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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,532
shares
|
$68,026
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
3,166
shares
|
$60,977
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,110
shares
|
$59,898
0.01% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,094
shares
|
$59,590
0.03% of portfolio
|
Q1 2022
Reduced 10.68%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,950
shares
|
$56,817
0.01% of portfolio
|
Q3 2023
Added 166.25%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,877
shares
|
$55,411
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,816
shares
|
$54,236
0.0% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,663
shares
|
$51,289
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,629
shares
|
$50,634
0.0% of portfolio
|
Q1 2025
Added 51.79%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,523
shares
|
$48,592
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,522
shares
|
$48,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,328
shares
|
$44,837
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
2,261
shares
|
$43,546
0.0% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,142
shares
|
$41,254
0.02% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
2,020
shares
|
$38,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$38,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,919
shares
|
$36,959
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
1,918
shares
|
$36,940
0.01% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,851
shares
|
$35,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,829
shares
|
$35,226
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,778
shares
|
$34,244
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,750
shares
|
$33,705
0.01% of portfolio
|
Q2 2021
Reduced 5.41%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,614
shares
|
$31,085
0.02% of portfolio
|
Q2 2022
Added 3.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,580
shares
|
$30,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,541
shares
|
$29,679
0.01% of portfolio
|
Q2 2025
Added 0.2%
|