added |
| State of Wisconsin Investment Board | 3,000 | $382.0K | 0.00% | +100+3.4% | Added |
| UBS Group AG | 3,607 | $459.0K | 0.00% | −798−18.1% | Reduced |
| Dark Forest Capital Management LP | 3,636 | $463.0K | 0.20% | +3,636 | New |
| Wolverine Trading, LLC | 3,681 | $469.0K | 0.01% | +3,681 | New |
| Silvant Capital Management LLC | 3,777 | $481.0K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 3,923 | $499.0K | 0.00% | +2,883+277.2% | Added |
| Victory Capital Management Inc | 4,005 | $510.0K | 0.00% | −3,859−49.1% | Reduced |
| First Mercantile Trust Co | 4,200 | $535.0K | 0.06% | −100−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 4,225 | $538.0K | 0.00% | +215+5.4% | Added |
| Fifth Third Bancorp | 4,469 | $569.0K | 0.00% | +814+22.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,559 | $580.0K | 0.09% | +239+5.5% | Added |
| ProShare Advisors LLC | 4,595 | $585.0K | 0.00% | +1,069+30.3% | Added |
| Pier 88 Investment Partners LLC | 4,665 | $594.0K | 0.17% | −6,460−58.1% | Reduced |
| Arizona State Retirement System | 4,975 | $633.0K | 0.01% | +351+7.6% | Added |
| Advisor Group Holdings, Inc. | 4,996 | $635.0K | 0.00% | −830−14.2% | Reduced |
| State Board of Administration of Florida Retirement System | 5,033 | $641.0K | 0.00% | +1,152+29.7% | Added |
| First Trust Advisors LP | 5,340 | $680.0K | 0.00% | −32,442−85.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,354 | $682.0K | 0.02% | +3,722+228.1% | Added |
| Dimensional Fund Advisors LP | 5,827 | $742.0K | 0.00% | −26,073−81.7% | Reduced |
| Price T Rowe Associates Inc | 6,273 | $799.0K | 0.00% | +583+10.2% | Added |
| MetLife Investment Management | 6,359 | $809.5K | 0.01% | +1,225+23.9% | Added |
| Susquehanna International Group, LLP | 6,622 | $843.0K | 0.00% | −8,773−57.0% | Reduced |
| Neuberger Berman Group LLC | 6,862 | $874.0K | 0.00% | +79+1.2% | Added |
| Voya Investment Management LLC | 6,946 | $884.0K | 0.00% | +1,183+20.5% | Added |
| M&T Bank Corp | 7,630 | $972.0K | 0.00% | −1,164−13.2% | Reduced |
| HighTower Advisors, LLC | 7,808 | $996.0K | 0.00% | +144+1.9% | Added |
| Cubist Systematic Strategies, LLC | 7,834 | $997.0K | 0.01% | +7,834 | New |
| Mountain Capital Investment Advisors, Inc | 8,355 | $998.0K | 0.46% | −1,517−15.4% | Reduced |
| Vident Investment Advisory, LLC | 8,881 | $1.13M | 0.03% | +8,881 | New |
| Winton Group Ltd | 9,251 | $1.18M | 0.06% | −478−4.9% | Reduced |
| Summit Global Investments | 9,500 | $1.21M | 0.07% | +3,400+55.7% | Added |
| Wolff Wiese Magana LLC | 9,800 | $1.25M | 0.89% | +1,320+15.6% | Added |
| American International Group, Inc. | 9,924 | $1.26M | 0.01% | +2,236+29.1% | Added |
| AQR Capital Management LLC | 9,938 | $1.26M | 0.00% | −452−4.4% | Reduced |
| Logan Capital Management Inc | 10,454 | $1.33M | 0.06% | +151+1.5% | Added |
| Credit Suisse AG | 11,337 | $1.44M | 0.00% | +848+8.1% | Added |
| Royal Bank of Canada | 11,969 | $1.52M | 0.00% | +3,278+37.7% | Added |
| Select Equity Group, L.P. | 12,215 | $1.55M | 0.01% | +5,850+91.9% | Added |
| Glenmede Trust Co NA | 12,339 | $1.57M | 0.01% | +1,569+14.6% | Added |
| Bank of Montreal | 13,425 | $1.71M | 0.00% | +11,244+515.5% | Added |
| Schroder Investment Management Group | 13,681 | $1.74M | 0.00% | +6,924+102.5% | Added |
| Oppenheimer Asset Management Inc. | 14,598 | $1.86M | 0.03% | +66+0.5% | Added |
| Redmond Asset Management, LLC | 19,021 | $2.42M | 0.71% | 00.0% | Unchanged |
| Atria Investments LLC | 20,269 | $2.58M | 0.05% | +842+4.3% | Added |
| Stifel Financial Corp | 21,578 | $2.75M | 0.00% | −186−0.9% | Reduced |
| UBS Asset Management Americas Inc | 22,394 | $2.85M | 0.00% | +4,955+28.4% | Added |
| PDT Partners, LLC | 22,634 | $2.88M | 0.19% | +4,715+26.3% | Added |
| Rhumbline Advisers | 23,150 | $2.95M | 0.00% | +2,942+14.6% | Added |
| Daiwa Securities Group Inc. | 23,664 | $3.01M | 0.02% | +6,600+38.7% | Added |
| Truist Financial Corp | 23,912 | $3.04M | 0.00% | +3,198+15.4% | Added |