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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
329
shares
|
$6,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
322
shares
|
$6,224
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
315
shares
|
$6,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
300
shares
|
$5,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
293
shares
|
$5,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
275
shares
|
$5,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
253
shares
|
$4,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
249
shares
|
$4,813
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$4,755
0.0% of portfolio
|
Q1 2022
Added 66.22%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
229
shares
|
$4,426
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
200
shares
|
$3,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
197
shares
|
$3,808
0.0% of portfolio
|
Q2 2025
Reduced 95.6%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
174
shares
|
$3,363
0.0% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$2,957
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$1,932
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$1,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
100
shares
|
$1,932
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
81
shares
|
$1,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
66
shares
|
$1,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
55
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
52
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
50
shares
|
$966
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
31
shares
|
$599
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
25
shares
|
$483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$386
0.0% of portfolio
|
Q3 2024
Reduced 95.87%
|