4 institutions reported holding $2.8M of SARATOGA INVT CORP (SAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($2.8M), Strategic Investment Solutions, Inc. /IL ($2,231), MJT & Associates Financial Advisory Group, Inc. ($2,098), West Financial Advisors, LLC ($1,281). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.8M | 127,040 | Trimmed |
| 2 | Strategic Investment Solutions, Inc. /IL | $2,231 | 100 | Hold |
| 3 | MJT & Associates Financial Advisory Group, Inc. | $2,098 | 94 | Hold |
| 4 | West Financial Advisors, LLC | $1,281 | 57 | Added |
Source: SEC Form 13F filings · as of 2026-06-30