Saratoga InvestmentSAR
13F holders, Q1 2026 (March 31)63holders −8
8new positions
14sold out
1famous investor
$21.90avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Saratoga Investment Corp. (SAR) in their 13F filings, down 8 from Q4 2025. 8 opened new positions and 14 sold out. The largest holders were Lido Advisors, LLC ($4.4M), Private Advisor Group, LLC ($3.6M) and Hennion & Walsh Asset Management, Inc. ($3.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 14 | $5.3M |
All 13F filers, Q4 2025 → Q1 2026: 200,857 shares bought and 350,965 shares sold, net −150,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Lido Advisors, LLC | 0.02% | No change | 199,138 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +1.1% | 165,139 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -2.7% | 137,675 | $3.0M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 122,941 | $2.7M |
| LPL Financial LLC | 0.00% | Add +0.2% | 113,995 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +5.2% | 106,625 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 85,267 | $1.9M |
| International Assets Investment Management, LLC | 0.12% | Add +33.3% | 82,407 | $1.8M |
| Ethos Financial Group, LLC | 0.09% | No change | 52,846 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -18.9% | 54,746 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -42.6% | 54,596 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.2% | 50,573 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +88.8% | 48,454 | $1.1M |
| Palogic Value Management, L.P. | 0.45% | No change | 46,680 | $1.0M |
| Next Level Private LLC | 0.21% | No change | 43,527 | $952K |
| JB Capital Partners LP | 0.13% | No change | 33,847 | $761K |
| Morgan Stanley | 0.00% | Reduce -6.8% | 28,286 | $619K |
| Focus Partners Wealth | 0.00% | Add +8.2% | 27,709 | $606K |
| UBS Group AG | 0.00% | Add +109.5% | 27,280 | $597K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 27,027 | $591K |
| Virtus Investment Advisers, LLC | 0.16% | Reduce -21.1% | 25,752 | $563K |
| Bank of America Corp. | 0.00% | Add +2243.3% | 25,027 | $547K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.5% | 23,976 | $524K |
| Citadel Advisors | 0.00% | Add +26.2% | 23,303 | $510K |
| Osaic Holdings, Inc. | 0.00% | Add +23.3% | 22,694 | $496K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 22,301 | $488K |
| PFG Advisors | 0.02% | Add +0.0% | 21,704 | $475K |
| HRT Financial LP | 0.00% | New | 21,519 | $470K |
| Focus Financial Network, Inc. | 0.02% | Add +8.8% | 21,176 | $463K |
| VestGen Advisors, LLC | 0.01% | New | 19,250 | $426K |
| D.A. Davidson & Co. | 0.00% | Add +0.6% | 18,303 | $400K |
| Ameriprise Financial Inc. | 0.00% | Reduce -72.4% | 18,131 | $397K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 17,950 | $393K |
| Greenwood Gearhart LLC | 0.02% | New | 17,800 | $389K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 17,182 | $376K |
| Sunbelt Securities, Inc. | 0.02% | No change | 13,726 | $300K |
| Davidson Trust Co. | 0.10% | No change | 11,000 | $241K |
| Wedbush Securities Inc. | 0.01% | No change | 10,700 | $234K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,256 | $224K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 10,221 | $224K |
| XTX Topco Ltd | 0.00% | New | 10,079 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +43.5% | 7,477 | $164K |
| JPMorgan Chase & Co. | 0.00% | No change | 7,021 | $150K |
| Register Financial Advisors LLC | 0.05% | Add +0.4% | 6,003 | $131K |
| Aquatic Capital Management LLC | 0.00% | Reduce -52.7% | 5,725 | $125K |
| Daytona Street Capital LLC | 0.04% | No change | 1,999 | $50K |
| Triumph Capital Management | 0.01% | Add +688.9% | 1,775 | $39K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $22K |
| Evolution Wealth Management Inc. | 0.01% | No change | 701 | $15K |
| BNP Paribas Financial Markets | 0.00% | No change | 684 | $15K |
| State of Alaska, Department of Revenue | 0.00% | No change | 630 | $13K |
| PFS Partners, LLC | 0.01% | No change | 503 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 500 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.7% | 328 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 241 | $5K |
| Avion Wealth | 0.00% | Add +3.4% | 211 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 140 | $3K |
| 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 +3.7% | 56 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 49 | $1K |
| Hurley Capital, LLC | 0.00% | Add +7.1% | 15 | $326 |
"% of holder's portfolio" is SAR's weight in each manager's 13F, not the share of Saratoga Investment Corp. the manager owns.