Who Owns SARATOGA INVT CORP (SAR)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $44.8M of SARATOGA INVT CORP (SAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($4.0M), Private Advisor Group, LLC ($3.3M), Legal & General Group Plc ($3.2M), Hennion & Walsh Asset Management, Inc. ($2.8M), Advisors Asset Management, Inc. ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $4.0M | 181,518 | Trimmed |
| 2 | Private Advisor Group, LLC | $3.3M | 146,681 | Trimmed |
| 3 | Legal & General Group Plc | $3.2M | 141,229 | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $2.8M | 127,040 | Trimmed |
| 5 | Advisors Asset Management, Inc. | $2.7M | 121,635 | Added |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.6M | 116,012 | Added |
| 7 | LPL Financial LLC | $2.5M | 111,909 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $1.9M | 85,079 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $1.6M | 69,907 | Added |
| 10 | Ethos Financial Group, LLC | $1.3M | 56,533 | Added |
| 11 | Janney Montgomery Scott LLC | $1.3M | 56,157 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 55,300 | Trimmed |
| 13 | BlackRock, Inc. | $1.2M | 53,261 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.1M | 49,143 | Added |
| 15 | Wealthcare Advisory Partners LLC | $1.1M | 49,141 | Trimmed |
| 16 | Palogic Value Management, L.P. | $1.0M | 46,680 | Hold |
| 17 | Next Level Private LLC | $971,087 | 43,527 | Hold |
| 18 | MORGAN STANLEY | $930,617 | 41,713 | Added |
| 19 | JANE STREET GROUP, LLC | $874,552 | 39,200 | New |
| 20 | JB CAPITAL PARTNERS LP | $737,188 | 33,847 | Hold |
| 21 | Focus Partners Wealth | $701,448 | 31,441 | Added |
| 22 | Focus Financial Network, Inc. | $562,620 | 25,218 | Added |
| 23 | GROUP ONE TRADING LLC | $562,212 | 25,200 | New |
| 24 | XTX Topco Ltd | $556,389 | 24,939 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $518,000 | 23,199 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30