SAR Saratoga Investment Corp
Saratoga Investment Corp (SAR) Institutional Ownership
What the institutions did with SAR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Lido Advisors, LLC | 181.5K | 9.4% |
| Private Advisor Group, LLC | 146.7K | 7.6% |
| Legal & General Group Plc | 141.2K | 7.3% |
| Hennion & Walsh Asset Management, Inc. | 127.0K | 6.6% |
| Advisors Asset Management, Inc. | 121.6K | 6.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 116.0K | 6.0% |
| LPL Financial LLC | 111.9K | 5.8% |
| Palogic Value Management, L.P. | 93.4K | 4.8% |
| WELLS FARGO & COMPANY/MN | 85.1K | 4.4% |
| Ethos Financial Group, LLC | 56.5K | 2.9% |
| Janney Montgomery Scott LLC | 56.2K | 2.9% |
| BlackRock, Inc. | 53.3K | 2.8% |
| CITADEL ADVISORS LLC | 50.5K | 2.6% |
| RAYMOND JAMES FINANCIAL INC | 49.1K | 2.5% |
| Wealthcare Advisory Partners LLC | 49.1K | 2.5% |
| Cambridge Investment Research Advisors, Inc. | 46.4K | 2.4% |
| Next Level Private LLC | 43.5K | 2.2% |
| MORGAN STANLEY | 41.7K | 2.2% |
| JB CAPITAL PARTNERS LP | 33.8K | 1.7% |
| Focus Partners Wealth | 31.4K | 1.6% |
| Focus Financial Network, Inc. | 25.2K | 1.3% |
| XTX Topco Ltd | 24.9K | 1.3% |
| Cetera Investment Advisers | 23.0K | 1.2% |
| OSAIC HOLDINGS, INC. | 22.7K | 1.2% |
| GREENWOOD GEARHART LLC | 21.5K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Palogic Value Management, L.P. | Increased | 46.7K | 93.4K | +46.7K |
| Janney Montgomery Scott LLC | Increased | 10.3K | 56.2K | +45.9K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 54.7K | 17.4K | -37.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 82.4K | 116.0K | +33.6K |
| CITADEL ADVISORS LLC | Increased | 23.3K | 50.5K | +27.2K |
| Cambridge Investment Research Advisors, Inc. | Increased | 24.0K | 46.4K | +22.4K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 27.0K | 5.0K | -22.0K |
| PFG Advisors | Sold Out | 21.7K | 0 | -21.7K |
| HRT FINANCIAL LP | Sold Out | 21.5K | 0 | -21.5K |
| UBS Group AG | Reduced | 27.3K | 6.7K | -20.6K |
| Private Advisor Group, LLC | Reduced | 165.1K | 146.7K | -18.5K |
| Legal & General Group Plc | Increased | 122.9K | 141.2K | +18.3K |
| Lido Advisors, LLC | Reduced | 199.1K | 181.5K | -17.6K |
| BANK OF AMERICA CORP /DE/ | Reduced | 25.0K | 9.6K | -15.4K |
| Advisors Asset Management, Inc. | Increased | 106.6K | 121.6K | +15.0K |
| XTX Topco Ltd | Increased | 10.1K | 24.9K | +14.9K |
| MORGAN STANLEY | Increased | 28.3K | 41.7K | +13.4K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 137.7K | 127.0K | -10.6K |
| HighTower Advisors, LLC | Sold Out | 10.2K | 0 | -10.2K |
| VestGen Advisors, LLC | Reduced | 19.3K | 9.7K | -9.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 17.2K | 11.1K | -6.1K |
| Virtus Investment Advisers, LLC | Reduced | 25.8K | 20.8K | -5.0K |
| Aquatic Capital Management LLC | Reduced | 5.7K | 1.0K | -4.7K |
| Focus Financial Network, Inc. | Increased | 21.2K | 25.2K | +4.0K |
| Focus Partners Wealth | Increased | 27.7K | 31.4K | +3.7K |
| GREENWOOD GEARHART LLC | Increased | 17.8K | 21.5K | +3.7K |
| Ethos Financial Group, LLC | Increased | 52.8K | 56.5K | +3.7K |
| D.A. DAVIDSON & CO. | Reduced | 18.3K | 14.9K | -3.4K |
| AMERIPRISE FINANCIAL INC | Reduced | 18.1K | 14.8K | -3.3K |
| Steward Partners Investment Advisory, LLC | Increased | 7.5K | 9.9K | +2.4K |
| LPL Financial LLC | Reduced | 114.0K | 111.9K | -2.1K |
| Daytona Street Capital LLC | Sold Out | 2.0K | 0 | -2.0K |
| Wealthcare Advisory Partners LLC | Reduced | 50.6K | 49.1K | -1.4K |
| BlackRock, Inc. | Reduced | 54.6K | 53.3K | -1.3K |
| ROYAL BANK OF CANADA | Increased | 18.0K | 19.2K | +1.3K |
| Triumph Capital Management | Increased | 1.8K | 3.0K | +1.2K |
| IFG Advisory, LLC | New | 0 | 1.0K | +1.0K |
| Cetera Investment Advisers | Increased | 22.3K | 23.0K | +700 |
| RAYMOND JAMES FINANCIAL INC | Increased | 48.5K | 49.1K | +689 |
| WEDBUSH SECURITIES INC | Reduced | 10.7K | 10.2K | -500 |
| Wilmington Savings Fund Society, FSB | Sold Out | 500 | 0 | -500 |
| Advisory Services Network, LLC | Sold Out | 241 | 0 | -241 |
| WELLS FARGO & COMPANY/MN | Reduced | 85.3K | 85.1K | -188 |
| Fortitude Family Office, LLC | Sold Out | 140 | 0 | -140 |
| MAI Capital Management | Sold Out | 125 | 0 | -125 |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 684 | 809 | +125 |
| NewEdge Advisors, LLC | New | 0 | 100 | +100 |
| JPMORGAN CHASE & CO | Reduced | 7.0K | 6.9K | -92 |
| OSAIC HOLDINGS, INC. | Increased | 22.7K | 22.7K | +53 |
| Russell Investments Group, Ltd. | Reduced | 328 | 285 | -43 |
| Register Financial Advisors LLC | Increased | 6.0K | 6.0K | +24 |
| Quarry LP | New | 0 | 20 | +20 |
| Frazier Financial Advisors, LLC | New | 0 | 10 | +10 |
| Avion Wealth | Increased | 211 | 218 | +7 |
| West Financial Advisors, LLC | Increased | 56 | 57 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.