Saratoga Investment
SAR · NYSE
$14.21−$0.69 (−4.63%)TodayMarket closed ·
Prev close $14.90
Who owns SAR
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 17.7% of SAR’s shares.
- Oberbeck (christian L.)6.1%
- Oberbeck (Elizabeth Birkelund)3.4%
- Inglesby (Thomas V)2.2%
- Lido Advisors, LLC1.1%
- Next 6 largest institutions5.0%
- All other shareholders82.3%
| Holder | Shares | % of shares |
|---|---|---|
| Oberbeck (christian L.) | 993.20K | 6.09% |
| Oberbeck (Elizabeth Birkelund) | 549.18K | 3.37% |
| Inglesby (Thomas V) | 353.24K | 2.17% |
| Lido Advisors, LLC | 181.52K | 1.11% |
| Grisius (Michael J) | 167.22K | 1.03% |
| Private Advisor Group LLC | 146.68K | 0.90% |
| Legal & General Investment Management Ltd. | 141.23K | 0.87% |
| Hennion & Walsh Asset Management, Inc. | 127.04K | 0.78% |
| Advisors Asset Management, Inc. | 121.64K | 0.75% |
| Williams (George Cabell III) | 112.40K | 0.69% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| iShares Listed Private Equity UCITS ETF | 52.94K | 0.32% |
| Bankinvest Boersnoterede Alternativer Akk. KL | 27.03K | 0.17% |
| Virtus Private Credit Strategy ETF | 19.41K | 0.12% |
| RBC Microcap Value Fund | 3.40K | 0.02% |
| Counsel Global Listed Private Equity Pool | 656 | 0.00% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders bought $445.80K (2 trades) of SAR on the open market, with no sales.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Oberbeck Christian L | Buy | 15.00K | $222.45K |
| Oberbeck Christian L | Buy | 15.00K | $223.35K |
| Oberbeck Christian L | Other | 290 | — |
| Oberbeck Christian L | Other | 280 | — |
| Oberbeck Christian L | Other | 2.56K | — |
Short interest
Settled Sep 30, 2026
- Shares short
- 627.98K
- Days to cover
- 5.18
- % of shares outstanding
- 3.85%
- Average daily volume
- 121.17K
- Change since last report
- −9.1%
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