Saratoga Investment Corp.
SAR- 交易所
- NYSE
- SEC CIK
- 0001377936
近 90 天，Saratoga Investment Corp. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 58 家機構在 13F 申報持有，市值合計 $4,165 萬；沒有大師持有。
2025 年第 2 季 13F 持有人
Saratoga Investment Corp. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 65
- 較 2025 年第 1 季 −2 家
- 持有股數
- 233.6 萬
- 較 2025 年第 1 季 −18.9 萬 (−7.5%)
- 總市值
- $5,790 萬
- 較 2025 年第 1 季 −$603.6 萬 (−9.4%)
- 新進機構
- 9
- 另有 23 家加碼
- 清倉機構
- 11
- 另有 17 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SAR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 58 | $4,165 萬 |
| 2026 年第 1 季 | 63 | $4,217 萬 |
| 2025 年第 4 季 | 71 | $4,843 萬 |
| 2025 年第 3 季 | 71 | $5,507 萬 |
| 2025 年第 2 季 | 65 | $5,790 萬 |
| 2025 年第 1 季 | 67 | $6,393 萬 |
| 2024 年第 4 季 | 67 | $5,290 萬 |
| 2024 年第 3 季 | 57 | $5,137 萬 |
| 2024 年第 2 季 | 58 | $4,567 萬 |
| 2024 年第 1 季 | 61 | $4,870 萬 |
| 2023 年第 4 季 | 71 | $6,563 萬 |
| 2023 年第 3 季 | 65 | $6,080 萬 |
| 2023 年第 2 季 | 67 | $4,780 萬 |
| 2023 年第 1 季 | 58 | $4,712 萬 |
| 2022 年第 4 季 | 52 | $5,691 萬 |
| 2022 年第 3 季 | 48 | $4,862 萬 |
| 2022 年第 2 季 | 54 | $5,731 萬 |
| 2022 年第 1 季 | 57 | $6,391 萬 |
| 2021 年第 4 季 | 63 | $7,491 萬 |
| 2021 年第 3 季 | 53 | $3,653 萬 |
| 2021 年第 2 季 | 47 | $3,155 萬 |
| 2021 年第 1 季 | 47 | $3,211 萬 |
2025 年第 2 季持有機構
每家機構持有 Saratoga Investment Corp. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 231,800 | $574.9 萬 | 0.01% | −50,200−17.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 208,608 | $517.3 萬 | 0.21% | +15,440+8.0% | 加碼 |
| Lido Advisors, LLC | 186,253 | $461.9 萬 | 0.02% | +56,125+43.1% | 加碼 |
| Two Sigma Investments, LP | 175,840 | $436.1 萬 | 0.01% | −60,027−25.4% | 減碼 |
| Private Advisor Group, LLC | 151,280 | $375.2 萬 | 0.02% | +25,488+20.3% | 加碼 |
| Advisors Asset Management, Inc. | 105,285 | $261.1 萬 | 0.05% | −9,226−8.1% | 減碼 |
| Wells Fargo & Company | 100,920 | $250.3 萬 | 0.00% | +655+0.7% | 加碼 |
| LPL Financial LLC | 96,684 | $239.8 萬 | 0.00% | +8,019+9.0% | 加碼 |
| Legal & General Group Plc | 94,950 | $235.2 萬 | 0.00% | +1,020+1.1% | 加碼 |
| Morgan Stanley | 77,913 | $193.2 萬 | 0.00% | −14,740−15.9% | 減碼 |
| BlackRock, Inc. | 69,598 | $172.6 萬 | 0.00% | +17,682+34.1% | 加碼 |
| Ameriprise Financial Inc | 66,899 | $165.7 萬 | 0.00% | −1,641−2.4% | 減碼 |
| International Assets Investment Management, LLC | 52,610 | $130.5 萬 | 0.11% | −2,276−4.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 50,232 | $124.6 萬 | 0.01% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 48,596 | $120.5 萬 | 0.10% | +3,089+6.8% | 加碼 |
| Palogic Value Management, L.P. | 46,680 | $115.8 萬 | 0.49% | 00.0% | 不變 |
| Trexquant Investment LP | 43,253 | $107.3 萬 | 0.01% | −23,721−35.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 39,926 | $99.0 萬 | 0.02% | +7,040+21.4% | 加碼 |
| Next Level Private LLC | 39,154 | $97.1 萬 | 0.32% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 36,300 | $90.0 萬 | 0.30% | −6,888−15.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 34,092 | $84.5 萬 | 0.11% | +34,092 | 新進 |
| JB Capital Partners LP | 33,847 | $82.3 萬 | 0.15% | 00.0% | 不變 |
| D.A. Davidson & Co. | 31,109 | $77.2 萬 | 0.01% | +1,093+3.6% | 加碼 |
| Raymond James Financial Inc | 30,868 | $76.6 萬 | 0.00% | −2,164−6.6% | 減碼 |
