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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.

Institutional holdersQ3 2023: 234 institutions
Q1 2021: 193 institutionsQ2 2021: 174 institutionsQ3 2021: 183 institutionsQ4 2021: 189 institutionsQ1 2022: 180 institutionsQ2 2022: 169 institutionsQ3 2022: 162 institutionsQ4 2022: 169 institutionsQ1 2023: 176 institutionsQ2 2023: 183 institutionsQ3 2023: 234 institutionsQ4 2023: 251 institutionsQ1 2024: 233 institutionsQ2 2024: 212 institutionsQ3 2024: 231 institutionsQ4 2024: 267 institutionsQ1 2025: 286 institutionsQ2 2025: 276 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 218 institutionsQ2 2026: 230 institutions
Value heldQ3 2023: $1.94B
Q1 2021: $1.87BQ2 2021: $2.39BQ3 2021: $3.06BQ4 2021: $2.66BQ1 2022: $1.58BQ2 2022: $1.01BQ3 2022: $798.2MQ4 2022: $791.2MQ1 2023: $1.25BQ2 2023: $1.50BQ3 2023: $1.94BQ4 2023: $1.90BQ1 2024: $1.74BQ2 2024: $1.55BQ3 2024: $2.36BQ4 2024: $2.82BQ1 2025: $3.09BQ2 2025: $2.89BQ3 2025: $2.01BQ4 2025: $2.01BQ1 2026: $1.15BQ2 2026: $1.26B
Institutions holding GSHD and their total value by quarter
QuarterHoldersValue
Q2 2026230$1.26B
Q1 2026218$1.15B
Q4 2025265$2.01B
Q3 2025262$2.01B
Q2 2025276$2.89B
Q1 2025286$3.09B
Q4 2024267$2.82B
Q3 2024231$2.36B
Q2 2024212$1.55B
Q1 2024233$1.74B
Q4 2023251$1.90B
Q3 2023234$1.94B
Q2 2023183$1.50B
Q1 2023176$1.25B
Q4 2022169$791.2M
Q3 2022162$798.2M
Q2 2022169$1.01B
Q1 2022180$1.58B
Q4 2021189$2.66B
Q3 2021183$3.06B
Q2 2021174$2.39B
Q1 2021193$1.87B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2023.

Institutions holding GSHD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Research Inc8,541$636.6K0.09%+8,541New
Voloridge Investment Management, LLC8,618$642.3K0.00%−23,315−73.0%Reduced
Wolff Wiese Magana LLC8,739$651.3K0.53%−134−1.5%Reduced
State of Tennessee, Treasury Department8,750$652.1K0.00%+8,750New
Maryland State Retirement & Pension System8,803$656.1K0.02%+8,803New
Citigroup Inc9,105$678.6K0.00%+2,148+30.9%Added
UBS Group AG9,282$691.8K0.00%−12,650−57.7%Reduced
New York State Common Retirement Fund9,501$708.1K0.00%−149−1.5%Reduced
Quadrature Capital Ltd9,525$709.2K0.01%+9,525New
Logan Capital Management Inc10,000$745.3K0.04%00.0%Unchanged
M&T Bank Corp10,131$754.8K0.00%+87+0.9%Added
Amalgamated Bank10,143$756.0K0.01%+6,950+217.7%Added
Engineers Gate Manager LP10,152$756.6K0.03%+4,674+85.3%Added
Quantbot Technologies LP10,220$761.7K0.05%+10,220New
Federated Hermes, Inc.10,683$796.2K0.00%+10,683New
Manufacturers Life Insurance Company, The10,839$807.8K0.00%+2,072+23.6%Added
STRS Ohio11,400$849.0K0.00%+11,400New
MetLife Investment Management11,399$849.6K0.01%00.0%Unchanged
Comerica Bank11,633$867.0K0.00%+11,633New
Yousif Capital Management, LLC11,802$879.6K0.01%+11,802New
American International Group, Inc.11,944$890.2K0.01%+1,566+15.1%Added
Louisiana State Employees Retirement System12,200$909.3K0.02%+12,200New
Wakefield Asset Management LLLP12,368$921.8K0.42%+12,368New
EFG Asset Management (North America) Corp.12,519$932.5K0.22%+12,519New
B. Metzler seel. Sohn & Co. AG12,645$942.4K0.01%−19,891−61.1%Reduced
Susquehanna International Group, LLP12,805$954.4K0.00%−5,322−29.4%Reduced
New York State Teachers Retirement System13,453$1.00M0.00%+13,453New
Equitable Trust Co13,463$1.00M0.08%−1,958−12.7%Reduced
FourThought Financial Partners, LLC13,565$1.01M0.14%−1,474−9.8%Reduced
Deutsche Bank AG13,702$1.02M0.00%+1,318+10.6%Added
NBC Securities, Inc.13,766$1.02M0.11%+13,766New
Toth Financial Advisory Corp13,865$1.03M0.16%00.0%Unchanged
FJ Capital Management LLC14,027$1.05M0.12%−2,336−14.3%Reduced
Raymond James Financial Services Advisors, Inc.14,065$1.05M0.00%+14,065New
Panagora Asset Management Inc14,603$1.09M0.01%−194−1.3%Reduced
Two Sigma Investments, LP14,700$1.10M0.00%−23,446−61.5%Reduced
