SAR
Saratoga Investment Corp.
$22.36
-0.18 (-0.80%)
At close · Jul 2
Market Cap
$363.75M
Shares
16,267,748
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 65
Total Value: $44,500,607
Total Shares: 2,034,780
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 65 13F filers · Δ vs Dec 31, 2025Top Holder
9.8%
+0.7 pts
Top 5
36.3%
+0.6 pts
Top 10
56.1%
−1.0 pts
HHI
427
Broadly held−0
Quarterly Activity
vs Dec 31, 2025
New
9
Increased
26
Decreased
10
Sold Out
16
Unchanged
20
Holder count:
-7
Institutional value:
-11.7%
Shares held:
-6.9%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | +23,959 | 25,027 | |
| Mega RAYMOND JAMES FINANCIAL INC | +22,788 | 48,454 | |
| Mega CITADEL ADVISORS LLC | +22,243 | 62,603 | |
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | +20,598 | 82,407 | |
| Mega UBS Group AG | +14,256 | 27,280 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | −47,461 | 18,131 | |
| Mega BlackRock, Inc. | −40,601 | 54,596 | |
| Mega TWO SIGMA INVESTMENTS, LP | −12,761 | 54,746 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | −8,175 | 66,100 | |
| Small Virtus Investment Advisers, LLC | −6,889 | 25,752 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large HRT FINANCIAL LP | 21,519 | $470,620 | |
| Mid VestGen Advisors, LLC | 19,250 | $420,997 | |
| Small GREENWOOD GEARHART LLC | 17,800 | $389,286 | |
| Large Janney Montgomery Scott LLC | 10,256 | $224,298 | |
| Mid XTX Topco Ltd | 10,079 | $220,427 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Closed-End Fund Advisors, Inc. | 159,499 | $3,679,641 | |
| Large Trexquant Investment LP | 16,827 | $388,198 | |
| Mega JANE STREET GROUP, LLC | 13,500 | $311,445 | |
| Small Dynamic Technology Lab Private Ltd | 13,214 | $304,846 | |
| Mid Brevan Howard Capital Management LP | 11,419 | $263,436 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large Lido Advisors, LLC | $4,355,148 | 9.79% | 199,138 | Shares | Sole | 2026-05-13 | ||||
| Mid Private Advisor Group, LLC | $3,611,589 | 8.12% | 165,139 | Shares | Sole | 2026-04-27 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $3,010,952 | 6.77% | 137,675 | Shares | Sole | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $2,688,719 | 6.04% | 122,941 | Shares | Defined | 2026-05-08 | ||||
| Mega LPL Financial LLC | $2,493,070 | 5.60% | 113,995 | Shares | Sole | 2026-05-06 | ||||
| Mid Advisors Asset Management, Inc. | $2,331,888 | 5.24% | 106,625 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $1,864,788 | 4.19% | 85,267 | Shares | Defined | 2026-05-11 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1,802,241 | 4.05% | 82,407 | Shares | Sole | 2026-05-01 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $1,197,295 | 2.69% | 54,746 | Shares | Sole | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $1,194,014 | 2.68% | 54,596 | Shares | Sole | 2026-05-13 | ||||
| Small Ethos Financial Group, LLC | $1,155,742 | 2.60% | 52,846 | Shares | Sole | 2026-05-05 | ||||
| Mid Wealthcare Advisory Partners LLC | $1,106,031 | 2.49% | 50,573 | Shares | Sole | 2026-04-14 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,059,688 | 2.38% | 48,454 | Shares | Defined | 2026-05-14 | ||||
| Small Palogic Value Management, L.P. | $1,020,891 | 2.29% | 46,680 | Shares | Sole | 2026-05-15 | ||||
| Small Next Level Private LLC | $951,935 | 2.14% | 43,527 | Shares | Sole | 2026-04-23 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $791,694 | 1.78% | 36,200 | Call | Other | 2026-05-15 | ||||
| Small JB CAPITAL PARTNERS LP | $740,233 | 1.66% | 33,847 | Shares | Sole | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $653,913 | 1.47% | 29,900 | Put | Other | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $618,614 | 1.39% | 28,286 | Shares | Defined | 2026-05-15 | ||||
| Large Focus Partners Wealth | $605,995 | 1.36% | 27,709 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $596,613 | 1.34% | 27,280 | Shares | Defined | 2026-05-05 | ||||
| Mid BI Asset Management Fondsmaeglerselskab A/S | $591,080 | 1.33% | 27,027 | Shares | Defined | 2026-04-16 | ||||
| Small Virtus Investment Advisers, LLC | $563,196 | 1.27% | 25,752 | Shares | Other | 2026-05-14 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $547,340 | 1.23% | 25,027 | Shares | Defined | 2026-05-18 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $524,355 | 1.18% | 23,976 | Shares | Sole | 2026-04-30 | ||||
