Horizon Kinetics Holding (HKHC) Invested Capital (2010 - 2026)

Horizon Kinetics Holding (HKHC) recorded quarterly Invested Capital of $409.2 million in Q1 2026, up 20.73% quarter-over-quarter from $339.0 million in Q4 2025, and up 13.35% on a YoY basis from $361.0 million in Q1 2025.

Horizon Kinetics Holding (HKHC) Invested Capital (2010 - 2026) Analysis & Trends

Horizon Kinetics Holding's Invested Capital history runs 17 years deep, the most recent figure standing at $409.2 million for Q1 2026.

  • In Q1 2026, Invested Capital rose 13.35% year-over-year to $409.2 million; the TTM figure through Mar 2026 stood at $409.2 million (up 13.35% YoY), while the FY2025 annual figure was $339.0 million, changed 0.36% from the prior year.
  • Invested Capital was $409.2 million for Q1 2026 at Horizon Kinetics Holding, up from $339.0 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $409.2 million in Q1 2026 to a low of $7.0 million in Q2 2022.
  • Historically, Invested Capital has averaged $234.7 million across 5 years, with a median of $252.6 million in 2024.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital slumped 68.4% in 2022, then surged 2514.61% in 2023.
  • A 5-year view of Invested Capital shows it stood at $226.7 million in 2022, then decreased by 7.77% to $209.1 million in 2023, then surged by 62.69% to $340.2 million in 2024, then retreated by 0.36% to $339.0 million in 2025, then rose by 20.73% to $409.2 million in 2026.
  • The last three Invested Capital figures came in at $409.2 million (Q1 2026), $339.0 million (Q4 2025), and $355.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Horizon Kinetics Holding - - 13.33 Mn 409.23 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 409.23 Mn
Dec 31, 2025 338.95 Mn
Sep 30, 2025 355.40 Mn
Jun 30, 2025 349.49 Mn
Mar 31, 2025 361.02 Mn
Dec 31, 2024 340.17 Mn
Sep 30, 2024 265.37 Mn
Jun 30, 2024 264.26 Mn
Mar 31, 2024 252.60 Mn
Dec 31, 2023 209.09 Mn
Sep 30, 2023 206.66 Mn
Jun 30, 2023 183.60 Mn
Mar 31, 2023 199.62 Mn
Dec 31, 2022 226.70 Mn
Sep 30, 2022 8.81 Mn
Jun 30, 2022 7.02 Mn
Mar 31, 2022 11.99 Mn
Dec 31, 2021 12.54 Mn
Sep 30, 2021 19.81 Mn
Jun 30, 2021 22.22 Mn