State of Alaska, Department of Revenue14,880$1.11M0.01%+14,880New
Ewing Morris & Co. Investment Partners Ltd.15,000$1.12M0.90%+15,000New
Ghisallo Capital Management LLC15,300$1.14M0.12%+15,300New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys15,978$1.19M0.01%+15,978New
Voya Investment Management LLC16,009$1.19M0.00%+7,555+89.4%Added
Atria Investments LLC16,009$1.19M0.02%+60.0%Added
Neuberger Berman Group LLC16,518$1.23M0.00%+686+4.3%Added
Squarepoint Ops LLC17,478$1.30M0.01%+17,478New
US Bancorp18,211$1.36M0.00%+976+5.7%Added
D. E. Shaw & Co., Inc.18,692$1.39M0.00%−74,972−80.0%Reduced
Credit Suisse AG19,058$1.42M0.00%−955−4.8%Reduced
Texas Permanent School Fund20,294$1.51M0.01%+20,294New
Advisor Group Holdings, Inc.20,547$1.53M0.00%+5,528+36.8%Added
BNP Paribas Arbitrage, SA20,886$1.56M0.00%−9,179−30.5%Reduced
ClariVest Asset Management LLC20,981$1.56M0.09%+20,981New
Gsa Capital Partners LLP22,068$1.65M0.14%+16,037+265.9%Added
Pier 88 Investment Partners LLC22,365$1.67M0.42%−1,430−6.0%Reduced
PFS Partners, LLC23,268$1.73M1.53%00.0%Unchanged
California State Teachers Retirement System23,772$1.77M0.00%−1,909−7.4%Reduced
Alliancebernstein L.P.24,697$1.84M0.00%+4,337+21.3%Added
Thrivent Financial for Lutherans24,914$1.86M0.00%+24,914New
Dark Forest Capital Management LP25,509$1.90M0.16%+13,279+108.6%Added
UBS Asset Management Americas Inc26,458$1.97M0.00%+6,002+29.3%Added
Great West Life Assurance Co27,053$2.01M0.00%+20,161+292.5%Added
Amundi30,000$2.08M0.00%+30,000New
JPMorgan Chase & Co28,427$2.12M0.00%−3,453−10.8%Reduced
Qube Research & Technologies Ltd29,475$2.20M0.01%+29,475New
Public Sector Pension Investment Board29,539$2.20M0.02%+29,539New
Algert Global LLC29,831$2.22M0.10%−1,773−5.6%Reduced
Stifel Financial Corp29,916$2.23M0.00%+40.0%Added
CWM, LLC31,975$2.38M0.01%+31,723+12,588.5%Added
Select Equity Group, L.P.32,290$2.41M0.01%00.0%Unchanged
Prudential Financial Inc33,643$2.51M0.00%+9,390+38.7%Added
Oppenheimer Asset Management Inc.34,340$2.56M0.04%−1,798−5.0%Reduced
EAM Investors, LLC35,558$2.65M0.51%+35,558New
Daiwa Securities Group Inc.37,625$2.80M0.02%−9,200−19.6%Reduced
Penserra Capital Management LLC42,772$3.19M0.07%+42,772New
TownSquare Capital, LLC44,069$3.28M0.06%−1,996−4.3%Reduced
EAM Global Investors LLC46,510$3.47M0.94%+46,510New
Swiss National Bank47,300$3.53M0.00%+1,500+3.3%Added
Envestnet Asset Management Inc48,509$3.62M0.00%+8,277+20.6%Added
Natixis Advisors, L.P.49,836$3.71M0.01%+2,268+4.8%Added
Blair William & Co50,901$3.79M0.01%−1,243−2.4%Reduced
Public Employees Retirement System of Ohio52,159$3.89M0.02%−2,697−4.9%Reduced
Point72 Asset Management, L.P.53,542$3.99M0.01%+16,334+43.9%Added
Mutual of America Capital Management LLC59,444$4.43M0.05%+903+1.5%Added
Legal & General Group Plc63,047$4.70M0.00%+45,587+261.1%Added
Lord, Abbett & Co. LLC63,985$4.77M0.02%+63,985New
Jacobs Levy Equity Management, Inc67,218$5.01M0.03%+67,218New
Rhumbline Advisers67,401$5.02M0.01%+38,392+132.3%Added
Invesco Ltd.67,723$5.05M0.00%+51,436+315.8%Added
FMR LLC70,292$5.24M0.00%+55,747+383.3%Added
Granahan Investment Management Inc74,186$5.53M0.20%+5,137+7.4%Added
Segall Bryant & Hamill, LLC83,629$6.23M0.07%−531−0.6%Reduced
Bank of America Corp85,086$6.34M0.00%+14,815+21.1%Added
Royal Bank of Canada85,754$6.39M0.00%−1,106−1.3%Reduced
Schroder Investment Management Group88,611$6.60M0.01%−9,918−10.1%Reduced
Motley Fool Wealth Management, LLC99,096$7.34M0.42%−232−0.2%Reduced
Motley Fool Asset Management LLC101,733$7.58M0.61%−418−0.4%Reduced
Russell Investments Group, Ltd.102,858$7.67M0.02%+4,667+4.8%Added
Jane Street Group, LLC113,050$8.43M0.01%+107,852+2,074.9%Added
State of Wisconsin Investment Board113,153$8.43M0.03%−1,961−1.7%Reduced
King Luther Capital Management Corp123,561$9.21M0.05%−6,654−5.1%Reduced
Principal Financial Group Inc127,481$9.50M0.01%+127,481New