Lemonade, Inc.
LMND- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001691421
In the last 90 days, Lemonade, Inc. insiders filed 0 open-market purchases and 6 sales; 339 institutions reported holding it in 13F filings for Q2 2026, worth $2.92B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Lemonade, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 216
- −4 vs. Q4 2022
- Shares held
- 36.0M
- +271.5K (+0.8%) vs. Q4 2022
- Total value
- $513.2M
- +$24.5M (+5.0%) vs. Q4 2022
- New holders
- 30
- 63 more added
- Sold out
- 34
- 52 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMND on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 339 | $2.92B |
| Q1 2026 | 346 | $2.70B |
| Q4 2025 | 354 | $3.16B |
| Q3 2025 | 300 | $2.36B |
| Q2 2025 | 277 | $1.97B |
| Q1 2025 | 250 | $1.38B |
| Q4 2024 | 269 | $1.60B |
| Q3 2024 | 224 | $677.2M |
| Q2 2024 | 214 | $686.1M |
| Q1 2024 | 205 | $656.0M |
| Q4 2023 | 216 | $627.5M |
| Q3 2023 | 203 | $435.7M |
| Q2 2023 | 220 | $639.3M |
| Q1 2023 | 216 | $513.2M |
| Q4 2022 | 225 | $494.9M |
| Q3 2022 | 229 | $739.4M |
| Q2 2022 | 216 | $606.8M |
| Q1 2022 | 237 | $876.3M |
| Q4 2021 | 266 | $1.54B |
| Q3 2021 | 289 | $2.37B |
| Q2 2021 | 315 | $3.58B |
| Q1 2021 | 302 | $2.94B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 24 | $0 | 0.00% | −26,000−99.9% | Reduced |
| Centerpoint Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 10 | $0 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 2 | $29 | 0.00% | −930−99.8% | Reduced |
| Brown Brothers Harriman & Co | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $96 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 9 | $129 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $143 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $143 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $214 | 0.00% | −2−11.8% | Reduced |
| Delos Wealth Advisors, LLC | 15 | $214 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $214 | 0.00% | +15 | New |
| Financial Synergies Wealth Advisors, Inc. | 18 | $257 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $285 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 22 | $314 | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 25 | $357 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 29 | $413 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 30 | $428 | 0.00% | −25,856−99.9% | Reduced |
| Carolina Wealth Advisors, LLC | 31 | $442 | 0.00% | +15+93.8% | Added |
| Quadrant Capital Group LLC | 31 | $443 | 0.00% | +8+34.8% | Added |
| Glassman Wealth Services | 32 | $456 | 0.00% | +2+6.7% | Added |
| Baker Avenue Asset Management, LP | 32 | $456 | 0.00% | +32 | New |
| Duncker Streett & Co Inc | 37 | $528 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 39 | $556 | 0.04% | −18−31.6% | Reduced |
| SJS Investment Consulting Inc. | 44 | $628 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $642 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 46 | $656 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 50 | $713 | 0.00% | −9−15.3% | Reduced |
| Cedar Mountain Advisors, LLC | 50 | $713 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $713 | 0.00% | +15+42.9% | Added |
| BDO Wealth Advisors, LLC | 50 | $713 | 0.00% | +30+150.0% | Added |
| Allworth Financial LP | 57 | $813 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 59 | $841 | 0.00% | −16−21.3% | Reduced |
| MB, Levis & Associates, LLC | 60 | $856 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $960 | 0.00% | +70 | New |
| WealthPlan Investment Management, LLC | 68 | $970 | 0.00% | +68 | New |
| RE Dickinson Investment Advisors, LLC | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $1.07K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 80 | $1.14K | 0.01% | +80 | New |
| Operose Advisors LLC | 80 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 85 | $1.21K | 0.00% | −43,295−99.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 91 | $1.30K | 0.00% | −134−59.6% | Reduced |
| Activest Wealth Management | 98 | $1.34K | 0.00% | −730−88.2% | Reduced |
| SOA Wealth Advisors, LLC. | 95 | $1.35K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.43K | 0.00% | +100 | New |
| WR Wealth Planners, LLC | 100 | $1.43K | 0.00% | +100 | New |
| Optimum Investment Advisors | 101 | $1.44K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 104 | $1.48K | 0.00% | −138−57.0% | Reduced |
| Manchester Capital Management LLC | 105 | $1.50K | 0.00% | +29+38.2% | Added |
| TD Waterhouse Canada Inc. | 112 | $1.59K | 0.00% | +10+9.8% | Added |
| EverSource Wealth Advisors, LLC | 119 | $1.70K | 0.00% | −88−42.5% | Reduced |
| Focused Wealth Management, Inc | 124 | $1.77K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 124 | $1.77K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 124 | $2.00K | 0.00% | +120+3,000.0% | Added |
| Archer Investment Corp | 143 | $2.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 143 | $2.04K | 0.00% | +143 | New |
| Lindbrook Capital, LLC | 144 | $2.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $2.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 154 | $2.20K | 0.00% | −99−39.1% | Reduced |
| Toth Financial Advisory Corp | 176 | $2.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 191 | $2.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $3.00K | 0.00% | −23−12.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 217 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 287 | $3.18K | 0.00% | −3−1.0% | Reduced |
| Clearstead Advisors, LLC | 245 | $3.49K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 255 | $3.64K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 260 | $3.71K | 0.00% | +237+1,030.4% | Added |
| Heritage Wealth Advisors | 274 | $3.91K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 303 | $4.32K | 0.00% | +126+71.2% | Added |
| Farther Finance Advisors, LLC | 311 | $4.43K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 315 | $4.49K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 350 | $4.99K | 0.00% | −6,487−94.9% | Reduced |
| Banque Cantonale Vaudoise | 317 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 403 | $5.75K | 0.00% | +9+2.3% | Added |
| Anchor Investment Management, LLC | 405 | $5.78K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 406 | $5.79K | 0.00% | +331+441.3% | Added |
| WFA Asset Management Corp | 470 | $6.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 485 | $6.92K | 0.00% | −289−37.3% | Reduced |
| Simplex Trading, LLC | 600 | $8.00K | 0.00% | −337−36.0% | Reduced |
| Parkside Financial Bank & Trust | 562 | $8.02K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 600 | $8.56K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 639 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 633 | $9.03K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 700 | $9.98K | 0.00% | −815−53.8% | Reduced |
| Tradition Wealth Management, LLC | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 779 | $11.1K | 0.00% | −1,215−60.9% | Reduced |
| Belpointe Asset Management LLC | 823 | $11.7K | 0.00% | −48−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 879 | $12.5K | 0.00% | +71+8.8% | Added |
| Albion Financial Group | 1,002 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,092 | $15.6K | 0.00% | −277−20.2% | Reduced |
| FMR LLC | 1,263 | $18.0K | 0.00% | +652+106.7% | Added |
| National Bank of Canada | 1,304 | $18.6K | 0.00% | +71+5.8% | Added |