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, Q4 2023
Institutional positions in Goosehead Insurance, Inc. as of Dec 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
- 251
- +18 vs. Q3 2023
- Shares held
- 25.2M
- −754.4K (−2.9%) vs. Q3 2023
- Total value
- $1.90B
- −$36.4M (−1.9%) vs. Q3 2023
- New holders
- 45
- 84 more added
- Sold out
- 27
- 82 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $152 | 0.00% | +2 | New |
| Glassman Wealth Services | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $228 | 0.00% | +3 | New |
| Colonial Trust Advisors | 4 | $303 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $455 | 0.00% | −1−14.3% | Reduced |
| Coppell Advisory Solutions LLC | 7 | $531 | 0.00% | +2+40.0% | Added |
| Farther Finance Advisors, LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $985 | 0.00% | +13 | New |
| Allworth Financial LP | 13 | $986 | 0.00% | +8+160.0% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $1.06K | 0.00% | +14 | New |
| Gradient Investments LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $2.00K | 0.00% | +13+86.7% | Added |
| Venturi Wealth Management, LLC | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $2.88K | 0.00% | +38 | New |
| Crewe Advisors LLC | 38 | $2.88K | 0.00% | +38 | New |
| Bessemer Group Inc | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $3.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 63 | $4.78K | 0.00% | +63 | New |
| Smartleaf Asset Management LLC | 70 | $5.40K | 0.00% | +70 | New |
| West Paces Advisors Inc. | 73 | $5.53K | 0.00% | +73 | New |
| Hillsdale Investment Management Inc. | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 102 | $7.87K | 0.00% | +102 | New |
| Quadrant Capital Group LLC | 125 | $9.47K | 0.00% | +120+2,400.0% | Added |
| Parallel Advisors, LLC | 127 | $9.63K | 0.00% | −15−10.6% | Reduced |
| SYSTM Wealth Solutions LLC | 146 | $11.1K | 0.00% | −3,121−95.5% | Reduced |
| Park Place Capital Corp | 158 | $12.0K | 0.00% | −49−23.7% | Reduced |
| Nisa Investment Advisors, LLC | 188 | $14.3K | 0.00% | −160−46.0% | Reduced |
| LM Advisors LLC | 189 | $14.3K | 0.00% | +189 | New |
| GW&K Investment Management, LLC | 201 | $15.0K | 0.00% | −205−50.5% | Reduced |
| Planning Capital Management Corp | 247 | $18.7K | 0.01% | +247 | New |
| USA Financial Portformulas Corp | 327 | $24.8K | 0.00% | +321+5,350.0% | Added |
| Cullen/Frost Bankers, Inc. | 425 | $32.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 464 | $35.0K | 0.00% | +464 | New |
| Harvest Fund Management Co., Ltd | 500 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 608 | $46.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 616 | $46.7K | 0.00% | +14+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 889 | $67.4K | 0.00% | +889 | New |
| Signaturefd, LLC | 1,139 | $86.3K | 0.00% | +23+2.1% | Added |
| Metropolitan Life Insurance Co | 1,243 | $94.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,330 | $100.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,394 | $105.7K | 0.00% | +165+13.4% | Added |
| Advisory Services Network, LLC | 1,512 | $114.6K | 0.00% | +1,512 | New |
| Simplex Trading, LLC | 1,583 | $119.0K | 0.00% | +1,583 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $151.6K | 0.00% | +2,000 | New |
| BloombergSen Inc. | 2,105 | $159.6K | 0.01% | −670−24.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,142 | $162.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,526 | $191.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 2,694 | $204.2K | 0.00% | +2,694 | New |
