HORIZON TECHNOLOGY FINANCE C HRZN
$4.72
-0.2% 52w: $3.74 – $7.03
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data3.745.397.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
-10 QoQ
13F value
$13.5M
-47.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.0×
$178K calls / $60K puts
Institutional value by quarter
Number of holders
Who owns HRZN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Green Alpha Advisors, LLC | Other | 590.1K | $2.5M | 2.4% | +5.6% |
| Eagle Point Credit Management LLC ★2 | Fundamental concentrated | 366.2K | $1.5M | 2.4% | -1.0% |
| Legal & General Group Plc | Diversified mechanical | 328.7K | $1.4M | 0.0% | +7.1% |
| Connecticut Wealth Management, LLC | Wealth advisor | 213.8K | $900K | 0.0% | +0.5% |
| BlackRock, Inc. | Index provider | 179.5K | $756K | 0.0% | -37.7% |
| MARSHALL WACE, LLP | Quant stat arb | 171.8K | $723K | 0.0% | -39.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 150.2K | $632K | 0.0% | -71.1% |
| UBS Group AG | Bank broker | 144.1K | $607K | 0.0% | +260.5% |
| Virtus Investment Advisers, LLC | Other | 144.0K | $606K | 0.2% | -14.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 76.0K | $320K | 0.0% | +557.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | Wealth advisor | 65.6K | $276K | 0.0% | Held |
| IMC-Chicago, LLC | Market maker | 61.8K | $260K | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 61.0K | $257K | 0.0% | -4.7% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 56.5K | $240K | 0.0% | +6.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 51.8K | $221K | 0.0% | +4.4% |
| MORGAN STANLEY | Bank broker | 47.4K | $200K | 0.0% | -38.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 44.3K | $185K | 0.0% | -17.3% |
| Regal Investment Advisors LLC | Wealth advisor | 43.6K | $183K | 0.0% | -11.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 33.0K | $149K | 0.0% | -3.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 33.0K | $139K | 0.0% | -3.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 30.7K | $129K | 0.0% | -7.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 27.7K | $117K | 0.0% | -7.7% |
| OXFORD ASSET MANAGEMENT LLP | Quant stat arb | 27.5K | $116K | 0.0% | +34.0% |
| LPL Financial LLC | Bank broker | 26.2K | $110K | 0.0% | -29.7% |
| ROYAL BANK OF CANADA | Bank broker | 20.4K | $86K | 0.0% | +0.6% |
| Cetera Investment Advisers | Wealth advisor | 19.9K | $84K | 0.0% | -6.9% |
| Quantbot Technologies LP | Diversified mechanical | 18.8K | $79K | 0.0% | -69.5% |
| Virtu Financial LLC | Market maker | 17.1K | $72K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 16.7K | $70K | 0.0% | -5.0% |
| TWO SIGMA SECURITIES, LLC | Market maker | 16.5K | $69K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.7K | $58K | 0.0% | -8.8% |
| Tower Research Capital LLC (TRC) | Market maker | 13.5K | $57K | 0.0% | +807.8% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 12.5K | $52K | 0.0% | New |
| ADELL HARRIMAN & CARPENTER INC ★2 | Fundamental diversified | 12.0K | $51K | 0.0% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 11.9K | $50K | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 11.9K | $50K | 0.0% | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 11.4K | $48K | 0.0% | +9.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 10.0K | $42K | 0.0% | New |
| SIMPLEX TRADING, LLC | Market maker | 6.9K | $29K | 0.0% | +206.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.7K | $11K | 0.0% | New |
| N.E.W. Advisory Services LLC | Wealth advisor | 2.1K | $9K | 0.0% | -48.7% |
| Allworth Financial LP | Wealth advisor | 1.1K | $5K | 0.0% | -88.8% |
| Chung Wu Investment Group, LLC | Other | 1.1K | $5K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 777 | $3K | 0.0% | +5.6% |
| PIN OAK INVESTMENT ADVISORS INC | Other | 800 | $3K | 0.0% | Held |
| SALEM INVESTMENT COUNSELORS INC | Diversified mechanical | 700 | $3K | 0.0% | New |
| Caitong International Asset Management Co., Ltd | Diversified mechanical | 188 | $791 | 0.0% | -82.7% |
| KERR FINANCIAL PLANNING Corp | Other | 203 | $788 | 0.0% | New |
| Aspect Partners, LLC | Wealth advisor | 167 | $704 | 0.0% | +5.7% |
| Signature Equity Partners, LLC | Wealth advisor | 113 | $474 | 0.0% | Held |
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