HORIZON TECHNOLOGY FINANCE C (HRZN) Institutional Shareholders
HORIZON TECHNOLOGY FINANCE C (HRZN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $36.96M in HRZN holdings during the latest filing period.
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 $5.29M, representing an estimated gain of +5.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed HRZN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bulldog Investors, Llp, Marshall Wace, 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
107
Total Reported Value
$36.96M
Largest Holder
Morgan Stanley
Largest Position
$4.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
133
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 | $5,288,511 | +$295,564 | +5.92% | |
| Bulldog Investors, Llp | 0.69% | 658,617 | $3,115,258 | $3,299,671 | +$184,413 | +5.92% | |
| Marshall Wace, Llp | 0.00% | 592,247 | $2,801,329 | $2,967,157 | +$165,828 | +5.92% | |
| Caprock Group, Llc | 0.04% | 454,442 | $2,163,143 | $2,276,754 | +$113,611 | +5.25% | |
| Green Alpha Advisors, Llc | 1.36% | 429,913 | $2,033,489 | $2,153,864 | +$120,375 | +5.92% | |
| Legal & General Group Plc | 0.00% | 386,211 | $1,820,985 | $1,934,917 | +$113,932 | +6.26% | |
| Eagle Point Credit Management Llc | 2.62% | 366,194 | $1,732,098 | $1,834,632 | +$102,534 | +5.92% | |
| Virtus Investment Advisers, Llc | 0.28% | 252,455 | $1,194,112 | $1,264,800 | +$70,688 | +5.92% | |
| Blair William & Co/Il | 0.00% | 239,073 | $1,130,817 | $1,197,756 | +$66,939 | +5.92% | |
| Bank Of America Corp | 0.00% | 225,732 | $1,067,712 | $1,130,917 | +$63,205 | +5.92% | |
| Connecticut Wealth Management, Llc | 0.04% | 214,509 | $1,014,628 | $1,074,690 | +$60,062 | +5.92% | |
| Ubs Group Ag | 0.00% | 195,466 | $924,554 | $979,285 | +$54,731 | +5.92% | |
| Blackrock, Inc. | 0.00% | 180,902 | $855,671 | $906,319 | +$50,648 | +5.92% | |
| Arax Advisory Partners | 0.00% | 126,305 | $597,423 | $632,788 | +$35,365 | +5.92% | |
| Apollon Wealth Management, Llc | 0.01% | 126,196 | $596,907 | $632,242 | +$35,335 | +5.92% | |
| Lafleur & Godfrey Llc | 0.06% | 114,526 | $541,708 | $573,775 | +$32,067 | +5.92% | |
| Caz Investments Lp | 0.56% | 108,630 | $513,820 | $544,236 | +$30,416 | +5.92% | |
| Umb Bank, N.A. | 0.01% | 107,470 | $508,333 | $538,425 | +$30,092 | +5.92% | |
| Focus Partners Wealth | 0.00% | 100,593 | $482,802 | $503,971 | +$21,169 | +4.38% | |
| Aqr Capital Management Llc | 0.00% | 91,368 | $432,171 | $457,754 | +$25,583 | +5.92% | |
| Jackson Thornton Wealth Management, Llc | 0.03% | 90,609 | $428,580 | $453,951 | +$25,371 | +5.92% | |
| Corient Private Wealth Llc | 0.00% | 89,475 | $423,217 | $448,270 | +$25,053 | +5.92% | |
| Lpl Financial Llc | 0.00% | 81,942 | $387,586 | $410,529 | +$22,943 | +5.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 81,264 | $384,380 | $407,133 | +$22,753 | +5.92% | |
| Fiera Capital Corp | 0.00% | 78,980 | $373,575 | $395,690 | +$22,115 | +5.92% | |
| Two Sigma Investments, Lp | 0.00% | 67,489 | $319,223 | $338,120 | +$18,897 | +5.92% | |
| First Financial Bank - Trust Division | 0.02% | 65,573 | $310,160 | $328,521 | +$18,361 | +5.92% | |
| Millennium Management Llc | 0.00% | 60,674 | $286,988 | $303,977 | +$16,989 | +5.92% | |
| Osaic Holdings, Inc. | 0.00% | 50,626 | $239,459 | $253,636 | +$14,177 | +5.92% | |
| International Assets Investment Management, Llc | 0.01% | 49,241 | $232,910 | $246,697 | +$13,787 | +5.92% | |
| Royal Bank Of Canada | 0.00% | 47,242 | $223,000 | $236,682 | +$13,682 | +6.14% | |
| Pathstone Holdings, Llc | 0.00% | 51,797 | $221,135 | $259,503 | +$38,368 | +17.35% | |
| Regal Investment Advisors Llc | 0.01% | 43,553 | $206,004 | $218,201 | +$12,197 | +5.92% | |
| Permanent Capital Management, Lp | 0.03% | 42,165 | $203,235 | $211,247 | +$8,012 | +3.94% | |
| Imc-Chicago, Llc | 0.00% | 40,074 | $189,550 | $200,771 | +$11,221 | +5.92% | |
| Raymond James Financial Inc | 0.00% | 38,247 | $180,906 | $191,617 | +$10,711 | +5.92% | |
| Quantbot Technologies Lp | 0.01% | 36,325 | $171,817 | $181,988 | +$10,171 | +5.92% | |
| Cerity Partners Llc | 0.00% | 33,736 | $159,570 | $169,017 | +$9,447 | +5.92% | |
| Ethos Financial Group, Llc | 0.01% | 33,100 | $156,563 | $165,831 | +$9,268 | +5.92% | |
| Baird Financial Group, Inc. | 0.00% | 31,280 | $147,954 | $156,713 | +$8,759 | +5.92% | |
| Freestone Capital Holdings, Llc | 0.00% | 29,817 | $141,038 | $149,383 | +$8,345 | +5.92% | |
| Magnolia Capital Advisors Llc | 0.02% | 28,849 | $136,453 | $144,533 | +$8,080 | +5.92% | |
| Wells Fargo & Company/Mn | 0.00% | 27,684 | $130,947 | $138,697 | +$7,750 | +5.92% | |
| Koshinski Asset Management, Inc. | 0.01% | 27,279 | $129,028 | $136,668 | +$7,640 | +5.92% | |
| Captrust Financial Advisors | 0.00% | 26,396 | $124,853 | $132,244 | +$7,391 | +5.92% | |
| Susquehanna International Group, Llp | 0.00% | 25,074 | $118,600 | $125,621 | +$7,021 | +5.92% | |
| Forum Financial Management, Lp | 0.00% | 24,760 | $117,115 | $124,048 | +$6,933 | +5.92% | |
| Private Advisor Group, Llc | 0.00% | 23,207 | $109,770 | $116,267 | +$6,497 | +5.92% | |
| Newedge Advisors, Llc | 0.00% | 21,413 | $101,283 | $107,279 | +$5,996 | +5.92% | |
| Rothschild Investment Llc | 0.00% | 20,987 | $99,269 | $105,145 | +$5,876 | +5.92% |
Frequently asked questions about HRZN
Who owns the most HRZN stock?
The largest holders of HRZN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HORIZON TECHNOLOGY FINANCE C (HRZN).
Is HRZN widely held by superinvestors?
Many widely followed stocks like HRZN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HRZN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.