Horizon Technology Finance Ownership | Who Owns Horizon Technology Finance?

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Horizon Technology Finance Ownership Summary

Horizon Technology Finance is owned by 16.83% institutional investors, 0.76% insiders, and 82.41% retail investors. Morgan stanley is the largest institutional shareholder, holding 2.23% 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	16.83%	0.76%	82.41%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Asset Management Stocks	47.59%	11.88%	40.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	1.06M	2.23%	$4.99M
Bulldog investors, llp	658.62K	1.39%	$3.12M
Marshall wace, llp	592.25K	1.25%	$2.80M
Caprock group	454.44K	0.96%	$2.16M
Green alpha advisors	429.91K	0.91%	$2.03M
Legal & general group	386.21K	0.82%	$1.82M
Eagle point credit management	366.19K	0.77%	$1.73M
Virtus investment advisers	252.46K	0.53%	$1.19M
Blair william & co/il	239.07K	0.51%	$1.13M
Bank of america corp /de/	225.73K	0.48%	$1.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Eagle point credit management	366.19K	2.62%	$1.73M
Green alpha advisors	429.91K	1.36%	$2.03M
Bulldog investors, llp	658.62K	0.69%	$3.12M
Caz investments lp	108.63K	0.54%	$513.82K
Virtus investment advisers	252.46K	0.28%	$1.19M
Lafleur & godfrey	114.53K	0.06%	$541.71K
Caprock group	454.44K	0.04%	$2.16M
Connecticut wealth management	214.51K	0.04%	$1.01M
Jackson thornton asset management	90.61K	0.03%	$428.58K
Oxford asset management llp	12.46K	0.03%	$58.91K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	1.06M	0.00%	1.01M
Bulldog investors, llp	658.62K	0.69%	658.62K
Caprock group	454.44K	0.04%	454.44K
Marshall wace, llp	592.25K	0.00%	420.47K
Blair william & co/il	239.07K	0.00%	239.07K

Top Sellers

Holder	Shares	% Assets	Change
Truemark investments	-	-	-272.51K
Trexquant investment lp	-	-	-197.54K
Green alpha advisors	429.91K	1.36%	-160.23K
Virtus etf advisers	-	-	-124.43K
Eqis capital management	-	-	-106.85K

New Positions

Holder	Shares	% Assets	Change	Value
Bulldog investors, llp	658.62K	0.69%	658.62K	$3.12M
Caprock group	454.44K	0.04%	454.44K	$2.16M
Blair william & co/il	239.07K	0.00%	239.07K	$1.13M
Srs capital advisors	126.31K	0.00%	126.31K	$597.42K
Apollon wealth management	126.20K	0.01%	126.20K	$596.91K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Eversource wealth advisors	-4.00
Ifp advisors	-8.00
Parallel advisors	-10.00
Citigroup	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	113	94.83%	7,962,982	148.75%	16	36.77%	92	228.57%	9	-59.09%
Mar 31, 2026	29	-57.35%	2,050,459	-48.75%	4	5.62%	16	-54.29%	8	-60.00%
Dec 31, 2025	42	-37.31%	2,755,194	-14.20%	6	10.53%	22	-31.25%	10	-44.44%
Sep 30, 2025	63	3.28%	3,145,860	24.39%	7	20.27%	31	-8.82%	17	41.67%
Jun 30, 2025	64	-3.03%	2,608,795	-18.45%	6	10.01%	34	3.03%	15	-11.76%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
TrueShares Active Yield ETF	543.12K	1.35%	-4.09K
High Income Securities	308.18K	0.46%	-3.89K
Virtus Private Credit ETF	252.46K	0.38%	-
iShares Listed Private Eq ETF USD Dist	174.28K	0.26%	-
AXS Green Alpha ETF	169.36K	0.25%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	89.08K	0.13%	12.98K
FID DC L&G Diversified Fund	71.76K	0.11%	71.76K
FondsSecure Systematik	20.00K	0.06%	-
FlexShares® Listed Priv Eq ETF USD Acc	16.64K	0.04%	-
FID DC L&G Retirement Income MA Fund	16.30K	0.02%	1.50K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2026	ALLISON THOMAS J.	-	Buy	$26.16K
Jun 09, 2026	O'Connor Kimberley Ann	-	Buy	$43.70K
Jun 09, 2026	Goodman Jonathan Joseph	-	Buy	$25.95K
Jun 10, 2026	Trolio Daniel R.	Executive VP and CFO	Buy	$49.91K
Jun 09, 2026	Seitz Paul G	Chief Investment Officer	Buy	$49.92K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	7	-
2025 Q2	-	-
2024 Q4	4	-
2024 Q3	2	-
2024 Q1	1	-

HRZN Ownership FAQ

Who Owns Horizon Technology Finance?

Horizon Technology Finance shareholders are primarily institutional investors at 16.83%, followed by 0.76% insiders and 82.41% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 47.59%, which Horizon Technology Finance falls below.

Who owns the most shares of Horizon Technology Finance?

Horizon Technology Finance’s largest shareholders are Morgan stanley (1.06M shares, 2.23%), Bulldog investors, llp (658.62K shares, 1.39%), and Marshall wace, llp (592.25K shares, 1.25%). Together, they hold 4.87% of Horizon Technology Finance’s total shares outstanding.

Does Blackrock own Horizon Technology Finance?

BlackRock is not among the top 10 institutional shareholders of Horizon Technology Finance.

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

Eagle point credit management is Horizon Technology Finance’s biggest shareholder by percentage of total assets invested, with 2.62% of its assets in 366.19K Horizon Technology Finance shares, valued at 1.73M$.

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.

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