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, Q1 2022
Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2022. 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
- 180
- −6 vs. Q4 2021
- Shares held
- 20.2M
- −259.4K (−1.3%) vs. Q4 2021
- Total value
- $1.58B
- −$1.07B (−40.3%) vs. Q4 2021
- New holders
- 25
- 63 more added
- Sold out
- 31
- 66 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | −112−92.6% | Reduced |
| Covestor Ltd | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| TCWP LLC | 10 | $0 | 0.00% | +10 | New |
| Missouri Trust & Investment Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| State of Wyoming | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| IFP Advisors, Inc | 11 | $1.00K | 0.00% | +11 | New |
| Umb Bank N A | 27 | $2.00K | 0.00% | +27 | New |
| Strategic Asset Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Parkside Financial Bank & Trust | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 63 | $5.00K | 0.01% | −285−81.9% | Reduced |
| Huntington National Bank | 65 | $5.00K | 0.00% | +5+8.3% | Added |
| GHP Investment Advisors, Inc. | 67 | $5.00K | 0.00% | +67 | New |
| TCI Wealth Advisors, Inc. | 80 | $6.00K | 0.00% | +11+15.9% | Added |
| Private Capital Group, LLC | 82 | $6.00K | 0.00% | +17+26.2% | Added |
| FourThought Financial, LLC | 95 | $7.00K | 0.00% | +60+171.4% | Added |
| Leonteq Securities AG | 161 | $12.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 170 | $13.0K | 0.00% | −1,090−86.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 171 | $13.0K | 0.00% | +171 | New |
| Harbor Investment Advisory, LLC | 182 | $14.0K | 0.00% | +182 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 224 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 233 | $18.0K | 0.00% | +221+1,841.7% | Added |
| Spire Wealth Management | 253 | $20.0K | 0.00% | −17−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 250 | $20.0K | 0.00% | +24+10.6% | Added |
| CVA Family Office, LLC | 300 | $24.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $29.0K | 0.00% | −250−40.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 441 | $35.0K | 0.00% | −357−44.7% | Reduced |
| Group One Trading, L.P. | 755 | $59.0K | 0.00% | +755 | New |
| Great West Life Assurance Co | 1,060 | $88.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,149 | $90.3K | 0.00% | −3,404−74.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,206 | $94.0K | 0.00% | +26+2.2% | Added |
| Ameritas Investment Partners, Inc. | 1,389 | $109.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,855 | $146.0K | 0.00% | −2,955−61.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $157.0K | 0.03% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,245 | $176.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,252 | $177.0K | 0.00% | +1,635+265.0% | Added |
| Amalgamated Bank | 2,302 | $181.0K | 0.00% | −153−6.2% | Reduced |
| Amalgamated Financial Corp. | 2,302 | $181.0K | 0.00% | +2,302 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $183.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,526 | $198.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,657 | $209.0K | 0.00% | +2,657 | New |
| BloombergSen Inc. | 2,750 | $216.0K | 0.01% | +2,750 | New |
| UBS Group AG | 2,787 | $219.0K | 0.00% | −3,141−53.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,800 | $220.0K | 0.12% | +1,000+55.6% | Added |
| Silvant Capital Management LLC | 2,858 | $225.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 2,924 | $230.0K | 0.00% | −3,397−53.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,000 | $236.0K | 0.03% | −1,913−38.9% | Reduced |
