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。
2026 年第 1 季 13F 持有人
Saratoga Investment Corp. 在 2026/3/31 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
- 63
- 較 2025 年第 4 季 −7 家
- 持有股數
- 192.6 萬
- 較 2025 年第 4 季 −16.1 萬 (−7.7%)
- 總市值
- $4,217 萬
- 較 2025 年第 4 季 −$624.5 萬 (−12.9%)
- 新進機構
- 8
- 另有 26 家加碼
- 清倉機構
- 15
- 另有 9 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 199,138 | $435.5 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 165,139 | $361.2 萬 | 0.02% | +1,780+1.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 137,675 | $301.1 萬 | 0.10% | −3,795−2.7% | 減碼 |
| Legal & General Group Plc | 122,941 | $268.9 萬 | 0.00% | +5,647+4.8% | 加碼 |
| LPL Financial LLC | 113,995 | $249.3 萬 | 0.00% | +268+0.2% | 加碼 |
| Advisors Asset Management, Inc. | 106,625 | $233.2 萬 | 0.04% | +5,242+5.2% | 加碼 |
| Wells Fargo & Company | 85,267 | $186.5 萬 | 0.00% | +2,437+2.9% | 加碼 |
| International Assets Investment Management, LLC | 82,407 | $176.2 萬 | 0.12% | +20,598+33.3% | 加碼 |
| Ethos Financial Group, LLC | 52,846 | $121.9 萬 | 0.09% | 00.0% | 不變 |
| Two Sigma Investments, LP | 54,746 | $119.7 萬 | 0.00% | −12,761−18.9% | 減碼 |
| BlackRock, Inc. | 54,596 | $119.4 萬 | 0.00% | −40,601−42.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 50,573 | $110.6 萬 | 0.02% | +1,102+2.2% | 加碼 |
| Raymond James Financial Inc | 48,454 | $106.0 萬 | 0.00% | +22,788+88.8% | 加碼 |
| Palogic Value Management, L.P. | 46,680 | $102.1 萬 | 0.45% | 00.0% | 不變 |
| Next Level Private LLC | 43,527 | $95.2 萬 | 0.22% | 00.0% | 不變 |
| JB Capital Partners LP | 33,847 | $76.1 萬 | 0.13% | 00.0% | 不變 |
| Morgan Stanley | 28,286 | $61.9 萬 | 0.00% | −2,052−6.8% | 減碼 |
| Colony Group, LLC | 27,709 | $60.6 萬 | 0.00% | +2,109+8.2% | 加碼 |
| UBS Group AG | 27,280 | $59.7 萬 | 0.00% | +14,256+109.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 27,027 | $59.1 萬 | 0.01% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 25,752 | $56.3 萬 | 0.16% | −6,889−21.1% | 減碼 |
| Bank of America Corp | 25,027 | $54.7 萬 | 0.00% | +23,959+2,243.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 23,976 | $52.4 萬 | 0.00% | +5,026+26.5% | 加碼 |
| Citadel Advisors LLC | 23,303 | $51.0 萬 | 0.00% | +4,843+26.2% | 加碼 |
| Advisor Group Holdings, Inc. | 22,694 | $49.6 萬 | 0.00% | +4,291+23.3% | 加碼 |
| Cetera Investment Advisers | 22,301 | $48.8 萬 | 0.00% | +476+2.2% | 加碼 |
| PFG Advisors | 21,704 | $47.5 萬 | 0.02% | +70.0% | 加碼 |
| HRT Financial LP | 21,519 | $47.0 萬 | 0.00% | +21,519 | 新進 |
| Focus Financial Network, Inc. | 21,176 | $46.3 萬 | 0.02% | +1,721+8.8% | 加碼 |
| VestGen Advisors, LLC | 19,250 | $42.6 萬 | 0.01% | +19,250 | 新進 |
| D.A. Davidson & Co. | 18,303 | $40.0 萬 | 0.00% | +109+0.6% | 加碼 |
| Ameriprise Financial Inc | 18,131 | $39.7 萬 | 0.00% | −47,461−72.4% | 減碼 |
| Royal Bank of Canada | 17,950 | $39.3 萬 | 0.00% | +557+3.2% | 加碼 |
| Greenwood Gearhart Inc | 17,800 | $38.9 萬 | 0.02% | +17,800 | 新進 |
| Commonwealth Equity Services, LLC | 17,182 | $37.6 萬 | 0.00% | −1,455−7.8% | 減碼 |
| Sunbelt Securities, Inc. | 13,726 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Davidson Trust Co | 11,000 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Wedbush Securities Inc | 10,700 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,256 | $22.4 萬 | 0.00% | +10,256 | 新進 |
| HighTower Advisors, LLC | 10,221 | $22.4 萬 | 0.00% | +8+0.1% | 加碼 |
| XTX Topco Ltd | 10,079 | $22.0 萬 | 0.00% | +10,079 | 新進 |
| Steward Partners Investment Advisory, LLC | 7,477 | $16.4 萬 | 0.00% | +2,265+43.5% | 加碼 |
| JPMorgan Chase & Co | 7,021 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 6,003 | $13.1 萬 | 0.05% | +23+0.4% | 加碼 |
| Aquatic Capital Management LLC | 5,725 | $12.5 萬 | 0.00% | −6,376−52.7% | 減碼 |
| Daytona Street Capital LLC | 1,999 | $5.04 萬 | 0.04% | 00.0% | 不變 |
| Triumph Capital Management | 1,775 | $3.88 萬 | 0.01% | +1,550+688.9% | 加碼 |
| IFP Advisors, Inc | 1,000 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 701 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 684 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 630 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 503 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 500 | $1.09 萬 | 0.00% | +500 | 新進 |
| Russell Investments Group, Ltd. | 328 | $7,173 | 0.00% | −152−31.7% | 減碼 |
| Advisory Services Network, LLC | 241 | $5,271 | 0.00% | +241 | 新進 |
| Avion Wealth | 211 | $4,000 | 0.00% | +7+3.4% | 加碼 |
| Fortitude Family Office, LLC | 140 | $3,055 | 0.00% | +140 | 新進 |
| MAI Capital Management | 125 | $2,734 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 100 | $2,187 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 94 | $2,056 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 56 | $1,215 | 0.00% | +2+3.7% | 加碼 |
| Larson Financial Group LLC | 49 | $1,072 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 15 | $326 | 0.00% | +1+7.1% | 加碼 |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −159,499−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,827−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,214−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,875−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,419−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −5,973−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,264−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,987−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −443−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Harbor Asset Planning, Inc. | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |