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 2026 vs. Q1 2026
How the institutions holding Saratoga Investment Corp. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 58 | −4 |
| Shares | 1.93M | 13.7K | 1.87M | −46.1K (−2.4%) |
| Value | $42.2M | $300.2K | $41.7M | −$221.8K (−0.5%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Saratoga Investment Corp. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| IFG Advisory, LLC | 1,000 | $22.3K | 0.00% |
| GWM Advisors LLC | 100 | $2.23K | 0.00% |
| Quarry LP | 20 | $446 | 0.00% |
| Frazier Financial Advisors, LLC | 10 | $224 | 0.00% |
Sold out (8)
Institutions that held Saratoga Investment Corp. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| PFG Advisors | 21,704 | $474.7K |
| HRT Financial LP | 21,519 | $470.0K |
| HighTower Advisors, LLC | 10,221 | $223.5K |
| Daytona Street Capital LLC | 1,999 | $50.4K |
| Bryn Mawr Trust Co | 500 | $10.9K |
| Advisory Services Network, LLC | 241 | $5.27K |
| Fortitude Family Office, LLC | 140 | $3.06K |
| MAI Capital Management | 125 | $2.73K |
Not filed for Q2 2026 yet (1)
Institutions that held Saratoga Investment Corp. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Sunbelt Securities, Inc. | 13,726 | $300.2K |