SAR

Saratoga Investment Corp.
$22.57-0.23 (-0.99%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.9913814147014147e+212B

Total Value

$4.000326332633e+128T

% of Float

1.4184039485342736e+216%

Price History

$21.46$22.61$23.77$24.92$26.07Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Lido Advisors, LLC199,138$4.0M0.01%Share
2Hennion & Walsh Asset Management, Inc.141,470$3.3M0.11%Share
3Closed-End Fund Advisors, Inc.141,470$3.3M1.93%Share
4Private Advisor Group, LLC163,359$3.0M0.01%Share
5Karpus Management, Inc.83,275$2.1M0.43%Share
6Advisors Asset Management, Inc.101,383$2.0M0.03%Share
7BlackRock, Inc.95,197$2.0M0.00%Share
8LPL Financial LLC113,727$2.0M0.00%Share
9Legal & General Group Plc117,294$2.0M0.00%Share
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC61,809$1.4M0.10%Share
11Ethos Financial Group, LLC52,846$1.2M0.09%Share
12Wealthcare Advisory Partners LLC49,471$1.1M0.02%Share
13Palogic Value Management, L.P.46,680$1.1M0.45%Share
14Next Level Private LLC43,527$1.0M0.26%Share
15TWO SIGMA INVESTMENTS, LP67,507$1.0M0.00%Share
16WELLS FARGO & COMPANY/MN82,580$1.0M0.00%Share
17AMERIPRISE FINANCIAL INC65,592$1.0M0.00%Share
18JB CAPITAL PARTNERS LP33,847$780K0.13%Share
19Virtus Investment Advisers, LLC32,641$753K0.20%Share
20PFG Advisors21,697$500K0.02%Share
21L & S Advisors Inc500,000$497K0.05%Share
22Focus Financial Network, Inc.19,455$448K0.02%Share
23D.A. DAVIDSON & CO.18,194$419K0.00%Share
24Closed-End Fund Advisors, Inc.18,029$415K0.25%Share
25Trexquant Investment LP16,827$388K0.00%Share
26Sunbelt Securities, Inc.13,726$316K0.02%Share
27Dynamic Technology Lab Private Ltd13,214$305K0.07%Share
28DAVIDSON TRUST CO11,000$253K0.11%Share
29UBS Group AG7,020$161K0.00%Share
30HARBOUR INVESTMENTS, INC.5,973$137K0.00%Share
31Register Financial Advisors LLC5,980$137K0.05%Share
32UBS Group AG5,300$122K0.00%Share
33Daytona Street Capital LLC1,999$50K0.04%Share
34BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$46K0.00%Share
35UBS Group AG704$16K0.00%Share
36EVOLUTION WEALTH MANAGEMENT INC.701$16K0.01%Share
37State of Alaska, Department of Revenue630$14K0.00%Share
38PFS Partners, LLC503$11K0.01%Share
39FLAGSHIP HARBOR ADVISORS, LLC443$10K0.00%Share
40EASTERN BANK400$9K0.00%Share
41Harbor Asset Planning, Inc.261$6K0.01%Share
42Triumph Capital Management225$5K0.00%Share
43Laurel Wealth Advisors LLC241$5K0.00%Share
44Avion Wealth204$4K0.00%Share
45MJT & Associates Financial Advisory Group, Inc.94$2K0.00%Share
46West Financial Advisors, LLC54$1K0.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP26,700$00.00%Call
48Brevan Howard Capital Management LP11,419$00.00%Share
49BANK OF AMERICA CORP /DE/368$00.00%Share
50BANK OF AMERICA CORP /DE/700$00.00%Share