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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 7,365 | $958.0K | 0.00% | −265−3.5% | Reduced |
| Legal & General Group Plc | 7,056 | $917.0K | 0.00% | +276+4.1% | Added |
| Voya Investment Management LLC | 6,889 | $896.0K | 0.00% | −57−0.8% | Reduced |
| MetLife Investment Management | 6,359 | $827.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 6,321 | $822.0K | 0.00% | +2,325+58.2% | Added |
| Price T Rowe Associates Inc | 6,027 | $784.0K | 0.00% | −255−4.1% | Reduced |
| UBS Group AG | 5,928 | $772.0K | 0.00% | +2,019+51.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,860 | $754.0K | 0.01% | +5,860 | New |
| State Board of Administration of Florida Retirement System | 5,672 | $738.0K | 0.00% | +99+1.8% | Added |
| Arizona State Retirement System | 5,219 | $679.0K | 0.01% | +194+3.9% | Added |
| AQR Capital Management LLC | 4,962 | $645.0K | 0.00% | −2,176−30.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,913 | $639.0K | 0.07% | −128−2.5% | Reduced |
| Fifth Third Bancorp | 4,841 | $630.0K | 0.00% | +275+6.0% | Added |
| SG Americas Securities, LLC | 4,810 | $626.0K | 0.00% | −5,713−54.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,595 | $597.0K | 0.00% | +1,141+33.0% | Added |
| Metropolitan Life Insurance Co | 4,553 | $592.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,175 | $543.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,040 | $526.0K | 0.00% | +4,040 | New |
| PEAK6 Investments LLC | 4,037 | $525.0K | 0.01% | +4,037 | New |
| Liontrust Investment Partners LLP | 4,000 | $520.3K | 0.01% | −1,500−27.3% | Reduced |
| ProShare Advisors LLC | 3,950 | $514.0K | 0.00% | +1,679+73.9% | Added |
| Teacher Retirement System of Texas | 3,874 | $504.0K | 0.00% | +937+31.9% | Added |
| Janus Henderson Group PLC | 3,715 | $483.0K | 0.00% | +1,870+101.4% | Added |
| FDx Advisors, Inc. | 3,678 | $478.0K | 0.01% | +1,029+38.8% | Added |
| Handelsbanken Fonder AB | 3,300 | $429.0K | 0.00% | +3,300 | New |
| First Republic Investment Management, Inc. | 3,263 | $424.0K | 0.00% | +3,263 | New |
| LPL Financial LLC | 3,165 | $412.0K | 0.00% | −353−10.0% | Reduced |
| Mosaic Advisors LLC | 3,000 | $390.0K | 0.29% | −10,000−76.9% | Reduced |
| Silvant Capital Management LLC | 2,858 | $372.0K | 0.06% | −183−6.0% | Reduced |
| Algert Global LLC | 2,770 | $360.0K | 0.04% | +2,770 | New |
| HighTower Advisors, LLC | 2,717 | $354.0K | 0.00% | −257−8.6% | Reduced |
| Trexquant Investment LP | 2,716 | $353.0K | 0.02% | +2,716 | New |
| 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 |
| YorkBridge Wealth Partners, LLC | 2,577 | $335.0K | 0.08% | +497+23.9% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $329.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,505 | $326.0K | 0.23% | +332+15.3% | Added |
| Crossmark Global Holdings, Inc. | 2,482 | $323.0K | 0.01% | +2,482 | New |
| Jane Street Group, LLC | 2,475 | $322.0K | 0.00% | +2,475 | New |
| Amalgamated Bank | 2,455 | $319.0K | 0.00% | −3−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $304.0K | 0.00% | +398+20.5% | Added |
| Pier 88 Investment Partners LLC | 2,245 | $292.0K | 0.06% | +660+41.6% | Added |
| Susquehanna International Group, LLP | 2,070 | $269.0K | 0.00% | +2,070 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $260.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| We Are One Seven, LLC | 1,768 | $230.0K | 0.02% | +102+6.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,728 | $225.0K | 0.01% | −7−0.4% | Reduced |
| Equitable Trust Co | 1,688 | $220.0K | 0.01% | −255−13.1% | Reduced |
| HSBC Holdings PLC | 1,605 | $208.0K | 0.00% | +1,605 | New |
| CIBC Asset Management Inc | 1,593 | $207.0K | 0.00% | +93+6.2% | Added |
| Ameritas Investment Partners, Inc. | 1,389 | $181.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,204 | $156.0K | 0.01% | +1,204 | New |
| The PNC Financial Services Group, Inc. | 1,180 | $154.0K | 0.00% | −358−23.3% | Reduced |
| Great West Life Assurance Co | 1,060 | $137.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,260 | $124.0K | 0.00% | +260+26.0% | Added |
| Steward Partners Investment Advisory, LLC | 798 | $104.0K | 0.00% | +238+42.5% | Added |
| FIL Ltd | 653 | $85.0K | 0.00% | +33+5.3% | Added |
| Allworth Financial LP | 625 | $81.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 617 | $80.0K | 0.00% | +430+229.9% | Added |
| Sageworth Trust Co of South Dakota | 348 | $45.0K | 0.07% | +348 | New |
| First Horizon Advisors, Inc. | 329 | $42.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 300 | $39.0K | 0.01% | +300 | New |
| Spire Wealth Management | 270 | $35.0K | 0.00% | −46−14.6% | Reduced |
| 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 |
| 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 |
| Rational Advisors LLC | 163 | $21.0K | 0.00% | +95+139.7% | Added |
| Leonteq Securities AG | 161 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 105 | $14.0K | 0.00% | −353−77.1% | Reduced |
| 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 |
| Huntington National Bank | 60 | $8.00K | 0.00% | +60 | New |
| Parkside Financial Bank & Trust | 50 | $7.00K | 0.00% | +50 | New |
| Reilly Financial Advisors, LLC | 48 | $6.00K | 0.00% | +48 | 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 |
| CWM, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 12 | $2.00K | 0.00% | +12 | 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 |
| 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 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −145,687−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −11,580−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |