Security key
80349A208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 2,087,793
- Total 13F value
- $48,430,883
- Share change
- -328,872
- Put/Call ratio
- 173%
- SEC-reported price per share
- $23.07
- Number of holders
- 71
- Value change
- -$7,764,998
- Number of buys
- 30
- Number of sells
- 31
Show 1 more signal
Report period
Q4 2025
Institutions
71
Top holders
10
SAR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
SARATOGA INVESTMENT CORP. SEC filings
SARATOGA INVESTMENT CORP. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 80349A208
Recent filing periods:
Ownership snapshot
Top reported holders of SAR - SARATOGA INVESTMENT CORP. - COM NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Lido Advisors, LLC
Disclosed value leader
Lido Advisors, LLC
Comparable rows
0/15
Latest evidence
30 Sep 2025
13F
Highest disclosed value: $4,826,122
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Lido Advisors, LLC has the largest disclosed position value at $4.83M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Disclosed position value
Top 5
Lido Advisors, LLC
$4.83M
Hennion & Walsh Asset Management,...
$4.39M
Private Advisor Group, LLC
$3.86M
Advisors Asset Management, Inc.
$2.82M
TWO SIGMA INVESTMENTS, LP
$2.81M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Lido Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$4,826,122
197,873 shares
|
— | 30 Sep 2025 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$4,391,737
180,063 shares
|
— | 30 Sep 2025 |
| Private Advisor Group, LLC |
13F
Company
|
—
class O/S missing
|
$3,860,600
158,286 shares
|
— | 30 Sep 2025 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,820,484
115,641 shares
|
— | 30 Sep 2025 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
—
class O/S missing
|
$2,805,704
115,035 shares
|
— | 30 Sep 2025 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,651,909
108,729 shares
|
— | 30 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
71
Shares
2,087,793
Rows available
71
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
71
Q4 2025 holders
71
Holder diff
0
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend