Saratoga InvestmentSAR
13F holders, Q4 2025 (December 31)71holders
9new positions
10sold out
1famous investor
$23.20avg. 13F price*
At the end of Q4 2025, 71 institutions reported holding Saratoga Investment Corp. (SAR) in their 13F filings, unchanged from Q3 2025. 9 opened new positions and 10 sold out. The largest holders were Lido Advisors, LLC ($4.9M), Private Advisor Group, LLC ($3.8M) and Closed-End Fund Advisors, Inc. ($3.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 10 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 154,121 shares bought and 483,316 shares sold, net −329,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Lido Advisors, LLC | 0.02% | Add +0.6% | 199,138 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +3.2% | 163,359 | $3.8M |
| Closed-End Fund Advisors, Inc. | 2.17% | — | 159,499 | $3.7M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Reduce -21.4% | 141,470 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +25.4% | 117,294 | $2.7M |
| LPL Financial LLC | 0.00% | Add +4.6% | 113,727 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -12.3% | 101,383 | $2.3M |
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 95,197 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 82,830 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -41.3% | 67,507 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 65,592 | $1.5M |
| International Assets Investment Management, LLC | 0.10% | Add +17.5% | 61,809 | $1.4M |
| Ethos Financial Group, LLC | 0.09% | Reduce -1.8% | 52,846 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +10.7% | 49,471 | $1.1M |
| Palogic Value Management, L.P. | 0.47% | No change | 46,680 | $1.1M |
| Next Level Private LLC | 0.26% | No change | 43,527 | $1.0M |
| JB Capital Partners LP | 0.13% | No change | 33,847 | $781K |
| Virtus Investment Advisers, LLC | 0.20% | Reduce -10.0% | 32,641 | $753K |
| Morgan Stanley | 0.00% | Reduce -60.6% | 30,338 | $700K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -46.2% | 27,027 | $624K |
| Raymond James Financial Inc. | 0.00% | Add +11.2% | 25,666 | $592K |
| Focus Partners Wealth | 0.00% | New | 25,600 | $591K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 21,825 | $503K |
| PFG Advisors | 0.02% | Reduce -1.0% | 21,697 | $501K |
| Focus Financial Network, Inc. | 0.02% | Add +24.3% | 19,455 | $449K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 18,950 | $437K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.0% | 18,637 | $430K |
| Citadel Advisors | 0.00% | New | 18,460 | $426K |
| Osaic Holdings, Inc. | 0.00% | Add +178.2% | 18,403 | $425K |
| D.A. Davidson & Co. | 0.00% | Reduce -42.1% | 18,194 | $420K |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 17,393 | $401K |
| Trexquant Investment LP | 0.00% | Reduce -67.5% | 16,827 | $388K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.6% | 13,726 | $317K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 13,214 | $305K |
| UBS Group AG | 0.00% | Add +1256.7% | 13,024 | $300K |
| Susquehanna International Group, LLP | 0.00% | Add +24.4% | 12,875 | $297K |
| Aquatic Capital Management LLC | 0.01% | Reduce -4.9% | 12,101 | $279K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -35.4% | 11,419 | $263K |
| Davidson Trust Co. | 0.11% | No change | 11,000 | $254K |
| Two Sigma Advisers, LP | 0.00% | Reduce -89.1% | 11,000 | $254K |
| Wedbush Securities Inc. | 0.01% | No change | 10,700 | $247K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 10,213 | $236K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 7,021 | $162K |
| Register Financial Advisors LLC | 0.05% | Add +0.5% | 5,980 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +100.9% | 5,973 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +610.1% | 5,212 | $120K |
| Simplex Trading, LLC | 0.00% | Add +50.7% | 4,264 | $98K |
| Daytona Street Capital LLC | 0.04% | — | 1,999 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,987 | $46K |
| Bank of America Corp. | 0.00% | Add +52.6% | 1,068 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $23K |
| Evolution Wealth Management Inc. | 0.01% | Add +7.7% | 701 | $16K |
| BNP Paribas Financial Markets | 0.00% | Reduce -32.0% | 684 | $16K |
| State of Alaska, Department of Revenue | 0.00% | No change | 630 | $14K |
| PFS Partners, LLC | 0.01% | No change | 503 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 500 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +200.0% | 480 | $11K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 443 | $10K |
| Eastern Bank | 0.00% | No change | 400 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 261 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | New | 241 | $6K |
| Triumph Capital Management | 0.00% | New | 225 | $5K |
| Avion Wealth | 0.00% | New | 204 | $4K |
| MAI Capital Management | 0.00% | No change | 125 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 94 | $2K |
| West Financial Advisors, LLC | 0.00% | Add +3.9% | 54 | $1K |
| Larson Financial Group LLC | 0.00% | New | 49 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 20 | $461 |
| Hurley Capital, LLC | 0.00% | No change | 14 | $333 |
"% of holder's portfolio" is SAR's weight in each manager's 13F, not the share of Saratoga Investment Corp. the manager owns.