SARATOGA INVESTMENT CORP SAR
$22.36
-0.8% 52w: $19.55 – $23.38
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data19.5521.4623.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
-8 QoQ
13F value
$42.2M
-12.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.3×
$1.3M calls / $1.0M puts
Institutional value by quarter
Number of holders
Who owns SAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 199.1K | $4.4M | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 165.1K | $3.6M | 0.0% | +1.1% |
| Hennion & Walsh Asset Management, Inc. | Other | 137.7K | $3.0M | 0.1% | -2.7% |
| Legal & General Group Plc | Diversified mechanical | 122.9K | $2.7M | 0.0% | +4.8% |
| LPL Financial LLC | Bank broker | 114.0K | $2.5M | 0.0% | +0.2% |
| Advisors Asset Management, Inc. | Diversified mechanical | 106.6K | $2.3M | 0.0% | +5.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 85.3K | $1.9M | 0.0% | +2.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 82.4K | $1.8M | 0.1% | +33.3% |
| Ethos Financial Group, LLC | Wealth advisor | 52.8K | $1.2M | 0.1% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 54.7K | $1.2M | 0.0% | -18.9% |
| BlackRock, Inc. | Index provider | 54.6K | $1.2M | 0.0% | -42.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 50.6K | $1.1M | 0.0% | +2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 48.5K | $1.1M | 0.0% | +88.8% |
| Palogic Value Management, L.P. | Other | 46.7K | $1.0M | 0.5% | Held |
| Next Level Private LLC | Wealth advisor | 43.5K | $952K | 0.2% | Held |
| JB CAPITAL PARTNERS LP ★2 | Fundamental diversified | 33.8K | $761K | 0.1% | Held |
| MORGAN STANLEY | Bank broker | 28.3K | $619K | 0.0% | -6.8% |
| Focus Partners Wealth | Wealth advisor | 27.7K | $606K | 0.0% | +8.2% |
| UBS Group AG | Bank broker | 27.3K | $597K | 0.0% | +109.5% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 27.0K | $591K | 0.0% | Held |
| Virtus Investment Advisers, LLC | Other | 25.8K | $563K | 0.2% | -21.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 25.0K | $547K | 0.0% | +2243.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 24.0K | $524K | 0.0% | +26.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 23.3K | $510K | 0.0% | +26.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.7K | $496K | 0.0% | +23.3% |
| Cetera Investment Advisers | Wealth advisor | 22.3K | $488K | 0.0% | +2.2% |
| PFG Advisors | Wealth advisor | 21.7K | $475K | 0.0% | 0.0% |
| HRT FINANCIAL LP | Diversified mechanical | 21.5K | $470K | 0.0% | New |
| Focus Financial Network, Inc. | Wealth advisor | 21.2K | $463K | 0.0% | +8.8% |
| VestGen Advisors, LLC | Wealth advisor | 19.3K | $426K | 0.0% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 18.3K | $400K | 0.0% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 18.1K | $397K | 0.0% | -72.4% |
| ROYAL BANK OF CANADA | Bank broker | 17.9K | $393K | 0.0% | +3.2% |
| GREENWOOD GEARHART LLC | Wealth advisor | 17.8K | $389K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.2K | $376K | 0.0% | -7.8% |
| Sunbelt Securities, Inc. | Diversified mechanical | 13.7K | $300K | 0.0% | Held |
| DAVIDSON TRUST CO | Other | 11.0K | $241K | 0.1% | Held |
| WEDBUSH SECURITIES INC | Diversified mechanical | 10.7K | $234K | 0.0% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 10.3K | $224K | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 10.2K | $224K | 0.0% | +0.1% |
| XTX Topco Ltd | Market maker | 10.1K | $220K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 7.5K | $164K | 0.0% | +43.5% |
| JPMORGAN CHASE & CO | Bank broker | 7.0K | $150K | 0.0% | Held |
| Register Financial Advisors LLC | Other | 6.0K | $131K | 0.0% | +0.4% |
| Aquatic Capital Management LLC | Diversified mechanical | 5.7K | $125K | 0.0% | -52.7% |
| Daytona Street Capital LLC | Other | 2.0K | $50K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 1.8K | $39K | 0.0% | +688.9% |
| IFP Advisors, Inc | Wealth advisor | 1.0K | $22K | 0.0% | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 701 | $15K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 684 | $15K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.