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 2025 vs. Q1 2025
How the institutions holding Saratoga Investment Corp. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 67 | 65 | −2 |
| Shares | 2.52M | 2.34M | −189.2K (−7.5%) |
| Value | $63.9M | $57.9M | −$6.04M (−9.4%) |
New holders (9)
Institutions that held Saratoga Investment Corp. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 34,092 | $845.5K | 0.11% |
| Jane Street Group, LLC | 14,328 | $355.3K | 0.00% |
| Concurrent Investment Advisors, LLC | 9,768 | $242.2K | 0.00% |
| Evolution Wealth Management Inc. | 645 | $16.0K | 0.02% |
| GWM Advisors LLC | 358 | $8.88K | 0.00% |
| Harbor Asset Planning, Inc. | 261 | $6.47K | 0.01% |
| Aquatic Capital Management LLC | 259 | $6.42K | 0.00% |
| MAI Capital Management | 125 | $3.10K | 0.00% |
| West Financial Advisors, LLC | 51 | $1.25K | 0.00% |
Sold out (11)
Institutions that held Saratoga Investment Corp. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Millennium Management LLC | 70,447 | $1.78M |
| Qube Research & Technologies Ltd | 53,025 | $1.34M |
| Citadel Advisors LLC | 39,043 | $989.0K |
| Connor, Clark & Lunn Investment Management Ltd. | 29,509 | $747.5K |
| Marshall Wace, LLP | 28,083 | $711.3K |
| Cubist Systematic Strategies, LLC | 10,869 | $275.3K |
| Arlington Trust Co LLC | 1,000 | $25.3K |
| NewSquare Capital LLC | 500 | $12.7K |
| Laurel Wealth Advisors LLC | 241 | $6.11K |
| Hexagon Capital Partners LLC | 81 | $2.05K |
| Danske Bank A/S | 1 | $25 |