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, Q4 2024
Institutional positions in Goosehead Insurance, Inc. as of Dec 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
- 267
- +39 vs. Q3 2024
- Shares held
- 26.3M
- −143.7K (−0.5%) vs. Q3 2024
- Total value
- $2.82B
- +$458.8M (+19.4%) vs. Q3 2024
- New holders
- 58
- 76 more added
- Sold out
- 19
- 90 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 7 | $0 | 0.00% | +1+16.7% | Added |
| Assetmark, Inc | 1 | $107 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $107 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $215 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $322 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 0 | $322 | 0.00% | 0 | New |
| Huntington National Bank | 6 | $643 | 0.00% | −30−83.3% | Reduced |
| WPG Advisers, LLC | 6 | $643 | 0.00% | +6 | New |
| NBC Securities, Inc. | 6 | $733 | 0.07% | −8,116−99.9% | Reduced |
| Continuum Advisory, LLC | 7 | $751 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $965 | 0.00% | +9 | New |
| Geneos Wealth Management Inc. | 9 | $965 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.10K | 0.00% | +10 | New |
| Richard W. Paul & Associates, LLC | 11 | $1.18K | 0.00% | −22−66.7% | Reduced |
| Allworth Financial LP | 12 | $1.24K | 0.00% | +3+33.3% | Added |
| Versant Capital Management, Inc | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $1.50K | 0.00% | −4−22.2% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 15 | $1.61K | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 17 | $1.82K | 0.00% | +17 | New |
| Covestor Ltd | 18 | $2.00K | 0.00% | +8+80.0% | Added |
| Sterling Capital Management LLC | 23 | $2.47K | 0.00% | +1+4.5% | Added |
| Farther Finance Advisors, LLC | 26 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $3.32K | 0.00% | +30+3,000.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $3.97K | 0.00% | −13−26.0% | Reduced |
| Bogart Wealth, LLC | 44 | $4.72K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $4.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $5.04K | 0.00% | −34−42.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 49 | $5.25K | 0.00% | +41+512.5% | Added |
| Park Place Capital Corp | 50 | $5.36K | 0.00% | −40−44.4% | Reduced |
| Umb Bank N A | 62 | $6.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 66 | $7.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 68 | $7.29K | 0.00% | −19−21.8% | Reduced |
| Signaturefd, LLC | 90 | $9.65K | 0.00% | −1,400−94.0% | Reduced |
| Bessemer Group Inc | 99 | $11.0K | 0.00% | +64+182.9% | Added |
| MAI Capital Management | 116 | $12.4K | 0.00% | +116 | New |
| Parallel Advisors, LLC | 129 | $13.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 131 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 152 | $16.3K | 0.00% | +152 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 175 | $18.8K | 0.00% | +175 | New |
| GW&K Investment Management, LLC | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 249 | $26.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 261 | $28.0K | 0.00% | −33−11.2% | Reduced |
| 1620 Investment Advisors, Inc. | 275 | $29.5K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 304 | $32.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 321 | $34.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 360 | $38.6K | 0.04% | +360 | New |
| Global Retirement Partners, LLC | 365 | $39.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 384 | $41.2K | 0.00% | +47+13.9% | Added |
| Bayforest Capital Ltd | 446 | $47.8K | 0.06% | +446 | New |
| Point72 (DIFC) Ltd | 566 | $60.7K | 0.01% | +566 | New |
| Wolff Wiese Magana LLC | 568 | $60.9K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 588 | $63.0K | 0.00% | +588 | New |
| First Horizon Advisors, Inc. | 593 | $63.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 619 | $64.4K | 0.01% | +509+462.7% | Added |
| GAMMA Investing LLC | 606 | $65.0K | 0.01% | +257+73.6% | Added |
| Fifth Third Bancorp | 632 | $67.8K | 0.00% | −6−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 635 | $68.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 671 | $71.9K | 0.01% | −4−0.6% | Reduced |
| Bryn Mawr Trust Co | 700 | $75.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 905 | $97.0K | 0.00% | +309+51.8% | Added |
| KBC Group NV | 912 | $98.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,141 | $122.3K | 0.01% | −166−12.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,188 | $127.4K | 0.12% | +1,188 | New |
| The PNC Financial Services Group, Inc. | 1,205 | $129.2K | 0.00% | +31+2.6% | Added |
| New Age Alpha Advisors, LLC | 1,376 | $147.5K | 0.01% | +1,376 | New |
| FMR LLC | 1,589 | $170.3K | 0.00% | +143+9.9% | Added |
| CIBC Private Wealth Group, LLC | 2,025 | $210.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,996 | $214.0K | 0.08% | +1,996 | New |
| Systematic Alpha Investments, LLC | 2,000 | $214.4K | 0.01% | +2,000 | New |
| Creative Planning | 2,008 | $215.3K | 0.00% | +2,008 | New |
| CIBC World Markets Corp | 2,103 | $225.5K | 0.00% | +2,103 | New |
| JustInvest LLC | 2,176 | $233.3K | 0.00% | +2,176 | New |
| Tower Research Capital LLC (TRC) | 2,228 | $238.9K | 0.00% | +1,063+91.2% | Added |
| Wallace Advisory Group, LLC | 2,732 | $244.0K | 0.17% | +2,732 | New |
| Ameritas Investment Partners, Inc. | 2,277 | $244.1K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,306 | $247.2K | 0.03% | +2,306 | New |
| Cottonwood Capital Advisors, LLC | 2,322 | $249.0K | 0.18% | +2,322 | New |
| Cambridge Investment Research Advisors, Inc. | 2,332 | $250.0K | 0.00% | +2,332 | New |
| AQR Capital Management LLC | 2,333 | $250.1K | 0.00% | +2,333 | New |
| LPL Financial LLC | 2,340 | $250.9K | 0.00% | +2,340 | New |
| Occudo Quantitative Strategies LP | 2,379 | $255.1K | 0.05% | +2,379 | New |
| Public Employees Retirement Association of Colorado | 2,526 | $271.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,552 | $273.6K | 0.04% | +109+4.5% | Added |
| Sanctuary Advisors, LLC | 2,562 | $279.4K | 0.00% | −208−7.5% | Reduced |
| Freestone Grove Partners LP | 2,625 | $281.5K | 0.00% | +2,625 | New |
| Atom Investors LP | 2,774 | $297.4K | 0.04% | +470+20.4% | Added |
| Pictet Asset Management Holding SA | 2,792 | $299.4K | 0.00% | +254+10.0% | Added |
| Chicago Capital, LLC | 2,993 | $320.9K | 0.01% | +2,993 | New |
| XTX Topco Ltd | 3,054 | $327.4K | 0.03% | +3,054 | New |
| O'Shaughnessy Asset Management, LLC | 3,061 | $328.2K | 0.00% | +3,061 | New |
| BloombergSen Inc. | 3,401 | $345.1K | 0.03% | −741−17.9% | Reduced |
| Atomi Financial Group, Inc. | 3,462 | $371.2K | 0.02% | +385+12.5% | Added |
| Two Sigma Securities, LLC | 3,531 | $378.6K | 0.07% | +459+14.9% | Added |