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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 7,637 | $262.3K | 0.00% | +190+2.6% | Added |
| HRT Financial LP | 7,515 | $258.0K | 0.00% | −38,702−83.7% | Reduced |
| Voya Investment Management LLC | 7,436 | $255.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,368 | $253.0K | 0.00% | +768+11.6% | Added |
| Marshall Wace, LLP | 6,813 | $234.0K | 0.00% | −7,389−52.0% | Reduced |
| Blueshift Asset Management, LLC | 6,777 | $232.7K | 0.11% | +6,777 | New |
| FDx Advisors, Inc. | 6,735 | $231.0K | 0.01% | +143+2.2% | Added |
| Baker Tilly Wealth Management, LLC | 6,574 | $225.8K | 0.03% | −907−12.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,540 | $224.6K | 0.06% | −983−13.1% | Reduced |
| TD Waterhouse Canada Inc. | 5,944 | $221.6K | 0.00% | +850+16.7% | Added |
| D. E. Shaw & Co., Inc. | 6,300 | $216.3K | 0.00% | +6,300 | New |
| Great West Life Assurance Co | 5,816 | $201.0K | 0.00% | +1,959+50.8% | Added |
| Tower Research Capital LLC (TRC) | 3,789 | $131.0K | 0.01% | −4,437−53.9% | Reduced |
| Point72 Middle East FZE | 3,569 | $122.6K | 0.01% | +3,569 | New |
| Amalgamated Bank | 2,988 | $103.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,654 | $91.1K | 0.00% | +587+28.4% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $87.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,376 | $81.6K | 0.00% | −19,504−89.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $80.2K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,245 | $77.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,871 | $64.3K | 0.00% | +1,871 | New |
| Citigroup Inc | 1,569 | $53.9K | 0.00% | −370−19.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,389 | $53.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,548 | $53.2K | 0.01% | +572+58.6% | Added |
| The PNC Financial Services Group, Inc. | 1,227 | $42.1K | 0.00% | +4+0.3% | Added |
| Metropolitan Life Insurance Co | 1,149 | $39.5K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 1,025 | $35.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $34.0K | 0.00% | +1,000 | New |
| Meeder Asset Management Inc | 951 | $32.7K | 0.00% | +951 | New |
| GW&K Investment Management, LLC | 676 | $23.0K | 0.00% | +114+20.3% | Added |
| Spire Wealth Management | 600 | $21.0K | 0.00% | −104−14.8% | Reduced |
| Fifth Third Bancorp | 602 | $20.7K | 0.00% | +44+7.9% | Added |
| Arcadia Investment Management Corp | 600 | $20.6K | 0.00% | +600 | New |
| Nisa Investment Advisors, LLC | 488 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 476 | $16.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 445 | $15.3K | 0.00% | −219,231−99.8% | Reduced |
| Group One Trading, L.P. | 263 | $9.03K | 0.00% | +263 | New |
| CWM, LLC | 217 | $7.00K | 0.00% | −110−33.6% | Reduced |
| Park Place Capital Corp | 207 | $7.00K | 0.00% | +207 | New |
| Leonteq Securities AG | 144 | $4.95K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 139 | $4.77K | 0.00% | +73+110.6% | Added |
| Parallel Advisors, LLC | 127 | $4.36K | 0.00% | +127 | New |
| Money Concepts Capital Corp | 124 | $4.26K | 0.00% | +124 | New |
| TCI Wealth Advisors, Inc. | 102 | $3.50K | 0.00% | +22+27.5% | Added |
| Richard W. Paul & Associates, LLC | 69 | $2.37K | 0.00% | +69 | New |
| Capital Advisors, Ltd. LLC | 49 | $2.00K | 0.00% | +49 | 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 |
| Dark Forest Capital Management LP | 24 | $824 | 0.00% | +24 | New |
| Signaturefd, LLC | 18 | $618 | 0.00% | −99−84.6% | Reduced |
| Quadrant Capital Group LLC | 9 | $309 | 0.00% | +1+12.5% | Added |
| Farther Finance Advisors, LLC | 9 | $309 | 0.00% | +9 | New |
| Accurate Wealth Management, LLC | 6 | $207 | 0.00% | +6 | 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 |
| Colonial Trust Advisors | 4 | $137 | 0.00% | +4 | New |
| Glassman Wealth Services | 3 | $103 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $69 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 1 | $34 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $34 | 0.00% | +1 | New |
| 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 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −312,183−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −291,232−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −148,724−100.0% | Sold out |
| Highside Global Management LLC | 0 | $0 | 0.00% | −76,768−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −68,204−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −45,686−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −36,861−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,181−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −18,093−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,272−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −16,322−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,204−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,426−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,920−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |