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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, 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.

Institutional holdersQ4 2023: 251 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 heldQ4 2023: $1.90B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2023.

Institutions holding GSHD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State Board of Administration of Florida Retirement System6,152$466.3K0.00%00.0%Unchanged
Cornercap Investment Counsel Inc6,404$485.4K0.08%+6,404New
Vident Advisory, LLC6,611$501.1K0.01%+6,611New
Teachers Retirement System of the State of Kentucky6,635$503.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)6,752$511.8K0.01%+6,195+1,112.2%Added
Wolff Wiese Magana LLC6,875$521.1K0.50%−1,864−21.3%Reduced
Portside Wealth Group, LLC6,929$525.2K0.10%+646+10.3%Added
Jennison Associates LLC7,175$543.9K0.00%+383+5.6%Added
Oregon Public Employees Retirement Fund7,176$543.9K0.01%+100+1.4%Added
Harbour Capital Advisors, LLC8,030$561.2K0.15%+1,375+20.7%Added
Cetera Advisor Networks LLC7,460$565.5K0.00%−65−0.9%Reduced
Quantbot Technologies LP7,480$567.0K0.03%−2,740−26.8%Reduced
Victory Capital Management Inc7,484$567.3K0.00%−287−3.7%Reduced
Boothbay Fund Management, LLC7,524$570.3K0.02%+7,524New
New York State Common Retirement Fund7,600$576.1K0.00%−1,901−20.0%Reduced
Alberta Investment Management Corp7,894$598.4K0.01%+7,894New
Sheets Smith Wealth Management8,481$642.9K0.09%+89+1.1%Added
Bank of Montreal8,652$671.6K0.00%+4,614+114.3%Added
Maryland State Retirement & Pension System8,903$674.8K0.01%+100+1.1%Added
HRT Financial LP9,278$703.0K0.01%+9,278New
Federated Hermes, Inc.9,527$722.1K0.00%−1,156−10.8%Reduced
NBC Securities, Inc.9,822$744.0K0.08%−3,944−28.7%Reduced
Logan Capital Management Inc10,000$758.0K0.04%00.0%Unchanged
Amalgamated Bank10,012$759.0K0.01%−131−1.3%Reduced
M&T Bank Corp10,094$765.1K0.00%−37−0.4%Reduced
Equitable Trust Co10,209$773.8K0.06%−3,254−24.2%Reduced
Janus Henderson Group PLC10,267$777.9K0.00%+1,846+21.9%Added
Susquehanna International Group, LLP10,310$781.5K0.00%−2,495−19.5%Reduced
Manufacturers Life Insurance Company, The10,496$795.6K0.00%−343−3.2%Reduced
B. Metzler seel. Sohn & Co. AG10,798$818.5K0.01%−1,847−14.6%Reduced
Engineers Gate Manager LP10,895$825.8K0.02%+743+7.3%Added
STRS Ohio10,900$826.0K0.00%−500−4.4%Reduced
MetLife Investment Management11,399$864.0K0.01%00.0%Unchanged
American International Group, Inc.11,866$899.4K0.00%−78−0.7%Reduced
Comerica Bank11,869$899.7K0.00%+236+2.0%Added
Louisiana State Employees Retirement System12,200$924.8K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.12,564$952.3K0.00%−7,983−38.9%Reduced
FourThought Financial Partners, LLC12,791$969.6K0.12%−774−5.7%Reduced
Advisory Research Inc12,898$977.7K0.15%+4,357+51.0%Added
Jackson Creek Investment Advisors LLC13,072$991.0K0.38%+13,072New
Yousif Capital Management, LLC13,186$999.5K0.01%+1,384+11.7%Added
New York State Teachers Retirement System13,453$1.02M0.00%00.0%Unchanged
Deutsche Bank AG13,497$1.02M0.00%−205−1.5%Reduced
Wakefield Asset Management LLLP13,730$1.04M0.39%+1,362+11.0%Added
Calamos Advisors LLC13,879$1.05M0.01%+13,879New
Citigroup Inc14,143$1.07M0.00%+5,038+55.3%Added
