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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, Q4 2025

Institutional positions in Goosehead Insurance, Inc. as of Dec 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
265
+4 vs. Q3 2025
Shares held
27.2M
+186.1K (+0.7%) vs. Q3 2025
Total value
$2.01B
−$2.89M (−0.1%) vs. Q3 2025
New holders
45
98 more added
Sold out
41
86 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 265 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 heldQ4 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, Q4 2025

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q3 2025.

Institutions holding GSHD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Wealth Planning Services, Inc.393$28.9K0.00%+393New
Global Retirement Partners, LLC368$27.1K0.00%+3+0.8%Added
Whittier Trust Co of Nevada Inc321$23.4K0.00%00.0%Unchanged
Bessemer Group Inc312$23.0K0.00%+17+5.8%Added
CWM, LLC296$22.0K0.00%+111+60.0%Added
1620 Investment Advisors, Inc.271$20.0K0.01%00.0%Unchanged
Asset Dedication, LLC249$18.3K0.00%00.0%Unchanged
Larson Financial Group LLC247$18.2K0.00%−37−13.0%Reduced
Hantz Financial Services, Inc.235$17.0K0.00%+188+400.0%Added
GW&K Investment Management, LLC201$15.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd194$14.3K0.00%−117−37.6%Reduced
Northwestern Mutual Wealth Management Co171$12.6K0.00%+23+15.5%Added
Parallel Advisors, LLC171$12.6K0.00%+42+32.6%Added
SRS Capital Advisors, Inc.163$12.0K0.00%+70+75.3%Added
Umb Bank N A161$11.9K0.00%+46+40.0%Added
Los Angeles Capital Management LLC134$9.11K0.00%+134New
EverSource Wealth Advisors, LLC121$8.91K0.00%−307−71.7%Reduced
International Assets Investment Management, LLC117$8.62K0.00%+117New
Signaturefd, LLC101$7.44K0.00%+11+12.2%Added
Owls Nest Partners IA, LLC100$7.37K0.00%00.0%Unchanged
Salomon & Ludwin, LLC85$6.17K0.00%−102−54.5%Reduced
SageView Advisory Group, LLC80$5.89K0.00%+80New
Root Financial Partners, LLC79$5.82K0.00%−19−19.4%Reduced
Greykasell Wealth Strategies, Inc.76$5.60K0.00%00.0%Unchanged
Massmutual Trust Co FSB71$5.23K0.00%+57+407.1%Added
Allworth Financial LP65$4.79K0.00%+57+712.5%Added
Financial Network Wealth Advisors LLC63$4.64K0.00%−25−28.4%Reduced
Parkside Financial Bank & Trust61$4.49K0.00%+53+662.5%Added
Advisors Asset Management, Inc.56$4.12K0.00%−3−5.1%Reduced
MAI Capital Management55$4.05K0.00%−57−50.9%Reduced
Capital Advisors, Ltd. LLC49$4.00K0.00%00.0%Unchanged
SBI Securities Co., Ltd.50$3.68K0.00%+4+8.7%Added
Bogart Wealth, LLC44$3.24K0.00%00.0%Unchanged
Rothschild Investment LLC42$3.09K0.00%+12+40.0%Added
Zions Bancorporation, National Association42$3.09K0.00%+42New
Farther Finance Advisors, LLC39$2.87K0.00%+10+34.5%Added
Tucker Asset Management LLC35$2.58K0.00%+35New
MCF Advisors LLC34$2.50K0.00%−46−57.5%Reduced
First Horizon Corp21$1.55K0.00%+21New
Navalign, LLC20$1.47K0.00%+20New
IFP Advisors, Inc17$1.25K0.00%+7+70.0%Added
Signature Equity Partners, LLC17$1.24K0.00%+17New
Golden State Wealth Management, LLC16$1.18K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc14$1.03K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$9570.00%+13New
Missouri Trust & Investment Co12$8840.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$6630.00%+3+50.0%Added
Spire Wealth Management9$6450.00%−2−18.2%Reduced
TD Private Client Wealth LLC8$5890.00%00.0%Unchanged
Quarry LP8$5890.00%+3+60.0%Added
Aster Capital Management (DIFC) Ltd7$5160.00%−41−85.4%Reduced
SJS Investment Consulting Inc.7$5160.00%+5+250.0%Added
Ancora Advisors, LLC6$4420.00%−4−40.0%Reduced
UMA Financial Services, Inc.6$4420.00%+6New
True Wealth Design, LLC5$3690.00%+5New
Simplex Trading, LLC5$3680.00%−953−99.5%Reduced
Ronald Blue Trust, Inc.5$3680.00%+5New
Ankerstar Wealth, LLC3$2210.00%+3New
Abound Wealth Management2$1480.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC2$1480.00%+2New
Gilpin Wealth Management, LLC2$1480.00%+2New
Godfrey Financial Associates, Inc.2$1470.00%+2New
Transamerica Financial Advisors, Inc.1$740.00%+1New
Essential Partners LLC1$740.00%+1New
Torren Management, LLC1$440.00%+1New
American Century Companies Inc0$00.00%−227,936−100.0%Sold out
Sovereign's Capital Management, LLC0$00.00%−30,269−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−28,588−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−24,568−100.0%Sold out
First Trust Advisors LP0$00.00%−24,259−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−12,987−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−11,388−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,752−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−5,403−100.0%Sold out
Chicago Capital, LLC0$00.00%−5,054−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−4,705−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−3,297−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−3,068−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−3,061−100.0%Sold out
Wallace Advisory Group, LLC0$00.00%−2,051−100.0%Sold out
Bank of Montreal0$00.00%−2,886−100.0%Sold out
HighTower Advisors, LLC0$00.00%−2,828−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,806−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,609−100.0%Sold out
Summit Wealth Group LLC0$00.00%−10,986−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,432−100.0%Sold out
Advisory Services Network, LLC0$00.00%−313−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−239−100.0%Sold out
Group One Trading, L.P.0$00.00%−159−100.0%Sold out
Mather Group, LLC.0$00.00%−144−100.0%Sold out
Optiver Holding B.V.0$00.00%−65−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−49−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−17−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−15−100.0%Sold out
Bare Financial Services, Inc0$00.00%−13−100.0%Sold out
Atlantic Trust, LLC0$00.00%−7−100.0%Sold out
Kilter Group LLC0$00.00%−7−100.0%Sold out
Huntington National Bank0$00.00%−6−100.0%Sold out
South State Corp.0$00.00%−6−100.0%Sold out
CVA Family Office, LLC0$00.00%−6−100.0%Sold out