Security key
80349A208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 1,926,185
- Total 13F value
- $42,174,782
- Share change
- -161,108
- Put/Call ratio
- 78%
- SEC-reported price per share
- $21.87
- Number of holders
- 63
- Value change
- -$3,818,208
- Number of buys
- 34
- Number of sells
- 24
Open additional details 1 more signal available
Report period
Q1 2026
Institutions
63
Top holders
10
SAR full security history
Ownership snapshot
Full 13F holder table
SARATOGA INVESTMENT CORP. SEC filings
SARATOGA INVESTMENT CORP. company facts
Broader feeds
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
31 Dec 2025
13F
3/4/5
Highest disclosed value: $4,855,300
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 $4.86M.
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.
Open SEC evidence
Opens Lido Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
Lido Advisors, LLC
$4.86M
Private Advisor Group, LLC
$3.77M
Closed-End Fund Advisors, Inc.
$3.68M
Hennion & Walsh Asset Management,...
$3.26M
Legal & General Group Plc
$2.71M
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
|
$4,855,300
199,138 shares
|
— | 31 Dec 2025 |
| Private Advisor Group, LLC |
13F
Company
|
—
class O/S missing
|
$3,768,697
163,359 shares
|
— | 31 Dec 2025 |
| Closed-End Fund Advisors, Inc. |
13F
Company
|
—
class O/S missing
|
$3,679,642
159,499 shares
|
— | 31 Dec 2025 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,263,713
141,470 shares
|
— | 31 Dec 2025 |
| Legal & General Group Plc |
13F
Company
|
—
class O/S missing
|
$2,705,973
117,294 shares
|
— | 31 Dec 2025 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,623,680
113,727 shares
|
— | 31 Dec 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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
63
Shares
1,926,185
Rows available
63
| 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 Q1 2026 vs Q1 2026 Across Filers
Q1 2026 holders
63
Q1 2026 holders
63
Holder diff
0
| Investor | Q1 2026 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2026 value | Value change | Value Chg % |
|---|