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Goosehead Insurance Inc (GSHD)

CUSIP: 38267D109 | NYSE | Financial Services · Insurance Brokers | Small Cap | 699 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC1,180,2955.0%Newly reportedSep 30, 202692d ahead of 13F (1,293,807 sh) · −113,512
13D/AMark E. Jones
with The Mark & Robyn Jones Descendants Trust 2014, Mark E. Jones, Jr., Serena Jones, +28 more
12,462,08934.2%−495,780Aug 20, 2026No 13F filer matched
13G/ADurable Capital Partners LP2,570,26010.8%New 5%+ stakeJul 24, 202624d ahead of 13F (1,837,151 sh) · +733,109
13D/AAdrienne Jones
with SLJ 2023 Grantor Retained Annuity Trust
285,0270.8%Newly reportedFeb 23, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC1,180,295
5.0% of class · Sep 30, 2026Newly reported
92d ahead of 13F (1,293,807 sh) · −113,512
13D/AMark E. Jones12,462,089
34.2% of class · Aug 20, 2026−495,780
with The Mark & Robyn Jones Descendants Trust 2014, Mark E. Jones, Jr., Serena Jones, +28 more
No 13F filer matched
13G/ADurable Capital Partners LP2,570,260
10.8% of class · Jul 24, 2026New 5%+ stake
24d ahead of 13F (1,837,151 sh) · +733,109
13D/AAdrienne Jones285,027
0.8% of class · Feb 23, 2026Newly reported
with SLJ 2023 Grantor Retained Annuity Trust
No 13F filer matched

Institutional Holders — Q3 2026

Wasatch Advisors LP2,430,746
0.8% of portfolio›$110.3M
Dimensional Fund Advisors LP264,910
0.0% of portfolio›$12.0M
Riverbridge Partners LLC120,605
0.2% of portfolio›$5.5M
Citigroup Inc119,065
0.0% of portfolio›$5.4M
Principal Financial Group Inc113,888
0.0% of portfolio›$5.2M
Oppenheimer Asset Management Inc.39,706
0.0% of portfolio›$1.8M
Motley Fool Asset Management LLC35,901
0.1% of portfolio›$1.6M
Creative Planning30,145
0.0% of portfolio›$1.4M
Apollon Wealth Management, LLC29,276
0.0% of portfolio›$1.3M
B. Metzler seel. Sohn & Co. AG27,593
0.0% of portfolio›$1.3M
PFS Partners, LLC24,536
0.5% of portfolio›$1.1M
Daiwa Securities Group Inc.23,716
0.0% of portfolio›$1.1M
Integrity Alliance, Llc.23,692
0.0% of portfolio›$1.1M
Exchange Traded Concepts, LLC23,582
0.0% of portfolio›$1.1M
Achmea Investment Management B.V.19,676
0.0% of portfolio›$893.2K
New York State Teachers Retirement System10,527
0.0% of portfolio›$478.0K
Louisiana State Employees Retirement System10,100
0.0% of portfolio›$458.1K
Atria Investments, Inc8,503
0.0% of portfolio›$385.7K
Amalgamated Bank6,161
0.0% of portfolio›$279.0K
Keeler Thomas Management LLC6,063
0.1% of portfolio›$275.0K
Yousif Capital Management, LLC6,051
0.0% of portfolio›$274.5K
Arizona State Retirement System5,996
0.0% of portfolio›$272.0K
Yorktown Management & Research Co Inc5,700
0.2% of portfolio›$258.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,608
0.0% of portfolio›$254.4K
Oregon Public Employees Retirement Fund5,364
0.0% of portfolio›$243.3K
Contravisory Investment Management, Inc.5,147
0.0% of portfolio›$233.5K
State of Alaska, Department of Revenue4,793
0.0% of portfolio›$217.0K
TD Waterhouse Canada Inc.4,444
0.0% of portfolio›$209.5K
Simplex Trading, LLC2,340
0.0% of portfolio›$106.1K
Nisa Investment Advisors, LLC1,497
0.0% of portfolio›$67.9K
Pinnacle Wealth Planning Services, Inc.1,203
0.0% of portfolio›$54.6K
Gamma Investing LLC1,200
0.0% of portfolio›$54.4K
Versant Capital Management, Inc1,057
0.0% of portfolio›$47.9K
Wilmington Savings Fund Society, FSB825
0.0% of portfolio›$37.4K
KBC Group NV799
0.0% of portfolio›$36.0K
Larson Financial Group LLC592
0.0% of portfolio›$26.9K
MassMutual Private Wealth & Trust, FSB588
0.0% of portfolio›$26.7K
Covestor Ltd581
0.0% of portfolio›$26
Sterling Capital Management LLC485
0.0% of portfolio›$22.0K
Wolff Wiese Magana LLC458
0.0% of portfolio›$20.8K
Caitong International Asset Management Co., Ltd406
0.0% of portfolio›$18.4K
Financial Management Professionals, Inc.381
0.0% of portfolio›$17.3K
