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
$15.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,174,061
Total reported value
$31,931,509
% of total 13F portfolios
0%
Share change
-11,219
Value change
+$81,108
Number of holders
29
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% $7,896,967 607,459 Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. 30 Sep 2025

As of 31 Dec 2025, 29 institutional investors reported holding 2,174,061 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 9.9% 773,675 +4.7% 6.3% $11,342,076
ALLIANCEBERNSTEIN L.P. 5.2% 406,423 +23% 0% $5,958,161
Oppenheimer & Close, LLC 2.3% 180,000 0% 1.8% $2,638,800
MANGROVE PARTNERS IM, LLC 1.9% 150,585 +2% 0.18% $2,207,576
HBK Sorce Advisory LLC 1.1% 88,021 -16% 0.03% $1,352,883
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 0.99% 77,407 +1.8% 1% $1,134,790
RENAISSANCE TECHNOLOGIES LLC 0.9% 70,041 +23% 0% $1,026,801
Peapod Lane Capital LLC 0.88% 68,922 +0.73% 0.86% $1,010,398
DIMENSIONAL FUND ADVISORS LP 0.58% 45,059 +0.24% 0% $660,565
Minerva Advisors LLC 0.57% 44,259 0% 0.43% $648,837
VANGUARD GROUP INC 0.46% 35,597 0% 0% $521,852
CITADEL ADVISORS LLC 0.39% 30,398 +113% 0% $445,635
MORGAN STANLEY 0.35% 27,098 0% 0% $397,257
GEODE CAPITAL MANAGEMENT, LLC 0.34% 26,608 -6% 0% $390,198
COURIER CAPITAL LLC 0.33% 25,677 +0.04% 0.02% $376,420
FIRST MANHATTAN CO. LLC. 0.32% 25,075 0% 0% $367,600
Sandhill Capital Partners LLC 0.26% 20,000 0% 0.02% $293,200
Round Hill Asset Management 0.2% 15,715 0% 0.15% $230,382
Cerity Partners LLC 0.2% 15,335 0% 0% $224,811
ACADIAN ASSET MANAGEMENT LLC 0.19% 14,805 0% $214,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.16% 12,568 +13% 0% $184,247
BlackRock, Inc. 0.13% 10,279 +6.9% 0% $150,690
BANK OF AMERICA CORP /DE/ 0.08% 6,099 -0.05% 0% $89,411
WHITTIER TRUST CO 0.02% 1,458 -4.5% 0% $21,564
Farther Finance Advisors, LLC 0.02% 1,354 0% $19,850

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 2,174,061 $31,931,509 +$81,108 $14.66 29
2025 Q3 2,185,280 $28,383,266 +$28,383,253 $13.00 32
2025 Q2 1 $16 +$16 $16.00 1