| CIBC Private Wealth Group, LLC | 2,800 | $212.2K | 0.00% | −279−9.1% | Reduced |
| Aigen Investment Management, LP | 2,857 | $216.6K | 0.04% | +2,857 | New |
| Clare Market Investments LLC | 3,000 | $227.4K | 0.08% | +3,000 | New |
| Everence Capital Management Inc | 3,070 | $233.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,080 | $233.5K | 0.01% | +3,080 | New |
| Contravisory Investment Management, Inc. | 3,198 | $242.4K | 0.06% | +2,942+1,149.2% | Added |
| Handelsbanken Fonder AB | 3,300 | $250.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,299 | $250.1K | 0.09% | −390−10.6% | Reduced |
| Graham Capital Management, L.P. | 3,334 | $252.7K | 0.01% | +3,334 | New |
| Citadel Advisors LLC | 3,363 | $254.9K | 0.00% | +3,324+8,523.1% | Added |
| Janney Montgomery Scott LLC | 3,370 | $255.0K | 0.00% | −17−0.5% | Reduced |
| MML Investors Services, LLC | 3,500 | $265.0K | 0.00% | +3,500 | New |
| Prelude Capital Management, LLC | 3,590 | $272.1K | 0.02% | +355+11.0% | Added |
| Global Retirement Partners, LLC | 3,715 | $272.8K | 0.01% | +45+1.2% | Added |
| Versor Investments LP | 3,612 | $273.8K | 0.06% | +3,612 | New |
| Gotham Asset Management, LLC | 3,902 | $295.8K | 0.01% | +3,902 | New |
| Alliance Wealth Advisors, LLC | 3,904 | $295.9K | 0.10% | +105+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,945 | $299.0K | 0.00% | +26+0.7% | Added |
| Axq Capital, LP | 4,096 | $310.5K | 0.08% | +4,096 | New |
| ProShare Advisors LLC | 4,110 | $311.5K | 0.00% | +776+23.3% | Added |
| Baird Financial Group, Inc. | 4,195 | $318.0K | 0.00% | −21−0.5% | Reduced |
| State of Wyoming | 4,199 | $318.3K | 0.06% | +920+28.1% | Added |
| Winton Group Ltd | 4,244 | $321.7K | 0.02% | +157+3.8% | Added |
| AQR Capital Management LLC | 4,453 | $337.5K | 0.00% | +419+10.4% | Added |
| Lazard Asset Management LLC | 4,476 | $339.0K | 0.00% | +4,476 | New |
| Precision Wealth Strategies, LLC | 4,623 | $350.4K | 0.34% | +95+2.1% | Added |
| Raymond James & Associates | 4,672 | $354.1K | 0.00% | +695+17.5% | Added |
| Trust Point Inc. | 4,790 | $363.1K | 0.03% | +4,790 | New |
| Cubist Systematic Strategies, LLC | 4,853 | $367.9K | 0.00% | +2,872+145.0% | Added |
| Fred Alger Management, LLC | 4,996 | $378.7K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,000 | $379.0K | 0.06% | +589+13.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,276 | $399.9K | 0.00% | −10,702−67.0% | Reduced |
| Point72 Asset Management, L.P. | 5,300 | $401.7K | 0.00% | −48,242−90.1% | Reduced |
| Price T Rowe Associates Inc | 5,375 | $408.0K | 0.00% | +440+8.9% | Added |
| Teacher Retirement System of Texas | 5,533 | $419.0K | 0.00% | +5,533 | New |
| Verdence Capital Advisors LLC | 5,529 | $419.1K | 0.04% | +242+4.6% | Added |
| Mariner, LLC | 5,547 | $420.5K | 0.00% | +263+5.0% | Added |
| Penserra Capital Management LLC | 5,635 | $427.0K | 0.01% | −37,137−86.8% | Reduced |
| Norden Group LLC | 5,669 | $429.7K | 0.07% | −565−9.1% | Reduced |
| Squarepoint Ops LLC | 5,738 | $434.9K | 0.00% | −11,740−67.2% | Reduced |
| Janney Capital Management LLC | 5,805 | $440.0K | 0.03% | +181+3.2% | Added |
| TD Waterhouse Canada Inc. | 5,944 | $444.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,013 | $455.8K | 0.00% | −109−1.8% | Reduced |
| Jump Financial, LLC | 6,057 | $459.1K | 0.01% | +6,057 | New |