Saratoga InvestmentSAR
13F holders, Q2 2026 (June 30)58holders −5
4new positions
8sold out
1famous investor
$22.32avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Saratoga Investment Corp. (SAR) in their 13F filings, down 5 from Q1 2026. 4 opened new positions and 8 sold out. The largest holders were Lido Advisors, LLC ($4.0M), Private Advisor Group, LLC ($3.3M) and Legal & General Group Plc ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Saratoga Investment Corp.
- CUSIP
- 80349A208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $25K |
| Exits | 8 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 191,022 shares bought and 237,101 shares sold, net −46,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Lido Advisors, LLC | 0.01% | Reduce -8.8% | 181,518 | $4.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.2% | 146,681 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +14.9% | 141,229 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -7.7% | 127,040 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +14.1% | 121,635 | $2.7M |
| International Assets Investment Management, LLC | 0.16% | Add +40.8% | 116,012 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 111,909 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 85,079 | $1.9M |
| Ethos Financial Group, LLC | 0.08% | Add +7.0% | 56,533 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +447.6% | 56,157 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 53,261 | $1.2M |
| Citadel Advisors | 0.00% | Add +116.7% | 50,507 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 49,143 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.8% | 49,141 | $1.1M |
| Palogic Value Management, L.P. | 0.37% | No change | 46,680 | $1.0M |
| Next Level Private LLC | 0.19% | No change | 43,527 | $971K |
| Morgan Stanley | 0.00% | Add +47.5% | 41,713 | $931K |
| JB Capital Partners LP | 0.11% | No change | 33,847 | $737K |
| Focus Partners Wealth | 0.00% | Add +13.5% | 31,441 | $701K |
| Focus Financial Network, Inc. | 0.02% | Add +19.1% | 25,218 | $563K |
| XTX Topco Ltd | 0.01% | Add +147.4% | 24,939 | $556K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 23,199 | $518K |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 23,001 | $513K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 22,747 | $507K |
| Greenwood Gearhart LLC | 0.02% | Add +20.8% | 21,500 | $480K |
| Virtus Investment Advisers, LLC | 0.11% | Reduce -19.4% | 20,757 | $463K |
| Royal Bank of Canada | 0.00% | Add +7.2% | 19,238 | $429K |
| Two Sigma Investments, LP | 0.00% | Reduce -68.2% | 17,419 | $389K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.6% | 14,895 | $332K |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.5% | 14,782 | $330K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.3% | 11,122 | $248K |
| Davidson Trust Co. | 0.10% | No change | 11,000 | $245K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.7% | 10,200 | $228K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.8% | 9,851 | $220K |
| VestGen Advisors, LLC | 0.01% | Reduce -49.5% | 9,719 | $217K |
| Bank of America Corp. | 0.00% | Reduce -61.7% | 9,580 | $214K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 6,929 | $154K |
| UBS Group AG | 0.00% | Reduce -75.6% | 6,665 | $149K |
| Register Financial Advisors LLC | 0.04% | Add +0.4% | 6,027 | $134K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -81.6% | 4,984 | $111K |
| Triumph Capital Management | 0.01% | Add +66.2% | 2,950 | $66K |
| Aquatic Capital Management LLC | 0.00% | Reduce -82.3% | 1,014 | $23K |
| IFG Advisory, LLC | 0.00% | New | 1,000 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $22K |
| BNP Paribas Financial Markets | 0.00% | Add +18.3% | 809 | $18K |
| Evolution Wealth Management Inc. | 0.01% | No change | 701 | $16K |
| State of Alaska, Department of Revenue | 0.00% | No change | 630 | $14K |
| PFS Partners, LLC | 0.00% | No change | 503 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.1% | 285 | $6K |
| Avion Wealth | 0.00% | Add +3.3% | 218 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 100 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 94 | $2K |
| West Financial Advisors, LLC | 0.00% | Add +1.8% | 57 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 49 | $1K |
| Quarry LP | 0.00% | New | 20 | $446 |
| Hurley Capital, LLC | 0.00% | No change | 15 | $344 |
| Frazier Financial Advisors, LLC | 0.00% | New | 10 | $224 |
"% of holder's portfolio" is SAR's weight in each manager's 13F, not the share of Saratoga Investment Corp. the manager owns.