Lake Shore Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 11/14/2025 | 738.68 K | $9.60 M | 100.00% | 9.66% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 329.37 K | $4.28 M | 100.00% | 4.31% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 180.00 K | $2.34 M | 100.00% | 2.35% |
| MANGROVE PARTNERS | 11/14/2025 | 147.65 K | $1.92 M | 100.00% | 1.93% |
| HBK SORCE ADVISORY LLC | 10/16/2025 | 105.25 K | $1.34 M | 100.00% | 1.38% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 11/07/2025 | 76.03 K | $988.40 K | 100.00% | 0.99% |
| M3F, INC. | 11/12/2025 | 74.80 K | $972.00 K | 100.00% | 0.98% |
| PEAPOD LANE CAPITAL LLC | 11/10/2025 | 68.42 K | $889.50 K | 100.00% | 0.89% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 57.14 K | $742.83 K | 100.00% | 0.75% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 44.95 K | $584.39 K | 100.00% | 0.59% |
| MINERVA ADVISORS LLC | 11/12/2025 | 44.26 K | $575.37 K | 100.00% | 0.58% |
| FOURTHSTONE LLC | 11/14/2025 | 42.00 K | $546.00 K | 100.00% | 0.55% |
| VANGUARD GROUP INC | 11/07/2025 | 35.60 K | $462.76 K | 100.00% | 0.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 28.30 K | $368.06 K | 100.00% | 0.37% |
| MORGAN STANLEY | 11/14/2025 | 27.10 K | $352.27 K | 100.00% | 0.35% |
| COURIER CAPITAL LLC | 10/29/2025 | 25.67 K | $333.67 K | 100.00% | 0.34% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 25.08 K | $325.98 K | 100.00% | 0.33% |
| MARSHALL WACE, LLP | 11/13/2025 | 20.91 K | $271.83 K | 100.00% | 0.27% |
| SANDHILL CAPITAL PARTNERS LLC | 11/13/2025 | 20.00 K | $260.00 K | 100.00% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 18.96 K | $246.48 K | 100.00% | 0.25% |
| ROUND HILL ASSET MANAGEMENT | 11/12/2025 | 15.72 K | $204.30 K | 100.00% | 0.21% |
| CERITY PARTNERS LLC | 10/22/2025 | 15.34 K | $199.36 K | 100.00% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2025 | 14.27 K | $185.45 K | 100.00% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 11.17 K | $145.18 K | 100.00% | 0.15% |
| BLACKROCK, INC. | 11/12/2025 | 9.62 K | $125.03 K | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6.10 K | $79.33 K | 100.00% | 0.08% |
| WHITTIER TRUST CO | 10/31/2025 | 1.53 K | $19.79 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 541 | $7.27 K | 100.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 541 | $7.03 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 400 | $6.32 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 229 | $2.98 K | 100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 80 | $1.04 K | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 1 | $13 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| COURIER CAPITAL LLC | 10/29/2025 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| HBK SORCE ADVISORY LLC | 10/16/2025 | 0 | $0 | -100.00% | 0.00% |
| STILWELL VALUE LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| M3F, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MINERVA ADVISORS LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
Lake Shore Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Lake Shore Bancorp, Inc.. The most heavily invested institutionals were:
Stilwell Value LLC: 738,675
ALLIANCEBERNSTEIN L.P.: 329,367
Oppenheimer & Close, LLC: 180,000
MANGROVE PARTNERS: 147,648
HBK Sorce Advisory LLC: 105,250
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 76,031
28.56% of Lake Shore Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.34 M shares in the last 24 months. This purchase volume represents approximately $35.10 M in transactions.