Lake Shore Bancorp, Inc. /MD/ - Common Stock, par value $0.01 per share (LSBK) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
LSBK on Nasdaq
Shares outstanding
7,787,936
Price per share
$14.66
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,185,280
Total reported value
$28,383,266
% of total 13F portfolios
0%
Share change
+2,185,279
Value change
+$28,383,252
Number of holders
32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Lake Shore Bancorp, Inc. /MD/ - Common Stock, par value $0.01 per share (LSBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. 7.8% $7,884,879 607,459 Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. 30 Sep 2025

As of 30 Sep 2025, 32 institutional investors reported holding 2,185,280 shares of Lake Shore Bancorp, Inc. /MD/ - Common Stock, par value $0.01 per share (LSBK). This represents 28% of the company’s total 7,787,936 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Lake Shore Bancorp, Inc. /MD/ - Common Stock, par value $0.01 per share (LSBK) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
STILWELL VALUE LLC 9.5% 738,675 4.5% $9,602,775
ALLIANCEBERNSTEIN L.P. 4.2% 329,367 0% $4,281,771
Oppenheimer & Close, LLC 2.3% 180,000 1.6% $2,340,000
MANGROVE PARTNERS IM, LLC 1.9% 147,648 0.14% $1,919,424
HBK Sorce Advisory LLC 1.4% 105,250 0.03% $1,342,990
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 0.98% 76,031 1% $988,403
M3F, Inc. 0.96% 74,801 0.28% $972,000
Peapod Lane Capital LLC 0.88% 68,423 0.8% $889,501
RENAISSANCE TECHNOLOGIES LLC 0.73% 57,141 0% $742,833
DIMENSIONAL FUND ADVISORS LP 0.58% 44,953 0% $584,389
Minerva Advisors LLC 0.57% 44,259 0.37% $575,367
Fourthstone LLC 0.54% 42,000 0.1% $546,000
VANGUARD GROUP INC 0.46% 35,597 0% $462,761
GEODE CAPITAL MANAGEMENT, LLC 0.36% 28,303 0% $368,056
MORGAN STANLEY 0.35% 27,098 0% $352,274
COURIER CAPITAL LLC 0.33% 25,667 0.02% $333,674
FIRST MANHATTAN CO. LLC. 0.32% 25,075 0% $325,975
MARSHALL WACE, LLP 0.27% 20,910 0% $271,830
Sandhill Capital Partners LLC 0.26% 20,000 0.02% $260,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.24% 18,960 0% $246,480
Round Hill Asset Management 0.2% 15,715 0.13% $204,295
Cerity Partners LLC 0.2% 15,335 0% $199,355
CITADEL ADVISORS LLC 0.18% 14,265 0% $185,445
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.14% 11,168 0% $145,184
BlackRock, Inc. 0.12% 9,618 0% $125,034

Institutional Holders of Lake Shore Bancorp, Inc. /MD/ - Common Stock, par value $0.01 per share (LSBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 984,238 $14,429,120 +$560,547 $14.66 8
2025 Q3 2,185,280 $28,383,266 +$28,383,252 $13.00 32
2025 Q2 1 $16 +$16 $16.00 1