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| Horizon Investments LLC
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| CRD # | 109552 |
| SEC # | 801-57316 |
| CIK # | 0001560717 |
| AUM | 8.5 B (2026-03-16) |
| Employees | 76 (30% Investors, 33% Brokers) |
| Phone | 704-544-2399 |
| Address | 6210 Ardrey Kell Road Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 10 Jun 2026 | Institutional money will probably adopt a cautious approach to SpaceX: Horizon Investments — CNBC |
| Sun, 03 May 2026 | Horizon Investments Increases FedEx (NYSE: FDX) Position as Freight Spin-Off and Margin Story Attract Confidence — foreignpolicyjournal.com |
| Thu, 09 Apr 2026 | Horizon Investments CIO: This is a 'read and react' moment for markets — Fox Business |
| CIK | Period |
|---|---|
| 0001560717 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.2 | ||
| Global MOFY Metaverse Ltd | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,438 | 0.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 26 | 7.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,467 | 8.5 |
| By Discretionary | ||
| Discretionary | 1,466 | 8.3 |
| Non-Discretionary | 1 | 0.2 |
| Total | 1,467 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 1,467 | 8.5 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| San Diego County Employees Retirement Association |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001560717] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Saturna Capital Corporation
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|
WA | 8.6 B |
|
Guided Choice Asset Management Inc
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NV | 8.5 B |
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Mutual Advisors LLC
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NE | 8.5 B |
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Sagespring Wealth Partners
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TN | 8.5 B |
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BNY Mellon Securities Corporation
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NY | 8.4 B |
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Douglas Lane & Associates LLC
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NY | 8.4 B |
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Empirical Financial Services LLC
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WA | 8.4 B |
|
Elevation Point Wealth Partners LLC
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CO | 8.3 B |
|
Wealthcare Advisory Partners LLC
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PA | 8.3 B |
|
Bolton Securities Corp
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MA | 8.3 B |