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 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,000
shares
|
$192,600
0.01% of portfolio
|
Q2 2021
Reduced 88.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
9,759
shares
|
$187,958
0.07% of portfolio
|
Q3 2022
Reduced 46.18%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,400
shares
|
$181,044
0.0% of portfolio
|
Q1 2025
Added 147.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,216
shares
|
$177,500
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,505
shares
|
$144,546
0.01% of portfolio
|
Q1 2021
Added 49.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,160
shares
|
$137,901
0.0% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
7,000
shares
|
$134,820
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,916
shares
|
$133,202
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
6,852
shares
|
$131,969
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,799
shares
|
$130,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
6,705
shares
|
$129,138
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$115,560
0.0% of portfolio
|
Q2 2025
Reduced 73.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,967
shares
|
$114,924
0.0% of portfolio
|
Q1 2025
Added 2355.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,815
shares
|
$111,996
0.0% of portfolio
|
Q1 2025
Reduced 28.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,411
shares
|
$104,215
0.0% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,955
shares
|
$95,433
0.0% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,946
shares
|
$95,259
0.0% of portfolio
|
Q1 2025
Added 301.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,474
shares
|
$86,169
0.0% of portfolio
|
Q1 2025
Added 7613.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,420
shares
|
$85,129
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,408
shares
|
$84,898
0.02% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,248
shares
|
$81,816
0.01% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,036
shares
|
$77,733
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,000
shares
|
$77,040
0.0% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,811
shares
|
$73,399
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,647
shares
|
$70,241
0.02% of portfolio
|
Q1 2025
Added 2.13%
|