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, Q2 2024
Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 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
- 212
- −20 vs. Q1 2024
- Shares held
- 26.9M
- +877.3K (+3.4%) vs. Q1 2024
- Total value
- $1.55B
- −$189.7M (−10.9%) vs. Q1 2024
- New holders
- 24
- 100 more added
- Sold out
- 44
- 63 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1 | $57 | 0.00% | −5−83.3% | Reduced |
| Larson Financial Group LLC | 1 | $57 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $115 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $115 | 0.00% | +1+100.0% | Added |
| Coppell Advisory Solutions LLC | 2 | $115 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $173 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $316 | 0.00% | −5−50.0% | Reduced |
| Innealta Capital, LLC | 9 | $517 | 0.00% | +9 | New |
| EverSource Wealth Advisors, LLC | 6 | $542 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 11 | $632 | 0.00% | −3−21.4% | Reduced |
| Missouri Trust & Investment Co | 12 | $689 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $690 | 0.00% | +6+100.0% | Added |
| Farmers & Merchants Investments Inc | 14 | $804 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $804 | 0.00% | +10+250.0% | Added |
| Rothschild Investment LLC | 15 | $862 | 0.00% | +15 | New |
| Opal Wealth Advisors, LLC | 17 | $977 | 0.00% | +17 | New |
| Covestor Ltd | 14 | $1.00K | 0.00% | +2+16.7% | Added |
| Versant Capital Management, Inc | 23 | $1.32K | 0.00% | +23 | New |
| Farther Finance Advisors, LLC | 24 | $1.34K | 0.00% | +15+166.7% | Added |
| Smartleaf Asset Management LLC | 29 | $1.67K | 0.00% | +29 | New |
| Umb Bank N A | 32 | $1.84K | 0.00% | +22+220.0% | Added |
| Richard W. Paul & Associates, LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $2.07K | 0.00% | +6+20.0% | Added |
| Jones Financial Companies LLLP | 36 | $2.07K | 0.00% | +36 | New |
| Leonteq Securities AG | 36 | $2.07K | 0.00% | +36 | New |
| MCF Advisors LLC | 43 | $2.47K | 0.00% | −98−69.5% | Reduced |
| Bogart Wealth, LLC | 44 | $2.53K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $2.58K | 0.00% | +13+40.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 | $2.81K | 0.00% | +19+63.3% | Added |
| Old Point Trust & Financial Services N A | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 71 | $4.73K | 0.00% | +56+373.3% | Added |
| Tucker Asset Management LLC | 87 | $5.00K | 0.00% | +87 | New |
| Park Place Capital Corp | 90 | $5.17K | 0.00% | −106−54.1% | Reduced |
| GAMMA Investing LLC | 118 | $6.78K | 0.00% | −32−21.3% | Reduced |
| Parallel Advisors, LLC | 125 | $7.18K | 0.00% | −2−1.6% | Reduced |
| International Assets Investment Management, LLC | 130 | $7.47K | 0.00% | +130 | New |
| Pier Capital, LLC | 134 | $7.70K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 157 | $9.02K | 0.00% | +52+49.5% | Added |
| SYSTM Wealth Solutions LLC | 164 | $9.42K | 0.00% | −3,178−95.1% | Reduced |
| GW&K Investment Management, LLC | 201 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 241 | $13.8K | 0.00% | +203+534.2% | Added |
| Planning Capital Management Corp | 247 | $14.2K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 260 | $14.9K | 0.00% | −32,950−99.2% | Reduced |
| 1620 Investment Advisors, Inc. | 275 | $15.8K | 0.01% | +275 | New |
| CWM, LLC | 303 | $17.0K | 0.00% | −22,757−98.7% | Reduced |
| Nisa Investment Advisors, LLC | 304 | $17.5K | 0.00% | +116+61.7% | Added |
| Global Retirement Partners, LLC | 365 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 447 | $25.7K | 0.00% | +100+28.8% | Added |
| Simplex Trading, LLC | 552 | $31.0K | 0.00% | −221−28.6% | Reduced |
