SEC 13F Intelligence

LAKE SHORE BANCORP INC

CUSIP 510700107

Lake Shore Bancorp Inc has 11 institutional holders in Filings Flow’s 13F database, together reporting 352.0K shares worth $2M as of Q4 2022. The largest reported holders are Stilwell Value LLC, Hbk Sorce Advisory LLC, and Dimensional Fund Advisors LP.

Institutional Holders
11
Q4 2022
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 11Q4 ’18Q1 ’19: 11Q1 ’19Q2 ’19: 11Q2 ’19Q3 ’19: 9Q3 ’19Q2 ’21: 6Q2 ’21Q4 ’21: 11Q4 ’21Q4 ’22: 11Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $11MQ4 ’18Q1 ’19: $11MQ1 ’19Q2 ’19: $12MQ2 ’19Q3 ’19: $8MQ3 ’19Q2 ’21: $5MQ2 ’21Q4 ’21: $5MQ4 ’21Q4 ’22: $2MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stilwell Value LLC$167M AUM0.94%$2M121.9KQ2 2025OLDER
Minerva Advisors LLC$155M AUM0.32%$481,48930.5KQ2 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.03%$1M67.8KQ2 2025OLDER
COURIER CAPITAL LLC$1.8B AUM0.02%$297,62218.8KQ2 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$201,30814.7KQ4 2024OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$292,41118.5KQ2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$15,8001.0KQ2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$6,328400Q2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$525,06633.2KQ2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$2,891183Q2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$236,69915.0KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$165,85310.5KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$311,40219.7KQ2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$316,00020.0KQ2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$6,320400Q3 2025
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$71,4324.5KQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$312,73019.8KQ2 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$75,6824.8KQ2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$161Q1 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.