SAR Institutional Ownership
Who owns Saratoga Investment Corp. and what the big funds did with it last quarter, from every SEC 13F filing. 59 funds reported holding SAR at Jun 30, 2026, together owning 12.2% of the company.
- ●27 buying vs 28 selling
- ●Held by funds -0.2 pts
- ▼Funds holding -4
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 59 | 63 | −6.3% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 1.9M | 1.9M | −1.9% |
| Held by funds | 12.2% | 12.4% | −0.2 pts |
| New positions | 5 | 8 | −37.5% |
| Increased | 22 | 24 | −8.3% |
| Reduced | 20 | 9 | +122.2% |
| Sold out | 8 | 15 | −46.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SAR
All superinvestors →
Who owns SAR
share of fund held shares- Index and passive funds10.3%
- Active managers and hedge funds70.3%
- Banks and brokers19.4%
- Pensions, insurers and other0.0%
The top 10 holders own 60.5% of all SAR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
16 funds changed their position- Hennion & Walsh Asset Management, Inc.Trimmed−38K sh
- International Assets Investment Management, LLCAdded+23K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−23K sh
- Commonwealth Equity Services, LLCSold out−11K sh
- Wedbush Securities IncSold out−10K sh
🔒 Free account: see all 16.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.17% | 182K | $4M | −18K |
| 2 | Private Advisor Group, LLC | 0.94% | 147K | $3.3M | −18K |
| 3 | Legal & General Group Plc | 0.91% | 141K | $3.2M | +18K |
| 4 | Hennion & Walsh Asset Management, Inc. | 0.82% | 127K | $2.8M | −11K |
| 5 | Advisors Asset Management, Inc. | 0.78% | 122K | $2.7M | +15K |
| 6 | International Assets Investment Management, LLC | 0.75% | 116K | $2.6M | +34K |
| 7 | LPL Financial LLC | 0.72% | 112K | $2.5M | −2,086 |
| 8 | Wells Fargo & Company/mn | 0.55% | 85K | $1.9M | −188 |
| 9 | Ethos Financial Group, LLC | 0.36% | 57K | $1.3M | +3,687 |
| 10 | Janney Montgomery Scott LLC | 0.36% | 56K | $1.3M | +46K |
- Janney Montgomery Scott LLC+46K sh+$1M
- International Assets Investment Management, LLC+34K sh+$757K
- Citadel Advisors LLC+27K sh+$607K
- Cambridge Investment Research Advisors, Inc.+22K sh+$501K
- Legal & General Group Plc+18K sh+$409K
- Advisors Asset Management, Inc.+15K sh+$335K
- XTX Topco Ltd+15K sh+$332K
- Morgan Stanley+13K sh+$300K
- Two Sigma Investments, LP−37K sh−$833K
- BI Asset Management Fondsmaeglerselskab A/S−22K sh−$491K
- PFG Advisors−22K sh−$475K
- Hrt Financial LP−22K sh−$470K
- UBS Group AG−21K sh−$460K
- Private Advisor Group, LLC−18K sh−$412K
- Lido Advisors, LLC−18K sh−$393K
- Bank of America Corp /de/−15K sh−$345K
SAR institutional ownership FAQ
Who owns the most SAR stock?
In Q2 2026 13F filings the largest holder of SAR was Lido Advisors, LLC, followed by Private Advisor Group, LLC and Legal & General Group Plc. Index fund managers are usually the biggest holders of large companies.
What percentage of SAR is owned by institutions?
Funds that file 13F reports held 12.2% of SAR's shares at Jun 30, 2026, compared with 12.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SAR?
In Q2 2026, 27 funds bought SAR (5 of them new positions) and 28 sold (8 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SAR is neutral.
What is SAR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SAR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.