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 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,540
shares
|
$29,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$28,680
0.0% of portfolio
|
Q2 2022
Reduced 39.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,500
shares
|
$28,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,383
shares
|
$26,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,357
shares
|
$25,945
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,250
shares
|
$23,900
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$21,701
0.0% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,000
shares
|
$19,120
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
969
shares
|
$18,527
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
900
shares
|
$17,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
835
shares
|
$15,965
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
825
shares
|
$15,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
769
shares
|
$14,703
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
756
shares
|
$14,454
0.0% of portfolio
|
Q2 2024
Added 278.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
710
shares
|
$13,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
700
shares
|
$13,384
0.0% of portfolio
|
Q2 2025
Reduced 51.59%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
700
shares
|
$13,384
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
656
shares
|
$12,542
0.0% of portfolio
|
Q1 2025
Added 556.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
641
shares
|
$12,255
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
625
shares
|
$11,950
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$11,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
520
shares
|
$9,942
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
507
shares
|
$9,693
0.0% of portfolio
|
Q1 2025
Added 299.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
500
shares
|
$9,560
0.0% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$9,560
0.0% of portfolio
|
Q4 2024
Added 354.55%
|