Saratoga Investment (SAR)
Provides customized capital to private U.S. middle-market businesses through loans and selected equity investments.
$17.87
vs last close+0.30 (+1.71%)
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13F · 13D/G · Form 4
| Institutions | 11.45% | 1.87M shares | |
|---|---|---|---|
| 65 holders · as of Jun 30, 2026 | |||
| Insiders | 4.46% | 727.0K shares | |
| 2 holders · as of Sep 10, 2026 | |||
| Other | 84.09% | 13.72M shares | |
| remainder | |||
16.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
65 holders · 1.87M shares · 7 new positions · 29 increased · 21 reduced · 10 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Lido Advisors, LLC | 181.5K | 1.11% | −17.6K | Aug 7, 2026 |
| Private Advisor Group, LLC | 146.7K | 0.90% | −18.5K | Jul 27, 2026 |
| Legal & General Group PLC | 141.2K | 0.87% | +18.3K | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | 127.0K | 0.78% | −10.6K | Jul 8, 2026 |
| Advisors Asset Management, Inc. | 121.6K | 0.75% | +15.0K | Aug 14, 2026 |
| International Assets Investment Management, LLC | 116.0K | 0.71% | +33.6K | Jul 22, 2026 |
| LPL Financial LLC | 111.9K | 0.69% | −2.1K | Aug 7, 2026 |
| Wells Fargo & Company/MN | 85.1K | 0.52% | −188 | Aug 14, 2026 |
13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
Form 4
Latest trades
No open-market trades in the last 12 months.
House and Senate disclosures
Not reported.