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, Q2 2025
Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 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
- 276
- −9 vs. Q1 2025
- Shares held
- 27.4M
- +1.24M (+4.7%) vs. Q1 2025
- Total value
- $2.89B
- −$200.3M (−6.5%) vs. Q1 2025
- New holders
- 39
- 108 more added
- Sold out
- 48
- 92 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 1 | $106 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $106 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $106 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $211 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $211 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $212 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 2 | $212 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $212 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 5 | $528 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $528 | 0.00% | +5 | New |
| IFP Advisors, Inc | 1 | $529 | 0.00% | +1 | New |
| Huntington National Bank | 6 | $633 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $634 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $634 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 7 | $739 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $739 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 9 | $950 | 0.00% | +9 | New |
| Ancora Advisors, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Spire Wealth Management | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.16K | 0.00% | +1+10.0% | Added |
| Missouri Trust & Investment Co | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $1.37K | 0.00% | +1+8.3% | Added |
| Massmutual Trust Co FSB | 14 | $1.48K | 0.00% | −23−62.2% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 28 | $2.00K | 0.00% | +19+211.1% | Added |
| SBI Securities Co., Ltd. | 24 | $2.53K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.67K | 0.00% | +31 | New |
| Farther Finance Advisors, LLC | 28 | $2.95K | 0.00% | −23−45.1% | Reduced |
| Simplex Trading, LLC | 31 | $3.00K | 0.00% | −715−95.8% | Reduced |
| Optiver Holding B.V. | 31 | $3.27K | 0.00% | −19−38.0% | Reduced |
| Highline Wealth Partners LLC | 31 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $3.27K | 0.00% | +21+210.0% | Added |
| Bogart Wealth, LLC | 44 | $4.64K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $4.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 50 | $5.28K | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 57 | $6.01K | 0.00% | −530−90.3% | Reduced |
| Advisors Asset Management, Inc. | 60 | $6.33K | 0.00% | +60 | New |
| MCF Advisors LLC | 66 | $6.96K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 67 | $7.01K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 70 | $7.39K | 0.00% | −110−61.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 76 | $8.02K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 88 | $9.29K | 0.01% | +88 | New |
| Signaturefd, LLC | 90 | $9.50K | 0.00% | −12−11.8% | Reduced |
| Umb Bank N A | 95 | $10.0K | 0.00% | +8+9.2% | Added |
| Leonteq Securities AG | 100 | $10.6K | 0.00% | +100 | New |
| Allworth Financial LP | 101 | $10.7K | 0.00% | +90+818.2% | Added |
| MAI Capital Management | 112 | $11.8K | 0.00% | −7−5.9% | Reduced |
| Parallel Advisors, LLC | 130 | $13.7K | 0.00% | +4+3.2% | Added |
| Aster Capital Management (DIFC) Ltd | 174 | $18.4K | 0.00% | −3,150−94.8% | Reduced |
| Sterling Capital Management LLC | 180 | $19.0K | 0.00% | +157+682.6% | Added |
| GW&K Investment Management, LLC | 201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 249 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 258 | $27.0K | 0.00% | −32−11.0% | Reduced |
| 1620 Investment Advisors, Inc. | 275 | $29.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 291 | $30.7K | 0.00% | −128−30.5% | Reduced |
| Nisa Investment Advisors, LLC | 304 | $32.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 321 | $33.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 325 | $34.3K | 0.00% | +269+480.4% | Added |
| Global Retirement Partners, LLC | 365 | $38.5K | 0.00% | +365 | New |
| Fifth Third Bancorp | 398 | $42.0K | 0.00% | −274−40.8% | Reduced |
| Bryn Mawr Trust Co | 425 | $44.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 436 | $46.0K | 0.01% | +424+3,533.3% | Added |
| Northwestern Mutual Wealth Management Co | 442 | $46.6K | 0.00% | +393+802.0% | Added |
| CWM, LLC | 471 | $50.0K | 0.00% | +200+73.8% | Added |
| Smartleaf Asset Management LLC | 501 | $51.3K | 0.00% | −157−23.9% | Reduced |
| Group One Trading, L.P. | 559 | $59.0K | 0.00% | −50−8.2% | Reduced |
| Wolff Wiese Magana LLC | 565 | $59.6K | 0.04% | −3−0.5% | Reduced |
| First Horizon Advisors, Inc. | 584 | $61.7K | 0.00% | −41−6.6% | Reduced |
| NBC Securities, Inc. | 604 | $63.0K | 0.01% | −4,089−87.1% | Reduced |
| Covestor Ltd | 773 | $82.0K | 0.05% | +764+8,488.9% | Added |
| KBC Group NV | 799 | $84.0K | 0.00% | −302−27.4% | Reduced |
| GAMMA Investing LLC | 873 | $92.1K | 0.01% | +257+41.7% | Added |
| Quest Partners LLC | 875 | $92.3K | 0.01% | +264+43.2% | Added |
| The PNC Financial Services Group, Inc. | 1,022 | $107.8K | 0.00% | −71−6.5% | Reduced |
| Jones Financial Companies LLLP | 1,091 | $111.7K | 0.00% | +132+13.8% | Added |
| Harbor Investment Advisory, LLC | 1,083 | $114.3K | 0.01% | +98+9.9% | Added |
| Systematic Alpha Investments, LLC | 2,000 | $211.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,022 | $213.3K | 0.01% | +780+62.8% | Added |
| Tower Research Capital LLC (TRC) | 2,054 | $216.7K | 0.01% | +1,097+114.6% | Added |
| Sanctuary Advisors, LLC | 2,085 | $220.0K | 0.00% | −346−14.2% | Reduced |
| FMR LLC | 2,173 | $229.3K | 0.00% | +123+6.0% | Added |
| ISAM Funds (UK) Ltd | 2,219 | $234.1K | 0.05% | +2,219 | New |
| Creative Planning | 2,243 | $236.7K | 0.00% | −658−22.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,322 | $245.0K | 0.16% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,324 | $245.2K | 0.04% | −32−1.4% | Reduced |
| HSBC Holdings PLC | 2,369 | $248.3K | 0.00% | +2,369 | New |
| JustInvest LLC | 2,389 | $252.2K | 0.00% | +31+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,395 | $252.7K | 0.00% | +1,760+277.2% | Added |
| Meixler Investment Management, Ltd. | 2,421 | $255.4K | 0.18% | +552+29.5% | Added |
| Ameritas Investment Partners, Inc. | 2,436 | $257.0K | 0.01% | +159+7.0% | Added |
| Public Employees Retirement Association of Colorado | 2,526 | $267.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,879 | $303.8K | 0.01% | +977+51.4% | Added |
| LPL Financial LLC | 2,932 | $309.3K | 0.00% | −393−11.8% | Reduced |
| CIBC World Markets Corp | 2,939 | $310.1K | 0.00% | −2,049−41.1% | Reduced |
| Wallace Advisory Group, LLC | 2,737 | $323.1K | 0.23% | +40+1.5% | Added |
| Alps Advisors Inc | 3,138 | $331.1K | 0.00% | +38+1.2% | Added |
| Pictet Asset Management Holding SA | 3,152 | $332.6K | 0.00% | +316+11.1% | Added |