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, Q2 2023
Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 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
- 183
- +7 vs. Q1 2023
- Shares held
- 23.8M
- −7.70K (0.0%) vs. Q1 2023
- Total value
- $1.50B
- +$253.6M (+20.4%) vs. Q1 2023
- New holders
- 31
- 57 more added
- Sold out
- 24
- 58 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $126 | 0.00% | +1+100.0% | Added |
| Glassman Wealth Services | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $314 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 5 | $315 | 0.00% | −4−44.4% | Reduced |
| Allworth Financial LP | 5 | $315 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $315 | 0.00% | +1+25.0% | Added |
| Farther Finance Advisors, LLC | 9 | $566 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $755 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $1.26K | 0.00% | +20 | New |
| Venturi Wealth Management, LLC | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $2.08K | 0.00% | −36−52.2% | Reduced |
| Bogart Wealth, LLC | 44 | $2.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 125 | $7.86K | 0.00% | −2−1.6% | Reduced |
| Leonteq Securities AG | 175 | $11.0K | 0.00% | +42+31.6% | Added |
| Nisa Investment Advisors, LLC | 188 | $11.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 207 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 252 | $16.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 406 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 425 | $26.7K | 0.00% | +425 | New |
| First Horizon Advisors, Inc. | 476 | $29.9K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 600 | $37.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $37.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 602 | $37.9K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 831 | $52.3K | 0.00% | +831 | New |
| Signaturefd, LLC | 866 | $54.5K | 0.00% | +435+100.9% | Added |
| Tower Research Capital LLC (TRC) | 928 | $58.4K | 0.00% | +166+21.8% | Added |
| Aquatic Capital Management LLC | 1,000 | $63.0K | 0.00% | −1,000−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,034 | $65.0K | 0.00% | −76−6.8% | Reduced |
| Metropolitan Life Insurance Co | 1,181 | $74.3K | 0.00% | +1,181 | New |
| Harbor Investment Advisory, LLC | 1,548 | $97.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,781 | $112.0K | 0.00% | +392+28.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,335 | $146.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,526 | $159.0K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 2,775 | $174.5K | 0.02% | +600+27.6% | Added |
| State of Wyoming | 3,038 | $191.1K | 0.06% | +3,038 | New |
| Amalgamated Bank | 3,193 | $201.0K | 0.00% | +610+23.6% | Added |
| Grandeur Peak Global Advisors, LLC | 3,221 | $202.6K | 0.01% | −41,581−92.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,267 | $205.5K | 0.03% | +3,267 | New |
| Handelsbanken Fonder AB | 3,300 | $208.0K | 0.00% | +3,300 | New |
| CIBC Private Wealth Group, LLC | 3,425 | $215.4K | 0.00% | +3,425 | New |
| Global Retirement Partners, LLC | 3,670 | $230.8K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,792 | $238.5K | 0.09% | +3,792 | New |
| Prudent Man Advisors, LLC | 3,795 | $239.0K | 0.09% | +3,795 | New |
| Vestmark Advisory Solutions, Inc. | 4,078 | $256.5K | 0.01% | −46−1.1% | Reduced |
| Baird Financial Group, Inc. | 4,195 | $263.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 4,371 | $274.9K | 0.00% | +4,371 | New |
| Price T Rowe Associates Inc | 4,367 | $275.0K | 0.00% | +4,367 | New |
