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| Saratoga Research & Investment Management
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| CRD # | 110506 |
| SEC # | 801-57695 |
| CIK # | 0001477872 |
| AUM | 2,509.3 M (2026-04-06) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 408-741-2330 |
| Address | 14471 Big Basin Way, Suite E Saratoga, CA 95070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Novo Nordisk A S | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Unilever PLC | 0.1 | ||
| Medtronic Holdings Ltd | 0.1 | ||
| ASML Holding NV | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| General Dynamics Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,103 | 0.7 |
| (b) Individuals (high net worth individuals) | 451 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 0.1 |
| (h) Charitable organizations | 31 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 90 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,740 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,682 | 2.5 |
| Non-Discretionary | 58 | 0.0 |
| Total | 2,740 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,740 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001477872] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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