Position in HRZN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$199,709
-$296,069 QoQ
Shares Held
47,437
-38.3% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in HRZN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. HRZN ranks #439 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in HRZN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,709 | 47,437 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $495,778 | 76,865 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $446,659 | 73,223 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $361,151 | 50,160 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,096,976 | 116,452 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $703,142 | 78,214 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $643,834 | 60,454 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $768,597 | 63,837 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $895,499 | 78,760 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $786,130 | 59,691 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,588,626 | 217,898 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,475,903 | 204,959 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $521,033 | 46,191 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $535,049 | 46,125 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $554,762 | 55,421 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $530,238 | 45,948 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $444,464 | 31,976 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $681,009 | 42,777 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $597,212 | 36,729 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $613,481 | 35,523 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $374,109 | 26,016 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $670,287 | 50,626 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $523,741 | 42,650 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $255,363 | 23,428 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $354,144 | 43,614 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||