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 2023
Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2023. 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
- 176
- +8 vs. Q4 2022
- Shares held
- 23.8M
- +791.4K (+3.4%) vs. Q4 2022
- Total value
- $1.25B
- +$454.2M (+57.4%) vs. Q4 2022
- New holders
- 29
- 66 more added
- Sold out
- 21
- 47 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $53 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $104 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 2 | $104 | 0.00% | +1+100.0% | Added |
| Glassman Wealth Services | 3 | $157 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $209 | 0.00% | −1−20.0% | Reduced |
| Colonial Trust Advisors | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $314 | 0.00% | +1+20.0% | Added |
| Quadrant Capital Group LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13 | $679 | 0.00% | +13 | New |
| Venturi Wealth Management, LLC | 32 | $1.67K | 0.00% | +32 | New |
| Bogart Wealth, LLC | 44 | $2.30K | 0.00% | +44 | New |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 69 | $3.60K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $3.92K | 0.00% | +75 | New |
| TCI Wealth Advisors, Inc. | 102 | $5.33K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 121 | $6.32K | 0.00% | −142−54.0% | Reduced |
| Parallel Advisors, LLC | 127 | $6.63K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 133 | $6.94K | 0.00% | −11−7.6% | Reduced |
| Ellevest, Inc. | 145 | $7.57K | 0.00% | +6+4.3% | Added |
| Nisa Investment Advisors, LLC | 188 | $10.0K | 0.00% | −300−61.5% | Reduced |
| Park Place Capital Corp | 207 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 252 | $13.0K | 0.00% | +35+16.1% | Added |
| Bokf, NA | 251 | $13.1K | 0.00% | +251 | New |
| GW&K Investment Management, LLC | 406 | $21.0K | 0.00% | −270−39.9% | Reduced |
| Signaturefd, LLC | 431 | $22.5K | 0.00% | +413+2,294.4% | Added |
| First Horizon Advisors, Inc. | 476 | $24.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 513 | $26.8K | 0.00% | +68+15.3% | Added |
| Spire Wealth Management | 600 | $31.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $31.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 602 | $31.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 762 | $40.0K | 0.00% | −3,027−79.9% | Reduced |
| Citigroup Inc | 976 | $50.9K | 0.00% | −593−37.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,110 | $57.9K | 0.00% | −117−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,389 | $72.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,548 | $80.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $104.0K | 0.01% | +1,000+100.0% | Added |
| BloombergSen Inc. | 2,175 | $113.5K | 0.01% | +1,150+112.2% | Added |
| SG Americas Securities, LLC | 2,221 | $116.0K | 0.00% | +2,221 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $121.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,453 | $128.0K | 0.00% | +582+31.1% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $132.0K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,535 | $132.3K | 0.03% | +290+12.9% | Added |
| Amalgamated Bank | 2,583 | $135.0K | 0.00% | −405−13.6% | Reduced |
| Versor Investments LP | 3,906 | $203.9K | 0.03% | −6,014−60.6% | Reduced |
| Global Retirement Partners, LLC | 3,670 | $214.5K | 0.01% | +3,670 | New |
| Vestmark Advisory Solutions, Inc. | 4,124 | $215.3K | 0.01% | +4,124 | New |
| Baird Financial Group, Inc. | 4,195 | $219.0K | 0.00% | +4,195 | New |
