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Lemonade Inc (LMND)

CUSIP: 52567D107 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 1037 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Halter Ferguson Financial Inc.830,255
6.5% of portfolio›$37.5M
Analyst IMS Investment Management Services Ltd.587,263
0.0% of portfolio›$26.5K
Citigroup Inc276,762
0.0% of portfolio›$12.5M
Privium Fund Management B.V.270,259
2.4% of portfolio›$12.2M
Bank of New York Mellon Corp210,747
0.0% of portfolio›$9.5M
PhiloSmith Capital Corp172,550
2.2% of portfolio›$7.8M
Imc-Chicago, LLC71,242
0.0% of portfolio›$3.2M
Sparta 24 Ltd.63,967
3.2% of portfolio›$2.9M
Amtrust Financial Services, Inc.56,644
0.7% of portfolio›$2.6M
NIA Impact Advisors, LLC55,415
1.1% of portfolio›$2.5M
Simplex Trading, LLC31,060
0.0% of portfolio›$1.4M
DekaBank Deutsche Girozentrale28,645
0.0% of portfolio›$1.3K
Creative Planning27,874
0.0% of portfolio›$1.3M
Foyston, Gordon & Payne Inc26,333
0.2% of portfolio›$1.2M
Axxion S.A.24,211
0.1% of portfolio›$1.1M
State of New Jersey Common Pension Fund D23,129
0.0% of portfolio›$1.0M
United Capital Management of KS, Inc.21,455
0.1% of portfolio›$968.5K
Lido Advisors, LLC20,847
0.0% of portfolio›$941.0K
Arizona State Retirement System19,477
0.0% of portfolio›$879.2K
Dimensional Fund Advisors LP18,786
0.0% of portfolio›$848.0K
Commonwealth Equity Services, LLC14,940
0.0% of portfolio›$674.4K
Rare Wolf Capital LLC14,441
0.4% of portfolio›$651.9K
J. Safra Sarasin Holding AG14,320
0.0% of portfolio›$646.4K
Cambridge Investment Research Advisors, Inc.13,623
0.0% of portfolio›$615
Annex Advisory Services, LLC11,578
0.0% of portfolio›$522.6K
Wealth Enhancement Advisory Services, LLC10,946
0.0% of portfolio›$513.5K
Pictet Asset Management Holding SA10,369
0.0% of portfolio›$468.1K
Oppenheimer & Co Inc9,750
0.0% of portfolio›$440.1K
Parisi Gray Wealth Management9,253
0.1% of portfolio›$417.7K
Watershed Private Wealth LLC9,170
0.1% of portfolio›$413.9K
ProShare Advisors LLC9,035
0.0% of portfolio›$407.8K
Principal Financial Group Inc8,313
0.0% of portfolio›$375.2K
Johnson & White Wealth Management, LLC7,745
0.1% of portfolio›$349.6K
Fermata Advisors, LLC7,200
0.1% of portfolio›$325.0K
Xponance LLC6,887
0.0% of portfolio›$310.9K
Titleist Asset Management, LLC5,979
0.0% of portfolio›$269.9K
Fulcrum Asset Management LLP5,972
0.0% of portfolio›$266.4K
Ascent Wealth Partners, LLC5,786
0.0% of portfolio›$261.2K
GFS Advisors, LLC5,700
0.0% of portfolio›$257.0K
Fearless Solutions, LLC dba Best Invest5,302
0.1% of portfolio›$239.3K
SBI Securities Co., Ltd.5,171
0.0% of portfolio›$233.4K
Vontobel Holding Ltd.4,971
0.0% of portfolio›$224.4K
Schorn Wealth LLC4,722
0.1% of portfolio›$213.2K
Leonteq Securities AG4,658
0.0% of portfolio›$210.3K
Swiss Life Asset Management Ltd4,612
0.0% of portfolio›$208.2K
Sava Infond d.o.o.4,000
0.0% of portfolio›$180.6K
Nisa Investment Advisors, LLC3,926
0.0% of portfolio›$177.2K
Farther Finance Advisors, LLC3,853
0.0% of portfolio›$173.9K
Gamma Investing LLC3,398
0.0% of portfolio›$153.4K
Triumph Capital Management3,118
0.0% of portfolio›$140.7K
Strs Ohio2,800
0.0% of portfolio›$126.4K
Sterling Capital Management LLC2,374
0.0% of portfolio›$107.2K
Activest Wealth Management2,102
0.0% of portfolio›$94.9K
KBC Group NV2,070
0.0% of portfolio›$93
Union Bancaire Privee, UBP SA1,745
0.0% of portfolio›$77.8K
TD Waterhouse Canada Inc.1,500
0.0% of portfolio›$70.2K
Nemes Rush Group LLC1,100
0.0% of portfolio›$49.7K
Signaturefd, LLC1,082
0.0% of portfolio›$48.8K
Thompson Investment Management, Inc.1,000
0.0% of portfolio›$45.1K
Tsfg, LLC1,000
0.0% of portfolio›$45
Asset Management One Co., Ltd.948
0.0% of portfolio›$42.8K
IFP Advisors, Inc913
0.0% of portfolio›$41.2K
Elyxium Wealth, LLC731
0.0% of portfolio›$33.0K
Balance Wealth Partners LLC349
0.0% of portfolio›$15.7K
Capital Advisors, Ltd. LLC342
0.0% of portfolio›$15
Parallel Advisors, LLC250
0.0% of portfolio›$11.3K
Rossby Financial, LCC208
0.0% of portfolio›$9.4K
Dhjj Financial Advisors, Ltd.153
0.0% of portfolio›$6.9K
Root Financial Partners, LLC144
0.0% of portfolio›$6.5K
Archer Investment Corp143
0.0% of portfolio›$6.5K
Versant Capital Management, Inc132
0.0% of portfolio›$6.0K
Rakuten Securities, Inc.114
0.0% of portfolio›$5.1K
Abound Wealth Management114
0.0% of portfolio›$5.1K
Nfsg Corp107
0.0% of portfolio›$4.8K
EverSource Wealth Advisors, LLC101
0.0% of portfolio›$4.6K
Avion Wealth100
0.0% of portfolio›$4
Towne Trust Company, N.a100
0.0% of portfolio›$4.5K
Ulland Investment Advisors, LLC100
0.0% of portfolio›$5
Hurley Capital, LLC98
0.0% of portfolio›$4.4K
Covestor Ltd96
0.0% of portfolio›$4
Private Wealth Management Group, LLC84
0.0% of portfolio›$3.8K
Ascentis Independent Advisors83
0.0% of portfolio›$3.7K
Key Capital Management, Inc77
0.0% of portfolio›$3.5K
Parkside Financial Bank & Trust70
0.0% of portfolio›$3.2K
Nova Financial LLC60
0.0% of portfolio›$2.7K
MB, Levis & Associates, LLC60
0.0% of portfolio›$2.7K
Sfam, LLC58
0.0% of portfolio›$2.6K
Bank Julius Baer & Co. Ltd, Zurich55
0.0% of portfolio›$2.5K
Bank & Trust Co55
0.0% of portfolio›$2.5K
Latitude Advisors, LLC50
0.0% of portfolio›$2.3K
William Mack & Associates, Inc.46
0.0% of portfolio›$2.1K
Kingdom Financial Group Llc.40
0.0% of portfolio›$1.8K
Torren Management, LLC25
0.0% of portfolio›$1.1K
GHP Investment Advisors, Inc.25
0.0% of portfolio›$1.1K
Golden State Wealth Management, LLC25
0.0% of portfolio›$1.1K
GK Wealth Management LLC23
0.0% of portfolio›$1.0K
Blue Trust, Inc.22
0.0% of portfolio›$1.0K
North Star Investment Management Corp.20
0.0% of portfolio›$903
PayPay Securities Corp20
0.0% of portfolio›$903
MassMutual Private Wealth & Trust, FSB19
0.0% of portfolio›$858
Larson Financial Group LLC19
0.0% of portfolio›$858
Fortitude Family Office, LLC17
0.0% of portfolio›$767
DeDora Capital, Inc.16
0.0% of portfolio›$722
Ascentis Wealth Management, LLC16
0.0% of portfolio›$722
Westside Investment Management, Inc.15
0.0% of portfolio›$677
Private Trust Co NA15
0.0% of portfolio›$677
Bare Financial Services, Inc12
0.0% of portfolio›$542
Assetmark, Inc10
0.0% of portfolio›$451
Wolff Wiese Magana LLC9
0.0% of portfolio›$407
Pinnacle Wealth Planning Services, Inc.8
0.0% of portfolio›$361
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$316
Bfsg, LLC3
0.0% of portfolio›$136
Albion Financial Group2
0.0% of portfolio›$91
Chapman Financial Group, LLC1
0.0% of portfolio›$46
Illumine Investment Management, LLC0
0.7% of portfolio›$1.0M
StyleTurnoverLocationFiled
Halter Ferguson Financial Inc.