| Wolff Wiese Magana LLC | 568 | $32.6K | 0.03% | −6,320−91.8% | Reduced |
| First Horizon Advisors, Inc. | 593 | $34.1K | 0.00% | +117+24.6% | Added |
| Fifth Third Bancorp | 598 | $34.3K | 0.00% | +24+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 635 | $36.5K | 0.00% | +210+49.4% | Added |
| Quarry LP | 815 | $46.8K | 0.02% | +787+2,810.7% | Added |
| KBC Group NV | 926 | $53.0K | 0.00% | +926 | New |
| FMR LLC | 934 | $53.7K | 0.00% | −38,784−97.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,290 | $74.0K | 0.00% | +770+148.1% | Added |
| Harbor Investment Advisory, LLC | 1,307 | $75.1K | 0.01% | −300−18.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,311 | $75.3K | 0.00% | +9+0.7% | Added |
| State of Wyoming | 1,323 | $76.0K | 0.01% | −786−37.3% | Reduced |
| Signaturefd, LLC | 1,496 | $85.9K | 0.00% | +53+3.7% | Added |
| Ameritas Investment Partners, Inc. | 2,142 | $123.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,225 | $125.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,526 | $145.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,427 | $196.8K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,600 | $207.0K | 0.00% | +300+9.1% | Added |
| Gotham Asset Management, LLC | 3,734 | $214.5K | 0.00% | +3,734 | New |
| BloombergSen Inc. | 4,142 | $237.9K | 0.02% | +1,780+75.4% | Added |
| Precision Wealth Strategies, LLC | 4,371 | $251.1K | 0.26% | −201−4.4% | Reduced |
| Bank of Montreal | 4,541 | $262.0K | 0.00% | −13,783−75.2% | Reduced |
| HighTower Advisors, LLC | 4,764 | $271.0K | 0.00% | +986+26.1% | Added |
| Alliance Wealth Advisors, LLC | 4,929 | $283.1K | 0.08% | +1,111+29.1% | Added |
| Yorktown Management & Research Co Inc | 5,050 | $290.1K | 0.31% | +5,050 | New |
| Janney Montgomery Scott LLC | 5,134 | $295.0K | 0.00% | +706+15.9% | Added |
| TD Waterhouse Canada Inc. | 5,444 | $303.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,315 | $305.3K | 0.00% | +127+2.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,438 | $312.4K | 0.00% | +158+3.0% | Added |
| Janney Capital Management LLC | 5,557 | $319.0K | 0.02% | −53−0.9% | Reduced |
| Raymond James & Associates | 5,666 | $325.5K | 0.00% | −281−4.7% | Reduced |
| First Trust Advisors LP | 5,930 | $340.6K | 0.00% | −23,307−79.7% | Reduced |
| Mariner, LLC | 5,995 | $344.4K | 0.00% | −99−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 6,082 | $349.4K | 0.00% | −1,610−20.9% | Reduced |
| Oregon Public Employees Retirement Fund | 6,128 | $352.0K | 0.01% | −400−6.1% | Reduced |
| State of Tennessee, Treasury Department | 6,627 | $380.7K | 0.00% | −4,239−39.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,635 | $381.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,709 | $385.4K | 0.00% | +662+10.9% | Added |
| Trust Point Inc. | 6,899 | $396.3K | 0.03% | −847−10.9% | Reduced |
| Dark Forest Capital Management LP | 7,101 | $407.9K | 0.07% | +7,101 | New |
| FJ Capital Management LLC | 7,108 | $408.3K | 0.04% | −8,198−53.6% | Reduced |
| Quantbot Technologies LP | 7,299 | $419.3K | 0.02% | +7,299 | New |
| Norden Group LLC | 7,350 | $422.2K | 0.09% | −449−5.8% | Reduced |
| Nebula Research & Development LLC | 7,394 | $424.7K | 0.07% | +7,394 | New |
| Price T Rowe Associates Inc | 7,452 | $429.0K | 0.00% | +1,300+21.1% | Added |
| Amalgamated Bank | 7,507 | $431.0K | 0.00% | −164−2.1% | Reduced |
| Marshall Wace, LLP | 7,588 | $435.9K | 0.00% | +7,588 | New |
| UBS Group AG | 7,917 | $454.8K | 0.00% | −34,691−81.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,925 | $455.2K | 0.01% | +6,728+562.1% | Added |
| Maryland State Retirement & Pension System | 8,810 | $506.0K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 9,130 | $509.2K | 0.12% | +1,225+15.5% | Added |