Security key
80349A208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 409,395
- Total 13F value
- $9,160,272
- Share change
- +5,228
- SEC-reported price per share
- $22.31
- Number of holders
- 16
- Value change
- +$133,978
- Number of buys
- 6
- Number of sells
- 5
Report period
Q2 2026
Institutions
16
Top holders
10
SAR full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
31 Mar 2026
13F
3/4/5
Highest disclosed value: $4,355,144
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 $4.36M.
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
$4.36M
Private Advisor Group, LLC
$3.61M
Hennion & Walsh Asset Management,...
$3.01M
Legal & General Group Plc
$2.69M
LPL Financial LLC
$2.49M
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
|
$4,355,144
199,138 shares
|
— | 31 Mar 2026 |
| Private Advisor Group, LLC |
13F
Company
|
—
class O/S missing
|
$3,611,597
165,139 shares
|
— | 31 Mar 2026 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,010,952
137,675 shares
|
— | 31 Mar 2026 |
| Legal & General Group Plc |
13F
Company
|
—
class O/S missing
|
$2,688,720
122,941 shares
|
— | 31 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,493,072
113,995 shares
|
— | 31 Mar 2026 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,331,889
106,625 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
409,395
Rows available
16
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
63
Q2 2026 holders
16
Holder diff
-47
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend