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 366 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
13,100
shares
|
$253,222
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
13,089
shares
|
$253,010
0.19% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,024
shares
|
$251,753
0.24% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,937
shares
|
$250,072
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
12,864
shares
|
$248,661
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
12,856
shares
|
$248,506
0.0% of portfolio
|
Q2 2025
Reduced 52.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
12,840
shares
|
$248,197
0.02% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
12,817
shares
|
$247,752
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
12,725
shares
|
$245,974
0.0% of portfolio
|
Q2 2025
Reduced 69.99%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
12,453
shares
|
$240,716
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
12,240
shares
|
$236,599
0.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,198
shares
|
$235,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
12,110
shares
|
$234,086
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
12,000
shares
|
$231,959
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,948
shares
|
$230,954
0.04% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,831
shares
|
$228,693
0.0% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
11,756
shares
|
$227,243
0.05% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
11,548
shares
|
$223,222
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,531
shares
|
$222,894
0.0% of portfolio
|
Q4 2024
Reduced 38.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,951
shares
|
$211,682
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,500
shares
|
$202,964
0.39% of portfolio
|
Q1 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,312
shares
|
$199,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,078
shares
|
$194,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,000
shares
|
$193,299
0.01% of portfolio
|
Q2 2021
Reduced 88.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
9,759
shares
|
$188,641
0.06% of portfolio
|
Q3 2022
Reduced 46.18%
|