HRZN Horizon Technology Finance Corp
Horizon Technology Finance Corp (HRZN) Institutional Ownership
What the institutions did with HRZN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 1.1M | 13.1% |
| Bulldog Investors, LLP | 658.6K | 8.1% |
| MARSHALL WACE, LLP | 592.2K | 7.3% |
| Caprock Group, LLC | 454.4K | 5.6% |
| Green Alpha Advisors, LLC | 429.9K | 5.3% |
| Legal & General Group Plc | 386.2K | 4.8% |
| Eagle Point Credit Management LLC | 366.2K | 4.5% |
| Virtus Investment Advisers, LLC | 252.5K | 3.1% |
| BLAIR WILLIAM & CO/IL | 239.1K | 3.0% |
| BANK OF AMERICA CORP /DE/ | 225.7K | 2.8% |
| CAZ INVESTMENTS LP | 217.3K | 2.7% |
| Connecticut Wealth Management, LLC | 214.5K | 2.7% |
| UBS Group AG | 195.5K | 2.4% |
| BlackRock, Inc. | 180.9K | 2.2% |
| Arax Advisory Partners | 126.3K | 1.6% |
| Apollon Wealth Management, LLC | 126.2K | 1.6% |
| LaFleur & Godfrey LLC | 114.5K | 1.4% |
| UMB Bank, n.a. | 107.5K | 1.3% |
| Focus Partners Wealth | 100.6K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 91.4K | 1.1% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 90.6K | 1.1% |
| Corient Private Wealth LP | 89.3K | 1.1% |
| LPL Financial LLC | 81.9K | 1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 81.3K | 1.0% |
| Fiera Capital Corp | 79.0K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Increased | 47.4K | 1.1M | +1.0M |
| Bulldog Investors, LLP | New | 0 | 658.6K | +658.6K |
| Caprock Group, LLC | New | 0 | 454.4K | +454.4K |
| MARSHALL WACE, LLP | Increased | 171.8K | 592.2K | +420.5K |
| BLAIR WILLIAM & CO/IL | New | 0 | 239.1K | +239.1K |
| CAZ INVESTMENTS LP | New | 0 | 217.3K | +217.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 61.0K | 225.7K | +164.8K |
| Green Alpha Advisors, LLC | Reduced | 590.1K | 429.9K | -160.2K |
| Arax Advisory Partners | New | 0 | 126.3K | +126.3K |
| LaFleur & Godfrey LLC | New | 0 | 114.5K | +114.5K |
| Virtus Investment Advisers, LLC | Increased | 144.0K | 252.5K | +108.5K |
| UMB Bank, n.a. | New | 0 | 107.5K | +107.5K |
| Focus Partners Wealth | New | 0 | 100.6K | +100.6K |
| Corient Private Wealth LP | New | 0 | 89.3K | +89.3K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 150.2K | 67.5K | -82.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 81.3K | +81.3K |
| Fiera Capital Corp | New | 0 | 79.0K | +79.0K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 33.0K | 91.4K | +58.4K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Increased | 33.0K | 90.6K | +57.6K |
| Legal & General Group Plc | Increased | 328.7K | 386.2K | +57.6K |
| LPL Financial LLC | Increased | 26.2K | 81.9K | +55.8K |
| UBS Group AG | Increased | 144.1K | 195.5K | +51.3K |
| Permanent Capital Management, LP | New | 0 | 42.2K | +42.2K |
| Cerity Partners LLC | New | 0 | 33.7K | +33.7K |
| Ethos Financial Group, LLC | New | 0 | 33.1K | +33.1K |
| Baird Financial Group, Inc. | New | 0 | 31.3K | +31.3K |
| Freestone Capital Holdings, LLC | New | 0 | 29.8K | +29.8K |
| MAGNOLIA CAPITAL ADVISORS LLC | New | 0 | 28.8K | +28.8K |
| Koshinski Asset Management, Inc. | New | 0 | 27.3K | +27.3K |
| ROYAL BANK OF CANADA | Increased | 20.4K | 47.2K | +26.8K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 26.4K | +26.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 25.1K | +25.1K |
| Forum Financial Management, LP | New | 0 | 24.8K | +24.8K |
| RAYMOND JAMES FINANCIAL INC | Increased | 13.7K | 38.2K | +24.5K |
| Private Advisor Group, LLC | New | 0 | 23.2K | +23.2K |
| IMC-Chicago, LLC | Reduced | 61.8K | 40.1K | -21.7K |
| NewEdge Advisors, LLC | New | 0 | 21.4K | +21.4K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 21.3K | +21.3K |
| ROTHSCHILD INVESTMENT LLC | New | 0 | 21.0K | +21.0K |
| Fiduciary Group, LLC | New | 0 | 20.7K | +20.7K |
| OSAIC HOLDINGS, INC. | Increased | 30.7K | 50.6K | +19.9K |
| HRT FINANCIAL LP | New | 0 | 19.8K | +19.8K |
| Squarepoint Ops LLC | New | 0 | 19.7K | +19.7K |
| D.A. DAVIDSON & CO. | New | 0 | 19.1K | +19.1K |
| Equitable Holdings, Inc. | New | 0 | 19.0K | +19.0K |
| Rockefeller Capital Management L.P. | New | 0 | 18.4K | +18.4K |
| Quantbot Technologies LP | Increased | 18.8K | 36.3K | +17.6K |
| Virtu Financial LLC | Sold Out | 17.1K | 0 | -17.1K |
| LifeWealth Investments, LLC | New | 0 | 16.9K | +16.9K |
| Leading Edge Financial Planning LLC | New | 0 | 16.7K | +16.7K |
| ENVESTNET ASSET MANAGEMENT INC | Sold Out | 16.7K | 0 | -16.7K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 16.5K | 0 | -16.5K |
| JANE STREET GROUP, LLC | New | 0 | 16.1K | +16.1K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 76.0K | 60.7K | -15.3K |
| Southeast Asset Advisors, LLC | New | 0 | 15.0K | +15.0K |
| OXFORD ASSET MANAGEMENT LLP | Reduced | 27.5K | 12.5K | -15.0K |
| Centennial Bank/AR/ | New | 0 | 15.0K | +15.0K |
| Mariner, LLC | New | 0 | 14.8K | +14.8K |
| XTX Topco Ltd | New | 0 | 14.3K | +14.3K |
| Cresset Asset Management, LLC | New | 0 | 14.3K | +14.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.