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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 58,629 | $4.44M | 0.05% | −815−1.4% | Reduced |
| Legal & General Group Plc | 63,183 | $4.79M | 0.00% | +136+0.2% | Added |
| Rhumbline Advisers | 65,482 | $4.96M | 0.01% | −1,919−2.8% | Reduced |
| Amundi | 75,000 | $5.15M | 0.00% | +45,000+150.0% | Added |
| Qube Research & Technologies Ltd | 72,969 | $5.53M | 0.01% | +43,494+147.6% | Added |
| Segall Bryant & Hamill, LLC | 83,903 | $6.36M | 0.12% | +274+0.3% | Added |
| Bank of America Corp | 84,594 | $6.41M | 0.00% | −492−0.6% | Reduced |
| Granahan Investment Management Inc | 87,504 | $6.63M | 0.22% | +13,318+18.0% | Added |
| Royal Bank of Canada | 91,266 | $6.92M | 0.00% | +5,512+6.4% | Added |
| Invesco Ltd. | 94,234 | $7.14M | 0.00% | +26,511+39.1% | Added |
| Motley Fool Wealth Management, LLC | 97,856 | $7.41M | 0.39% | −1,240−1.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 101,384 | $7.68M | 1.94% | −27,221−21.2% | Reduced |
| Motley Fool Asset Management LLC | 105,145 | $7.97M | 0.59% | +3,412+3.4% | Added |
| SEI Investments Co | 106,524 | $8.07M | 0.01% | −61,541−36.6% | Reduced |
| State of Wisconsin Investment Board | 107,841 | $8.17M | 0.02% | −5,312−4.7% | Reduced |
| Russell Investments Group, Ltd. | 108,551 | $8.23M | 0.01% | +5,693+5.5% | Added |
| King Luther Capital Management Corp | 126,695 | $9.60M | 0.05% | +3,134+2.5% | Added |
| Principal Financial Group Inc | 126,817 | $9.61M | 0.01% | −664−0.5% | Reduced |
| Pier Capital, LLC | 128,793 | $9.76M | 1.40% | +128,793 | New |
| Ameriprise Financial Inc | 144,015 | $10.9M | 0.00% | −9,934−6.5% | Reduced |
| Wells Fargo & Company | 144,353 | $10.9M | 0.00% | +3,864+2.8% | Added |
| William Blair Investment Management, LLC | 174,811 | $13.3M | 0.04% | −249,108−58.8% | Reduced |
| Bank of New York Mellon Corp | 177,631 | $13.5M | 0.00% | −4,148−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 190,550 | $14.4M | 0.00% | +7,502+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 190,977 | $14.5M | 0.02% | −52,628−21.6% | Reduced |
| Ashford Capital Management Inc | 202,435 | $15.3M | 2.06% | −81,095−28.6% | Reduced |
| Morgan Stanley | 211,412 | $16.0M | 0.00% | −83,755−28.4% | Reduced |
| Driehaus Capital Management LLC | 223,447 | $16.9M | 0.20% | +223,447 | New |
| American Century Companies Inc | 224,831 | $17.0M | 0.01% | −38,291−14.6% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 243,672 | $18.5M | 0.16% | 00.0% | Unchanged |
| Northern Trust Corp | 248,978 | $18.9M | 0.00% | +2,613+1.1% | Added |
| 3G Capital Partners LP | 250,000 | $18.9M | 11.56% | +40,000+19.0% | Added |
| Capital International Investors | 263,952 | $20.0M | 0.00% | +43,520+19.7% | Added |
| Durable Capital Partners LP | 294,913 | $22.4M | 0.18% | −472,347−61.6% | Reduced |
| Goldman Sachs Group Inc | 294,977 | $22.4M | 0.00% | +37,805+14.7% | Added |
| Dimensional Fund Advisors LP | 308,090 | $23.4M | 0.01% | +30,626+11.0% | Added |
| Balyasny Asset Management LLC | 310,336 | $23.5M | 0.07% | +135,320+77.3% | Added |
| Riverbridge Partners LLC | 380,741 | $28.9M | 0.36% | −5,034−1.3% | Reduced |
| Nuveen Asset Management, LLC | 393,269 | $29.8M | 0.01% | −21,371−5.2% | Reduced |
| Wildcat Capital Management, LLC | 516,008 | $39.1M | 13.52% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 549,673 | $41.7M | 0.00% | +31,702+6.1% | Added |
| Loomis Sayles & Co L P | 599,917 | $45.5M | 0.07% | +283,078+89.3% | Added |
| Owls Nest Partners IA, LLC | 642,890 | $48.7M | 12.71% | −86,135−11.8% | Reduced |
| State Street Corp | 819,633 | $62.1M | 0.00% | +31,205+4.0% | Added |
| DF Dent & Co Inc | 987,575 | $74.9M | 0.99% | −46,087−4.5% | Reduced |
| Capital World Investors | 1,688,000 | $128.0M | 0.02% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 1,793,535 | $135.9M | 0.75% | −324,906−15.3% | Reduced |
| Vanguard Group Inc | 2,369,254 | $179.6M | 0.00% | +36,676+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,678,241 | $203.0M | 0.51% | −75,408−2.7% | Reduced |
| BlackRock Inc. | 3,582,330 | $271.5M | 0.01% | +125,460+3.6% | Added |
| Polen Capital Management LLC | 151,971 | – | – | −69,902−31.5% | Reduced |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −88,611−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −63,985−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −46,510−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −35,558−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −25,509−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −20,981−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −14,065−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,036−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,625−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,315−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,573−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |