Horizon Technology Finance Ownership | Who Owns Horizon Technology Finance?

Overview Forecast RevenueFinancials Chart Transcripts

Horizon Technology Finance Ownership Summary

Horizon Technology Finance is owned by 7.95% institutional investors, 1.33% insiders, and 90.72% retail investors. Green alpha advisors is the largest institutional shareholder, holding 0.79% of HRZN shares. TrueShares Active Yield ETF is the top mutual fund, with 1.35% of its assets in Horizon Technology Finance shares.

HRZN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Horizon Technology Finance	7.95%	1.33%	90.72%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	31.89%	9.87%	58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Green alpha advisors	290.45K	0.79%	$2.61M
Legal & general group	238.75K	0.65%	$2.15M
Connecticut wealth management	210.42K	0.63%	$2.53M
Truemark investments	209.38K	0.57%	$1.88M
Trexquant investment lp	198.45K	0.54%	$1.78M
Lpl financial	153.70K	0.46%	$1.85M
Blackrock funding, inc. /de	160.54K	0.44%	$1.44M
Ubs group	153.57K	0.42%	$1.38M
Blackrock	129.74K	0.39%	$1.56M
Eqis capital management	117.24K	0.32%	$1.05M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Green alpha advisors	290.45K	2.09%	$2.61M
Truemark investments	209.38K	0.60%	$1.88M
Etf store	47.47K	0.53%	$426.77K
Connecticut wealth management	210.42K	0.13%	$2.53M
Eqis capital management	117.24K	0.09%	$1.05M
Crew capital management	11.06K	0.08%	$99.40K
Jackson thornton asset management	36.82K	0.04%	$331.04K
First financial bank - trust division	45.73K	0.04%	$411.07K
Trexquant investment lp	198.45K	0.02%	$1.78M
Virtu financial	31.73K	0.02%	$285.00K

Top Buyers

Holder	Shares	% Assets	Change
Truemark investments	209.38K	0.60%	209.38K
Ubs group	153.57K	0.00%	139.08K
Trexquant investment lp	198.45K	0.02%	131.50K
Green alpha advisors	290.45K	2.09%	63.71K
Jackson thornton asset management	36.82K	0.04%	36.82K

Top Sellers

Holder	Shares	% Assets	Change
Marshall wace, llp	-	-	-143.22K
Virtus etf advisers	-	-	-124.43K
Millennium management	-	-	-96.34K
Strategic financial concepts	-	-	-87.65K
Advisors asset management	-	-	-69.34K

New Positions

Holder	Shares	% Assets	Change	Value
Truemark investments	209.38K	0.60%	209.38K	$1.88M
Aqr capital management	36.82K	0.00%	36.82K	$331.04K
Jackson thornton asset management	36.82K	0.04%	36.82K	$331.04K
Virtu financial	31.73K	0.02%	31.73K	$285.00K
D. e. shaw	24.45K	0.00%	24.45K	$219.78K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Fmr	-3.00
Ifp advisors	-8.00
Parallel advisors	-10.00
Qube research	-31.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	66	-18.52%	3,198,301	-7.10%	7	8.97%	34	-30.61%	16	-5.88%
Dec 31, 2024	39	-41.79%	1,409,548	-44.84%	3	7.89%	25	-30.56%	5	-64.29%
Sep 30, 2024	67	11.67%	2,555,535	13.02%	6	17.16%	36	24.14%	14	-
Jun 30, 2024	59	-9.23%	2,217,611	5.06%	6	14.20%	28	-17.65%	14	-26.32%
Mar 31, 2024	65	10.17%	2,110,880	25.82%	6	25.51%	34	6.25%	19	11.76%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
TrueShares Active Yield ETF	543.12K	1.35%	-4.09K
iShares Listed Private Eq ETF USD Dist	232.40K	0.58%	-
Virtus Private Credit ETF	126.82K	0.31%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	67.74K	0.17%	11.72K
AXS Green Alpha ETF	67.80K	0.17%	-
FondsSecure Systematik	20.00K	0.06%	-
FlexShares® Listed Priv Eq ETF USD Acc	13.78K	0.03%	-
Fidelity Nasdaq Composite Index	7.99K	0.02%	-
Green Alpha Growth & Income Portfolio	2.18K	0.01%	-
Undrly L&G Pen PMC Consensus Idx	993.00	0.00%	-43.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Balkin Michael	-	Buy	$170.60K
Nov 25, 2024	Michaud Gerald A.	President	Buy	$74.52K
Nov 13, 2024	SAVAGE JOSEPH J	-	Buy	$46.75K
Nov 14, 2024	SAVAGE JOSEPH J	-	Buy	$41.40K
Aug 05, 2024	Goodman Jonathan Joseph	-	Buy	$25.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	4	-
2024 Q3	2	-
2024 Q1	1	-
2023 Q3	-	-
2023 Q1	-	-

HRZN Ownership FAQ

Who Owns Horizon Technology Finance?

Horizon Technology Finance shareholders are primarily institutional investors at 7.95%, followed by 1.33% insiders and 90.72% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 31.89%, which Horizon Technology Finance falls below.

Who owns the most shares of Horizon Technology Finance?

Horizon Technology Finance’s largest shareholders are Green alpha advisors (290.45K shares, 0.79%), Legal & general group (238.75K shares, 0.65%), and Connecticut wealth management (210.42K shares, 0.63%). Together, they hold 2.07% of Horizon Technology Finance’s total shares outstanding.

Does Blackrock own Horizon Technology Finance?

Yes, BlackRock owns 0.39% of Horizon Technology Finance, totaling 129.74K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.56M$. In the last quarter, BlackRock decreased its holdings by -1.03K shares, a -0.79% change.

Who is Horizon Technology Finance’s biggest shareholder by percentage of total assets invested?

Green alpha advisors is Horizon Technology Finance’s biggest shareholder by percentage of total assets invested, with 2.09% of its assets in 290.45K Horizon Technology Finance shares, valued at 2.61M$.

Who is the top mutual fund holder of Horizon Technology Finance shares?

TrueShares Active Yield ETF is the top mutual fund holder of Horizon Technology Finance shares, with 1.35% of its total shares outstanding invested in 543.12K Horizon Technology Finance shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools