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Saratoga Investment (SAR) Institutional Ownership

Saratoga Investment logo
$18.45 +0.02 (+0.10%)
Closing price 08/24/2026 03:59 PM Eastern
Extended Trading
$18.43 -0.01 (-0.08%)
As of 08:38 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Saratoga Investment (NYSE:SAR)

Current
Institutional Ownership
Percentage
19.09%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$9.84M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.92M
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SAR Institutional Buying and Selling by Quarter

Saratoga Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Triumph Capital Management2,950$66K0.0%+66.2%0.018%
7/10/2026 Wealthcare Advisory Partners LLC49,141$1.10M0.0%-2.8%0.301%
7/9/2026 Focus Financial Network Inc.25,218$563K0.0%+19.1%0.155%
7/9/2026 Hennion & Walsh Asset Management Inc.127,040$2.83M0.1%-7.7%0.781%
5/19/2026 Western Wealth Management LLC3,195$70K0.0%N/A0.020%
5/19/2026 Bank of America Corp DE25,027$547K0.0%+2,243.4%0.154%
5/18/2026 Royal Bank of Canada17,950$393K0.0%+3.2%0.110%
5/13/2026 Cetera Investment Advisers22,301$488K0.0%+2.2%0.137%
5/7/2026 Greenwood Gearhart LLC17,800$389K0.0%N/A0.110%
5/2/2026 International Assets Investment Management LLC82,407$1.76M0.0%+33.3%0.508%
4/27/2026 Private Advisor Group LLC165,139$3.61M0.0%+1.1%1.018%
4/22/2026 Janney Montgomery Scott LLC10,256$224K0.0%N/A0.063%
2/18/2026 Virtus Investment Advisers LLC32,641$753K0.2%-10.0%0.202%
2/17/2026 Cetera Investment Advisers21,825$503K0.0%+9.0%0.135%
2/17/2026 Trexquant Investment LP16,827$388K0.0%-67.5%0.104%
2/17/2026 Osaic Holdings Inc.18,403$425K0.0%+178.2%0.114%
2/17/2026 Private Advisor Group LLC163,359$3.77M0.0%+3.2%1.010%
2/17/2026 Royal Bank of Canada17,393$401K0.0%-8.3%0.107%
2/13/2026 Kestra Advisory Services LLC1,987$46K0.0%N/A0.012%
2/13/2026 Dynamic Technology Lab Private Ltd13,214$305K0.1%N/A0.082%
2/13/2026 Wells Fargo & Company MN82,830$1.91M0.0%-1.5%0.512%
2/12/2026 Advisors Asset Management Inc.101,383$2.34M0.0%-12.3%0.627%
2/12/2026 Commonwealth Equity Services LLC18,637$430K0.0%-26.0%0.115%
2/12/2026 Steward Partners Investment Advisory LLC5,212$120K0.0%+610.1%0.032%
2/11/2026 LPL Financial LLC113,727$2.62M0.0%+4.6%0.703%
2/11/2026 Closed End Fund Advisors Inc.159,499$3.68M2.2%N/A0.986%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S27,027$624K0.0%-46.2%0.167%
2/10/2026 Lido Advisors LLC199,138$4.86M0.0%+0.6%1.231%
2/9/2026 Harbour Investments Inc.5,973$138K0.0%+100.9%0.037%
2/6/2026 HighTower Advisors LLC10,213$236K0.0%-6.0%0.063%
2/3/2026 International Assets Investment Management LLC61,809$1.43M0.1%+17.5%0.382%
1/29/2026 D.A. Davidson & CO.18,194$420K0.0%-42.2%0.112%
1/21/2026 Daytona Street Capital LLC1,999$51K0.0%N/A0.012%
1/20/2026 Ethos Financial Group LLC52,846$1.22M0.1%-1.8%0.327%
1/14/2026 Hennion & Walsh Asset Management Inc.141,470$3.26M0.1%-21.4%0.874%
1/14/2026 Wealthcare Advisory Partners LLC49,471$1.14M0.0%+10.7%0.306%
1/12/2026 Focus Financial Network Inc.19,455$449K0.0%+24.3%0.120%
11/19/2025Sunbelt Securities Inc.13,382$326K0.0%+163.3%0.083%
11/18/2025 Advisory Services Network LLC1,841$45K0.0%N/A0.011%
11/17/2025 Lido Advisors LLC197,873$4.83M0.0%+6.2%1.229%
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11/17/2025 Brevan Howard Capital Management LP17,675$431K0.0%N/A0.110%
11/17/2025 Bard Associates Inc.14,256$348K0.1%-10.0%0.089%
11/17/2025 Aquatic Capital Management LLC12,729$310K0.0%+4,814.7%0.079%
11/17/2025 Ameriprise Financial Inc.71,549$1.75M0.0%+7.0%0.444%
11/14/2025 Raymond James Financial Inc.23,072$563K0.0%-25.3%0.143%