830,255$37.5M6.5%Agg GrowthMediumCarmel, IN2026-10-21
Analyst IMS Investment Management Services Ltd.
587,263$26.5K0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Citigroup Inc
276,762$12.5M0.0%CoreMediumNew York, NY2026-11-04
Privium Fund Management B.V.
270,259$12.2M2.4%GrowthMediumAmsterdam, Philippines2026-11-03
Bank of New York Mellon Corp
210,747$9.5M0.0%CoreLowNew York, NY2026-11-05
PhiloSmith Capital Corp
172,550$7.8M2.2%Deep ValueVery LowStamford, CT2026-10-23
Imc-Chicago, LLC
71,242$3.2M0.0%GARPVery HighChicago, IL2026-11-05
Sparta 24 Ltd.
63,967$2.9M3.2%YieldHighTirat Hacarmel, Luxembourg2026-11-04
Amtrust Financial Services, Inc.
56,644$2.6M0.7%ETFVery LowNew York, NY2026-10-19
NIA Impact Advisors, LLC
55,415$2.5M1.1%CoreMediumOakland, CA2026-11-04
Simplex Trading, LLC
31,060$1.4M0.0%CoreVery HighChicago, IL2026-11-04
DekaBank Deutsche Girozentrale
28,645$1.3K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
27,874$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Foyston, Gordon & Payne Inc
26,333$1.2M0.2%CoreMediumToronto, Australia2026-11-02
Axxion S.A.
24,211$1.1M0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
State of New Jersey Common Pension Fund D
23,129$1.0M0.0%CoreLowTrenton, NJ2026-11-05
United Capital Management of KS, Inc.
21,455$968.5K0.1%GrowthMediumSalina, KS2026-11-04
Lido Advisors, LLC
20,847$941.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
19,477$879.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Dimensional Fund Advisors LP
18,786$848.0K0.0%IndexLowAustin, TX2026-11-04
Commonwealth Equity Services, LLC
14,940$674.4K0.0%ETFLowWaltham, MA2026-11-02
Rare Wolf Capital LLC
14,441$651.9K0.4%CoreMediumBellevue, WA2026-10-20
J. Safra Sarasin Holding AG
14,320$646.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Cambridge Investment Research Advisors, Inc.
13,623$6150.0%ETFLowFairfield, IA2026-11-02
Annex Advisory Services, LLC
11,578$522.6K0.0%GrowthHighBrookfield, WI2026-10-16
Wealth Enhancement Advisory Services, LLC
10,946$513.5K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
10,369$468.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Oppenheimer & Co Inc
9,750$440.1K0.0%CoreLowNew York, NY2026-10-26
Parisi Gray Wealth Management
9,253$417.7K0.1%GrowthLowMendham, NJ2026-10-16
Watershed Private Wealth LLC
9,170$413.9K0.1%ETFMediumOak Brook, IL2026-10-30
ProShare Advisors LLC
9,035$407.8K0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
8,313$375.2K0.0%CoreLowDes Moines, IA2026-11-02
Johnson & White Wealth Management, LLC
7,745$349.6K0.1%ETFVery LowYork, PA2026-11-03
Fermata Advisors, LLC
7,200$325.0K0.1%ETFLowSonoma, CA2026-10-13
Xponance LLC
6,887$310.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Titleist Asset Management, LLC
5,979$269.9K0.0%ETFLowSan Antonio, TX2026-10-08
Fulcrum Asset Management LLP
5,972$266.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Ascent Wealth Partners, LLC
5,786$261.2K0.0%GrowthLowNew Hartford, NY2026-10-23
GFS Advisors, LLC
5,700$257.0K0.0%CoreLowHouston, TX2026-11-03
Fearless Solutions, LLC dba Best Invest
5,302$239.3K0.1%ETFLowSan Antonio, TX2026-10-14
SBI Securities Co., Ltd.
5,171$233.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Vontobel Holding Ltd.
4,971$224.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Schorn Wealth LLC
4,722$213.2K0.1%ETFLowEnglewood, FL2026-10-14
Leonteq Securities AG
4,658$210.3K0.0%CoreHighZurich, Switzerland2026-10-29
Swiss Life Asset Management Ltd
4,612$208.2K0.0%CoreLowZurich, Switzerland2026-11-03
Sava Infond d.o.o.
4,000$180.6K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Nisa Investment Advisors, LLC
3,926$177.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
3,853$173.9K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
3,398$153.4K0.0%IndexVery LowFoster City, CA2026-10-08
Triumph Capital Management
3,118$140.7K0.0%ETFMediumDenver, CO2026-10-14
Strs Ohio
2,800$126.4K0.0%CoreMediumColumbus, OH2026-10-30
Sterling Capital Management LLC
2,374$107.2K0.0%GARPMediumCharlotte, NC2026-10-22
Activest Wealth Management
2,102$94.9K0.0%ETFLowAventura, FL2026-10-15
KBC Group NV
2,070$930.0%CoreMediumBrussels, Czech Republic2026-10-22
Union Bancaire Privee, UBP SA
1,745$77.8K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
TD Waterhouse Canada Inc.
1,500$70.2K0.0%CoreLowToronto, Australia2026-10-16
Nemes Rush Group LLC
1,100$49.7K0.0%CoreVery LowNovi, MI2026-11-04
Signaturefd, LLC
1,082$48.8K0.0%IndexLowAtlanta, GA2026-10-23
Thompson Investment Management, Inc.
1,000$45.1K0.0%ValueMediumMadison, WI2026-10-14
Tsfg, LLC
1,000$450.0%ETFLowLake Forest, IL2026-10-23
Asset Management One Co., Ltd.
948$42.8K0.0%IndexVery LowTokyo, Mexico2026-10-27
IFP Advisors, Inc
913$41.2K0.0%GrowthLowTampa, FL2026-10-16
Elyxium Wealth, LLC
731$33.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Balance Wealth Partners LLC
349$15.7K0.0%ETFMediumWorthington, OH2026-10-27
Capital Advisors, Ltd. LLC
342$150.0%ETFLowShaker Heights, OH2026-10-27
Parallel Advisors, LLC
250$11.3K0.0%IndexLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
208$9.4K0.0%ETFMediumMelbourne, FL2026-11-05
Dhjj Financial Advisors, Ltd.
153$6.9K0.0%ETFVery LowNaperville, IL2026-10-23
Root Financial Partners, LLC
144$6.5K0.0%ETFMediumEncinitas, CA2026-10-21
Archer Investment Corp
143$6.5K0.0%CoreMediumCarmel, IN2026-11-05
Versant Capital Management, Inc
132$6.0K0.0%GARPLowPhoenix, AZ2026-10-02
Rakuten Securities, Inc.
114$5.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Abound Wealth Management
114$5.1K0.0%ETFVery LowFranklin, TN2026-10-26
Nfsg Corp
107$4.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EverSource Wealth Advisors, LLC
101$4.6K0.0%CoreMediumBirmingham, AL2026-11-04
Avion Wealth
100$40.0%ETFLowThe Woodlands, TX2026-11-04
Towne Trust Company, N.a
100$4.5K0.0%CoreLowNewport News, VA2026-10-28
Ulland Investment Advisors, LLC
100$50.0%GrowthVery LowMinneapolis, MN2026-10-13
Hurley Capital, LLC
98$4.4K0.0%GARPMediumNew York, NY2026-11-05
Covestor Ltd
96$40.0%ValueHighLondon, United Kingdom2026-10-30
Private Wealth Management Group, LLC
84$3.8K0.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Independent Advisors
83$3.7K0.0%ETFLowDallas, TX2026-11-03
Key Capital Management, Inc
77$3.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Parkside Financial Bank & Trust
70$3.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nova Financial LLC
60$2.7K0.0%N/AN/ATucson, AZ2026-11-04
MB, Levis & Associates, LLC
60$2.7K0.0%ETFVery LowCenter Valley, PA2026-10-16
Sfam, LLC
58$2.6K0.0%ETFVery LowElmhurst, IL2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
55$2.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Bank & Trust Co
55$2.5K0.0%ValueVery LowLitchfield, IL2026-10-07
Latitude Advisors, LLC
50$2.3K0.0%ETFLowYorkville, IL2026-10-27
William Mack & Associates, Inc.
46$2.1K0.0%ETFLowTroy, MI2026-10-27
Kingdom Financial Group Llc.
40$1.8K0.0%ETFMediumPeoria, AZ2026-11-04
Torren Management, LLC
25$1.1K0.0%ETFMediumSan Diego, CA2026-10-29
GHP Investment Advisors, Inc.
25$1.1K0.0%CoreVery LowDenver, CO2026-10-15
Golden State Wealth Management, LLC
25$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02
GK Wealth Management LLC
23$1.0K0.0%GARPVery HighReno, NV2026-10-09
Blue Trust, Inc.
22$1.0K0.0%ETFLowBrentwood, TN2026-10-15
North Star Investment Management Corp.
20$9030.0%CoreLowChicago, IL2026-10-27
PayPay Securities Corp
20$9030.0%CoreMediumTokyo, Mexico2026-10-27
MassMutual Private Wealth & Trust, FSB
19$8580.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
19$8580.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
17$7670.0%ETFMediumScottsdale, AZ2026-10-14
DeDora Capital, Inc.
16$7220.0%ETFVery LowNapa, CA2026-10-26
Ascentis Wealth Management, LLC
16$7220.0%Agg GrowthLowDallas, TX2026-11-03
Westside Investment Management, Inc.
15$6770.0%GrowthLowSanta Monica, CA2026-11-02
Private Trust Co NA
15$6770.0%CoreLowCleveland, OH2026-10-20
Bare Financial Services, Inc
12$5420.0%ETFVery LowGap, PA2026-11-04
Assetmark, Inc
10$4510.0%ETFLowConcord, CA2026-10-21
Wolff Wiese Magana LLC
9$4070.0%GrowthLowCarslbad, CA2026-10-15
Pinnacle Wealth Planning Services, Inc.
8$3610.0%GARPLowMansfield, OH2026-10-27
Physician Wealth Advisors, Inc.
7$3160.0%ETFMediumMidvale, UT2026-10-20
Bfsg, LLC
3$1360.0%CoreLowIrvine, CA2026-10-30
Albion Financial Group
2$910.0%GrowthLowSalt Lake City, UT2026-10-21
Chapman Financial Group, LLC
1$460.0%CoreVery LowHonolulu, HI2026-10-26
Illumine Investment Management, LLC
0$1.0M0.7%Agg GrowthVery LowPoulsbo, WA2026-10-22