Saratoga Investment

SAZ · NYSE

$25.46+$0.09 (+0.35%)TodayMarket closed ·
Prev close $25.37

Who owns SAZ

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 18.6% of SAZ’s shares.

  • Oberbeck (christian L.)6.4%
  • Oberbeck (Elizabeth Birkelund)3.5%
  • Inglesby (Thomas V)2.3%
  • Lido Advisors, LLC1.2%
  • Next 6 largest institutions5.2%
  • All other shareholders81.4%
Top institutional holders of SAZ
HolderShares% of shares
Oberbeck (christian L.)993.20K6.38%
Oberbeck (Elizabeth Birkelund)549.18K3.53%
Inglesby (Thomas V)353.24K2.27%
Lido Advisors, LLC181.52K1.17%
Grisius (Michael J)167.22K1.07%
Private Advisor Group LLC146.68K0.94%
Legal & General Investment Management Ltd.141.23K0.91%
Hennion & Walsh Asset Management, Inc.127.04K0.82%
Advisors Asset Management, Inc.121.64K0.78%
Williams (George Cabell III)112.40K0.72%

Largest mutual fund holders

Top mutual fund holders of SAZ
HolderShares% of shares
iShares Listed Private Equity UCITS ETF52.94K0.34%
Bankinvest Boersnoterede Alternativer Akk. KL27.03K0.17%
Virtus Private Credit Strategy ETF19.41K0.12%
RBC Microcap Value Fund3.40K0.02%
Counsel Global Listed Private Equity Pool6560.00%

Short interest

Settled Sep 30, 2026

Shares short
912
Days to cover
1.00
% of shares outstanding
0.01%
Average daily volume
9.08K
Change since last report
−83.1%

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.