Lake Shore Bancorp Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 01/29/2026 | 773.68 K | $11.34 M | 4.74% | 10.40% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 406.42 K | $5.96 M | 23.40% | 5.46% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 180.00 K | $2.64 M | 0.00% | 2.42% |
| MANGROVE PARTNERS | 02/17/2026 | 150.59 K | $2.21 M | 1.99% | 2.02% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 88.02 K | $1.35 M | -16.37% | 1.18% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 01/21/2026 | 77.41 K | $1.13 M | 1.81% | 1.04% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 70.04 K | $1.03 M | 22.58% | 0.94% |
| PEAPOD LANE CAPITAL LLC | 01/28/2026 | 68.92 K | $1.01 M | 0.73% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 45.06 K | $660.57 K | 0.24% | 0.61% |
| MINERVA ADVISORS LLC | 02/09/2026 | 44.26 K | $648.84 K | 0.00% | 0.60% |
| VANGUARD GROUP INC | 01/29/2026 | 35.60 K | $521.85 K | 0.00% | 0.48% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.40 K | $445.64 K | 113.10% | 0.41% |
| MORGAN STANLEY | 02/13/2026 | 27.10 K | $397.26 K | 0.00% | 0.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 26.61 K | $390.20 K | -5.99% | 0.36% |
| COURIER CAPITAL LLC | 01/29/2026 | 25.68 K | $376.42 K | 0.04% | 0.35% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 25.08 K | $367.60 K | 0.00% | 0.34% |
| SANDHILL CAPITAL PARTNERS LLC | 02/12/2026 | 20.00 K | $293.20 K | 0.00% | 0.27% |
| ROUND HILL ASSET MANAGEMENT | 02/12/2026 | 15.72 K | $230.38 K | 0.00% | 0.21% |
| CERITY PARTNERS LLC | 02/11/2026 | 15.34 K | $224.81 K | 0.00% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 14.81 K | $214.00 K | 100.00% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 12.57 K | $184.25 K | 12.54% | 0.17% |
| BLACKROCK, INC. | 02/12/2026 | 10.28 K | $150.69 K | 6.87% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6.10 K | $89.41 K | -0.05% | 0.08% |
| WHITTIER TRUST CO | 01/26/2026 | 1.46 K | $21.56 K | -4.52% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.35 K | $19.85 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 742 | $10.88 K | 37.15% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 541 | $7.93 K | 0.00% | 0.01% |
| CITIGROUP INC | 02/13/2026 | 172 | $2.52 K | 100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 148 | $2.17 K | 85.00% | 0.00% |
| MARSHALL WACE, LLP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| M3F, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FOURTHSTONE LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 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:
Peapod Lane Capital LLC: 68,943
COURIER CAPITAL LLC: 25,685
Farther Finance Advisors, LLC: 1,354
WHITTIER TRUST CO: 628
UBS Group AG: 111
Stilwell Value LLC: 773,675
29.23% of Lake Shore Bancorp Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.32 M shares in the last 24 months. This purchase volume represents approximately $35.79 M in transactions.