Skip to main content

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.

Institutional holdersQ3 2024: 231 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 heldQ3 2024: $2.36B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2024.

Institutions holding GSHD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Norden Group LLC11,727$1.05M0.12%+4,377+59.6%Added
Louisiana State Employees Retirement System11,700$1.04M0.02%−1,000−7.9%Reduced
Alberta Investment Management Corp10,993$981.7K0.01%00.0%Unchanged
Atria Investments LLC10,202$911.0K0.01%−3,859−27.4%Reduced
Logan Capital Management Inc10,000$893.0K0.04%00.0%Unchanged
Wesbanco Bank Inc9,800$875.1K0.03%−4,658−32.2%Reduced
Yousif Capital Management, LLC9,283$829.0K0.01%−773−7.7%Reduced
Victory Capital Management Inc9,102$812.8K0.00%−82−0.9%Reduced
Comerica Bank9,040$807.3K0.00%−793−8.1%Reduced
Verdence Capital Advisors LLC8,873$792.4K0.06%−918−9.4%Reduced
Portside Wealth Group, LLC8,758$782.1K0.13%−635−6.8%Reduced
Los Angeles Capital Management LLC8,732$779.8K0.00%+8,732New
Engineers Gate Manager LP8,445$754.1K0.01%+8,445New
Equitable Trust Co8,318$742.8K0.05%−2,532−23.3%Reduced
Maryland State Retirement & Pension System8,175$730.0K0.02%−635−7.2%Reduced
NBC Securities, Inc.8,122$725.0K0.06%−886−9.8%Reduced
New York State Common Retirement Fund7,687$686.4K0.00%−2,995−28.0%Reduced
Cetera Investment Advisers7,580$676.9K0.00%−2,110−21.8%Reduced
Trust Point Inc.7,508$670.5K0.05%+609+8.8%Added
Price T Rowe Associates Inc7,330$655.0K0.00%−122−1.6%Reduced
Granahan Investment Management Inc7,118$635.6K0.02%−3,015−29.8%Reduced
Handelsbanken Fonder AB7,000$625.0K0.00%+3,400+94.4%Added
Amalgamated Bank6,960$622.0K0.01%−547−7.3%Reduced
Arizona State Retirement System6,904$616.5K0.00%+195+2.9%Added
Verition Fund Management LLC6,893$615.5K0.00%+6,893New
Intech Investment Management LLC6,643$593.2K0.01%+6,643New
Teachers Retirement System of the State of Kentucky6,635$593.0K0.01%00.0%Unchanged
PEAK6 Investments LLC6,462$577.1K0.03%+6,462New
State of Tennessee, Treasury Department6,244$557.6K0.00%−383−5.8%Reduced
Janney Montgomery Scott LLC6,201$554.0K0.00%+1,067+20.8%Added
State Board of Administration of Florida Retirement System6,082$543.1K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund5,728$511.5K0.01%−400−6.5%Reduced
Mariner, LLC5,648$504.3K0.00%−347−5.8%Reduced
Janney Capital Management LLC5,339$477.0K0.03%−218−3.9%Reduced
SG Americas Securities, LLC5,242$468.0K0.00%+5,242New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,174$462.0K0.00%−264−4.9%Reduced
Yorktown Management & Research Co Inc5,050$451.0K0.46%00.0%Unchanged
HighTower Advisors, LLC5,040$448.0K0.00%+276+5.8%Added
Marshall Wace, LLP4,988$445.4K0.00%−2,600−34.3%Reduced
Quantbot Technologies LP4,778$426.7K0.02%−2,521−34.5%Reduced
ProShare Advisors LLC4,724$421.9K0.00%+4,724New
Alliance Wealth Advisors, LLC4,666$416.7K0.11%−263−5.3%Reduced
Precision Wealth Strategies, LLC4,470$399.2K0.37%+99+2.3%Added
Raymond James & Associates4,467$398.9K0.00%−1,199−21.2%Reduced
TD Waterhouse Canada Inc.4,444$397.4K0.00%−1,000−18.4%Reduced
BloombergSen Inc.4,142$369.9K0.03%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,141$369.8K0.00%+714+20.8%Added
Bank of Montreal4,059$361.0K0.00%−482−10.6%Reduced
Sanctuary Advisors, LLC2,770$350.0K0.00%+2,770New
Bayesian Capital Management, LP3,323$296.7K0.03%+3,323New
Acadian Asset Management LLC3,171$283.0K0.00%+3,171New
Brevan Howard Capital Management LP3,128$279.3K0.01%+3,128New
Wiley Bros.-Aintree Capital, LLC3,115$278.2K0.01%+3,115New
Atomi Financial Group, Inc.3,077$274.8K0.02%+3,077New
Two Sigma Securities, LLC3,072$274.3K0.02%+3,072New
Everence Capital Management Inc3,070$274.0K0.02%+3,070New
Weiss Asset Management LP2,737$244.4K0.01%+2,737New
Susquehanna International Group, LLP2,606$232.7K0.00%+2,606New
Scientech Research LLC2,565$229.1K0.05%+2,565New
Pictet Asset Management Holding SA2,538$226.6K0.00%+2,538New
Public Employees Retirement Association of Colorado2,526$226.0K0.00%00.0%Unchanged
Mechanics Bank Trust Department2,443$218.2K0.03%+2,443New
EntryPoint Capital, LLC2,351$209.9K0.12%+2,351New
Atom Investors LP2,304$205.7K0.02%+2,304New
Ameritas Investment Partners, Inc.2,277$203.3K0.01%+135+6.3%Added
CIBC Private Wealth Group, LLC2,025$180.8K0.00%−200−9.0%Reduced
Signaturefd, LLC1,490$133.1K0.00%−6−0.4%Reduced
FMR LLC1,446$129.1K0.00%+512+54.8%Added
Harbor Investment Advisory, LLC1,307$116.7K0.01%00.0%Unchanged
International Assets Investment Management, LLC10,002$112.0K0.00%+9,872+7,593.8%Added
The PNC Financial Services Group, Inc.1,174$104.8K0.00%−137−10.5%Reduced
Tower Research Capital LLC (TRC)1,165$104.0K0.00%−6,760−85.3%Reduced
KBC Group NV912$81.0K0.00%−14−1.5%Reduced
Quest Partners LLC904$80.7K0.01%+904New
Bryn Mawr Trust Co700$62.5K0.00%+700New
Financial Management Professionals, Inc.675$60.0K0.01%+675New
Fifth Third Bancorp638$57.0K0.00%+40+6.7%Added
Cullen/Frost Bankers, Inc.635$56.7K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd600$53.6K0.01%+600New
Jones Financial Companies LLLP596$53.0K0.00%+560+1,555.6%Added
First Horizon Advisors, Inc.593$53.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC568$50.7K0.03%00.0%Unchanged
Global Retirement Partners, LLC365$32.6K0.00%00.0%Unchanged
GAMMA Investing LLC349$31.2K0.00%+231+195.8%Added
Advisor Group Holdings, Inc.337$30.1K0.00%−110−24.6%Reduced
Whittier Trust Co of Nevada Inc321$28.7K0.00%+321New
Ronald Blue Trust, Inc.474$27.2K0.00%+403+567.6%Added
Nisa Investment Advisors, LLC304$27.1K0.00%00.0%Unchanged
CWM, LLC294$26.0K0.00%−9−3.0%Reduced
1620 Investment Advisors, Inc.275$24.6K0.02%00.0%Unchanged
Asset Dedication, LLC249$22.2K0.00%+249New
GW&K Investment Management, LLC201$18.0K0.00%00.0%Unchanged
Pier Capital, LLC134$12.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC131$11.7K0.00%−26−16.6%Reduced
Parallel Advisors, LLC129$11.5K0.00%+4+3.2%Added
Smartleaf Asset Management LLC110$9.78K0.00%+81+279.3%Added
Park Place Capital Corp90$8.04K0.00%00.0%Unchanged
Tucker Asset Management LLC87$7.77K0.00%00.0%Unchanged
Quarry LP85$7.59K0.00%−730−89.6%Reduced
EverSource Wealth Advisors, LLC81$7.23K0.00%+75+1,250.0%Added