GSHD · Company research
Goosehead Insurance, Inc. Class A Common Stock (GSHD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60558 | 2937063 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 799 | 39 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202671 | 9829544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461 | 22359 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220693 | 10703611 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Capital World Investors | 1422849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2027586 | 98337921 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WASATCH ADVISORS LP | 814133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1892453 | 91783971 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7675 | 372238 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202671 | 9829544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1269119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19803 | 960446 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160001 | 7760049 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29598 | 1435503 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6352 | 308 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 2377 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1164479 | 56477232 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24384 | 1182624 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27026 | 1310761 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 373 | 18091 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 3783 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10500 | 509250 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1551 | 75224 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209986 | 10184321 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904 | 44 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5300 | 257050 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36232 | 1757253 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397723 | 19289566 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FJ Capital Management LLC | 1599170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7925 | 384363 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49056 | 2379216 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AKRE CAPITAL MANAGEMENT LLC | 1112520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 443385 | 21504172 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12137 | 588644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193 | 9284 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KING LUTHER CAPITAL MANAGEMENT CORP | 310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8580 | 416130 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24580 | 1192130 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 514 | 24929 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2526 | 123 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45100 | 2187350 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17735 | 860147 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6067 | 294250 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56381 | 2734468 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5727 | 277760 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18742 | 908987 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1295 | 62808 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8282 | 401677 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5564 | 269854 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46847 | 2272085 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 291 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 1116 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56793 | 2754461 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 534 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 486 | 23571 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153 | 7421 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1316 | 63826 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Grandeur Peak Global Advisors, LLC | 1569137 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4875 | 440310 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4911 | 238174 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20349 | 986 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38750 | 1879375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Motley Fool Asset Management LLC | 1512814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33196 | 1610006 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 439507 | 21316090 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 919003 | 44571646 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6204 | 300894 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4431 | 214904 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 6256 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81303 | 3943196 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27678 | 1342383 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10792 | 523790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94143 | 4565936 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6747 | 327195 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12127 | 588160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4260 | 206610 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PFS Partners, LLC | 2002654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24536 | 1189988 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14229 | 690107 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3959 | 192012 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33624 | 1630764 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38543 | 1869336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34781 | 1686879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26421 | 1281418 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12009 | 582464 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7464 | 362004 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.