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 3 季 13F 持有人
Saratoga Investment Corp. 在 2025/9/30 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
- 71
- 較 2025 年第 2 季 +7 家
- 持有股數
- 225.7 萬
- 較 2025 年第 2 季 −6.85 萬 (−2.9%)
- 總市值
- $5,507 萬
- 較 2025 年第 2 季 −$257.0 萬 (−4.5%)
- 新進機構
- 13
- 另有 25 家加碼
- 清倉機構
- 6
- 另有 15 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 197,873 | $482.6 萬 | 0.02% | +11,620+6.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 180,063 | $439.2 萬 | 0.16% | −28,545−13.7% | 減碼 |
| Private Advisor Group, LLC | 158,286 | $386.1 萬 | 0.02% | +7,006+4.6% | 加碼 |
| Advisors Asset Management, Inc. | 115,641 | $282.0 萬 | 0.05% | +10,356+9.8% | 加碼 |
| Two Sigma Investments, LP | 115,035 | $280.6 萬 | 0.00% | −60,805−34.6% | 減碼 |
| LPL Financial LLC | 108,729 | $265.2 萬 | 0.00% | +12,045+12.5% | 加碼 |
| Two Sigma Advisers, LP | 100,647 | $245.5 萬 | 0.00% | −131,153−56.6% | 減碼 |
| BlackRock, Inc. | 98,866 | $241.1 萬 | 0.00% | +29,268+42.1% | 加碼 |
| Legal & General Group Plc | 93,529 | $228.1 萬 | 0.00% | −1,421−1.5% | 減碼 |
| Wells Fargo & Company | 84,099 | $205.1 萬 | 0.00% | −16,821−16.7% | 減碼 |
| Morgan Stanley | 77,033 | $187.9 萬 | 0.00% | −880−1.1% | 減碼 |
| Ameriprise Financial Inc | 71,549 | $174.6 萬 | 0.00% | +4,650+7.0% | 加碼 |
| International Assets Investment Management, LLC | 52,610 | $132.1 萬 | 0.11% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 53,833 | $131.3 萬 | 0.10% | +5,237+10.8% | 加碼 |
| Trexquant Investment LP | 51,762 | $126.2 萬 | 0.01% | +8,509+19.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 50,232 | $122.5 萬 | 0.01% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 46,680 | $113.9 萬 | 0.48% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 44,680 | $109.0 萬 | 0.02% | +4,754+11.9% | 加碼 |
| Next Level Private LLC | 43,527 | $106.2 萬 | 0.31% | +4,373+11.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 40,356 | $98.4 萬 | 0.11% | +6,264+18.4% | 加碼 |
| Virtus Investment Advisers, Inc. | 36,285 | $88.5 萬 | 0.25% | −150.0% | 減碼 |
| JB Capital Partners LP | 33,847 | $80.8 萬 | 0.14% | 00.0% | 不變 |
| D.A. Davidson & Co. | 31,452 | $76.7 萬 | 0.00% | +343+1.1% | 加碼 |
| RMB Capital Management, LLC | 30,000 | $73.2 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 27,114 | $66.1 萬 | 0.00% | +10,790+66.1% | 加碼 |
| Commonwealth Equity Services, LLC | 25,198 | $61.5 萬 | 0.00% | +911+3.8% | 加碼 |
| Raymond James Financial Inc | 23,072 | $56.3 萬 | 0.00% | −7,796−25.3% | 減碼 |
| PFG Advisors | 21,917 | $53.5 萬 | 0.02% | +60.0% | 加碼 |
| Cetera Investment Advisers | 20,018 | $48.8 萬 | 0.00% | +9,926+98.4% | 加碼 |
| Royal Bank of Canada | 18,966 | $46.3 萬 | 0.00% | −3,331−14.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 17,813 | $43.4 萬 | 0.00% | −32−0.2% | 減碼 |
| Brevan Howard Capital Management LP | 17,675 | $43.1 萬 | 0.01% | +17,675 | 新進 |
| Marshall Wace, LLP | 16,631 | $40.6 萬 | 0.00% | +16,631 | 新進 |
| Focus Financial Network, Inc. | 15,655 | $38.2 萬 | 0.01% | +15,655 | 新進 |
| Bard Associates Inc | 14,256 | $34.8 萬 | 0.09% | −1,589−10.0% | 減碼 |
| Sunbelt Securities, Inc. | 13,382 | $32.6 萬 | 0.02% | +8,300+163.3% | 加碼 |
| VestGen Advisors, LLC | 12,759 | $31.1 萬 | 0.01% | +12,759 | 新進 |
| Aquatic Capital Management LLC | 12,729 | $31.0 萬 | 0.01% | +12,470+4,814.7% | 加碼 |
| Davidson Trust Co | 11,000 | $26.8 萬 | 0.11% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,860 | $26.5 萬 | 0.00% | +21+0.2% | 加碼 |
| Wedbush Securities Inc | 10,700 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 10,346 | $25.2 萬 | 0.00% | +10,346 | 新進 |
| JPMorgan Chase & Co | 7,125 | $17.4 萬 | 0.00% | −188−2.6% | 減碼 |
| Advisor Group Holdings, Inc. | 6,616 | $16.8 萬 | 0.00% | +360+5.8% | 加碼 |
| Register Financial Advisors LLC | 5,951 | $14.5 萬 | 0.06% | +19+0.3% | 加碼 |
| Harbour Investments, Inc. | 2,973 | $7.25 萬 | 0.00% | +1,973+197.3% | 加碼 |
| Simplex Trading, LLC | 2,829 | $6.80 萬 | 0.00% | +2,828+282,800.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,000 | $4.88 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,841 | $4.49 萬 | 0.00% | +1,841 | 新進 |
| Quantbot Technologies LP | 1,464 | $3.57 萬 | 0.00% | +1,464 | 新進 |
| Promus Capital, LLC | 1,273 | $3.10 萬 | 0.02% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,006 | $2.45 萬 | 0.00% | +1,006 | 新進 |
| IFP Advisors, Inc | 1,000 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 960 | $2.34 萬 | 0.00% | −13,228−93.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 734 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 700 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 651 | $1.59 萬 | 0.02% | +6+0.9% | 加碼 |
| State of Alaska, Department of Revenue | 630 | $1.50 萬 | 0.00% | +630 | 新進 |
| PFS Partners, LLC | 503 | $1.23 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 500 | $1.22 萬 | 0.00% | −200−28.6% | 減碼 |
| Eastern Bank | 400 | $9,756 | 0.00% | +400 | 新進 |
| Harbor Asset Planning, Inc. | 261 | $6,366 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 160 | $3,902 | 0.00% | +160 | 新進 |
| MAI Capital Management | 125 | $3,049 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 100 | $2,439 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 94 | $2,293 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 75 | $2,000 | 0.00% | +75 | 新進 |
| West Financial Advisors, LLC | 52 | $1,269 | 0.00% | +1+2.0% | 加碼 |
| Ronald Blue Trust, Inc. | 20 | $488 | 0.00% | +20 | 新進 |
| Hurley Capital, LLC | 14 | $341 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $24 | 0.00% | −30−96.8% | 減碼 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,328−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −9,768−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,077−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −358−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |