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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, Q1 2026

Institutional positions in Goosehead Insurance, Inc. as of Mar 31, 2026. 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
218
−42 vs. Q4 2025
Shares held
26.8M
+2.18M (+8.8%) vs. Q4 2025
Total value
$1.15B
−$673.9M (−37.0%) vs. Q4 2025
New holders
26
89 more added
Sold out
68
71 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 218 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 heldQ1 2026: $1.15B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q4 2025.

Institutions holding GSHD in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Hughes Financial Services, LLC1$430.00%−12−92.3%Reduced
GHP Investment Advisors, Inc.1$430.00%+1New
Stone House Investment Management, LLC1$430.00%+1New
Cedar Mountain Advisors, LLC1$430.00%+1New
CVA Family Office, LLC1$430.00%+1New
Ronald Blue Trust, Inc.2$850.00%−3−60.0%Reduced
Godfrey Financial Associates, Inc.2$850.00%00.0%Unchanged
Abound Wealth Management2$860.00%00.0%Unchanged
Root Financial Partners, LLC3$1280.00%−76−96.2%Reduced
JFS Wealth Advisors, LLC3$1280.00%−6−66.7%Reduced
Essential Partners LLC3$1280.00%+2+200.0%Added
JPL Wealth Management, LLC5$2140.00%+5New
Kilter Group LLC6$2560.00%+6New
SJS Investment Consulting Inc.8$3420.00%+1+14.3%Added
Parkside Financial Bank & Trust10$4280.00%−51−83.6%Reduced
Missouri Trust & Investment Co12$5120.00%00.0%Unchanged
IFP Advisors, Inc13$5550.00%−4−23.5%Reduced
Manchester Capital Management LLC13$5550.00%+13New
Farmers & Merchants Investments Inc14$5970.00%00.0%Unchanged
Signature Equity Partners, LLC17$7200.00%00.0%Unchanged
Harbour Investments, Inc.20$8530.00%+20New
Zions Bancorporation, National Association22$9390.00%−20−47.6%Reduced
Caitong International Asset Management Co., Ltd32$1.36K0.00%−162−83.5%Reduced
Cassaday & Co Wealth Management LLC33$1.41K0.00%+33New
JNBA Financial Advisors35$1.49K0.00%+35New
Bogart Wealth, LLC44$1.88K0.00%00.0%Unchanged
Bare Financial Services, Inc44$1.88K0.00%+44New
Capital Advisors, Ltd. LLC49$2.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co49$2.09K0.00%−122−71.3%Reduced
SBI Securities Co., Ltd.49$2.09K0.00%−1−2.0%Reduced
Keating Financial Advisory Services, Inc.51$2.18K0.00%+51New
Salomon & Ludwin, LLC54$2.29K0.00%−31−36.5%Reduced
Advisors Asset Management, Inc.56$2.39K0.00%00.0%Unchanged
Farther Finance Advisors, LLC58$2.42K0.00%+19+48.7%Added
MAI Capital Management68$2.90K0.00%+13+23.6%Added
Signaturefd, LLC76$3.24K0.00%−25−24.8%Reduced
Rothschild Investment LLC85$3.63K0.00%+43+102.4%Added
Massmutual Trust Co FSB88$3.75K0.00%+17+23.9%Added
Whittier Trust Co of Nevada Inc103$4.58K0.00%−218−67.9%Reduced
International Assets Investment Management, LLC110$4.60K0.00%−7−6.0%Reduced
Private Wealth Management Group, LLC129$5.50K0.00%+129New
Los Angeles Capital Management LLC134$5.72K0.00%00.0%Unchanged
Versant Capital Management, Inc135$5.76K0.00%−1,088−89.0%Reduced
Parallel Advisors, LLC151$6.44K0.00%−20−11.7%Reduced
Allworth Financial LP168$7.17K0.00%+103+158.5%Added
Smartleaf Asset Management LLC193$8.19K0.00%−287−59.8%Reduced
GW&K Investment Management, LLC201$9.00K0.00%00.0%Unchanged
