HRZN Institutional Ownership & Shareholders
HORIZON TECHNOLOGY FINANCE C (HRZN) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of HRZN tracked by InsiderSet, reporting ownership valued at approximately $4.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.30M, representing an estimated loss of -13.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed HRZN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Bulldog Investors, Llp, and several other long-term asset managers with concentrated positions in HORIZON TECHNOLOGY FINANCE C (HRZN).
This page ranks the largest institutional HRZN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$40.50M
Largest Holder
Morgan Stanley
Largest Position
$4.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
134
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,055,591 | $4,992,947 | $4,296,255 | -$696,692 | -13.95% | |
| Advisors Asset Management, Inc. | 0.06% | 249,486 | $3,971,817 | $1,015,408 | -$2,956,409 | -74.43% | |
| Bulldog Investors, Llp | 0.69% | 658,617 | $3,115,258 | $2,680,571 | -$434,687 | -13.95% | |
| Marshall Wace, Llp | 0.00% | 592,247 | $2,801,329 | $2,410,445 | -$390,884 | -13.95% | |
| Caprock Group, Llc | 0.04% | 454,442 | $2,163,143 | $1,849,579 | -$313,564 | -14.50% | |
| Legal & General Group Plc | 0.00% | 386,211 | $1,820,985 | $1,571,879 | -$249,106 | -13.68% | |
| Green Alpha Advisors, Llc | 1.20% | 386,781 | $1,775,325 | $1,574,199 | -$201,126 | -11.33% | |
| Eagle Point Credit Management Llc | 2.62% | 366,194 | $1,732,098 | $1,490,410 | -$241,688 | -13.95% | |
| Virtus Investment Advisers, Llc | 0.28% | 252,455 | $1,194,112 | $1,027,492 | -$166,620 | -13.95% | |
| Blair William & Co/Il | 0.00% | 239,073 | $1,130,817 | $973,027 | -$157,790 | -13.95% | |
| Bank Of America Corp | 0.00% | 225,732 | $1,067,712 | $918,729 | -$148,983 | -13.95% | |
| Connecticut Wealth Management, Llc | 0.04% | 215,519 | $989,234 | $877,162 | -$112,072 | -11.33% | |
| Ubs Group Ag | 0.00% | 195,466 | $924,554 | $795,547 | -$129,007 | -13.95% | |
| Blackrock, Inc. | 0.00% | 180,902 | $855,671 | $736,271 | -$119,400 | -13.95% | |
| Arax Advisory Partners | 0.00% | 126,305 | $597,423 | $514,061 | -$83,362 | -13.95% | |
| Apollon Wealth Management, Llc | 0.01% | 127,232 | $583,994 | $517,834 | -$66,160 | -11.33% | |
| Caz Investments Lp | 0.22% | 108,630 | $513,820 | $442,124 | -$71,696 | -13.95% | |
| Umb Bank, N.A. | 0.01% | 107,470 | $508,333 | $437,403 | -$70,930 | -13.95% | |
| Focus Partners Wealth | 0.00% | 100,593 | $482,802 | $409,414 | -$73,388 | -15.20% | |
| Aqr Capital Management Llc | 0.00% | 91,368 | $432,171 | $371,868 | -$60,303 | -13.95% | |
| Jackson Thornton Wealth Management, Llc | 0.03% | 90,609 | $428,580 | $368,779 | -$59,801 | -13.95% | |
| Corient Private Wealth Llc | 0.00% | 89,300 | $422,389 | $363,451 | -$58,938 | -13.95% | |
| Lpl Financial Llc | 0.00% | 81,942 | $387,586 | $333,504 | -$54,082 | -13.95% | |
| Fiera Capital Corp | 0.00% | 78,980 | $373,575 | $321,449 | -$52,126 | -13.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,716 | $356,720 | $316,304 | -$40,416 | -11.33% | |
| Two Sigma Investments, Lp | 0.00% | 67,489 | $319,223 | $274,680 | -$44,543 | -13.95% | |
| First Financial Bank - Trust Division | 0.02% | 65,573 | $300,980 | $266,882 | -$34,098 | -11.33% | |
| Millennium Management Llc | 0.00% | 60,674 | $286,988 | $246,943 | -$40,045 | -13.95% | |
| Canada Life Assurance Co | 0.00% | 59,941 | $282,000 | $243,960 | -$38,040 | -13.49% | |
