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, Q4 2021
Institutional positions in Goosehead Insurance, Inc. as of Dec 31, 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
- 189
- +7 vs. Q3 2021
- Shares held
- 20.4M
- +382.5K (+1.9%) vs. Q3 2021
- Total value
- $2.66B
- −$398.5M (−13.0%) vs. Q3 2021
- New holders
- 30
- 64 more added
- Sold out
- 23
- 67 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $1.00K | 0.00% | +5 | New |
| CWM, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 12 | $2.00K | 0.00% | +12 | New |
| FourThought Financial, LLC | 35 | $5.00K | 0.00% | −9−20.5% | Reduced |
| Dark Forest Capital Management LP | 35 | $5.00K | 0.00% | +35 | New |
| Reilly Financial Advisors, LLC | 48 | $6.00K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 50 | $7.00K | 0.00% | +50 | New |
| Huntington National Bank | 60 | $8.00K | 0.00% | +60 | New |
| Private Capital Group, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 69 | $9.00K | 0.00% | +14+25.5% | Added |
| Quantbot Technologies LP | 72 | $9.00K | 0.00% | +72 | New |
| Sageworth Trust Co | 105 | $14.0K | 0.00% | −353−77.1% | Reduced |
| Rockefeller Capital Management L.P. | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 161 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 163 | $21.0K | 0.00% | +95+139.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 224 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 226 | $29.0K | 0.00% | +65+40.4% | Added |
| NEXT Financial Group, Inc | 253 | $33.0K | 0.00% | −1,483−85.4% | Reduced |
| Carroll Financial Associates, Inc. | 240 | $33.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 270 | $35.0K | 0.00% | −46−14.6% | Reduced |
| CVA Family Office, LLC | 300 | $39.0K | 0.01% | +300 | New |
| First Horizon Advisors, Inc. | 329 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 348 | $45.0K | 0.07% | +348 | New |
| Captrust Financial Advisors | 617 | $80.0K | 0.00% | +430+229.9% | Added |
| Allworth Financial LP | 625 | $81.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 653 | $85.0K | 0.00% | +33+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 798 | $104.0K | 0.00% | +238+42.5% | Added |
| Nisa Investment Advisors, LLC | 1,260 | $124.0K | 0.00% | +260+26.0% | Added |
| Great West Life Assurance Co | 1,060 | $137.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,180 | $154.0K | 0.00% | −358−23.3% | Reduced |
| Simplex Trading, LLC | 1,204 | $156.0K | 0.01% | +1,204 | New |
| Ameritas Investment Partners, Inc. | 1,389 | $181.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,593 | $207.0K | 0.00% | +93+6.2% | Added |
| HSBC Holdings PLC | 1,605 | $208.0K | 0.00% | +1,605 | New |
| Equitable Trust Co | 1,688 | $220.0K | 0.01% | −255−13.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,728 | $225.0K | 0.01% | −7−0.4% | Reduced |
| We Are One Seven, LLC | 1,768 | $230.0K | 0.02% | +102+6.1% | Added |
| Principal Financial Group Inc | 1,798 | $234.0K | 0.00% | −69−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,800 | $234.0K | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $260.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,070 | $269.0K | 0.00% | +2,070 | New |
| Pier 88 Investment Partners LLC | 2,245 | $292.0K | 0.06% | +660+41.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $304.0K | 0.00% | +398+20.5% | Added |
| Amalgamated Bank | 2,455 | $319.0K | 0.00% | −3−0.1% | Reduced |
| Jane Street Group, LLC | 2,475 | $322.0K | 0.00% | +2,475 | New |
| Crossmark Global Holdings, Inc. | 2,482 | $323.0K | 0.01% | +2,482 | New |
