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 71 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	Lido Advisors, LLC CIK 1650150 · View history	$4.83M 197,873 shares	0.02%	+11.62K(+6.20%)Added	SEC filing ↗ Nov 14, 2025	▾
02	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$4.39M 180,063 shares	0.16%	-28.55K(-13.70%)Reduced	SEC filing ↗ Oct 22, 2025	▾
03	Private Advisor Group, LLC CIK 1567755 · View history	$3.86M 158,286 shares	0.02%	+7.01K(+4.60%)Added	SEC filing ↗ Nov 13, 2025	▾
04	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$2.82M 115,641 shares	0.05%	+10.36K(+9.80%)Added	SEC filing ↗ Aug 26, 2026	▾
05	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.81M 115,035 shares	0.00%	-60.80K(-34.60%)Reduced	SEC filing ↗ Nov 14, 2025	▾
06	LPL Financial LLC CIK 1403438 · View history	$2.65M 108,729 shares	0.00%	+12.04K(+12.50%)Added	SEC filing ↗ Nov 12, 2025	▾
07	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$2.45M 100,647 shares	0.00%	-131.15K(-56.60%)Reduced	SEC filing ↗ Nov 14, 2025	▾
08	BlackRock, Inc. CIK 2012383 · View history	$2.41M 98,866 shares	0.00%	+29.27K(+42.10%)Added	SEC filing ↗ Nov 12, 2025	▾
09	Legal & General Group Plc CIK 764068 · View history	$2.28M 93,529 shares	0.00%	-1.42K(-1.50%)Reduced	SEC filing ↗ Nov 13, 2025	▾
10	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$2.05M 84,099 shares	0.00%	-16.82K(-16.70%)Reduced	SEC filing ↗ Nov 13, 2025	▾
11	MORGAN STANLEY CIK 895421 · Amended · View history	$1.88M 77,033 shares	0.00%	-880(-1.10%)Reduced	SEC filing ↗ May 27, 2026	▾
12	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$1.75M 71,549 shares	0.00%	+4.65K(+7.00%)Added	SEC filing ↗ Nov 14, 2025	▾
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 1818604 · View history	$1.32M 52,610 shares	0.11%	0(0.00%)Unchanged	SEC filing ↗ Oct 31, 2025	▾
14	Ethos Financial Group, LLC CIK 1954242 · View history	$1.31M 53,833 shares	0.10%	+5.24K(+10.80%)Added	SEC filing ↗ Oct 23, 2025	▾
15	Trexquant Investment LP CIK 1633445 · View history	$1.26M 51,762 shares	0.01%	+8.51K(+19.70%)Added	SEC filing ↗ Nov 14, 2025	▾
16	BI Asset Management Fondsmaeglerselskab A/S CIK 1778131 · View history	$1.23M 50,232 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2025	▾
17	Palogic Value Management, L.P. CIK 1532943 · View history	$1.14M 46,680 shares	0.48%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2025	▾
18	Wealthcare Advisory Partners LLC CIK 1683059 · View history	$1.09M 44,680 shares	0.02%	+4.75K(+11.90%)Added	SEC filing ↗ Nov 7, 2025	▾
19	Next Level Private LLC CIK 1910366 · View history	$1.06M 43,527 shares	0.31%	+4.37K(+11.20%)Added	SEC filing ↗ Oct 23, 2025	▾
20	Redhawk Wealth Advisors, Inc. CIK 1535811 · View history	$984.29K 40,356 shares	0.11%	+6.26K(+18.40%)Added	SEC filing ↗ Oct 9, 2025	▾

Showing 20 / 71 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,256,763

Not deduplicated across managers

Disclosed value

$55.07M

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 2025

Explore all 71 reporting institutions.

This page includes 20 of 71 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.