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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.

Institutional holdersQ3 2025: 262 institutions
Q1 2021: 193 institutionsQ2 2021: 174 institutionsQ3 2021: 183 institutionsQ4 2021: 189 institutionsQ1 2022: 180 institutionsQ2 2022: 169 institutionsQ3 2022: 162 institutionsQ4 2022: 169 institutionsQ1 2023: 176 institutionsQ2 2023: 183 institutionsQ3 2023: 234 institutionsQ4 2023: 251 institutionsQ1 2024: 233 institutionsQ2 2024: 212 institutionsQ3 2024: 231 institutionsQ4 2024: 267 institutionsQ1 2025: 286 institutionsQ2 2025: 276 institutionsQ3 2025: 262 institutionsQ4 2025: 265 institutionsQ1 2026: 218 institutionsQ2 2026: 230 institutions
Value heldQ3 2025: $2.01B
Q1 2021: $1.87BQ2 2021: $2.39BQ3 2021: $3.06BQ4 2021: $2.66BQ1 2022: $1.58BQ2 2022: $1.01BQ3 2022: $798.2MQ4 2022: $791.2MQ1 2023: $1.25BQ2 2023: $1.50BQ3 2023: $1.94BQ4 2023: $1.90BQ1 2024: $1.74BQ2 2024: $1.55BQ3 2024: $2.36BQ4 2024: $2.82BQ1 2025: $3.09BQ2 2025: $2.89BQ3 2025: $2.01BQ4 2025: $2.01BQ1 2026: $1.15BQ2 2026: $1.26B
Institutions holding GSHD and their total value by quarter
QuarterHoldersValue
Q2 2026230$1.26B
Q1 2026218$1.15B
Q4 2025265$2.01B
Q3 2025262$2.01B
Q2 2025276$2.89B
Q1 2025286$3.09B
Q4 2024267$2.82B
Q3 2024231$2.36B
Q2 2024212$1.55B
Q1 2024233$1.74B
Q4 2023251$1.90B
Q3 2023234$1.94B
Q2 2023183$1.50B
Q1 2023176$1.25B
Q4 2022169$791.2M
Q3 2022162$798.2M
Q2 2022169$1.01B
Q1 2022180$1.58B
Q4 2021189$2.66B
Q3 2021183$3.06B
Q2 2021174$2.39B
Q1 2021193$1.87B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q2 2025.

Institutions holding GSHD in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc295$22.0K0.00%+37+14.3%Added
Larson Financial Group LLC284$21.1K0.00%−7−2.4%Reduced
1620 Investment Advisors, Inc.271$20.2K0.01%−4−1.5%Reduced
Asset Dedication, LLC249$18.5K0.00%00.0%Unchanged
ISAM Funds (UK) Ltd239$17.8K0.00%−1,980−89.2%Reduced
GW&K Investment Management, LLC201$15.0K0.00%00.0%Unchanged
CWM, LLC185$14.0K0.00%−286−60.7%Reduced
Salomon & Ludwin, LLC187$13.5K0.00%+187New
Group One Trading, L.P.159$11.8K0.00%−400−71.6%Reduced
Northwestern Mutual Wealth Management Co148$11.0K0.00%−294−66.5%Reduced
Mather Group, LLC.144$10.7K0.00%+144New
Quadrant Capital Group LLC140$10.4K0.00%+140New
Parallel Advisors, LLC129$9.60K0.00%−1−0.8%Reduced
Umb Bank N A115$8.56K0.00%+20+21.1%Added
MAI Capital Management112$8.33K0.00%00.0%Unchanged
Owls Nest Partners IA, LLC100$7.44K0.00%−492,811−100.0%Reduced
Root Financial Partners, LLC98$7.29K0.00%+98New
SRS Capital Advisors, Inc.93$6.92K0.00%+82+745.5%Added
Signaturefd, LLC90$6.70K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC88$6.55K0.01%00.0%Unchanged
MCF Advisors LLC80$5.95K0.00%+14+21.2%Added
Greykasell Wealth Strategies, Inc.76$5.66K0.00%00.0%Unchanged
Versant Capital Management, Inc73$5.43K0.00%−363−83.3%Reduced
Optiver Holding B.V.65$4.84K0.00%+34+109.7%Added
Advisors Asset Management, Inc.59$4.39K0.00%−1−1.7%Reduced
Capital Advisors, Ltd. LLC49$4.00K0.00%00.0%Unchanged
Wealthspire Advisors, LLC49$3.65K0.00%+49New
Aster Capital Management (DIFC) Ltd48$3.57K0.00%−126−72.4%Reduced
SBI Securities Co., Ltd.46$3.42K0.00%+22+91.7%Added
Bogart Wealth, LLC44$3.27K0.00%00.0%Unchanged
Hantz Financial Services, Inc.47$3.00K0.00%+44+1,466.7%Added
Rothschild Investment LLC30$2.23K0.00%−15−33.3%Reduced
Farther Finance Advisors, LLC29$2.16K0.00%+1+3.6%Added
Grey Fox Wealth Advisors, LLC17$1.26K0.00%+17New