Advisory Services Network, LLC232$9.90K0.00%+232New
Bessemer Group Inc246$10.0K0.00%−66−21.2%Reduced
Aster Capital Management (DIFC) Ltd87$10.3K0.00%+80+1,142.9%Added
Asset Dedication, LLC249$10.6K0.00%00.0%Unchanged
Umb Bank N A253$10.8K0.00%+92+57.1%Added
1620 Investment Advisors, Inc.271$11.6K0.01%00.0%Unchanged
Sterling Capital Management LLC287$12.2K0.00%−125−30.3%Reduced
Hantz Financial Services, Inc.307$13.0K0.00%+72+30.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.408$17.4K0.00%+408New
EverSource Wealth Advisors, LLC530$22.6K0.00%+409+338.0%Added
CWM, LLC551$23.5K0.00%+255+86.1%Added
Pinnacle Wealth Planning Services, Inc.578$24.7K0.00%+185+47.1%Added
Wolff Wiese Magana LLC611$26.1K0.01%+29+5.0%Added
Steward Partners Investment Advisory, LLC620$26.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.623$26.6K0.00%+23+3.8%Added
Cullen/Frost Bankers, Inc.715$30.5K0.00%−1,680−70.1%Reduced
GAMMA Investing LLC738$31.5K0.00%−2,787−79.1%Reduced
KBC Group NV799$34.0K0.00%00.0%Unchanged
Bryn Mawr Trust Co825$35.2K0.00%+400+94.1%Added
Nisa Investment Advisors, LLC885$37.8K0.00%+479+118.0%Added
Covestor Ltd898$38.0K0.03%−887−49.7%Reduced
Rockefeller Capital Management L.P.914$39.0K0.00%+154+20.3%Added
The PNC Financial Services Group, Inc.1,286$54.9K0.00%+163+14.5%Added
Larson Financial Group LLC1,406$60.0K0.00%+1,159+469.2%Added
FMR LLC1,965$83.8K0.00%−16,823−89.5%Reduced
Ameritas Investment Partners, Inc.2,016$86.0K0.00%00.0%Unchanged
Owls Nest Partners IA, LLC2,266$96.7K0.03%+2,166+2,166.0%Added
Public Employees Retirement Association of Colorado2,526$108.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,974$126.9K0.00%+1,308+78.5%Added
TD Waterhouse Canada Inc.4,444$185.4K0.00%00.0%Unchanged
M&T Bank Corp4,778$203.4K0.00%−1,940−28.9%Reduced
Engineers Gate Manager LP4,966$211.8K0.00%−1,713−25.6%Reduced
JustInvest LLC5,169$220.5K0.00%+1,252+32.0%Added
Institute for Wealth Management, LLC.5,251$224.0K0.02%00.0%Unchanged
KLP Kapitalforvaltning AS5,300$226.1K0.00%00.0%Unchanged
Blair William & Co5,459$232.9K0.00%−1,372−20.1%Reduced
Barclays PLC5,491$234.2K0.00%−31,481−85.1%Reduced
Intech Investment Management LLC5,537$236.2K0.00%−3,993−41.9%Reduced
State of Tennessee, Treasury Department5,544$236.5K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)5,727$244.3K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund5,729$244.4K0.00%00.0%Unchanged
Handelsbanken Fonder AB5,800$247.0K0.00%00.0%Unchanged
LPL Financial LLC5,894$251.4K0.00%+1,151+24.3%Added
Neuberger Berman Group LLC5,974$254.9K0.00%−1,999−25.1%Reduced
State Board of Administration of Florida Retirement System6,067$258.8K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,160$262.8K0.00%−7−0.1%Reduced
Teachers Retirement System of the State of Kentucky6,287$269.0K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey6,342$270.6K0.00%00.0%Unchanged
Baird Financial Group, Inc.6,525$278.4K0.00%−18−0.3%Reduced
Yousif Capital Management, LLC6,604$281.7K0.00%−108−1.6%Reduced
Vanguard Investments Australia, Ltd.6,667$284.4K0.00%+6,667New
Two Sigma Investments, LP6,702$285.9K0.00%−26,797−80.0%Reduced
Arizona State Retirement System6,842$291.9K0.00%−221−3.1%Reduced