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HRZN · Horizon Technology Finance Corp

$4.66 -0.04 (-0.85%) At close · Jul 17
Market Cap
$318.10M
Shares
68,261,111

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 64
Total Value: $14,435,847
Total Shares: 3,402,273

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 58 13F filers
Top Holder
18.1%
Jun 2023 → Mar 2026 · range 8.1% – 20.9%
of institutional value
Top 5
51.5%
Jun 2023 → Mar 2026 · range 32.1% – 53.9%
of institutional value
Top 10
72.6%
Jun 2023 → Mar 2026 · range 55.3% – 73.6%
of institutional value
HHI
756
Jun 2023 → Mar 2026 · range 400 – 833
Broadly held
Showing 65 of 65
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Green Alpha Advisors, LLC $2,484,493 17.21% 590,141
Micro Eagle Point Credit Management LLC $1,541,676 10.68% 366,194
Mega Legal & General Group Plc $1,383,637 9.58% 328,655
Small Connecticut Wealth Management, LLC $900,144 6.24% 213,811
Mega BlackRock, Inc. $755,640 5.23% 179,487
Large MARSHALL WACE, LLP $723,184 5.01% 171,778
Mega TWO SIGMA INVESTMENTS, LP $632,253 4.38% 150,179
Mega UBS Group AG $606,812 4.20% 144,136
Small Virtus Investment Advisers, LLC $606,105 4.20% 143,968
Small LaFleur & Godfrey LLC $541,707 3.75% 114,526
Mega MILLENNIUM MANAGEMENT LLC $319,825 2.22% 75,968
Small FIRST FINANCIAL BANK - TRUST DIVISION Bank $304,258 2.11% 65,573
Mid IMC-Chicago, LLC $260,156 1.80% 61,795
Mega BANK OF AMERICA CORP /DE/ Bank $256,612 1.78% 60,953
Large CANADA LIFE ASSURANCE Co Insurance $237,801 1.65% 56,485
Large Pathstone Holdings, LLC $218,065 1.51% 51,797
Mega MORGAN STANLEY $199,709 1.38% 47,437
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $186,435 1.29% 44,284
Small Regal Investment Advisors LLC $183,358 1.27% 43,553
Mega AQR CAPITAL MANAGEMENT LLC $139,005 0.96% 33,018
Small JACKSON THORNTON WEALTH MANAGEMENT, LLC $139,005 0.96% 33,018
Large OSAIC HOLDINGS, INC. $129,301 0.90% 30,713
Mega WELLS FARGO & COMPANY/MN $116,548 0.81% 27,684
Small OXFORD ASSET MANAGEMENT LLP $115,627 0.80% 27,465
Mega LPL Financial LLC $110,247 0.76% 26,187
Mega CITADEL ADVISORS LLC $103,566 0.72% 24,600
Mega ROYAL BANK OF CANADA Bank $85,930 0.60% 20,411
Large Cetera Investment Advisers $83,652 0.58% 19,870
Micro LifeWealth Investments, LLC $79,974 0.55% 16,908
Mid Quantbot Technologies LP $79,034 0.55% 18,773
Mega JANE STREET GROUP, LLC $74,517 0.52% 17,700
Mid Virtu Financial LLC $71,801 0.50% 17,055
Mega ENVESTNET ASSET MANAGEMENT INC $70,235 0.49% 16,683
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $69,498 0.48% 16,508
Mega CITADEL ADVISORS LLC $60,203 0.42% 14,300
Small CHAPIN DAVIS, INC. $60,028 0.42% 12,691
Mega RAYMOND JAMES FINANCIAL INC $57,815 0.40% 13,733
Mid Tower Research Capital LLC (TRC) $56,982 0.39% 13,535
Mid ADELL HARRIMAN & CARPENTER INC $50,520 0.35% 12,000
Large DAVENPORT & Co LLC $50,251 0.35% 10,624
Mid Sanctuary Advisors, LLC $49,909 0.35% 11,855
Mid Atria Investments, Inc $49,909 0.35% 11,855
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $48,204 0.33% 11,450
Small CREATIVE FINANCIAL DESIGNS INC /ADV $42,100 0.29% 10,000
Mid SIMPLEX TRADING, LLC $29,179 0.20% 6,931
Micro Nova Wealth Management, Inc. $17,605 0.12% 3,722
Small HIGHLINE WEALTH PARTNERS LLC $12,922 0.09% 2,732
Large FIFTH THIRD BANCORP Bank $11,362 0.08% 2,699
Small N.E.W. Advisory Services LLC $8,638 0.06% 2,052
Mid Allworth Financial LP $4,795 0.03% 1,139
Micro Chung Wu Investment Group, LLC $4,631 0.03% 1,100
Small PIN OAK INVESTMENT ADVISORS INC $3,368 0.02% 800
Mid MAI Capital Management $3,271 0.02% 777
Micro KERR FINANCIAL PLANNING Corp $988 0.01% 209
Micro Aspect Partners, LLC $813 0.01% 172
Small JFS WEALTH ADVISORS, LLC $808 0.01% 171
Small Caitong International Asset Management Co., Ltd $791 0.01% 188
Micro Signature Equity Partners, LLC $475 0.00% 113
Mid Sound Income Strategies, LLC $210 0.00% 50
Mid HARBOUR INVESTMENTS, INC. $122 0.00% 29
Large CWM, LLC $105 0.00% 25
Large DANSKE BANK A/S Bank $33 0.00% 8
Small Aventura Private Wealth, LLC $0 0.00% 0
Mid Farther Finance Advisors, LLC $0 0.00% 0
Mid EverSource Wealth Advisors, LLC $0 0.00% 0
Key facts CIK 1487428 CUSIP 44045A102 13F (30d) 12 filings 12 filers Visit website Investor relations

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