| Barclays PLC | 3,029 | $237.0K | 0.00% | −18,961−86.2% | Reduced |
| Advisory Services Network, LLC | 3,137 | $246.0K | 0.01% | +3,137 | New |
| HighTower Advisors, LLC | 3,167 | $248.0K | 0.00% | +450+16.6% | Added |
| Jane Street Group, LLC | 3,174 | $249.0K | 0.00% | +699+28.2% | Added |
| Handelsbanken Fonder AB | 3,300 | $259.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,391 | $267.0K | 0.00% | −559−14.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,450 | $271.0K | 0.01% | +968+39.0% | Added |
| BNP Paribas Arbitrage, SA | 3,677 | $288.9K | 0.00% | −11,663−76.0% | Reduced |
| Janus Henderson Group PLC | 3,719 | $292.0K | 0.00% | +4+0.1% | Added |
| First Republic Investment Management, Inc. | 3,737 | $294.0K | 0.00% | +474+14.5% | Added |
| CIBC Private Wealth Group, LLC | 3,775 | $297.0K | 0.00% | −400−9.6% | Reduced |
| Ensign Peak Advisors, Inc | 4,040 | $317.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,125 | $324.0K | 0.00% | +251+6.5% | Added |
| AQR Capital Management LLC | 4,428 | $348.0K | 0.00% | −534−10.8% | Reduced |
| Algert Global LLC | 4,604 | $362.0K | 0.02% | +1,834+66.2% | Added |
| M&T Bank Corp | 4,641 | $365.0K | 0.00% | −2,724−37.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,829 | $379.0K | 0.08% | +2,252+87.4% | Added |
| Advisor Group Holdings, Inc. | 4,164 | $393.0K | 0.00% | −431−9.4% | Reduced |
| Holocene Advisors, LP | 5,004 | $393.0K | 0.00% | +5,004 | New |
| Arizona State Retirement System | 5,352 | $421.0K | 0.00% | +133+2.5% | Added |
| Equitable Trust Co | 5,424 | $426.0K | 0.03% | +3,736+221.3% | Added |
| Fifth Third Bancorp | 5,451 | $428.0K | 0.00% | +610+12.6% | Added |
| State Board of Administration of Florida Retirement System | 5,672 | $446.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,813 | $456.0K | 0.02% | +5,813 | New |
| Man Group plc | 5,900 | $464.0K | 0.00% | −5,658−49.0% | Reduced |
| FDx Advisors, Inc. | 6,233 | $490.0K | 0.02% | +2,555+69.5% | Added |
| Price T Rowe Associates Inc | 6,385 | $502.0K | 0.00% | +358+5.9% | Added |
| Cetera Advisor Networks LLC | 6,600 | $519.0K | 0.01% | +6,600 | New |
| Legal & General Group Plc | 6,915 | $543.0K | 0.00% | −141−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,941 | $545.0K | 0.01% | +1,081+18.4% | Added |
| Voya Investment Management LLC | 7,082 | $556.0K | 0.00% | +193+2.8% | Added |
| First Trust Advisors LP | 7,772 | $611.0K | 0.00% | −21,096−73.1% | Reduced |
| Invesco Ltd. | 7,789 | $612.0K | 0.00% | −303−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 7,970 | $626.2K | 0.00% | −1,418−15.1% | Reduced |
| Neuberger Berman Group LLC | 8,139 | $639.0K | 0.00% | −150−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 8,579 | $674.0K | 0.01% | +8,579 | New |
| American International Group, Inc. | 8,978 | $705.0K | 0.00% | −631−6.6% | Reduced |
| Two Sigma Investments, LP | 9,600 | $754.0K | 0.00% | +9,600 | New |
| MetLife Investment Management | 9,763 | $767.1K | 0.00% | +3,404+53.5% | Added |
| Wolff Wiese Magana LLC | 10,254 | $805.0K | 0.54% | +559+5.8% | Added |
| Stifel Financial Corp | 10,287 | $808.0K | 0.00% | −10,532−50.6% | Reduced |
| Logan Capital Management Inc | 10,704 | $841.0K | 0.04% | +250+2.4% | Added |
| Winton Group Ltd | 11,154 | $876.0K | 0.05% | +8,480+317.1% | Added |
| TownSquare Capital, LLC | 11,575 | $909.0K | 0.02% | −10,131−46.7% | Reduced |
| Point72 Asset Management, L.P. | 11,700 | $919.0K | 0.00% | +11,700 | New |
| Deutsche Bank AG | 12,293 | $965.0K | 0.00% | −8,469−40.8% | Reduced |
| JPMorgan Chase & Co | 14,154 | $1.11M | 0.00% | −13,114−48.1% | Reduced |