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, Q3 2025
Institutional positions in Goosehead Insurance, Inc. as of Sep 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
- 262
- −11 vs. Q2 2025
- Shares held
- 27.1M
- −313.2K (−1.1%) vs. Q2 2025
- Total value
- $2.01B
- −$874.7M (−30.3%) vs. Q2 2025
- New holders
- 36
- 78 more added
- Sold out
- 47
- 102 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | −15−53.6% | Reduced |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $74 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $74 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5 | $372 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $373 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $447 | 0.00% | −5−45.5% | Reduced |
| South State Corp. | 6 | $447 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $447 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $447 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 7 | $521 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $521 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $595 | 0.00% | +8 | New |
| Allworth Financial LP | 8 | $596 | 0.00% | −93−92.1% | Reduced |
| Parkside Financial Bank & Trust | 8 | $597 | 0.00% | −5−38.5% | Reduced |
| Ancora Advisors, LLC | 10 | $744 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $744 | 0.00% | +9+900.0% | Added |
| Spire Wealth Management | 11 | $800 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12 | $893 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $967 | 0.00% | −18−58.1% | Reduced |
| Massmutual Trust Co FSB | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 15 | $1.12K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 16 | $1.19K | 0.00% | +16 | New |
| Grey Fox Wealth Advisors, LLC | 17 | $1.26K | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 29 | $2.16K | 0.00% | +1+3.6% | Added |
| Rothschild Investment LLC | 30 | $2.23K | 0.00% | −15−33.3% | Reduced |
| Hantz Financial Services, Inc. | 47 | $3.00K | 0.00% | +44+1,466.7% | Added |
| Bogart Wealth, LLC | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $3.42K | 0.00% | +22+91.7% | Added |
| Aster Capital Management (DIFC) Ltd | 48 | $3.57K | 0.00% | −126−72.4% | Reduced |
| Wealthspire Advisors, LLC | 49 | $3.65K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 59 | $4.39K | 0.00% | −1−1.7% | Reduced |
| Optiver Holding B.V. | 65 | $4.84K | 0.00% | +34+109.7% | Added |
| Versant Capital Management, Inc | 73 | $5.43K | 0.00% | −363−83.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 76 | $5.66K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 80 | $5.95K | 0.00% | +14+21.2% | Added |
| Financial Network Wealth Advisors LLC | 88 | $6.55K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 90 | $6.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 93 | $6.92K | 0.00% | +82+745.5% | Added |
| Root Financial Partners, LLC | 98 | $7.29K | 0.00% | +98 | New |
| Owls Nest Partners IA, LLC | 100 | $7.44K | 0.00% | −492,811−100.0% | Reduced |
| MAI Capital Management | 112 | $8.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 115 | $8.56K | 0.00% | +20+21.1% | Added |
| Parallel Advisors, LLC | 129 | $9.60K | 0.00% | −1−0.8% | Reduced |
| Quadrant Capital Group LLC | 140 | $10.4K | 0.00% | +140 | New |
| Mather Group, LLC. | 144 | $10.7K | 0.00% | +144 | New |
| Northwestern Mutual Wealth Management Co | 148 | $11.0K | 0.00% | −294−66.5% | Reduced |
| Group One Trading, L.P. | 159 | $11.8K | 0.00% | −400−71.6% | Reduced |
| Salomon & Ludwin, LLC | 187 | $13.5K | 0.00% | +187 | New |
| CWM, LLC | 185 | $14.0K | 0.00% | −286−60.7% | Reduced |
| GW&K Investment Management, LLC | 201 | $15.0K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 239 | $17.8K | 0.00% | −1,980−89.2% | Reduced |
| Asset Dedication, LLC | 249 | $18.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 271 | $20.2K | 0.01% | −4−1.5% | Reduced |
| Larson Financial Group LLC | 284 | $21.1K | 0.00% | −7−2.4% | Reduced |
| Bessemer Group Inc | 295 | $22.0K | 0.00% | +37+14.3% | Added |
| Caitong International Asset Management Co., Ltd | 311 | $23.1K | 0.02% | +254+445.6% | Added |
| Whittier Trust Co of Nevada Inc | 321 | $23.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 313 | $23.3K | 0.00% | +313 | New |
| Global Retirement Partners, LLC | 365 | $27.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 393 | $29.2K | 0.00% | +213+118.3% | Added |
| Nisa Investment Advisors, LLC | 404 | $30.1K | 0.00% | +100+32.9% | Added |
| Bryn Mawr Trust Co | 425 | $31.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 428 | $31.9K | 0.00% | +103+31.7% | Added |
| Smartleaf Asset Management LLC | 455 | $33.4K | 0.00% | −46−9.2% | Reduced |
| Wolff Wiese Magana LLC | 565 | $42.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 620 | $46.1K | 0.00% | +620 | New |
| Fifth Third Bancorp | 682 | $50.8K | 0.00% | +284+71.4% | Added |
| KBC Group NV | 799 | $59.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 858 | $63.9K | 0.00% | +858 | New |
| Quest Partners LLC | 875 | $65.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 958 | $71.0K | 0.00% | +927+2,990.3% | Added |
| GAMMA Investing LLC | 973 | $72.4K | 0.00% | +100+11.5% | Added |
| The PNC Financial Services Group, Inc. | 992 | $73.8K | 0.00% | −30−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,101 | $81.9K | 0.00% | −953−46.4% | Reduced |
| Covestor Ltd | 1,177 | $88.0K | 0.05% | +404+52.3% | Added |
| Harbor Investment Advisory, LLC | 1,196 | $89.0K | 0.01% | +113+10.4% | Added |
| Jones Financial Companies LLLP | 1,224 | $91.7K | 0.00% | +133+12.2% | Added |
| New Age Alpha Advisors, LLC | 1,263 | $94.0K | 0.00% | −759−37.5% | Reduced |
| Bayforest Capital Ltd | 1,432 | $106.6K | 0.05% | +1,432 | New |
| FMR LLC | 1,580 | $117.6K | 0.00% | −593−27.3% | Reduced |
| Leonteq Securities AG | 1,604 | $119.4K | 0.01% | +1,504+1,504.0% | Added |
| Ameritas Investment Partners, Inc. | 2,016 | $150.0K | 0.00% | −420−17.2% | Reduced |
| Summit Wealth Group LLC | 10,986 | $160.0K | 0.02% | +10,986 | New |
| Cullen/Frost Bankers, Inc. | 2,395 | $178.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,526 | $188.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,609 | $194.2K | 0.01% | +2,609 | New |
| Jefferies Financial Group Inc. | 2,806 | $208.8K | 0.00% | −73−2.5% | Reduced |
| HighTower Advisors, LLC | 2,828 | $210.4K | 0.00% | −1,495−34.6% | Reduced |
| Mutual of America Capital Management LLC | 2,840 | $211.4K | 0.00% | −379−11.8% | Reduced |
| Bank of Montreal | 2,886 | $214.8K | 0.00% | −2,413−45.5% | Reduced |
| Wallace Advisory Group, LLC | 2,051 | $216.4K | 0.17% | −686−25.1% | Reduced |
| Squarepoint Ops LLC | 2,983 | $222.0K | 0.00% | +2,983 | New |
| O'Shaughnessy Asset Management, LLC | 3,061 | $227.8K | 0.00% | −305−9.1% | Reduced |