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Who owns HRZNWhat HRZN owns — n/a

Who owns Horizon Technology Finance Corporation?

Institutional ownership of HRZN from SEC Form 13F filings across 78 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

78

13F holders

$24.5M

value, 2026 filers

10.5%

of shares outstanding (5.2M sh)

47

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HRZN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY1.1M$5.0M0.0%2.1%+2125.2%
2MARSHALL WACE, LLP592,247$2.8M0.0%1.2%+244.8%
3Green Alpha Advisors, LLC429,913$2.0M1.4%0.9%-27.2%
4Legal & General Group Plc386,211$1.8M0.0%0.8%+17.5%
5BLAIR WILLIAM & CO/ILNEW239,073$1.1M0.0%0.5%new
6BANK OF AMERICA CORP /DE/225,732$1.1M0.0%0.5%+270.3%
7Connecticut Wealth Management, LLC214,509$1.0M0.0%0.4%+0.3%
8UBS Group AG195,466$924,5540.0%0.4%+35.6%
9BlackRock, Inc.180,902$855,6710.0%0.4%+0.8%
10Arax Advisory PartnersNEW126,305$597,4230.0%0.3%new
11Apollon Wealth Management, LLCNEW126,196$596,9070.0%0.3%new
12Focus Partners WealthNEW100,593$482,8020.0%0.2%new
13Corient Private Wealth LPNEW89,475$423,2170.0%0.2%new
14LPL Financial LLC81,942$387,5860.0%0.2%+212.9%
15COMMONWEALTH EQUITY SERVICES, LLCNEW81,264$384,3800.0%0.2%new
16TWO SIGMA INVESTMENTS, LP67,489$319,2230.0%0.1%-55.1%
17MILLENNIUM MANAGEMENT LLC60,674$286,9880.0%0.1%-20.1%
18Pathstone Holdings, LLC54,705$263,3430.0%0.1%+5.6%
19OSAIC HOLDINGS, INC.50,626$239,4590.0%0.1%+64.8%
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC49,241$232,9100.0%0.1%+11.2%
21ROYAL BANK OF CANADA47,242$223,0000.0%0.1%+131.5%
22Regal Investment Advisors LLC43,553$206,0040.0%0.1%0.0%
23RAYMOND JAMES FINANCIAL INC38,247$180,9060.0%0.1%+178.5%
24Quantbot Technologies LP36,325$171,8170.0%0.1%+93.5%
25Cerity Partners LLCNEW33,736$159,5700.0%0.1%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.