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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$28,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$28,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$28,994
0.02% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,386
shares
|
$26,791
0.0% of portfolio
|
Q2 2025
Added 173.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,381
shares
|
$26,694
0.0% of portfolio
|
Q2 2025
Added 79.58%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,361
shares
|
$26,308
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,250
shares
|
$24,162
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
969
shares
|
$18,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
900
shares
|
$17,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
836
shares
|
$16,159
0.01% of portfolio
|
Q2 2025
Added 30.42%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
835
shares
|
$16,140
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
825
shares
|
$15,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
756
shares
|
$14,613
0.0% of portfolio
|
Q2 2024
Added 278.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
710
shares
|
$13,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
700
shares
|
$13,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
700
shares
|
$13,530
0.0% of portfolio
|
Q2 2025
Reduced 51.59%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
656
shares
|
$12,680
0.0% of portfolio
|
Q1 2025
Added 556.0%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
625
shares
|
$12,081
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$11,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
520
shares
|
$10,051
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
517
shares
|
$9,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$9,665
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
451
shares
|
$8,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
413
shares
|
$7,983
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
347
shares
|
$6,707
0.0% of portfolio
|
Q3 2024
New holding
|