SARATOGA INVESTMENT CORP (SAR) Institutional Shareholders
SARATOGA INVESTMENT CORP (SAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $40.05M in SAR holdings during the latest filing period.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of SAR tracked by InsiderSet, reporting ownership valued at approximately $4.36M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.80M, representing an estimated loss of -12.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed SAR value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Private Advisor Group, Llc, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in SARATOGA INVESTMENT CORP (SAR).
This page ranks the largest institutional SAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$40.05M
Largest Holder
Lido Advisors, Llc
Largest Position
$4.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.02% | 199,138 | $4,355,144 | $3,803,536 | -$551,608 | -12.67% | |
| Private Advisor Group, Llc | 0.01% | 146,681 | $3,272,458 | $2,801,607 | -$470,851 | -14.39% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 127,040 | $2,834,262 | $2,426,464 | -$407,798 | -14.39% | |
| Legal & General Group Plc | 0.00% | 122,941 | $2,688,720 | $2,348,173 | -$340,547 | -12.67% | |
| International Assets Investment Management, Llc | 0.16% | 116,012 | $2,614,913 | $2,215,829 | -$399,084 | -15.26% | |
| Lpl Financial Llc | 0.00% | 113,995 | $2,493,072 | $2,177,305 | -$315,768 | -12.67% | |
| Advisors Asset Management, Inc. | 0.04% | 106,625 | $2,331,889 | $2,036,538 | -$295,351 | -12.67% | |
| Wells Fargo & Company/Mn | 0.00% | 85,267 | $1,864,773 | $1,628,600 | -$236,173 | -12.66% | |
| Ethos Financial Group, Llc | 0.09% | 52,846 | $1,219,157 | $1,009,359 | -$209,798 | -17.21% | |
| Two Sigma Investments, Lp | 0.00% | 54,746 | $1,197,295 | $1,045,649 | -$151,646 | -12.67% | |
| Blackrock, Inc. | 0.00% | 54,596 | $1,194,015 | $1,042,784 | -$151,231 | -12.67% | |
| Wealthcare Advisory Partners Llc | 0.02% | 49,141 | $1,096,338 | $938,593 | -$157,745 | -14.39% | |
| Raymond James Financial Inc | 0.00% | 48,454 | $1,059,686 | $925,471 | -$134,215 | -12.67% | |
| Palogic Value Management, L.P. | 0.45% | 46,680 | $1,020,892 | $891,588 | -$129,304 | -12.67% | |
| Next Level Private Llc | 0.19% | 43,527 | $971,087 | $831,366 | -$139,721 | -14.39% | |
| Jb Capital Partners Lp | 0.13% | 33,847 | $760,881 | $646,478 | -$114,403 | -15.04% | |
| Morgan Stanley | 0.00% | 28,286 | $618,615 | $540,263 | -$78,352 | -12.67% | |
| Focus Partners Wealth | 0.00% | 27,709 | $606,009 | $529,242 | -$76,767 | -12.67% | |
| Ubs Group Ag | 0.00% | 27,280 | $596,613 | $521,048 | -$75,565 | -12.67% | |
| Virtus Investment Advisers, Llc | 0.16% | 25,752 | $563,196 | $491,863 | -$71,333 | -12.67% | |
| Focus Financial Network, Inc. | 0.02% | 25,218 | $562,620 | $481,664 | -$80,956 | -14.39% | |
| Bank Of America Corp | 0.00% | 25,027 | $547,340 | $478,016 | -$69,324 | -12.67% | |
| Citadel Advisors Llc | 0.00% | 23,303 | $509,637 | $445,087 | -$64,550 | -12.67% | |
| Osaic Holdings, Inc. | 0.00% | 22,694 | $496,316 | $433,455 | -$62,861 | -12.67% | |
| Cetera Investment Advisers | 0.00% | 22,301 | $487,717 | $425,949 | -$61,768 | -12.66% | |
| Greenwood Gearhart Llc | 0.02% | 21,500 | $479,665 | $410,650 | -$69,015 | -14.39% | |
| Vestgen Advisors, Llc | 0.01% | 19,250 | $426,003 | $367,675 | -$58,328 | -13.69% | |
| Ameriprise Financial Inc | 0.00% | 18,131 | $396,528 | $346,302 | -$50,226 | -12.67% | |
| Royal Bank Of Canada | 0.00% | 17,950 | $393,000 | $342,845 | -$50,155 | -12.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,182 | $375,770 | $328,176 | -$47,594 | -12.67% | |
| D.A. Davidson & Co. | 0.00% | 14,895 | $332,323 | $284,495 | -$47,829 | -14.39% | |
| Sunbelt Securities, Inc. | 0.02% | 13,726 | $300,188 | $262,167 | -$38,021 | -12.67% | |
| Davidson Trust Co | 0.10% | 11,000 | $240,570 | $210,100 | -$30,470 | -12.67% | |
| Hightower Advisors, Llc | 0.00% | 10,221 | $223,529 | $195,221 | -$28,308 | -12.66% | |
| Xtx Topco Ltd | 0.00% | 10,079 | $220,428 | $192,509 | -$27,919 | -12.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,477 | $163,522 | $142,811 | -$20,711 | -12.67% | |
| Register Financial Advisors Llc | 0.04% | 6,027 | $134,472 | $115,116 | -$19,356 | -14.39% | |
| Aquatic Capital Management Llc | 0.00% | 5,725 | $125,206 | $109,348 | -$15,858 | -12.67% | |
| Western Wealth Management, Llc | 0.00% | 3,195 | $69,873 | $61,025 | -$8,848 | -12.66% | |
| Triumph Capital Management | 0.01% | 2,950 | $65,814 | $56,345 | -$9,469 | -14.39% | |
| Daytona Street Capital Llc | 0.04% | 1,999 | $50,375 | $38,181 | -$12,194 | -24.21% | |
| Ifp Advisors, Inc | 0.00% | 1,000 | $22,310 | $19,100 | -$3,210 | -14.39% | |
| Evolution Wealth Management Inc. | 0.01% | 701 | $15,636 | $13,389 | -$2,247 | -14.37% | |
| Bnp Paribas Financial Markets | 0.00% | 684 | $14,959 | $13,064 | -$1,895 | -12.67% | |
| Pfs Partners, Llc | 0.00% | 503 | $11,222 | $9,607 | -$1,615 | -14.39% | |
| Russell Investments Group, Ltd. | 0.00% | 328 | $7,173 | $6,265 | -$908 | -12.66% | |
| Advisory Services Network, Llc | 0.00% | 241 | $5,271 | $4,603 | -$668 | -12.67% | |
| Mai Capital Management | 0.00% | 125 | $2,734 | $2,388 | -$347 | -12.67% | |
| Strategic Investment Solutions, Inc. | 0.00% | 100 | $2,231 | $1,910 | -$321 | -14.39% | |
| Mjt & Associates Financial Advisory Group, Inc. | 0.00% | 94 | $2,098 | $1,795 | -$303 | -14.42% |
Frequently asked questions about SAR
Who owns the most SAR stock?
The largest holders of SAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SARATOGA INVESTMENT CORP (SAR).
Is SAR widely held by superinvestors?
Many widely followed stocks like SAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.