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, Q3 2021
Institutional positions in Goosehead Insurance, Inc. as of Sep 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
- 183
- +9 vs. Q2 2021
- Shares held
- 20.0M
- +1.23M (+6.5%) vs. Q2 2021
- Total value
- $3.06B
- +$661.1M (+27.6%) vs. Q2 2021
- New holders
- 30
- 58 more added
- Sold out
- 21
- 69 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $0 | 0.00% | +3 | New |
| Pflug Koory, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| Meridian Wealth Partners, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 20 | $3.00K | 0.00% | −23−53.5% | Reduced |
| Winch Advisory Services, LLC | 33 | $5.00K | 0.00% | +8+32.0% | Added |
| FourThought Financial, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $8.00K | 0.00% | +28+103.7% | Added |
| Private Capital Group, LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 68 | $10.0K | 0.00% | +68 | New |
| Guidance Point Advisors, LLC | 88 | $13.0K | 0.00% | +88 | New |
| Group One Trading, L.P. | 98 | $15.0K | 0.00% | +98 | New |
| Rockefeller Capital Management L.P. | 121 | $18.0K | 0.00% | +81+202.5% | Added |
| Leonteq Securities AG | 161 | $24.5K | 0.00% | +161 | New |
| Tower Research Capital LLC (TRC) | 161 | $25.0K | 0.00% | −5,193−97.0% | Reduced |
| Captrust Financial Advisors | 187 | $28.0K | 0.00% | +184+6,133.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 224 | $34.0K | 0.00% | −66−22.8% | Reduced |
| Carroll Financial Associates, Inc. | 240 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 316 | $48.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 329 | $50.0K | 0.00% | −136−29.2% | Reduced |
| Sageworth Trust Co | 458 | $70.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 560 | $85.0K | 0.00% | −174−23.7% | Reduced |
| FIL Ltd | 620 | $94.0K | 0.00% | −161,822−99.6% | Reduced |
| Allworth Financial LP | 625 | $95.0K | 0.00% | +625 | New |
| Cubist Systematic Strategies, LLC | 645 | $98.0K | 0.00% | −7,189−91.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $152.0K | 0.00% | +1,000 | New |
| Great West Life Assurance Co | 1,060 | $162.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,367 | $208.0K | 0.00% | +1,367 | New |
| Argent Trust Co | 1,375 | $209.0K | 0.01% | +1,375 | New |
| Ameritas Investment Partners, Inc. | 1,389 | $212.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,415 | $215.0K | 0.05% | +1,415 | New |
| Thrivent Financial for Lutherans | – | $217.0K | 0.00% | – | New |
| HBK Sorce Advisory LLC | 1,465 | $223.0K | 0.01% | −200−12.0% | Reduced |
| CIBC Asset Management Inc | 1,500 | $228.0K | 0.00% | +1,500 | New |
| Archford Capital Strategies, LLC | 1,500 | $228.0K | 0.05% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,538 | $235.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,595 | $236.0K | 0.00% | −1,312−45.1% | Reduced |
| We Are One Seven, LLC | 1,666 | $240.0K | 0.03% | +1,666 | New |
| Pier 88 Investment Partners LLC | 1,585 | $241.0K | 0.07% | −3,080−66.0% | Reduced |
| Cetera Investment Advisers | 1,642 | $250.0K | 0.00% | −417−20.3% | Reduced |
| Raymond James & Associates | 1,639 | $250.0K | 0.00% | +1,639 | New |
| Vestmark Advisory Solutions, Inc. | 1,735 | $264.0K | 0.02% | −166−8.7% | Reduced |
| NEXT Financial Group, Inc | 1,736 | $264.0K | 0.02% | +338+24.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,800 | $274.0K | 0.17% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,845 | $281.0K | 0.00% | +1,845 | New |
| Principal Financial Group Inc | 1,867 | $284.0K | 0.00% | −299−13.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,937 | $295.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 1,943 | $296.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $305.0K | 0.05% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,075 | $316.0K | 0.04% | +24+1.2% | Added |
| YorkBridge Wealth Partners, LLC | 2,080 | $317.0K | 0.08% | +2,080 | New |
| Precision Wealth Strategies, LLC | 2,173 | $331.0K | 0.26% | +419+23.9% | Added |
| ProShare Advisors LLC | 2,271 | $346.0K | 0.00% | −2,324−50.6% | Reduced |
| State of Wisconsin Investment Board | 2,300 | $350.0K | 0.00% | −700−23.3% | Reduced |
| Point72 Hong Kong Ltd | 2,322 | $354.0K | 0.03% | +2,322 | New |
| Amalgamated Bank | 2,458 | $374.0K | 0.00% | −170−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,526 | $385.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,649 | $403.0K | 0.01% | +446+20.2% | Added |
| Teacher Retirement System of Texas | 2,937 | $447.0K | 0.00% | +1,020+53.2% | Added |
| HighTower Advisors, LLC | 2,974 | $453.0K | 0.00% | −4,834−61.9% | Reduced |
| Silvant Capital Management LLC | 3,041 | $463.0K | 0.08% | −736−19.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,454 | $527.0K | 0.00% | −1,542−30.9% | Reduced |
| LPL Financial LLC | 3,518 | $536.0K | 0.00% | +1,410+66.9% | Added |
| UBS Group AG | 3,909 | $595.0K | 0.00% | +302+8.4% | Added |
| Citigroup Inc | 3,996 | $609.0K | 0.00% | +73+1.9% | Added |
| CIBC Private Wealth Group, LLC | 4,175 | $636.0K | 0.00% | −50−1.2% | Reduced |
| Metropolitan Life Insurance Co | 4,553 | $693.4K | 0.01% | +4,553 | New |
| Fifth Third Bancorp | 4,566 | $695.0K | 0.00% | +97+2.2% | Added |
| BNP Paribas Arbitrage, SA | 4,719 | $718.7K | 0.00% | +2,921+162.5% | Added |
| Arizona State Retirement System | 5,025 | $765.0K | 0.01% | +50+1.0% | Added |
| Baker Tilly Wealth Management, LLC | 5,041 | $768.0K | 0.10% | +482+10.6% | Added |
| Liontrust Investment Partners LLP | 5,500 | $837.6K | 0.01% | +5,500 | New |
| State Board of Administration of Florida Retirement System | 5,573 | $849.0K | 0.00% | +540+10.7% | Added |
| Price T Rowe Associates Inc | 6,282 | $957.0K | 0.00% | +9+0.1% | Added |
| MetLife Investment Management | 6,359 | $968.4K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,780 | $1.03M | 0.00% | +4,117+154.6% | Added |
| Voya Investment Management LLC | 6,946 | $1.06M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,138 | $1.09M | 0.00% | −2,800−28.2% | Reduced |
| Barclays PLC | 7,239 | $1.10M | 0.00% | +4,997+222.9% | Added |
| STRS Ohio | 7,300 | $1.11M | 0.00% | +7,300 | New |
| Invesco Ltd. | 7,307 | $1.11M | 0.00% | −179,473−96.1% | Reduced |
| M&T Bank Corp | 7,630 | $1.16M | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 8,017 | $1.22M | 0.07% | −1,234−13.3% | Reduced |
| Neuberger Berman Group LLC | 8,319 | $1.27M | 0.00% | +1,457+21.2% | Added |
| Mountain Capital Investment Advisors, Inc | 7,767 | $1.36M | 0.72% | −588−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,478 | $1.44M | 0.00% | −118,354−92.6% | Reduced |
| American International Group, Inc. | 9,694 | $1.48M | 0.01% | −230−2.3% | Reduced |
| Wolff Wiese Magana LLC | 9,969 | $1.52M | 1.07% | +169+1.7% | Added |
| Logan Capital Management Inc | 10,454 | $1.59M | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,523 | $1.60M | 0.01% | +9,666+1,127.9% | Added |
| Jupiter Asset Management Ltd | 10,600 | $1.61M | 0.02% | +10,600 | New |
| Bank of Montreal | 11,344 | $1.72M | 0.00% | −2,081−15.5% | Reduced |
| Royal Bank of Canada | 12,109 | $1.84M | 0.00% | +140+1.2% | Added |
| Mosaic Advisors LLC | 13,000 | $1.98M | 1.32% | +13,000 | New |
| Select Equity Group, L.P. | 13,109 | $2.00M | 0.01% | +894+7.3% | Added |
| Glenmede Trust Co NA | 13,244 | $2.02M | 0.01% | +905+7.3% | Added |