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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 905 | $97.0K | 0.00% | +309+51.8% | Added |
| Bryn Mawr Trust Co | 700 | $75.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 671 | $71.9K | 0.01% | −4−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 635 | $68.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 632 | $67.8K | 0.00% | −6−0.9% | Reduced |
| GAMMA Investing LLC | 606 | $65.0K | 0.01% | +257+73.6% | Added |
| Smartleaf Asset Management LLC | 619 | $64.4K | 0.01% | +509+462.7% | Added |
| First Horizon Advisors, Inc. | 593 | $63.6K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 588 | $63.0K | 0.00% | +588 | New |
| Wolff Wiese Magana LLC | 568 | $60.9K | 0.04% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 566 | $60.7K | 0.01% | +566 | New |
| Bayforest Capital Ltd | 446 | $47.8K | 0.06% | +446 | New |
| Advisor Group Holdings, Inc. | 384 | $41.2K | 0.00% | +47+13.9% | Added |
| Global Retirement Partners, LLC | 365 | $39.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 360 | $38.6K | 0.04% | +360 | New |
| Whittier Trust Co of Nevada Inc | 321 | $34.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 304 | $32.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 275 | $29.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 261 | $28.0K | 0.00% | −33−11.2% | Reduced |
| Asset Dedication, LLC | 249 | $26.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 175 | $18.8K | 0.00% | +175 | New |
| TCTC Holdings, LLC | 152 | $16.3K | 0.00% | +152 | New |
| Quadrant Capital Group LLC | 131 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 129 | $13.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 116 | $12.4K | 0.00% | +116 | New |
| Bessemer Group Inc | 99 | $11.0K | 0.00% | +64+182.9% | Added |
| Signaturefd, LLC | 90 | $9.65K | 0.00% | −1,400−94.0% | Reduced |
| Tucker Asset Management LLC | 68 | $7.29K | 0.00% | −19−21.8% | Reduced |
| MCF Advisors LLC | 66 | $7.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $6.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $5.36K | 0.00% | −40−44.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 49 | $5.25K | 0.00% | +41+512.5% | Added |
| EverSource Wealth Advisors, LLC | 47 | $5.04K | 0.00% | −34−42.0% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $4.72K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $3.97K | 0.00% | −13−26.0% | Reduced |
| Larson Financial Group LLC | 31 | $3.32K | 0.00% | +30+3,000.0% | Added |
| Rothschild Investment LLC | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 23 | $2.47K | 0.00% | +1+4.5% | Added |
| Covestor Ltd | 18 | $2.00K | 0.00% | +8+80.0% | Added |
| SBI Securities Co., Ltd. | 17 | $1.82K | 0.00% | +17 | New |
| Skopos Labs, Inc. | 15 | $1.61K | 0.00% | +15 | New |
| Leonteq Securities AG | 14 | $1.50K | 0.00% | −4−22.2% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $1.24K | 0.00% | +3+33.3% | Added |
| Richard W. Paul & Associates, LLC | 11 | $1.18K | 0.00% | −22−66.7% | Reduced |
| Spire Wealth Management | 10 | $1.10K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $1.07K | 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 |
| Continuum Advisory, LLC | 7 | $751 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $733 | 0.07% | −8,116−99.9% | Reduced |
| Huntington National Bank | 6 | $643 | 0.00% | −30−83.3% | Reduced |
| WPG Advisers, LLC | 6 | $643 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 3 | $322 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 0 | $322 | 0.00% | 0 | New |
| Parkside Financial Bank & Trust | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $107 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $107 | 0.00% | +1 | New |
| Hemington Wealth Management | 7 | $0 | 0.00% | +1+16.7% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,243−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −21,230−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |