Institutional Ownership Lemonade, Inc. (LMND)
This table provides information about the institutional ownership of Lemonade, Inc. (LMND). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
196
shares
|
$13,816
0.0% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
178
shares
|
$12,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
154
shares
|
$10,855
0.0% of portfolio
|
Q3 2025
Added 38.74%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
150
shares
|
$10,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
143
shares
|
$10,080
0.0% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
143
shares
|
$10,080
0.0% of portfolio
|
Q3 2021
Reduced 41.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
140
shares
|
$9,868
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
135
shares
|
$9,516
0.0% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
132
shares
|
$9,304
0.0% of portfolio
|
Q4 2025
Reduced 24.57%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
129
shares
|
$9,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
118
shares
|
$8,317
0.0% of portfolio
|
Q2 2024
Reduced 49.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
109
shares
|
$7,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
107
shares
|
$7,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
103
shares
|
$7,260
0.0% of portfolio
|
Q1 2022
Reduced 59.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
100
shares
|
$7,048
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
100
shares
|
$7,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
80
shares
|
$5,639
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
80
shares
|
$5,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
80
shares
|
$5,639
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
74
shares
|
$5,216
0.0% of portfolio
|
Q3 2025
Reduced 7.5%
|
|