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 2022
Institutional positions in Goosehead Insurance, Inc. as of Dec 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
- 169
- +9 vs. Q3 2022
- Shares held
- 23.0M
- +640.7K (+2.9%) vs. Q3 2022
- Total value
- $791.2M
- −$6.76M (−0.8%) vs. Q3 2022
- New holders
- 32
- 51 more added
- Sold out
- 23
- 61 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $34 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $34 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $69 | 0.00% | +1+100.0% | Added |
| Glassman Wealth Services | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $137 | 0.00% | +4 | New |
| Allworth Financial LP | 5 | $172 | 0.00% | −4−44.4% | Reduced |
| Lindbrook Capital, LLC | 5 | $172 | 0.00% | −9−64.3% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $172 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $172 | 0.00% | +5 | New |
| Schubert & Co | 5 | $172 | 0.00% | +5 | New |
| Coppell Advisory Solutions Corp. | 5 | $172 | 0.00% | +5 | New |
| Accurate Wealth Management, LLC | 6 | $207 | 0.00% | +6 | New |
| Quadrant Capital Group LLC | 9 | $309 | 0.00% | +1+12.5% | Added |
| Farther Finance Advisors, LLC | 9 | $309 | 0.00% | +9 | New |
| Signaturefd, LLC | 18 | $618 | 0.00% | −99−84.6% | Reduced |
| Dark Forest Capital Management LP | 24 | $824 | 0.00% | +24 | New |
| IFP Advisors, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 49 | $2.00K | 0.00% | +49 | New |
| Richard W. Paul & Associates, LLC | 69 | $2.37K | 0.00% | +69 | New |
| TCI Wealth Advisors, Inc. | 102 | $3.50K | 0.00% | +22+27.5% | Added |
| Money Concepts Capital Corp | 124 | $4.26K | 0.00% | +124 | New |
| Parallel Advisors, LLC | 127 | $4.36K | 0.00% | +127 | New |
| Ellevest, Inc. | 139 | $4.77K | 0.00% | +73+110.6% | Added |
| Leonteq Securities AG | 144 | $4.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 217 | $7.00K | 0.00% | −110−33.6% | Reduced |
| Park Place Capital Corp | 207 | $7.00K | 0.00% | +207 | New |
| Group One Trading, L.P. | 263 | $9.03K | 0.00% | +263 | New |
| FMR LLC | 445 | $15.3K | 0.00% | −219,231−99.8% | Reduced |
| First Horizon Advisors, Inc. | 476 | $16.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 488 | $17.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $20.6K | 0.00% | +600 | New |
| Fifth Third Bancorp | 602 | $20.7K | 0.00% | +44+7.9% | Added |
| Spire Wealth Management | 600 | $21.0K | 0.00% | −104−14.8% | Reduced |
| GW&K Investment Management, LLC | 676 | $23.0K | 0.00% | +114+20.3% | Added |
| Meeder Asset Management Inc | 951 | $32.7K | 0.00% | +951 | New |
| Aquatic Capital Management LLC | 1,000 | $34.0K | 0.00% | +1,000 | New |
| BloombergSen Inc. | 1,025 | $35.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,149 | $39.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,227 | $42.1K | 0.00% | +4+0.3% | Added |
| Harbor Investment Advisory, LLC | 1,548 | $53.2K | 0.01% | +572+58.6% | Added |
| Ameritas Investment Partners, Inc. | 1,389 | $53.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,569 | $53.9K | 0.00% | −370−19.1% | Reduced |
| Advisory Services Network, LLC | 1,871 | $64.3K | 0.00% | +1,871 | New |
| Pier 88 Investment Partners LLC | 2,245 | $77.1K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $80.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,376 | $81.6K | 0.00% | −19,504−89.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,526 | $87.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,654 | $91.1K | 0.00% | +587+28.4% | Added |
| Amalgamated Bank | 2,988 | $103.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,569 | $122.6K | 0.01% | +3,569 | New |
| Tower Research Capital LLC (TRC) | 3,789 | $131.0K | 0.01% | −4,437−53.9% | Reduced |
| Great West Life Assurance Co | 5,816 | $201.0K | 0.00% | +1,959+50.8% | Added |
| D. E. Shaw & Co., Inc. | 6,300 | $216.3K | 0.00% | +6,300 | New |
| TD Waterhouse Canada Inc. | 5,944 | $221.6K | 0.00% | +850+16.7% | Added |
| YorkBridge Wealth Partners, LLC | 6,540 | $224.6K | 0.06% | −983−13.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,574 | $225.8K | 0.03% | −907−12.1% | Reduced |
| FDx Advisors, Inc. | 6,735 | $231.0K | 0.01% | +143+2.2% | Added |
| Blueshift Asset Management, LLC | 6,777 | $232.7K | 0.11% | +6,777 | New |
| Marshall Wace, LLP | 6,813 | $234.0K | 0.00% | −7,389−52.0% | Reduced |
| Cetera Advisor Networks LLC | 7,368 | $253.0K | 0.00% | +768+11.6% | Added |
| Voya Investment Management LLC | 7,436 | $255.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,515 | $258.0K | 0.00% | −38,702−83.7% | Reduced |
| Legal & General Group Plc | 7,637 | $262.3K | 0.00% | +190+2.6% | Added |
| State Board of Administration of Florida Retirement System | 7,692 | $264.1K | 0.00% | −450−5.5% | Reduced |
| American Century Companies Inc | 8,048 | $276.4K | 0.00% | −363,191−97.8% | Reduced |
| Invesco Ltd. | 8,049 | $276.4K | 0.00% | −630−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 8,054 | $276.6K | 0.00% | −321−3.8% | Reduced |
| Winton Group Ltd | 8,336 | $286.3K | 0.02% | +389+4.9% | Added |
| XTX Topco Ltd | 8,683 | $298.2K | 0.06% | +1,763+25.5% | Added |
| Wolff Wiese Magana LLC | 8,709 | $299.1K | 0.26% | −1,257−12.6% | Reduced |
| American International Group, Inc. | 9,012 | $309.5K | 0.00% | −33−0.4% | Reduced |
| Barclays PLC | 9,165 | $314.7K | 0.00% | +3,396+58.9% | Added |
| Fred Alger Management, LLC | 9,343 | $320.8K | 0.00% | −95,177−91.1% | Reduced |
| MetLife Investment Management | 9,763 | $335.3K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 9,920 | $340.7K | 0.03% | −6,058−37.9% | Reduced |
| Logan Capital Management Inc | 10,000 | $343.4K | 0.02% | −1,080−9.7% | Reduced |
| M&T Bank Corp | 10,825 | $371.7K | 0.00% | −1,117−9.4% | Reduced |
| Deutsche Bank AG | 11,028 | $378.7K | 0.00% | +972+9.7% | Added |
| Squarepoint Ops LLC | 12,634 | $433.9K | 0.00% | −17,732−58.4% | Reduced |
| Jump Financial, LLC | 13,000 | $446.4K | 0.02% | +13,000 | New |
| Gsa Capital Partners LLP | 13,459 | $462.0K | 0.06% | +2,008+17.5% | Added |
| New York State Common Retirement Fund | 14,363 | $493.2K | 0.00% | −22,230−60.7% | Reduced |
| Susquehanna International Group, LLP | 14,527 | $498.9K | 0.00% | +4,162+40.2% | Added |
| Neuberger Berman Group LLC | 14,883 | $511.1K | 0.00% | −2,871−16.2% | Reduced |
| Jane Street Group, LLC | 14,902 | $511.7K | 0.00% | −8,076−35.1% | Reduced |
| Credit Suisse AG | 15,418 | $529.5K | 0.00% | −353−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 16,236 | $557.6K | 0.00% | +431+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,268 | $558.6K | 0.01% | +4,319+36.1% | Added |
| Equitable Trust Co | 17,230 | $591.7K | 0.05% | −8,339−32.6% | Reduced |
| FourThought Financial Partners, LLC | 18,433 | $633.0K | 0.09% | +18,433 | New |
| UBS Asset Management Americas Inc | 18,813 | $646.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 19,900 | $683.4K | 0.00% | −1,521−7.1% | Reduced |
| JPMorgan Chase & Co | 20,929 | $718.0K | 0.00% | +2,373+12.8% | Added |
| Dynamic Technology Lab Private Ltd | 20,990 | $721.0K | 0.07% | −4,350−17.2% | Reduced |