Institutional Ownership Horizon Technology Finance Corp (HRZN)
This table provides information about the institutional ownership of Horizon Technology Finance Corp (HRZN). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
870
shares
|
$5,733
0.0% of portfolio
|
Q3 2025
Reduced 43.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
800
shares
|
$5,272
0.0% of portfolio
|
Q3 2024
Reduced 57.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
700
shares
|
$4,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
511
shares
|
$3,367
0.0% of portfolio
|
Q3 2025
Added 364.55%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
227
shares
|
$1,495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
150
shares
|
$988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
102
shares
|
$672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$659
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
83
shares
|
$546
0.0% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
80
shares
|
$527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
79
shares
|
$520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
50
shares
|
$329
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
25
shares
|
$164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
3
shares
|
$19
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2
shares
|
$13
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|