Saratoga Investment Corp. (NYSE:SAR) showed up in the 13F filings of 73 institutional investors as of December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 31 Mar, 2026 | 199,138 | 0 | 0.00% | $4,355,144.00 |
| Private Advisor Group, LLC | 31 Mar, 2026 | 165,139 | 1,780 | 1.09% | $3,611,597.00 |
| Hennion & Walsh Asset Management, Inc. | 31 Mar, 2026 | 137,675 | -3,795 | -2.68% | $3,010,952.00 |
| Legal & General Group Plc | 31 Mar, 2026 | 122,941 | 5,647 | 4.81% | $2,688,720.00 |
| LPL Financial LLC | 31 Mar, 2026 | 113,995 | 268 | 0.24% | $2,493,072.00 |
| Advisors Asset Management, Inc. | 31 Mar, 2026 | 106,625 | 106,625 | 0.00% | $2,331,889.00 |
| Wells Fargo & Company/Mn | 31 Mar, 2026 | 85,267 | 2,437 | 2.94% | $1,864,773.00 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 31 Mar, 2026 | 82,407 | 20,598 | 33.33% | $1,761,865.00 |
| TWO SIGMA INVESTMENTS, LP | 31 Mar, 2026 | 54,746 | -12,761 | -18.90% | $1,197,295.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 54,596 | -40,601 | -42.65% | $1,194,015.00 |
| Ethos Financial Group, LLC | 31 Mar, 2026 | 52,846 | 0 | 0.00% | $1,219,157.00 |
| Wealthcare Advisory Partners LLC | 31 Mar, 2026 | 50,573 | 1,102 | 2.23% | $1,106,041.00 |
| Raymond James Financial Inc | 31 Mar, 2026 | 48,454 | 22,788 | 88.79% | $1,059,686.00 |
| Palogic Value Management, L.P. | 31 Mar, 2026 | 46,680 | 0 | 0.00% | $1,020,892.00 |
| Next Level Private LLC | 31 Mar, 2026 | 43,527 | 0 | 0.00% | $951,935.00 |
| JB CAPITAL PARTNERS LP | 31 Mar, 2026 | 33,847 | 0 | 0.00% | $760,881.00 |
| Morgan Stanley | 31 Mar, 2026 | 28,286 | -2,052 | -6.76% | $618,615.00 |
| Focus Partners Wealth | 31 Mar, 2026 | 27,709 | 2,109 | 8.24% | $606,009.00 |
| UBS Group AG | 31 Mar, 2026 | 27,280 | 14,256 | 109.46% | $596,613.00 |
| BI Asset Management Fondsmaeglerselskab A/S | 31 Mar, 2026 | 27,027 | 0 | 0.00% | $591.00 |