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, Q1 2024
Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2024. 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
- 233
- −17 vs. Q4 2023
- Shares held
- 26.1M
- +830.4K (+3.3%) vs. Q4 2023
- Total value
- $1.74B
- −$163.6M (−8.6%) vs. Q4 2023
- New holders
- 33
- 80 more added
- Sold out
- 50
- 87 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $67 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $67 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $200 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $200 | 0.00% | +1+50.0% | Added |
| Colonial Trust Advisors | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $334 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $400 | 0.00% | +6 | New |
| Allspring Global Investments Holdings, LLC | 9 | $600 | 0.00% | −190,968−100.0% | Reduced |
| Farther Finance Advisors, LLC | 9 | $620 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $666 | 0.00% | +10 | New |
| Allworth Financial LP | 10 | $667 | 0.00% | −3−23.1% | Reduced |
| Missouri Trust & Investment Co | 12 | $799 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $933 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $933 | 0.00% | +1+7.7% | Added |
| Ronald Blue Trust, Inc. | 15 | $999 | 0.00% | −13−46.4% | Reduced |
| Covestor Ltd | 12 | $1.00K | 0.00% | +11+1,100.0% | Added |
| Principal Securities, Inc. | 22 | $1.47K | 0.00% | +8+57.1% | Added |
| Quarry LP | 28 | $1.86K | 0.00% | +28 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Huntington National Bank | 30 | $2.00K | 0.00% | +30 | New |
| Harvest Fund Management Co., Ltd | 25 | $2.00K | 0.00% | −475−95.0% | Reduced |
| Bessemer Group Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 31 | $2.00K | 0.00% | +31 | New |
| Venturi Wealth Management, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 38 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $3.33K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 55 | $3.66K | 0.00% | −834−93.8% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $5.33K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 81 | $6.14K | 0.00% | +81 | New |
| Quadrant Capital Group LLC | 105 | $7.00K | 0.00% | −20−16.0% | Reduced |
| Parallel Advisors, LLC | 127 | $8.46K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 134 | $8.93K | 0.00% | −128,659−99.9% | Reduced |
| MCF Advisors LLC | 141 | $9.39K | 0.00% | +141 | New |
| GAMMA Investing LLC | 150 | $9.99K | 0.00% | +48+47.1% | Added |
| Nisa Investment Advisors, LLC | 188 | $12.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 196 | $13.1K | 0.00% | +38+24.1% | Added |
| Planning Capital Management Corp | 247 | $16.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 283 | $18.9K | 0.00% | +283 | New |
| Advisor Group Holdings, Inc. | 347 | $23.1K | 0.00% | −12,217−97.2% | Reduced |
| Global Retirement Partners, LLC | 365 | $24.3K | 0.00% | −3,350−90.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 425 | $28.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 464 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 476 | $31.7K | 0.00% | −132−21.7% | Reduced |
| Aquatic Capital Management LLC | 500 | $33.3K | 0.00% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 520 | $35.0K | 0.00% | +520 | New |
| Fifth Third Bancorp | 574 | $38.2K | 0.00% | −42−6.8% | Reduced |
| Simplex Trading, LLC | 773 | $51.0K | 0.00% | −810−51.2% | Reduced |
| Central Trust Co | 1,000 | $66.6K | 0.00% | +1,000 | New |
| Metropolitan Life Insurance Co | 1,141 | $76.0K | 0.00% | −102−8.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,197 | $79.7K | 0.00% | −5,555−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,302 | $86.7K | 0.00% | −92−6.6% | Reduced |
| Signaturefd, LLC | 1,443 | $96.1K | 0.00% | +304+26.7% | Added |
| RiverPark Advisors, LLC | 1,557 | $103.7K | 0.09% | +1,557 | New |
| Harbor Investment Advisory, LLC | 1,607 | $107.1K | 0.01% | +277+20.8% | Added |
| Catalyst Funds Management Pty Ltd | 1,700 | $113.3K | 0.03% | +1,700 | New |
| PEAK6 Investments LLC | 1,782 | $118.7K | 0.01% | +1,782 | New |
| State of Wyoming | 2,109 | $140.5K | 0.02% | −2,090−49.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,142 | $142.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,225 | $153.2K | 0.00% | −575−20.5% | Reduced |
| BloombergSen Inc. | 2,362 | $157.4K | 0.01% | +257+12.2% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $168.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,070 | $205.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,111 | $207.3K | 0.08% | −188−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 3,143 | $209.0K | 0.00% | +3,143 | New |
| Handelsbanken Fonder AB | 3,300 | $220.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,331 | $221.9K | 0.05% | +133+4.2% | Added |
| SYSTM Wealth Solutions LLC | 3,342 | $222.6K | 0.03% | +3,196+2,189.0% | Added |
| CM Wealth Advisors LLC | 3,687 | $224.9K | 0.06% | +3,687 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,427 | $228.3K | 0.00% | −518−13.1% | Reduced |
| HighTower Advisors, LLC | 3,778 | $251.0K | 0.00% | +3,778 | New |
| Alliance Wealth Advisors, LLC | 3,818 | $254.4K | 0.08% | −86−2.2% | Reduced |
| AQR Capital Management LLC | 4,286 | $285.5K | 0.00% | −167−3.8% | Reduced |
| ProShare Advisors LLC | 4,409 | $293.7K | 0.00% | +299+7.3% | Added |
| Janney Montgomery Scott LLC | 4,428 | $295.0K | 0.00% | +1,058+31.4% | Added |
| Precision Wealth Strategies, LLC | 4,572 | $304.6K | 0.29% | −51−1.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,983 | $332.0K | 0.06% | −17−0.3% | Reduced |
| Baird Financial Group, Inc. | 5,188 | $345.6K | 0.00% | +993+23.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,280 | $351.8K | 0.00% | +4+0.1% | Added |
| Janney Capital Management LLC | 5,610 | $374.0K | 0.02% | −195−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,444 | $382.6K | 0.00% | −500−8.4% | Reduced |
| Raymond James & Associates | 5,947 | $396.2K | 0.00% | +1,275+27.3% | Added |
| State Board of Administration of Florida Retirement System | 7,692 | $401.5K | 0.00% | +1,540+25.0% | Added |
| Arizona State Retirement System | 6,047 | $402.9K | 0.00% | +34+0.6% | Added |
| Mariner, LLC | 6,094 | $406.0K | 0.00% | +547+9.9% | Added |
| Price T Rowe Associates Inc | 6,152 | $410.0K | 0.00% | +777+14.5% | Added |
| Cornercap Investment Counsel Inc | 6,404 | $426.6K | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,528 | $434.9K | 0.01% | −648−9.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,635 | $442.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,866 | $457.4K | 0.00% | +6,866 | New |
| Wolff Wiese Magana LLC | 6,888 | $458.9K | 0.40% | +13+0.2% | Added |
| Lighthouse Investment Partners, LLC | 7,111 | $473.7K | 0.03% | +7,111 | New |
| Gsa Capital Partners LLP | 7,128 | $475.0K | 0.04% | −16,531−69.9% | Reduced |
| Jennison Associates LLC | 7,175 | $478.0K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,293 | $485.9K | 0.09% | +364+5.3% | Added |