Lake Shore Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 05/06/2026 | 773.68 K | $11.74 M | 0.00% | 10.40% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 448.96 K | $6.58 M | 10.47% | 6.04% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 180.00 K | $2.73 M | 0.00% | 2.42% |
| MANGROVE PARTNERS | 05/15/2026 | 150.59 K | $2.29 M | 0.00% | 2.02% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 88.08 K | $1.40 M | 0.06% | 1.18% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 05/12/2026 | 75.19 K | $1.14 M | -2.86% | 1.01% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 69.04 K | $1.05 M | -1.43% | 0.93% |
| PEAPOD LANE CAPITAL LLC | 05/04/2026 | 68.94 K | $1.05 M | 0.03% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 52.80 K | $801.57 K | 100.00% | 0.71% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 45.71 K | $693.82 K | 1.44% | 0.61% |
| MINERVA ADVISORS LLC | 05/12/2026 | 44.26 K | $671.85 K | 0.00% | 0.60% |
| MORGAN STANLEY | 05/15/2026 | 29.91 K | $453.96 K | 10.36% | 0.40% |
| COURIER CAPITAL LLC | 04/23/2026 | 25.69 K | $389.90 K | 0.03% | 0.35% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 25.08 K | $380.64 K | 0.00% | 0.34% |
| 05/15/2026 | 24.19 K | $367.25 K | 100.00% | 0.33% | |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 21.81 K | $328.00 K | 47.30% | 0.29% |
| SANDHILL CAPITAL PARTNERS LLC | 05/14/2026 | 18.12 K | $275.00 K | -9.42% | 0.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 17.94 K | $272.40 K | -32.59% | 0.24% |
| ROUND HILL ASSET MANAGEMENT | 05/14/2026 | 15.72 K | $238.55 K | 0.00% | 0.21% |
| CERITY PARTNERS LLC | 05/15/2026 | 15.34 K | $232.79 K | 0.00% | 0.21% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 12.57 K | $190.78 K | 0.00% | 0.17% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 11.40 K | $173.11 K | 100.00% | 0.15% |
| BLACKROCK, INC. | 05/13/2026 | 10.54 K | $160.04 K | 2.57% | 0.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.17 K | $63.00 K | 100.00% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.35 K | $20.65 K | 0.00% | 0.02% |
| WHITTIER TRUST CO | 04/28/2026 | 628 | $9.67 K | -56.93% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 541 | $8.21 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 541 | $8.21 K | -27.09% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 111 | $1.69 K | -25.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Lake Shore Bancorp Inc. institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of Lake Shore Bancorp Inc.. The most heavily invested institutionals were:
Stilwell Value LLC: 773,675
ALLIANCEBERNSTEIN L.P.: 448,959
Oppenheimer & Close, LLC: 180,000
MANGROVE PARTNERS: 150,585
HBK Sorce Advisory LLC: 88,078
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 75,190
30.02% of Lake Shore Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.40 M shares in the last 24 months. This purchase volume represents approximately $36.89 M in transactions.