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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,216
shares
|
$178,145
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,505
shares
|
$145,071
0.01% of portfolio
|
Q1 2021
Added 49.12%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,215
shares
|
$139,465
0.0% of portfolio
|
Q2 2025
Added 45.88%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,000
shares
|
$135,310
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
6,799
shares
|
$131,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
6,705
shares
|
$129,607
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
6,475
shares
|
$125,161
0.0% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$115,979
0.0% of portfolio
|
Q2 2025
Reduced 73.22%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,972
shares
|
$115,438
0.0% of portfolio
|
Q2 2025
Added 426.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,815
shares
|
$112,403
0.0% of portfolio
|
Q1 2025
Reduced 28.87%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,681
shares
|
$109,813
0.0% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$104,691
0.0% of portfolio
|
Q2 2025
Reduced 94.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,411
shares
|
$104,594
0.0% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
5,289
shares
|
$102,236
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,780
shares
|
$92,397
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,420
shares
|
$85,438
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,248
shares
|
$82,113
0.01% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,036
shares
|
$78,015
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,000
shares
|
$77,320
0.0% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,811
shares
|
$73,666
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,728
shares
|
$72,062
0.02% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,532
shares
|
$68,273
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,381
shares
|
$65,354
0.01% of portfolio
|
Q2 2025
Added 576.2%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
3,249
shares
|
$62,803
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,110
shares
|
$60,116
0.01% of portfolio
|
Q2 2023
Added 3.08%
|