Horizon Technology Finance Ownership | Who Owns Horizon Technology Finance?

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Horizon Technology Finance Ownership Summary

Horizon Technology Finance is owned by 7.63% institutional investors, 1.21% insiders, and 91.16% retail investors. Green alpha advisors is the largest institutional shareholder, holding 1.21% 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	7.63%	1.21%	91.16%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Green alpha advisors	500.03K	1.21%	$3.05M
Marshall wace, llp	347.78K	0.84%	$2.12M
Blackrock funding, inc. /de	300.57K	0.73%	$1.83M
Legal & general group	247.80K	0.60%	$1.51M
Connecticut wealth management	212.03K	0.51%	$1.29B
Virtus investment advisers	211.28K	0.51%	$1.29M
Blackrock	129.74K	0.39%	$1.56M
Ubs group	106.96K	0.26%	$652.48K
Royal bank of canada	77.95K	0.19%	$475.00K
Morgan stanley	73.22K	0.18%	$446.66K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Green alpha advisors	500.03K	2.94%	$3.05M
Etf store	57.82K	0.37%	$352.69K
Virtus investment advisers	211.28K	0.37%	$1.29M
Oxford asset management llp	34.16K	0.08%	$208.39K
Connecticut wealth management	212.03K	0.06%	$1.29B
First financial bank - trust division	45.73K	0.02%	$278.92K
Jackson thornton asset management	34.58K	0.02%	$211.97K
Nova wealth management	3.72K	0.02%	$22.70K
Sheaff brock investment advisors	10.21K	0.01%	$91.74K
Aquatic capital management	64.83K	0.01%	$395.47K

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	347.78K	0.00%	333.50K
Green alpha advisors	500.03K	2.94%	112.30K
Magnetar financial	71.24K	0.00%	71.24K
Blackrock funding, inc. /de	300.57K	-	67.55K
Aquatic capital management	64.83K	0.01%	64.83K

Top Sellers

Holder	Shares	% Assets	Change
Truemark investments	-	-	-272.51K
Trexquant investment lp	-	-	-197.54K
Virtus etf advisers	-	-	-124.43K
Eqis capital management	-	-	-106.85K
Millennium management	-	-	-96.34K

New Positions

Holder	Shares	% Assets	Change	Value
Magnetar financial	71.24K	0.00%	71.24K	$434.58K
Aquatic capital management	64.83K	0.01%	64.83K	$395.47K
Brevan howard capital management lp	40.20K	0.00%	40.20K	$245.20K
Aqr capital management	36.82K	0.00%	36.82K	$331.04K
D. e. shaw	24.45K	0.00%	24.45K	$219.78K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Ifp advisors	-8.00
Parallel advisors	-10.00
Qube research	-31.00
Camelot portfolios	-39.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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	-

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	231.31K	0.54%	-
Virtus Private Credit ETF	177.77K	0.42%	-
AXS Green Alpha ETF	171.05K	0.40%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	78.20K	0.19%	10.45K
FID DC L&G Diversified Fund	72.29K	0.18%	72.29K
FondsSecure Systematik	20.00K	0.06%	-
FlexShares® Listed Priv Eq ETF USD Acc	13.64K	0.03%	-
Fidelity Nasdaq Composite Index	7.99K	0.02%	-
Green Alpha Growth & Income Portfolio	2.18K	0.01%	-

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 7.63%, followed by 1.21% insiders and 91.16% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 33.74%, 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 (500.03K shares, 1.21%), Marshall wace, llp (347.78K shares, 0.84%), and Blackrock funding, inc. /de (300.57K shares, 0.73%). Together, they hold 2.79% 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 2.94% of its assets in 500.03K Horizon Technology Finance shares, valued at 3.05M$.

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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