Saratoga Investment Ownership | Who Owns Saratoga Investment?
Saratoga Investment Ownership Summary
Saratoga Investment is owned by 9.35% institutional investors, 13.42% insiders, and 77.24% retail investors. Lido advisors is the largest institutional shareholder, holding 1.24% of SAR shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.34% of its assets in Saratoga Investment shares.
SAR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Saratoga Investment | 9.35% | 13.42% | 77.24% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 45.25% | 8.61% | 46.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Lido advisors | 199.14K | 1.24% | $4.86M |
| Private advisor group | 165.14K | 1.03% | $3.61M |
| Hennion & walsh asset management | 141.47K | 0.88% | $3.26M |
| Legal & general group | 122.94K | 0.76% | $2.69M |
| Millennium management | 105.13K | 0.76% | $2.51M |
| Two sigma investments, lp | 115.03K | 0.73% | $2.81M |
| Lpl financial | 114.00K | 0.71% | $2.49M |
| Two sigma advisers, lp | 100.65K | 0.64% | $2.45M |
| Advisors asset management | 101.38K | 0.63% | $2.34M |
| Blackrock funding, inc. /de | 95.20K | 0.59% | $2.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palogic value management | 46.68K | 0.46% | $1.14M |
| Tmd wealth management | 67.73K | 0.34% | $1.54M |
| Virtus investment advisers | 36.28K | 0.25% | $884.99K |
| Next level private | 43.53K | 0.21% | $951.93K |
| Jb capital partners lp | 33.85K | 0.14% | $807.93K |
| International assets investment management | 82.41K | 0.12% | $1.76M |
| Hennion & walsh asset management | 141.47K | 0.11% | $3.26M |
| Davidson trust | 11.00K | 0.10% | $240.57K |
| Ethos financial group | 52.85K | 0.09% | $1.22M |
| Register financial advisors | 6.00K | 0.05% | $131.29K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 82.41K | 0.12% | 20.60K |
| Greenwood gearhart | 17.80K | 0.02% | 17.80K |
| Brevan howard capital management lp | 17.68K | 0.00% | 17.68K |
| Ubs group | 27.28K | 0.00% | 14.26K |
| Vestgen advisors | 12.76K | 0.01% | 12.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma advisers, lp | 100.65K | 0.00% | -131.15K |
| Two sigma investments, lp | 115.03K | 0.00% | -60.80K |
| Rockefeller capital management | - | - | -56.98K |
| Qube research | - | - | -53.02K |
| Morgan stanley | 30.34K | - | -46.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Greenwood gearhart | 17.80K | 0.02% | 17.80K | $389.29K |
| Brevan howard capital management lp | 17.68K | 0.00% | 17.68K | $431.09K |
| Vestgen advisors | 12.76K | 0.01% | 12.76K | $311.19K |
| Janney montgomery scott | 10.26K | 0.00% | 10.26K | $224.00K |
| Bryn mawr trust | 500.00 | 0.00% | 500.00 | $10.94K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -2.00 |
| Ronald blue trust | -20.00 |
| Hantz financial services | -75.00 |
| Hexagon capital partners | -81.00 |
| Venturi wealth management | -93.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 52 | -31.58% | 1,505,506 | -33.30% | 9 | 4.57% | 23 | -43.90% | 14 | - |
| Sep 30, 2025 | 70 | 6.06% | 2,239,940 | -1.05% | 14 | 6.52% | 38 | 11.76% | 13 | -13.33% |
| Jun 30, 2025 | 68 | -1.45% | 2,340,713 | -7.29% | 15 | 4.63% | 33 | -5.71% | 17 | 41.67% |
| Mar 31, 2025 | 69 | -1.43% | 2,524,729 | 14.19% | 18 | 7.06% | 35 | 16.67% | 12 | -33.33% |
| Dec 31, 2024 | 69 | 15.00% | 2,205,837 | 4.11% | 15 | 6.71% | 30 | 25.00% | 18 | -5.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 54.64K | 0.34% | - |
| BankInvest Børsnoterede Alt. Akk. W | 50.23K | 0.31% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 28.47K | 0.18% | 1.59K |
| FID DC L&G Diversified Fund | 25.68K | 0.17% | 25.68K |
| Virtus Private Credit ETF | 21.86K | 0.13% | -556.00 |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 10.00K | 0.07% | -5.00K |
| FlexShares® Listed Priv Eq ETF USD Acc | 5.54K | 0.03% | - |
| FID DC L&G Retirement Income MA Fund | 5.54K | 0.03% | 5.54K |
| BTG Pactual Global BDCS I | 4.50K | 0.03% | - |
| RBC Microcap Value I | 3.40K | 0.02% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 04, 2023 | Oberbeck Christian L | CEO, Director and President | Buy | $47.62K |
| Aug 02, 2022 | Looney Steven M | Buy | $29.43K | |
| Aug 11, 2020 | Oberbeck Christian L | CEO and Director | Buy | $35.34K |
| Aug 10, 2020 | Oberbeck Christian L | CEO and Director | Buy | $87.55K |
| Jul 24, 2020 | Oberbeck Christian L | CEO and Director | Buy | $16.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
SAR Ownership FAQ
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