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SAR · Saratoga Investment Corp. · Holdings

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$14.91 -0.90 (-5.69%) At close · Oct 7
Rebalance outlook locked
Market Cap
$279.07M
Shares
15.56M
Volume · Oct 7 518.79K Avg daily vol (3M) 169.63K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 60
Total Value: $44,174,625
Total Shares: 1,980,280

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 60 13F filers
Top Holder
9.2%
Sep 2023 → Jun 2026 · range 6.4% – 12.3%
of institutional value
Top 5
36.3%
Sep 2023 → Jun 2026 · range 28.7% – 39.5%
of institutional value
Top 10
58.5%
Sep 2023 → Jun 2026 · range 50.4% – 59.2%
of institutional value
HHI
448
Sep 2023 → Jun 2026 · range 362 – 466
Broadly held
Showing 63 of 63
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Lido Advisors, LLC $4,049,666 9.17% 181,518
Private Advisor Group, LLC $3,272,453 7.41% 146,681
Legal & General Group Plc $3,150,818 7.13% 141,229
Hennion & Walsh Asset Management, Inc. $2,834,262 6.42% 127,040
Advisors Asset Management, Inc. $2,713,676 6.14% 121,635
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $2,588,227 5.86% 116,012
LPL Financial LLC $2,496,689 5.65% 111,909
WELLS FARGO & COMPANY/MN $1,898,111 4.30% 85,079
Ethos Financial Group, LLC $1,261,251 2.86% 56,533
Janney Montgomery Scott LLC $1,252,862 2.84% 56,157
BlackRock, Inc. $1,188,252 2.69% 53,261
CITADEL ADVISORS LLC $1,126,811 2.55% 50,507
RAYMOND JAMES FINANCIAL INC $1,096,379 2.48% 49,143
Wealthcare Advisory Partners LLC $1,096,335 2.48% 49,141
Palogic Value Management, L.P. $1,041,430 2.36% 46,680
Next Level Private LLC $971,087 2.20% 43,527
MORGAN STANLEY $930,616 2.11% 41,713
SUSQUEHANNA INTERNATIONAL GROUP, LLP $892,400 2.02% 40,000
JB CAPITAL PARTNERS LP $755,126 1.71% 33,847
Focus Partners Wealth $701,448 1.59% 31,441
JANE STREET GROUP, LLC $649,221 1.47% 29,100
Focus Financial Network, Inc. $562,613 1.27% 25,218
XTX Topco Ltd $556,389 1.26% 24,939
Cambridge Investment Research Advisors, Inc. $517,569 1.17% 23,199
Cetera Investment Advisers $513,152 1.16% 23,001
OSAIC HOLDINGS, INC. $507,484 1.15% 22,747
GREENWOOD GEARHART LLC $479,665 1.09% 21,500
Virtus Investment Advisers, LLC $463,088 1.05% 20,757
CITADEL ADVISORS LLC $432,814 0.98% 19,400
ROYAL BANK OF CANADA $429,199 0.97% 19,238
TWO SIGMA INVESTMENTS, LP $388,617 0.88% 17,419
SUSQUEHANNA INTERNATIONAL GROUP, LLP $341,343 0.77% 15,300
D.A. DAVIDSON & CO. $332,307 0.75% 14,895
AMERIPRISE FINANCIAL INC $329,786 0.75% 14,782
COMMONWEALTH EQUITY SERVICES, LLC $248,131 0.56% 11,122
DAVIDSON TRUST CO $245,410 0.56% 11,000
WEDBUSH SECURITIES INC $227,562 0.52% 10,200
JANE STREET GROUP, LLC $225,331 0.51% 10,100
Steward Partners Investment Advisory, LLC $219,775 0.50% 9,851
VestGen Advisors, LLC $216,830 0.49% 9,719
BANK OF AMERICA CORP /DE/ $213,729 0.48% 9,580
JPMORGAN CHASE & CO $154,585 0.35% 6,929
UBS Group AG $148,695 0.34% 6,665
Register Financial Advisors LLC $134,462 0.30% 6,027
BI Asset Management Fondsmaeglerselskab A/S $111,193 0.25% 4,984
Triumph Capital Management $65,814 0.15% 2,950
Aquatic Capital Management LLC $22,622 0.05% 1,014
IFP Advisors, Inc $22,310 0.05% 1,000
IFG Advisory, LLC $22,310 0.05% 1,000
BNP PARIBAS ARBITRAGE, SA $18,048 0.04% 809
EVOLUTION WEALTH MANAGEMENT INC. $15,639 0.04% 701
State of Alaska, Department of Revenue $14,055 0.03% 630
PFS Partners, LLC $11,221 0.03% 503
Russell Investments Group, Ltd. $6,358 0.01% 285
NewEdge Advisors, LLC $2,231 0.01% 100
Strategic Investment Solutions, Inc. /IL $2,231 0.01% 100
MJT & Associates Financial Advisory Group, Inc. $1,566 0.00% 94
West Financial Advisors, LLC $1,271 0.00% 57
Larson Financial Group LLC $1,093 0.00% 49
Quarry LP $446 0.00% 20
Hurley Capital, LLC $334 0.00% 15
Frazier Financial Advisors, LLC $223 0.00% 10
Avion Wealth $4 0.00% 218
Key facts CIK 1377936 CUSIP 80349A208 13F (30d) 2 filings 2 filers Visit website Investor relations