Institutional Ownership Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC). We have compiled data on the 365 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
13,155
shares
|
$251,523
0.01% of portfolio
|
Q1 2025
Reduced 52.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,130
shares
|
$251,045
0.0% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
13,100
shares
|
$250,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,024
shares
|
$249,018
0.24% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,850
shares
|
$245,692
0.1% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,817
shares
|
$245,061
0.0% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
12,817
shares
|
$245,061
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
12,453
shares
|
$238,101
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
12,240
shares
|
$234,028
0.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
12,198
shares
|
$233,225
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
12,110
shares
|
$231,543
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
12,035
shares
|
$230,109
0.04% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
12,000
shares
|
$229,440
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
11,756
shares
|
$224,774
0.05% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,744
shares
|
$224,545
0.0% of portfolio
|
Q1 2025
Added 38.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,531
shares
|
$220,472
0.0% of portfolio
|
Q4 2024
Reduced 38.72%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
11,250
shares
|
$215,100
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
10,900
shares
|
$208,408
0.04% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,864
shares
|
$207,719
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,847
shares
|
$207,394
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,774
shares
|
$205,998
0.0% of portfolio
|
Q2 2024
Added 22.75%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,668
shares
|
$203,972
0.02% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,500
shares
|
$200,760
0.39% of portfolio
|
Q1 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,312
shares
|
$197,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
10,295
shares
|
$196,840
0.0% of portfolio
|
Q1 2025
Reduced 90.57%
|