Goosehead Insurance, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (GSHD) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2018 to Q4 2025

Type / Class
Equity / CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE
Symbol
GSHD on Nasdaq
Shares outstanding
36,917,006
Price per share
$62.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
27,218,618
Total reported value
$2,008,264,977
% of total 13F portfolios
0%
Share change
-348,563
Value change
-$26,094,854
Number of holders
261
Price from insider filings
$62.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Goosehead Insurance, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (GSHD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Jones Mark Evan 35% +3.8% $811,292,178 +$13,378,880 12,957,869 +1.7% Mark E. Jones 23 Feb 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8.1% -3.8% $149,938,998 -$8,470,426 2,012,604 -5.3% Kayne Anderson Rudnick Investment Management, LLC 31 Dec 2025
T. Rowe Price Investment Management, Inc. 8% +52% $149,149,224 +$48,703,258 2,002,003 +48% T. Rowe Price Investment Management, Inc. 31 Dec 2025
WASATCH ADVISORS LP 7% -14% $129,118,930 -$21,489,674 1,733,140 -14% Wasatch Advisors LP 31 Dec 2025
Durable Capital Partners LP 5.7% $129,493,245 1,454,490 Durable Capital Partners LP 13 Aug 2025

As of 31 Dec 2025, 261 institutional investors reported holding 27,218,618 shares of Goosehead Insurance, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (GSHD). This represents 74% of the company’s total 36,917,006 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Goosehead Insurance, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (GSHD) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.8% 3,605,871 +1.2% 0% $265,572,408
VANGUARD GROUP INC 6.9% 2,564,899 -0.92% 0% $188,904,811
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5.4% 2,010,884 -5.4% 0.4% $148,101,627
T. Rowe Price Investment Management, Inc. 5.4% 2,002,003 +38% 0.09% $147,448,000
WASATCH ADVISORS LP 4.7% 1,733,140 -22% 0.76% $127,645,761
Capital World Investors 4.6% 1,688,000 0% 0.02% $124,321,200
Durable Capital Partners LP 4.2% 1,562,969 +1.3% 1.1% $115,112,667
DF DENT & CO INC 2.8% 1,044,660 +3.2% 1.1% $76,939,212
STATE STREET CORP 2.8% 1,028,265 -3% 0% $75,731,717
Balyasny Asset Management L.P. 2.1% 791,399 -15% 0.11% $58,286,536
GEODE CAPITAL MANAGEMENT, LLC 1.9% 716,148 -0.45% 0% $52,751,713
Langdon Equity Partners 1.4% 520,000 0% 22% $41,892,158
DIMENSIONAL FUND ADVISORS LP 1.2% 448,113 -0.79% 0.01% $33,004,552
AKRE CAPITAL MANAGEMENT LLC 1% 371,096 +1.4% 0.3% $27,331,220
GOLDMAN SACHS GROUP INC 0.98% 361,553 +38% 0% $26,628,378
MORGAN STANLEY 0.81% 297,416 -8.3% 0% $21,904,788
Whitebark Investors LP 0.73% 269,322 -21% 12% $19,835,565
BANK OF AMERICA CORP /DE/ 0.7% 256,806 +9.7% 0% $18,913,762
NORTHERN TRUST CORP 0.65% 241,074 -5.7% 0% $17,755,099
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.62% 227,628 +0.21% 0% $16,764,802
3G Capital Partners LP 0.61% 225,000 +80% 3.9% $16,571,250
RIVERBRIDGE PARTNERS LLC 0.57% 210,392 -4.6% 0.29% $15,495,405
Freestone Grove Partners LP 0.51% 188,271 0.1% $13,866,159
PRINCIPAL FINANCIAL GROUP INC 0.48% 178,411 +11% 0.01% $13,139,970
WELLS FARGO & COMPANY/MN 0.47% 171,893 +1.3% 0% $12,659,845

Institutional Holders of Goosehead Insurance, Inc. - CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (GSHD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 27,218,618 $2,008,264,977 -$26,094,854 $73.65 261
2025 Q3 27,030,935 $2,011,689,670 -$52,216,325 $74.42 258
2025 Q2 27,373,366 $2,888,098,056 +$122,255,725 $105.51 273
2025 Q1 26,155,649 $3,090,211,210 -$13,966,901 $118.06 283
2024 Q4 26,204,610 $2,809,542,246 -$71,085,783 $107.22 262
2024 Q3 26,352,766 $2,353,323,722 -$6,511,762 $89.30 224
2024 Q2 26,943,649 $1,547,319,170 +$42,463,970 $57.44 210
2024 Q1 25,994,047 $1,730,818,924 +$46,688,036 $66.62 229
2023 Q4 25,090,039 $1,901,226,623 -$52,202,599 $75.80 249
2023 Q3 26,000,689 $1,937,632,834 +$173,033,971 $74.53 231
2023 Q2 23,740,189 $1,492,822,360 +$1,861,545 $62.89 179
2023 Q1 23,750,012 $1,239,825,398 +$52,283,671 $52.20 170
2022 Q4 23,034,550 $791,431,563 +$20,339,280 $34.34 163
2022 Q3 22,401,397 $798,457,623 -$3,625,350 $35.64 151
2022 Q2 22,136,149 $1,011,351,137 +$75,210,751 $45.67 153
2022 Q1 20,166,197 $1,584,701,795 -$40,838,868 $78.57 170
2021 Q4 20,424,985 $2,656,361,902 -$54,856,099 $130.08 178
2021 Q3 20,033,618 $3,050,439,474 +$201,563,746 $152.29 176
2021 Q2 18,805,559 $2,393,963,112 +$190,603,076 $127.30 167
2021 Q1 17,464,933 $1,871,796,389 -$2,861,902 $107.18 187
2020 Q4 17,478,148 $2,180,172,927 +$101,262,588 $124.76 174
2020 Q3 16,552,002 $1,432,725,931 +$12,854,403 $86.59 163
2020 Q2 16,394,805 $1,232,187,006 +$121,951,929 $75.16 144
2020 Q1 15,261,456 $681,091,039 +$4,364,316 $44.63 126
2019 Q4 15,151,975 $642,446,582 +$52,398,056 $42.40 118
2019 Q3 13,633,080 $672,774,231 +$33,918,389 $49.35 114
2019 Q2 12,946,313 $618,813,072 +$59,581,170 $47.80 109
2019 Q1 11,749,123 $327,653,839 +$23,579,247 $27.88 76
2018 Q4 10,903,374 $286,648,805 +$24,977,653 $26.29 67
2018 Q3 9,789,014 $331,552,418 -$10,272,861 $33.87 76
2018 Q2 10,237,379 $255,527,056 +$255,519,019 $24.96 61