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 59 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

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	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 1818604 · View history	$4.84M 112,238 shares	0.01%	+107.50K(+2,268.40%)Added	SEC filing ↗ Oct 22, 2024	▾
02	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.41M 147,000 shares	0.01%	-13.60K(-8.50%)Reduced	SEC filing ↗ Nov 14, 2024	▾
03	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$3.20M 138,185 shares	0.15%	+17.38K(+14.40%)Added	SEC filing ↗ Oct 22, 2024	▾
04	Private Advisor Group, LLC CIK 1567755 · View history	$3.01M 129,621 shares	0.02%	+71(+0.10%)Added	SEC filing ↗ Oct 22, 2024	▾
05	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.87M 123,620 shares	0.00%	+12.02K(+10.80%)Added	SEC filing ↗ Nov 14, 2024	▾
06	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.80M 120,823 shares	0.01%	-9.50K(-7.30%)Reduced	SEC filing ↗ Nov 14, 2024	▾
07	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$2.61M 112,373 shares	0.05%	-2.66K(-2.30%)Reduced	SEC filing ↗ Aug 21, 2026	▾
08	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$2.47M 106,492 shares	0.00%	+7.20K(+7.30%)Added	SEC filing ↗ Nov 13, 2024	▾
09	Legal & General Group Plc CIK 764068 · Amended · View history	$2.37M 102,224 shares	0.00%	-9.24K(-8.30%)Reduced	SEC filing ↗ Feb 28, 2025	▾
10	LPL Financial LLC CIK 1403438 · View history	$2.15M 92,767 shares	0.00%	+3.66K(+4.10%)Added	SEC filing ↗ Nov 8, 2024	▾
11	MORGAN STANLEY CIK 895421 · Amended · View history	$1.97M 84,935 shares	0.00%	-12.81K(-13.10%)Reduced	SEC filing ↗ May 14, 2025	▾
12	Lido Advisors, LLC CIK 1650150 · View history	$1.67M 71,892 shares	0.01%	+1.27K(+1.80%)Added	SEC filing ↗ Nov 14, 2024	▾
13	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$1.50M 64,738 shares	0.00%	+2.66K(+4.30%)Added	SEC filing ↗ Nov 14, 2024	▾
14	Kovitz Investment Group Partners, LLC CIK 1665198 · View history	$1.45M 62,545 shares	0.01%	+62.55KNew	SEC filing ↗ Nov 15, 2024	▾
15	BI Asset Management Fondsmaeglerselskab A/S CIK 1778131 · View history	$1.31M 56,365 shares	0.02%	+7.67K(+15.70%)Added	SEC filing ↗ Nov 13, 2024	▾
16	Palogic Value Management, L.P. CIK 1532943 · Amended · View history	$1.08M 46,680 shares	0.43%	-1.00K(-2.10%)Reduced	SEC filing ↗ Mar 12, 2025	▾
17	Qube Research & Technologies Ltd CIK 1729829 · View history	$1.08M 46,360 shares	0.00%	+253(+0.50%)Added	SEC filing ↗ Nov 14, 2024	▾
18	Next Level Private LLC CIK 1910366 · View history	$907.98K 39,154 shares	0.37%	+6.62K(+20.30%)Added	SEC filing ↗ Oct 10, 2024	▾
19	BlackRock, Inc. CIK 2012383 · View history	$905.01K 39,026 shares	0.00%	—	SEC filing ↗ Nov 13, 2024	▾
20	VIRTUS ADVISERS, LLC CIK 1587281 · View history	$800.43K 34,516 shares	0.37%	-7.34K(-17.50%)Reduced	SEC filing ↗ Nov 14, 2024	▾

Showing 20 / 59 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,118,788

Not deduplicated across managers

Disclosed value

$51.37M

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. · Q3 2024

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This page includes 20 of 59 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.

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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.