Institutional Ownership Horizon Technology Finance Corp (HRZN)
This table provides information about the institutional ownership of Horizon Technology Finance Corp (HRZN). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
387,726
shares
|
$2.79 Million
3.2% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
267,323
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
211,358
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
177,768
shares
|
$1.28 Million
0.45% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
129,736
shares
|
$934,099
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
106,849
shares
|
$769,312
0.06% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
88,770
shares
|
$639,144
0.0% of portfolio
|
Q2 2025
Reduced 66.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
84,268
shares
|
$606,729
0.0% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
76,248
shares
|
$548,985
0.0% of portfolio
|
Q2 2025
Added 68.46%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
70,297
shares
|
$506,138
0.0% of portfolio
|
Q2 2025
Reduced 70.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
64,419
shares
|
$463,816
0.0% of portfolio
|
Q2 2025
Added 233.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
64,344
shares
|
$463,276
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
57,135
shares
|
$411,372
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
56,078
shares
|
$403,761
0.48% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
50,160
shares
|
$361,152
0.0% of portfolio
|
Q2 2025
Reduced 56.93%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
45,725
shares
|
$329,220
0.03% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
43,268
shares
|
$311,529
0.0% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
43,216
shares
|
$311,155
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
39,313
shares
|
$283,053
0.0% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
35,647
shares
|
$256,658
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
35,647
shares
|
$256,658
0.03% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
34,918
shares
|
$251,409
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,014
shares
|
$237,700
0.0% of portfolio
|
Q2 2023
Reduced 1.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
23,510
shares
|
$169,272
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,926
shares
|
$150,667
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|