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, Q3 2023
Institutional positions in Goosehead Insurance, Inc. as of Sep 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
- 234
- +51 vs. Q2 2023
- Shares held
- 26.0M
- +2.19M (+9.2%) vs. Q2 2023
- Total value
- $1.94B
- +$438.8M (+29.3%) vs. Q2 2023
- New holders
- 70
- 66 more added
- Sold out
- 19
- 64 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Toronto Dominion Bank | 2 | $149 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $172 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $447 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 7 | $522 | 0.00% | +2+40.0% | Added |
| Farther Finance Advisors, LLC | 9 | $671 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $894 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 14 | $1.04K | 0.00% | +14 | New |
| Gradient Investments LLC | 16 | $1.19K | 0.00% | +16 | New |
| Venturi Wealth Management, LLC | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $2.46K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 39 | $2.91K | 0.00% | −10,368−99.6% | Reduced |
| Bessemer Group Inc | 36 | $3.00K | 0.00% | +36 | New |
| West Tower Group, LLC | 42 | $3.13K | 0.00% | +42 | New |
| Bogart Wealth, LLC | 44 | $3.28K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $5.96K | 0.00% | +80 | New |
| Parallel Advisors, LLC | 142 | $10.6K | 0.00% | +17+13.6% | Added |
| Iron Horse Wealth Management, LLC | 145 | $10.8K | 0.01% | +145 | New |
| Park Place Capital Corp | 207 | $15.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 256 | $19.1K | 0.01% | +256 | New |
| Nisa Investment Advisors, LLC | 348 | $25.9K | 0.00% | +160+85.1% | Added |
| GW&K Investment Management, LLC | 406 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 425 | $31.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 500 | $37.0K | 0.01% | +500 | New |
| Tower Research Capital LLC (TRC) | 557 | $41.5K | 0.00% | −371−40.0% | Reduced |
| Arcadia Investment Management Corp | 600 | $44.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 602 | $44.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 608 | $45.3K | 0.00% | +132+27.7% | Added |
| Signaturefd, LLC | 1,116 | $83.2K | 0.00% | +250+28.9% | Added |
| The PNC Financial Services Group, Inc. | 1,229 | $91.6K | 0.00% | +195+18.9% | Added |
| Metropolitan Life Insurance Co | 1,243 | $92.6K | 0.00% | +62+5.2% | Added |
| Harbor Investment Advisory, LLC | 1,330 | $99.1K | 0.01% | −218−14.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 1,727 | $128.7K | 0.01% | −1,494−46.4% | Reduced |
| Cubist Systematic Strategies, LLC | 1,981 | $147.6K | 0.00% | +1,981 | New |
| Ameritas Investment Partners, Inc. | 2,142 | $159.6K | 0.01% | +361+20.3% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $188.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,688 | $200.3K | 0.00% | +2,688 | New |
| Brinker Capital Investments, LLC | 2,732 | $203.6K | 0.00% | +2,732 | New |
| Orion Portfolio Solutions, LLC | 2,732 | $203.6K | 0.00% | +2,732 | New |
| BloombergSen Inc. | 2,775 | $206.8K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,070 | $229.0K | 0.02% | +3,070 | New |
| CIBC Private Wealth Group, LLC | 3,079 | $229.5K | 0.00% | −346−10.1% | Reduced |
| Prelude Capital Management, LLC | 3,235 | $241.1K | 0.02% | −1,697−34.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,267 | $243.5K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 3,279 | $244.4K | 0.05% | +241+7.9% | Added |
