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 58 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	$4.05M 181,518 shares	0.01%	-17.62K(-8.80%)Reduced	SEC filing ↗ Aug 7, 2026	▾
02	Private Advisor Group, LLC CIK 1567755 · View history	$3.27M 146,681 shares	0.01%	-18.46K(-11.20%)Reduced	SEC filing ↗ Jul 27, 2026	▾
03	Legal & General Group Plc CIK 764068 · View history	$3.16M 141,229 shares	0.00%	+18.29K(+14.90%)Added	SEC filing ↗ Aug 14, 2026	▾
04	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$2.83M 127,040 shares	0.08%	-10.63K(-7.70%)Reduced	SEC filing ↗ Jul 8, 2026	▾
05	Advisors Asset Management, Inc. CIK 1297376 · View history	$2.71M 121,635 shares	0.04%	+15.01K(+14.10%)Added	SEC filing ↗ Aug 14, 2026	▾
06	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 1818604 · View history	$2.61M 116,012 shares	0.16%	+33.60K(+40.80%)Added	SEC filing ↗ Jul 22, 2026	▾
07	LPL Financial LLC CIK 1403438 · View history	$2.50M 111,909 shares	0.00%	-2.09K(-1.80%)Reduced	SEC filing ↗ Aug 7, 2026	▾
08	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$1.90M 85,079 shares	0.00%	-188(-0.20%)Reduced	SEC filing ↗ Aug 14, 2026	▾
09	Ethos Financial Group, LLC CIK 1954242 · View history	$1.26M 56,533 shares	0.08%	+3.69K(+7.00%)Added	SEC filing ↗ Aug 7, 2026	▾
10	Janney Montgomery Scott LLC CIK 1329948 · View history	$1.25M 56,157 shares	0.00%	+45.90K(+447.60%)Added	SEC filing ↗ Aug 5, 2026	▾
11	BlackRock, Inc. CIK 2012383 · View history	$1.19M 53,261 shares	0.00%	-1.33K(-2.40%)Reduced	SEC filing ↗ Aug 7, 2026	▾
12	CITADEL ADVISORS LLC CIK 1423053 · Amended · View history	$1.13M 50,507 shares	0.00%	+27.20K(+116.70%)Added	SEC filing ↗ Sep 2, 2026	▾
13	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$1.10M 49,143 shares	0.00%	+689(+1.40%)Added	SEC filing ↗ Aug 14, 2026	▾
14	Wealthcare Advisory Partners LLC CIK 1683059 · View history	$1.10M 49,141 shares	0.02%	-1.43K(-2.80%)Reduced	SEC filing ↗ Jul 9, 2026	▾
15	Palogic Value Management, L.P. CIK 1532943 · Amended · View history	$1.04M 46,680 shares	0.37%	0(0.00%)Unchanged	SEC filing ↗ Sep 9, 2026	▾
16	Next Level Private LLC CIK 1910366 · View history	$971.09K 43,527 shares	0.19%	0(0.00%)Unchanged	SEC filing ↗ Jul 9, 2026	▾
17	MORGAN STANLEY CIK 895421 · View history	$930.62K 41,713 shares	0.00%	+13.43K(+47.50%)Added	SEC filing ↗ Aug 13, 2026	▾
18	JB CAPITAL PARTNERS LP CIK 1138532 · View history	$737.19K 33,847 shares	0.11%	0(0.00%)Unchanged	SEC filing ↗ Aug 11, 2026	▾
19	Focus Partners Wealth CIK 1542153 · View history	$701.45K 31,441 shares	0.00%	+3.73K(+13.50%)Added	SEC filing ↗ Aug 12, 2026	▾
20	Focus Financial Network, Inc. CIK 2010942 · View history	$562.62K 25,218 shares	0.02%	+4.04K(+19.10%)Added	SEC filing ↗ Jul 9, 2026	▾

Showing 20 / 58 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,866,380

Not deduplicated across managers

Disclosed value

$41.65M

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. · Q2 2026

Explore all 58 reporting institutions.

This page includes 20 of 58 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.