Goosehead Insurance, Inc.

GSHD
交易所
Nasdaq
產業
Insurance Agents, Brokers & Service
SEC CIK
0001726978

13F 持有人:2026 年第 2 季

持倉截至 2026/6/30。

管理 1 億美元以上美股的投資機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
230
較 2026 年第 1 季 +12
持有股數
2,595.38 萬
較 2026 年第 1 季 −88.88 萬 (−3.3%)
總市值
$12.58 億
較 2026 年第 1 季 +$1.12 億 (+9.8%)

跟 2026 年第 1 季 比較:新進與清倉的機構

歷年持有家數

2021 年第 3 季 183 家 → 2026 年第 2 季 230 家

看各季數字

持有機構

2026 年第 2 季 持有 GSHD 的機構
機構股數市值佔組合 %股數變化動作
Evolution Advisers, Inc.5$00.00%+5新進
GHP Investment Advisors, Inc.1$490.00%00.0%不變
Hughes Financial Services, LLC1$490.00%00.0%不變
Davis Capital Management1$490.00%+1新進
Abound Wealth Management2$970.00%00.0%不變
Godfrey Financial Associates, Inc.2$970.00%00.0%不變
Plante Moran Financial Advisors, LLC4$1940.00%+4新進
JPL Wealth Management, LLC5$2430.00%00.0%不變
Parkside Financial Bank & Trust6$2910.00%−4−40.0%減碼
Clearstead Advisors, LLC6$2910.00%+6新進
Quarry LP10$4850.00%+10新進
FARMERS & MERCHANTS INVESTMENTS INC14$6790.00%00.0%不變
SJS Investment Consulting Inc.15$7280.00%+7+87.5%加碼
Cornerstone Planning Group LLC18$9250.00%+18新進
HARBOUR INVESTMENTS, INC.20$9700.00%00.0%不變
Avion Wealth27$1,0000.00%+27新進
Stone House Investment Management, LLC23$1,1160.00%+22+2,200.0%加碼
Bare Financial Services, Inc25$1,2130.00%−19−43.2%減碼
Fulcrum Asset Management LLP30$1,4390.00%+30新進
Cassaday & Co Wealth Management LLC33$1,6010.00%00.0%不變
Capital Advisors, Ltd. LLC49$2,0000.00%00.0%不變
Bogart Wealth, LLC44$2,1340.00%00.0%不變
Private Wealth Management Group, LLC46$2,2310.00%−83−64.3%減碼
Keating Financial Advisory Services, Inc.49$2,3770.00%−2−3.9%減碼
WEST PACES ADVISORS INC.50$2,4250.00%+50新進
Advisors Asset Management, Inc.56$2,7160.00%00.0%不變
SBI Securities Co., Ltd.59$2,8620.00%+10+20.4%加碼
Buck Wealth Strategies, LLC65$3,1530.00%+65新進
IFP Advisors, Inc70$3,3950.00%+57+438.5%加碼
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC70$3,5430.00%−40−36.4%減碼
HUNTINGTON NATIONAL BANK78$3,7830.00%+78新進
Essential Partners LLC81$3,9290.00%+78+2,600.0%加碼
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/88$4,2680.00%+66+300.0%加碼
Owls Nest Partners IA, LLC100$4,8500.00%−2,166−95.6%減碼
ROTHSCHILD INVESTMENT LLC117$5,6750.00%+32+37.6%加碼
WHITTIER TRUST CO OF NEVADA INC103$5,7270.00%00.0%不變
Optiver Holding B.V.125$6,0620.00%+125新進
Silver Grove Financial Group, Inc.129$6,2560.00%+129新進
SIGNATUREFD, LLC153$7,4210.00%+77+101.3%加碼
Salomon & Ludwin, LLC162$8,1990.00%+108+200.0%加碼
Smartleaf Asset Management LLC193$9,2840.00%00.0%不變
GW&K Investment Management, LLC201$1 萬0.00%00.0%不變
1620 INVESTMENT ADVISORS, INC.219$1.06 萬0.01%−52−19.2%減碼
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO237$1.15 萬0.00%+188+383.7%加碼
Allworth Financial LP241$1.17 萬0.00%+73+43.5%加碼
Asset Dedication, LLC249$1.21 萬0.00%00.0%不變
Covestor Ltd274$1.3 萬0.01%−624−69.5%減碼
Aster Capital Management (DIFC) Ltd288$1.4 萬0.00%+201+231.0%加碼
Farther Finance Advisors, LLC302$1.46 萬0.00%+244+420.7%加碼
