Current Market Value 1,867,957,112
Current Holdings 44
Most Recent File Date 2025-08-20
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Saratoga Research & Investment Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-20 2025-06-30 13F-HR 44 1,867,957
2025-05-12 2025-03-31 13F-HR 44 1,894,298
2025-02-12 2024-12-31 13F-HR 44 1,982,708
2024-11-22 2024-09-30 13F-HR 41 2,283,446
2024-08-16 2024-06-30 13F-HR 42 2,199,297
2024-04-17 2024-03-31 13F-HR 45 2,200,510
2024-02-09 2023-12-31 13F-HR 47 2,167,442
2023-11-09 2023-09-30 13F-HR 47 2,048,193
2023-07-24 2023-06-30 13F-HR 47 2,169,840
2023-05-05 2023-03-31 13F-HR 46 2,104,397
2023-02-13 2022-12-31 13F-HR 45 2,022,228
2022-10-31 2022-09-30 13F-HR 45 1,892,133
2022-08-01 2022-06-30 13F-HR 47 2,019,016
2022-04-29 2022-03-31 13F-HR 47 2,297,751
2022-02-08 2021-12-31 13F-HR 48 2,347,936
2021-11-05 2021-09-30 13F-HR 46 2,165,795
2021-08-10 2021-06-30 13F-HR 43 2,119,932
2021-04-12 2021-03-31 13F-HR 43 1,977,343
2021-02-03 2020-12-31 13F-HR 42 1,865,369
2020-10-09 2020-09-30 13F-HR 41 1,667,949
2020-08-07 2020-06-30 13F-HR 43 1,584,026
2020-05-13 2020-03-31 13F-HR 44 1,442,464
2020-02-05 2019-12-31 13F-HR 45 1,667,639
2019-10-29 2019-09-30 13F-HR 45 1,548,641
2019-07-24 2019-06-30 13F-HR 45 1,590,199
2019-04-18 2019-03-31 13F-HR 44 1,464,453
2019-01-15 2018-12-31 13F-HR 43 1,261,878
2018-10-15 2018-09-30 13F-HR 45 1,483,035
2018-07-17 2018-06-30 13F-HR 45 1,392,994
2018-05-01 2018-03-31 13F-HR 42 1,367,590
2018-01-19 2017-12-31 13F-HR 46 1,428,520
2017-10-24 2017-09-30 13F-HR/A 1 R 45 1,308,535
2017-10-24 2017-09-30 13F-HR 141 168,559
2017-07-27 2017-06-30 13F-HR 47 1,257,797
2017-04-27 2017-03-31 13F-HR 46 1,203,950
2017-01-18 2016-12-31 13F-HR 45 1,106,127
2016-11-01 2016-09-30 13F-HR 45 1,167,957
2016-07-29 2016-06-30 13F-HR 46 1,114,435
2016-04-28 2016-03-31 13F-HR 48 1,135,911
2016-01-26 2015-12-31 13F-HR 48 1,032,040
2015-10-19 2015-09-30 13F-HR 49 996,830
2015-07-17 2015-06-30 13F-HR 54 1,051,535
2015-04-28 2015-03-31 13F-HR 55 1,072,595
2015-01-30 2014-12-31 13F-HR 0 0
2014-10-28 2014-09-30 13F-HR 52 1,011,824
2014-08-06 2014-06-30 13F-HR 56 1,004,656
2014-04-30 2014-03-31 13F-HR 54 981,398
2014-02-24 2013-12-31 13F-HR/A 1 R 55 939,247
2014-02-18 2013-12-31 13F-HR 54 64,392
2013-10-22 2013-09-30 13F-HR 55 850,903
2013-07-17 2013-06-30 13F-HR 57 849,774