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Horizon Technology Finance Ownership | Who Owns Horizon Technology Finance?

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Horizon Technology Finance Ownership Summary

Horizon Technology Finance is owned by 6.99% institutional investors, 1.30% insiders, and 91.72% retail investors. Legal & general group is the largest institutional shareholder, holding 0.83% of HRZN shares. TrueShares Active Yield ETF is the top mutual fund, with 0.53% of its assets in Horizon Technology Finance shares.

HRZN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHorizon Technology Finance6.99%1.30%91.72%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryAsset Management Stocks41.88%9.11%49.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Legal & general group278.79K0.83%$3.36M
Green alpha advisors290.45K0.79%$2.61M
Connecticut wealth management210.42K0.63%$2.53M
Two sigma investments, lp181.55K0.54%$2.19M
Lpl financial153.70K0.46%$1.85M
Blackrock129.74K0.39%$1.56M
Eqis capital management107.47K0.32%$1.29M
Virtus etf advisers87.05K0.26%$1.05M
Strategic financial concepts87.65K0.24%$87.65M
Advisors asset management76.03K0.23%$915.46K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Green alpha advisors290.45K2.09%$2.61M
Etf store50.94K0.63%$613.34K
Virtus etf advisers87.05K0.51%$1.05M
Sage capital management25.00K0.16%$301.00K
Connecticut wealth management210.42K0.13%$2.53M
Eqis capital management107.47K0.11%$1.29M
First affirmative financial network16.13K0.08%$145.01K
Nia impact advisors12.59K0.05%$151.56K
First financial bank - trust division45.73K0.04%$411.07K
Pin oak investment advisors1.90K0.02%$23.00K

Top Buyers

HolderShares% AssetsChange
Two sigma investments, lp181.55K0.01%109.30K
Strategic financial concepts87.65K0.02%87.65K
Green alpha advisors290.45K2.09%63.71K
Hrt financial lp61.01K0.00%61.01K
Two sigma advisers, lp49.60K0.00%49.60K

Top Sellers

HolderShares% AssetsChange
Advisors asset management76.03K0.02%-50.24K
International assets investment management---50.05K
Dynamic technology lab private---31.43K
Commonwealth equity services---23.78K
Virtu financial---22.61K

New Positions

HolderShares% AssetsChangeValue
Hrt financial lp61.01K0.00%61.01K$734.00K
Two sigma advisers, lp49.60K0.00%49.60K$597.15K
First affirmative financial network16.13K0.08%16.13K$145.01K
Clearstead advisors14.00K0.00%14.00K$168.56K
Mutual advisors11.52K0.00%11.52K$105.89K

Sold Out

HolderChange
Creekmur asset management-1.00
Northwestern mutual wealth management-10.00
Qube research-31.00
Camelot portfolios-39.00
Financial gravity asset management-67.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20246711.67%2,555,53513.02%617.16%3624.14%14-
Jun 30, 202459-9.23%2,217,6115.06%614.20%28-17.65%14-26.32%
Mar 31, 20246510.17%2,110,88025.82%625.51%346.25%1911.76%
Dec 31, 20235920.41%1,677,693-2.08%515.58%323.23%1788.89%
Sep 30, 202349-7.55%1,713,3247.42%518.04%31-8.82%9-18.18%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
TrueShares Active Yield ETF211.97K0.53%-
iShares Listed Private Eq ETF USD Dist170.40K0.43%-
Virtus Private Credit ETF135.05K0.34%5.31K
AXS Green Alpha ETF67.80K0.17%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ54.62K0.14%54.62K
FondsSecure Systematik20.00K0.06%-
FlexShares® Listed Priv Eq ETF USD Acc13.04K0.03%-
Fidelity Nasdaq Composite Index7.99K0.02%-
Green Alpha Growth & Income Portfolio1.43K0.00%-
Undrly L&G Pen PMC Consensus Idx993.000.00%-43.00

Recent Insider Transactions

DateNameRoleActivityValue
Dec 16, 2024Balkin Michael-Buy$170.60K
Nov 25, 2024Michaud Gerald A. PresidentBuy$74.52K
Nov 13, 2024SAVAGE JOSEPH J-Buy$46.75K
Nov 14, 2024SAVAGE JOSEPH J-Buy$41.40K
Aug 05, 2024Goodman Jonathan Joseph-Buy$25.00K

Insider Transactions Trends

DateBuySell
2024 Q44-
2024 Q32-
2024 Q11-
2023 Q3--
2023 Q1--

HRZN Ownership FAQ

Who Owns Horizon Technology Finance?

Horizon Technology Finance shareholders are primarily institutional investors at 6.99%, followed by 1.30% insiders and 91.71% retail investors. The average institutional ownership in Horizon Technology Finance's industry, Asset Management Stocks, is 41.88%, which Horizon Technology Finance falls below.

Who owns the most shares of Horizon Technology Finance?

Horizon Technology Finance’s largest shareholders are Legal & general group (278.79K shares, 0.83%), Green alpha advisors (290.45K shares, 0.79%), and Connecticut wealth management (210.42K shares, 0.63%). Together, they hold 2.25% 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 2.09% of its assets in 290.45K Horizon Technology Finance shares, valued at 2.61M$.

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 0.53% of its total shares outstanding invested in 211.97K Horizon Technology Finance shares.

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