2026-08-26
AI summary pending
View Full Filing (SEC EDGAR)Saratoga Investment CORP
$18.420%
+$344.0K
Net Activity
-14.85% total shares
Institutions Holding
60
Popularity Rank
#5696
Avg Weight
0.02%
Total Value
$38.4M
Market Cap
$292.0M
60 institutions currently hold SAR, with 28 net buyers and 29 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
29
Net Buying Institutions
28
Top 5 by Value
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Across its top 20 institutional holders, SAR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 22/100).
SAR ranks #5696 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
60 institutions disclose a position in SAR, but none treat it as a major bet — even Palogic Value Management, L.P., its most concentrated holder, allocates just 0.3% of its own portfolio to it.
International Assets Investment Management, LLC has added to its SAR position for two straight quarters, increasing it by $1.2M to reach $2.6M today.
Ameriprise Financial Inc has trimmed its SAR position for two straight quarters, cutting it by $1.2M while still holding $329.8K.
SAR closed its latest fiscal year with net income of $36.6M, and currently trades at a P/E of 8.0.
+$4.6M
Total Buy Value
$5.5M
Total Sell Value
28
Net Buyers
29
Net Sellers
SAR
Q2 2026
Top 5 Institutional Movers
-$2.3M
+$1.0M
+$874.6K
SAR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Saratoga Investment Corp. issued a press release on July 7, 2026, announcing its financial results for the quarter ended May 31, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing, which itself contains no additional financial details.
View Full Filing (SEC EDGAR)80349A208
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access SAR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SARCLI
npx alphasmo stocks get SAR