Institutional Ownership
Saratoga Invt Corp
CUSIP 80349A208COM NEWSARQ1 2026
Institutional Holders
64
13F filers
Shares Held
1.93M
Aggregate institutional
Institutional Value
$40.19M
Q1 2026
Net New Holders
-5
9 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased26
Decreased9
Sold out14
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 199.1K | $4.36M | 0 | Held |
| 2 | Private Advisor Group, LLC | 165.1K | $3.61M | +1.8K | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | 137.7K | $3.01M | −3.8K | Reduced |
| 4 | Legal & General Group PLC | 122.9K | $2.69M | +5.6K | Added |
| 5 | Lpl Financial LLC | 114.0K | $2.49M | +268 | Added |
| 6 | Advisors Asset Management, Inc. | 106.6K | $2.33M | +5.2K | Added |
| 7 | Wells Fargo & Company/Mn | 85.3K | $1.86M | +2.4K | Added |
| 8 | International Assets Investment Management, LLC | 82.4K | $1.76M | +20.6K | Added |
| 9 | Ethos Financial Group, LLC | 52.8K | $1.22M | 0 | Held |
| 10 | Two Sigma Investments, LP | 54.7K | $1.20M | −12.8K | Reduced |
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