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.
Q3 2025 vs. Q2 2025
How the institutions holding Saratoga Investment Corp. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 65 | 1 | 71 | +7 |
| Shares | 2.34M | 10.3K | 2.26M | −68.5K (−2.9%) |
| Value | $57.9M | $256.1K | $55.1M | −$2.57M (−4.5%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Saratoga Investment Corp. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Brevan Howard Capital Management LP | 17,675 | $431.1K | 0.01% |
| Marshall Wace, LLP | 16,631 | $405.6K | 0.00% |
| Focus Financial Network, Inc. | 15,655 | $381.8K | 0.01% |
| VestGen Advisors, LLC | 12,759 | $311.2K | 0.01% |
| Susquehanna International Group, LLP | 10,346 | $252.3K | 0.00% |
| Advisory Services Network, LLC | 1,841 | $44.9K | 0.00% |
| Quantbot Technologies LP | 1,464 | $35.7K | 0.00% |
| BNP Paribas Arbitrage, SA | 1,006 | $24.5K | 0.00% |
| State of Alaska, Department of Revenue | 630 | $15.0K | 0.00% |
| Eastern Bank | 400 | $9.76K | 0.00% |
| Russell Investments Group, Ltd. | 160 | $3.90K | 0.00% |
| Hantz Financial Services, Inc. | 75 | $2.00K | 0.00% |
| Ronald Blue Trust, Inc. | 20 | $488 | 0.00% |
Sold out (6)
Institutions that held Saratoga Investment Corp. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Jane Street Group, LLC | 14,328 | $355.3K |
| Concurrent Investment Advisors, LLC | 9,768 | $242.2K |
| Janney Montgomery Scott LLC | 8,077 | $200.0K |
| Signaturefd, LLC | 439 | $10.9K |
| GWM Advisors LLC | 358 | $8.88K |
| Financial Management Professionals, Inc. | 181 | $4.49K |
Not filed for Q3 2025 yet (1)
Institutions that held Saratoga Investment Corp. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 10,328 | $256.1K |