| Victory Capital Management Inc | 4,678 | $294.2K | 0.00% | −4−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,798 | $301.7K | 0.03% | +4,798 | New |
| Verdence Capital Advisors LLC | 4,918 | $309.3K | 0.04% | −600−10.9% | Reduced |
| Prelude Capital Management, LLC | 4,932 | $310.2K | 0.03% | +4,932 | New |
| Fred Alger Management, LLC | 4,996 | $314.2K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 5,103 | $320.9K | 0.11% | +5,103 | New |
| Janney Montgomery Scott LLC | 5,149 | $324.0K | 0.00% | +5,149 | New |
| Jane Street Group, LLC | 5,198 | $326.9K | 0.00% | −12,412−70.5% | Reduced |
| Mariner, LLC | 5,362 | $337.2K | 0.00% | −177−3.2% | Reduced |
| Jennison Associates LLC | 5,392 | $339.1K | 0.00% | +5,392 | New |
| Engineers Gate Manager LP | 5,478 | $344.5K | 0.01% | +5,478 | New |
| Baker Tilly Wealth Management, LLC | 5,605 | $352.5K | 0.04% | −339−5.7% | Reduced |
| Arizona State Retirement System | 5,908 | $371.6K | 0.00% | +87+1.5% | Added |
| Gsa Capital Partners LLP | 6,031 | $379.0K | 0.04% | +6,031 | New |
| State Board of Administration of Florida Retirement System | 6,122 | $385.0K | 0.00% | −1,570−20.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,944 | $392.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,413 | $403.3K | 0.01% | −35,482−84.7% | Reduced |
| Portside Wealth Group, LLC | 6,570 | $413.2K | 0.08% | +6,570 | New |
| Harbour Capital Advisors, LLC | 6,655 | $413.7K | 0.12% | +1,780+36.5% | Added |
| Great West Life Assurance Co | 6,892 | $436.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,957 | $437.5K | 0.00% | +5,981+612.8% | Added |
| Janney Capital Management LLC | 7,012 | $441.0K | 0.03% | −50−0.7% | Reduced |
| Cetera Advisor Networks LLC | 7,364 | $463.1K | 0.00% | −86−1.2% | Reduced |
| Janus Henderson Group PLC | 8,412 | $528.7K | 0.00% | −20.0% | Reduced |
| Voya Investment Management LLC | 8,454 | $531.7K | 0.00% | +1,018+13.7% | Added |
| Manufacturers Life Insurance Company, The | 8,767 | $551.4K | 0.00% | +713+8.9% | Added |
| Wolff Wiese Magana LLC | 8,873 | $558.0K | 0.43% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 8,962 | $563.6K | 0.08% | +8,962 | New |
| New York State Common Retirement Fund | 9,650 | $606.9K | 0.00% | −320−3.2% | Reduced |
| Logan Capital Management Inc | 10,000 | $628.9K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 10,044 | $631.6K | 0.00% | −522−4.9% | Reduced |
| American International Group, Inc. | 10,378 | $652.7K | 0.00% | +1,183+12.9% | Added |
| Citadel Advisors LLC | 10,407 | $654.5K | 0.00% | −85,856−89.2% | Reduced |
| Barclays PLC | 10,795 | $678.9K | 0.00% | −1,738−13.9% | Reduced |
| MetLife Investment Management | 11,399 | $716.9K | 0.01% | +1,636+16.8% | Added |
| G2 Investment Partners Management LLC | 11,863 | $746.1K | 0.18% | +11,863 | New |
| Dark Forest Capital Management LP | 12,230 | $769.1K | 0.08% | +12,230 | New |
| Deutsche Bank AG | 12,384 | $778.8K | 0.00% | −1,488−10.7% | Reduced |
| Toth Financial Advisory Corp | 13,865 | $872.0K | 0.13% | +13,865 | New |
| FMR LLC | 14,545 | $914.8K | 0.00% | +14,032+2,735.3% | Added |
| Panagora Asset Management Inc | 14,797 | $930.6K | 0.01% | +14,797 | New |
| Advisor Group Holdings, Inc. | 15,019 | $944.5K | 0.00% | −211−1.4% | Reduced |
| FourThought Financial Partners, LLC | 15,039 | $945.8K | 0.12% | −3,527−19.0% | Reduced |
| Equitable Trust Co | 15,421 | $969.8K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,832 | $995.7K | 0.00% | −404−2.5% | Reduced |
| Atria Investments LLC | 16,003 | $1.01M | 0.02% | +16,003 | New |
| Invesco Ltd. | 16,287 | $1.02M | 0.00% | +2,051+14.4% | Added |
| FJ Capital Management LLC | 16,363 | $1.03M | 0.13% | −541−3.2% | Reduced |