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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 114,521 | $10.2M | 0.01% | −32,106−21.9% | Reduced |
| Goldman Sachs Group Inc | 116,411 | $10.4M | 0.00% | −129,643−52.7% | Reduced |
| Envestnet Asset Management Inc | 117,519 | $10.5M | 0.00% | −9,387−7.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 141,642 | $12.6M | 2.60% | +13,594+10.6% | Added |
| King Luther Capital Management Corp | 146,259 | $13.1M | 0.06% | +2,607+1.8% | Added |
| Motley Fool Asset Management LLC | 147,720 | $13.2M | 0.78% | −7,201−4.6% | Reduced |
| Bank of New York Mellon Corp | 150,686 | $13.5M | 0.00% | −26,830−15.1% | Reduced |
| Bank of America Corp | 153,614 | $13.7M | 0.00% | +67,492+78.4% | Added |
| Ashford Capital Management Inc | 174,690 | $15.6M | 1.95% | −1,730−1.0% | Reduced |
| SEI Investments Co | 178,536 | $15.9M | 0.02% | +14,462+8.8% | Added |
| Wells Fargo & Company | 181,287 | $16.2M | 0.00% | −4,037−2.2% | Reduced |
| Motley Fool Wealth Management, LLC | 195,158 | $17.4M | 0.87% | −2,808−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 210,221 | $18.8M | 0.00% | −2,150−1.0% | Reduced |
| Morgan Stanley | 241,206 | $21.5M | 0.00% | +22,875+10.5% | Added |
| Northern Trust Corp | 241,293 | $21.5M | 0.00% | +1,825+0.8% | Added |
| Capital International Investors | 267,044 | $23.8M | 0.00% | +2,912+1.1% | Added |
| 3G Capital Partners LP | 290,000 | $25.9M | 8.73% | −172,300−37.3% | Reduced |
| Riverbridge Partners LLC | 329,453 | $29.4M | 0.39% | −11,281−3.3% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 366,125 | $32.7M | 0.27% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 411,506 | $36.7M | 0.01% | +18,413+4.7% | Added |
| American Century Companies Inc | 428,837 | $38.3M | 0.02% | +7,903+1.9% | Added |
| Owls Nest Partners IA, LLC | 633,318 | $56.6M | 14.43% | −59,655−8.6% | Reduced |
| Geode Capital Management, LLC | 643,514 | $57.5M | 0.00% | +5,969+0.9% | Added |
| State Street Corp | 1,059,298 | $94.6M | 0.00% | +185,037+21.2% | Added |
| DF Dent & Co Inc | 1,182,592 | $105.6M | 1.28% | −197,618−14.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,675,840 | $149.7M | 0.09% | +493,270+41.7% | Added |
| Capital World Investors | 1,688,000 | $150.7M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,479,499 | $221.4M | 0.00% | −40,040−1.6% | Reduced |
| Wasatch Advisors Inc | 2,618,945 | $233.9M | 1.15% | +138,571+5.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,202,884 | $286.0M | 0.63% | −226,023−6.6% | Reduced |
| BlackRock, Inc. | 3,518,526 | $314.2M | 0.01% | +3,518,526 | New |
| Wildcat Capital Management, LLC | 0 | $0 | 0.00% | −516,008−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −113,937−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,889−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −38,256−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −37,264−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −16,436−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −15,874−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −9,130−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −5,930−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |