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Saratoga Investment
SAR
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Overview
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News
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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
74.30%
Individuals & Insiders
13.16%
Institutions
12.54%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Christian Oberbeck
Chairman, President & CEO
5.62%
916.77K
0.36%
+63.40K
07/22/2026
Elizabeth Oberbeck
3.37%
549.18K
0.03%
+0
07/29/2025
Thomas Inglesby
MD & Portfolio Manager
2.16%
352.24K
0.02%
+0
07/29/2025
Lido Advisors, LLC
1.22%
199.14K
0.01%
+0
03/31/2026
Michael Grisius
Co-Managing Partner & CIO
1.03%
167.22K
0.01%
+0
07/29/2025
Private Advisor Group, LLC
1.01%
165.14K
<0.01%
+1.78K
03/31/2026
Hennion & Walsh Asset Management, Inc.
0.78%
127.04K
0.07%
-10.64K
06/30/2026
Legal & General Investment Management Limited
0.75%
122.94K
0.03%
+5.65K
03/31/2026
International Assets Investment Management, LLC
0.71%
116.01K
0.20%
+33.61K
06/30/2026
LPL Financial LLC
0.70%
114.00K
<0.01%
+268.00
03/31/2026
G. Williams
Director
0.66%
107.99K
<0.01%
+0
07/29/2025
Advisors Asset Management, Inc.
0.65%
106.63K
0.03%
+5.24K
03/31/2026
Wells Fargo & Company
0.52%
85.27K
<0.01%
+2.44K
03/31/2026
SMH Capital Advisors LLC
0.49%
80.00K
--
+80.00K
03/31/2026
Two Sigma Investments, LP
0.34%
54.75K
0.08%
-12.76K
03/31/2026
BlackRock, Inc.
0.33%
54.60K
0.25%
-40.60K
03/31/2026
Ethos Financial Group, LLC
0.32%
52.85K
<0.01%
+0
03/31/2026
Wealthcare Advisory Partners LLC
0.30%
49.14K
0.01%
-1.43K
06/30/2026
Raymond James Financial, Inc.
0.30%
48.45K
0.14%
+22.79K
03/31/2026
Palogic Value Management, L.P.
0.29%
46.68K
<0.01%
+0
03/31/2026