| FDx Advisors, Inc. | 6,735 | $231.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,682 | $244.4K | 0.00% | +4,682 | New |
| Harbour Capital Advisors, LLC | 4,875 | $254.5K | 0.08% | +4,875 | New |
| Fred Alger Management, LLC | 4,996 | $260.8K | 0.00% | −4,347−46.5% | Reduced |
| Verdence Capital Advisors LLC | 5,518 | $288.0K | 0.03% | +5,518 | New |
| Mariner, LLC | 5,539 | $289.0K | 0.00% | +5,539 | New |
| Dynamic Technology Lab Private Ltd | 5,600 | $292.0K | 0.03% | −15,390−73.3% | Reduced |
| Arizona State Retirement System | 5,821 | $303.9K | 0.00% | +5,821 | New |
| Baker Tilly Wealth Management, LLC | 5,944 | $310.3K | 0.03% | −630−9.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,944 | $324.4K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 6,286 | $328.1K | 0.00% | −1,762−21.9% | Reduced |
| Walleye Trading LLC | 6,556 | $342.2K | 0.01% | +6,556 | New |
| Great West Life Assurance Co | 6,892 | $360.0K | 0.00% | +1,076+18.5% | Added |
| Janney Capital Management LLC | 7,062 | $369.0K | 0.03% | +7,062 | New |
| D. E. Shaw & Co., Inc. | 7,239 | $377.9K | 0.00% | +939+14.9% | Added |
| Voya Investment Management LLC | 7,436 | $388.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,450 | $388.9K | 0.00% | +82+1.1% | Added |
| State Board of Administration of Florida Retirement System | 7,692 | $401.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,760 | $405.1K | 0.00% | +5,106+192.4% | Added |
| Manufacturers Life Insurance Company, The | 8,054 | $420.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,161 | $426.0K | 0.00% | +524+6.9% | Added |
| Janus Henderson Group PLC | 8,414 | $438.8K | 0.00% | +8,414 | New |
| Wolff Wiese Magana LLC | 8,873 | $463.2K | 0.38% | +164+1.9% | Added |
| American International Group, Inc. | 9,195 | $480.0K | 0.00% | +183+2.0% | Added |
| Winton Group Ltd | 9,311 | $486.0K | 0.03% | +975+11.7% | Added |
| MetLife Investment Management | 9,763 | $509.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,970 | $520.4K | 0.00% | −4,393−30.6% | Reduced |
| Logan Capital Management Inc | 10,000 | $522.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 10,566 | $551.1K | 0.00% | −259−2.4% | Reduced |
| Barclays PLC | 12,533 | $654.2K | 0.00% | +3,368+36.7% | Added |
| Qube Research & Technologies Ltd | 13,136 | $685.7K | 0.00% | +13,136 | New |
| Deutsche Bank AG | 13,872 | $724.1K | 0.00% | +2,844+25.8% | Added |
| Invesco Ltd. | 14,236 | $743.1K | 0.00% | +6,187+76.9% | Added |
| Advisor Group Holdings, Inc. | 15,230 | $794.9K | 0.00% | −1,006−6.2% | Reduced |
| Equitable Trust Co | 15,421 | $805.0K | 0.06% | −1,809−10.5% | Reduced |
| ExodusPoint Capital Management, LP | 15,433 | $806.0K | 0.01% | −23,913−60.8% | Reduced |
| Neuberger Berman Group LLC | 16,236 | $847.5K | 0.00% | +1,353+9.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,268 | $849.2K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,401 | $856.1K | 0.01% | +16,401 | New |
| Alliancebernstein L.P. | 16,600 | $866.5K | 0.00% | −3,300−16.6% | Reduced |
| FJ Capital Management LLC | 16,904 | $882.4K | 0.11% | +16,904 | New |
| Credit Suisse AG | 17,062 | $890.6K | 0.00% | +1,644+10.7% | Added |
| Alberta Investment Management Corp | 17,099 | $892.6K | 0.01% | −5,200−23.3% | Reduced |
| Jane Street Group, LLC | 17,610 | $919.2K | 0.00% | +2,708+18.2% | Added |
| US Bancorp | 18,488 | $965.1K | 0.00% | −3,826−17.1% | Reduced |
| FourThought Financial Partners, LLC | 18,566 | $969.1K | 0.13% | +133+0.7% | Added |
| Marshall Wace, LLP | 18,872 | $985.1K | 0.00% | +12,059+177.0% | Added |