Horizon Technology Finance CHRZN
13F holders, Q2 2026 (June 30)107holders +52
23new positions
12sold out
2famous investors
$4.73avg. 13F price*
At the end of Q2 2026, 107 institutions reported holding Horizon Technology Finance C (HRZN) in their 13F filings, up 52 from Q1 2026. 23 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($5.0M), Bulldog Investors, LLP ($3.1M) and Marshall Wace, LLP ($2.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Horizon Technology Finance C
- CUSIP
- 44045A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $3.2M |
| Exits | 12 | $428K |
All 13F filers, Q1 2026 → Q2 2026: 1,724,265 shares bought and 1,124,505 shares sold, net +599,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Add +4.7% | 1,055,591 | $5.0M |
| Bulldog Investors, LLP | 0.69% | Reduce -27.5% | 658,617 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +244.8% | 592,247 | $2.8M |
| Caprock Group, LLC | 0.04% | Add +4.8% | 454,442 | $2.2M |
| Green Alpha Advisors, LLC | 1.36% | Reduce -27.1% | 429,913 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +17.5% | 386,211 | $1.8M |
| Eagle Point Credit Management LLC | 3.36% | No change | 366,194 | $1.7M |
| Virtus Investment Advisers, LLC | 0.28% | Add +24.5% | 252,455 | $1.2M |
| Blair William & Co. | 0.00% | New | 239,073 | $1.1M |
| Bank of America Corp. | 0.00% | Add +216.7% | 225,732 | $1.1M |
| Connecticut Wealth Management, LLC | 0.04% | Add +0.3% | 214,509 | $1.0M |
| UBS Group AG | 0.00% | Reduce -11.8% | 195,466 | $925K |
| BlackRock, Inc. | 0.00% | Reduce -31.1% | 180,902 | $856K |
| Arax Advisory Partners | 0.00% | Add +63.0% | 126,305 | $597K |
| Apollon Wealth Management, LLC | 0.01% | New | 126,196 | $597K |
| LaFleur & Godfrey LLC | 0.06% | Reduce -0.5% | 114,526 | $542K |
| Caz Investments LP | 0.24% | Reduce -23.0% | 108,630 | $514K |
| UMB Bank, n.a. | 0.01% | New | 107,470 | $508K |
| Focus Partners Wealth | 0.00% | Reduce -18.4% | 100,593 | $483K |
| AQR Capital Management | 0.00% | Add +176.7% | 91,368 | $432K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +174.4% | 90,609 | $429K |
| Corient Private Wealth LP | 0.00% | Add +289.7% | 89,300 | $422K |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 81,942 | $388K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 81,264 | $384K |
| Fiera Capital Corp | 0.00% | No change | 78,980 | $374K |
| Two Sigma Investments, LP | 0.00% | Reduce -59.6% | 67,489 | $319K |
| First Financial Bank - Trust Division | 0.02% | No change | 65,573 | $310K |
| Millennium Management | 0.00% | Reduce -20.1% | 60,674 | $287K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -28.8% | 59,941 | $282K |
| Pathstone Holdings, LLC | 0.00% | Add +5.6% | 54,705 | $263K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 50,626 | $239K |
| International Assets Investment Management, LLC | 0.01% | Reduce -39.2% | 49,241 | $233K |
| Royal Bank of Canada | 0.00% | Add +13.1% | 47,242 | $223K |
| Regal Investment Advisors LLC | 0.01% | No change | 43,553 | $206K |
| Permanent Capital Management, LP | 0.03% | New | 42,165 | $203K |
| IMC-Chicago, LLC | 0.00% | Reduce -35.1% | 40,074 | $190K |
| Raymond James Financial Inc. | 0.00% | Reduce -29.6% | 38,247 | $181K |
| Quantbot Technologies LP | 0.01% | Add +93.5% | 36,325 | $172K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 33,736 | $160K |
| Ethos Financial Group, LLC | 0.01% | Add +1.8% | 33,100 | $157K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.0% | 31,280 | $148K |
| Freestone Capital Holdings, LLC | 0.00% | Add +2.7% | 29,817 | $141K |
| Magnolia Capital Advisors LLC | 0.02% | Reduce -19.1% | 28,849 | $136K |
| Wells Fargo & Company | 0.00% | No change | 27,684 | $131K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -28.2% | 27,279 | $129K |
| Captrust Financial Advisors | 0.00% | Add +37.2% | 26,396 | $125K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.2% | 25,074 | $119K |
| Forum Financial Management, LP | 0.00% | No change | 24,760 | $117K |
| Stonebridge Financial Group, LLC | 0.02% | — | 23,560 | $111K |
| Private Advisor Group, LLC | 0.00% | Add +73.7% | 23,207 | $110K |
| NewEdge Advisors, LLC | 0.00% | New | 21,413 | $101K |
| Rothschild Investment LLC | 0.00% | No change | 20,987 | $99K |
| Fiduciary Group, LLC | 0.01% | No change | 20,684 | $98K |
| Squarepoint Ops LLC | 0.00% | New | 19,743 | $93K |
| HRT Financial LP | 0.00% | New | 19,770 | $93K |
| D.A. Davidson & Co. | 0.00% | Reduce -35.6% | 19,123 | $90K |
| Equitable Holdings, Inc. | 0.00% | Add +13.8% | 18,956 | $90K |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 18,585 | $88K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.1% | 18,375 | $87K |
| LifeWealth Investments, LLC | 0.02% | New | 16,908 | $80K |
| Leading Edge Financial Planning LLC | 0.01% | New | 16,732 | $79K |
| Jane Street Group, LLC | 0.00% | Reduce -17.5% | 16,141 | $76K |
| Southeast Asset Advisors, LLC | 0.01% | No change | 15,043 | $71K |
| Centennial Bank | 0.02% | New | 15,000 | $71K |
| Mariner, LLC | 0.00% | New | 14,760 | $70K |
| Cresset Asset Management, LLC | 0.00% | Add +0.2% | 14,285 | $69K |
| XTX Topco Ltd | 0.00% | Add +15.8% | 14,286 | $68K |
| Creative Financial Designs Inc. | 0.00% | Reduce -42.8% | 13,378 | $63K |
| HighTower Advisors, LLC | 0.00% | New | 12,905 | $61K |
| Chapin Davis, Inc. | 0.01% | No change | 12,691 | $60K |
| Oxford Asset Management LLP | 0.03% | Reduce -54.6% | 12,455 | $59K |
| Trek Financial, LLC | 0.00% | Add +24.4% | 12,455 | $59K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -87.7% | 12,213 | $58K |
| Nations Financial Group Inc, /Ia/ | 0.00% | Add +6.1% | 12,150 | $57K |
| Adell Harriman & Carpenter Inc. | 0.00% | No change | 12,000 | $57K |
| Ausdal Financial Partners, Inc. | 0.00% | New | 11,513 | $54K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.8% | 11,190 | $53K |
| Garden State Investment Advisory Services LLC | 0.01% | Reduce -44.1% | 11,143 | $53K |
| Simplex Trading, LLC | 0.00% | Add +59.9% | 11,084 | $52K |
| DAVENPORT & Co LLC | 0.00% | No change | 10,624 | $50K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,661 | $50K |
| Closed-End Fund Advisors, Inc. | 0.05% | Reduce -13.5% | 10,432 | $49K |
| Stephens Inc. | 0.00% | Reduce -5.2% | 10,202 | $48K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -71.3% | 10,059 | $48K |
| Nova Wealth Management, Inc. | 0.01% | No change | 3,722 | $18K |
| Highline Wealth Partners LLC | 0.00% | New | 2,732 | $13K |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 2,702 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 2,636 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.6% | 2,065 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 1,830 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 1,561 | $7K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,432 | $7K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 1,134 | $5K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 1,100 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 800 | $4K |
| Group One Trading LLC | 0.00% | New | 833 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +281.6% | 721 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 658 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +3.0% | 209 | $985 |
| SHP Wealth Management | 0.00% | New | 200 | $946 |
| Aspect Partners, LLC | 0.00% | Add +3.0% | 172 | $812 |
| JFS Wealth Advisors, LLC | 0.00% | New | 171 | $809 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.8% | 125 | $591 |
| First Horizon Corp. | 0.00% | New | 100 | $473 |
| Harbour Investments, Inc. | 0.00% | Add +148.3% | 72 | $339 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $6 |
| Danske Bank A/S | 0.00% | Reduce -87.5% | 1 | $5 |
"% of holder's portfolio" is HRZN's weight in each manager's 13F, not the share of Horizon Technology Finance C the manager owns.