| Precision Wealth Strategies, LLC | 2,505 | $326.0K | 0.23% | +332+15.3% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $329.0K | 0.00% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,577 | $335.0K | 0.08% | +497+23.9% | Added |
| Winton Group Ltd | 2,674 | $348.0K | 0.02% | −5,343−66.6% | Reduced |
| Alberta Investment Management Corp | 2,675 | $348.0K | 0.00% | +2,675 | New |
| Trexquant Investment LP | 2,716 | $353.0K | 0.02% | +2,716 | New |
| HighTower Advisors, LLC | 2,717 | $354.0K | 0.00% | −257−8.6% | Reduced |
| Algert Global LLC | 2,770 | $360.0K | 0.04% | +2,770 | New |
| Silvant Capital Management LLC | 2,858 | $372.0K | 0.06% | −183−6.0% | Reduced |
| Mosaic Advisors LLC | 3,000 | $390.0K | 0.29% | −10,000−76.9% | Reduced |
| LPL Financial LLC | 3,165 | $412.0K | 0.00% | −353−10.0% | Reduced |
| First Republic Investment Management, Inc. | 3,263 | $424.0K | 0.00% | +3,263 | New |
| Handelsbanken Fonder AB | 3,300 | $429.0K | 0.00% | +3,300 | New |
| FDx Advisors, Inc. | 3,678 | $478.0K | 0.01% | +1,029+38.8% | Added |
| Janus Henderson Group PLC | 3,715 | $483.0K | 0.00% | +1,870+101.4% | Added |
| Teacher Retirement System of Texas | 3,874 | $504.0K | 0.00% | +937+31.9% | Added |
| ProShare Advisors LLC | 3,950 | $514.0K | 0.00% | +1,679+73.9% | Added |
| Liontrust Investment Partners LLP | 4,000 | $520.3K | 0.01% | −1,500−27.3% | Reduced |
| PEAK6 Investments LLC | 4,037 | $525.0K | 0.01% | +4,037 | New |
| Ensign Peak Advisors, Inc | 4,040 | $526.0K | 0.00% | +4,040 | New |
| CIBC Private Wealth Group, LLC | 4,175 | $543.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,553 | $592.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,595 | $597.0K | 0.00% | +1,141+33.0% | Added |
| SG Americas Securities, LLC | 4,810 | $626.0K | 0.00% | −5,713−54.3% | Reduced |
| Fifth Third Bancorp | 4,841 | $630.0K | 0.00% | +275+6.0% | Added |
| Baker Tilly Wealth Management, LLC | 4,913 | $639.0K | 0.07% | −128−2.5% | Reduced |
| AQR Capital Management LLC | 4,962 | $645.0K | 0.00% | −2,176−30.5% | Reduced |
| Arizona State Retirement System | 5,219 | $679.0K | 0.01% | +194+3.9% | Added |
| State Board of Administration of Florida Retirement System | 5,672 | $738.0K | 0.00% | +99+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,860 | $754.0K | 0.01% | +5,860 | New |
| UBS Group AG | 5,928 | $772.0K | 0.00% | +2,019+51.7% | Added |
| Price T Rowe Associates Inc | 6,027 | $784.0K | 0.00% | −255−4.1% | Reduced |
| Citigroup Inc | 6,321 | $822.0K | 0.00% | +2,325+58.2% | Added |
| MetLife Investment Management | 6,359 | $827.2K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,889 | $896.0K | 0.00% | −57−0.8% | Reduced |
| Legal & General Group Plc | 7,056 | $917.0K | 0.00% | +276+4.1% | Added |
| M&T Bank Corp | 7,365 | $958.0K | 0.00% | −265−3.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,063 | $985.0K | 0.45% | +1,296+16.7% | Added |
| Invesco Ltd. | 8,092 | $1.05M | 0.00% | +785+10.7% | Added |
| Neuberger Berman Group LLC | 8,289 | $1.08M | 0.00% | −30−0.4% | Reduced |
| Select Equity Group, L.P. | 8,332 | $1.08M | 0.00% | −4,777−36.4% | Reduced |
| Bank of Montreal | 8,821 | $1.16M | 0.00% | −2,523−22.2% | Reduced |
| Manufacturers Life Insurance Company, The | 9,388 | $1.22M | 0.00% | −90−0.9% | Reduced |
| American International Group, Inc. | 9,609 | $1.25M | 0.01% | −85−0.9% | Reduced |
| Wolff Wiese Magana LLC | 9,695 | $1.26M | 0.81% | −274−2.7% | Reduced |
| Millennium Management LLC | 10,431 | $1.36M | 0.00% | −32,232−75.6% | Reduced |
| Logan Capital Management Inc | 10,454 | $1.36M | 0.06% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 11,418 | $1.47M | 0.02% | +818+7.7% | Added |