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 |
|---|---|---|---|---|---|
| Barclays PLC | 7,239 | $1.10M | 0.00% | +4,997+222.9% | Added |
| AQR Capital Management LLC | 7,138 | $1.09M | 0.00% | −2,800−28.2% | Reduced |
| Voya Investment Management LLC | 6,946 | $1.06M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,780 | $1.03M | 0.00% | +4,117+154.6% | Added |
| MetLife Investment Management | 6,359 | $968.4K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,282 | $957.0K | 0.00% | +9+0.1% | Added |
| State Board of Administration of Florida Retirement System | 5,573 | $849.0K | 0.00% | +540+10.7% | Added |
| Liontrust Investment Partners LLP | 5,500 | $837.6K | 0.01% | +5,500 | New |
| Baker Tilly Wealth Management, LLC | 5,041 | $768.0K | 0.10% | +482+10.6% | Added |
| Arizona State Retirement System | 5,025 | $765.0K | 0.01% | +50+1.0% | Added |
| BNP Paribas Arbitrage, SA | 4,719 | $718.7K | 0.00% | +2,921+162.5% | Added |
| Fifth Third Bancorp | 4,566 | $695.0K | 0.00% | +97+2.2% | Added |
| Metropolitan Life Insurance Co | 4,553 | $693.4K | 0.01% | +4,553 | New |
| CIBC Private Wealth Group, LLC | 4,175 | $636.0K | 0.00% | −50−1.2% | Reduced |
| Citigroup Inc | 3,996 | $609.0K | 0.00% | +73+1.9% | Added |
| UBS Group AG | 3,909 | $595.0K | 0.00% | +302+8.4% | Added |
| LPL Financial LLC | 3,518 | $536.0K | 0.00% | +1,410+66.9% | Added |
| Advisor Group Holdings, Inc. | 3,454 | $527.0K | 0.00% | −1,542−30.9% | Reduced |
| Silvant Capital Management LLC | 3,041 | $463.0K | 0.08% | −736−19.5% | Reduced |
| HighTower Advisors, LLC | 2,974 | $453.0K | 0.00% | −4,834−61.9% | Reduced |
| Teacher Retirement System of Texas | 2,937 | $447.0K | 0.00% | +1,020+53.2% | Added |
| FDx Advisors, Inc. | 2,649 | $403.0K | 0.01% | +446+20.2% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $385.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,458 | $374.0K | 0.00% | −170−6.5% | Reduced |
| Point72 Hong Kong Ltd | 2,322 | $354.0K | 0.03% | +2,322 | New |
| State of Wisconsin Investment Board | 2,300 | $350.0K | 0.00% | −700−23.3% | Reduced |
| ProShare Advisors LLC | 2,271 | $346.0K | 0.00% | −2,324−50.6% | Reduced |
| Precision Wealth Strategies, LLC | 2,173 | $331.0K | 0.26% | +419+23.9% | Added |
| YorkBridge Wealth Partners, LLC | 2,080 | $317.0K | 0.08% | +2,080 | New |
| Insight Wealth Strategies, LLC | 2,075 | $316.0K | 0.04% | +24+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $305.0K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 1,943 | $296.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,937 | $295.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,867 | $284.0K | 0.00% | −299−13.8% | Reduced |
| Janus Henderson Group PLC | 1,845 | $281.0K | 0.00% | +1,845 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,800 | $274.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Pier 88 Investment Partners LLC | 1,585 | $241.0K | 0.07% | −3,080−66.0% | Reduced |
| We Are One Seven, LLC | 1,666 | $240.0K | 0.03% | +1,666 | New |
| Prudential Financial Inc | 1,595 | $236.0K | 0.00% | −1,312−45.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,538 | $235.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| HBK Sorce Advisory LLC | 1,465 | $223.0K | 0.01% | −200−12.0% | Reduced |
| Thrivent Financial for Lutherans | – | $217.0K | 0.00% | – | New |
| Chicago Trust Co NA | 1,415 | $215.0K | 0.05% | +1,415 | New |
| Ameritas Investment Partners, Inc. | 1,389 | $212.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 1,375 | $209.0K | 0.01% | +1,375 | New |
| Mercer Global Advisors Inc | 1,367 | $208.0K | 0.00% | +1,367 | New |
| Great West Life Assurance Co | 1,060 | $162.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $152.0K | 0.00% | +1,000 | New |
| Cubist Systematic Strategies, LLC | 645 | $98.0K | 0.00% | −7,189−91.8% | Reduced |
| Allworth Financial LP | 625 | $95.0K | 0.00% | +625 | New |
| FIL Ltd | 620 | $94.0K | 0.00% | −161,822−99.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 560 | $85.0K | 0.00% | −174−23.7% | Reduced |
| Sageworth Trust Co | 458 | $70.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 329 | $50.0K | 0.00% | −136−29.2% | Reduced |
| Spire Wealth Management | 316 | $48.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 240 | $36.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 224 | $34.0K | 0.00% | −66−22.8% | Reduced |
| Captrust Financial Advisors | 187 | $28.0K | 0.00% | +184+6,133.3% | Added |
| Tower Research Capital LLC (TRC) | 161 | $25.0K | 0.00% | −5,193−97.0% | Reduced |
| Leonteq Securities AG | 161 | $24.5K | 0.00% | +161 | New |
| Rockefeller Capital Management L.P. | 121 | $18.0K | 0.00% | +81+202.5% | Added |
| Group One Trading, L.P. | 98 | $15.0K | 0.00% | +98 | New |
| Guidance Point Advisors, LLC | 88 | $13.0K | 0.00% | +88 | New |
| Private Capital Group, LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 68 | $10.0K | 0.00% | +68 | New |
| TCI Wealth Advisors, Inc. | 55 | $8.00K | 0.00% | +28+103.7% | Added |
| FourThought Financial, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 33 | $5.00K | 0.00% | +8+32.0% | Added |
| Harbour Investments, Inc. | 20 | $3.00K | 0.00% | −23−53.5% | Reduced |
| 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 |
| 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 |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $0 | 0.00% | +3 | New |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −336,390−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −60,507−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −25,597−100.0% | Sold out |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −19,021−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,681−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,881−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |
| First Mercantile Trust Co | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |