LMND Lemonade, Inc.
Lemonade, Inc. (LMND) Institutional Ownership
What the institutions did with LMND last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Halter Ferguson Financial Inc. | 830.3K | 29.6% |
| Analyst IMS Investment Management Services Ltd. | 587.3K | 20.9% |
| CITIGROUP INC | 276.8K | 9.9% |
| Privium Fund Management B.V. | 270.3K | 9.6% |
| PhiloSmith Capital Corp | 172.6K | 6.1% |
| Sparta 24 Ltd. | 64.0K | 2.3% |
| Amtrust Financial Services, Inc. | 56.6K | 2.0% |
| NIA IMPACT ADVISORS, LLC | 55.4K | 2.0% |
| SIMPLEX TRADING, LLC | 31.1K | 1.1% |
| DekaBank Deutsche Girozentrale | 28.6K | 1.0% |
| Creative Planning | 27.9K | 1.0% |
| Foyston, Gordon & Payne Inc | 26.3K | 0.9% |
| Axxion S.A. | 24.2K | 0.9% |
| State of New Jersey Common Pension Fund D | 23.1K | 0.8% |
| United Capital Management of KS, Inc. | 21.5K | 0.8% |
| Lido Advisors, LLC | 20.8K | 0.7% |
| ARIZONA STATE RETIREMENT SYSTEM | 19.5K | 0.7% |
| DIMENSIONAL FUND ADVISORS LP | 18.8K | 0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.9K | 0.5% |
| Rare Wolf Capital LLC | 14.4K | 0.5% |
| J. Safra Sarasin Holding AG | 14.3K | 0.5% |
| Cambridge Investment Research Advisors, Inc. | 13.6K | 0.5% |
| Annex Advisory Services, LLC | 11.6K | 0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.9K | 0.4% |
| Pictet Asset Management Holding SA | 10.4K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Halter Ferguson Financial Inc. | Reduced | 1.0M | 830.3K | -175.6K |
| CITIGROUP INC | Reduced | 372.8K | 276.8K | -96.0K |
| UDINE WEALTH MANAGEMENT, INC. | Sold Out | 33.5K | 0 | -33.5K |
| Analyst IMS Investment Management Services Ltd. | Reduced | 617.6K | 587.3K | -30.4K |
| DekaBank Deutsche Girozentrale | New | 0 | 28.6K | +28.6K |
| Axxion S.A. | Reduced | 38.8K | 24.2K | -14.6K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 28.1K | 13.6K | -14.5K |
| Foyston, Gordon & Payne Inc | Increased | 13.3K | 26.3K | +13.0K |
| Annex Advisory Services, LLC | New | 0 | 11.6K | +11.6K |
| Sava Infond d.o.o. | Reduced | 14.5K | 4.0K | -10.5K |
| J. Safra Sarasin Holding AG | Increased | 7.6K | 14.3K | +6.7K |
| American Assets Investment Management, LLC | Sold Out | 6.5K | 0 | -6.5K |
| Kestra Advisory Services, LLC | Sold Out | 6.4K | 0 | -6.4K |
| Fulcrum Asset Management LLP | New | 0 | 6.0K | +6.0K |
| Total Clarity Wealth Management, Inc. | Sold Out | 5.7K | 0 | -5.7K |
| GFS Advisors, LLC | New | 0 | 5.7K | +5.7K |
| VICTORY FINANCIAL GROUP, LLC | Sold Out | 5.4K | 0 | -5.4K |
| SIMPLEX TRADING, LLC | Increased | 26.0K | 31.1K | +5.1K |
| Creative Planning | Increased | 23.4K | 27.9K | +4.5K |
| Sparta 24 Ltd. | Reduced | 68.3K | 64.0K | -4.4K |
| Parisi Gray Wealth Management | Increased | 5.0K | 9.3K | +4.3K |
| Bayforest Capital Ltd | Sold Out | 4.0K | 0 | -4.0K |
| ARS Wealth Advisors Group, LLC | Sold Out | 3.6K | 0 | -3.6K |
| TRUIST FINANCIAL CORP | Sold Out | 3.1K | 0 | -3.1K |
| NFSG Corp | Reduced | 3.1K | 107 | -3.0K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 5.5K | 8.3K | +2.8K |
| TD Waterhouse Canada Inc. | Reduced | 4.0K | 1.5K | -2.5K |
| NIA IMPACT ADVISORS, LLC | Reduced | 57.7K | 55.4K | -2.3K |
| Leonteq Securities AG | Increased | 2.5K | 4.7K | +2.2K |
| Sterling Capital Management LLC | Increased | 253 | 2.4K | +2.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 12.9K | 10.9K | -1.9K |
| United Capital Management of KS, Inc. | Reduced | 23.3K | 21.5K | -1.8K |
| Farther Finance Advisors, LLC | Increased | 2.0K | 3.9K | +1.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 13.3K | 14.9K | +1.6K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 17.9K | 19.5K | +1.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 1.5K | 0 | -1.5K |
| OPPENHEIMER & CO INC | Reduced | 10.7K | 9.8K | -900 |
| State of New Jersey Common Pension Fund D | Increased | 22.3K | 23.1K | +877 |
| Stone House Investment Management, LLC | Sold Out | 750 | 0 | -750 |
| Elyxium Wealth, LLC | New | 0 | 731 | +731 |
| STRS OHIO | Reduced | 3.5K | 2.8K | -700 |
| Schorn Wealth LLC | Reduced | 5.4K | 4.7K | -700 |
| Triumph Capital Management | Increased | 2.4K | 3.1K | +682 |
| Cullen/Frost Bankers, Inc. | Sold Out | 658 | 0 | -658 |
| Ascent Wealth Partners, LLC | Increased | 5.2K | 5.8K | +612 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 19.3K | 18.8K | -482 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | Sold Out | 433 | 0 | -433 |
| Fermata Advisors, LLC | Increased | 6.8K | 7.2K | +432 |
| Rare Wolf Capital LLC | Increased | 14.0K | 14.4K | +408 |
| ProShare Advisors LLC | Reduced | 9.4K | 9.0K | -390 |
| Balance Wealth Partners LLC | New | 0 | 349 | +349 |
| TITLEIST ASSET MANAGEMENT, LLC | Reduced | 6.3K | 6.0K | -349 |
| Cornerstone Planning Group LLC | Sold Out | 250 | 0 | -250 |
| Vontobel Holding Ltd. | Reduced | 5.2K | 5.0K | -242 |
| Swiss Life Asset Management Ltd | Increased | 4.4K | 4.6K | +231 |
| Pictet Asset Management Holding SA | Increased | 10.2K | 10.4K | +213 |
| XPONANCE LLC | Reduced | 7.1K | 6.9K | -203 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | Increased | 800 | 1.0K | +200 |
| Mirae Asset Global Investments Co., Ltd. | Sold Out | 199 | 0 | -199 |
| Asset Management One Co., Ltd. | Increased | 750 | 948 | +198 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.