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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.

Institutional holdersQ4 2022: 169 institutions
Q1 2021: 193 institutionsQ2 2021: 174 institutionsQ3 2021: 183 institutionsQ4 2021: 189 institutionsQ1 2022: 180 institutionsQ2 2022: 169 institutionsQ3 2022: 162 institutionsQ4 2022: 169 institutionsQ1 2023: 176 institutionsQ2 2023: 183 institutionsQ3 2023: 234 institutionsQ4 2023: 251 institutionsQ1 2024: 233 institutionsQ2 2024: 212 institutionsQ3 2024: 231 institutionsQ4 2024: 267 institutionsQ1 2025: 286 institutionsQ2 2025: 276 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 218 institutionsQ2 2026: 230 institutions
Value heldQ4 2022: $791.2M
Q1 2021: $1.87BQ2 2021: $2.39BQ3 2021: $3.06BQ4 2021: $2.66BQ1 2022: $1.58BQ2 2022: $1.01BQ3 2022: $798.2MQ4 2022: $791.2MQ1 2023: $1.25BQ2 2023: $1.50BQ3 2023: $1.94BQ4 2023: $1.90BQ1 2024: $1.74BQ2 2024: $1.55BQ3 2024: $2.36BQ4 2024: $2.82BQ1 2025: $3.09BQ2 2025: $2.89BQ3 2025: $2.01BQ4 2025: $2.01BQ1 2026: $1.15BQ2 2026: $1.26B
Institutions holding GSHD and their total value by quarter
QuarterHoldersValue
Q2 2026230$1.26B
Q1 2026218$1.15B
Q4 2025265$2.01B
Q3 2025262$2.01B
Q2 2025276$2.89B
Q1 2025286$3.09B
Q4 2024267$2.82B
Q3 2024231$2.36B
Q2 2024212$1.55B
Q1 2024233$1.74B
Q4 2023251$1.90B
Q3 2023234$1.94B
Q2 2023183$1.50B
Q1 2023176$1.25B
Q4 2022169$791.2M
Q3 2022162$798.2M
Q2 2022169$1.01B
Q1 2022180$1.58B
Q4 2021189$2.66B
Q3 2021183$3.06B
Q2 2021174$2.39B
Q1 2021193$1.87B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2022.

Institutions holding GSHD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Stifel Financial Corp21,304$731.6K0.00%−4,742−18.2%Reduced
Alberta Investment Management Corp22,299$765.7K0.01%−14,992−40.2%Reduced
US Bancorp22,314$766.3K0.00%−4,648−17.2%Reduced
PFS Partners, LLC23,268$799.0K0.84%00.0%Unchanged
California State Teachers Retirement System24,560$843.4K0.00%+351+1.4%Added
Algert Global LLC25,057$860.5K0.05%+4,210+20.2%Added
Rhumbline Advisers25,217$866.0K0.00%+860+3.5%Added
Bank of Montreal27,912$1.14M0.00%−18,957−40.4%Reduced
Trexquant Investment LP33,320$1.14M0.03%−3,189−8.7%Reduced
Two Sigma Advisers, LP35,000$1.20M0.00%+35,000New
Oppenheimer Asset Management Inc.37,109$1.27M0.02%−795−2.1%Reduced
Schroder Investment Management Group38,639$1.33M0.00%+38,639New
Envestnet Asset Management Inc39,239$1.35M0.00%−9,679−19.8%Reduced
ExodusPoint Capital Management, LP39,346$1.35M0.02%−5,817−12.9%Reduced
TownSquare Capital, LLC39,410$1.35M0.03%+8,081+25.8%Added
Natixis Advisors, L.P.40,001$1.37M0.01%+3,199+8.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.40,700$1.43M0.00%00.0%Unchanged
Mutual of America Capital Management LLC42,682$1.47M0.02%+575+1.4%Added
Norges Bank43,000$1.48M0.00%+43,000New
Swiss National Bank47,100$1.62M0.00%+1,100+2.4%Added
Public Employees Retirement System of Ohio54,856$1.88M0.01%−9,930−15.3%Reduced
Grandeur Peak Global Advisors, LLC55,152$1.89M0.11%−46,745−45.9%Reduced
Daiwa Securities Group Inc.57,885$1.99M0.02%00.0%Unchanged
Motley Fool Wealth Management, LLC64,218$2.20M0.15%−678−1.0%Reduced
Capital Fund Management S.A.64,472$2.21M0.05%+34,656+116.2%Added
Bank of New York Mellon Corp72,522$2.49M0.00%−9,486−11.6%Reduced
Motley Fool Asset Management LLC74,375$2.55M0.29%+11,556+18.4%Added
Dimensional Fund Advisors LP75,029$2.58M0.00%+22,644+43.2%Added
Bank of America Corp78,683$2.70M0.00%−22,175−22.0%Reduced
Cubist Systematic Strategies, LLC83,116$2.85M0.02%−44,711−35.0%Reduced
King Luther Capital Management Corp86,395$2.97M0.02%+48,921+130.5%Added
Two Sigma Investments, LP91,704$3.15M0.01%+84,604+1,191.6%Added
Royal Bank of Canada96,952$3.33M0.00%+21,210+28.0%Added
SEI Investments Co114,460$3.93M0.01%−128,183−52.8%Reduced
Balyasny Asset Management LLC116,663$4.01M0.01%−51,560−30.6%Reduced
Russell Investments Group, Ltd.123,676$4.25M0.01%−14,982−10.8%Reduced
Citadel Advisors LLC124,442$4.27M0.00%−23,354−15.8%Reduced
Wells Fargo & Company129,224$4.44M0.00%−23,726−15.5%Reduced
Blair William & Co137,188$4.71M0.02%−48,697−26.2%Reduced
State of Wisconsin Investment Board138,633$4.76M0.02%−1,182−0.8%Reduced
Jacobson & Schmitt Advisors, LLC141,993$5.06M1.62%00.0%Unchanged
Charles Schwab Investment Management Inc151,699$5.21M0.00%+5,199+3.5%Added
Hodges Capital Management Inc.156,464$5.37M0.47%+71,229+83.6%Added
Segall Bryant & Hamill, LLC167,389$5.75M0.06%+11,602+7.4%Added
Nuveen Asset Management, LLC185,152$6.36M0.00%+131,451+244.8%Added
Northern Trust Corp199,879$6.86M0.00%−118,840−37.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund203,000$6.97M0.04%+203,000New
Akre Capital Management LLCSuperinvestorAkre Capital Management243,672$8.37M0.08%00.0%Unchanged
2Xideas AG265,523$9.12M0.96%+47,336+21.7%Added
Millennium Management LLC283,547$9.74M0.01%−77,957−21.6%Reduced
Polen Capital Management LLC292,967$10.1M0.03%−20,400−6.5%Reduced
Wildcat Capital Management, LLC356,683$12.2M4.68%00.0%Unchanged
Morgan Stanley358,634$12.3M0.00%+60,004+20.1%Added
State Street Corp373,259$12.8M0.00%−119,929−24.3%Reduced
Geode Capital Management, LLC393,261$13.5M0.00%+34,098+9.5%Added
Riverbridge Partners LLC412,445$14.2M0.21%−8,631−2.0%Reduced
Ashford Capital Management Inc474,215$16.3M2.53%+300,185+172.5%Added
William Blair Investment Management, LLC488,674$16.8M0.06%+488,674New
Point72 Asset Management, L.P.528,054$18.1M0.07%+258,554+95.9%Added
Allspring Global Investments Holdings, LLC614,806$21.1M0.04%−68,829−10.1%Reduced
Goldman Sachs Group Inc644,948$22.1M0.01%+254,399+65.1%Added
Owls Nest Partners IA, LLC874,676$30.0M12.53%+300,763+52.4%Added
Durable Capital Partners LP969,925$33.3M0.35%−28,700−2.9%Reduced
DF Dent & Co Inc1,078,518$37.0M0.55%+231,607+27.3%Added
BlackRock Inc.1,420,831$48.8M0.00%+18,847+1.3%Added
Capital World Investors1,688,000$58.0M0.01%+1,120,000+197.2%Added
Vanguard Group Inc1,801,819$61.9M0.00%+31,643+1.8%Added
Wasatch Advisors Inc2,545,292$87.4M0.59%−100,928−3.8%Reduced
Kayne Anderson Rudnick Investment Management LLC2,685,116$92.2M0.29%−389,044−12.7%Reduced
Hallmark Capital Management Inc0$00.00%−13−100.0%Sold out
Granite Investment Partners, LLC0$00.00%−312,183−100.0%Sold out
Capital International Investors0$00.00%−291,232−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−148,724−100.0%Sold out
Highside Global Management LLC0$00.00%−76,768−100.0%Sold out
Jennison Associates LLC0$00.00%−68,204−100.0%Sold out
Twinbeech Capital LP0$00.00%−45,686−100.0%Sold out
Macquarie Group Ltd0$00.00%−36,861−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−35,181−100.0%Sold out
Holocene Advisors, LP0$00.00%−18,093−100.0%Sold out
Weiss Asset Management LP0$00.00%−17,272−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−16,322−100.0%Sold out
Engineers Gate Manager LP0$00.00%−14,204−100.0%Sold out
Truist Financial Corp0$00.00%−9,426−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−7,920−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−7,316−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−5,596−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−4,040−100.0%Sold out
Castle Wealth Management LLC0$00.00%−1,566−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−121−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−60−100.0%Sold out
Bessemer Group Inc0$00.00%−58−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−65−100.0%Sold out
FourThought Financial, LLC––––Not filed
Strategic Asset Management, LLC––––Not filed