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, Q2 2022
Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 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
- 169
- −9 vs. Q1 2022
- Shares held
- 22.1M
- +1.99M (+9.9%) vs. Q1 2022
- Total value
- $1.01B
- −$571.0M (−36.1%) vs. Q1 2022
- New holders
- 24
- 63 more added
- Sold out
- 33
- 52 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 9 | $0 | 0.00% | −162−94.7% | Reduced |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Glassman Wealth Services | 2 | $0 | 0.00% | +2 | New |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| Lindbrook Capital, LLC | 5 | $0 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 7 | $0 | 0.00% | +7 | New |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| IFP Advisors, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 37 | $1.00K | 0.00% | +28+311.1% | Added |
| Parallel Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 63 | $3.00K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 86 | $4.00K | 0.00% | −2,701−96.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $4.00K | 0.00% | −360−81.6% | Reduced |
| Private Capital Group, LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 97 | $4.00K | 0.00% | +97 | New |
| Bartlett & Co. Wealth Management LLC | 97 | $4.43K | 0.00% | +97 | New |
| FourThought Financial, LLC | 110 | $5.00K | 0.00% | +15+15.8% | Added |
| Aquatic Capital Management LLC | 100 | $5.00K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 121 | $6.00K | 0.00% | +121 | New |
| Leonteq Securities AG | 144 | $6.58K | 0.00% | −17−10.6% | Reduced |
| TCI Wealth Advisors, Inc. | 150 | $7.00K | 0.00% | +70+87.5% | Added |
| CWM, LLC | 202 | $9.00K | 0.00% | −31−13.3% | Reduced |
| Spire Wealth Management | 253 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 329 | $15.0K | 0.00% | +329 | New |
| Allworth Financial LP | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 447 | $20.0K | 0.00% | +265+145.6% | Added |
| Nisa Investment Advisors, LLC | 470 | $21.0K | 0.00% | +300+176.5% | Added |
| Tower Research Capital LLC (TRC) | 680 | $31.0K | 0.00% | +430+172.0% | Added |
| Group One Trading, L.P. | 755 | $34.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 957 | $44.0K | 0.00% | −2,072−68.4% | Reduced |
| BloombergSen Inc. | 1,025 | $47.0K | 0.00% | −1,725−62.7% | Reduced |
| Great West Life Assurance Co | 1,060 | $48.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,149 | $52.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,191 | $55.0K | 0.00% | −15−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,389 | $63.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,438 | $65.0K | 0.01% | +1,438 | New |
| Castle Wealth Management LLC | 1,487 | $68.0K | 0.04% | +1,487 | New |
| Captrust Financial Advisors | 1,875 | $86.0K | 0.00% | −377−16.7% | Reduced |
| Silvant Capital Management LLC | 1,904 | $87.0K | 0.02% | −954−33.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,245 | $103.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $107.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,439 | $111.0K | 0.00% | +584+31.5% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $115.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,948 | $135.0K | 0.00% | +646+28.1% | Added |
| Emerald Mutual Fund Advisers Trust | 3,128 | $143.0K | 0.01% | +3,128 | New |
| Ensign Peak Advisors, Inc | 4,040 | $185.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 4,675 | $210.0K | 0.00% | +34+0.7% | Added |
| Susquehanna International Group, LLP | 4,972 | $227.0K | 0.00% | +4,972 | New |
| Arizona State Retirement System | 5,205 | $238.0K | 0.00% | −147−2.7% | Reduced |
| Fifth Third Bancorp | 5,446 | $249.0K | 0.00% | −5−0.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,459 | $249.0K | 0.07% | +630+13.0% | Added |
| Man Group plc | – | $265.0K | 0.00% | – | – |
| Cetera Advisor Networks LLC | 6,600 | $301.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,908 | $315.0K | 0.01% | +675+10.8% | Added |
| Legal & General Group Plc | 7,040 | $322.0K | 0.00% | +125+1.8% | Added |
| Voya Investment Management LLC | 7,082 | $323.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,368 | $336.0K | 0.01% | −4,207−36.3% | Reduced |
| Algert Global LLC | 7,734 | $353.0K | 0.03% | +3,130+68.0% | Added |
| Invesco Ltd. | 7,788 | $356.0K | 0.00% | −10.0% | Reduced |
| Neuberger Berman Group LLC | 8,129 | $371.0K | 0.00% | −10−0.1% | Reduced |
| Wolff Wiese Magana LLC | 8,145 | $372.0K | 0.27% | −2,109−20.6% | Reduced |
| State Board of Administration of Florida Retirement System | 8,142 | $372.0K | 0.00% | +2,470+43.5% | Added |
| Duality Advisers, LP | 8,202 | $375.0K | 0.04% | +8,202 | New |
| Occudo Quantitative Strategies LP | 8,245 | $377.0K | 0.03% | +8,245 | New |
| Manufacturers Life Insurance Company, The | 8,571 | $391.4K | 0.00% | +601+7.5% | Added |
| American International Group, Inc. | 8,916 | $407.0K | 0.00% | −62−0.7% | Reduced |
| Winton Group Ltd | 9,327 | $426.0K | 0.02% | −1,827−16.4% | Reduced |
| MetLife Investment Management | 9,763 | $445.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,195 | $466.0K | 0.00% | −92−0.9% | Reduced |
| Quadrature Capital Ltd | 10,394 | $474.0K | 0.02% | +10,394 | New |
| Logan Capital Management Inc | 10,704 | $489.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,977 | $502.0K | 0.00% | +6,813+163.6% | Added |
| Deutsche Bank AG | 12,145 | $555.0K | 0.00% | −148−1.2% | Reduced |
| Trexquant Investment LP | 12,312 | $562.0K | 0.03% | −2,895−19.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,185 | $602.0K | 0.01% | +6,244+90.0% | Added |
| Schonfeld Strategic Advisors LLC | 13,600 | $621.0K | 0.01% | +13,600 | New |
| ExodusPoint Capital Management, LP | 14,141 | $646.0K | 0.01% | +5,562+64.8% | Added |
| BNP Paribas Arbitrage, SA | 16,754 | $765.2K | 0.00% | +13,077+355.6% | Added |
| JPMorgan Chase & Co | 18,321 | $836.0K | 0.00% | +4,167+29.4% | Added |
| Alberta Investment Management Corp | 18,424 | $841.0K | 0.01% | +3,051+19.8% | Added |
| UBS Asset Management Americas Inc | 18,813 | $859.2K | 0.00% | −3,559−15.9% | Reduced |
| Truist Financial Corp | 19,205 | $877.0K | 0.00% | −1,634−7.8% | Reduced |
| Capital Fund Management S.A. | 19,771 | $902.9K | 0.02% | +19,771 | New |
| Capricorn Fund Managers Ltd | 21,850 | $998.0K | 0.18% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,655 | $1.03M | 0.00% | −238−1.0% | Reduced |
| US Bancorp | 23,246 | $1.06M | 0.00% | +2,564+12.4% | Added |
| PFS Partners, LLC | 23,268 | $1.06M | 1.03% | +1,000+4.5% | Added |
| King Luther Capital Management Corp | 23,395 | $1.07M | 0.01% | −34,395−59.5% | Reduced |
| Equitable Trust Co | 24,174 | $1.10M | 0.08% | +18,750+345.7% | Added |
| California State Teachers Retirement System | 24,515 | $1.12M | 0.00% | −68−0.3% | Reduced |
| Natixis Advisors, L.P. | 28,078 | $1.28M | 0.01% | +28,078 | New |