Saratoga Investment Corp. (SAR) Institutional Ownership

Institutions by Trading Activity

16,108,862Shares Outstanding

3,002,930Shares held by institutions

$69,067,390Value of institutional holdings

18.64%Institutional ownership %

48.95%Shares Changed QoQ

73No. of institutional investors

Saratoga Investment Corp. (NYSE:SAR) is held by 73 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 18.6% of outstanding shares in December 2025, up from 14.4% in September 2025.
They increased total shares held in Saratoga Investment by 48.95% from last quarter, and the number of investors in SAR increased 8.96% annually.
Of these 73 holders, 32 added to their stakes in Saratoga Investment, 24 trimmed positions, and 17 made no changes.
Combined, these investors held 3.0Mn shares in SAR for December 2025, up by 986.9K shares quarter on quarter, and up 411.46K shares year over year.
As of December 31, 2025, the biggest holder of Saratoga Investment is MJT & Associates Financial Advisory Group, Inc. at 94 shares, representing 0.0% of shares outstanding.
Top sellers of SAR stock for the quarter ending December 2025 included MJT & Associates Financial Advisory Group, Inc. (94).
Saratoga Investment's 1 largest shareholders as of December 2025 include MJT & Associates Financial Advisory Group, Inc. (94) per Business Quant data.

3,002,930 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Karpus Management, Inc.	31 Dec, 2025	1,014,297	1,014,297	0.00%	$25,113,994.00
Lido Advisors, LLC	31 Dec, 2025	199,138	1,265	0.64%	$4,855,300.00
Private Advisor Group, LLC	31 Dec, 2025	163,359	5,073	3.20%	$3,768,697.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	159,499	159,499	0.00%	$3,679,642.00
Hennion & Walsh Asset Management, Inc.	31 Dec, 2025	141,470	-38,593	-21.43%	$3,263,713.00
Legal & General Group Plc	31 Dec, 2025	117,294	23,765	25.41%	$2,705,973.00
LPL Financial LLC	31 Dec, 2025	113,727	4,998	4.60%	$2,623,680.00
BlackRock, Inc.	31 Dec, 2025	95,197	-3,669	-3.71%	$2,196,195.00
Wells Fargo & Company/Mn	31 Dec, 2025	82,830	-1,269	-1.51%	$1,910,883.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	67,507	-47,528	-41.32%	$1,557,386.00
Ameriprise Financial Inc	31 Dec, 2025	65,592	-5,957	-8.33%	$1,513,863.00
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	61,809	9,199	17.49%	$1,425,934.00
Ethos Financial Group, LLC	31 Dec, 2025	52,846	-987	-1.83%	$1,219,157.00
Wealthcare Advisory Partners LLC	31 Dec, 2025	49,471	4,791	10.72%	$1,141,297.00
Palogic Value Management, L.P.	31 Dec, 2025	46,680	0	0.00%	$1,076,908.00
Next Level Private LLC	31 Dec, 2025	43,527	0	0.00%	$1,004,168.00
JB CAPITAL PARTNERS LP	31 Dec, 2025	33,847	0	0.00%	$780,850.00
Virtus Investment Advisers, LLC	31 Dec, 2025	32,641	-3,644	-10.04%	$753,028.00
Morgan Stanley	31 Dec, 2025	30,338	-46,695	-60.62%	$699,904.00
BI Asset Management Fondsmaeglerselskab A/S	31 Dec, 2025	27,027	-23,205	-46.20%	$624.00

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