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, Q3 2024
Institutional positions in Goosehead Insurance, Inc. as of Sep 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
- 231
- +21 vs. Q2 2024
- Shares held
- 26.4M
- +3.20M (+13.8%) vs. Q2 2024
- Total value
- $2.36B
- +$1.03B (+77.1%) vs. Q2 2024
- New holders
- 46
- 61 more added
- Sold out
- 25
- 91 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Larson Financial Group LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $179 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $179 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $447 | 0.00% | +2+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 8 | $714 | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $804 | 0.00% | +4+80.0% | Added |
| Continuum Advisory, LLC | 7 | $834 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 10 | $893 | 0.00% | −2−16.7% | Reduced |
| Covestor Ltd | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Versant Capital Management, Inc | 12 | $1.07K | 0.00% | −11−47.8% | Reduced |
| Missouri Trust & Investment Co | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 18 | $1.61K | 0.00% | −18−50.0% | Reduced |
| Sterling Capital Management LLC | 22 | $1.97K | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 26 | $2.32K | 0.00% | +2+8.3% | Added |
| Rothschild Investment LLC | 30 | $2.68K | 0.00% | +15+100.0% | Added |
| Richard W. Paul & Associates, LLC | 33 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 35 | $3.00K | 0.00% | +35 | New |
| Huntington National Bank | 36 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $3.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $4.02K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $4.11K | 0.00% | +46 | New |
| Aster Capital Management (DIFC) Ltd | 48 | $4.29K | 0.00% | +48 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $4.46K | 0.00% | +1+2.0% | Added |
| Umb Bank N A | 62 | $5.54K | 0.00% | +30+93.8% | Added |
| MCF Advisors LLC | 66 | $5.89K | 0.00% | +23+53.5% | Added |
| EverSource Wealth Advisors, LLC | 81 | $7.23K | 0.00% | +75+1,250.0% | Added |
| Quarry LP | 85 | $7.59K | 0.00% | −730−89.6% | Reduced |
| Tucker Asset Management LLC | 87 | $7.77K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 90 | $8.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 110 | $9.78K | 0.00% | +81+279.3% | Added |
| Parallel Advisors, LLC | 129 | $11.5K | 0.00% | +4+3.2% | Added |
| Quadrant Capital Group LLC | 131 | $11.7K | 0.00% | −26−16.6% | Reduced |
| Pier Capital, LLC | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 249 | $22.2K | 0.00% | +249 | New |
| 1620 Investment Advisors, Inc. | 275 | $24.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 294 | $26.0K | 0.00% | −9−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 304 | $27.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 474 | $27.2K | 0.00% | +403+567.6% | Added |
| Whittier Trust Co of Nevada Inc | 321 | $28.7K | 0.00% | +321 | New |
| Advisor Group Holdings, Inc. | 337 | $30.1K | 0.00% | −110−24.6% | Reduced |
| GAMMA Investing LLC | 349 | $31.2K | 0.00% | +231+195.8% | Added |
| Global Retirement Partners, LLC | 365 | $32.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 568 | $50.7K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 593 | $53.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 596 | $53.0K | 0.00% | +560+1,555.6% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $53.6K | 0.01% | +600 | New |
| Cullen/Frost Bankers, Inc. | 635 | $56.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 638 | $57.0K | 0.00% | +40+6.7% | Added |
| Financial Management Professionals, Inc. | 675 | $60.0K | 0.01% | +675 | New |
| Bryn Mawr Trust Co | 700 | $62.5K | 0.00% | +700 | New |
| Quest Partners LLC | 904 | $80.7K | 0.01% | +904 | New |
| KBC Group NV | 912 | $81.0K | 0.00% | −14−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,165 | $104.0K | 0.00% | −6,760−85.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,174 | $104.8K | 0.00% | −137−10.5% | Reduced |
| International Assets Investment Management, LLC | 10,002 | $112.0K | 0.00% | +9,872+7,593.8% | Added |
| Harbor Investment Advisory, LLC | 1,307 | $116.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,446 | $129.1K | 0.00% | +512+54.8% | Added |
| Signaturefd, LLC | 1,490 | $133.1K | 0.00% | −6−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 2,025 | $180.8K | 0.00% | −200−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,277 | $203.3K | 0.01% | +135+6.3% | Added |
| Atom Investors LP | 2,304 | $205.7K | 0.02% | +2,304 | New |
| EntryPoint Capital, LLC | 2,351 | $209.9K | 0.12% | +2,351 | New |
| Mechanics Bank Trust Department | 2,443 | $218.2K | 0.03% | +2,443 | New |
| Public Employees Retirement Association of Colorado | 2,526 | $226.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,538 | $226.6K | 0.00% | +2,538 | New |
| Scientech Research LLC | 2,565 | $229.1K | 0.05% | +2,565 | New |
| Susquehanna International Group, LLP | 2,606 | $232.7K | 0.00% | +2,606 | New |
| Weiss Asset Management LP | 2,737 | $244.4K | 0.01% | +2,737 | New |
| Everence Capital Management Inc | 3,070 | $274.0K | 0.02% | +3,070 | New |
| Two Sigma Securities, LLC | 3,072 | $274.3K | 0.02% | +3,072 | New |
| Atomi Financial Group, Inc. | 3,077 | $274.8K | 0.02% | +3,077 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,115 | $278.2K | 0.01% | +3,115 | New |
| Brevan Howard Capital Management LP | 3,128 | $279.3K | 0.01% | +3,128 | New |
| Acadian Asset Management LLC | 3,171 | $283.0K | 0.00% | +3,171 | New |
| Bayesian Capital Management, LP | 3,323 | $296.7K | 0.03% | +3,323 | New |
| Sanctuary Advisors, LLC | 2,770 | $350.0K | 0.00% | +2,770 | New |
| Bank of Montreal | 4,059 | $361.0K | 0.00% | −482−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,141 | $369.8K | 0.00% | +714+20.8% | Added |
| BloombergSen Inc. | 4,142 | $369.9K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,444 | $397.4K | 0.00% | −1,000−18.4% | Reduced |
| Raymond James & Associates | 4,467 | $398.9K | 0.00% | −1,199−21.2% | Reduced |
| Precision Wealth Strategies, LLC | 4,470 | $399.2K | 0.37% | +99+2.3% | Added |
| Alliance Wealth Advisors, LLC | 4,666 | $416.7K | 0.11% | −263−5.3% | Reduced |
| ProShare Advisors LLC | 4,724 | $421.9K | 0.00% | +4,724 | New |
| Quantbot Technologies LP | 4,778 | $426.7K | 0.02% | −2,521−34.5% | Reduced |
| Marshall Wace, LLP | 4,988 | $445.4K | 0.00% | −2,600−34.3% | Reduced |
| HighTower Advisors, LLC | 5,040 | $448.0K | 0.00% | +276+5.8% | Added |
| Yorktown Management & Research Co Inc | 5,050 | $451.0K | 0.46% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,174 | $462.0K | 0.00% | −264−4.9% | Reduced |
| SG Americas Securities, LLC | 5,242 | $468.0K | 0.00% | +5,242 | New |
| Janney Capital Management LLC | 5,339 | $477.0K | 0.03% | −218−3.9% | Reduced |
| Mariner, LLC | 5,648 | $504.3K | 0.00% | −347−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,728 | $511.5K | 0.01% | −400−6.5% | Reduced |