EverSource Wealth Advisors, LLC372
0.0% of portfolio›$16.9K
Parallel Advisors, LLC347
0.0% of portfolio›$15.7K
Farther Finance Advisors, LLC282
0.0% of portfolio›$12.8K
Asset Dedication, LLC249
0.0% of portfolio›$11.3K
Signaturefd, LLC223
0.0% of portfolio›$10.1K
1620 Investment Advisors, Inc.199
0.0% of portfolio›$9.0K
Fulcrum Asset Management LLP190
0.0% of portfolio›$8.4K
Salomon & Ludwin, LLC187
0.0% of portfolio›$8.5K
Silver Grove Financial Group, Inc.134
0.0% of portfolio›$6.1K
Parkside Financial Bank & Trust68
0.0% of portfolio›$3.1K
Buck Wealth Strategies, LLC65
0.0% of portfolio›$2.9K
IFP Advisors, Inc64
0.0% of portfolio›$2.9K
West Paces Advisors Inc.50
0.0% of portfolio›$2.3K
SBI Securities Co., Ltd.50
0.0% of portfolio›$2.3K
Capital Advisors, Ltd. LLC49
0.0% of portfolio›$2
Private Wealth Management Group, LLC46
0.0% of portfolio›$2.1K
Bare Financial Services, Inc34
0.0% of portfolio›$1.5K
Financial Consulate, Inc34
0.0% of portfolio›$1.5K
Cassaday & Co Wealth Management LLC33
0.0% of portfolio›$1.5K
SJS Investment Consulting Inc.27
0.0% of portfolio›$1.2K
Avion Wealth27
0.0% of portfolio›$1
Root Financial Partners, LLC22
0.0% of portfolio›$998
Farmers & Merchants Investments Inc22
0.0% of portfolio›$998
Ascentis Wealth Management, LLC12
0.0% of portfolio›$544
Assetmark, Inc12
0.0% of portfolio›$544
UMB Private Wealth Management, LLC9
0.0% of portfolio›$408
Essential Partners LLC5
0.0% of portfolio›$227
Hughes Financial Services, LLC5
0.0% of portfolio›$238
Proathlete Wealth Management LLC4
0.0% of portfolio›$181
JFS Wealth Advisors, LLC3
0.0% of portfolio›$137
CoreCap Advisors, LLC3
0.0% of portfolio›$136
Abound Wealth Management2
0.0% of portfolio›$91
Davis Capital Management1
0.0% of portfolio›$45
Gilpin Wealth Management, LLC1
0.0% of portfolio›$46
GHP Investment Advisors, Inc.1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,430,746$110.3M0.8%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
264,910$12.0M0.0%IndexLowAustin, TX2026-11-04
Riverbridge Partners LLC
120,605$5.5M0.2%GrowthLowMinneapolis, MN2026-11-05
Citigroup Inc
119,065$5.4M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
113,888$5.2M0.0%CoreLowDes Moines, IA2026-11-02
Oppenheimer Asset Management Inc.
39,706$1.8M0.0%CoreMediumNew York, NY2026-10-27
Motley Fool Asset Management LLC
35,901$1.6M0.1%GrowthMediumAlexandria, VA2026-10-27
Creative Planning
30,145$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Apollon Wealth Management, LLC
29,276$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
B. Metzler seel. Sohn & Co. AG
27,593$1.3M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
PFS Partners, LLC
24,536$1.1M0.5%ETFVery LowMine Hill, NJ2026-10-21
Daiwa Securities Group Inc.
23,716$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Alliance, Llc.
23,692$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Exchange Traded Concepts, LLC
23,582$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Achmea Investment Management B.V.
19,676$893.2K0.0%CoreMediumZeist, Philippines2026-10-30
New York State Teachers Retirement System
10,527$478.0K0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
10,100$458.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Atria Investments, Inc
8,503$385.7K0.0%CoreMediumCharlotte, NC2026-10-15
Amalgamated Bank
6,161$279.0K0.0%CoreVery LowNew York, NY2026-10-23
Keeler Thomas Management LLC
6,063$275.0K0.1%CoreHighOrem, UT2026-10-29
Yousif Capital Management, LLC
6,051$274.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
5,996$272.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yorktown Management & Research Co Inc
5,700$258.6K0.2%MomentumMediumForest, VA2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,608$254.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,364$243.3K0.0%IndexVery LowTigard, OR2026-10-30
Contravisory Investment Management, Inc.
5,147$233.5K0.0%MomentumHighNorwell, MA2026-10-13
State of Alaska, Department of Revenue
4,793$217.0K0.0%CoreVery LowJuneau, AK2026-10-15
TD Waterhouse Canada Inc.
4,444$209.5K0.0%CoreLowToronto, Australia2026-10-16
Simplex Trading, LLC
2,340$106.1K0.0%CoreVery HighChicago, IL2026-11-04
Nisa Investment Advisors, LLC
1,497$67.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
1,203$54.6K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
1,200$54.4K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,057$47.9K0.0%GARPLowPhoenix, AZ2026-10-02
Wilmington Savings Fund Society, FSB
825$37.4K0.0%CoreLowWilmington, DE2026-10-23
KBC Group NV
799$36.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Larson Financial Group LLC
592$26.9K0.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
588$26.7K0.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
581$260.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
485$22.0K0.0%GARPMediumCharlotte, NC2026-10-22
Wolff Wiese Magana LLC
458$20.8K0.0%GrowthLowCarslbad, CA2026-10-15
Caitong International Asset Management Co., Ltd
406$18.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Financial Management Professionals, Inc.
381$17.3K0.0%ETFMediumAustin, TX2026-10-23
EverSource Wealth Advisors, LLC
372$16.9K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
347$15.7K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
282$12.8K0.0%IndexLowSan Francisco, CA2026-10-08
Asset Dedication, LLC
249$11.3K0.0%ETFLowSan Francisco, CA2026-11-03
Signaturefd, LLC
223$10.1K0.0%IndexLowAtlanta, GA2026-10-23
1620 Investment Advisors, Inc.
199$9.0K0.0%ValueLowPlymouth, MA2026-11-04
Fulcrum Asset Management LLP
190$8.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Salomon & Ludwin, LLC
187$8.5K0.0%ETFVery LowRichmond, VA2026-10-29
Silver Grove Financial Group, Inc.
134$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
68$3.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Buck Wealth Strategies, LLC
65$2.9K0.0%ValueMediumDenver, CO2026-10-28
IFP Advisors, Inc
64$2.9K0.0%GrowthLowTampa, FL2026-10-16
West Paces Advisors Inc.
50$2.3K0.0%ETFLowAtlanta, GA2026-10-13
SBI Securities Co., Ltd.
50$2.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Capital Advisors, Ltd. LLC
49$20.0%ETFLowShaker Heights, OH2026-10-27
Private Wealth Management Group, LLC
46$2.1K0.0%ETFLowPrinceton, NJ2026-10-19
Bare Financial Services, Inc
34$1.5K0.0%ETFVery LowGap, PA2026-11-04
Financial Consulate, Inc
34$1.5K0.0%ETFLowHunt Valley, MD2026-10-23
Cassaday & Co Wealth Management LLC
33$1.5K0.0%ETFVery LowMclean, VA2026-10-27
SJS Investment Consulting Inc.
27$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Avion Wealth
27$10.0%ETFLowThe Woodlands, TX2026-11-04
Root Financial Partners, LLC
22$9980.0%ETFMediumEncinitas, CA2026-10-21
Farmers & Merchants Investments Inc
22$9980.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
12$5440.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
12$5440.0%ETFLowConcord, CA2026-10-21
UMB Private Wealth Management, LLC
9$4080.0%GrowthN/AKansas City, MO2026-10-19
Essential Partners LLC
5$2270.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hughes Financial Services, LLC
5$2380.0%ETFLowHerndon, VA2026-10-30
Proathlete Wealth Management LLC
4$1810.0%ETFVery LowBoca Raton, FL2026-10-15
JFS Wealth Advisors, LLC
3$1370.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
3$1360.0%ETFMediumSouthfield, MI2026-10-08
Abound Wealth Management
2$910.0%ETFVery LowFranklin, TN2026-10-26
Davis Capital Management
1$450.0%CoreLowJacksonville, FL2026-10-08
Gilpin Wealth Management, LLC
1$460.0%GrowthLowDenver, CO2026-10-09
GHP Investment Advisors, Inc.
1$460.0%CoreVery LowDenver, CO2026-10-15