Company · Ownership research

SARATOGA INVESTMENT CORP. SAR

CIK 0001377936 · CUSIP 80349A208

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 80349A208 (SAR), not CUSIP 80349A908 (SAR), and does not merge CUSIPs.

This page lists the top 20 of 62 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$3.57M 153,942 shares	0.01%	-81.11K(-34.50%)Reduced	SEC filing ↗ May 15, 2024	▾
02	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.54M 152,700 shares	0.01%	-60.20K(-28.30%)Reduced	SEC filing ↗ May 15, 2024	▾
03	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$2.93M 126,165 shares	0.06%	+6.84K(+5.70%)Added	SEC filing ↗ Aug 26, 2026	▾
04	Private Advisor Group, LLC CIK 1567755 · View history	$2.93M 126,133 shares	0.02%	+15.78K(+14.30%)Added	SEC filing ↗ Apr 30, 2024	▾
05	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$2.91M 125,373 shares	0.16%	+2.15K(+1.70%)Added	SEC filing ↗ Apr 17, 2024	▾
06	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.47M 106,301 shares	0.00%	-116.97K(-52.40%)Reduced	SEC filing ↗ May 15, 2024	▾
07	Legal & General Group Plc CIK 764068 · Amended · View history	$2.34M 100,844 shares	0.00%	+2.88K(+2.90%)Added	SEC filing ↗ May 29, 2025	▾
08	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$2.31M 99,396 shares	0.00%	+9.00K(+10.00%)Added	SEC filing ↗ May 10, 2024	▾
09	LPL Financial LLC CIK 1403438 · View history	$1.83M 78,835 shares	0.00%	+4.40K(+5.90%)Added	SEC filing ↗ May 10, 2024	▾
10	Lido Advisors, LLC CIK 1650150 · View history	$1.64M 70,617 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2024	▾
11	TMD Wealth Management, LLC CIK 1842820 · View history	$1.58M 68,227 shares	0.37%	+9.45K(+16.10%)Added	SEC filing ↗ May 14, 2024	▾
12	CITADEL ADVISORS LLC CIK 1423053 · View history	$1.53M 65,746 shares	0.00%	-128.62K(-66.20%)Reduced	SEC filing ↗ May 15, 2024	▾
13	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$1.37M 58,982 shares	0.00%	+11.52K(+24.30%)Added	SEC filing ↗ May 15, 2024	▾
14	Rockefeller Capital Management L.P. CIK 1739439 · View history	$1.32M 56,977 shares	0.00%	+56.98KNew	SEC filing ↗ May 14, 2024	▾
15	MORGAN STANLEY CIK 895421 · Amended · View history	$1.30M 55,976 shares	0.00%	+23.93K(+74.70%)Added	SEC filing ↗ Oct 17, 2024	▾
16	Palogic Value Management, L.P. CIK 1532943 · View history	$1.11M 47,680 shares	0.48%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2024	▾
17	Qube Research & Technologies Ltd CIK 1729829 · View history	$859.14K 37,032 shares	0.00%	+3.09K(+9.10%)Added	SEC filing ↗ May 14, 2024	▾
18	FRANKLIN RESOURCES INC CIK 38777 · View history	$835.73K 36,023 shares	0.00%	+36.02KNew	SEC filing ↗ May 13, 2024	▾
19	JB CAPITAL PARTNERS LP CIK 1138532 · View history	$785.25K 33,847 shares	0.15%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2024	▾
20	Next Level Private LLC CIK 1910366 · View history	$730.25K 31,476 shares	0.34%	0(0.00%)Unchanged	SEC filing ↗ Apr 15, 2024	▾

Showing 20 / 62 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,098,113

Not deduplicated across managers

Disclosed value

$48.70M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

SARATOGA INVESTMENT CORP. · Q1 2024

Explore all 62 reporting institutions.

This page includes 20 of 62 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 62 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"80349A208","quarter":"2024Q1","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.