13FBOX
GOOSEHEAD INS INC CLASS A · 13F Institutional Holdings
Options Calculator Rankings
G

GOOSEHEAD INS INC CLASS A

GSHD
Institutions
233
Combined AUM (Q2 2026)
$1.26B
Combined Shares (Q2 2026)
26.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.8M
114 · 49 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.8M
116 · 35 Exit · ≈
⚖️ Net
-19,560
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.26B
Institutions
233
New Buys
49
Adds
65
Reduces
81
Exits
35
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#72$177.3M3.7M$157.3M3.7M-30,441-0.83%Reduce
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.33%0.28%#11$105.2M2.2M$96.3M2.3M-89,251-3.95%Reduce
Capital World Investors
0.01%0.01%#36$98.3M2.0M$84.1M2.0M+55,315+2.80%Add
WASATCH ADVISORS LP
0.6%0.65%#7$91.8M1.9M$97.8M2.3M-399,774-17.44%Reduce
Durable Capital Partners LP
0.87%0.69%#4$89.1M1.8M$66.7M1.6M+274,182+17.54%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#70$62.7M1.3M$56.3M1.3M-25,174-1.91%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#115$48.6M1.0M$45.7M1.1M-69,530-6.49%Reduce
STATE STREET CORP
<0.01%<0.01%#106$44.6M919,003$46.2M1.1M-164,149-15.15%Reduce
DF DENT & CO INC
0.71%#5$37.6M775,412$00+775,412New Buy
Langdon Equity Partners
19.38%28.4%#1$34.7M715,000$37.9M889,500-174,500-19.62%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#93$30.8M635,114$26.0M608,872+26,242+4.31%Add
T. Rowe Price Investment Management, Inc.
0.02%0.04%#27$29.2M602,345$51.0M1.2M-592,653-49.59%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%#34$27.1M557,992$00+557,992New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#79$24.6M507,585$18.8M439,798+67,787+15.41%Add
AKRE CAPITAL MANAGEMENT LLC
0.42%0.34%#10$21.5M443,385$18.9M443,38500.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#110$21.3M438,286$24.1M324,305+113,981+35.15%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#104$20.7M426,003$14.0M329,333+96,670+29.35%Add
Jupiter Topco LLC
0.01%#43$19.4M400,230$00+400,230New Buy
MARSHALL WACE, LLP
0.01%<0.01%#33$16.0M330,416$2.2M52,536+277,880+528.93%Add
Whitebark Investors LP
10.09%9.19%#2$13.1M269,322$11.5M269,32200.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#103$11.4M234,868$9.9M231,774+3,094+1.33%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#84$11.0M225,938$17.6M411,527-185,589-45.10%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#54$10.7M221,310$9.4M219,745+1,565+0.71%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#107$9.8M202,671$9.2M216,799-14,128-6.52%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#101$8.4M173,941$7.7M179,474-5,533-3.08%Reduce
CITIGROUP INC
<0.01%<0.01%#74$7.8M161,474$5.5M128,309+33,165+25.85%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#92$7.7M157,961$7.2M169,302-11,341-6.70%Reduce
Walleye Capital LLC
0.02%<0.01%#24$6.9M142,749$601,89014,109+128,640+911.76%Add
Bank of New York Mellon Corp
<0.01%<0.01%#114$6.5M134,954$5.9M138,605-3,651-2.63%Reduce
SEI INVESTMENTS CO
0.01%0.01%#55$5.8M119,264$7.0M163,452-44,188-27.03%Reduce
TUDOR INVESTMENT CORP ET AL
0.01%0.02%#42$5.7M117,736$11.3M264,836-147,100-55.54%Reduce
RIVERBRIDGE PARTNERS LLC
0.16%0.21%#12$5.6M115,819$8.4M195,817-79,998-40.85%Reduce
UBS Group AG
<0.01%<0.01%#140$4.7M96,467$3.8M90,152+6,315+7.00%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#99$4.3M87,985$726,35217,027+70,958+416.74%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#40$3.9M81,303$3.8M89,104-7,801-8.75%Reduce
Motley Fool Wealth Management, LLC
0.44%0.44%#9$3.9M90,909$3.9M90,90900.00%Unchanged
Quantinno Capital Management LP
<0.01%<0.01%#57$3.9M79,810$1.4M31,878+47,932+150.36%Add
Ewing Morris & Co. Investment Partners Ltd.
1.97%0.11%#3$3.8M77,633$4.3M101,683-24,050-23.65%Reduce
Point72 Asset Management, L.P.
<0.01%#61$3.8M77,577$00+77,577New Buy
Nuveen, LLC
<0.01%<0.01%#123$3.8M77,397$2.5M58,970+18,427+31.25%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.01%<0.01%#53$3.5M72,310$709,00016,626+55,684+334.92%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#127$3.5M72,271$3.6M83,240-10,969-13.18%Reduce
LOS ANGELES CAPITAL MANAGEMENT LLC
0.01%<0.01%#35$3.2M66,244$5,716134+66,110+49,335.82%Add
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.01%#51$3.1M64,277$3.0M70,327-6,050-8.60%Reduce
BANK OF MONTREAL /CAN/
<0.01%#116$3.1M63,266$00+63,266New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#119$2.9M60,437$6.1M143,540-83,103-57.90%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#156$2.9M59,632$3.1M73,306-13,674-18.65%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#77$2.9M59,367$2.3M53,811+5,556+10.33%Add
Legal & General Group Plc
<0.01%<0.01%#143$2.8M57,037$2.6M60,267-3,230-5.36%Reduce
Corient Private Wealth LLC
<0.01%<0.01%#82$2.8M56,793$1.1M25,452+31,341+123.14%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow