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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 14,065 | $1.05M | 0.00% | +14,065 | New |
| FJ Capital Management LLC | 14,027 | $1.05M | 0.12% | −2,336−14.3% | Reduced |
| Toth Financial Advisory Corp | 13,865 | $1.03M | 0.16% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13,766 | $1.02M | 0.11% | +13,766 | New |
| Deutsche Bank AG | 13,702 | $1.02M | 0.00% | +1,318+10.6% | Added |
| FourThought Financial Partners, LLC | 13,565 | $1.01M | 0.14% | −1,474−9.8% | Reduced |
| Equitable Trust Co | 13,463 | $1.00M | 0.08% | −1,958−12.7% | Reduced |
| New York State Teachers Retirement System | 13,453 | $1.00M | 0.00% | +13,453 | New |
| Susquehanna International Group, LLP | 12,805 | $954.4K | 0.00% | −5,322−29.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,645 | $942.4K | 0.01% | −19,891−61.1% | Reduced |
| EFG Asset Management (North America) Corp. | 12,519 | $932.5K | 0.22% | +12,519 | New |
| Wakefield Asset Management LLLP | 12,368 | $921.8K | 0.42% | +12,368 | New |
| Louisiana State Employees Retirement System | 12,200 | $909.3K | 0.02% | +12,200 | New |
| American International Group, Inc. | 11,944 | $890.2K | 0.01% | +1,566+15.1% | Added |
| Yousif Capital Management, LLC | 11,802 | $879.6K | 0.01% | +11,802 | New |
| Comerica Bank | 11,633 | $867.0K | 0.00% | +11,633 | New |
| MetLife Investment Management | 11,399 | $849.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 11,400 | $849.0K | 0.00% | +11,400 | New |
| Manufacturers Life Insurance Company, The | 10,839 | $807.8K | 0.00% | +2,072+23.6% | Added |
| Federated Hermes, Inc. | 10,683 | $796.2K | 0.00% | +10,683 | New |
| Quantbot Technologies LP | 10,220 | $761.7K | 0.05% | +10,220 | New |
| Engineers Gate Manager LP | 10,152 | $756.6K | 0.03% | +4,674+85.3% | Added |
| Amalgamated Bank | 10,143 | $756.0K | 0.01% | +6,950+217.7% | Added |
| M&T Bank Corp | 10,131 | $754.8K | 0.00% | +87+0.9% | Added |
| Logan Capital Management Inc | 10,000 | $745.3K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,525 | $709.2K | 0.01% | +9,525 | New |
| New York State Common Retirement Fund | 9,501 | $708.1K | 0.00% | −149−1.5% | Reduced |
| UBS Group AG | 9,282 | $691.8K | 0.00% | −12,650−57.7% | Reduced |
| Citigroup Inc | 9,105 | $678.6K | 0.00% | +2,148+30.9% | Added |
| Maryland State Retirement & Pension System | 8,803 | $656.1K | 0.02% | +8,803 | New |
| State of Tennessee, Treasury Department | 8,750 | $652.1K | 0.00% | +8,750 | New |
| Wolff Wiese Magana LLC | 8,739 | $651.3K | 0.53% | −134−1.5% | Reduced |
| Voloridge Investment Management, LLC | 8,618 | $642.3K | 0.00% | −23,315−73.0% | Reduced |
| Advisory Research Inc | 8,541 | $636.6K | 0.09% | +8,541 | New |
| Janus Henderson Group PLC | 8,421 | $627.3K | 0.00% | +9+0.1% | Added |
| Sheets Smith Wealth Management | 8,392 | $625.5K | 0.10% | −570−6.4% | Reduced |
| Virtu Financial LLC | 7,989 | $595.0K | 0.06% | +7,989 | New |
| Victory Capital Management Inc | 7,771 | $579.2K | 0.00% | +3,093+66.1% | Added |
| Cetera Advisor Networks LLC | 7,525 | $560.8K | 0.00% | +161+2.2% | Added |
| Oregon Public Employees Retirement Fund | 7,076 | $527.4K | 0.01% | +7,076 | New |
| ExodusPoint Capital Management, LP | 7,036 | $524.0K | 0.01% | +7,036 | New |
| Jennison Associates LLC | 6,792 | $506.2K | 0.00% | +1,400+26.0% | Added |
| Millennium Management LLC | 6,768 | $504.4K | 0.00% | −28,472−80.8% | Reduced |
| Harbour Capital Advisors, LLC | 6,655 | $496.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Verition Fund Management LLC | 6,315 | $470.7K | 0.01% | +6,315 | New |
| Portside Wealth Group, LLC | 6,283 | $468.0K | 0.09% | −287−4.4% | Reduced |
