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 68 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	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$7.14M 282,000 shares	0.02%	+136.90K(+94.30%)Added	SEC filing ↗ May 15, 2025	▾
02	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$5.97M 235,867 shares	0.01%	+107.49K(+83.70%)Added	SEC filing ↗ May 15, 2025	▾
03	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$4.89M 193,168 shares	0.22%	+48.35K(+33.40%)Added	SEC filing ↗ Apr 10, 2025	▾
04	Lido Advisors, LLC CIK 1650150 · View history	$3.30M 130,128 shares	0.02%	+35.15K(+37.00%)Added	SEC filing ↗ May 15, 2025	▾
05	Private Advisor Group, LLC CIK 1567755 · View history	$3.19M 125,792 shares	0.02%	+3.50K(+2.90%)Added	SEC filing ↗ May 5, 2025	▾
06	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$2.90M 114,511 shares	0.05%	+7.11K(+6.60%)Added	SEC filing ↗ Aug 26, 2026	▾
07	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$2.54M 100,265 shares	0.00%	-9.52K(-8.70%)Reduced	SEC filing ↗ May 13, 2025	▾
08	Legal & General Group Plc CIK 764068 · View history	$2.38M 93,930 shares	0.00%	+2.93K(+3.20%)Added	SEC filing ↗ May 15, 2025	▾
09	MORGAN STANLEY CIK 895421 · View history	$2.35M 92,653 shares	0.00%	-1.54K(-1.60%)Reduced	SEC filing ↗ May 15, 2025	▾
10	LPL Financial LLC CIK 1403438 · View history	$2.25M 88,665 shares	0.00%	+1.36K(+1.60%)Added	SEC filing ↗ May 7, 2025	▾
11	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$1.78M 70,447 shares	0.00%	-34.68K(-33.00%)Reduced	SEC filing ↗ May 15, 2025	▾
12	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$1.74M 68,540 shares	0.00%	+8.58K(+14.30%)Added	SEC filing ↗ May 14, 2025	▾
13	Trexquant Investment LP CIK 1633445 · View history	$1.70M 66,974 shares	0.02%	+2.96K(+4.60%)Added	SEC filing ↗ May 14, 2025	▾
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 1818604 · View history	$1.39M 54,886 shares	0.12%	-24.68K(-31.00%)Reduced	SEC filing ↗ Apr 23, 2025	▾
15	Qube Research & Technologies Ltd CIK 1729829 · View history	$1.34M 53,025 shares	0.00%	+9.17K(+20.90%)Added	SEC filing ↗ May 15, 2025	▾
16	BlackRock, Inc. CIK 2012383 · View history	$1.32M 51,916 shares	0.00%	-1.08K(-2.00%)Reduced	SEC filing ↗ May 2, 2025	▾
17	BI Asset Management Fondsmaeglerselskab A/S CIK 1778131 · View history	$1.27M 50,232 shares	0.01%	-8.83K(-14.90%)Reduced	SEC filing ↗ May 14, 2025	▾
18	Palogic Value Management, L.P. CIK 1532943 · Amended · View history	$1.18M 46,680 shares	0.52%	0(0.00%)Unchanged	SEC filing ↗ May 19, 2025	▾
19	Ethos Financial Group, LLC CIK 1954242 · View history	$1.15M 45,507 shares	0.11%	+45.51KNew	SEC filing ↗ May 13, 2025	▾
20	Virtus Investment Advisers, LLC CIK 19481 · View history	$1.09M 43,188 shares	0.30%	+43.19KNew	SEC filing ↗ May 15, 2025	▾

Showing 20 / 68 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,524,730

Not deduplicated across managers

Disclosed value

$63.93M

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 2025

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This page includes 20 of 68 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.