| Lafleur & Godfrey Llc | 0.03% | 54,114 | $248,383 | $220,244 | -$28,139 | -11.33% | |
| Osaic Holdings, Inc. | 0.00% | 50,626 | $239,459 | $206,048 | -$33,411 | -13.95% | |
| Royal Bank Of Canada | 0.00% | 47,242 | $223,000 | $192,275 | -$30,725 | -13.78% | |
| Pathstone Holdings, Llc | 0.00% | 51,797 | $221,135 | $210,814 | -$10,321 | -4.67% | |
| Regal Investment Advisors Llc | 0.01% | 43,553 | $206,004 | $177,261 | -$28,743 | -13.95% | |
| Permanent Capital Management, Lp | 0.03% | 42,165 | $203,235 | $171,612 | -$31,623 | -15.56% | |
| Imc-Chicago, Llc | 0.00% | 40,074 | $189,550 | $163,101 | -$26,449 | -13.95% | |
| International Assets Investment Management, Llc | 0.01% | 40,570 | $187,433 | $165,120 | -$22,313 | -11.90% | |
| Raymond James Financial Inc | 0.00% | 38,247 | $180,906 | $155,665 | -$25,241 | -13.95% | |
| Quantbot Technologies Lp | 0.01% | 36,325 | $171,817 | $147,843 | -$23,974 | -13.95% | |
| Cerity Partners Llc | 0.00% | 33,736 | $159,570 | $137,306 | -$22,264 | -13.95% | |
| Ethos Financial Group, Llc | 0.01% | 33,100 | $156,563 | $134,717 | -$21,846 | -13.95% | |
| Baird Financial Group, Inc. | 0.00% | 31,280 | $147,954 | $127,310 | -$20,644 | -13.95% | |
| Freestone Capital Holdings, Llc | 0.00% | 29,817 | $141,038 | $121,355 | -$19,683 | -13.96% | |
| Magnolia Capital Advisors Llc | 0.02% | 28,849 | $136,453 | $117,415 | -$19,038 | -13.95% | |
| Wells Fargo & Company/Mn | 0.00% | 27,684 | $130,947 | $112,674 | -$18,273 | -13.95% | |
| Captrust Financial Advisors | 0.00% | 26,396 | $124,853 | $107,432 | -$17,421 | -13.95% | |
| Susquehanna International Group, Llp | 0.00% | 25,074 | $118,600 | $102,051 | -$16,549 | -13.95% | |
| Forum Financial Management, Lp | 0.00% | 24,760 | $113,649 | $100,773 | -$12,876 | -11.33% | |
| Private Advisor Group, Llc | 0.00% | 23,207 | $109,770 | $94,452 | -$15,318 | -13.95% | |
| Newedge Advisors, Llc | 0.00% | 21,413 | $101,283 | $87,151 | -$14,132 | -13.95% |
Frequently asked questions about HRZN
Who are the largest institutional holders of HRZN?
The largest institutional holders of HRZN reported in the latest SEC Form 13F filings include Morgan Stanley, Advisors Asset Management, Inc., Bulldog Investors, Llp, Marshall Wace, Llp, and Caprock Group, Llc. InsiderSet ranks institutional holders by their latest reported HRZN position.
What is HRZN institutional ownership?
This page tracks HRZN positions reported by institutional investment managers through SEC Form 13F. HORIZON TECHNOLOGY FINANCE C (HRZN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HRZN?
InsiderSet currently tracks 101 institutional managers reporting HRZN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HRZN shareholders.
How much HRZN stock do institutions own?
Institutional investment managers disclosed approximately $40.50M in HRZN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HRZN institutional ownership last updated?
The latest HRZN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HRZN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HRZN position after the reporting date.
Are institutions buying or selling HRZN?
Institutional buying and selling can be analyzed by comparing HRZN positions across consecutive 13F reporting periods. InsiderSet's HRZN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HRZN ownership changes.
How has HRZN institutional ownership changed over time?
InsiderSet tracks HRZN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.