| Handelsbanken Fonder AB | 3,300 | $246.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,334 | $248.5K | 0.00% | +3,334 | New |
| Janney Montgomery Scott LLC | 3,387 | $252.0K | 0.00% | −1,762−34.2% | Reduced |
| Global Retirement Partners, LLC | 3,670 | $263.6K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,689 | $274.9K | 0.11% | −106−2.8% | Reduced |
| PEAK6 Investments LLC | 3,705 | $276.1K | 0.01% | +3,705 | New |
| Bayesian Capital Management, LP | 3,707 | $276.3K | 0.03% | +3,707 | New |
| Alliance Wealth Advisors, LLC | 3,799 | $283.1K | 0.10% | +7+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,919 | $292.1K | 0.00% | +1,584+67.8% | Added |
| Bank of Montreal | 4,038 | $292.2K | 0.00% | −20,876−83.8% | Reduced |
| Trexquant Investment LP | 3,953 | $294.6K | 0.01% | +3,953 | New |
| Raymond James & Associates | 3,977 | $296.4K | 0.00% | −394−9.0% | Reduced |
| Capstone Investment Advisors, LLC | 3,997 | $297.9K | 0.01% | +3,997 | New |
| AQR Capital Management LLC | 4,034 | $300.7K | 0.00% | +4,034 | New |
| Winton Group Ltd | 4,087 | $304.6K | 0.03% | +4,087 | New |
| Baird Financial Group, Inc. | 4,216 | $314.2K | 0.00% | +21+0.5% | Added |
| Man Group plc | – | $320.5K | 0.00% | – | New |
| Baker Tilly Wealth Management, LLC | 4,411 | $328.8K | 0.05% | −1,194−21.3% | Reduced |
| Precision Wealth Strategies, LLC | 4,528 | $337.5K | 0.37% | +4,528 | New |
| Price T Rowe Associates Inc | 4,935 | $368.0K | 0.00% | +568+13.0% | Added |
| Fred Alger Management, LLC | 4,996 | $372.4K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,145 | $383.5K | 0.05% | +5,145 | New |
| Mariner, LLC | 5,284 | $393.8K | 0.00% | −78−1.5% | Reduced |
| Verdence Capital Advisors LLC | 5,287 | $394.0K | 0.04% | +369+7.5% | Added |
| Omers Administration Corp | 5,400 | $402.5K | 0.01% | +5,400 | New |
| FORA Capital, LLC | 5,573 | $415.4K | 0.04% | +5,573 | New |
| Janney Capital Management LLC | 5,624 | $419.0K | 0.03% | −1,388−19.8% | Reduced |
| Nebula Research & Development LLC | 5,778 | $430.6K | 0.23% | +5,778 | New |
| Arizona State Retirement System | 6,122 | $456.3K | 0.00% | +214+3.6% | Added |
| State Board of Administration of Florida Retirement System | 6,152 | $458.5K | 0.00% | +30+0.5% | Added |
| TD Waterhouse Canada Inc. | 5,944 | $462.8K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6,234 | $464.6K | 0.15% | +6,234 | New |
| Norden Group LLC | 6,234 | $464.6K | 0.15% | +6,234 | New |
| Portside Wealth Group, LLC | 6,283 | $468.0K | 0.09% | −287−4.4% | Reduced |
| Verition Fund Management LLC | 6,315 | $470.7K | 0.01% | +6,315 | New |
| Teachers Retirement System of the State of Kentucky | 6,635 | $494.0K | 0.01% | +6,635 | New |
| SG Americas Securities, LLC | 6,625 | $494.0K | 0.01% | +6,625 | New |
| Harbour Capital Advisors, LLC | 6,655 | $496.0K | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 6,768 | $504.4K | 0.00% | −28,472−80.8% | Reduced |
| Jennison Associates LLC | 6,792 | $506.2K | 0.00% | +1,400+26.0% | Added |
| ExodusPoint Capital Management, LP | 7,036 | $524.0K | 0.01% | +7,036 | New |
| Oregon Public Employees Retirement Fund | 7,076 | $527.4K | 0.01% | +7,076 | New |
| Cetera Advisor Networks LLC | 7,525 | $560.8K | 0.00% | +161+2.2% | Added |
| Victory Capital Management Inc | 7,771 | $579.2K | 0.00% | +3,093+66.1% | Added |
| Virtu Financial LLC | 7,989 | $595.0K | 0.06% | +7,989 | New |
| Sheets Smith Wealth Management | 8,392 | $625.5K | 0.10% | −570−6.4% | Reduced |
| Janus Henderson Group PLC | 8,421 | $627.3K | 0.00% | +9+0.1% | Added |