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, Q1 2025
Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2025. 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
- 286
- +21 vs. Q4 2024
- Shares held
- 26.1M
- −79.3K (−0.3%) vs. Q4 2024
- Total value
- $3.09B
- +$274.7M (+9.8%) vs. Q4 2024
- New holders
- 48
- 94 more added
- Sold out
- 27
- 106 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $354 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 3 | $355 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $590 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $591 | 0.00% | +5 | New |
| Huntington National Bank | 6 | $708 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $709 | 0.00% | +6 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | −9−50.0% | Reduced |
| Hemington Wealth Management | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Allworth Financial LP | 11 | $1.03K | 0.00% | −1−8.3% | Reduced |
| Lindbrook Capital, LLC | 9 | $1.06K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $1.18K | 0.00% | +10 | New |
| Spire Wealth Management | 11 | $1.27K | 0.00% | +1+10.0% | Added |
| SRS Capital Advisors, Inc. | 11 | $1.30K | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.42K | 0.00% | +10+500.0% | Added |
| Farmers & Merchants Investments Inc | 14 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 23 | $2.71K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $2.83K | 0.00% | +7+41.2% | Added |
| Highline Wealth Partners LLC | 31 | $3.66K | 0.00% | +31 | New |
| GWM Advisors LLC | 35 | $4.13K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 37 | $4.37K | 0.00% | +28+311.1% | Added |
| Bogart Wealth, LLC | 44 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $5.31K | 0.00% | +15+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 49 | $5.79K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 50 | $5.90K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $6.02K | 0.00% | +25+96.2% | Added |
| EverSource Wealth Advisors, LLC | 56 | $6.61K | 0.00% | +9+19.1% | Added |
| MCF Advisors LLC | 66 | $7.79K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 67 | $7.91K | 0.00% | +17+34.0% | Added |
| Greykasell Wealth Strategies, Inc. | 76 | $8.97K | 0.00% | +76 | New |
| Umb Bank N A | 87 | $10.3K | 0.00% | +25+40.3% | Added |
| Signaturefd, LLC | 102 | $12.0K | 0.00% | +12+13.3% | Added |
| MAI Capital Management | 119 | $14.0K | 0.00% | +3+2.6% | Added |
| Parallel Advisors, LLC | 126 | $14.9K | 0.00% | −3−2.3% | Reduced |
| USA Financial Portformulas Corp | 168 | $19.8K | 0.00% | +168 | New |
| Skopos Labs, Inc. | 180 | $21.3K | 0.00% | +165+1,100.0% | Added |
| GW&K Investment Management, LLC | 201 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 249 | $29.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 271 | $32.0K | 0.00% | +10+3.8% | Added |
| 1620 Investment Advisors, Inc. | 275 | $32.5K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 290 | $34.0K | 0.00% | +191+192.9% | Added |
| Nisa Investment Advisors, LLC | 304 | $35.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 321 | $37.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 330 | $39.0K | 0.00% | +178+117.1% | Added |
| Quadrant Capital Group LLC | 333 | $39.3K | 0.00% | +202+154.2% | Added |
| Coldstream Capital Management Inc | 344 | $40.6K | 0.00% | +344 | New |
| Larson Financial Group LLC | 419 | $49.5K | 0.00% | +388+1,251.6% | Added |
| Bryn Mawr Trust Co | 425 | $50.2K | 0.00% | −275−39.3% | Reduced |
| DekaBank Deutsche Girozentrale | 464 | $53.0K | 0.00% | +464 | New |
| Boston Private Wealth LLC | 526 | $62.1K | 0.00% | +526 | New |
| Wolff Wiese Magana LLC | 568 | $67.1K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 587 | $69.3K | 0.05% | −601−50.6% | Reduced |
| Group One Trading, L.P. | 609 | $71.9K | 0.00% | +609 | New |
| Quest Partners LLC | 611 | $72.1K | 0.01% | +611 | New |
| GAMMA Investing LLC | 616 | $72.7K | 0.01% | +10+1.7% | Added |
| Financial Management Professionals, Inc. | 618 | $73.0K | 0.01% | −53−7.9% | Reduced |
| First Horizon Advisors, Inc. | 625 | $73.8K | 0.00% | +32+5.4% | Added |
| Cullen/Frost Bankers, Inc. | 635 | $75.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 658 | $77.9K | 0.01% | +39+6.3% | Added |
| Fifth Third Bancorp | 672 | $79.3K | 0.00% | +40+6.3% | Added |
| Simplex Trading, LLC | 746 | $88.0K | 0.00% | +746 | New |
| Tower Research Capital LLC (TRC) | 957 | $113.0K | 0.00% | −1,271−57.0% | Reduced |
| Jones Financial Companies LLLP | 959 | $113.5K | 0.00% | +54+6.0% | Added |
| Harbor Investment Advisory, LLC | 985 | $116.3K | 0.01% | −156−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,093 | $129.0K | 0.00% | −112−9.3% | Reduced |
| KBC Group NV | 1,101 | $130.0K | 0.00% | +189+20.7% | Added |
| New Age Alpha Advisors, LLC | 1,242 | $146.6K | 0.01% | −134−9.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,556 | $183.7K | 0.05% | +1,381+789.1% | Added |
| Crossmark Global Holdings, Inc. | 1,762 | $208.0K | 0.00% | +1,762 | New |
| Campbell & CO Investment Adviser LLC | 1,787 | $211.0K | 0.02% | −12,895−87.8% | Reduced |
| Meixler Investment Management, Ltd. | 1,869 | $220.7K | 0.15% | +1,869 | New |
| Jefferies Financial Group Inc. | 1,902 | $224.6K | 0.00% | +1,902 | New |
| Numerai GP LLC | 1,912 | $225.7K | 0.04% | +1,912 | New |
| Prudent Man Advisors, LLC | 1,996 | $235.6K | 0.09% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,000 | $236.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,050 | $242.0K | 0.00% | +461+29.0% | Added |
| CIBC Private Wealth Group, LLC | 2,426 | $252.1K | 0.00% | +401+19.8% | Added |
| BloombergSen Inc. | 2,250 | $265.6K | 0.02% | −1,151−33.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,277 | $268.8K | 0.01% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,322 | $274.1K | 0.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,356 | $278.1K | 0.04% | −196−7.7% | Reduced |
| JustInvest LLC | 2,358 | $278.4K | 0.00% | +182+8.4% | Added |
| Great Valley Advisor Group, Inc. | 2,387 | $281.8K | 0.01% | +2,387 | New |
| Sanctuary Advisors, LLC | 2,431 | $287.0K | 0.00% | −131−5.1% | Reduced |
| Wallace Advisory Group, LLC | 2,697 | $289.2K | 0.20% | −35−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,526 | $298.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,606 | $307.7K | 0.03% | +300+13.0% | Added |
| Bayesian Capital Management, LP | 2,662 | $314.3K | 0.05% | +2,662 | New |
| Pictet Asset Management Holding SA | 2,836 | $334.8K | 0.00% | +44+1.6% | Added |
| Creative Planning | 2,901 | $342.5K | 0.00% | +893+44.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,959 | $349.3K | 0.02% | +2,959 | New |
| Cetera Investment Advisers | 3,018 | $356.3K | 0.00% | −1,676−35.7% | Reduced |
| Virtu Financial LLC | 3,037 | $358.0K | 0.02% | −518−14.6% | Reduced |
| Alps Advisors Inc | 3,100 | $366.0K | 0.00% | +3,100 | New |
| LPL Financial LLC | 3,325 | $392.6K | 0.00% | +985+42.1% | Added |