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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 8,873 | $463.2K | 0.38% | +164+1.9% | Added |
| Janus Henderson Group PLC | 8,414 | $438.8K | 0.00% | +8,414 | New |
| Legal & General Group Plc | 8,161 | $426.0K | 0.00% | +524+6.9% | Added |
| Manufacturers Life Insurance Company, The | 8,054 | $420.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,760 | $405.1K | 0.00% | +5,106+192.4% | Added |
| State Board of Administration of Florida Retirement System | 7,692 | $401.5K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,450 | $388.9K | 0.00% | +82+1.1% | Added |
| Voya Investment Management LLC | 7,436 | $388.2K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,239 | $377.9K | 0.00% | +939+14.9% | Added |
| Janney Capital Management LLC | 7,062 | $369.0K | 0.03% | +7,062 | New |
| Great West Life Assurance Co | 6,892 | $360.0K | 0.00% | +1,076+18.5% | Added |
| Walleye Trading LLC | 6,556 | $342.2K | 0.01% | +6,556 | New |
| American Century Companies Inc | 6,286 | $328.1K | 0.00% | −1,762−21.9% | Reduced |
| TD Waterhouse Canada Inc. | 5,944 | $324.4K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,944 | $310.3K | 0.03% | −630−9.6% | Reduced |
| Arizona State Retirement System | 5,821 | $303.9K | 0.00% | +5,821 | New |
| Dynamic Technology Lab Private Ltd | 5,600 | $292.0K | 0.03% | −15,390−73.3% | Reduced |
| Mariner, LLC | 5,539 | $289.0K | 0.00% | +5,539 | New |
| Verdence Capital Advisors LLC | 5,518 | $288.0K | 0.03% | +5,518 | New |
| Fred Alger Management, LLC | 4,996 | $260.8K | 0.00% | −4,347−46.5% | Reduced |
| Harbour Capital Advisors, LLC | 4,875 | $254.5K | 0.08% | +4,875 | New |
| Victory Capital Management Inc | 4,682 | $244.4K | 0.00% | +4,682 | New |
| FDx Advisors, Inc. | 6,735 | $231.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,195 | $219.0K | 0.00% | +4,195 | New |
| Vestmark Advisory Solutions, Inc. | 4,124 | $215.3K | 0.01% | +4,124 | New |
| Global Retirement Partners, LLC | 3,670 | $214.5K | 0.01% | +3,670 | New |
| Versor Investments LP | 3,906 | $203.9K | 0.03% | −6,014−60.6% | Reduced |
| Amalgamated Bank | 2,583 | $135.0K | 0.00% | −405−13.6% | Reduced |
| Pier 88 Investment Partners LLC | 2,535 | $132.3K | 0.03% | +290+12.9% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $132.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,453 | $128.0K | 0.00% | +582+31.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $121.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,221 | $116.0K | 0.00% | +2,221 | New |
| BloombergSen Inc. | 2,175 | $113.5K | 0.01% | +1,150+112.2% | Added |
| Aquatic Capital Management LLC | 2,000 | $104.0K | 0.01% | +1,000+100.0% | Added |
| Harbor Investment Advisory, LLC | 1,548 | $80.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,389 | $72.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,110 | $57.9K | 0.00% | −117−9.5% | Reduced |
| Citigroup Inc | 976 | $50.9K | 0.00% | −593−37.8% | Reduced |
| Tower Research Capital LLC (TRC) | 762 | $40.0K | 0.00% | −3,027−79.9% | Reduced |
| Fifth Third Bancorp | 602 | $31.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $31.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $31.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 513 | $26.8K | 0.00% | +68+15.3% | Added |
| First Horizon Advisors, Inc. | 476 | $24.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $22.5K | 0.00% | +413+2,294.4% | Added |
| GW&K Investment Management, LLC | 406 | $21.0K | 0.00% | −270−39.9% | Reduced |
| Bokf, NA | 251 | $13.1K | 0.00% | +251 | New |
| CWM, LLC | 252 | $13.0K | 0.00% | +35+16.1% | Added |
| Park Place Capital Corp | 207 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 188 | $10.0K | 0.00% | −300−61.5% | Reduced |
| Ellevest, Inc. | 145 | $7.57K | 0.00% | +6+4.3% | Added |
| Leonteq Securities AG | 133 | $6.94K | 0.00% | −11−7.6% | Reduced |
| Parallel Advisors, LLC | 127 | $6.63K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 121 | $6.32K | 0.00% | −142−54.0% | Reduced |
| TCI Wealth Advisors, Inc. | 102 | $5.33K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $3.92K | 0.00% | +75 | New |
| Richard W. Paul & Associates, LLC | 69 | $3.60K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $2.30K | 0.00% | +44 | New |
| Venturi Wealth Management, LLC | 32 | $1.67K | 0.00% | +32 | New |
| Creative Planning | 13 | $679 | 0.00% | +13 | New |
| Missouri Trust & Investment Co | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $314 | 0.00% | +1+20.0% | Added |
| Allworth Financial LP | 5 | $261 | 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 |
| Glassman Wealth Services | 3 | $157 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $104 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 2 | $104 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 1 | $53 | 0.00% | −1−50.0% | Reduced |
| 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 |
| 2Xideas AG | 0 | $0 | 0.00% | −265,523−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −64,472−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,634−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |