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 0.45% of its assets in Horizon Technology Finance shares.

HRZN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Horizon Technology Finance	6.99%	1.30%	91.72%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Legal & general group	278.79K	0.83%	$3.36M
Green alpha advisors	222.81K	0.66%	$2.68M
Connecticut wealth management	210.42K	0.63%	$2.53M
Two sigma investments, lp	181.55K	0.54%	$2.19M
Lpl financial	153.70K	0.46%	$1.85M
Blackrock	129.74K	0.39%	$1.56M
Eqis capital management	107.47K	0.32%	$1.29M
Virtus etf advisers	87.05K	0.26%	$1.05M
Advisors asset management	76.03K	0.23%	$915.46K
Susquehanna group, llp	67.75K	0.20%	$815.76K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Green alpha advisors	222.81K	2.16%	$2.68M
Etf store	50.94K	0.63%	$613.34K
Virtus etf advisers	87.05K	0.51%	$1.05M
Sage capital management	25.00K	0.16%	$301.00K
Connecticut wealth management	210.42K	0.13%	$2.53M
Eqis capital management	107.47K	0.11%	$1.29M
Astoria portfolio advisors llc.	13.23K	0.06%	$159.26K
Nia impact advisors	12.59K	0.05%	$151.56K
Pin oak investment advisors	1.90K	0.02%	$23.00K
Advisors asset management	76.03K	0.02%	$915.46K

Top Buyers

Holder	Shares	% Assets	Change
Two sigma investments, lp	181.55K	0.01%	109.30K
Hrt financial lp	61.01K	0.00%	61.01K
Two sigma advisers, lp	49.60K	0.00%	49.60K
Virtus etf advisers	87.05K	0.51%	38.97K
Lpl financial	153.70K	0.00%	14.03K

Top Sellers

Holder	Shares	% Assets	Change
Advisors asset management	76.03K	0.02%	-50.24K
Dynamic technology lab private	-	-	-31.43K
Strategic financial concepts	-	-	-30.15K
Commonwealth equity services	-	-	-23.78K
Virtu financial	-	-	-22.61K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	61.01K	0.00%	61.01K	$734.00K
Two sigma advisers, lp	49.60K	0.00%	49.60K	$597.15K
Clearstead advisors	14.00K	0.00%	14.00K	$168.56K
Comerica bank	12.00	-	12.00	$144.00
Vitalstone financial	2.00	-	2.00	$24.00

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	67	11.67%	2,555,535	13.02%	6	17.16%	36	24.14%	14	-
Jun 30, 2024	59	-9.23%	2,217,611	5.06%	6	14.20%	28	-17.65%	14	-26.32%
Mar 31, 2024	65	10.17%	2,110,880	25.82%	6	25.51%	34	6.25%	19	11.76%
Dec 31, 2023	59	20.41%	1,677,693	-2.08%	5	15.58%	32	3.23%	17	88.89%
Sep 30, 2023	49	-7.55%	1,713,324	7.42%	5	18.04%	31	-8.82%	9	-18.18%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
TrueShares Active Yield ETF	170.69K	0.45%	1.66K
iShares Listed Private Eq ETF USD Dist	143.12K	0.38%	-
Virtus Private Credit ETF	123.18K	0.32%	36.18K
AXS Green Alpha ETF	72.28K	0.19%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	54.62K	0.14%	54.62K
FondsSecure Systematik	20.00K	0.06%	-
FlexShares® Listed Priv Eq ETF USD Acc	13.20K	0.03%	-
Fidelity Nasdaq Composite Index	7.99K	0.02%	-
Undrly L&G Pen PMC Consensus Idx	1.04K	0.00%	-494.00
Nia Growth and Dividend	174.00	0.00%	5.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Balkin Michael	-	Buy	$170.60K
Nov 25, 2024	Michaud Gerald A.	President	Buy	$74.52K
Nov 13, 2024	SAVAGE JOSEPH J	-	Buy	$46.75K
Nov 14, 2024	SAVAGE JOSEPH J	-	Buy	$41.40K
Aug 05, 2024	Goodman Jonathan Joseph	-	Buy	$25.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	4	-
2024 Q3	2	-
2024 Q1	1	-
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 41.71%, 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 (222.81K shares, 0.66%), and Connecticut wealth management (210.42K shares, 0.63%). Together, they hold 2.12% 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 2.16% of its assets in 222.81K Horizon Technology Finance shares, valued at 2.68M$.

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 0.45% of its total shares outstanding invested in 170.68K Horizon Technology Finance shares.

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