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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, Q2 2026

Institutional positions in Goosehead Insurance, Inc. as of Jun 30, 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
230
+14 vs. Q1 2026
Shares held
26.0M
−501.4K (−1.9%) vs. Q1 2026
Total value
$1.26B
+$128.8M (+11.4%) vs. Q1 2026
New holders
47
65 more added
Sold out
33
84 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 230 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 heldQ2 2026: $1.26B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Goosehead Insurance, Inc.; share changes are against Q1 2026.

Institutions holding GSHD in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
International Assets Investment Management, LLC70$3.54K0.00%−40−36.4%Reduced
IFP Advisors, Inc70$3.40K0.00%+57+438.5%Added
Buck Wealth Strategies, LLC65$3.15K0.00%+65New
SBI Securities Co., Ltd.59$2.86K0.00%+10+20.4%Added
Advisors Asset Management, Inc.56$2.72K0.00%00.0%Unchanged
West Paces Advisors Inc.50$2.42K0.00%+50New
Keating Financial Advisory Services, Inc.49$2.38K0.00%−2−3.9%Reduced
Private Wealth Management Group, LLC46$2.23K0.00%−83−64.3%Reduced
Bogart Wealth, LLC44$2.13K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC49$2.00K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC33$1.60K0.00%00.0%Unchanged
Fulcrum Asset Management LLP30$1.44K0.00%+30New
Bare Financial Services, Inc25$1.21K0.00%−19−43.2%Reduced
Stone House Investment Management, LLC23$1.12K0.00%+22+2,200.0%Added
Avion Wealth27$1.00K0.00%+27New
Harbour Investments, Inc.20$9700.00%00.0%Unchanged
Cornerstone Planning Group LLC18$9250.00%+18New
SJS Investment Consulting Inc.15$7280.00%+7+87.5%Added
Farmers & Merchants Investments Inc14$6790.00%00.0%Unchanged
Quarry LP10$4850.00%+10New
Parkside Financial Bank & Trust6$2910.00%−4−40.0%Reduced
Clearstead Advisors, LLC6$2910.00%+6New
JPL Wealth Management, LLC5$2430.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC4$1940.00%+4New
Abound Wealth Management2$970.00%00.0%Unchanged
Godfrey Financial Associates, Inc.2$970.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$490.00%00.0%Unchanged
Hughes Financial Services, LLC1$490.00%00.0%Unchanged
Davis Capital Management1$490.00%+1New
Evolution Advisers, Inc.5$00.00%+5New
Jacobson & Schmitt Advisors, LLC0$00.00%−158,918−100.0%Sold out
Motley Fool Wealth Management, LLC0$00.00%−90,909−100.0%Sold out
Trexquant Investment LP0$00.00%−58,500−100.0%Sold out
Phocas Financial Corp.0$00.00%−38,860−100.0%Sold out
Future Fund LLC0$00.00%−32,673−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−29,164−100.0%Sold out
TD Asset Management Inc0$00.00%−20,032−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,790−100.0%Sold out
Voleon Capital Management LP0$00.00%−10,537−100.0%Sold out
Centiva Capital, LP0$00.00%−9,192−100.0%Sold out
HSBC Holdings PLC0$00.00%−9,230−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−8,088−100.0%Sold out
Stansberry Asset Management, LLC0$00.00%−7,504−100.0%Sold out
Numerai GP LLC0$00.00%−7,451−100.0%Sold out
Two Sigma Investments, LP0$00.00%−6,702−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−5,974−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−5,251−100.0%Sold out
JustInvest LLC0$00.00%−5,169−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−715−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−620−100.0%Sold out
Advisory Services Network, LLC0$00.00%−232−100.0%Sold out
MAI Capital Management0$00.00%−68−100.0%Sold out
JNBA Financial Advisors0$00.00%−35−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−32−100.0%Sold out
Signature Equity Partners, LLC0$00.00%−17−100.0%Sold out
Manchester Capital Management LLC0$00.00%−13−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−12−100.0%Sold out
Kilter Group LLC0$00.00%−6−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
Root Financial Partners, LLC0$00.00%−3−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−2−100.0%Sold out
Cedar Mountain Advisors, LLC0$00.00%−1−100.0%Sold out
CVA Family Office, LLC0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed