SAR

Saratoga Investment Corp$22.36 0.22%
UnclassifiedUSCUSIP 80349A208· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
17
-5 QoQ
13F Value (tracked)
$18.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
14
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$22.36 0.22%5Y -14.5%
$19.91$22.45$24.99$27.53$30.072021202220232024202520267664106696510476961271841581016999810710687145813119
Hover for who · click for detailEnd-of-day closing prices52w $20.92 – $25.55
Build

Use SAR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SAR

This stock page is the Follow view. The Build view lets your agent query SAR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SAR"
Ask your agent
Use Arkolith to show who owns SAR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

17 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Lido Advisors, LLC
$4.4M
199K
Held
Q1 2026
2Private Advisor Group, LLC
$3.6M
165K
+1.1%
Added · +2K sh
Q1 2026
3Hennion & Walsh Asset Management, Inc.
$3.0M
138K
−2.7%
Reduced · −4K sh
Q1 2026
4Advisors Asset Management, Inc.
$2.3M
107K
+5.2%
Added · +5K sh
Q1 2026
5BlackRock, Inc.
$1.2M
55K
−43%
Reduced · −41K sh
Q1 2026
6Wealthcare Advisory Partners LLC
$1.1M
51K
+2.2%
Added · +1K sh
Q1 2026
7CITADEL ADVISORS LLC
$510K
23K
+26%
Added · +5K sh
Q1 2026
8PFG Advisors
$475K
22K
~0%
Added · +7 sh
Q1 2026
9VestGen Advisors, LLC
$426K
19K
New
+19K sh
Q1 2026
10D.A. DAVIDSON & CO.
$400K
18K
+0.6%
Added · +109 sh
Q1 2026
11GREENWOOD GEARHART LLC
$389K
18K
New
+18K sh
Q1 2026
12Steward Partners Investment Advisory, LLC
$164K
7K
+43%
Added · +2K sh
Q1 2026
13Aquatic Capital Management LLC
$125K
6K
−53%
Reduced · −6K sh
Q1 2026
14IFP Advisors, Inc
$22K
1K
Held
Q1 2026
15Wilmington Savings Fund Society, FSB
$11K
500
New
+500 sh
Q1 2026
16MAI Capital Management
$3K
125
Held
Q1 2026
17Larson Financial Group LLC
$1K
49
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jan 29, 2026Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)1K$0
Dec 19, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)1K$0
Dec 11, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)5K$0
Dec 11, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)8K$0
Dec 11, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)8K$0
Sep 23, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerOther (J)606$0
Jul 31, 2025Oberbeck Christian LCEO and Director, Director, 10% OwnerOther (J)2K$0
Jul 30, 2025Oberbeck Christian LCEO & Director, Director, 10% OwnerOther (J)48$0
Jul 29, 2025Oberbeck Christian LCEO & Director, Director, 10% OwnerOther (J)28K$0
Jul 29, 2025Steenkamp Henri JCFO, CCO, Treasurer and Sec., DirectorOther (J)4K$0
Dec 2, 2024Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)5K$0
Dec 2, 2024Oberbeck Christian LCEO and Director, Director, 10% OwnerGift (G)8K$0

Institutional ownership over time

38 funds+8 since Q2 2022
02244Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $33.0M

Funds that own SAR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA23 funds$7.9B
APPLE INCAAPL23 funds$7.3B
MICROSOFT CORPMSFT23 funds$4.9B
AMAZON.COM INCAMZN23 funds$4.6B
ALPHABET INC-CL AGOOGL23 funds$3.2B
BROADCOM INCAVGO23 funds$2.8B
META PLATFORMS INC-CLASS AMETA23 funds$2.5B
JPMORGAN CHASE & COJPM23 funds$2.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B23 funds$2.1B
TESLA INCTSLA23 funds$1.6B
WALMART INCWMT23 funds$1.2B
ELI LILLY & COLLY23 funds$1.2B

Ranked by how many of SAR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

14 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.