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 $41.7M in total; no superinvestor holds it.
Q2 2022 vs. Q1 2022
How the institutions holding Saratoga Investment Corp. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 57 | 54 | −3 |
| Shares | 2.35M | 2.39M | +45.1K (+1.9%) |
| Value | $63.9M | $57.3M | −$6.60M (−10.3%) |
New holders (8)
Institutions that held Saratoga Investment Corp. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 143,994 | $3.45M | 0.06% |
| Banque Pictet & Cie SA | 42,400 | $1.02M | 0.01% |
| Pictet North America Advisors SA | 42,400 | $1.02M | 0.13% |
| Millennium Management LLC | 16,392 | $393.0K | 0.00% |
| Claybrook Capital, LLC | 11,105 | $266.0K | 0.16% |
| Fairfield, Bush & Co. | 1,000 | $24.0K | 0.01% |
| Northwestern Mutual Wealth Management Co | 361 | $9.00K | 0.00% |
| Aquatic Capital Management LLC | 271 | $6.00K | 0.00% |
Sold out (11)
Institutions that held Saratoga Investment Corp. at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Ares Management LLC | 27,798 | $758.0K |
| Next Level Private LLC | 22,841 | $623.0K |
| Citadel Advisors LLC | 11,225 | $306.0K |
| Financial Advocates Investment Management | 8,808 | $240.0K |
| Cambridge Investment Research Advisors, Inc. | 8,771 | $239.0K |
| TAP Consulting, LLC | 8,318 | $227.0K |
| Modera Wealth Management, LLC | 8,000 | $218.0K |
| Motco | 249 | $7.00K |
| FMR LLC | 93 | $3.00K |
| Bank of America Corp | 13 | $0 |
| Lee Financial Co | 15 | $0 |