Lake Shore Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 08/07/2026 | 773.68 K | $13.78 M | 0.00% | 10.33% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 505.97 K | $7.68 M | 12.70% | 6.75% |
| OPPENHEIMER & CLOSE, LLC | 08/12/2026 | 180.00 K | $3.21 M | 0.00% | 2.40% |
| MANGROVE PARTNERS | 08/14/2026 | 150.59 K | $2.68 M | 0.00% | 2.01% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 85.17 K | $1.45 M | -3.30% | 1.14% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 08/07/2026 | 74.54 K | $1.33 M | -0.86% | 0.99% |
| PEAPOD LANE CAPITAL LLC | 07/27/2026 | 70.04 K | $1.25 M | 1.59% | 0.93% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 65.64 K | $1.17 M | -4.92% | 0.88% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 47.93 K | $853.09 K | 4.87% | 0.64% |
| MINERVA ADVISORS LLC | 08/12/2026 | 44.26 K | $788.25 K | 0.00% | 0.59% |
| MORGAN STANLEY | 08/13/2026 | 30.13 K | $536.67 K | 0.76% | 0.40% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 29.96 K | $528.00 K | 37.37% | 0.40% |
| BLACKROCK, INC. | 08/07/2026 | 29.51 K | $525.48 K | 179.85% | 0.39% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 27.44 K | $488.74 K | 13.43% | 0.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 26.73 K | $476.21 K | 49.02% | 0.36% |
| COURIER CAPITAL LLC | 07/16/2026 | 25.69 K | $457.61 K | 0.04% | 0.34% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 25.08 K | $446.59 K | 0.00% | 0.33% |
| SANDHILL CAPITAL PARTNERS LLC | 08/13/2026 | 18.22 K | $324.47 K | 0.56% | 0.24% |
| ROUND HILL ASSET MANAGEMENT | 08/12/2026 | 15.72 K | $279.88 K | 0.00% | 0.21% |
| CERITY PARTNERS LLC | 08/14/2026 | 15.34 K | $273.12 K | 0.00% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 12.57 K | $223.84 K | 0.00% | 0.17% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 11.49 K | $204.57 K | 0.72% | 0.15% |
| MARQUETTE ASSET MANAGEMENT, LLC | 07/09/2026 | 9.65 K | $171.90 K | 100.00% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 4.91 K | $87.41 K | 4,321.62% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.26 K | $76.00 K | 2.09% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.35 K | $24.12 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 744 | $13.26 K | 37.52% | 0.01% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 633 | $11.27 K | 100.00% | 0.01% |
| WHITTIER TRUST CO | 07/28/2026 | 628 | $10.68 K | 0.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 541 | $9.64 K | 0.00% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 9 | $160 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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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: 773,675
ALLIANCEBERNSTEIN L.P.: 505,971
Oppenheimer & Close, LLC: 180,000
MANGROVE PARTNERS: 150,585
HBK Sorce Advisory LLC: 85,173
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC: 74,543
30.54% of Lake Shore Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.47 M shares in the last 24 months. This purchase volume represents approximately $38.11 M in transactions.