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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
12
shares
|
$828
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
11
shares
|
$759
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10
shares
|
$690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
9
shares
|
$621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
8
shares
|
$552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8
shares
|
$552
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8
shares
|
$552
0.0% of portfolio
|
Q3 2025
Reduced 92.08%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7
shares
|
$483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
7
shares
|
$483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$483
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
6
shares
|
$414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$414
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6
shares
|
$414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
6
shares
|
$414
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5
shares
|
$345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
5
shares
|
$345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$138
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
2
shares
|
$138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|