Lake Shore Bancorp, Inc.
Lake Shore Bancorp, Inc. (LSBK) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LSBK · as of Sep 30, 2025
Ownership Breakdown
32
Institutional Holders
▲ 14 vs Q2
$28.38M
Total Inst. Value
▲ $20.58M vs Q2
7.86M
Shares Outstanding
freeFloat 35.41%
2.19M
13F Shares Held
▲ 1.69M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LSBK largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
STILWELL VALUE LLC savings institution, federally chartered | 738.7K | 9.65% | 9.65% | $9.60B | Nov 14, 2025 | NEW |
ALLIANCEBERNSTEIN L.P. savings institution, federally chartered | 329.4K | 4.30% | 4.30% | $4.28B | Nov 14, 2025 | NEW |
OPPENHEIMER & CLOSE, LLC savings institution, federally chartered | 180.0K | 2.35% | 2.35% | $2.34B | Nov 10, 2025 | NEW |
MANGROVE PARTNERS savings institution, federally chartered | 147.6K | 1.93% | 1.93% | $1.92B | Nov 14, 2025 | NEW |
HBK SORCE ADVISORY LLC savings institution, federally chartered | 105.3K | 1.38% | 1.38% | $1.34B | Oct 16, 2025 | NEW |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC savings institution, federally chartered | 76.0K | 99.38% | 99.38% | $988.40M | Nov 7, 2025 | NEW |
M3F, INC. savings institution, federally chartered | 74.8K | 97.77% | 97.77% | $972.00M | Nov 12, 2025 | NEW |
PEAPOD LANE CAPITAL LLC savings institution, federally chartered | 68.4K | 89.43% | 89.43% | $889.50M | Nov 10, 2025 | NEW |
RENAISSANCE TECHNOLOGIES LLC savings institution, federally chartered | 57.1K | 74.69% | 74.69% | $742.83M | Nov 13, 2025 | NEW |
DIMENSIONAL FUND ADVISORS LP savings institution, federally chartered | 45.0K | 58.76% | 58.76% | $584.39M | Nov 12, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
0
Increased
+0 shares31
New Positions
first time holders0
Decreased
−0 shares17
Sold Out
fully exitedNet shares change (top 50)
+0
+0 / −0
Net new holders
+14
31 new / 17 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LSBK insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Werdein Jeffrey M. EVP - Commercial Division | Apr 23, 2025 | Tax Withhold | 223 | $14.46 | $3.2K | 23.5K | Form 4 ↗ |
Werdein Jeffrey M. EVP - Commercial Division | Mar 12, 2025 | Award | 3,014 | — | — | 23.8K | Form 4 ↗ |
LIDDELL KIM C Dir., Pres. and CEO of Bank | Mar 12, 2025 | Award | 6,262 | — | — | 11.4K | Form 4 ↗ |
Gilden Taylor M Chief Financial Officer | Mar 12, 2025 | Award | 2,743 | — | — | 6.9K | Form 4 ↗ |
Segarra Ann M director | Mar 12, 2025 | Award | 618 | — | — | 749 | Form 4 ↗ |
Sanvidge Kevin M. Chairman of the Board | Mar 12, 2025 | Award | 1,045 | — | — | 23.6K | Form 4 ↗ |
Passafaro Ronald J director | Mar 12, 2025 | Award | 571 | — | — | 15.0K | Form 4 ↗ |
Mehltretter John L director | Mar 12, 2025 | Award | 742 | — | — | 14.0K | Form 4 ↗ |
McGrath John P director | Mar 12, 2025 | Award | 664 | — | — | 7.6K | Form 4 ↗ |
DeBergalis Michelle M director | Mar 12, 2025 | Award | 478 | — | — | 1.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Lake Shore Bancorp, Inc. (LSBK) is primarily owned by institutional investors, who hold approximately 27.8% of total shares outstanding. Company insiders own approximately 64.59%, while retail and public investors account for the remaining 7.62%.
The largest institutional shareholder of Lake Shore Bancorp, Inc. is STILWELL VALUE LLC, holding approximately 738,675 shares — equal to 9.65% of outstanding shares — as of September 30, 2025.
A total of 32 institutional investors currently hold LSBK stock, with a combined institutional value of approximately $28,382,315 as of the most recent 13F filing period.
Frequently asked questions
LSBK ownershipLake Shore Bancorp, Inc. (LSBK) is primarily owned by institutional investors, who hold approximately 27.8% of shares. The largest shareholder is STILWELL VALUE LLC with a 9.65% stake. Company insiders hold 64.59%. Data sourced from SEC Form 13F as of September 30, 2025.