Recent 13F filings as of December 2025 show that 69 institutional investors hold a position in Saratoga Investment Corp. (NYSE:SAR).
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| 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 |
| Focus Partners Wealth | 31 Dec, 2025 | 25,600 | 25,600 | 0.00% | $590,602.00 |