| 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 |
| TD Waterhouse Canada Inc. | 5,944 | $462.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,152 | $458.5K | 0.00% | +30+0.5% | Added |
| Arizona State Retirement System | 6,122 | $456.3K | 0.00% | +214+3.6% | Added |
| Nebula Research & Development LLC | 5,778 | $430.6K | 0.23% | +5,778 | New |
| Janney Capital Management LLC | 5,624 | $419.0K | 0.03% | −1,388−19.8% | Reduced |
| FORA Capital, LLC | 5,573 | $415.4K | 0.04% | +5,573 | New |
| Omers Administration Corp | 5,400 | $402.5K | 0.01% | +5,400 | New |
| Verdence Capital Advisors LLC | 5,287 | $394.0K | 0.04% | +369+7.5% | Added |
| Mariner, LLC | 5,284 | $393.8K | 0.00% | −78−1.5% | Reduced |
| CenterBook Partners LP | 5,145 | $383.5K | 0.05% | +5,145 | New |
| Fred Alger Management, LLC | 4,996 | $372.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,935 | $368.0K | 0.00% | +568+13.0% | Added |
| Precision Wealth Strategies, LLC | 4,528 | $337.5K | 0.37% | +4,528 | New |
| Baker Tilly Wealth Management, LLC | 4,411 | $328.8K | 0.05% | −1,194−21.3% | Reduced |
| Man Group plc | – | $320.5K | 0.00% | – | New |
| Baird Financial Group, Inc. | 4,216 | $314.2K | 0.00% | +21+0.5% | Added |
| Winton Group Ltd | 4,087 | $304.6K | 0.03% | +4,087 | New |
| AQR Capital Management LLC | 4,034 | $300.7K | 0.00% | +4,034 | New |
| Capstone Investment Advisors, LLC | 3,997 | $297.9K | 0.01% | +3,997 | New |
| Raymond James & Associates | 3,977 | $296.4K | 0.00% | −394−9.0% | Reduced |
| Trexquant Investment LP | 3,953 | $294.6K | 0.01% | +3,953 | New |
| Bank of Montreal | 4,038 | $292.2K | 0.00% | −20,876−83.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,919 | $292.1K | 0.00% | +1,584+67.8% | Added |
| Alliance Wealth Advisors, LLC | 3,799 | $283.1K | 0.10% | +7+0.2% | Added |
| Bayesian Capital Management, LP | 3,707 | $276.3K | 0.03% | +3,707 | New |
| PEAK6 Investments LLC | 3,705 | $276.1K | 0.01% | +3,705 | New |
| Prudent Man Advisors, LLC | 3,689 | $274.9K | 0.11% | −106−2.8% | Reduced |
| Global Retirement Partners, LLC | 3,670 | $263.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,387 | $252.0K | 0.00% | −1,762−34.2% | Reduced |
| ProShare Advisors LLC | 3,334 | $248.5K | 0.00% | +3,334 | New |
| Handelsbanken Fonder AB | 3,300 | $246.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,279 | $244.4K | 0.05% | +241+7.9% | Added |
| SYSTM Wealth Solutions LLC | 3,267 | $243.5K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,235 | $241.1K | 0.02% | −1,697−34.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,079 | $229.5K | 0.00% | −346−10.1% | Reduced |
| Everence Capital Management Inc | 3,070 | $229.0K | 0.02% | +3,070 | New |
| BloombergSen Inc. | 2,775 | $206.8K | 0.02% | 00.0% | Unchanged |
| 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 |
| Pictet Asset Management Holding SA | 2,688 | $200.3K | 0.00% | +2,688 | New |
| Public Employees Retirement Association of Colorado | 2,526 | $188.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,142 | $159.6K | 0.01% | +361+20.3% | Added |
| Cubist Systematic Strategies, LLC | 1,981 | $147.6K | 0.00% | +1,981 | New |
| Grandeur Peak Global Advisors, LLC | 1,727 | $128.7K | 0.01% | −1,494−46.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,330 | $99.1K | 0.01% | −218−14.1% | Reduced |
| Metropolitan Life Insurance Co | 1,243 | $92.6K | 0.00% | +62+5.2% | Added |
| The PNC Financial Services Group, Inc. | 1,229 | $91.6K | 0.00% | +195+18.9% | Added |
| Signaturefd, LLC | 1,116 | $83.2K | 0.00% | +250+28.9% | Added |
| First Horizon Advisors, Inc. | 608 | $45.3K | 0.00% | +132+27.7% | Added |
| Fifth Third Bancorp | 602 | $44.9K | 0.00% | 00.0% | Unchanged |