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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
12
shares
|
$1,306
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
12
shares
|
$1,306
0.0% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
11
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11
shares
|
$1,197
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
10
shares
|
$1,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$1,089
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
9
shares
|
$980
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
9
shares
|
$980
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
9
shares
|
$980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$762
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6
shares
|
$653
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6
shares
|
$653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5
shares
|
$544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3
shares
|
$326
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$326
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2
shares
|
$217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1
shares
|
$108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|