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Saratoga Investment
SAR
18.440
0.27% ( -0.050 )
Trading: Aug 25, 12:26:14 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
74.68%
Individuals & Insiders
13.18%
Institutions
12.14%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Christian Oberbeck
Chairman, President & CEO
5.64%
919.53K
0.40%
+66.16K
08/18/2026
Elizabeth Oberbeck
3.37%
549.18K
0.02%
+0
07/29/2025
Thomas Inglesby
MD & Portfolio Manager
2.16%
352.24K
0.01%
+0
07/29/2025
Lido Advisors, LLC
1.11%
181.52K
0.11%
-17.62K
06/30/2026
Michael Grisius
Co-Managing Partner & CIO
1.03%
167.22K
<0.01%
+0
07/29/2025
Private Advisor Group, LLC
0.90%
146.68K
0.12%
-18.46K
06/30/2026
Legal & General Investment Management Limited
0.87%
141.23K
0.11%
+18.29K
06/30/2026
Hennion & Walsh Asset Management, Inc.
0.78%
127.04K
0.07%
-10.64K
06/30/2026
Advisors Asset Management, Inc.
0.75%
121.64K
0.09%
+15.01K
06/30/2026
International Assets Investment Management, LLC
0.71%
116.01K
0.20%
+33.61K
06/30/2026
LPL Financial LLC
0.69%
111.91K
0.02%
-2.09K
06/30/2026
G. Williams
Independent Director
0.66%
107.99K
<0.01%
+0
07/29/2025
Wells Fargo & Company
0.52%
85.08K
<0.01%
-188.00
06/30/2026
SMH Capital Advisors LLC
0.49%
80.00K
<0.01%
+0
03/31/2026
Ethos Financial Group, LLC
0.35%
56.53K
0.02%
+3.69K
06/30/2026
Janney Montgomery Scott LLC
0.34%
56.16K
0.28%
+45.90K
06/30/2026
BlackRock, Inc.
0.33%
53.26K
<0.01%
-1.34K
06/30/2026
Citadel Advisors LLC
0.31%
50.51K
0.17%
+27.20K
06/30/2026
Raymond James Financial, Inc.
0.30%
49.14K
<0.01%
+689.00
06/30/2026
Wealthcare Advisory Partners LLC
0.30%
49.14K
0.01%
-1.43K
06/30/2026