| RMB Capital Management, LLC | 30,000 | $74.4 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 24,287 | $60.2 萬 | 0.00% | +7,433+44.1% | 加碼 |
| Royal Bank of Canada | 22,297 | $55.3 萬 | 0.00% | −1,179−5.0% | 減碼 |
| PFG Advisors | 21,911 | $54.3 萬 | 0.03% | +60.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 17,845 | $44.2 萬 | 0.00% | +5,751+47.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 16,324 | $40.5 萬 | 0.00% | +624+4.0% | 加碼 |
| Bard Associates Inc | 15,845 | $39.3 萬 | 0.13% | −100−0.6% | 減碼 |
| Jane Street Group, LLC | 14,328 | $35.5 萬 | 0.00% | +14,328 | 新進 |
| UBS Group AG | 14,188 | $35.2 萬 | 0.00% | +13,212+1,353.7% | 加碼 |
| Davidson Trust Co | 11,000 | $27.3 萬 | 0.13% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,839 | $26.9 萬 | 0.00% | +108+1.0% | 加碼 |
| Wedbush Securities Inc | 10,700 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 10,328 | $25.6 萬 | 0.00% | −54−0.5% | 減碼 |
| Cetera Investment Advisers | 10,092 | $25.0 萬 | 0.00% | +43+0.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 9,768 | $24.2 萬 | 0.00% | +9,768 | 新進 |
| Janney Montgomery Scott LLC | 8,077 | $20.0 萬 | 0.00% | −1,152−12.5% | 減碼 |
| JPMorgan Chase & Co | 7,313 | $18.1 萬 | 0.00% | −3,610−33.0% | 減碼 |
| Advisor Group Holdings, Inc. | 6,256 | $15.5 萬 | 0.00% | +1,211+24.0% | 加碼 |
| Register Financial Advisors LLC | 5,932 | $14.7 萬 | 0.06% | +20+0.3% | 加碼 |
| Sunbelt Securities, Inc. | 5,082 | $12.2 萬 | 0.01% | −1,850−26.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,000 | $4.96 萬 | 0.00% | 00.0% | 不變 |
| Promus Capital, LLC | 1,273 | $3.16 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,000 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,000 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 734 | $1.82 萬 | 0.00% | −1,535−67.7% | 減碼 |
| Bank of America Corp | 700 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 700 | $1.74 萬 | 0.00% | +500+250.0% | 加碼 |
| Evolution Wealth Management Inc. | 645 | $1.60 萬 | 0.02% | +645 | 新進 |
| PFS Partners, LLC | 503 | $1.25 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 439 | $1.09 萬 | 0.00% | +100+29.5% | 加碼 |
| GWM Advisors LLC | 358 | $8,878 | 0.00% | +358 | 新進 |
| Harbor Asset Planning, Inc. | 261 | $6,473 | 0.01% | +261 | 新進 |
| Aquatic Capital Management LLC | 259 | $6,423 | 0.00% | +259 | 新進 |
| Financial Management Professionals, Inc. | 181 | $4,489 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 125 | $3,100 | 0.00% | +125 | 新進 |
| Strategic Investment Solutions, Inc. | 100 | $2,480 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 94 | $2,332 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 51 | $1,253 | 0.00% | +51 | 新進 |
| FMR LLC | 31 | $769 | 0.00% | +30+3,000.0% | 加碼 |
| Hurley Capital, LLC | 14 | $336 | 0.00% | +1+7.7% | 加碼 |
| Simplex Trading, LLC | 1 | $0 | 0.00% | −567−99.8% | 減碼 |
| Millennium Management LLC | 0 | $0 | 0.00% | −70,447−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,025−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −39,043−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,509−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,083−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,869−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −1−100.0% | 清倉 |