# SARATOGA INVT CORP (SAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SAR/

- Reporting holders: 2
- Reported value: $184.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $183.3K | 11,000 | 0.1% | 21 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $1.6K | 94 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $184.8K |
| Q2 2026 | 64 | $47.9M |
| Q1 2026 | 67 | $47.1M |
| Q4 2025 | 72 | $53.2M |
| Q3 2025 | 72 | $57.7M |
| Q2 2025 | 67 | $60.5M |
| Q1 2025 | 68 | $65.5M |
| Q4 2024 | 68 | $56.9M |
| Q3 2024 | 60 | $55.2M |
| Q2 2024 | 60 | $49.5M |
| Q1 2024 | 63 | $53.4M |
| Q4 2023 | 73 | $67.7M |