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 301 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
168
shares
|
$18,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
126
shares
|
$13,721
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
119
shares
|
$12,959
0.0% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
102
shares
|
$11,107
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
87
shares
|
$9,474
0.0% of portfolio
|
Q1 2025
Added 40.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$8,929
0.0% of portfolio
|
Q1 2022
Added 26.15%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
76
shares
|
$8,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
68
shares
|
$7,405
0.0% of portfolio
|
Q4 2024
Reduced 21.84%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
67
shares
|
$7,296
0.0% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
66
shares
|
$7,187
0.0% of portfolio
|
Q3 2024
Added 53.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
56
shares
|
$6,098
0.0% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
51
shares
|
$5,553
0.0% of portfolio
|
Q1 2025
Added 96.15%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
50
shares
|
$5,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
49
shares
|
$5,336
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
49
shares
|
$5,336
0.0% of portfolio
|
Q4 2024
Added 512.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
45
shares
|
$4,900
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
44
shares
|
$4,791
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
37
shares
|
$4,029
0.0% of portfolio
|
Q1 2025
Added 311.11%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
36
shares
|
$3,920
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35
shares
|
$3,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
31
shares
|
$3,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
24
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
23
shares
|
$2,504
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
14
shares
|
$1,524
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$1,306
0.0% of portfolio
|
Q1 2025
Added 500.0%
|