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 |
| Lido Advisors, LLC | 31 Mar, 2026 | 199,138 | 1,265 | 0.64% | $4,855,300.00 |
| Private Advisor Group, LLC | 31 Mar, 2026 | 165,139 | 1,780 | 1.09% | $3,611,597.00 |
| Private Advisor Group, LLC | 31 Mar, 2026 | 163,359 | 5,073 | 3.20% | $3,768,697.00 |
| Closed-End Fund Advisors, Inc. | 31 Mar, 2026 | 159,499 | 159,499 | 0.00% | $3,679,642.00 |
| Hennion & Walsh Asset Management, Inc. | 31 Mar, 2026 | 141,470 | -38,593 | -21.43% | $3,263,713.00 |
| 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 |
| Legal & General Group Plc | 31 Mar, 2026 | 117,294 | 23,765 | 25.41% | $2,705,973.00 |
| LPL Financial LLC | 31 Mar, 2026 | 113,995 | 268 | 0.24% | $2,493,072.00 |
| LPL Financial LLC | 31 Mar, 2026 | 113,727 | 4,998 | 4.60% | $2,623,680.00 |
| Advisors Asset Management, Inc. | 31 Mar, 2026 | 106,625 | 106,625 | 0.00% | $2,331,889.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 95,197 | -3,669 | -3.71% | $2,196,195.00 |
| Wells Fargo & Company/Mn | 31 Mar, 2026 | 85,267 | 2,437 | 2.94% | $1,864,773.00 |
| Wells Fargo & Company/Mn | 31 Mar, 2026 | 82,830 | -1,269 | -1.51% | $1,910,883.00 |
| 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 | 67,507 | -47,528 | -41.32% | $1,557,386.00 |
| Ameriprise Financial Inc | 31 Mar, 2026 | 65,592 | -5,957 | -8.33% | $1,513,863.00 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 31 Mar, 2026 | 61,809 | 9,199 | 17.49% | $1,425,934.00 |
| TWO SIGMA INVESTMENTS, LP | 31 Mar, 2026 | 54,746 | -12,761 | -18.90% | $1,197,295.00 |