Illinois Municipal Retirement Fund14,287$1.08M0.02%+14,287New
Panagora Asset Management Inc14,603$1.11M0.01%00.0%Unchanged
Two Sigma Investments, LP14,700$1.11M0.00%00.0%Unchanged
Toth Financial Advisory Corp14,933$1.13M0.15%+1,068+7.7%Added
State of Alaska, Department of Revenue15,041$1.14M0.01%+161+1.1%Added
State of Tennessee, Treasury Department15,064$1.14M0.00%+6,314+72.2%Added
Millennium Management LLC15,120$1.15M0.00%+8,352+123.4%Added
Atria Investments LLC15,817$1.20M0.02%−192−1.2%Reduced
Voloridge Investment Management, LLC15,915$1.21M0.00%+7,297+84.7%Added
Jane Street Group, LLC16,196$1.23M0.00%−96,854−85.7%Reduced
Pier 88 Investment Partners LLC16,275$1.23M0.31%−6,090−27.2%Reduced
Neuberger Berman Group LLC16,355$1.24M0.00%−163−1.0%Reduced
Voya Investment Management LLC16,780$1.27M0.00%+771+4.8%Added
Algert Global LLC17,223$1.31M0.05%−12,608−42.3%Reduced
BNP Paribas Arbitrage, SA17,600$1.33M0.00%−3,286−15.7%Reduced
EFG Asset Management (North America) Corp.17,838$1.35M0.26%+5,319+42.5%Added
US Bancorp17,840$1.35M0.00%−371−2.0%Reduced
Man Group plc18,500$1.40M0.00%––
Texas Permanent School Fund21,119$1.60M0.01%+825+4.1%Added
Norges Bank21,600$1.64M0.00%+21,600New
FJ Capital Management LLC21,646$1.64M0.16%+7,619+54.3%Added
Thrivent Financial for Lutherans21,787$1.65M0.00%−3,127−12.6%Reduced
California State Teachers Retirement System22,709$1.72M0.00%−1,063−4.5%Reduced
PFS Partners, LLC23,268$1.76M1.21%00.0%Unchanged
Gsa Capital Partners LLP23,659$1.79M0.15%+1,591+7.2%Added
Alliancebernstein L.P.24,697$1.87M0.00%00.0%Unchanged
Ghisallo Capital Management LLC25,041$1.90M0.20%+9,741+63.7%Added
Credit Suisse AG25,136$1.91M0.00%+6,078+31.9%Added
UBS Asset Management Americas Inc26,458$2.01M0.00%00.0%Unchanged
Great West Life Assurance Co26,876$2.03M0.00%−177−0.7%Reduced
Prudential Financial Inc27,558$2.09M0.00%−6,085−18.1%Reduced
Select Equity Group, L.P.28,154$2.13M0.01%−4,136−12.8%Reduced
Navellier & Associates Inc29,106$2.21M0.33%+29,106New
Oppenheimer Asset Management Inc.29,236$2.22M0.03%−5,104−14.9%Reduced
JPMorgan Chase & Co30,064$2.28M0.00%+1,637+5.8%Added
G2 Investment Partners Management LLC30,131$2.28M0.70%+30,131New
CWM, LLC30,657$2.32M0.01%−1,318−4.1%Reduced
UBS Group AG31,163$2.36M0.00%+21,881+235.7%Added
Grandeur Peak Global Advisors, LLC31,780$2.41M0.17%+30,053+1,740.2%Added
Daiwa Securities Group Inc.33,925$2.57M0.02%−3,700−9.8%Reduced
Barclays PLC38,050$2.88M0.00%−153,351−80.1%Reduced
Ewing Morris & Co. Investment Partners Ltd.39,185$2.97M2.12%+24,185+161.2%Added
Swiss National Bank42,400$3.21M0.00%−4,900−10.4%Reduced
Public Employees Retirement System of Ohio42,519$3.22M0.01%−9,640−18.5%Reduced
TownSquare Capital, LLC44,811$3.40M0.06%+742+1.7%Added
Envestnet Asset Management Inc45,334$3.44M0.00%−3,175−6.5%Reduced
Jacobs Levy Equity Management, Inc45,352$3.44M0.02%−21,866−32.5%Reduced
D. E. Shaw & Co., Inc.45,377$3.44M0.00%+26,685+142.8%Added
Blair William & Co45,987$3.49M0.01%−4,914−9.7%Reduced
Natixis Advisors, L.P.49,358$3.74M0.01%−478−1.0%Reduced
Public Sector Pension Investment Board50,733$3.85M0.03%+21,194+71.7%Added
Stifel Financial Corp53,206$4.03M0.01%+23,290+77.9%Added
First Trust Advisors LP54,829$4.16M0.00%+54,829New
FMR LLC58,188$4.41M0.00%−12,104−17.2%Reduced