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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,094
shares
|
$59,807
0.03% of portfolio
|
Q1 2022
Reduced 10.68%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$57,989
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,900
shares
|
$56,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,877
shares
|
$55,612
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,816
shares
|
$54,433
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,723
shares
|
$52,635
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,566
shares
|
$49,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,523
shares
|
$48,769
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,522
shares
|
$48,750
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,331
shares
|
$45,058
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
2,251
shares
|
$43,511
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,142
shares
|
$41,404
0.02% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
2,020
shares
|
$39,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
1,961
shares
|
$37,906
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,919
shares
|
$37,094
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,848
shares
|
$35,721
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,829
shares
|
$35,354
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,778
shares
|
$34,368
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,750
shares
|
$33,827
0.01% of portfolio
|
Q2 2021
Reduced 5.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,682
shares
|
$32,513
0.0% of portfolio
|
Q2 2025
Reduced 75.68%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,614
shares
|
$31,198
0.02% of portfolio
|
Q2 2022
Added 3.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
1,580
shares
|
$30,541
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,541
shares
|
$29,787
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,520
shares
|
$29,381
0.0% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$28,994
0.0% of portfolio
|
Q2 2022
Reduced 39.81%
|