| Mega CITADEL ADVISORS LLC | $509,636 | 1.15% | 23,303 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $505,197 | 1.14% | 23,100 | Call | Defined | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $496,317 | 1.12% | 22,694 | Shares | Defined | 2026-05-15 | ||||
| Large Cetera Investment Advisers | $487,722 | 1.10% | 22,301 | Shares | Sole | 2026-05-13 | ||||
| Small PFG Advisors | $474,666 | 1.07% | 21,704 | Shares | Sole | 2026-05-05 | ||||
| Large HRT FINANCIAL LP | $470,620 | 1.06% | 21,519 | Shares | Defined | 2026-05-14 | ||||
| Mid Focus Financial Network, Inc. | $463,119 | 1.04% | 21,176 | Shares | Sole | 2026-04-14 | ||||
| Mid VestGen Advisors, LLC | $420,997 | 0.95% | 19,250 | Shares | Sole | 2026-05-14 | ||||
| Mid D.A. DAVIDSON & CO. | $400,286 | 0.90% | 18,303 | Shares | Sole | 2026-05-05 | ||||
| Mega AMERIPRISE FINANCIAL INC | $396,524 | 0.89% | 18,131 | Shares | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $392,566 | 0.88% | 17,950 | Shares | Defined | 2026-05-15 | ||||
| Small GREENWOOD GEARHART LLC | $389,286 | 0.87% | 17,800 | Shares | Sole | 2026-05-07 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $375,770 | 0.84% | 17,182 | Shares | Sole | 2026-04-27 | ||||
| Mega CITADEL ADVISORS LLC | $354,294 | 0.80% | 16,200 | Put | Defined | 2026-05-15 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $300,187 | 0.67% | 13,726 | Shares | Sole | 2026-05-18 | ||||
| Small DAVIDSON TRUST CO Bank | $240,570 | 0.54% | 11,000 | Shares | Sole | 2026-04-20 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $234,009 | 0.53% | 10,700 | Shares | Sole | 2026-04-21 | ||||
| Large Janney Montgomery Scott LLC | $224,298 | 0.50% | 10,256 | Shares | Sole | 2026-04-22 | ||||
| Large HighTower Advisors, LLC | $223,533 | 0.50% | 10,221 | Shares | Sole | 2026-05-05 | ||||
| Mid XTX Topco Ltd | $220,427 | 0.50% | 10,079 | Shares | Defined | 2026-05-15 | ||||
| Large Steward Partners Investment Advisory, LLC | $163,521 | 0.37% | 7,477 | Shares | Sole | 2026-05-08 | ||||
| Mega JPMORGAN CHASE & CO | $153,549 | 0.35% | 7,021 | Shares | Defined | 2026-05-13 | ||||
| Small Register Financial Advisors LLC | $131,285 | 0.30% | 6,003 | Shares | Sole | 2026-04-15 | ||||
| Mid Aquatic Capital Management LLC | $125,205 | 0.28% | 5,725 | Shares | Sole | 2026-05-15 | ||||
| Mid Western Wealth Management, LLC | $69,874 | 0.16% | 3,195 | Shares | Sole | 2026-05-19 | ||||
| Small Daytona Street Capital LLC | $43,718 | 0.10% | 1,999 | Shares | Sole | 2026-04-10 | ||||
| Small Triumph Capital Management | $38,819 | 0.09% | 1,775 | Shares | Sole | 2026-05-13 | ||||
| Mid IFP Advisors, Inc | $21,870 | 0.05% | 1,000 | Shares | Sole | 2026-04-13 | ||||
| Micro EVOLUTION WEALTH MANAGEMENT INC. | $15,330 | 0.03% | 701 | Shares | Sole | 2026-04-27 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $14,959 | 0.03% | 684 | Shares | Defined | 2026-05-12 | ||||
| Mid State of Alaska, Department of Revenue | $13,778 | 0.03% | 630 | Shares | Sole | 2026-04-20 | ||||
| Micro PFS Partners, LLC | $11,000 | 0.02% | 503 | Shares | Sole | 2026-04-09 | ||||
| Mid Wilmington Savings Fund Society, FSB | $10,935 | 0.02% | 500 | Shares | Sole | 2026-04-30 | ||||
| Large Russell Investments Group, Ltd. | $7,173 | 0.02% | 328 | Shares | Defined | 2026-05-08 | ||||
| Mid Advisory Services Network, LLC | $5,270 | 0.01% | 241 | Shares | Sole | 2026-05-15 | ||||
| Micro Avion Wealth | $4,614 | 0.01% | 211 | Shares | Sole | 2026-05-01 | ||||
| Micro Fortitude Family Office, LLC Family Office | $3,061 | 0.01% | 140 | Shares | Sole | 2026-04-16 | ||||
| Mid MAI Capital Management | $2,733 | 0.01% | 125 | Shares | Sole | 2026-05-15 | ||||
| Micro Strategic Investment Solutions, Inc. /IL | $2,187 | 0.00% | 100 | Shares | Sole | 2026-05-01 | ||||
| Micro MJT & Associates Financial Advisory Group, Inc. | $2,055 | 0.00% | 94 | Shares | Sole | 2026-04-02 | ||||
| Micro West Financial Advisors, LLC | $1,224 | 0.00% | 56 | Shares | Sole | 2026-04-08 | ||||
| Mid Larson Financial Group LLC | $1,071 | 0.00% | 49 | Shares | Sole | 2026-05-15 | ||||
| Micro Hurley Capital, LLC | $328 | 0.00% | 15 | Shares | Sole | 2026-05-06 | ||||
| No holders match your search. | ||||||||||