11/14/2025 Two Sigma Investments LP115,035$2.81M0.0%-34.6%0.714%
11/13/2025 BNP Paribas Financial Markets1,006$25K0.0%N/A0.006%
11/13/2025 Legal & General Group Plc93,529$2.28M0.0%-1.5%0.581%
11/13/2025 Private Advisor Group LLC158,286$3.86M0.0%+4.6%0.983%
11/12/2025 Quantbot Technologies LP1,464$36K0.0%N/A0.009%
11/7/2025 Wealthcare Advisory Partners LLC44,680$1.09M0.0%+11.9%0.277%
11/6/2025 Advisors Asset Management Inc.115,641$2.82M0.0%+9.8%0.718%
10/23/2025 Next Level Private LLC43,527$1.06M0.3%+11.2%0.270%
10/23/2025 Ethos Financial Group LLC53,833$1.31M0.1%+10.8%0.334%
10/22/2025 Hennion & Walsh Asset Management Inc.180,063$4.39M0.2%-13.7%1.118%
10/10/2025 Focus Financial Network Inc.15,655$382K0.0%N/A0.098%
10/9/2025 Redhawk Wealth Advisors Inc.40,356$984K0.1%+18.4%0.253%
9/4/2025 Osaic Holdings Inc.6,256$155K0.0%+24.0%0.039%
8/15/2025 Ameriprise Financial Inc.66,899$1.66M0.0%-2.4%0.419%
8/14/2025 Jane Street Group LLC14,328$355K0.0%N/A0.090%
8/14/2025 Raymond James Financial Inc.30,868$766K0.0%-6.6%0.194%
8/13/2025 Lido Advisors LLC186,253$4.62M0.0%+43.1%1.168%
8/13/2025 Virtus Investment Advisers LLC36,300$900K0.3%-15.9%0.228%
8/12/2025 Advisors Asset Management Inc.105,285$2.61M0.0%-8.1%0.660%
8/12/2025 Laurel Wealth Advisors LLC5,977$148K0.0%+2,380.1%0.037%
8/12/2025 Legal & General Group Plc94,950$2.35M0.0%+1.1%0.595%
8/12/2025 JPMorgan Chase & Co.7,313$181K0.0%-33.0%0.046%
8/6/2025 Ethos Financial Group LLC48,596$1.21M0.1%+6.8%0.310%
7/30/2025 D.A. Davidson & CO.31,109$772K0.0%+3.6%0.199%
7/29/2025 International Assets Investment Management LLC52,610$1.31M0.1%-4.1%0.336%
7/25/2025 Concurrent Investment Advisors LLC9,768$242K0.0%N/A0.062%
7/22/2025 Wealthcare Advisory Partners LLC39,926$990K0.0%+21.4%0.255%
7/17/2025 Janney Montgomery Scott LLC8,077$200K0.0%-12.5%0.052%
7/10/2025 Redhawk Wealth Advisors Inc.34,092$845K0.1%N/A0.222%
5/16/2025Advisors Asset Management Inc.114,511$2.90M0.1%+6.6%0.745%
5/15/2025Cubist Systematic Strategies LLC10,869$275K0.0%N/A0.071%
5/15/2025Royal Bank of Canada23,476$595K0.0%+4.5%0.153%
5/15/2025Trexquant Investment LP66,974$1.70M0.0%+4.6%0.436%
5/14/2025BI Asset Management Fondsmaeglerselskab A S50,232$1.27M0.0%-14.9%0.327%
5/13/2025Ethos Financial Group LLC45,507$1.15M0.1%N/A0.296%
5/13/2025Kovitz Investment Group Partners LLC12,094$306K0.0%-79.5%0.079%
5/12/2025Connor Clark & Lunn Investment Management Ltd.29,509$747K0.0%+147.7%0.206%
5/7/2025LPL Financial LLC88,665$2.25M0.0%+1.6%0.618%
5/6/2025Cetera Investment Advisers10,049$255K0.0%N/A0.070%
5/6/2025Wedbush Securities Inc.10,700$271K0.0%+23.0%0.075%
5/5/2025Private Advisor Group LLC125,792$3.19M0.0%+2.9%0.877%
4/24/2025Sunbelt Securities Inc.6,932$176K0.0%+36.4%0.048%
4/24/2025Bartlett & CO. Wealth Management LLC2,000$51K0.0%+300.0%0.014%
4/23/2025International Assets Investment Management LLC54,886$1.39M0.0%-31.0%0.383%
4/22/2025Cambridge Investment Research Advisors Inc.15,700$398K0.0%N/A0.109%
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4/10/2025Hennion & Walsh Asset Management Inc.193,168$4.89M0.2%+33.4%1.346%
2/17/2025Two Sigma Advisers LP145,100$3.47M0.0%-1.3%1.011%
2/17/2025Two Sigma Investments LP128,379$3.07M0.0%+6.3%0.895%
2/17/2025Millennium Management LLC105,129$2.52M0.0%-15.0%0.733%
2/17/2025Ameriprise Financial Inc.59,961$1.43M0.0%-7.4%0.418%
2/14/2025Jane Street Group LLC10,520$252K0.0%N/A0.073%
2/14/2025Lido Advisors LLC94,981$2.27M0.0%+32.1%0.662%
2/14/2025Northern Trust Corp11,315$271K0.0%N/A0.079%
2/14/2025Virtus ETF Advisers LLC33,759$808K0.3%-2.2%0.235%
2/14/2025Kovitz Investment Group Partners LLC59,050$1.41M0.0%-5.6%0.411%


SAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of Saratoga Investment. The most heavily invested institutionals were Lido Advisors LLC ($4.86M), Closed End Fund Advisors Inc. ($3.68M), Private Advisor Group LLC ($3.61M), Two Sigma Advisers LP ($3.47M), Hennion & Walsh Asset Management Inc. ($2.83M), Two Sigma Investments LP ($2.81M), and LPL Financial LLC ($2.62M).Learn more on Saratoga Investment's institutional investors.

19.09% of Saratoga Investment's stock is owned by institutional investors. Learn more on SAR's institutional investor holdings.

Of the 55 institutional investors that purchased Saratoga Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Closed End Fund Advisors Inc. ($159.50K), International Assets Investment Management LLC ($137.30K), Lido Advisors LLC ($92.10K), Hennion & Walsh Asset Management Inc. ($72.36K), Raymond James Financial Inc. ($68.06K), Kovitz Investment Group Partners LLC ($62.55K), and Ethos Financial Group LLC ($53.83K).

Institutional investors have bought a total of 424,617 shares in the last 24 months. This purchase volume represents approximately $9.84M in transactions.

Of the 16 institutional investors that sold Saratoga Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($77.77K), Two Sigma Investments LP ($60.81K), Trexquant Investment LP ($34.94K), BI Asset Management Fondsmaeglerselskab A S ($23.21K), Advisors Asset Management Inc. ($14.26K), D.A. Davidson & CO. ($13.26K), and Raymond James Financial Inc. ($7.80K).

Institutional investors have sold a total of 251,153 shares in the last 24 months. This volume of shares sold represents approximately $5.92M in transactions.


Related Companies

Institutional ownership data for NYSE:SAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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