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Saratoga Investment Corp

SAR
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19.015USD
-0.355-1.83%
Close 07-23 16:00ETQuotes delayed by 15 min
309.74MMarket Cap
8.23P/E TTM

Shareholding Stats

Updated: Wed, May 13
Updated: Wed, May 13
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Oberbeck (christian L.)
5.79%
Oberbeck (Elizabeth Birkelund)
3.38%
Inglesby (Thomas V)
2.17%
Lido Advisors, LLC
1.22%
Grisius (Michael J)
1.03%
Other
86.42%
Shareholders
Shareholders
Proportion
Oberbeck (christian L.)
5.79%
Oberbeck (Elizabeth Birkelund)
3.38%
Inglesby (Thomas V)
2.17%
Lido Advisors, LLC
1.22%
Grisius (Michael J)
1.03%
Other
86.42%
Shareholder Types
Shareholders
Proportion
Individual Investor
13.35%
Investment Advisor
8.04%
Investment Advisor/Hedge Fund
3.27%
Research Firm
1.06%
Hedge Fund
0.98%
Other
73.31%

Institutional Shareholding

Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
132
2.28M
14.10%
-594.99K
2025Q4
135
2.37M
14.62%
-814.39K
2025Q3
131
2.49M
15.47%
-908.96K
2025Q2
145
4.98M
31.68%
-454.39K
2025Q1
146
4.84M
33.10%
-444.77K
2024Q4
146
4.58M
31.96%
-647.93K
2024Q3
140
4.31M
30.96%
-832.84K
2024Q2
143
4.27M
31.17%
-1.00M
2024Q1
146
4.37M
32.92%
-1.15M
2023Q4
147
4.85M
37.26%
-375.81K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Oberbeck (christian L.)
941.63K
5.8%
-1.00K
-0.11%
Jan 29, 2026
Oberbeck (Elizabeth Birkelund)
549.18K
3.38%
--
--
Jul 29, 2025
Inglesby (Thomas V)
352.24K
2.17%
--
--
Jul 29, 2025
Lido Advisors, LLC
199.14K
1.23%
+1.26K
+0.64%
Dec 31, 2025
Grisius (Michael J)
167.22K
1.03%
--
--
Jul 29, 2025
Private Advisor Group LLC
163.36K
1.01%
+5.07K
+3.20%
Dec 31, 2025
Hennion & Walsh Asset Management, Inc.
141.47K
0.87%
-38.59K
-21.43%
Dec 31, 2025
Legal & General Investment Management Ltd.
117.29K
0.72%
+23.77K
+25.41%
Dec 31, 2025
LPL Financial LLC
113.73K
0.7%
+5.00K
+4.60%
Dec 31, 2025
Williams (George Cabell III)
107.99K
0.67%
+3.49K
+3.34%
Jul 29, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Virtus Private Credit Strategy ETF
1.54%
WHITEWOLF Publicly Listed Private Equity ETF
0.15%
Putnam BDC Income ETF
0%
Kingsbarn Dividend Opportunity ETF
0%
Simplify Opportunistic Income ETF
0%
Virtus Private Credit Strategy ETF
Proportion1.54%
WHITEWOLF Publicly Listed Private Equity ETF
Proportion0.15%
Putnam BDC Income ETF
Proportion0%
Kingsbarn Dividend Opportunity ETF
Proportion0%
Simplify Opportunistic Income ETF
Proportion0%
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