Saratoga Investment Corp.
SAR- Exchange
- NYSE
- SEC CIK
- 0001377936
No open-market purchases or sales by Saratoga Investment Corp. insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $43.2M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −4 vs. previous quarter
- 58
- 13F valueReported value at the end of Q2 2026
- $43.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding SAR, Q2 2026
No superinvestor reported holding SAR at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Saratoga Investment Corp. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 8, 2023 (view filing) | May 4 | 4 days | Oberbeck Christian LCEO, Director and President | PPurchase | +2.00K | $23.81 | +$47.6K | +0.3%689.8K after | |
| Aug 2, 2022 (view filing) | Aug 2 | Same day | Looney Steven MDirector | PPurchase | +1.25K | $23.54 | +$29.4K | +49.8%3.76K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Saratoga Investment Corp. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 181,518 | $4.05M | 0.01% | −17,620−8.8% | Reduced |
| Private Advisor Group, LLC | 146,681 | $3.27M | 0.01% | −18,458−11.2% | Reduced |
| Legal & General Group Plc | 141,229 | $3.16M | 0.00% | +18,288+14.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 127,040 | $2.83M | 0.08% | −10,635−7.7% | Reduced |
| Advisors Asset Management, Inc. | 121,635 | $2.71M | 0.04% | +15,010+14.1% | Added |
| International Assets Investment Management, LLC | 116,012 | $2.61M | 0.16% | +33,605+40.8% | Added |
| LPL Financial LLC | 111,909 | $2.50M | 0.00% | −2,086−1.8% | Reduced |
| Palogic Value Management, L.P. | 93,360 | $2.08M | 0.37% | +46,680+100.0% | Added |
| Wells Fargo & Company | 85,079 | $1.90M | 0.00% | −188−0.2% | Reduced |
| Ethos Financial Group, LLC | 56,533 | $1.26M | 0.08% | +3,687+7.0% | Added |