Parallel Advisors, LLC324$1.57 萬0.00%+173+114.6%加碼
BNP PARIBAS ASSET MANAGEMENT Holding S.A.349$1.69 萬0.00%−59−14.5%減碼
EverSource Wealth Advisors, LLC351$1.7 萬0.00%−179−33.8%減碼
Quantbot Technologies LP373$1.81 萬0.00%+373新進
Allied Private Wealth LLC318$1.81 萬0.01%+318新進
Financial Management Professionals, Inc.381$1.85 萬0.00%+381新進
Sterling Capital Management LLC436$2.11 萬0.00%+149+51.9%加碼
WOLFF WIESE MAGANA LLC461$2.24 萬0.01%−150−24.5%減碼
UMB BANK N A/MO465$2.26 萬0.00%+212+83.8%加碼
Global Retirement Partners, LLC486$2.36 萬0.00%+486新進
MASSMUTUAL TRUST CO FSB/ADV514$2.49 萬0.00%+426+484.1%加碼
BESSEMER GROUP INC535$2.6 萬0.00%+289+117.5%加碼
Larson Financial Group LLC573$2.78 萬0.00%−833−59.2%減碼
Versant Capital Management, Inc772$3.74 萬0.00%+637+471.9%加碼
ADVISOR GROUP HOLDINGS, INC.799$3.88 萬0.00%+176+28.3%加碼
KBC Group NV799$3.9 萬0.00%00.0%不變
BRYN MAWR TRUST Co825$4 萬0.00%00.0%不變
Rockefeller Capital Management L.P.868$4.21 萬0.00%−46−5.0%減碼
GAMMA Investing LLC872$4.23 萬0.00%+134+18.2%加碼
HANTZ FINANCIAL SERVICES, INC.904$4.4 萬0.00%+597+194.5%加碼
Pinnacle Wealth Planning Services, Inc.920$4.46 萬0.00%+342+59.2%加碼
Nykredit A/S1,032$5.01 萬0.00%+1,032新進
NISA INVESTMENT ADVISORS, LLC1,295$6.28 萬0.00%+410+46.3%加碼
MEEDER ASSET MANAGEMENT INC1,528$7.41 萬0.00%+1,528新進
Tower Research Capital LLC (TRC)1,551$7.52 萬0.00%−1,423−47.8%減碼
SRS Capital Advisors, Inc.1,575$7.64 萬0.00%+1,575新進
Ameritas Investment Partners, Inc.2,016$9.78 萬0.00%00.0%不變
The PNC Financial Services Group, Inc.2,260$10.96 萬0.00%+974+75.7%加碼
FMR LLC2,469$11.98 萬0.00%+504+25.6%加碼
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO2,526$12.3 萬0.00%00.0%不變
New Age Alpha Advisors, LLC3,039$14.74 萬0.01%−12,525−80.5%減碼
ProShare Advisors LLC3,341$16.2 萬0.00%+3,341新進
SIMPLEX TRADING, LLC3,686$17.88 萬0.00%+3,686新進
COMPASS FINANCIAL MANAGEMENT LLC3,959$19.2 萬0.02%+3,959新進
Engineers Gate Manager LP4,260$20.66 萬0.00%−706−14.2%減碼
INTECH INVESTMENT MANAGEMENT LLC4,431$21.49 萬0.00%−1,106−20.0%減碼
Voya Investment Management LLC4,508$21.86 萬0.00%+4,508新進
TD Waterhouse Canada Inc.4,444$22.49 萬0.00%00.0%不變
GSA CAPITAL PARTNERS LLP4,807$23.3 萬0.01%−23,521−83.0%減碼
M&T Bank Corp4,824$23.35 萬0.00%+46+1.0%加碼
BLAIR WILLIAM & CO/IL4,911$23.82 萬0.00%−548−10.0%減碼
MERCER GLOBAL ADVISORS INC /ADV5,272$25.57 萬0.00%+5,272新進
KLP KAPITALFORVALTNING AS5,300$25.71 萬0.00%00.0%不變
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,429$26.33 萬0.00%−300−5.2%減碼
WILEY BROS.-AINTREE CAPITAL, LLC5,472$26.54 萬0.00%−1,675−23.4%減碼
LPL Financial LLC5,564$26.99 萬0.00%−330−5.6%減碼
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,613$27.22 萬0.00%−547−8.9%減碼
Keeler Thomas Management LLC5,725$27.76 萬0.10%+5,725新進
Zurcher Kantonalbank (Zurich Cantonalbank)5,727$27.78 萬0.00%00.0%不變
AE Wealth Management LLC5,990$29.05 萬0.00%+5,990新進
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM6,067$29.43 萬0.00%00.0%不變