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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 2,322 | $274.1K | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,277 | $268.8K | 0.01% | 00.0% | Unchanged |
| BloombergSen Inc. | 2,250 | $265.6K | 0.02% | −1,151−33.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,426 | $252.1K | 0.00% | +401+19.8% | Added |
| FMR LLC | 2,050 | $242.0K | 0.00% | +461+29.0% | Added |
| Systematic Alpha Investments, LLC | 2,000 | $236.1K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,996 | $235.6K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 1,912 | $225.7K | 0.04% | +1,912 | New |
| Jefferies Financial Group Inc. | 1,902 | $224.6K | 0.00% | +1,902 | New |
| Meixler Investment Management, Ltd. | 1,869 | $220.7K | 0.15% | +1,869 | New |
| Campbell & CO Investment Adviser LLC | 1,787 | $211.0K | 0.02% | −12,895−87.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,762 | $208.0K | 0.00% | +1,762 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,556 | $183.7K | 0.05% | +1,381+789.1% | Added |
| New Age Alpha Advisors, LLC | 1,242 | $146.6K | 0.01% | −134−9.7% | Reduced |
| KBC Group NV | 1,101 | $130.0K | 0.00% | +189+20.7% | Added |
| The PNC Financial Services Group, Inc. | 1,093 | $129.0K | 0.00% | −112−9.3% | Reduced |
| Harbor Investment Advisory, LLC | 985 | $116.3K | 0.01% | −156−13.7% | Reduced |
| Jones Financial Companies LLLP | 959 | $113.5K | 0.00% | +54+6.0% | Added |
| Tower Research Capital LLC (TRC) | 957 | $113.0K | 0.00% | −1,271−57.0% | Reduced |
| Simplex Trading, LLC | 746 | $88.0K | 0.00% | +746 | New |
| Fifth Third Bancorp | 672 | $79.3K | 0.00% | +40+6.3% | Added |
| Smartleaf Asset Management LLC | 658 | $77.9K | 0.01% | +39+6.3% | Added |
| Cullen/Frost Bankers, Inc. | 635 | $75.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 625 | $73.8K | 0.00% | +32+5.4% | Added |
| Financial Management Professionals, Inc. | 618 | $73.0K | 0.01% | −53−7.9% | Reduced |
| GAMMA Investing LLC | 616 | $72.7K | 0.01% | +10+1.7% | Added |
| Quest Partners LLC | 611 | $72.1K | 0.01% | +611 | New |
| Group One Trading, L.P. | 609 | $71.9K | 0.00% | +609 | New |
| Caitong International Asset Management Co., Ltd | 587 | $69.3K | 0.05% | −601−50.6% | Reduced |
| Wolff Wiese Magana LLC | 568 | $67.1K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 526 | $62.1K | 0.00% | +526 | New |
| DekaBank Deutsche Girozentrale | 464 | $53.0K | 0.00% | +464 | New |
| Bryn Mawr Trust Co | 425 | $50.2K | 0.00% | −275−39.3% | Reduced |
| Larson Financial Group LLC | 419 | $49.5K | 0.00% | +388+1,251.6% | Added |
| Coldstream Capital Management Inc | 344 | $40.6K | 0.00% | +344 | New |
| Quadrant Capital Group LLC | 333 | $39.3K | 0.00% | +202+154.2% | Added |
| TCTC Holdings, LLC | 330 | $39.0K | 0.00% | +178+117.1% | Added |
| Whittier Trust Co of Nevada Inc | 321 | $37.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 304 | $35.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 290 | $34.0K | 0.00% | +191+192.9% | Added |
| 1620 Investment Advisors, Inc. | 275 | $32.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 271 | $32.0K | 0.00% | +10+3.8% | Added |
| Asset Dedication, LLC | 249 | $29.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 201 | $24.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 180 | $21.3K | 0.00% | +165+1,100.0% | Added |
| USA Financial Portformulas Corp | 168 | $19.8K | 0.00% | +168 | New |
| Parallel Advisors, LLC | 126 | $14.9K | 0.00% | −3−2.3% | Reduced |
| MAI Capital Management | 119 | $14.0K | 0.00% | +3+2.6% | Added |
| Signaturefd, LLC | 102 | $12.0K | 0.00% | +12+13.3% | Added |
| Umb Bank N A | 87 | $10.3K | 0.00% | +25+40.3% | Added |
| Greykasell Wealth Strategies, Inc. | 76 | $8.97K | 0.00% | +76 | New |
| Park Place Capital Corp | 67 | $7.91K | 0.00% | +17+34.0% | Added |
| MCF Advisors LLC | 66 | $7.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $6.61K | 0.00% | +9+19.1% | Added |
| Farther Finance Advisors, LLC | 51 | $6.02K | 0.00% | +25+96.2% | Added |
| Capital Advisors, Ltd. LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 50 | $5.90K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 49 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $5.31K | 0.00% | +15+50.0% | Added |
| Bogart Wealth, LLC | 44 | $5.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $4.37K | 0.00% | +28+311.1% | Added |
| GWM Advisors LLC | 35 | $4.13K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 31 | $3.66K | 0.00% | +31 | New |
| SBI Securities Co., Ltd. | 24 | $2.83K | 0.00% | +7+41.2% | Added |
| Sterling Capital Management LLC | 23 | $2.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $1.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.42K | 0.00% | +10+500.0% | Added |
| Versant Capital Management, Inc | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.30K | 0.00% | +11 | New |
| Spire Wealth Management | 11 | $1.27K | 0.00% | +1+10.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $1.18K | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 9 | $1.06K | 0.00% | +9 | New |
| Allworth Financial LP | 11 | $1.03K | 0.00% | −1−8.3% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | −9−50.0% | Reduced |
| Hemington Wealth Management | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| South State Corp. | 6 | $709 | 0.00% | +6 | New |
| Huntington National Bank | 6 | $708 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $591 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $590 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $355 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $354 | 0.00% | +2+200.0% | Added |
| Abound Wealth Management | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Financial Harvest, LLC | 2,747 | – | – | +2,747 | New |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −81,491−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,542−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −20,487−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −566−100.0% | Sold out |