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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
Advisory Services Network, LLC1,512$114.6K0.00%+1,512New
The PNC Financial Services Group, Inc.1,394$105.7K0.00%+165+13.4%Added
Harbor Investment Advisory, LLC1,330$100.8K0.01%00.0%Unchanged
Metropolitan Life Insurance Co1,243$94.2K0.00%00.0%Unchanged
Signaturefd, LLC1,139$86.3K0.00%+23+2.1%Added
Northwestern Mutual Wealth Management Co889$67.4K0.00%+889New
Fifth Third Bancorp616$46.7K0.00%+14+2.3%Added
First Horizon Advisors, Inc.608$46.1K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd500$39.0K0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale464$35.0K0.00%+464New
Cullen/Frost Bankers, Inc.425$32.2K0.00%00.0%Unchanged
USA Financial Portformulas Corp327$24.8K0.00%+321+5,350.0%Added
Planning Capital Management Corp247$18.7K0.01%+247New
GW&K Investment Management, LLC201$15.0K0.00%−205−50.5%Reduced
LM Advisors LLC189$14.3K0.00%+189New
Nisa Investment Advisors, LLC188$14.3K0.00%−160−46.0%Reduced
Park Place Capital Corp158$12.0K0.00%−49−23.7%Reduced
SYSTM Wealth Solutions LLC146$11.1K0.00%−3,121−95.5%Reduced
Parallel Advisors, LLC127$9.63K0.00%−15−10.6%Reduced
Quadrant Capital Group LLC125$9.47K0.00%+120+2,400.0%Added
GAMMA Investing LLC102$7.87K0.00%+102New
Hillsdale Investment Management Inc.80$6.06K0.00%00.0%Unchanged
West Paces Advisors Inc.73$5.53K0.00%+73New
Smartleaf Asset Management LLC70$5.40K0.00%+70New
Turtle Creek Wealth Advisors, LLC63$4.78K0.00%+63New
Capital Advisors, Ltd. LLC49$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC44$3.33K0.00%00.0%Unchanged
Bessemer Group Inc36$3.00K0.00%00.0%Unchanged
Crewe Advisors LLC38$2.88K0.00%+38New
Cape Investment Advisory, Inc.38$2.88K0.00%+38New
Richard W. Paul & Associates, LLC33$2.50K0.00%00.0%Unchanged
Venturi Wealth Management, LLC32$2.43K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$2.00K0.00%+13+86.7%Added
Gradient Investments LLC16$1.21K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc14$1.06K0.00%00.0%Unchanged
Principal Securities, Inc.14$1.06K0.00%+14New
Valley National Advisers Inc15$1.00K0.00%+15New
Allworth Financial LP13$9860.00%+8+160.0%Added
Massmutual Trust Co FSB13$9850.00%+13New
Missouri Trust & Investment Co12$9100.00%00.0%Unchanged
Farther Finance Advisors, LLC9$6820.00%00.0%Unchanged
Coppell Advisory Solutions LLC7$5310.00%+2+40.0%Added
JFS Wealth Advisors, LLC6$4550.00%−1−14.3%Reduced
Colonial Trust Advisors4$3030.00%00.0%Unchanged
Abound Wealth Management3$2280.00%+3New
Glassman Wealth Services3$2270.00%00.0%Unchanged
SJS Investment Consulting Inc.2$1520.00%00.0%Unchanged
Toronto Dominion Bank2$1520.00%00.0%Unchanged
Parkside Financial Bank & Trust2$1520.00%+2New
Covestor Ltd1$00.00%−1−50.0%Reduced
Polen Capital Management LLC151,971––−69,902−31.5%Reduced
Schroder Investment Management Group0$00.00%−88,611−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−63,985−100.0%Sold out
EAM Global Investors LLC0$00.00%−46,510−100.0%Sold out
EAM Investors, LLC0$00.00%−35,558−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−25,509−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−20,981−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−14,065−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,525−100.0%Sold out
Virtu Financial LLC0$00.00%−7,989−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−7,036−100.0%Sold out
SG Americas Securities, LLC0$00.00%−6,625−100.0%Sold out
Verition Fund Management LLC0$00.00%−6,315−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−6,234−100.0%Sold out
Nebula Research & Development LLC0$00.00%−5,778−100.0%Sold out
FORA Capital, LLC0$00.00%−5,573−100.0%Sold out
Omers Administration Corp0$00.00%−5,400−100.0%Sold out
CenterBook Partners LP0$00.00%−5,145−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,997−100.0%Sold out
Trexquant Investment LP0$00.00%−3,953−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,707−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,705−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−2,732−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−2,732−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−2,688−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−600−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−145−100.0%Sold out
West Tower Group, LLC0$00.00%−42−100.0%Sold out
Steward Financial Group LLC––––Not filed