Golden State Wealth Management, LLC16$1.19K0.00%+16New
Atlantic Union Bankshares Corp15$1.12K0.00%+15New
Massmutual Trust Co FSB14$1.04K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc14$1.04K0.00%00.0%Unchanged
Bare Financial Services, Inc13$9670.00%−18−58.1%Reduced
Missouri Trust & Investment Co12$8930.00%00.0%Unchanged
Spire Wealth Management11$8000.00%00.0%Unchanged
Ancora Advisors, LLC10$7440.00%00.0%Unchanged
IFP Advisors, Inc10$7440.00%+9+900.0%Added
Parkside Financial Bank & Trust8$5970.00%−5−38.5%Reduced
Allworth Financial LP8$5960.00%−93−92.1%Reduced
TD Private Client Wealth LLC8$5950.00%+8New
Atlantic Trust, LLC7$5210.00%00.0%Unchanged
Kilter Group LLC7$5210.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$4470.00%−5−45.5%Reduced
South State Corp.6$4470.00%00.0%Unchanged
Huntington National Bank6$4470.00%00.0%Unchanged
CVA Family Office, LLC6$4470.00%+6New
JPL Wealth Management, LLC5$3730.00%+5New
Fortitude Family Office, LLC5$3720.00%00.0%Unchanged
Quarry LP5$3720.00%+5New
SJS Investment Consulting Inc.2$1490.00%00.0%Unchanged
Abound Wealth Management2$1490.00%00.0%Unchanged
Rialto Wealth Management, LLC1$750.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$740.00%−1−50.0%Reduced
HFM Investment Advisors, LLC1$740.00%−1−50.0%Reduced
Hemington Wealth Management13$00.00%−15−53.6%Reduced
Cloud Capital Management, LLC2$00.00%+2New
Capital International Investors0$00.00%−266,517−100.0%Sold out
Freestone Grove Partners LP0$00.00%−108,423−100.0%Sold out
Macquarie Group Ltd0$00.00%−96,327−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−72,744−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−36,296−100.0%Sold out
Amundi0$00.00%−32,048−100.0%Sold out
Ashford Capital Management Inc0$00.00%−27,658−100.0%Sold out
FJ Capital Management LLC0$00.00%−21,705−100.0%Sold out
Caxton Associates LLP0$00.00%−20,286−100.0%Sold out
Atom Investors LP0$00.00%−17,466−100.0%Sold out
Polen Capital Management LLC0$00.00%−16,369−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,761−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−14,744−100.0%Sold out
Jump Financial, LLC0$00.00%−12,799−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−9,800−100.0%Sold out
Natixis0$00.00%−9,600−100.0%Sold out
Renaissance Technologies LLC0$00.00%−9,500−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−9,008−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−8,949−100.0%Sold out
Granahan Investment Management Inc0$00.00%−7,356−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−7,007−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−6,954−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−6,693−100.0%Sold out
Callan Family Office, LLC0$00.00%−5,946−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,571−100.0%Sold out
TownSquare Capital, LLC0$00.00%−4,441−100.0%Sold out
AQR Capital Management LLC0$00.00%−3,927−100.0%Sold out
Readystate Asset Management LP0$00.00%−3,243−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,205−100.0%Sold out
Alps Advisors Inc0$00.00%−3,138−100.0%Sold out
HSBC Holdings PLC0$00.00%−2,369−100.0%Sold out
Mechanics Bank Trust Department0$00.00%−2,324−100.0%Sold out
Cottonwood Capital Advisors, LLC0$00.00%−2,322−100.0%Sold out
Creative Planning0$00.00%−2,243−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−2,085−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−2,000−100.0%Sold out
NBC Securities, Inc.0$00.00%−604−100.0%Sold out
Skopos Labs, Inc.0$00.00%−70−100.0%Sold out