Institutional Ownership Goosehead Insurance, Inc. (GSHD)
This table provides information about the institutional ownership of Goosehead Insurance, Inc. (GSHD). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
90
shares
|
$6,212
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
88
shares
|
$6,074
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$5,660
0.0% of portfolio
|
Q1 2022
Added 26.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
80
shares
|
$5,522
0.0% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
76
shares
|
$5,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
73
shares
|
$5,039
0.0% of portfolio
|
Q3 2025
Reduced 83.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
68
shares
|
$4,694
0.0% of portfolio
|
Q4 2024
Reduced 21.84%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
65
shares
|
$4,486
0.0% of portfolio
|
Q3 2025
Added 109.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
59
shares
|
$4,072
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
49
shares
|
$3,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
49
shares
|
$3,382
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
48
shares
|
$3,313
0.0% of portfolio
|
Q3 2025
Reduced 72.41%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
47
shares
|
$3,244
0.0% of portfolio
|
Q3 2025
Added 1466.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
46
shares
|
$3,175
0.0% of portfolio
|
Q3 2025
Added 91.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$3,037
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
36
shares
|
$2,485
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$2,070
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
29
shares
|
$2,001
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
17
shares
|
$1,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
14
shares
|
$966
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
14
shares
|
$966
0.0% of portfolio
|
Q2 2025
Reduced 62.16%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
13
shares
|
$897
0.0% of portfolio
|
Q3 2025
Reduced 53.57%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$897
0.0% of portfolio
|
Q3 2025
Reduced 58.06%
|
|